>>live from Orlando, Florida It's the cue covering Microsoft Ignite Brought to you by Cohee City. >>Welcome back, everyone to the Cubes Live coverage of Microsoft IC night here at the Orange County Convention Center in Orlando, Florida I'm your host, Rebecca Knight, coasting along side of stew. Minutemen >>were joined by Patrick Moorehead. He is the founder and principal principal analyst. Atmore Insights and strategy Thank you so much for returning to the Cube. You're a good friend of the queue. >>Thanks for having me on. I mean, it's a great show, and I literally look for the Cube everywhere. >>Very nice. You >>do about 40 events year, and I'm pretty sure you're in >>about exactly, exactly. >>We've got a few more for you to cut. Come Thio. Yeah, in the other place. Year is >>not over. So so many announcements. Today, an 87 page book from From the Microsoft comes team. One of the things that is getting a lot of attention is azure arc. Satya Nadella himself said, I am so excited about this. This marks the beginning of hybrid computing. What are your first impressions of it, and are you able to see the immediate of differences between Stack and an arc >>S o. I think I would say completely expected. Uh, we're out of this drunken sailor mode where everything's going to the public cloud. Oh, my gosh. And everybody is toast. Who's not doing this? Okay, And now we're in this somewhat sober right where 80% of the workloads are still on Prem. And 20 of those have gone on to either SAS or I as or pass, but it's expected now. Microsoft already had a full stack i e azure stack, but this takes it up a notch because you been deployed arc anywhere on anybody's cloud. They even showed a demo of doing backups to eight of us. So whether it's on Prem, and I'm sure they're gonna show it running on GC, Pia's well >>so Patrick, For for a number years we've been saying, When you line up the big hyper scale er's and say who's doing well, a hybrid. Microsoft's been at the top of the list there because they have a strong footprint in my data center. Microsoft gave everyone the green light to go. Do sass is much you can because they're pushing everybody toe. 03 65. And, of course, Azure is growing in, You know, one of the leaders in Public Cloud. The announcements this week were compelling, but it may be kind of rethink is that I think you laid it out well and said, But we've been talking about hybrid cloud your number years, but we're not really there. So you are. It's a first piece. It's only in tech preview. I think you're saying for a singular application, which is databases. That's right. When you look out there and you see you know the VM wear on AWS Azure, Google, Oracle, IBM, you look a AWS with outposts and those things. How is Microsoft doing today at delivering for what customers need, you know today and moving forward on their cloud journey? >>So Microsoft was first out of the gate with azure stack, right? They were doing hybrid before it was cool. It was interesting for about two years when they were rolling in outer building it they weren't talking about it. So I was thinking, Wait a second, is it not catching on, or do they want to put more on the big cloud azure? But in fact they have been diligently working behind the scenes. And while they had to show Wall Street this Hayward, the public cloud, they were actively building out their hybrid opportunities. And I do believe that when it comes to the slice of hybrid they are leading right now. Now it depends on where you start. I guess where I do is their leading if you have a major public cloud. Okay, eight of us, obviously there were the outposts, and everybody in the audience were all in the audience. We gasped when Andy Jassy brought that out. We kind of knew something was being worked on and focus a CZ well. And I think to be a credible player you have tohave both implementations, going one way and going the other, being able to work with other people's clouds but also noticed everybody has their single pane of glass strategy. If you want to go all in on Microsoft, you have arc on dhe. That's really the classic Microsoft embrace and extend. >>Yeah, Patrick, you said, all in on Microsoft. And if I if I look at the enterprise, you've obviously got some Microsoft. There's probably some things you're doing. An azure right, You're you're running. 03 65. You know, there's lots of pieces in the more Microsoft portfolio, but most people aren't all in on anything today. That's right, The same thing. I looked at Antos and said in Google Cloud or in my data center shore. But anthros on AWS And >>no Veum no, no virtualized applications on Antos either. >>So the same question for Microsoft is if I'm in a W s, you know, have a big footprint of AWS. Is this gonna fly or you know what? What? What's your what's your take >>s? So it's funny where I've wound up after 30 years of doing this stuff is there's always gonna be a lock in. You just have to pick the lock and that you want. Some people are comfortable with an A p. I lock in. Some are comfortable with a hardware lock. In some people are comfortable with a development environment, and you're gonna pick one. Just what is it gonna be? The reality is in a Fortune 500. You're gonna have multiple panes of glass using to determine which two or which three are you comfortable with? Maybe all the panic last for deployment. Maybe we'll have a panic glass for ops. The interesting thing that I'm really looking for, though, is where this heads with multi cloud. Because I believe at least to my definition, multi cloud is kind of fiction if you talk about actually managing it because Dev ops are