>>Hey everyone. Welcome back to the cubes day two coverage of VMware Explorer, 22 from San Francisco. Lisa Martin, back here with you with Dave Nicholson, we have a couple of guests from VMware. Joining us, please. Welcome Jay Workman, senior director, cloud partner, and alliances marketing, and Jeff Thompson, VP cloud provider sales at VMware guys. It's great to have you on the program. >>Ah, good to be here. Thanks for having us on. >>We're gonna be talking about a really interesting topic. Sovereign cloud. What is sovereign cloud? Jeff? Why is it important, but fundamentally, what is >>It? Yeah, well, we were just talking a second ago. Aren't we? And it's not about royalty. So yeah, data sovereignty is really becoming super important. It's about the regulation and control of data. So lots of countries now are being very careful and advising companies around where to place data and the jurisdictional controls mandate that personal data or otherwise has to be secured. We ask, we have to have access controls around it and privacy controls around it. So data sovereign clouds are clouds that have been built by our cloud providers in, in, in VMware that specifically satisfy the requirements of those jurisdictions and regulated industries. So we've built a, a little program around that. We launched it about a year ago and continuing to add cloud providers to that. >>Yeah, and I, I think it's also important just to build on what Jeff said is, is who can access that data is becoming increasingly important data is, is almost in it's. It is becoming a bit of a currency. There's a lot of value in data and securing that data is, is becoming over the years increasingly important. So it's, it's not like we built a problem or we created a solution for problem that didn't exist. It's gotten it's, it's been a problem for a while. It's getting exponentially bigger data is expanding and growing exponentially, and it's becoming increasingly important for organizations and companies to realize where my data sits, who can access it, what types of data needs to go and what type of clouds. And it's very, very aligned with multi-cloud because some data can sit in a, in a public cloud, which is fine, but some data needs to be secure. It needs to be resident within country. And so this is, this is what we're addressing through our partners. >>Yeah, I, yeah, I was just gonna add to that. I think there's a classification there there's data residency, and then there's data sovereignty. So residency is just about where is the data, which country is it in sovereignty is around who can access that data. And that's the critical aspect of, of data sovereignty who's got control and access to that data. And how do we make sure that all the controls are in place to make sure that only the right people can get access to that data? Yeah. >>So let's, let's sort of build from the ground up an example, and let's use Western Europe as an example, just because state to state in the United States, although California is about to adopt European standards for privacy in a, in a unique, in a unique, unique way, pick a country in, in Europe, I'm a service provider. I have an offering and that offering includes a stack of hardware and I'm running what we frequently refer to as the STDC or software defined data center stack. So I've got NEX and I've got vs N and I've got vSphere and I'm running and I have a cloud and you have all of the operational tools around that, and you can spin up VMs and render under applications there. And here we are within the borders of this country, what makes it a sovereign cloud at that? So at that point, is that a sovereign cloud or? >>No, not yet. Not it's close. I mean, you nailed, >>What's >>A secret sauce. You nailed the technology underpinning. So we've got 4,500 plus cloud provider partners around the world. Less than 10% of those partners are running the full STDC stack, which we've branded as VMware cloud verified. So the technology underpinning from our perspective is the starting point. Okay. For sovereignty. So they, they, they need that right. Technology. Okay. >>Verified is required for sovereign. Yes. >>Okay. Cloud verified is the required technology stack for sovereign. So they've got vSphere vs. A NSX in there. Okay. A lot of these partners are also offering a multitenant cloud with VMware cloud director on top of that, which is great. That's the starting point. But then we've, we've set a list of standards above and beyond that, in addition to the technology, they've gotta meet certain jurisdiction requirements, certain local compliance requirements and certifications. They've gotta be able to address the data re data residency requirements of their particular jurisdiction. So it's going above and beyond. But to your point, it does vary by country. >>Okay. So, so in this hypothetical example, this is this country. You a stand, I love it. When people talk about Stan, people talk about EMIA and you know, I, I love AMEA food. Isn't AIAN food. One. There's no such thing as a European until you have an Italian, a Britain, a German yep. In Florida arguing about how our beer and our coffee is terrible. Right. Right. Then they're all European. They go home and they don't like each other. Yeah. So, but let's just pretend that there's a thing called