>>from around the globe. It's the Cube with digital coverage of data automated and event. Siri's Brought to You by Iot Tahoe Welcome, everyone to the second episode in our data automated Siri's made possible with support from Iot Tahoe. Today we're gonna drill into the data lifecycle, meaning the sequence of stages that data travels through from creation to consumption to archive. The problem, as we discussed in our last episode, is that data pipelines, they're complicated, They're cumbersome, that disjointed, and they involve highly manual processes. Ah, smart data lifecycle uses automation and metadata to approve agility, performance, data quality and governance and ultimately reduce costs and time to outcomes. Now, in today's session will define the data lifecycle in detail and provide perspectives on what makes a data lifecycle smart and importantly, how to build smarts into your processes. In a moment, we'll be back with Adam Worthington from ethos to kick things off, and then we'll go into an export power panel to dig into the tech behind smart data life cycles, and it will hop into the crowdchat and give you a chance to ask questions. So stay right there. You're watching the cube innovation impact influence. Welcome >>to the Cube disruptors. Developers and practitioners learn from the voices of leaders who share their personal insights from the hottest digital events around the globe. Enjoy the best this community has to offer on the Cube, your global leader. >>High tech digital coverage. Okay, we're back with Adam Worthington. Adam, good to see you. How are things across the pond? >>Thank you, I'm sure. >>Okay, so let's let's set it up. Tell us about yourself. What? Your role is a CTO and >>automatically. As you said, we found a way to have a pretty in company ourselves that we're in our third year on. Do we specialize in emerging disruptive technologies within the infrastructure? That's the kind of cloud space on my phone is the technical lead. So I kind of my job to be an expert in all of the technologies that we work with, which can be a bit of a challenge if you have a huge for phone is one of the reasons, like deliberately focusing on on also kind of pieces a successful validation and evaluation of new technologies. >>So you guys really technology experts, data experts and probably also expert in process and delivering customer outcomes. Right? >>That's a great word there, Dave Outcomes. That's a lot of what I like to speak to customers about. >>Let's talk about smart data, you know, when you when you throw in terms like this is it kind of can feel buzz, wordy. But what are the critical aspects of so called smart data? >>Help to step back a little bit, seen a little bit more in terms of kind of where I can see the types of problems I saw. I'm really an infrastructure solution architect trace on and what I kind of benefit we organically. But over time my personal framework, I focused on three core design principal simplicity, flexibility, inefficient, whatever it was designing. And obviously they need different things, depending on what the technology area is working with. But that's a pretty good. So they're the kind of areas that a smart approach to data will directly address. Reducing silos that comes from simplifying, so moving away from conflict of infrastructure, reducing the amount of copies of data that we have across the infrastructure and reducing the amount of application environments that need different areas so smarter get with data in my eyes anyway, the further we moved away from this. >>But how does it work? I mean, how do you know what's what's involved in injecting smarts into your data lifecycle? >>I think one of my I actually did not ready, but generally one of my favorite quotes from the French lost a mathematician, Blaise Pascal. He said, If I get this right, I have written a short letter, but I didn't have time. But Israel, I love that quite for lots of reasons >>why >>direct application in terms of what we're talking about, it is actually really complicated. These developers technology capabilities to make things simple, more directly meet the needs of the business. So you provide self service capabilities that they just need to stop driving. I mean, making data on infrastructure makes the business users using >>your job. Correct me. If I'm wrong is to kind of put that all together in a solution and then help the customer realize that we talked about earlier that business out. >>Yeah, enough if they said in understanding both sides so that it keeps us on our ability to deliver on exactly what you just said is big experts in the capabilities and new a better way to do things but also having the kind of the business understanding to be able to ask the right questions. That's how new a better price is. Positions another area that I really like his stuff with their platforms. You can do more with less. And that's not just about using data redundancy. That's about creating application environments, that conservative and then the infrastructure to service different requirements that are able to use the random Io thing without getting too kind of low level as well as the sequential. So what that means is you don't necessarily have to move data from application environment a do one thing related, and then move it to the application environment. Be that environment free terms of an analytics on the left Right works. Both keep the data where it is, use it or different different requirements within the infrastructure and again do more with less. And what that does is not just about simplicity and efficiency. It significantly reduces the time to value of that as well. >>Do you have examples that you can share with us even if they're anonymous customers that you work with that are maybe a little further down on the journey. Or maybe not >>looking at the you mentioned data protection earlier. So another organization This is a project which is just kind of hearing confessions moment, huge organization. They're literally petabytes of data that was servicing their back up in archive. And what they have is not just this realization they have combined. I think I different that they have dependent on the what area of infrastructure they were backing up, whether it was virtualization, that was different because they were backing up PC's June 6th. They're backing up another database environment, using something else in the cloud knowledge bases approach that we recommended to work with them on. They were able to significantly reduce complexity and reduce the amount of time that it systems of what they were able to achieve and what this is again. One of the clients have They've gone above the threshold of being able to back up for that. >>Adam, give us the final thoughts, bring us home. In this segment, >>the family built something we didn't particularly such on, that I think it is really barely hidden. It is spoken about as much as I think it is, that agile approaches to infrastructure we're going to be touched on there could be complicated on the lack of it efficient, the impact, a user's ability to be agile. But what you find with traditional approaches and you already touched on some of the kind of benefits new approaches there. It's often very prescriptive, designed for a particular as the infrastructure environment, the way that it served up the users in kind of a packaged. Either way, it means that they need to use it in that whatever wave in data bases, that kind of service of as it comes in from a flexibility standpoint. But for this platform approach, which is the right way to address technology in my eyes enables, it's the infrastructure to be used. Flexible piece of it, the business users of the data users what we find this capability into their innovating in the way they use that on the White House. I bring benefits. This is a platform to prescriptive, and they are able to do that. What you're doing with these new approaches is all of the metrics that we touched on and pass it from a cost standpoint from a visibility standpoint, but what it means is that the innovators in the business want really, is to really understand what they're looking to achieve and now have to to innovate with us. Now, I think I've started to see that with projects season places. If you do it in the right way, you articulate the capability and empower the business users in the right ways. Very significantly. Better position. The advantages on really matching significantly bigger than their competition. Yeah, >>Super Adam in a really exciting space. And we spent the last 10 years gathering all this data, you know, trying to slog through it and figure it out. And now, with the tools that we have and the automation capabilities, it really is a new era of innovation and insights. So, Adam or they didn't thanks so much for coming on the Cube and participating in this program. >>Exciting times with that. Thank you very much Today. >>Now we're going to go into the power panel and go deeper into the technologies that enable smart data life cycles. Stay right there. You're watching the cube. Are >>you interested in test driving? The i o ta ho platform Kickstart the benefits of data automation for your business through the Iot Labs program. Ah, flexible, scalable sandbox environment on the cloud of your choice with set up a service and support provided by Iot. Top. Click on the Link and connect with the data engineer to learn more and see Iot Tahoe in action. >>Welcome back, everybody to the power panel driving business performance with smart data life cycles. Leicester Waters is here. He's the chief technology officer from Iot Tahoe. He's joined by Patrick Smith, who was field CTO from pure storage. And is that data? Who's a system engineering manager at KohI City? Gentlemen, good to see you. Thanks so much for coming on this panel. >>Thank you. >>Let's start with Lester. I wonder if each of you could just give us a quick overview of your role. And what's the number one problem that you're focused on solving for your customers? Let's start with Lester Fleet. >>Yes, I'm Lost Waters, chief technology officer for Iot Tahoe and really the number one problem that we're trying to solve for our customers is to understand, help them understand what they have, because if they don't understand what they have in terms of their data. They can't manage it. They can't control it. The cap monitor. They can't ensure compliance. So really, that's finding all you can about your data that you have. And building a catalog that could be readily consumed by the entire business is what we do. >>Patrick Field, CTO in your title That says to me, You're talking to customers all the time, so you got a good perspective on it. Give us your take on things here. >>Yeah, absolutely. So my patches in here on day talkto customers and prospects in lots of different verticals across the region. And as they look at their environments and their data landscape, they're faced with massive growth in the data that they're trying to analyze and demands to be able to get insight our stuff and to deliver better business value faster than they've ever had to do in the past. So >>got it. And is that of course, Kohi City. You're like the new kid on the block. You guys were really growing rapidly created this whole notion of data management, backup and and beyond. But I'm assistant system engineering manager. What are you seeing from from from customers your role and the number one problem that you're solving. >>Yeah, sure. So the number one problem I see time and again speaking with customers. It's around data fragmentation. So do two things like organic growth, even maybe budgetary limitations. Infrastructure has grown over time very piecemeal, and it's highly distributed internally. And just to be clear, you know, when I say internally, that >>could be >>that it's on multiple platforms or silos within an on Prem infrastructure that it also does extend to the cloud as well. >>Right Cloud is cool. Everybody wants to be in the cloud, right? So you're right, It creates, Ah, maybe unintended consequences. So let's start with the business outcome and kind of try to work backwards to people you know. They want to get more insights from data they want to have. Ah, Mawr efficient data lifecycle. But so let's let me start with you were thinking about like the North Star for creating data driven cultures. You know, what is the North Star or customers >>here? I think the North Star, in a nutshell, is driving value from your data. Without question, I mean way, differentiate ourselves these days by even nuances in our data now, underpinning that, there's a lot of things that have to happen to make that work out. Well, you know, for example, making sure you adequately protect your data, you know? Do you have a good You have a good storage sub system? Do you have a good backup and recovery point objectives? Recovery time objective. How do you Ah, are you fully compliant? Are you ensuring that you're taking all the boxes? There's a lot of regulations these days in terms with respect to compliance, data retention, data, privacy and so forth. Are you taking those boxes? Are you being efficient with your, uh, your your your data? You know, In other words, I think there's a statistic that someone mentioned me the other day that 53% of all businesses have between three and 15 copies of the same data. So you know, finding and eliminating does is it is part of the part of the problem is when you do a chase, >>um, I I like to think of you're right, no doubt, business value and and a lot of that comes from reducing the end in cycle times. But anything that you guys would would add to that. Patrick, Maybe start with Patrick. >>Yeah, I think I think in value from your data really hits on tips on what everyone wants to achieve. But I think there are a couple of key steps in doing that. First of all, is getting access to the data and asked that, Really, it's three big problems, firstly, working out what you've got. Secondly, looking at what? After working on what you've got, how to get access to it? Because it's all very well knowing that you've got some data. But if you can't get access to it either because of privacy reasons, security reasons, then that's a big challenge. And then finally, once you've got access to the data making sure that you can process that data in a timely manner >>for me, you know it would be that an organization has got a really good global view of all of its data. It understands the data flow and dependencies within their infrastructure, understands that precise legal and compliance requirements, and you had the ability to action changes or initiatives within their environment to give the fun. But with a cloud like agility. Um, you know, and that's no easy feat, right? That is hard work. >>Okay, so we've we've talked about. The challenge is in some of the objectives, but there's a lot of blockers out there, and I want to understand how you guys are helping remove them. So So, Lester. But what do you see as some of the big blockers in terms of people really leaning in? So this smart data lifecycle >>yeah, Silos is is probably one of the biggest one I see in business is yes, it's it's my data, not your data. Lots of lots of compartmentalization. Breaking that down is one of the one of the challenges. And having the right tools to help you do that is only part of the solution. There's obviously a lot of cultural things that need to take place Teoh to break down those silos and work together. If you can identify where you have redundant data across your enterprise, you might be able to consolidate those. >>So, Patrick, so one of the blockers that I see is legacy infrastructure, technical debt, sucking all the budget you got. You know, too many people have having to look after, >>as you look at the infrastructure that supports people's data landscapes today for primarily legacy reasons. The infrastructure itself is siloed. So you have different technologies with different underlying hardware and different management methodologies that they're there for good reason, because historically you have to have specific fitness, the purpose for different data requirements. And that's one of the challenges that we tackled head on a pure with with the flash blade technology and the concept of the data, a platform that can deliver in different characteristics for the different workloads. But from a consistent data platform >>now is that I want to go to you because, you know, in the world in your world, which to me goes beyond backup. And one of the challenges is, you know, they say backup is one thing. Recovery is everything, but as well. The the CFO doesn't want to pay for just protection, and one of things that I like about what you guys have done is you. You broadened the perspective to get more value out of your what was once seen as an insurance policy. >>I do see one of the one of the biggest blockers as the fact that the task at hand can, you know, can be overwhelming for customers. But the key here is to remember that it's not an overnight change. It's not, you know, a flick of a switch. It's something that can be tackled in a very piecemeal manner on. Absolutely. Like you said, You know, reduction in TCO and being able to leverage the data for other purposes is a key driver for this. So, you know, this can be this can be resolved. It would be very, you know, pretty straightforward. It can be quite painless as well. Same goes for unstructured data, which is very complex to manage. And, you know, we've all heard the stats from the the analysts. You know, data obviously is growing at an extremely rapid rate, but actually, when you look at that, you know how is actually growing. 