cool. But you know, when you got a multi cloud, you break Dev and you break ups. So this is a way Arc is a way to keep. If you buy into their Dev and the Rapps and their security, you would go all in on our. >>So I'm actually interested in what you were talking about with Microsoft going sort of working behind the scenes to Wall Street, presenting this one thing but really working behind the scenes and then talking about being at the conference in everyone, gasping at Andy Jassy how much our company's really paying attention to every birth of these companies in terms of their competition with each other to to be number one. >>Oh, they'll all say that they don't track the competition, but they all say they all have these massive competitive teams that are operating in a real time and I guarantee you all of Microsoft's competitors Aire watching all these are are here on doing that. Now I think the best companies are looking forward trying to change the game if they have to change the game. Trench vendors are really have been playing catch up mode, right? If you were 100% on Prem and you were talking about the public cloud, you're gonna be in trouble. I think, actually, oracles a great example of they're in trouble, particularly with I s I c databases of service. But it's like too little, too late. And I think they're paying the price right >>now. Patrick A Thanks for teeing up the Oracle piece because one of one of the topics that saga repeatedly talked about in the keynote was trust. It's actually the exponential t to the environment. If you talk about the ecosystem. Microsoft. If you look at the hyper scale, er's is probably more trust in others. We talk about people wanting to break up cos well, you know, we tried to break up Microsoft back years ago way know what happened there, and Oracle was up on stage it Oracle openworld saying you want to run or go on the cloud. Here's Azure. There are partner. We actually think that was a keep east of the jet ideal eyes enabling that environment. So the question I have for you is first, Do you agree that the ecosystem believes that Microsoft is more trusted? But what about customers? I think you actually made a tweet about it, right? Because I wonder, you know, historically speaking, Microsoft was not the most trusted. It was the one that, you know, I was right behind Oracle esta who I spent the most. Licensing money to Microsoft has changed. Are they trusted partner for companies building their strategy? >>I have to say, based on the last, we'll call it five years level of Microsoft Trust has raised. And there are other players who make Microsoft look like the super trust zone. Okay, I mean, in what they're maybe what they're doing in a breaking consumer privacy, Let's say, 95% of your businesses advertising right. >>Let's just say what you imagine this right? >>Having commercial offerings that are SAS offerings out there. I think you do have to ask the question, but But listen, I think, um, nobody's mother Theresa here. Okay, Everybody's trying to get business, but I do believe particularly Cincinnati has been here. Level has trust has has gone up, and I hear it from clients that I that I meet with all the time other people are on the naughty list for sure. Even those 95% advertising companies who haven't, let's say, done something. That's horrible. But it's just the notion that something could go wrong. I mean, enterprises, they're slow to adopt their very conservative and makes great fun. >>Exactly So. Well, one of the other big announcement is power platform, not water. What are you What are your impressions of this? I mean, is it is it just semantics? I mean, is this just really the umbrella of a lot of things we've seen before? Or is it something new and different? >>So we wait, did see some brand changes of name changes, but we did did see Cem Cem riel movement here. I like to put even though they're different. I like to put a B I dynamics 3 65 and power kind of in the same region because it's Hey, I'm teeing up. Um, hr at for you or C R Ram, But then you're gonna build APS on top of that. And that's what where power comes into play, I think the r p a portion was relatively new and what they brought out. But I wouldn't say this was the big news rollout for, uh, for power. I do think, interestingly enough, is it is it is their largest growth area. If you think about what? Let's a sales force tracking up. What s a P is doing out there? Even a work day? That is, if I look at the cubic dollars that are available, that is their first or second business driver. So I was expecting a little bit more news here. How about you? >>Well, I mean, I I'm I'm just the host here. You're the analyst. You know what you're talking about? I think that how I mean, what do you think? Do? >>Yeah. No, Patrick, you know, from people I've been talking to, there's a mixture of some of it was pulling everything together, but there is a rapid movement. You know, when I talked to the r p. A vendor's out there, it's not right. It's not like they're all quaking in their boots. They're still partner with Microsoft shirt. We see IBM in S A p. Everybody's going after that environment. Come on. Our P a is the gateway drug to a I ITT. It's Rebecca was at exactly show recently talking about that so back to that trust. Their Microsoft is not usually making announcements that you walk across the booth and there's a few people you know saying, Can we roll out the beer early? Because we think our business is ruined. That's where some of that trust isn't Microsoft. But that being said, you know, it was curious to me that they didn't have any big partnerships announcement