Europe. So this, so there's this, so we've got a border, we know residency, right. Because it physically is here. Yep. But what are the things in terms of sovereignty? So you're talking about a lot of kind of certification and validation, making sure that, that everything maps to those existing rules. So is, this is, this is a lot of this administrative and I mean, administrative in the, in the sort of state administrative terminology, >>I I'm let's build on your example. Yeah. So we were talking about food and obviously we know the best food in the world comes from England. >>Of course it does. Yeah. I, no doubt. I agree. I Don not get that. I do. I do do agree. Yeah. >>So UK cloud, fantastic partner for us. Okay. Whether they're one of our first sovereign cloud providers in the program. So UK cloud, they satisfied the requirements with the local UK government. They built out their cloud verified. They built out a stack specifically that enables them to satisfy the requirements of being a sovereign cloud provider. They have local data centers inside the UK. The data from the local government is placed into those data centers. And it's managed by UK people on UK soil so that they know the privacy, they know the security aspects, the compliance, all of that wrapped up on top of a secure SDDC platform. Okay. Satisfies the requirements of the UK government, that they are managing that data in a sovereign way that, that, that aligns to the jurisdictional control that they expect from a company like UK cloud. Well, >>I think to build on that, a UK cloud is an example of certain employees at UK, UK cloud will have certain levels of clearance from the UK government who can access and work on certain databases that are stored within UK cloud. So they're, they're addressing it from multiple fronts, not just with their hardware, software data center framework, but actually at the individual compliance level and individual security clearance level as to who can go in and work on that data. And it's not just a governmental, it's not a public sector thing. I mean, any highly regulated industry, healthcare, financial services, they're all gonna need this type of data protection and data sovereignty. >>Can this work in a hyperscaler? So you've got you, have, you have VMC AVS, right? GC V C >>O >>CVAs O CVS. Thank you. Can it be, can, can a sovereign cloud be created on top of physical infrastructure that is in one of those hyperscalers, >>From our perspective, it's not truly sovereign. If, if it's a United States based company operating in Germany, operating in the UK and a local customer or organization in Germany, or the UK wants to deploy workloads in that cloud, we wouldn't classify that as totally sovereign. Okay. Because by virtue of the cloud act in the United States, that gives the us government rights to request or potentially view some of that data. Yeah. Because it's, it's coming out of a us based operator data center sitting on foreign soil so that the us government has some overreach into that. And some of that data may actually be stored. Some of the metadata may reside back in the us and the customer may not know. So certain workloads would be ideally suited for that. But for something that needs to be truly sovereign and local data residency, that it wouldn't be a good fit. I think that >>Perspectives key thing, going back to residency versus sovereignty. Yeah. It can be, let's go to our UK example. It can be on a hyperscaler in the UK now it's resident in the UK, but some of the metadata, the profiling information could be accessible by the entity in the United States. For example, there now it's not sovereign anymore. So that's the key difference between a, what we view as a pro you know, a pure sovereign cloud play and then maybe a hyperscaler that's got more residency than sovereignty. >>Yeah. We talk a lot about partnerships. This seems to be a unique opportunity for a certain segment of partners yeah. To give that really is an opportunity for them to have a line of business established. That's unique from some of the hyperscale cloud providers. Yeah. Where, where sort of the, the modesty of your size might be an advantage if you're in a local. Yes. You're in Italy and you are a service provider. There sounds like a great fit, >>That's it? Yeah. You've always had the, the beauty of our program. We have 4,500 cloud providers and obviously not, all of them are able to provide a data, a sovereign cloud. We have 20 in the program today in, in the country. You you'd expect them to be in, you know, the UK, Italy, Italy, France, Germany, over in Asia Pacific. We have in Australia and New Zealand, Japan, and, and we have Canada and Latin America to, to dovetail, you know, the United States. But those are the people that have had these long term relationships with the local governments, with these regulated industries and providing those services for many, many years. It's just that now data sovereignty has become more important. And they're able to go that extra mile and say, Hey, we've been doing this pretty much, you know, for decades, but now we're gonna put a wrap and some branding around it and do these extra checks because we absolutely know that we can provide the sovereignty that's required. >>And that's been one of the beautiful things