80% of that growth is actually in unstructured data, and only 20% of that growth is in unstructured data. S o. You know, these are quick win areas that customers can realize immediate tco improvement and increased agility as well >>paint a picture of this guy that you could bring up the life cycle. You know what you can see here is you've got this this cycle, the data lifecycle and what we're wanting to do is inject intelligence or smarts into this, like like life cycles. You see, you start with ingestion or creation of data. You're you're storing it. You got to put it somewhere, right? You gotta classify it. You got to protect it. And then, of course, you want to reduce the copies, make it, you know, efficient on. And then you want to prepare it so that businesses can actually sumit. And then you've got clients and governance and privacy issues, and I wonder if we could start with you. Lester, this is, you know, the picture of the life cycle. What role does automation play in terms of injecting smarts into the lifecycle? >>Automation is key here, especially from the discover it catalog and classify perspective. I've seen companies where they geo and will take and dump their all of their database scheme is into a spreadsheet so that they can sit down and manually figure out what attributes 37 means for a column names, Uh, and that's that's only the tip of the iceberg. So being able to do automatically detect what you have automatically deduced where what's consuming the data, you know, upstream and downstream. Being able to understand all of the things related to the lifecycle of your data. Back up archive deletion. It is key. And so we're having having good tool. IShares is very >>important. So, Patrick, obviously you participate in the store piece of this picture s I wonder if you could talk more specifically about that. But I'm also interested in how you effect the whole system view the the end end cycle time. >>Yeah, I think Leicester kind of hit the nail on the head in terms of the importance of automation because the data volumes are just just so massive. Now that you can, you can you can effectively manage or understand or catalog your data without automation. Once you understand the data and the value of the data, then that's where you can work out where the data needs to be at any point in >>time, right? So pure and kohi city obviously partner to do that and of course, is that you guys were part of the protect you certainly part of the retain. But Also, you provide data management capabilities and analytics. I wonder if you could add some color there. >>Yeah, absolutely. So, like you said, you know, we focused pretty heavily on data protection. Is just one of our one of our areas on that infrastructure. It is just sitting there, really? Can, you know, with the legacy infrastructure, It's just sitting there, you know, consuming power, space cooling and pretty inefficient. And what, if anything, that protest is a key part of that. If I If I have a modern data platform such as, you know, the cohesive data platform, I can actually do a lot of analytics on that through application. So we have a marketplace for APS. >>I wonder if we could talk about metadata. It's It's increasingly important. Metadata is data about the data, but Leicester maybe explain why it's so important and what role it plays in terms of creating smart data lifecycle. A >>lot of people think it's just about the data itself, but there's a lot of extended characteristics about your data. So so imagine if or my data life cycle I can communicate with the backup system from Kohi City and find out when the last time that data was backed up or where is backed up to. I can communicate exchange data with pure storage and find out what two years? And is the data at the right tier commensurate with its use level pointed out and being able to share that metadata across systems? I think that's the direction that we're going in right now. We're at the stage where just identifying the metadata and trying to bring it together and catalog the next stage will be OK using the AP eyes it that that we have between our systems can't communicate and share that data and build good solutions for customers to use. >>It's a huge point that you just made. I mean, you know, 10 years ago, automating classification was the big problem, and it was machine intelligence, you know, obviously attacking that, But your point about as machines start communicating to each other and you start, it's cloud to cloud. There's all kinds of metadata, uh, kind of new meta data that's being created. I often joke that someday there's gonna be more metadata than data, so that brings us to cloud and that I'd like to start with you. >>You know, I do think, you know, having the cloud is a great thing. And it has got its role to play, and you can have many different permutations and iterations of how you use it on. Um, you know, I may have sort of mentioned previously. You know, I've seen customers go into the cloud very, very quickly, and actually recently, they're starting to remove workloads from the cloud. And the reason why this happens is that, you know, Cloud has got its role to play, but it's not right for absolutely everything, especially in their current form as well. A good analogy I like to use on this may sound a little bit cliche, but you know, when you compare clouds versus on premises data centers, you can use the analogy of houses and hotels. So to give you an idea so you know, when we look at hotels, that's like the equivalent of a cloud, right? I can get everything I need from there. I can get my food, my water, my outdoor facilities. If I need to accommodate more people, I can rent some more rooms. I don't have to maintain the hotel. It's all done for me. When you look at houses the equivalent to on premises infrastructure, I pretty much have to do everything myself, right. So I have to purchase the house. I have to maintain it. I have to buy my own food and water. Eat it. You have to make improvements myself. But then why do we all live in houses? No, in hotels. And the simple answer that I can I can only think of is, is that it's cheaper, right. It's cheaper to do it myself. But that's not to say that hotels haven't got their role to play. Um, you know? So, for example, if I've got loads of visitors coming over for the weekend, I'm not going to go build an extension to my house just for them. I will burst into my hotel into the cloud, um, and use it for, you know, for for things like that. So what I'm really saying is the cloud is great for many things, but it can work out costlier for certain applications, while others are a perfect >>It's an interesting analogy. I hadn't thought of that before, but you're right because I was going to say Well, part of it is you want the cloud experience everywhere, but you don't always want the cloud experience especially, you know, when you're with your family, you want certain privacy that I've not heard that before. He's out. So that's the new perspective s Oh, thank you, but but But Patrick, I do want to come back to that cloud experience because, in fact, that's what's happening. In a lot of cases, organizations are extending the cloud properties of automation on Prem. >>Yeah, I thought, as I thought, a really interesting point and a great analogy for the use of the public cloud. And it really reinforces the importance of the hybrid and multi cloud environment because it gives you the flexibility to choose where is the optimal environment to run your business workloads? And that's what it's all about and the flexibility to change which environment you're running in, either for more months to the next or from one year to the next. Because workloads change and the characteristics that are available in the cloud change, the hybrid cloud is something that we've we've lived with ourselves of pure, So our pure one management technology actually sits in hybrid cloud and what we we started off entirely cloud native. But now we use public cloud for compute. We use our own technology at the end of a high performance network link to support our data platform. So we get the best of both worlds and I think that's where a lot of our customers are trying to get to. >>Alright, I want to come back in a moment there. But before we do, let's see, I wonder if we could talk a little bit about compliance, governance and privacy. I think the Brits hung on. This panel is still in the EU for now, but the you are looking at new rules. New regulations going beyond GDP are where does sort of privacy governance, compliance fit in the data lifecycle, then, is that I want your thoughts on this as well. >>Yeah, this is this is a very important point because the landscape for for compliance, around data privacy and data retention is changing very rapidly. And being able to keep up with those changing regulations in an automated fashion is the only way you're gonna be able to do it. Even I think there's a some sort of Ah, maybe ruling coming out today or tomorrow with the changed in the r. So this is things are all very key points and being able to codify those rules into some software. Whether you know, Iot Tahoe or or your storage system or kohi city, it will help you be compliant is crucial. >>Yeah. Is that anything you can add there? I mean, it's really is your wheelhouse. >>Yeah, absolutely. So, you know, I think anybody who's watching this probably has gotten the message that, you know, less silos is better. And it absolutely it also applies to data in the cloud is where as well. So you know, my aiming Teoh consolidate into fewer platforms, customers can realize a lot better control over their data. And the natural effect of this is that it makes meeting compliance and governance a lot easier. So when it's consolidated, you can start to confidently understand who's accessing your data. How frequently are they accessing the data? You can also do things like, you know, detecting anomalous file access activities and quickly identify potential threats. >>Okay, Patrick, we were talking. You talked earlier about storage optimization. We talked to Adam Worthington about the business case, the numerator, which is the business value, and then the denominator, which is the cost and what's unique about pure in this regard. >>Yeah, and I think there are. There are multiple time dimensions to that. Firstly, if you look at the difference between legacy storage platforms that used to take up racks or aisles of space in the data center, the flash technology that underpins flash blade way effectively switch out racks rack units on. It has a big play in terms of data center footprint, and the environmental is associated with the data center. If you look at extending out storage efficiencies and the benefits it brings, just the performance has a direct effect on start we whether that's, you know, the start from the simplicity that platform so that it's easy and efficient to manage, whether it's the efficiency you get from your data. Scientists who are using the outcomes from the platform, making them more efficient to new. If you look at some of our customers in the financial space there, their time to results are improved by 10 or 20 x by switching to our technology from legacy technologies for their analytics, platforms. >>The guys we've been running, you know, Cube interviews in our studios remotely for the last 120 days is probably the first interview I've done where haven't started off talking about Cove it, Lester. I wonder if you could talk about smart data lifecycle and how it fits into this isolation economy. And hopefully, what will soon be a post isolation economy? >>Yeah, Come. It has dramatically accelerated the data economy. I think. You know, first and foremost, we've all learned to work at home. You know, we've all had that experience where, you know, people would have been all about being able to work at home just a couple days a week. And here we are working five days. That's how to knock on impact to infrastructure, to be able to support that. But going further than that, you know, the data economy is all about how a business can leverage their data to compete in this New World order that we are now in code has really been a forcing function to, you know, it's probably one of the few good things that have come out of government is that we've been forced to adapt and It's a zoo. Been an interesting journey and it continues to be so >>like Lester said, you know, we've We're seeing huge impact here. Working from home has pretty much become the norm. Now, you know, companies have been forced into basically making it work. If you look online retail, that's accelerated dramatically as well. Unified communications and videoconferencing. So really, you know the point here, is that Yes, absolutely. We're you know, we've compressed, you know, in the past, maybe four months. What already would have taken maybe even five years, maybe 10 years or so >>We got to wrap. But Celester Louis, let me ask you to sort of get paint. A picture of the sort of journey the maturity model that people have to take. You know, if they want to get into it, where did they start? And where are they going to give us that view, >>I think, versus knowing what you have. You don't know what you have. You can't manage it. You can't control that. You can't secure what you can't ensure. It's a compliant s so that that's first and foremost. Uh, the second is really, you know, ensuring that your compliance once, once you know what you have. Are you securing it? Are you following the regulatory? The applicable regulations? Are you able to evidence that, uh, how are you storing your data? Are you archiving it? Are you storing it effectively and efficiently? Um, you know, have you Nirvana from my perspective, is really getting to a point where you you've consolidated your data, you've broken down the silos and you have a virtually self service environment by which the business can consume and build upon their data. And really, at the end of the day, as we said at the beginning, it's all about driving value out of your data. And ah, the automation is is key to this, sir. This journey >>that's awesome and you just described is sort of a winning data culture. Lester, Patrick, thanks so much for participating in this power panel. >>Thank you, David. >>Alright, So great overview of the steps in the data lifecycle and how to inject smarts into the process is really to drive business outcomes. Now it's your turn. Hop into the crowd chat, please log in with Twitter or linked in or Facebook. Ask questions, answer questions and engage with the community. Let's crowdchat, right. Yeah, yeah, yeah.