last year. McDermott was up on stage on Dhe. You know he's changed companies since then, but there was a couple of small open source announcements, but not any large partnership announcement. So ecosystem majorly important. Any commentary from you how Microsoft is doing in that grand battle for you? >>So if I look the past couple of years when some of the biggest players CEOs were on stage right, it was about OD I Hey, let's share our data s a P, probably one of the bigger one even though they're doing with Salesforce's. Well, and I think that was a giant giant leap for folks and second of all way, working to see Larry on stage. Because by the way, that I agree with you on Jen. I That was a huge deal to me. Was Oracle outsourcing? I asked Asher, right, That would have been newsworthy. Okay, if I look at what could have been up here, not that there aren't more strategic deals that could be done. I think they're I think people are busy executing at this point. But if you look at who's gonna share the data without the eye that was the biggest. Working with different clouds. Well, we're not gonna get eight of us to get up on stage here, right? We're not gonna get G c. P here on stage, although, although we could have gotten WebEx up stage because apparently WebEx at a Cisco and teams are becoming friends. And maybe we'll see that on a slightly smaller stage >>enterprise connect kind of launch than it is a Microsoft show. >>Exactly. But I was surprised, you know, and I think it's a testament to how powerful teams actually is on. It's funny when, um um teams, which everybody thought was dead after Slack was announced and hang out with Google has actually ended up being the darling off the enterprise. And not just because it comes free with your M one subscription, right? It's really it's a good product. It's a shockingly good product. You don't have to do any of the any security. If you have any security challenges of anything in Microsoft, you'll avenues you here. But that's not the case. It all uses the back and of Microsoft for security and and regulatory. So anyways, I know I'm veering off here. But there was one partner announcement that I saw. It was Cisco WebEx being friends with teams. >>Can't we all just get along? I mean, there we go. When there's money, everybody exactly every continually we can't. It's too >>expensive to go out on your own. >>Patrick always so much fun to have you and I should having you. I'm Rebecca Knight. For Sue Mittleman, >>stay tuned For more of the cubes, live coverage of Microsoft ignite

(upbeat electronic music) >> Announcer: Live from Chicago, Illinois, it's theCUBE, covering Veeamon 2018. Brought to you by Veeam. >> Welcome back to Chicago everybody, the Windy City, you're watching theCUBE, the leader in live tech coverage and we're here day two at Veeamon 2018, theCUBE's second year doing Veeamon, and I'm Dave Vellante, with my cohost, Stu Miniman. Patrick Osborne is here, the newly minted VP and GM of big data and secondary storage. >> And CUBE alumni. >> HPE and many time CUBE alumni, did you get a sticker? >> Yeah, it's already on my laptop. >> Oh, awesome, great to see you again. >> Good to see you guys. >> Thanks so much for coming on, always fun at Veeamon. >> Yep. >> They have a big presence. Your show, HPE Discover, they painted the Chi-Town green. >> Patrick: Yep. >> What's going on at the show for you guys? >> So a huge partner for us, in our ecosystem, as you guys know, HPE and the world of virtualized workloads, like, you know, we definitely own the space in terms of the number of Veeams sitting on our infrastructure and they are a great partner. You know, we've got thousands of customers, and I think what we're seeing, too, is that as Veeam grows up into the midsize and enterprise space, that is, you know, that's where our wheelhouse is. And so we're getting a lot of customer interactions in that space, and then, with some of our offerings around Nimble and SimpliVity, where they play very well in the commercial segments, that's a great way for us to go grab new logos, be present in the channel. So it's a really good partnership for us on both ends. >> I definitely want to understand what's going on in big data, but before we get there, let's talk a little bit about secondary storage and your point of view there. We know that data protection is moving way up on the list of CXO priorities, we also know there's a dissonance in the customer base, between the expectations of how much automation is actually there from the line of business, versus what IT can deliver. >> Patrick: Yeah, yeah. >> And so there's this gap and now you have multi-cloud coming on in a big way, digital transformation, and so it feels like backup and recovery and data protection is transforming. Throw in security and it even complicates it further. What's your point of view on what's going on in this mix? >> Well, certainly the sands are shifting in the secondary storage market. I think because of a heightened customer expectation in this area, whether it's, you know, I want to do more with my data, running things that we do at Veeam, like test data, automation, Sandboxing, security, you know, ransomware. All those are higher level data services than just what people were doing in the past around backup and recovery. So for us, we're really focused a lot on automation right in this space. The death of backup and recovery in that traditional space is essentially caused by comPlexxity, right? So automate or die in this space, nobody wants to deal with backup, right? What you want is outcomes, and what we're doing is, for our product line, we've