about the entire initiative is we're actually, we're learning a lot from our partners in these countries to Jeff's point have been doing this. They've been long time, VMware partners they've been doing sovereignty. And so collectively together, we're able to really establish a pretty robust framework from, from our perspective, what does data sovereignty mean? Why does it matter? And then that's gonna help us work with the customers, help them decide which workloads need to go and which type of cloud. And it dovetails very, very nicely into a multi-cloud that's a reality. So some of those workloads can sit in the public sector and the hyperscalers and some of 'em need to be sovereign. Yeah. So it's, it's a great solution for our customers >>When you're in customer conversations, especially as, you know, data sovereign to be is becomes a global problem. Where, who are you talking to? Are you talking to CIOs? Are you talking to chief data officers? I imagine this is a pretty senior level conversation. >>Yeah. I it's, I think it's all of the above. Really. It depends. Who's managing the data. What type of customer is it? What vertical market are they in? What compliance regulations are they are they beholden to as a, as an enterprise, depending on which country they're in and do they have a need for a public cloud, they may already be all localized, you know? So it really depends, but it, it could be any of those. It's generally I think a fair, fairly senior level conversation. And it's, it's, it's, it's consultancy, it's us understanding what their needs are working with our partners and figuring out what's the best solution for them. >>And I think going back to, they've probably having those conversations for a long time already. Yeah. Because they probably have had workloads in there for years, maybe even decades. It's just that now sovereignty has become, you know, a more popular, you know, requirements to satisfy. And so they've gone going back to, they've gone the extra mile with those as the trusted advisor with those people. They've all been working with for many, many years to do that work. >>And what sort of any examples you mentioned some of the highly regulated industries, healthcare, financial services, any customer come to mind that you think really articulates the value of what VMware's delivering through its service through its cloud provider program. That makes the obvious why VMware an obvious answer? >>Wow. I, I, I get there's, there's so many it's, it's actually, it's each of our different cloud providers. They bring their win wise to us. And we just have, we have a great library now of assets that are on our sovereign cloud website of those win wires. So it's many industries, many, many countries. So you can really pick, pick your, your choice. There. That's >>A good problem >>To have, >>To the example of UK cloud they're, they're really focused on the UK government. So some of them aren't gonna be referenced. Well, we may have indication of a major financial services company in Australia has deployed with AU cloud, one of our partners. So we we've also got some semi blind references like that. And, and to some degree, a lot of these are maintained as fairly private wins and whatnot for obvious security reasons, but, and we're building it and building that library up, >>You mentioned the number 4,500, a couple of times, you, you referencing VMware cloud provider partners or correct program partners. So VCP P yes. So 45, 4500 is the, kind of, is the, is the number, you know, >>That's the number >>Globally of our okay. >>Partners that are offering a commercial cloud service based at a minimum with vSphere and they're. And many of 'em have many more of our technologies. And we've got little under 10% of those that have the cloud verified designation that are running that full STDC, stack >>Somebody, somebody Talli up, all of that. And the argument has been made that, that rep that, that would mean that VMware cloud. And although some of it's on IAS from hyperscale cloud providers. Sure. But that, that rep, that means that VMware has the third or fourth largest cloud on the planet already right now. >>Right. Yep. >>Which is kind of interesting because yeah. If you go back to when, what 2016 or so when VMC was at least baned about yeah. Is that right? A lot of people were skeptical. I was skeptical very long history with VMware at the time. And I was skeptical. I I'm thinking, nah, it's not gonna work. Yeah. This is desperation. Sorry, pat. I love you. But it's desperation. Right. AWS, their attitude is in this transaction. Sure. Send us some customers we'll them. Yeah. Right. I very, very cynical about it. Completely proved me wrong. Obviously. Where did it go? Went from AWS to Azure to right. Yeah. To GCP, to Oracle, >>Oracle, Alibaba, >>Alibaba. Yep. Globally. >>We've got IBM. Yep. Right. >>Yeah. So along the way, it would be easy to look at that trajectory and say, okay, wow, hyperscale cloud. Yeah. Everything's consolidating great. There's gonna be five or six or 10 of these players. And that's it. And everybody else is out in the cold. Yeah. But it turns out that long tail, if you look at the chart of who the largest VCP P partners are, that long tail of the smaller ones seem to be carving out specialized yes. Niches where