>>from around the globe. It's the Cube with digital coverage of data automated and event. Siri's brought to you by Iot. Tahoe. Okay, we're back with Adam Worthington. Who's the CTO and co founder of Ethos Adam. Good to see you. How are things across the pond? >>Thank you. I'm sure that a little bit on your side. >>Okay, so let's let's set it up. Tell us about yourself. What your role is a CTO and give us the low down on those. >>Sure, So we get automatic. As you said CTO and co founder of A were pretty young company ourselves that we're in our sixth year and we specialize in emerging disruptive technologies within the infrastructure Data center kind of cloud space. And my role is the technical lead. So it's kind of my job to be an expert in all of the technologies that we work with, which can be a bit of a challenge if you have a huge portfolio, is one of the reasons we deliberately focusing on on also kind of a validation and evaluation of new technologies. Yeah, >>so you guys are really technology experts, data experts and probably also expert in process and delivering customer outcomes. Right? >>That's a great word there, Dave Outcomes. That's a lot of what I like to speak to customers about on. Sometimes I get that gets lost, particularly with within highly technical field. I like the virtualization guy or a network like very quickly start talking about the nuts and bolts of technology on I'm a techie. I'm absolutely a nerd, like the best tech guitar but fundamentally reporting in technologies to meet. This is outcomes to solve business problems on on to enable a better way. >>Love it. We love tech, too, but really, it's all about the customer. So let's talk about smart data. You know, when you when you throw in terms like this is it kind of Canfield Buzz Wordy. But let's let's get into the meat on it. What does that mean to you? One of the critical aspects of so called smart data >>cool probably hoped to step back a little bit and set the scene a little bit more in in terms of kind of where I came from, the types of problems that I'm really an infrastructure solution architect trace on what I kind of benefits. We organically But over time my personal framework, I focused on three core design principles whatever it was I was designing. And obviously they need different things. Depending on what technology area is that we're working with. That's pretty good on. And what I realized that we realized we started with those principles could be it could be used more broadly in the the absolute best of breed of technologies. And those really disrupt, uh, significantly improve upon the status quo in one or more of those three areas. Ideally or more simple, more on if we look at the data of the challenges that organizations, enterprises organizations have criticized around data and smart fail over the best way. Maybe it's good to reflect on what the opposite end of the story is kind of why data is often quite dumb. The traditional approaches. We have limited visibility into the data that we're up to the story using within our infrastructure as what we kind of ended up with over time, through no fault of the organizations that have happened silos, everyone silos of expertise. So whether that be, that's going out. Specialized teams, socialization, networking. They have been, for example, silos of infrastructure, which trade state of fragmentation copies of data in different areas of the infrastructure on copies of replication in that data set or reputation in terms of application environments. I think that that's kind of what we tend to focus on, what it's becoming, um, resonating with more organizations. There's a survey that one of the vendors that we work with actually are launched vendor 5.5 years ago, a medical be gone. They work with any company called Phantom Born a first of a kind of global market, 900 respondents, all different vectors, a little different countries, the U. S. And Germany. And what they found was shocking. It was a recent survey so focused on secondary data, but the lessons learned the information taken out a survey applies right across the gamut of infrastructure data organizations. Just some stats just pull out the five minutes 85% off the organization surveyed store between two and five stores data in 3 to 5 clouds. 63% of organizations have between four and 16 coffees of exactly the same data. Nearly nine out of 10 respondents believe that organizations, secondly, data's fragmented across silos are touched on is would become nearly impossible to manage over the long term on. And 91% of the vast majority of organizations leadership were concerned about the level of visibility their teams. So they're the kind of areas that a smart approach to data will directly address. So reducing silos that comes from simplifying so moving away from complexity of infrastructure, reducing the amount of copies of data that we have across the infrastructure and reducing the amount of application environment. I mean, Harry, so smarter we get with data is in my eyes. Anyway, the further we moved away from this, >>there was a lot in that answer, but I want to kind of summarize it if I can talk. You started with simplicity, flexibility, efficiency. Of course, that's what customers want. And then I was gonna ask you about you know, what challenges customers are facing, and I think you laid it out here. But I want to I want to pick on a couple of some of the data that you talked about the public cloud treat that adds complexity and diversity in skill requirements. The copies of data is so true, like data is just like like if rebels, If you Star Trek franchise, they just expand and replicate. So that's an expense, and it adds complexity. Silo data means you spend a lot of time trying to figure out who's got the right data. What's the real truth with a lot of manual processes involved in the visibility is obviously critical. So those are the problems on. But course you talked about how you address those, But But how does it work? I mean, how do you know what's what's involved in injecting smarts into your data? Lifecycle >>that plane, Think about it. So insurance of the infrastructure and say they were very good reasons why customers are in situations they have been in this situation because of the limits are traditional prices. So you look at something is fundamental. So a great example, um on applications that utilize the biggest fundamentally back ups are now often what that typically required is completely separate infrastructure to everything else. But when we're talking about the data set, so what would be a perfect is if we could back up data on use it for other things, and that's where a, uh, a technology provider like So So although it better technology is incredibly simple, it's also incredibly powerful and allows identification, consolidation. And then, if you look at just getting insight out of that fundamentally tradition approaches to infrastructure, they're put in a point of putting a requirement. And therefore it wasn't really incumbent exposed any information out of the data that's stored within the division, which makes it really tricky to do anything else outside of the application. That that's where something like Iot how come in in terms of abstracting away the complexity more directly, I So these are the kind of the area. So I think one of my I did not ready, but generally one of my favorite quotes from the French philosopher and a mathematician, Blaise Pascal, he says, I get this right. I have written a short letter, but I didn't have time. But Israel. I love that quite for lots of reasons, that computation of what we're talking about, it is actually really complicated to develop a technology capability to make things simple, more directly meet the needs of the business. So you provide self service capabilities that they just need to stop driving. I mean making data on infrastructure makes sense for the business users. Music. It's My belief is that the technology shouldn't mean that the users of the technology has to be a technology expert what we really want them to be. And they should be a business experts in any technology that you should enable on demand for the types of technologies to get me excited. They're not necessarily from a ftt complicated technology perspective, but those are really focused on impressive the capability. >>Yeah. Okay, so you talked about back up, We're gonna hear from Kohi City a little bit later and beyond backup data protection, Data Management, That insight piece you talked earlier about visibility, and that's what the Iot Tahoe's bringing table with its software. So that's another component of the tech stack, if you will, Um, and then you talk about simplicity. We're gonna hear from pure storage. They're all about simple storage. They call it the modern data experience. I think so. So those are some of the aspects and your job. Correct me. If I'm wrong is to kind of put that all together in a solution and then help the customer realize that we talked about earlier that business out. >>Yeah, it's that they said, in understanding both sides so that it keeps us on our ability to be able to deliver on exactly what you just said. It's being experts in the capabilities and new and better ways to do things but also having the kind of business under. I found it to be able to ask the right questions, identify how new a better price is positions and you touched on. Yet three vendors that we work with that you have on the panel are very genuinely of. I think of the most exciting around storage and pure is a great one. So yes, a lot of the way that they've made their way. The market is through impressive C and through producing data redundancy. But another area that I really like is with that platform, you can do more with less. And that's not just about using data redundancy. That's about creating application environment, that conservative, then the infrastructure to service different requirements are able to do that the random Io thing without getting too kind of low level as well as a sequential. So what that means is that you don't necessarily have to move data from application environment a do one thing. They disseminate it and then move it to the application environment. Be that based environment three in terms of an analytics on the left to right work. So keep the data where it is, use it for different requirements within the infrastructure and again do more with less. And what that does is not just about simplicity and efficiency. It significantly reduces the time to value. Well at that again resonates that I want to pick up a soundbite that resonates with all of the vendors we have on the panel later. This is the way that they're able todo a better a better TCO better our alliance significantly reduce the value of data. But to answer your question, yeah, you're exactly right. So it's key to us to kind of position, understand? Customer climbs, position the right technology. >>Adam. I wonder if you could give us your insights based on your experience with customers in terms of what success looks like. I'm interested in what they're measuring. I'm big on and end cycle times and taking a systems view, but of course you know customers. They want to measure everything, whether it's the productivity of developers or, you know, time to insights, etcetera. What >>are >>they? One of the KP eyes that are driving success and outcomes? >>Those capabilities on historically in our space have always been a bit really. When you talk about total cost of ownership, talk about return on investment, you talk about time to value on. I've worked in many different companies, many different infrastructure, often quite complicated environments and infrastructure. I'm being able to put together anything Security realistic gets proven out. One solution gets turned around our alliance TCO is challenging. But now with these new, a better approach is that more efficient, enables you to really build a true story and on replicate whatever you want. Obviously ran kind of our life, and the key thing is to say from data, But now it's time to value. So what we what? We help in terms of the scoping on in terms of the understanding what the requirements are, we specifically called out business outcomes what organizations are looking to achieve and then back on those metrics, uh, to those outcomes. What that does is a few different things, but it provides a certain success criteria. Whether that's success criteria within a proof of concept of the mobile solutions on being able to speak that language on before, more directly meet the needs of the business kind of crystallized defined way is we're only really be able to do that. Now we work with >>Yeah, So when you think about the business case, they are a why benefit over cost benefit obviously lower tco you lower the denominator, you're going to increase the output in the value. And then I would I would really stress that I think the numerator, ultimately especially in a world of data, is the most important. And I think the TCO is fundamental. It's really becoming table stakes. You gotta have simple. You've gotta have efficient. You've got to be agile. But it enables that that numerator, whether that's new customer revenue, maybe, you know, maybe cost savings across the business. And again that comes from taking that systems view. Do you >>have >>examples that you can share with us even if they're anonymous, eyes the customers that you work with that or maybe a little further down on the journey, or maybe not things that you can share with us that are proof points here. >>Sure, it's quite easy and very gratifying when you've spoken to a customer. We know you've been doing this for 20 years, and this is the way that your infrastructure if you think about it like this, if we implemented that technology or this new approach, then we will enable you to get simple, often ready, populous. Reduce your back. I worked on a project where a customer accused that back book from I think it was. It was nine. Just under 10. It was nine fully loaded. Wraps back. We should just for the it you're providing the fundamental underlying storage architectures. And they were able to consolidate that that down on, provide additional capacity. Great performance. The less than half Uh huh. Looking at the you mentioned data protection earlier. So another organization. This is a project which is just kind of nearing completion of the moment. Huge organization. They're literally petabytes of data that was servicing their back up in archive. And what they have is not just the reams of data, they have the combined thing. I different backup. Yeah, that they have dependent on the what area of infrastructure they were backing up. So whether it was virtualization that was different, they were backing up. Pretty soon they're backing up another database environment using something else in the cloud. So a consolidated approach that we recommended to work with them on they were able to significantly reduce complexity and reduce the amount of time that it system what they were able to achieve. And this is again one of the clients have they've gone above the threshold of being able to back up. When they tried to do a CR, you been everything back up into in a second. They want people to achieve it. Within the timescales is a disaster recovery, business continuity. So with this, we're able to prove them with a proof up. Just before they went into production and the