got sort of this three-tiered mantra, of predictive, cloud-ready and timeless. So we want to be able to, through platforms like InfoSite, be able to heavily, heavily automate all those activities. Cloud-ready, because, you know, as we talked before, it's a hybrid world. People, especially in secondary storage, want to have some data on-prem, and certainly a lot of it for archival and retention off-prem. And then, timeless is sort of this scenario around, even though I'm operating a data center, I want the purchasing experience to be elastic, and like, again, the cloud, right? So consumption-based as a service. So that's what we're trying to bring to the market for secondary storage and storage in general. >> Dave: Awesome. >> Patrick, as I look at this space, you talk about that hybrid, multi-cloud world that we talked about. The two big, main things are data and my applications. So you talked a bit about the data, connect for us, kind of the applications and things, cloud native and 12 factor microservices, versus traditional applications. And you've got that whole spectrum, what are you seeing from your customers and how are you helping them? >> Yeah, so, we're definitely seeing a lot of the tech leading customers in the enterprise from HPE, you know, the big logos, right? They're out there disrupting themselves, disrupting industry, are massively betting on analytics, right? So, they've moved certainly from databases to batch now, it's all, you know, I think people call it fast data, streaming analytics, Kafka, Spark. So we're seeing, that part of our business that HPE's growing, like, non-sequentially, right? So it's really good business for us. But what's going on right now, is that the customers who are doing this, these are all net new apps. Kubernetes, you know, new styles of application, it's not a rip and replace, it's more of an augmentation scenario, where you're providing new services on top of existing apps. So that is very new and I think one of the things we'll see over the next couple of years is, how do I protect those workloads? How do I provide multi-cloud for them? So it's an interesting space, it's very nascent, a lot of tech-heavy investment going on for the, you know, the big players in the market. But that's going to have a long tail into the mid range. >> How will the data protection architecture sort of change for those new emerging applications? You know, maybe IoT is another piece of that. And maybe, where does your partnership with Veeam fit into that? >> Yeah, so we are having a number of strategy discussions on that this morning, you know. And I think that space is, you know, there's a lot of identification that has to go on. Do I want to back it up, do I care? Right, are those persistent streams? Or that IoT data that's coming in, do I really have to back it up at the end of the day or can I back up the results? So, a lot of it is not just an availability issue, it's certainly a data management issue. But a lot of the tools that we would need to do that, today, they're focused on bare-metal, VM wear, virtualization, a lot of stuff that hasn't been written yet, right? So I think there's a lot of actual tech development that has to go on in this space and I think we're kind of poised together as partners to deliver in that area the next couple years. >> You guys have this tagline, "We Make Hybrid IT Simple." >> Patrick: Yes. >> IT, you know-- >> Patrick: Very quantifiable. >> It ain't simple. (laughter) So, where does storage fit into that equation? >> Yeah, the stats that blow my mind was, I think IBC came out with this, was that there's essentially around 500 million apps in the data center today. And then, in any sort of spectrum of bare-metal, being virtualized, maybe being containerized, in the next four years there's going to be 500 million net new apps, right? So that's like, it's mind blowing, in terms of, most people have a flat budget, maybe a little increase. So you think that you're doubling the amount of apps you have and all the services around it. So for us, the automation piece is absolutely key, right? So anything we can do with InfoSite as a platform, we're going to be extending that to other products, you see we've done it for 3PAR, we'll be bringing that experience. But anything we can do around automation, analytics, that's going to take a lot of the mystery and comPlexxity out of managing these apps and services, I think is a win for the customers, and that's why they're going to buy into the platforms. >> Yeah, it's like, imagine if you're a young family, you've got two kids and you have twins. >> Patrick: Yeah. (laughter) >> Uh-oh. (laughs) >> Or you decide to have two more, like I did. (laughter) >> Patrick, we've been talking about intelligence in the storage world for decades. >> Yes. >> Why is it real, you know, more real and different now, than it was in some of the previous generations? >> Yeah, I think, you know, some of the techniques... So, we've had systems that have called home and brought telemetry home forever, right? But I think what's going on is that, as you take the tools that we've developed, and a lot of them are new, right, that are allowing you to do this, it's the practition of the data science, which is like the key, at the end of the day. InfoSite is an amazing piece of technology, a lot of the magic is in the way that you set up your teams, and to be able to take that on, right? So, it's no longer a product manager, an engineering guy, support person in a different organization, right? What we have is what's called a peak team, right? Which just takes all the functions, brings them together