you can imagine now, at some point in the future, you sum up this long tail and it becomes larger than maybe one of the hyperscale cloud providers. Right. I don't think a lot of people predicted that. I think, I think people predicted the demise of VMware and frankly, a lot of people in the VMware ecosystem, just like they predicted the demise of the mainframe. Sure. The storage area network fill in the blank. I >>Mean, Jeff and I we've oh yeah. We've been on the, Jeff's been a little longer than I have, but we've been working together for 10 plus years on this. And we've, we've heard that many times. Yeah. Yeah. Our, our ecosystem has grown over the years. We've seen some consolidation, some M and a activity, but we're, we're not even actively recruiting partners and it's growing, we're focused on helping our partners gain more, share internally, gain, more share at wallet, but we're still getting organic growth in the program. Really. So it, it shows, I think that there is value in what we can offer them as a platform to build a cloud on. >>Yeah. What's been interesting is there's there's growth and there's some transition as well. Right? So there's been traditional cloud providers. Who've built a cloud in their data center, some sovereign, some not. And then there's other partners that are adopting VCP P because of our SA. So we've either converted some technology from product into SA or we've built net new SA or we've acquired companies that have been SA only. And now we have a bigger portfolio that service providers, cloud providers, managed service providers are all interested in. So you get resellers channel partners. Who've historically been doing ELAs and reselling to end customers. They're transitioning their business into doing recurring revenue and the only game in town where you really wanna do recurring revenues, VCP P. So our ecosystem is both growing because our cloud providers with their data center are doing more with our customers. And then we're adding more managed service providers because of our SA portfolio. And that, that, that combo, that one, two punch is creating a much bigger VCP P ecosystem overall. >>Yeah. >>Impressive. >>Do you think we have a better idea of what sovereign cloud means? Yes. I think we do. >>It's not Royal. >>It's all about royalty, >>All royalty. What are some of the things Jeff, as we look on the horizon, obviously seven to 10,000 people here at, at VMwares where people really excited to be back. They want to hear it from VMware. They wanna hear from its partner ecosystem, the community. What are some of the things that you think are on the horizon where sovereign cloud is concerned that are really opportunities yeah. For businesses to get it right. >>Yeah. We're in the early days of this, I think there's still a whole bunch of rules, regulatory laws that have not been defined yet. So I think there's gonna be some more learning. There's gonna be some top down guidance like Gaia X in Europe. That's the way that they're defining who gets access and control over what data and what's in. And what's out of that. So we're gonna get more of these Gaia X type things happening around the world, and they're all gonna be slightly different. Everyone's gonna have to understand what they are, how to interpret and then build something around them. So we need to stay on top of that, myself and Jay, to make sure that we've got the right cloud providers in the right space to capitalize on that, build out the sovereign cloud program over time and make sure that what they're building to support aligns with these different requirements that are out there across different countries. So it's an evolving landscape. That's >>Yeah. And one of the things too, we're also doing from a product perspective to better enable partners to, to address these sovereign cloud workloads is where we have, we have gaps maybe in our portfolio is we're partner partnering with some of our ISVs, like a, Konic like a Forex vem. So we can give our partners object storage or ransomware protection to add on to their sovereign cloud service, all accessible through our cloud director consult. So we're, we're enhancing the program that way. And to Jeff's point earlier, we've got 20 partners today. We're hoping to double that by the end of our fiscal year and, and just take a very methodical approach to growth of the program. >>Sounds great guys, early innings though. Thank you so much for joining Dave and me talking about what software and cloud is describing it to us, and also talking about the difference between that data residency and all the, all of the challenges and the, in the landscape that customers are facing. They can go turn to VMware and its ecosystem for that help. We appreciate your insights and your time. Guys. Thank >>You >>For >>Having us. Our >>Pleasure. Appreciate it >>For our guests and Dave Nicholson. I'm Lisa Martin. You've been watching the cube. This is the end of day, two coverage of VMware Explorer, 2022. Have a great rest of your day. We'll see you tomorrow.