our test using the new approach. And they were able to recover everything the entire interest in minutes instead of a production production, workloads that this was in comparison to hours and that was those hours is just a handful of workloads. They were able to get up and running with the entire estate, and I think it was something like an hour on the core production systems. They were up and running practically instantaneously. So if you look at really stepping back what the customers are looking to the chief, they want to be able to if there is any issues recover from those issues, understand what they're dealing with. Yeah, On another, we have customers that we work with recently what they had huge challenges around and they were understandably very scared about GDP are. But this is a little while ago, actually, a bit still no up. A conversation has gone away. Just everybody are still speaks to issues and concerns around GDP are applying understanding whether they so put in them in us in a position to be able to effectively react. Subject That was something that was a key metric. A target for on infrastructure solution that we work with and we were able to provide them with the insight into their data on day enables them to react to compliance. And they're here to get a subject access request way created in significantly. I'm >>awesome. Thank you for that. I want to pick up on a little bit. So the first example you get your infrastructure in order to bust down those silos and what I've when I talk to customers. And I've talked to a number of banks, insurance companies, other financial services of manufacturers when they're able to sort of streamline that data lifecycle and bring in automation and intelligence, if you will. What they tell me is now they're able to obviously compress the time to value, but also they're loading up on way more initiatives and projects that they can deliver for the business. And you talk for about about the line of business having self served. The businesses feel like they actually are really invested in the data, that it's their data that it's not, you know, confusing and a lot of finger pointing. So so that's that's huge on. And I think that your other example is right on as well of really clear business value that organizations are seeing. So thanks for those you know. Now is the time really, t get these houses in order, if you will, because it really drives competitive advantage, especially take your second example in this isolation economy, you know, being able to respond things like privacy are just increasingly critical. Adam, give us the final thoughts. Bring us home in this segment, >>not the farm of built, something we didn't particularly touch on that I think it's It's fairly fairly hidden. It isn't spoken about as much as I think it is that digital approaches to infrastructure we've already touched on there could be complicated on lack of efficiency, impact, a user's ability to be agile, what you find with traditional approaches. And you already touched on some of the kind of benefits and new approaches that they're often very prescriptive, designed for a particular as the infrastructure environment, the way that it served up to the users in a kind of A packaged either way means that they need to use it in that whatever way, in places. So that kind of self service aspect that comes in from a flexibility standpoint that for me in this platform approach, which is the right way to address technology in my eyes enables it's the infrastructure to be used effectively so that the business uses of the data users what we find in this capability into their hand and start innovating in the way that they use that on the way that they bring benefits a platform to prescriptive, and they are able to do that. So what you're doing with these new approaches is all of the metrics that we touched on fantastic from a cost standpoint, from a visibility standpoint. But what it means is that the innovators in the business want to really, really understand what they're looking to achieve and now tools to innovate with us. Now, I think I've started to see that with projects that were completed, you could do it in the right way. You articulate the capability and empower the business users in the right way. Then very significantly better position. Take advantage of this on really match and significantly bigger than their competition. >>Super Adam in a really exciting space. And we spent the last 10 years gathering all this data, you know, trying to slog through it and figure it out. And now, with the tools that we have and the automation capabilities, it really is a new era of innovation and insights. So, Adam or they didn't thanks so much for coming on the Cube and participating in this program >>Exciting times. And thank you very much today. >>Alright, Stay safe and thank you. Everybody, this is Dave Volante for the Cube. Yeah, yeah, yeah, yeah

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hello everyone and welcome to this special cube conversation you know Hewlett Packard Enterprise has gone through one of the most significant transformations in the history of the tech business once a much larger in far-flung conglomerate HP as you know split in two and now HPE is much more focused and has a completely different posture with respect to technology partners so today we're gonna focus in on the big drivers of innovation in the technology business data AI and cloud and get HPE spointer222 digging to two areas of growth hyper-converged infrastructure and intelligence storage I also want to share some ETR data using simply and nimble as proxies for these markets finally we want to peek into some of the spending data in HPE zico system to see how a more partner friendly HPE is faring and with me today is Patrick Osbourne Patrick is the vice president and GM of big data analytics and scale-out data platforms at Hewlett Packard Enterprise and a friend of the cube Patrick always a pleasure thanks for coming in thanks so much for having him so let me set it up here and I want to share some spending data with our audience Alex if you bring up the the first slide I want to show is this shows the the latest spending data just released from ETR on the various segments and you and it's a double y-axis and you can see in the left hand side is the average spend represented by the size of the charts on the right hand side is the growth rate represented by the dots and I've highlighted in green some of the key areas that we're going to talk about analytics bi big data you can see 12% still pretty big market even ten years into the big data theme cloud computing you know growing 15 16 % ml AI 17% you can see the container space is growing it between 15 and and 20 percent so Patrick let's start with what's in your title the big data you know the analytics piece you know what are you seeing there what's HP story yes so that's been a area growth for us within HPE not only from an infrastructure but also a services play we've got a number of you know big partners in the traditional you know big data space we made a number of you know strategic acquisitions over the last two years in this area specifically around blue data nap are so these areas that customers are in you know continue to invest in in the macro area are very important and well I think one of the things you're seeing here from a growth perspective is that they're also bringing in some very adjacent markets with AI and ml so it's part of an entire workflow so you start off with bi analytics big data and we have a number of solutions around that area and then starting to add in things like AI AM LDL into that analytics work workflow so it's been really good for us you're really kind of adding into your portfolio they're like say the map bar acquisition they they kind of were one of the the big three that started that whole big data movement and then now you have this organizations with these troves of data and they're trying to figure out okay what do we do with it and that's really where machine intelligence or AI comes in isn't it absolutely and not only you know we're we providing a number of solutions for customers in this area but we're using it ourselves to write to you know enhance our customer experience enhance our automation support automation I definitely give a you know much better customer experience with our storage and data platforms so wait you send your practitioners of AI to make your customers lives better by M you're saying by embedding that into storage platform you know if you take a look at a number of our marquee services that we have whether it's things like info site Green Lake even a rubra central you know think about some of the things that we do at the edge all that is being powered by AI right at the end of the day so we're using those techniques to improve the product and solution experiences for you know a number of our products everything from it started with nimble we added 3par now we've got simplicity in the info site and as we start to bring together some of the workloads at the edge right with Aruba and things we're doing there it's you know the customers are obviously voting with their dollars all right let's talk about cloud generally but specifically I want to get into hybrid containers McLeod has permanently changed you know our industry everybody wants to bring that cloud model on Prem it's clearly a hybrid world you could see containers really growing Stu Minutemen has a premise that look containers and kubernetes that we treat them as a separate thing but it's really being embedded into all parts of the portfolio so what's your point of view on on containers hybrid bring us up to speed on what HPE is doing there yeah so that's definitely fueling a lot of our growth not only in what you think about the traditional storage segments but as well as HCI right so you know when we talk later about some of the growth we're seeing nimble and simplicity we've got a number of solutions that sit you know directly within this container container orchestration container management we've got you know things that we develop on our own we made a huge announcement at kuba con right around the HPE container platform so for customers that want to run these analytics AI ml very data oriented applications that run in containers we have a great platform for that an HP container platform we could run that on bare metal we can run that in simplicity for example so we're seeing a lot of fuel for that not only just servicing some of the storage and data needs for containers right but also being able to provide an info site like experience for this new generation of application development and were close how do you see the edge fitting into this you know we interviewed Antonio recently with John Chambers at the pensando announcement and and that was kind of interesting you see do you see that as a as a pendulum swing or sort of an expansion of the cloud if you will yeah I definitely see it as an expansion when we talk at HPE we want to be an edge to quarter cloud you know company and helping customers navigate the digital transformation in hybrid IT right and then we're gonna offer that to customers as a service through Green Lake we've been pretty public about that and so one of the big opportunities we see is around these distributed data centers some people define a distributed edge whether that's customers who are doing autonomous vehicles autonomous drilling we see a number of you know big-box retailers you know for example that don't necessarily have a traditional data center but it's not so far out into the edge that it's like an autonomous vehicle but they have you know the similar concerns in terms of a distributed nature how do you automate that how do you manage that at scale and so these assets that we bring together with things like Aruba and our edge line servers and managing that data experience is something that we're gonna capitalize on in FY 24-hour constant retail is interesting right every Nevitt has a Amazon war room but many sectors as a retailer really on fire right now people trying to take advantage of their their store presence yep when IOT is a big factor there so you're seeing a lot of that action is HP yeah absolutely and those customer those customers of ours are fueling their growth through digital transformation so they're using containers and kubernetes and this new style of application development and they want to be able to distribute those data centers and that data but they also have to make it simple right so you see the march towards what we you know are platforms like simplicity for HCI some of the offerings we have around you know independently scalable three-tiered architectures but you get the best of HCI with that we call it nimble d HCI all right so we have a number offerings for customers who you know really want that scale and in serviceability alright let's let's let's pivot a little bit and talk about some of that infrastructure Alice you bring up the next slide what I want to talk to here is this is the ETR data every time they do one of these surveys they ask essentially you're spending more are you spending less and they subtract the less from the more and that's what they call net score net score remember is a measure of spending momentum now what we've done here is you can see the filtered end of 313 HPE customers out of the thousand plus survey respondents of this quarter and you can see a good mix of enterprise size and industry and it's a lot of North America but but good regional - and we're showing the net scores breakdown for for two of your platforms simplicity which is the HCI and nimble storage and you can see the bright green is people adding to the platform the sort of darker green is spending more so let's start with Pleasant levity HCI still a really hot in growing space you've got a nets or of 38 percent almost which is very very strong in ETR parlance you know it's not off the charts like some new tech but it's really really solid so what's the update on simplicity and HCI yeah so I mean this is obviously from from a market perspective HCI is a rapidly growing space still right there's a lot of room for growth both Brown field as well as green field opportunities in the core data center at the edge even in hybrid cloud format so for us it's all about new logo acquisition for simplicity we've shown a phenomenal growth rate for that technology stack developed here in Massachusetts are a great local company great story and so for us this HCI the the markets that we're playing in we take a look at storage and data management in general sub segments of the market are growing rapidly right take a look at HCI you take a look at SDS you take a look at all flash and so we have some great offerings in that space that are completely differentiated from a customer experience and a technology experience and they work together so for example simplicity we just announced earlier in the and later in the calendar year in 2019 that we would be offering simple ibbity with an info site right so you have the same experience that you get from nimble right you get with our HCI products so we're driving those experiences together obviously you know all flash is a huge growing category within storage nimble it's got some great growth they're not only just for new logo adoptions but expansion capability so we're you know - two great products that were