with a data scientist, to be able to take a look at, how can I do machine learning, AI, a more predictive model, to actually take use of this data, right? And I think the techniques and the organizational design is the big change that's happened over the last couple of years. Data's always been there, right? But now we know what to do with that. >> Yeah, and like you said before, the curve is reshaping, it's not this linear Moore's Law curve anymore. >> Patrick: Yeah. >> It's this exponential curve. >> Patrick: Exactly. >> I can't even draw it anymore you know, it used to be easy, just put the dotted line straight out, now it's twisting. So, that increases the need obviously, for automation. Now talk about how HPE's automation play is differentiable in the marketplace. >> So I think a couple of things from a differentiated perspective. Obviously we talked a lot about InfoSite as a platform, as a portfolio company, we're definitely trying to take out the friction, in terms of the deployment and automation of some of these big data environments. So our mission is to be able to, like you would stand up some analytic workloads in the public cloud, to provide that same experience, on-prem, right? And essentially be the broker for that user experience. So that's an area that we're going to differentiate, and then, you know, in general, there's not that many mega portfolio companies, right, anymore. And I feel like, that we're exploiting that for our customers, bringing together compute networking and storage. And certainly on the automation side. So you know, for us, I really feel that you're no longer going to be buying on horizontal lines anymore. You know, best of breed servers, best of breed networking, best of breed storage, but bringing together a complete, vetted stack for a set of workloads, from a vendor like HPE. >> Yeah, and it was just announced, the deal's not closed yet, but just to mention to the audience, HPE just made an acquisition of Plexxi, a networking specialist-- >> Patrick: Yeah, a good friend, too, Rich Napolitano. >> Rich Napolitano. Just this week, which is interesting, because that brings cloud scale to some of the hyperconvergence infrastructure. It's essentially hyperconverge networking, so really interested to see how that plays out. HPE has made a number of really effective acquisitions over the last several years, starting really with 3PAR, was the one. Clearly Aruba, you know, the Nimble acquisition, you know, SimpliVity, so, SGI. So some really strong, both tactical and strategic moves for HPE, really interested to see how Plexxi sorts out. Okay, we got to talk sports for a minute. I asked Peter McKay this question, I asked his boss, some sports fans, if you were Robert Kraft, would you have traded Tom Brady? >> (sharp inhale) No. >> No way? >> No way, no way. >> Okay, that's consistent with McKay. >> Yeah, no way, that's like trading Montana, that didn't work out. >> That did work out, right? They traded Montana, then they won another Superbowl. >> Yeah, I know, I mean, I think, for me, he's an icon and then he's still operating at maximum efficiency, which is amazing, but I think he got a lot of legs in him. >> What do you think of the... Well hopefully he stays, hopefully he does play 'til 45. What do you think of the Garoppolo trade, though? Are you disappointed that they didn't get more, or do you think it was the right move to hang on, just in case Brady went down again? >> I think it's the right move at the end of the day, right? You're not going to get much from him anyways, and they're certainly not going to pay him out as a backup quarterback. What I don't like, though, is the fact that he's gone to the 49ers, and that's where most of my engineering team is in the Bay Area. So, to have to deal with yahoo 49ers fans, you know, for the next couple years, is going to be painful. But it's good, it's a good renewed rivalry. >> So you're not a-- >> Celtics, Warriors, you know, Patriots, Niners. >> You're not an instant transplanted 49ers fan, because of Garoppolo, right? >> Patrick: No, absolutely not. >> He's a carpet-bagger, right? >> He's out, he's off the team, he's out of the house. >> I love it, okay, Bruins were a big disappointment this year. >> Yeah, yeah. >> We thought that, you know, the Celtics were super exciting, let's go there, I mean. You know, you watched the Celtics early in the year, 'cause your like, after Hayward went down, you're like, kind of' we were all walking around like this. And then you-- >> I felt like, it's like where Kennedy was shot, right? I know exactly where I was, right? >> Right, and you had people blaming Danny Ainge for, like, making a move, I'm like, come on, guys. And you see what happened with the young players, and then they sort of tailed off a little bit, they were struggling, you know, Ky was trying to find his way and now they're the exciting team. Up to on Cleveland, I mean, you got to believe that Lebron is going to step up his game with a little home cooking. But let's assume for a second that they get by Cleveland (laughs) which will be a huge task. I mean, I don't think there's anybody in the NBA who can stop Kevin Durant, but I'd love to see Marcus Smart try. >> So two things in that scenario. One is that, who needs Kyrie Irving more right now, Cleveland or Boston, right? (laughter) Which is amazing, can you imagine saying that a couple months ago? It blows my mind. And then, for me, it's a revamping of the NBA, right? If you get the Celtics versus the Warriors in that style of play, I mean, it's definitely, it's changed the whole game, right? Shooting guards, ballers, I think