>> Live from Las Vegas. It's theCUBE, covering VMworld 2018. Brought to you by VMware and it's ecosystem partners. >> Welcome back to Las Vegas. This is Lisa Martin with theCUBE. We are at Vmworld 2018, Day One. I'm with Justin Warren. Hey Justin. >> Hi Lisa, how you doin'? >> Good. This is VMware's 20th anniversary and we're very excited to welcome two new guests to theCUBE. We've got Scott Brindamour, the Senior Director of the U.S. architect team from CenturyLink. Hey Scott. >> Hello, how are ya? >> Good. And we've got Geoff Thompson, the Senior Director of VMware Cloud Provider Program. Welcome. >> Thank you very much and hello. >> The 20th anniversary of VMware. You've been with VMware a long time. >> Yes. >> Lot of momentum kicked off this show, not just this morning. You guys said you were in here yesterday. >> Yes. >> Just curious to get your perspective, Geoff, on the buzz and the opportunity that you're hearing, not just from your customers but from your partners as well. >> Oh yeah, yeah. I remember the first one I went to way, way back, even before I joined VMware, when I was at Hewlett Packard. Then, it was a little small event back in, I think it was Los Angeles. Now, here we are in 20 thousand something people in Vegas for the nth year running, so the buzz is amazing. This year, I think more than ever for us, because Cloud is just becoming more and more of a focal point and the discussion and topic area for everybody, so the buzz is incredible. Working with CenturyLink here and with Scott is just like an opportunity to dig deeper on all these relationships, find new opportunities to go all in on the strategy that you guys have really already adopted, look at Cloud Verified and take that to the next step. Yep, great so far and looking forward to more. >> So talk to us, Scott, about the partnership that CenturyLink has with VMware. VMware has a massive amount of partners. I saw a stat this morning on stage. What is it about CenturyLink's offering and VMware that's really better together for end users? >> Yeah, I think it's really in our approach and how we really listen to our customers and try to understand where they are in their journey and what they need and not just throw a widget at a customer, but really design a solution that meets their needs and VMware having a flexible architecture and a vision for the future enables us to not only plant the seed today, but where we're going; a lot of co-development with VMware, a lot of partnership with VMware, a lot of making sure our teams that operate the environment and my team on the front lines work with customers are trained and ready for the next technology. I think I've seen a remarkable change in VMware over the last several years in accelerating their road map and working with AWS and a lot of the other partners. It's refreshing. A lot of our business is private Cloud on VMware. We've been a big partner for a long time and the VMware Verified is something we hold dear and we look forward to the relationship ongoing. >> Yeah, that focus on Cloud came through loud and strong in the keynote today and you mentioned it here, the private Cloud, hybrid Cloud, multi Cloud. CenturyLink has a rich heritage in networking and networking is vital for managing Cloud. So tell us a bit more about how CenturyLink's networking skills helps customers to understand how they can manage this multi-Cloud universe they have to live in now. >> Sure and maybe I should even talk about, the viewers that don't know what CenturyLink is. I've been with the company for 15 years, a company called Savvis, but we've made a number of different acquisitions over the years to gain different technology areas, where there'd be ERP, where there'd be dev opps capabilities in the public Cloud, where there'd be Cloud management platforms, et cetera. Now, we see more data is being moved outside of the data center and more data is being originated outside the data center, so customers are really saying, what do I do with all this data? Where do I put my apps? I can't put it in my four walls. I want to move it to the Cloud. Not every customer is on the same path at the same rate and can accept the change. I think the biggest thing we do is helping customers manage pieces of that portfolio, but it's not just a take-over kind of an old ITO play. It's a co-sourcing kind of play, a co-management model where they may have some skills in one area but deficient in another. We can help them with AWS, for instance. We can help them with the new software-defined V-conformate foundation technologies that VMware is going to as well, and bring the network components as well, so that a workload that's running on premise can work and perform just as well off premise by providing that private network connectivity or public network connectivity to those end users as well. >> You mentioned that partnership idea. I'm keen to understand the partnership you can provide essentially as a service provider. Customers rely on service providers a lot to help them manage their own infrastructure, in conjunction with the vendors. So, tell us a bit more about how your partnership with VMware works for customers. >> Yeah, we work a lot with-- VMware at its roots was a software company, so lately, selling services and selling services to clients that are not just a software skew in a software package, so a lot of interaction with VMware client teams and doing strategic discussions with some of our key clients about how we can bring them to the next generation and buying a private Cloud as a service, instead