seeing some success in yeah so let's talk about nimble the Alex could show that data again so neighborhoods got a net score of 46 percent which again a lot of momentum I mean smaller you know sample size but still really you know strong and you can see it's a more mature market so you see maybe fewer adoptions but almost 50 percent of your customers are saying they're gonna spend more this this quarter relative to last period so that's showing momentum you mentioned info site which is really the technology that sort of nimble brought to your company which are pushing out through the portfolio so your thoughts on that yes so I mean at the end of the day customers are you know the products themselves are great and they provide the customers a really good experience we're driving all that together at a meta layer right so we talked about the products and solutions for us the strategies around the intelligent data platform right so we have a number of platforms that can help dress a number of different workloads whether it's HCI disaggregated HCI whether it's all flash whether it's you know container workloads and container orchestration but we want to provide a very good experience that you can consume as a service and we're driving that together across product lines with data services that work both on Prem and in the cloud right so we have HPE cloud volumes and a number of our Cloud Data Services that tie these platforms together so for us it's all about a strategy around this intelligent data platform not just individual products the individual products are great but from a strategy perspective that is definitely resounding with customers well you talked about digital transformation earlier Patrick I think that's important it's it customers want solutions they don't want to certainly don't want to provision loans they don't want to think about managing boxes so they really want that infrastructure to be invisible they want to push their folks up the stack yep to just do more strategic things and it's it's really your Rd that they're looking toward to automate a lot of those mundane tasks isn't it yeah they look towards RI Rd as well as they look to HPE as a portfolio company to bring together a solution stack that's gonna work for them and sometimes that solution stack is comprised of some of our partners as well so we pick some of the best partners in the industry to go work with in some of these hottest you know portions of the market that are growing significantly so in the areas of HCI or in the areas of software-defined storage you know we've got a number of folks that we that we partner with hybrid cloud and we are able to bring you know a full complete solution to a customer and we D risk that for our customers at the end of the day right we've got some great partnerships with some great companies and that's really you know suited HP very well well great segue let's talk about some of those partnerships so you when when hewlett-packard split into two companies it opened up a ton of opportunities for partnerships for you guys you got a great distribution channel and what I'm showing here Alex on this next slide if you bring this up is three partners that are gaining a lot of momentum based on the spending ETR spending data in the surveys Kohi City theme and Nutanix now remember ETR uses this concept of of net score which we talked about and I'm gonna talk about that a little bit but also market share market share is a measure of pervasiveness in other words how how much there be mentioned inside of the service so I'm showing here market shares but also net scores and you can see Kohi city is just starting in the survey so starting to you know get more noticed and then you can see Veeam and Nutanix you know with the consistent long steady market share growth this is again within the hewlett-packard enterprise account based at 313 respondents so you can see there all three are doing very well and and look at the net scores for cohesive off-the-charts 74% growing very very rapidly again smaller sample size Nutanix much larger sample size you know 60% net score so very very strong in Veen you know surprisingly for a pretty mature company with a 45% net score again very very strong so talk about the the partnerships the new HPE partner posture and then we can maybe get into what you're seeing in the market with some of these partners yes so from for HPE you know we listen to our customers in terms of you know what their their challenges are part of my business is managing around scale out data platforms and so the data is always growing and so we're seeing you know this big trend of scale out architectures powered by you know ubiquitous very high bandwidth low latency networking in the data center and outside the data center and so we're able to you know put some of these software stacks on our infrastructure that works very well with our our you know our own IP solutions and you know solve a number of critical problems for customers around secondary storage right it's growing you want to make use of it to backup and disaster recovery it's always a problem it's definitely an opportunity around hybrid cloud HCI in SDS right it has many forms and flavors right and we want to be able to provide those solutions to our customers especially if you're doing hybrid or private cloud so a lot of these partners you know we want to you know provide a full stack solution to our customers and you know these have partners help us do that how are you I mean the the you've got HCI wouldna Tanic you've got HCI with simplicity you've got sort of certainly beam and cohesively compete up how do you guys position and the a let's start with the HCI piece huh you just let customers sort of direct you and guide you or you guide them how does that all work yeah I mean we always listen to the customer first but at the end of the day we you know we lead with our own IP and we have some you know we have two great solutions around the HCI framework where you going for a very simple very scalable solution in simplicity that has some very powerful data services great economics for the HCI market and you know you see the growth and sympathy for that then we have a number of other solutions specifically around nimble called DHC I write what we're finding is that customers as a classic customers that want to they want the simplicity of management that you'd get from from HCI but they also want to be able to independently scale your compute your networking and your storage and we're able to provide that with something like nimble ProLiant our networking stack and then plug that all into info sites and it works together right so at the end of the day if I having a workload that's more appropriate to work it's on simply as a platform or it's more appropriate for DHC i we can recognize that for our customers through predictive analytics we can automate the placement of that workload and then we provide customers a set of data services so those platforms work together so it really works out well okay and then in terms of well take the situation with Nutanix so that's a customer saying hey we want you guys to work together and you say great yeah problem absolutely we'll do that so that you know we have a set of recipes and and reference architectures and offerings around those that are available direct was well through the channel and is it fair to say that the Dean viii mispronounced be even though they tried a big push in the enterprise you're a part of that that push in and and of course you know cookie city's the hot new kid in the block again is it just sort of market pull that drives that or do you have yeah I mean we definitely theme has been recognized as a great solution for customers doing you know start off you know certainly focused directly on on virtualization and then you know their their strategy is moved and you know to a very adjacent market which is how do i you know tackle that virtualization and VMS and protecting my data but in a hybrid cloud in formats so they're definitely all in on cloud I think cohesive has a very scalable file system back in and it started off with backup and recovery and now is moving into some very adjacent use cases around file secondary storage what can I do around see ICD pipelines so it's kind of approaching it from different different angles you guys really kind of changing your marketing and your product marketing really focusing more on solutions yes outcomes customer outcomes bringing that cloud model to wherever your data lives whether it's on prem at the edge talking about bringing containers throughout the portfolio bring it home what are you sort of hoping for 2020 looks like what are some of those outcomes and what should we expect from from your perspective from HP yeah so I mean we at HPE are very focused on this edge to court a cloud concept hybrid IT so all of our products have you know some sort of endemic whether it's data services or a management paradigm around hybrid cloud and so we you know we we really are you'll see that within our products product releases solution releases the people that we partner with and I think the big thing that we you know pivoted it into at the end of 2019 you'll see this accelerate significantly in 2020 is around this consumption model right the cloud consumption model with Greenlake so we talked a little bit of you know certainly Green Lake from a financial perspective but awful Green Lake as a management paradigm so Green Lake central was announced at the end of the year and just the ability to be able to you know like you do in the top of cloud right but top of private cloud or top of hybrid cloud from HPE and get a really good visibility financially into you into what you're doing it's a mindset too from the top I mean Antonio is saying everything is a service right absolutely yeah so all right Patrick hey thanks for coming in and give us the update on on HPE good luck this year and great to see it yeah thank you very much you're welcome and thank you for watching everybody this is Dave a lot day for the cube we'll see you next time thanks for watching

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hi everybody welcome to this breaking analysis in this cube insights powered by ETR I'm Dave Volante and this episode is about data protection you might be saying Dave why are you gonna bore us with the conversation about backup well it's interesting the market is actually quite hot you know over the last 18 to 24 months there's been well over a billion dollars probably 1.3 1.4 billion dollars raised just from companies like rubric Kohi City Dhruva certo and a number of other startups like clew mio is a name you might not have heard of and I'm gonna mention a couple of others so you have the situation where these upstarts particularly rubric and cohesive er really challenging the install based players and they're spending a lot of money on marketing engineering and sales and they're going to market and they're really shaking things up and I want to talk about that dynamic share with you some ETR data and talk about some of the other players like veem who was you know a rocket ship because of the virtualization trend how are they faring in this kind of new market and why is this market gaining so much attention today and what does this mean for incumbents what does it mean for customers who can achieve escape velocity and what are some of the likely outcomes that we see the market is very confused right now if you look at the Gartner Magic Quadrant the and compare that to for instance the Forrester wave del EMC is not even in the Forrester wave the Gartner Magic Quadrant has rubric you know not as a leader and and it's just all over the place and so what I want to do is use some ETR data and some context from the cube to share with you our audience what we are seeing in the marketplace and kind of what it all means so let's get into it Alex if you bring up the first slide I first want to make a statement about the overall storage market the the ETR data set which is incredible doesn't drill down into backup although it does have pure play backup vendors in the data set so I want to start with storage because it's a it's the superset of the data protection market so what this chart shows is the all the sectors and it shows the net scores remember net score is they they ask every every quarter are you spending more you're spending less so he's spending the same they subtract the less from the more and that gives you net score so this is the net score for the three periods of October 18 survey July 19 survey in the October 19 survey and you can see the red line shows you know storage is kind of on the back burner yeah it's up ticking a little bit from previous surveys but it's got a next score of 18 that's crappy I mean it's not really a hot market and I've talked in previous episodes and breaking analysis as to why I really two main factors that I cited cloud guys eating away at the traditional storage array business and flash injected so much capacity and performance into the equation that data center managers are saying hey I don't really need any more storage right now so storage is kind of on the back burner you can see I blew it up here and you can see sort of how it's playing you see the hot sectors are analytics cloud computing container platforms data warehousing is is making a comeback I've talked about snowflake on previous breaking analyses machine learning and AI and new workloads robotic process automation even virtualization these are the hot sectors that are that are driving spending but I will tell you storage ultimately is going to be there it won't be down forever because people are always going to need storage these new workloads are gonna require new storage and obviously backup if you go to the next slide Alex you can see some of the vendors here so we've sort of established ok storage is is right now it's down it's not one of the hottest sectors but you can see there's some companies in here that are pretty hot rubric leads the list with a net score of 53 percent now the shared end might be a little hard for you to read here but the shared end out of the last survey 1,300 respondents from the ETR survey answered what there's you know spending intentions were and then the individuals mentioning specific companies in this case rubric 55 so it's kind of a small shared in you can see pure storage a company that we've talked about previously you know continues to to show strength you know 48.1% down slightly from you know the previous quarters but still really the only clear share gainer in the overall a primary storage market again rubric you can see Nutanix is up on the list veeam is actually quite impressive I'm going to show you some data in a minute that I think will impress you in terms of Eames continued staying power you see vcn on there sis goes on the list God knows why sis goes on the list their storage is not you know perceived as as leading but they do have offerings and Cisco so big people just kind of yeah we're buying from Cisco you see cookie City their little dip this past survey but still very strong again I'll show you some other data there you know etc so you can see that the point is even though storage is down there are a couple of shining stars like rubric like Nutanix pure storage veem Kohi City etc so let's let's dig into that a little bit before I do that I just want to share