it's fantastic to see, you know, a whole new style of play in the NBA. >> It's so exciting to see the Celtics back in. >> Team basketball, defense, passing, all of it, it's great. >> And ESPN is losing their minds, they don't know what to do. Stephen A Smith doesn't know what to say. >> Patrick: ESPN Live. >> He's actually pissed I think, yeah. (laughter) So, now, Stu, you're a Yankees fan, of course, and you know my line on the Yankees. Stu's kind of a weekend Yankees fan. My line on the Yankees is, that sucks you can't beat us in April. (laughs) Here it is in May. >> Dave, I'm just quiet around you, because I know where my paycheck comes from. >> I appreciate that perspective, Stu, okay. >> Patriots win, we're in agreement. >> Think about all these renewed rivalries, it's great. Celtics, Sixers, Red Sox, Yankees, it's unbelievable. >> And like I said, San Francisco-- >> Patrick: Phillies! >> And the Pats. >> The Pats! >> Well Patrick, always a pleasure seeing you, thanks for making time out of your busy schedule. >> Yeah, absolutely, it was great. >> For coming on theCUBE. Alright, keep it right there everybody, we'll be back with our next guest, right after this brief break. You're watching theCUBE, Live from Veeamon 2018. (upbeat electronic music)

>> Announcer: Live from Chicago, Illinois, it's theCUBE! Covering VeeamON 2018. Brought to you by Veeam. >> Welcome back to the Windy City, everybody, you're watching theCUBE, the leader in live tech coverage. This is day two coverage of VeeamON 2018. I'm Dave Vellante with Stu Miniman, my cohost. Peter McKay is here, he's the co-CEO of Veeam. Peter, great to see you again, >> Great to be here David, Stu. >> Thanks so much for making some time. Lovin' the show, we're watching the evolution of Veeam. You know, go from scrappy fighter, now movin' up the stack. We know from our research that data protection and orchestration are moving up the list on CXO priorities. You were brought in to really uplevel, top-level the company's messaging, the branding, the talent. How you feelin'? >> I'm feeling good, I think this was a major step, right. You know, a lot of work going in to just really understanding the market, for me at least. Coming out of VMware and coming into an availability market. So I became a student of the space, talking to a lot of customers, talking to a lot of partners, really pulling together what that business message is, versus a feature-function message. What we were doing to actually help drive the business, you know, especially now when more and more data is being accumulated, more and more companies are digitizing their organization. And for us, we're kind of the ones that keep that up and running. I think it was important for us to make sure that message gets out, to when we deliver it in the market, that people think of us as that strategic solution for their mission critical, always-on, which we call hyper-availability, for the enterprise. Any app, any data, any time. >> Very partner focused event, here. You can't walk anywhere without bumping into a partner. When, you were at VMware for a number of years, and VMware was famous for every dollar spent on a VMware, some number, $15, $17 was spent on the ecosystem. So that was sort of, probably ingrained, in the ethos of your career, right? >> Yeah, and you know, when coming here you recognize there was a lot of great discussions, a lot of good technology integration with, you know, companies like Cisco and HP and NetApp and others. But there wasn't this follow-on go-to market. Like, how can we make it easier for our customers? How can we make it easier for our customers to buy a combined solution versus a technology? And so to do that well, we recognized early that we had to uplevel the relationships we're having with Pure and Nutanix and all these other companies that were really getting in front of these enterprise and mid-market companies, but with multiple tracks. And we felt that if we can do more together with them, that we would have, the customers would have a better experience. And so, we started going down that path, we started to do things more together. Merging that value proposition together with these companies. And then merging our sales efforts together. It brought about a tremendous impact on just the customer success, their experience in leveraging our technology. And this is just kind of the start of it, because I think there's a lot more to come, that on the partner side that I think is going to be, you know that gets us to that two billion, three billion mark. >> Yeah, so I wanted to touch on that so, that combined with the expansion of your product portfolio, the move into cloud and multi-cloud and orchestration expands your TAM significantly. Talk about some of the numbers. Over $800 million in bookings-- >> 827, yes. >> 30 plus percent growth, >> 36. >> 36% growth. >> But who's countin'? (laughs) >> Oh that's good, and so, now, and of course currency as a Swiss based company, let me get this right, currency now is somewhat of a headwind for you guys, right? So you're blowing through that, or no, do you guys hedge or how do you handle it? >> Nope, we're US dollars, everything is US dollars. Everything is US dollars. >> So that's a tailwind then for you guys? >> That is, it is, you know, lookit. We've always operated as a long-term software company. A long term sustainable, we don't have the quarterly, we're not public, right? So we don't have to hit targets in earnings along, and you know currency's going to go up and down at various times. Some days, some times, you're going to have the benefits, the tailwinds and headwinds. So, for