of just selling them a VMware license and have the customer try and figure it out. So, how do we get a customer on the same path and working together to do a lot of that together with our clients, and really making sure we're a partnership and our sales teams are going out to customers together is a big part of6 that. >> Right. >> Yeah, I think from our side, CentralLink is a strategic global partner of ours, so that means several things. The most important thing is we get an opportunity to have more and more briefings together, go deeper on our global strategy as a combined unit so we can look at new technologies that are comin6g down the pike. You can assess them and decide if there's a customer opportunity there and if there is, we'll bring our Cloud practice team in. We'll look at how we take that opportunity and make it a go-to-market strategy together and then we'll go and do sell with. We'll go out into our field teams. We'll educate them on what the offering is and then VMware and CentralLink is co-selling that solution. >> Yeah, I think a lot of the VMware sellers, the public Cloud threat that they have and the move to the public Cloud, how does that still co-exist with customers? I still strongly see that there's a lot of legacy apps. We were talking earlier about only 20% of workloads have moved to the Cloud. There's still a lot of legacy apps that are on VMware that are their crown jewels that are running their companies. They just need to deliver that in a new model and that's where a partner like CentralLink can help, to move it out of their data centers, to move it into VMware on AWS and help a customer understand what are the right workloads to move there, do I need to replatform it, when is it ready, how do I migrate it and how not to disrupt their operations and then manage it, if the customer doesn't have the capabilities to do it off their own premise and skill sets. It's a totally different mindset managing it off your premise than inside your four walls. >> So when you're talking to a customer at the outset of an organization that has multiple Clouds maybe driven by application type, maybe driven by that on a combination of acquisitions. Where does that business conversation start? Are you starting at the C-suite level? Are you starting there to really help the business leaders understand how to extract the power of their data? Tell us a little bit about how do you help them with a multi-phased approach. >> Sure. We definitely talk to the C-suite, CIO, whoever is leading the strategy but it depends on the company. A lot of that's actually done in the line of business, the more innovative lines of business that are transferring their business that have done a first mover. You hear a lot about shadow IT, where the business is going around IT because IT can't move fast enough. CIOs who are transformative, we're typically working with them and we're trying to figure out where they are in their strategy. Are they an early adopter or are they a lagger, do they not have a strategy and then understand; do they want to take a lot of risk and move quickly. Do they want to do it slowly and not disrupt their business. Depending upon the culture and the risk nature of their organization and what is actually running on that infrastructure they're going to move, you got to make those decisions. We call it, in CentralLink terms, my team talks about what's called best execution venue. We're agnostic. We're obviously a big VMware partner, but we also do resale solutions on Azure and AWS as well, as we're a data center provider and we can put it in our four walls on old legacy dedicated server environments as well. Whatever the right venue for our customer is, which is typically going to be hybrid, some on public Cloud, some on private Cloud, some on premise, some off premise and even more moving out to the edge, that customers want to do workloads in smaller quantities in kind of a dynamic nature, spinning up and spinning down, that we work with the clients to figure out what's the right execution venue; cost factor, who's going to manage it, what's the best place to locate it, does it need to be secure, governed, is their data sovereignty or compliance regulations on it. Then, ultimately, how they're going to scale their business and what their vision is to automate as much as possible and standardize it. You heard it today this morning; it's all about automation. So, how can they automate and how can they reduce the labor that the individual persons on the keystrokes and automate the infrastructure and make it look the same. I think the software-defined data center model that VMware has is a step in the right direction and there's a big uptake on customers in that environment today. >> Yeah, we're hearing a lot today, I think Lisa, of people saying it's customer choice. The ability to automate things but in the way that I choose to do it and transforming at the speed I need to do it. It's coming up quite a lot. Maybe you could tell us a bit more from the VMware perspective about how you're enabling that customer choice and we heard a lot about the automation, so how does the automation work with partners in enabling customers to be able to transform their business. >> For us, it's about we give choice and flexibility so within our