with you some trends on this slide with regard to the the backup market you know i underscore backup because it's no longer just the backup market its evolving so there's pressure on the overall storage market but but the data protection is actually really hot right now it's it's it's captured a lot of venture capital startups are moving in I'll mention a few that you might not have heard of why well several reasons one is the data explosion continues it's it's it's growing at an exponential rate and it's kind of nonlinear digital transformations are all about how you leverage data and so if you're making your business a data business in a digital business well you better have a way to protect it so things like ransomware are coming into play and people are really concerned obviously about ransomware so so data protection of evolves and expands sort of transcends back up into business continuity cloud and hybrid cloud are some other trends that I'll talk about in more detail that are driving opportunities for what we're traditionally known as backup and really now evolving into sort of these new areas last decade it was about moving from from tape to disc you know tape sucks that was kind of the data domain mantra and they were the hot company of last decade they got you know they did an IPO they reached escape velocity they sold for 2.5 billion you know but today you know the data domain platform that EMC bought and and now is Dell EMC is kind of old school right it's these new guys that are coming after that so so well well data domain pioneer data deduplication and higher performance back up moving to storage today it's a whole new conversation and people have come to the realization that the primary and active storage is only about 20% of the stored data all the all the less hot data I don't want to say inactive stuff it's not cold storage but it's files and objects and copies and replicas and and backups that's 80% of the marketplace today it's in terms of the volume of data not necessarily the spend you know OLTP stuff primary storage is expensive flash arrays expensive but huge opportunity especially in terms of data growth that's where all the data growth is happening all that unstructured data so today the conversation is evolving to data protection data management data assurance particularly with containers so you think about spinning up containers spinning down containers you know dozens hundreds thousands of containers how do you keep track of that stuff how do you protect that how do you assure that your data is not leaking that you're not exposed and so that's a really hot area that you're seeing a number of startups focus on so real focus on recovery becomes much more important for a digital business how fast can I recover security compliance this notion of data sharing CDM on this slide which is stands for copy data management a practice that was really popularized by actifi Oh DevOps really supporting DevOps through a data management platform being able to give live copies or near live copies of data so that you know tests can be tested on you know much more fresh data in that in compressing that cycle time analytics becomes more important I talked about ransomware before well you can look at the the backup corpus and do analytics on that to see if there are anomalies in anomalous behavior just in terms of bad actors coming in so all this stuff joined with cloud and hybrid cloud and is put a bridging the legacy business and it's bringing out a lot of new challengers to the incumbents so let's take a look at some of that data from ETR Alex if you go to the next slide this is the ETR data set on backup vendors so what I've done here is it is pulled out of storage the pure-play data protection folks so I can you know call in backup vendors they hate when they call them backup know we're much more than backup it's where data management now data management means a lot of things to a lot of people but but nonetheless they are expanding and transcending pure backup so so credit to them this is the net score timeline from January 2017 to the latest October survey from enterprise technology research and you can see here I've pulled our rubric cohesively veem CommVault and Veritas and rubric leads as they say with 53% net score followed by Veen 44% so you can see Veeam really hanging tough though he said he just relat relat of lis new to the survey jumped up jumped down a little bit in in this quarter you'll see that you'll see that in the et our data anyone get too freaked out about it I think he said he still got some some tailwind and cementum momentum as does rubric but look at Veen Dean's ascendancy came from really VMware they were the VMware specialists and they were all virtualized and now you know they do bare metal they're doing cloud and multi cloud and and and they backup you know office 365 and and and so that's the SAS platform but look at how well they've held up quite impressive there with Veen made have made a major push into the enterprise kind of pivoted back to SMB but still does a lot of business in the enterprise and you can see them showing up here what's relevant to me is that the the shared end in other words out of the 1,300 and the total survey how many are responding to these vendors rubric 55 relatively small veeam 155 much larger so a bigger install base cohesive 42 kind of just getting started in the ETA dataset CommVault 105 so carve-outs a 700 million dollar company and revenues on a trailing 12-month basis they get about a 2.2 billion dollar market cap they just bought hedvig they're moving toward a SAS model they launched a product called metallic they get a very very large install base you can see their net scores yeah we're there holding relatively well they're smaller obviously they're lower than those top three and then you can see Veritas Veritas is the big whale in the business they kind of mostly almost a pure play software company they do have an appliance but they really are the the leader a leader here and have had a big market they went private they got bought by semantics semantics didn't know what to do with them they fumbled around with it they did a private equity deal you know that was going okay but they had some management turnover a private equity you know squeeze them a little bit even though they made some investments in the platform and so Veritas has you know some challenges they have to serve the install base but at the same time they got to compete with the new guys and all the new guys cohesively and rubric in particular are attacking you know the veritas install base you know certainly CommVault and as well Dell and EMC you can't have a discussion really around leadership and backup and data protection without talking about Delhi and C they're so large so Alex if you go to the next slide you can see the net score for Dell EMC the N here is 348 much much larger than some of the other guys that I just mentioned I'm actually look at Veritas 97 even though I have a large install base so Dell EMC but here's the caveat this is all of Delhi MC storage so not just the pure play back up the previous slide I was showing you pure play data protection vendors this is all of Dell EMC so it includes all their primary stuff all their flash storage all their storage not the other parts of their business not the compute and analytics and other stuff just storage so I'm using this as a proxy okay so this is not Dells data protection business only and so what let me make some comments there and I'll comment on Dell data protection business you can see it came out of the downturn on the past 2009 big optic and Joe toots used to say we're gonna come out stronger we're gonna invest through the downturn we got the cash we're gonna come out stronger that's exactly what happened they came out very strong but then you know cash flow started to get squeezed they expanded their product portfolio it was like product du jour all these mega launches and it just got too confusing for customers Salesforce got confused they got less productive and any an Adele or EMC at the time was really relying on VMware it's the value in Dell and I'm sorry I keep saying Dell value in EMC at the time was really in VMware and you could see that kind of steady decline in the net score and that's what happened to Elliott management came in they squeezed EMC kind of forced him forced her hand and then Dell ended up taking in private let me make some comments about the Dell acquisition and specifically Dell emcs data protection business Dell MC took its eye off the ball in storage generally but specifically in the data protection business it fell behind it wasn't investing fast enough it had some management changes that put Beth Phelan in charge a couple years ago now and her task was okay sure she was tasked with shoring up this business so but they had to get some new products out they had to focus on you know some of the the lower end of the market and then have to refocus on the higher end of the market so they've really begun to get their act together again in in data protection and really refreshing the data domain piece of the portfolio bringing Alomar and data domain to get and becoming much more competitive having said that they lost some ground okay so they've got that same challenge challenges Veritas they've not only got the new guys coming at them with this modern you know data platform they've got to service the existing install basin it's going to manage that cash flow they're now a public company again so a lot of pressure on those guys I want to go back to the to the previous chart Alex if you will and then is the one that shows you know rubric cohesive veem CommVault and and Veritas the the pure plays there's some other dynamics that I want to talk to talk about here HPE exited the software business it's it's its course offer a business it's sold off the Micro Focus and as part of that it's sold off data protector when it did that it opened up a whole new partnership opportunity for these emerging companies particular cohesive and veeam are actually reselling through HPE HP he's got a massive channel and those two companies are doing very well there I said you can't talk about data protection without talking about Dell EMC same thing for IBM you got to talk about IBM IBM is a huge install base and IBM free but Tivoli years ago Frank Moss's company and then they served mainframes and it was this big complicated platform kind of still is and so IBM had to make a move so it it it was getting killed in the marketplace by Veeam in particular so it created spectrum protect Plus and an IBM is really gone after software-defined it's it's it's it's begun to modernize its platform going after containers as I mentioned is a hot area but it's still got that same problem it's got to service the install base and so they're sort of doing that balancing act but it definitely had to you know refresh the portfolio and it's done a good job there with spectrum protect plus a couple of the companies that I haven't mentioned Dhruva is getting into that whole data management space so cohesively and rubric kind of redefining back up into data management theme goes back to the basics really talks about backup in data protection data management as being the future so it's kind of Dee trying to deep position rubric and cohesive as as you know much more in the future and not here today and so they're sort of playing that marketing game and very effectively as you can see by its net scores again Dhruva hopping on the the data management day bandwagon certo kind of a dr replication expert Klum you know is calling BS and all these guys is saying we're going pure sass model and and Klum you know does a sass for pure sass pure software for just AWS small company but it's raised a bunch of dough it's raised about 50 million dollars I think but here's some other names you might not have heard of caste ni o Valero trillion ease guys are going hard after containers and what I referred to earlier as data assurance so the big question is who's going to be able to achieve escape velocity for the for the upstarts who's going to be able to hold serve for the the incumbents let me make a couple of comments on that I think storage eventually is going to bounce back as I say some of those hot emerging workload areas like AI they they're gonna need storage you know analytics is gonna be driving you know the need for these types of things security data surance data protection service storage will theirs don't bet against the data so storage will I think eventually you know bounce back and unlike compute where Intel makes all the margin storage is more like networking where you get really good margins it's a you know 60 Plus percent gross margin business pure storage has almost 70 percent gross margins cloud is the wild card here I predict you're gonna see the cloud vendors begin to dramatically expand you know their their portfolios and you know use beyond just gonna s3 simple object storage okay yeah we got elastic you know a block store EBS from Amazon you know Microsoft has you know the you know similar store just as Google they are gonna double down on storage they're gonna they're gonna look at storage as a bigger opportunity and that is a wild card it could you know continue to pressure the traditional storage guys but look let's face it it's a hybrid world still ton of stuff going on Prem so I think that that the the overall market will bounce back I think data protection as a subset and data management is going to grow faster it has some tailwind I think it's got an expanding Tam and those tail winds are digital data digital business security data assurance this new management capability that I talked about DevOps and contain a protection container platforms as I showed you earlier and the ETR data is one of the hottest areas going and I think you're gonna see some consolidation you saw CommVault bought Hedvig you're gonna see some exits veeam is now talking about doing an IPO it just took in a half a billion dollars in investment so its investors are gonna want an exit so are cohesive ease and rubrics which together have raised almost a billion dollars so you're gonna see some some M&A I think specialists like zero and and Dhruva are probably gonna be B targets I think you're still gonna see Dell become much much more aggressive kind of getting their act together the big incumbents IBM you know Veritas refreshing their portfolio again their challenge is the innovators dilemma so I do think you're gonna see some at least one maybe two the the favorites there would be cohesive near rubric is achieve escape velocity I don't think there's enough room for three to be like blockbuster IPOs that that that can survive long term but I think this data management thing has legs and we're gonna continue to watch it here thanks to you for watching thanks to our friends at ETR for sharing this data is Dave Volante for cube insights powered by ETR we'll see you next time