us, we just continue to make the right decisions based off of where we see what's the best interests of our customers, what's the best interests of our partners, and then let the dust settle. >> But you do pay attention to the months and the quarters internally? >> We do, yes, well in large part because our ecosystem does, right? When you're selling with Cisco you need to know when their quarter ends, and when their year ends, right? Or Nutanix, because they're all motivated by those quarters. And I've always been in, for the most part, public companies that had that quarter. So we still operate that way, but the way we make decisions is based on what's the long-term best interests of our customers. >> And there's not that external 90-day shot clock, Stu, as we talked about. >> No, yeah, no. Yeah, so Peter one of the things that's really interesting to look at at your company, you're at 133 customers a day. That's 10,000 a quarter. Very different when you talk about the enterprise, it's not just how many customers, but there's, at least traditionally been more, it's more belly-to-belly. You have to be deeper engaged. You've got this partner? Bring us inside a little bit, some of the challengers there are about going from the scale and simplicity that built Veeam, to deeper in to these enterprises. >> That's a really good question, and you know there is two elements of that. The first one is first, do no harm. Your SNB business is cranking double digits, your mid-market is cranking double digits, and invest heavily in this massive opportunity we have in front of us in the enterprise. But make no mistake, that's a major effort that we've embarked on two and a half, three years ago. Our technology, as you mentioned it, is broadening. Our messaging is upleveled. Our focused marketing efforts are very much targeted to very specific customers. Our support is different, I mean everything we do. The ecosystem is different to go into that enterprise space. So it's a massive investment that we're doing around the globe, to get much closer to those companies. But, we're not losing what made us great. Which, get in the door, just get in the door to any of these companies. You're going in, you're going to Coca-Cola, just get in the door and then do a really good job and expand from there, which is really what we've been doing since the beginning. >> On that, you know I heard like, AIX support is coming. All the enterprises like, well but I have this other application that you're not certified. You go down the SAP HANA route, and Oracle and everything else, you can just get bogged down in so much red tape. >> And that's changing, it used to be that we're, not used to be we are the number one VMware backup. We're the number one virtual backup. And we're the best in the world at virtual. But, and Ratmir would always say, we're just going to do virtual, virtual. Well in the enterprise, that can't be, right? You need to be, obviously virtual, cloud, 'cause every conversation you're having is multi-cloud, right? And you need physical, because there's 10, 15, 20% of all these enterprises that are going to stay physical. And so for us, we needed to do that. Now we've done, now we can do virtual, physical, and cloud for our enterprise customer, for everybody, but we see it more in the enterprise. >> When Veeam first started, it saw an opportunity to help with the virtualization problem. Backup had to change with virtualization. Veeam, right place, right time, right product and right attitude, boom. What's more straightforward than what's going on now, what's happening now, and I wonder if you could comment, from our perspective is, there's a dichotomy between what the businesses expect in terms of the levels of data protection, the levels of orchestration and automation that exist, and what IT can deliver. And it seems like Veeam is trying to fill that gap. Which says a couple things, it's a jump ball, to use the basketball analogy, which we'll be talking about later. And the second thing is that there's a lot of potential for customer churn. Which is good news for you guys. >> First off, there's a lot of churn going on. Anybody that bought a solution two, three, four, five, 10 years down the road, the game has changed, right? We kind of track three things. One, it's all about the data, right, and the data today is becoming much more critical for businesses, right? Our business, every business, it's all making better decisions with more critical data and at the right time. The second is it's massive data growth. It's exponential, it's, what did they say? 2x every, every, 10x every five years? And so we're seeing this massive increase in growth of data that if you use the same methods you used in the past, it's really expensive and really difficult to be able to manage that and keep it running and available. And the last is sprawl, it's everywhere. I mean data is on devices, from thermostats to automobiles to everywhere. And so, used to have it sitting in an easy data center, and now the data is everywhere. And so, you have the criticality of data, you have the massive growth in data, and you have a massive sprawl of data. And what we believe is we want to be that hyper-availability solution. That we're protecting that data, we're helping you manage that data, we're helping you orchestrate that data, and be able to protect it for companies who need it in real time because it's becoming so critical today. >> The other change that we would observe, is you're really kind of going from what was a product company, to a platform company. You showed that platform slide. Talk about the