program, it's all about making sure that we give everything that we build for ourselves and our end user customers, giving that to our partners. So, in terms of Scott and CentralLink, we give them the tools to go and build the Cloud and then set up the automated operations for them to expose to their end user customers and then we also leverage VMware Cloud on AWS, so we made that available to the program as well. So, our partners have choice in flexibility and ease of operations and then they expose that to their customers as well, so it's win-win-win, I think there. >> Yeah, and the keynote this morning, it was SDDC, software-defined data center from VMware was talked about as a self-driving data center and that's ultimately what we see as well in partnership with VMware that a lot of customers understand the VMware tool sets. Extending that to a new platform that's software defined and enabling automation, that it can ultimately one day drive itself, so customers can automate the deployment of applications they're running on, something that can be spun up on AWS very quickly. Applications can be migrated over automatically with tools, managed and then no one responding to an alert that a VM or an application is down, it can autocorrect itself and it really could be automated in the future. We see that and certainly all the tools and capabilities that VMware puts in place that enable that is something that we subscribe, we use it ourselves and we have our customers use it as well. >> I'm curious what your take is, Scott, on the announcements that Andy Jassy made this morning on the stage with Pat Gelsinger. They announced VMware Cloud on AWS a year ago at this same event. There's been a lot of momentum. &They talked about the different M releases now going everywhere. From a partnership perspective, what does that mean to CentralLink and how do you think that will positively impact your business? >> Well, there's two sides of our business. We have a very large, obviously, networking business and we have a hosting and Cloud and data center business, so we see the two of them coming together. I talked about the data center dying and everything moving off; how do you network that all together, but we have a very large retail customer in the, let's say, fast food chicken business, I'll keep it at that level. We started off hosting a lot of their critical applications that run their stores and understand what's the best place to put stores and store operations. We also, from the networking side in acquiring Level three, they had a lot of the networking capabilities. They now want a single platform to run store operations from a network, from a virtual desktop, from an email, from an order fulfillment, supply chain management, all to be contained in a particular region that you can manage it locally without all the data going back. So, the ability to have a software-defined smaller component that can run it that can not only have the data center and the Cloud component as private, to keep the data safe and non-public, but also the network software-defined on one platform together with one provider that can manage the whole thing. Now you're distributing your data out, the network becomes more important, the performance of the network, the resilience of the network becomes more important too. That environment goes down, you don't sell any more chicken. That's the biggest thing that customers are seeing, is converging of those capabilities together and I think there's very few providers out there that can speak both those languages and provide both of those to clients today. >> Taking those benefits all the way out, for what the infrastructure enables from a cost in speed perspective, the Board of Directors at said chicken chain, what are they actually benefitting from? It might be this invisible software, but from a business perspective, how is this going to impact their business? Selling more chicken? >> Yeah, it's basically, they have a strategy to continue to be in more markets and the more markets they do, the time to set up and deploy infrastructure and have that ready, that's the biggest enabler. To have the store front, to have the store ready, then all the infrastructure that supports the store, especially now you have people, they can order chicken on their phones, loyalty, they can place their order ahead of time and pick it up, they don't have to go through drive-through any more, things of that nature. Everything becomes digitized and the I want it now generation that we live in today, that'll accelerate their ability to deliver services to the store and then react to the changes in the market as they happen. Everything is digital now. That's the biggest thing, is growth through stores, growth through being able to meet the demands of the stores as they change going forward, so very dynamic. >> Awesome. Scott, Geoff, thank you so much for joining us on theCUBE. You're now theCUBE alumni. We'll give you some stickers. >> Yeah, stickers. Great thank you. >> We appreciate you guys sharing what's new. >> Thanks for your time as well. It's such really good VMware. >> Thanks. >> Appreciate it. >> For Justin Warren, my co-host, I'm Lisa Martin. You're watching theCUBE from Vmworld Las Vegas 2018. Stick around, we'll be right back. (techno music)