>> from Austin, Texas. It's Theo Cube, covering your storage. Accelerate 2019. Brought to you by pure storage. >> Welcome to Austin, Texas. This is the Cube. Live at the fourth annual pure accelerate. I'm Lisa Martin with David, Dante, Dave or in Texas, >> Texas again. >> Austin, Texas. Very interesting venue for this fourth annual hear stories. >> A lot of construction, >> music, a >> lot of music. >> So we just came from the keynote and news announcements, customers on stage. But the first thing to point out is, this is here is about to celebrate their 10th anniversary. Charlie Giancarlo, CEO and chairman who's coming on the program with us, and just a few minutes talking about what they have innovated and delivered these 10 X improvements and 10 years kind of this overnight success in 10 years and what's coming? What was with the things that really stuck out at you, Nicky Note. >> Well, first of all, ironically, this is the 10th year of the Cube, not our 10th anniversary, but it's the 10th year of doing the Cube. And so our fourth year, I think it's pure accelerate about what 3000 people here, >> you know, the keynotes >> pure was laying out what their vision is of the modern data experience and that I felt like the keynotes least there were sort of, ah, speed date of what's coming. There was a couple of major announcements that we'll talk about, >> Uh, but >> they really are trying to differentiate as the modern storage company turn a deep position. The competition, as the old guard is to use this term that Andy Jassy uses pure, didn't use that term. But they really talked about it's time to go Modern. And so they were an overnight success. It took him 10 years, was one of the comments that was on stage. So I think this is worth pointing out. A couple of things. I mean, let me lay out. Sort of my thoughts on Pure is a company. They were the only storage company Ah, in the past. Let's call a decade to reach what I'll call escape velocity. They achieved a billion dollars a couple years ago. They're doing their due about a billion and 1/2 on a trailing 12 month basis. They'll do 1.7 billion this year and evaluations about 4.5 billion. So they got a a three ex valuation in that fluctuates. That's pretty good for a storage company. Billy on Lee major storage company. That's really growing rapidly. They got 28% growth. I did a breaking analysis on Lincoln, and I'll just share with you some of the numbers. Dallas flat at 0%. So Del is actually gaining share with no growth has got a scary NetApp minus 16% in the quarter H P E minus 3% IBM minus 21%. And so it is pure A 28%. So they're really crushing it in terms of growth. They've also got a 69% gross gross margin, even if it's in its heyday. E emcees gross margins weren't that high, you know. They were in the sort of mid sixties, and so, and they've also got a good balance sheet. About a billion dollars in cash A little. A little more than that, they got some debt. They're shifting their model to a deferred revenue model. Now the only thing is, you know they're growing much, much faster than the competition. But they're throwing off a lot less cash because they're much smaller. Just as an example, they probably throw off 5 to 6% of their revenues in cash. Netapp probably throws about 23% of its revenues, often catch the big Delta there, so the point is long winded. But but pure storage is in growth mode. And until the market rewards more consistent with a cash flow, they're gonna, I think, stay in huge growth mode. >> There was a great analysis. Dave and I saw an analysis that you did with some spends data, just a couple of your reverence. A little bit of that. There's there seems to be a tailwind behind here you mention the 28% wrote that they announced in Q two, and some of the things that also they talked about were there. Adding about in Q two of F Y 2020 about seven net new customers every business day, adding about 450 new customers just in that quarter. Like you said, 3000 folks expected here today. The momentum is behind them, but they're also a company of firsts. You talked about this a number of times. The first, with all flashed the first with envy me on the back and a couple of additional firsts announced today. Talk about the as a service model and how that youth, in your opinion, you think might continue that trajectory that they're on. >> Yes, so basically pure laid out today, said that vast majority are Pouliot Portfolio is gonna be available as a service. That's the cloud consumption mall is important because pure has about $600 million in deferred revenue, largely coming from their evergreen service. But there they are, slowly shifting their model to a subscription model. It's gonna be very interesting to see how that plays out. Um, we've seen a number of companies do a tableau in Adobe kind of pulled the band Aid off and did it Splunk has taken years to do. It will be interesting to see how how pure goes. For that. I'll >> bring it >> back to the cloud up yours largely an on Prem storage company. That's where most of the revenues come from. But we heard the gentleman from Amazon today. I think it was E ethan whiner, not Ethan, anyway, Mr Whiner, he said. That gardener did A survey last year showed 88% of customers said they have a cloud for a strategy, but 86% of those customers continue to spend on prim. So here you have the cloud. Amazon gorilla wants everybody to go to the cloud pure would much rather they make much more money on Prem? But they realize customers air pulling them in. So they have to move to that as a service model. One of the interesting things that pure is done, which, you know, that's not really a first. But it certainly is for the large storage companies they've announced. Ah, block storage on AWS. So basically what they're doing is they're taking the pure experience. It all looks like pure software, and they're front ending cheap s3 storage from Amazon with E. C. To compute instances, and they've architected using Amazon service. Is this basically a block storage array in the cloud so Amazon gets paid, pure, gets paid? It's a little bit of a premium, but you get higher availability. You get great right performance and you get the pure cloud experience pretty interesting strategy, >> and they're talking about it really as this. This positioning it rather as a bridge, a bridge to hybrid cloud. This numbers that the Amazon gentlemen, share that you mentioned Gardner were really interesting both sides recognizing there's a forcing function there and that forcing function is the customers from the enterprise to the small business who need to have data available immediately wherever it is people to extract this insights from it quickly so that those companies, whether it's a capital one or a Delta Airlines or a smaller organization, can act on it quickly to Dr Competitive Advantage. Same kind of challenge that your storage has. But really that forcing function of the customer, clearly bringing the giant AWS together with yet another story >> so pure as they say reached escape velocity. They and Nutanix were the only on a new entrance that reached a billion dollars Nutanix. I really don't consider a storage company. They're kind of hyper converged. And the way they did that as they drove a truck through E emcees install base with flash. So they were the first within all flash array. Maybe maybe they weren't the first, but they were the first to really drive it. They hired a bunch of DMC sales reps. They knew where all the skeletons were buried and they really took out a lot of old Symmetric Se's and Claire eons and V. Max is and all the old sort of GMC install base, and that helped them catapult their way there 1st 10 years. Now they got to do that again. They got to get to get They're on their way to two billion. But how did they get to five billion? Um, and and so the way they do that is they have to expand their tam. I mean, we'll talk to Charlie Jean Carlo about this. My feeling is a big job of the CEO is to expand the Tamil. How do they do that? They go after new workloads like a i. They go for cloud. They go from multi cloud. These are all very large markets in which they don't participate. Data protection. They'll partner with Lex, Kohi City and Rubric and Beam to to have data protection software running on their flash. A raise with very, very fast restores. That's something that's taking off. It's gonna be really interested in seeing as they say, they've got this subscription model that's coming in. They've got all this deferred revenue that in a way, it's going to slow him down a little bit just from an accounting standpoint, cause when you recognize deferred revenue, you recognize that, you know over 12 months over 36 months, so that's a little bit of a transition. The other thing that pure is facing in a tactical basis is Nande pricing. It's like this countervailing effects nan pricing is coming down, which means lower prices, lower costs but also lower revenue. But at the same time, it becomes more competitive with spinning disk. This is something else. We'll talk to Charlie Jean. Cholera right about it opens up new markets. So this tam expansion is critical for pure in terms of driving this modern data experience into these new workloads and fighting the competition, the competition is not sitting still. All those companies that I mentioned the H P ease, the the Delhi emcees, et cetera, are basically taking a page out of your swords narrative, talking about the cloud experience, talking about, you know, flexible pricing models, building cloud products on prime and hybrid cloud and multi cloud. So it's hard sometimes for customers to squint through that. And really, no, I guess the bottom line, the last thing I'll say is pure. Doesn't have as many feet on the street is these other guys. So it's gotta leverage the channel increasingly, and that's how it gets beyond two billion on its way to five billion. >> And that was one of the factors that they attributed the second quarter. 28% year on year growth is to not just innovation, but also to the channel. So they've done a good job of really pivoting. There's large enterprise deals to be covered, direct and then bringing in the channel for those smaller mid size business customers. Adding a lot of momentum in cute to you mentioned the nan pricing that in some of the political climate with the start of China, most of their businesses in the Americas so they're not facing as many of those challenges. So they did lower guidance for the rest of it is >> the second time they've >> lowered 20. However, they kind of attributed that thio the nan supply oversupply and they say happy Matt to flatten out quickly, say they're >> not worried about the macro. I mean, look, if if the economy is good and is booming and people are spending money on cap ex. That's good for even a high growth company. They're basically positioning to the street that if if the economy does turn down and there's a softness at the macro, they'll actually gain share more rapidly. Which, by the way, is probably true. But look at the rising tide lifts all boats. Nobody wants to see Ah recession. Having said that, well, it's interesting. When you saw Pure Lower, its guidance stock took a hit, and then net app, I'd be him. All these other company you have to see a deli emcee they announced in the market said, Wow, pure must be doing really well compared to these other guys. So it's come back in a big way. My opinion pure is going to in the e. T. Our data shows this from a spending intentions Pure is going to continue to gain share at a much, much more rapid pace of the other. The other guys, from a product standpoint, delicacies consolidating its product portfolio, trying to lower its cost. H. P E is really focused on limbo. IBM needs a mainframe product cycle to get back going, Ned APS facing its challenges and its kind of tweaking its go to market model. So all these other companies air dealing with sort of some structural changes. Where is pure is like put the put the foot on the gas and accelerate no pun intended. And so I think they're gonna continue to gain share for quite quite a number of quarters. >> I want to talk about sustainability before we break. And one of the things that Charlie talked about on his keynote is in terms of the modern data experience, he said. It was three things. It was simple, seamless and sustainable, an inch sustainable. You really started talking about the evergreen model that they launched a while ago that seems to be really sticky with organizations. He also talked about sustainability is a lot of other organization I need to adjust in terms of, you know, waste and carbon emissions and things like that. But I'm just curious, since Pierre is much smaller than the competitors that you mentioned and a lot more focus, obviously all in on flash. Where does the evergreen model, in your opinion, give them that tail winter? That advantage? >> Well, the Evergreen model was first of all brilliant marketing strategy and a business strategy Because if you think about the traditional storage vendors, they make so much money on maintenance, they would never have done this unless pure force them to do it. Because they're making so much cash on the maintenance. You know, it's it's you. You put the storage array in and we're just gonna charge you maintenance. And if you're not on the maintenance contract, sorry. You don't get all the software upgrades, everything else. So it's just this, you know, this lock in strategy, which is work brilliantly for two decades pure, comes along and says, Hey, where? Software driven. We're gonna allow you to get all the modern software. As long as you're got a subscription with us, we'll swap out your controller for free. You know, the competitors hate that. There's all kinds of nuances and stuff, but it worked, and customers love it. And so it's very strong, and it's a fundamental as they said, they got $600 million in deferred revenue, largely from that evergreen model. So they, you know, Charlie mentioned first for non disruptive upgrades. First for cloud management, first for a I ops first for always on que Os first with always on encryption, and if they're really the first, we're probably the first big company. They got a lot of attention there. Last thing, it's it's a four big announcements today. There's a I ready infrastructure, airy. They're doing some stuff they were first to announce with video. You know, a year or so ago, they got cloud offerings. Ah, block storage for AWS. And they've got clout Snap for Azure, which is actually pretty hot. It's backup on Azure, and they got product extensions. They got cheaper flash with a flash or a C for capacity. And then they have extended their all flashy raise their flash played etcetera with storage class, memory and and storage memory. And in this, this as a service model. Those are really the four big announcements that were gonna dig into all this week. >> We are, and we're gonna be talking with This is a great event. Two days. The cube is going to be here. We have seven pure customers to talk to you that I think kind of a record, at least in my cube experience of the last >> AWS always puts a lot of customers up too. You know. All >> right, well, there's no better validation than the success of a brand, whether we're talking about Evergreen or their first or the reaction of the market to bringing flash down to satya prices. So excited to dig into customer stories with you, Dave. Course we'll talk to some partners who got c'mon slung Cisco somebody else and probably forgetting. And, of course, some of the pure, exactly gonna be exciting two days with you and looking for two days >> looking forward to at least a great >> all right stick around. Dave and I will be right back with our first guest, Charlie Giancarlo, chairman and CEO of Pier Storage. Stick around, come back Mawston in just a minute.