importance of platform in the enterprise to sustain growth. >> Yeah, I think there's, in the enterprise obviously it's more complicated. And you know, because of the sprawl, because of all the things I mentioned, it needs a bigger, broader solution that can be able to handle backup, backup and recovery, replication, failover. You need to be able to have a single pane of glass, whether it's in the cloud or on premise. You need to be able to manage and orchestrate workloads, from on premise, I want to put it in Azure, or I want to put it in Service Provider, and so the ability to be able to automate and orchestrate that movement requires a platform to be able to do that. With us, but also the ecosystem, right? I mean do it with the hardware providers, people who have a component for security, to make sure that if we detect ransomware, to kick off a backup, a clean backup. And so, this orchestration and automation is going to be a critical part of that platform. >> Peter, I wonder if we could step away from the technology for a second, talk a little bit about culture. We've been noting you come on board, Veeam's always had a good team, but been bringing on some key pieces, especially help focused on the enterprise. It's a challenge for a lot of companies to get into that space. Why is Veeam positioned well, talk to us about your methodology on how you bring these type of people in. >> We have, we've grown a thousand people over the last 12 months and that's on top of what we did the year before, and we're probably going to add another seven, eight, a thousand people this year. And the key is to do two things. One, we're investing heavily in our team, today, right? Because we're growing at 36% year over year, you're doubling almost every three years, less than three years. So you need to have that investment in the existing team, married with skillsets from outside, and bring in the best talent I can get to blend with that culture. So marry the culture of old with the culture of new, and that's, you know we look for hungry, humble, and smart. People who fit that description, that's what we look for, that's what we check for when we're recruiting top talent, whether an executive or you know, a front line sales rep or customer support. >> So, we only got a couple minutes, I got a question. If you were Robert Kraft, would you have traded Tom Brady? >> Oh, you saved that question! (laughs) >> What do you think? We're going to chime in, Stu and I have an opinion. >> If I was Robert Kraft, no, I would not have traded Tom Brady, Tom Brady has earned the right to plan his future with the Patriots. I think this needs to be a happy ending for Tom Brady, and I think it would be a happy ending for Robert Kraft, I would have proactively figured out how to handle Garoppolo far better than they did, I thought they handled that poorly, but no I would not have traded Tom Brady. >> So you mean, you would have wanted to get more for Garoppolo? >> Definitely. >> Yeah obviously, right, okay. >> If you were going to get rid of him, you should have done it sooner, or you should have done it, you should have figured out, how you'd be able to do it later. >> And got more value. Okay, so you're on the side that basically, Brady should be allowed to cash his chit for all these years taking haircuts, okay. (all chattering) >> Most importantly, performance. There's nobody who performed better. >> And Dave, Brady's performance, it's not like he's fallen off a cliff or he's some old man. >> He was MVP! >> Come on Dave, didn't you hear the note today? The reason Tom Brady's staying in there, is he hasn't gotten a thousand yards of rushing yet. I think he's 36 yards off, you know, >> That could take another three more years! >> He's way more mobile now than he was 10 years ago. >> Oh, so you guys are both optimists for the coming year? >> Oh, yeah. Well you know-- >> As long as we don't play the NFC East in the Super Bowl, we're okay. (speaking quietly) >> Okay, how about the Celts? Up two-zip, LeBron really, he showed up in the first quarter last night. I know you couldn't watch the game, because you were hosting a bunch of different events, but do you think LeBron's going to come back at home, a little home cooking? You know, can the Celts make it to the finals? >> I think Brad Stevens has exposed the Cleveland Cavaliers for the team that they are. Which is LeBron and a bunch of other guys. And so I think, yes LeBron's going to have, I mean he had 45 points, so it's like we're waiting for him to break out, hit 45 points and they still lost. So I'm not so sure you're going to see that massive resurgence, I think they'll get one game in Cleveland, I think the Celts will have one game, they'll win one game in Cleveland. >> I mean, I think you're right, I think Brad Stevens has exposed the supporting cast. Now unfortunately, if the Celtics make it that far, the Warriors aren't going to be exposed, 'cause their supporting cast is pretty strong. But it'll be great to get there, to compete. >> How about getting there, with your two top players are out. >> And what do you think, Gordon Hayward comes off the bench next year, he's your sixth man, I mean wow. >> Yeah, who do you trade to get even, and what would you trade for, to make the team better? I mean it's already in great shape. >> It's good to be a Boston sports fan isn't it? >> Peter: It's great to be a Boston sports fan. >> Peter thanks so much for coming to theCUBE, always a pleasure seeing you. >> Dave, Stuart, good to see you. >> Alright, keep right there, everybody, we'll be back with our next guest. VeeamON 2018, from Chicago, you're watching theCUBE.