>> live from San Francisco. It's the Cube covering Google Cloud next nineteen, brought to you by Google Cloud and its ecosystem partners. >> Welcome back to San Francisco, everybody. We're here at the Mosconi Center. This is Day one of our three day coverage of Google next twenty nineteen, the second year the Cube has done Google. Next, Google's Big Cloud show, Thomas Curry and up on stage today, the newly minted head of Google Cloud. I'm Dave Volante and this is my co host student, and you're watching the Cube, the leader in live tech coverage. And we're here with Cy Mukundan, who was the director of product management at Cohesive deci. Great to see you again. Thanks for coming back in the queue. >> Thanks, Dave. Thanks. Too nice to be here. >> So if you could show it's hopping. Your clouds were all the action is. But let's talk a little bit about how he city you guys were on fire growing like crazy. What's the quick update on the city? >> Cool. Yeah, cohesive ahs you might have heard last year we had a big funding round way. Heard investment from Softbank. I know it's a result off that we just launched cohesively Japan s. So that's how we're going to market in Japan. So that's expanding our international presence, particularly in Asia. And then here, you know, not America. There's been a growing number off customer acquisition, and I would say, more importantly, repeat customers as well. You know, you you really realize that with enterprises, it's the repeat. Customers help you drive more adoption. That customer case studies on that again gets new customers, right? So that's what you're seeing and cohesive e >> big mega trends that are tail winds and opportunities for Kohi City and other other players in the space. Cloud, obviously, is one of those big ones that changed the way in which we develop applications changed the developer world. But also there's a desire to get Maura out of backups. I want to talk about you know, some of those trends. What is driving your business. What do you guys see? A CZ. The big trends. What's the premise? >> Yeah, So the premises data protection is no longer the insurance policy, so to speak that customers were thinking about they're really thinking about. What else can I do beyond just data protection? Right. So That's where the power ofthe cohesively platform comes in. In terms ofthe, once the data is there on platform, the ability to do other things. Stability to leverage it for tester for disaster recovery for analytics so recently. You know, sometime back we actually launched our APP store, both powered by applications that can know where Bill by Cho Hee City and then also in partnership. It's plunked on a couple of other renders where these APs are now running on the data set that has landed on cohesive. So customers are now truly realizing the vision that we had promised to them in terms of being able to do more with the data. >> So speed a cloud. You guys get hard news, so take us through that. >> Yeah, so today's an exciting day. We actually released our first SAS offering. It's caused. Could cohesively cloud backup service for Google Cloud Platform? So think of it as truly backup. A service broadly speaking, three things right? So it provides that enterprise grade data protection that customers are looking for in G. C. P. So you heard in the main stage today about Google warning to partner with another windows and This is one such partnership. There we provide backup and recovery for applications running on ***, so that's the first one enterprise grade. The second aspect ofthe the solution is the fact that it is truly scalable in nature, but at the same time provides that granular recovery capabilities when the customer needs that data back right on. The last one is really the ease off use and management, because when you're doing things in the cloud, customers are usedto ease off use in terms of consuming the service, right. So here it's integrated with Google both in the marketplace as well as in terms ofthe the building that they get. So everything is all integrated with G C. P. All >> right, so if so, we've talked to all the hybrid multi cloud shows, you know, Big virtual ization show in all three of the Big Cloud shows. What differentiates the SAS offering from what, what cohesive has been offering in the past? >> Yeah, I think so. Up until now, it's bean to major things that we have delivered for customers. One is the Khyber return videos that you guys have alluded to as well and then born in the Cloud Cloud native, their customers still sort of like Do it yourself, you know, deployed the platform from us and then perform all the day today infrastructure management and keep planning around it. This one truly is a different shade or game changer. In the sense start, it's truly backup as a service, so no longer there's a customer need to worry about the infrastructure management aspect ofthe things. They just go into the marketplace as easy as a few clicks, deploy the solution on. Then they're open running in terms ofthe being able to back up and recover. So it's it's really the SAS model. The fact that we're embracing sass on our customers are heading in the direction is what truly differentiates this particular off >> so sight. Why why Google? Let's just start there is to know what you're hearing from customers. Be back. How come this is the first *** offering? Your >> long I think two things right. One is there are enterprises wear hearing more and more enterprises adopting, you know, Google Cloud as well. So this was obviously driven by some customers Summerlee customers asking for such a solution, so that always helps make a business case Right on then. The second one is you heard in the keynote this morning about Google being truly open, winding toward more with partners. And this is the result of one such strategic partnerships a Google sort of collab collaborating with co history and working together to get the solution toe and customer. So >> you see them is more partner friendly. Can you discern the difference between Google and other partners Air, You know, I'm looking for Okay, I heard it on stage. I mean, they're doing so you know, actions speak louder than words, But a za partner, do you discern >> that? I think it resonates well with me for just based on our experience with the whole launch and everything. I'll give you a couple of instances right on. This relates to the fact that you know, Google's acknowledging that they're also learning along with customers, especially the enterprise customers. So we have a number of enterprise customers and knowledge of how to work with them. And to be honest, you know, some of the things on their marketplace and other things required a close collaboration between us. Not everything was there out of the box and Google was a very willing partner. Toe, listen, tow us and collaborate with us on. I make things happen on the second aspect ofthe it really comes down to also the gold market benefits that we're beginning to see as part of that partnership because it's one thing to build a solution. But then taking it to their in customers and our mutual customers is also a big aspect of the partnership. >> Okay, I gotta ask you size. So I hear a lot. I don't have to back up my data. It's in the cloud. Explain our audience. The difference between sort of that statement and what you know, backup recovery, a data protection, modern data protection is all about Why can't I just back it up in the cloud and Google take care of it? >> Yeah, I think not just Google, but with all the clouds. What? What they provide is availability right on the fact that data stays in no multiple regions. But it's essentially the same data set that replicated across different zones are regions a CZ, they call it. But at the end of the day, you know customers want to be able to go back to a certain point in time because there are several reasons for it. One is human errors, you know. That's probably the number one cause of why you know, they they need data protection. But besides that, there's a reason to do step on a certain version ofthe the data is there's a reason John anonymized the data. So a lot of reasons to just, you know, go for a data protection solution beyond what the Cloud Windows offer it offer themselves available. >> One of things we hear is in a hybrid and multi cloud world. I've got my data and a lot of places. So if I can have something that is agnostic tall, those locations that companies like cohesive have done, how does this new SAS offering fit into all of those other environments? If I'm already cohesive customers, they're going to be a similar look and feel. And am I gonna understand that you know what? What? What's the same? What's different? >> Yeah, so we have ah, Helios, which is our SAS management portal. So that's what customers used today. For all they're both on premise as well as crowd deployments on the way it works is it provides you that truly I know single pane of glass is sort of very abuse word, but it really provides us a single view into all your environments across raiders, different deployments off cohesively, whether it's at the edge of the data center or in the cloud. And so in the service, we leverage the same, you know, Helios Banishment portal, but in a much more simply fired format because you're you're taking some off the, you know, administrative aspect away from the customers and having to just provide them just this. The service Functional lady off. Just backup in >> recovery. What is the pricing model for the cloud Backup service is a capacity based usage base monthly. How's it work? >> S Oh, it's truly a consumption based, more like everything else that we're aware off in the clouds. So the way it's priced is it's based on the consumption consumption on the service, the city service, and here's where we provide that benefit back to the inn customer in terms ofthe great deal application and the storage efficiency benefits that we offer provide a lot, you know, lower capacity that actually lands on the service. A supposed to you know what, maybe running in your primary environment. So we provide that benefit back to the customer in terms ofthe charging them on a usage based on consumption based model, in this case, based on the capacity that's landed on the service. And so it's again, like I said earlier, it's integrated with the Google billing. So when a customer looks at their monthly Google infra infrastructure costs, it also includes an additional line item for the cohesively service. So the customer at the end of the day just has to deal with their gcpd. >> So it's a true cloud cloud pricing model, absolute, which is which I say that because much, if not most, of the SAS products that you purchase are not what I would consider to cloud model You'LL you know, make the annual commitment or a multi year commitment. And as the vast majority of the SAS says, the infrastructure guys, they think, got it right. >> You could scale only one way up. Yeah, >> that's good. All right, so I give you closing thoughts on on Google Next your your announcement of the future for the city. >> The one thing that excited me from the keynote this morning was was Antos. I mean, they talked about how that could be a single control plane, not just for G c p, but potentially across other clouds, clouds as well and and even on trim on. That's where I think there is more synergy. There's more partnership because we excel in the data center we excel in the cloud on. So I'm looking forward to this partnership with Google to extend cloud backup service beyond what we have released today. >> Still, what you call the motion for the cloud that powerful concept and we know what the motion did for virtual ization. And so we'll see what at those could do for cloud and cloud management. So thanks very much for coming back And >> thanks for hosting his guys. Really a pleasure to be here. >> Good to see again. All right, keep it right to everybody. He watched the Cube live from Google next twenty eighteen I'm dying day Volante was to minimum John Furry is also here. We'LL be right back after this short break from Mosconi

>> Welcome to the Special Cube conversation. We're here in Palo Alto, California Cube headquarters. I'm John for a host of the Cube were Mohit parents, founder and CEO of Cohesive Serial entrepreneur. Successful Distribute computing, phD, computer science. Welcome to the Cube. Thanks for having me here. So thanks for coming. You guys been very successful. You found the couple in twenty thirteen. Great traction. Great success, Great technology. What's the vision of Cohee City? >> Let me first start by describing the problem. And then I'll go under describing the vision. The problem in a nutshell, is ah what we call mass data fragmentation. It refers to the fact that everything sets in silos, whether it's the sender or whether it's the cloud All our data sets in silos in appliances. Just expect all across the whole universe. And our vision is to basically consolidate that onto one platform I The easiest way to understand our vision is to look at it. What a smartphone that in the consumer space before the smartphone came the all used to carry multiple devices, right? Phone, music, player, camera, and so on. So forth. Uh, the smartphone came. It put all of those on one platform gave us a single U I to manage it all, um, gave us the notion ofthe marketplace from where we could download maps and run on this platform and gave us machine learning. Our vision is something very similar for the world of leader in the world. That data is the most valuable resource today in the world, much more so than oil. And he had the infrastructure. Where we put that data is very fragmented. Let's look at the ladies under backups is one silo probably bought from different renders test. And there was another side of analytics is another one five chairs and object storage is another one. Our vision is is to put all of that on one platform, make it very simple. Make that platform span the data center and the cloud manager using one us bring machine learning concepts to it and at a market place from where people >> could, you know, the smart phones. A good analogy. I like that because you had a market where they made devices to make phone calls and then text messaging. Beak was like killer half of the time. But having the computer enable the whole new class of services functionality, usability and capability and that that iPhone was a seminal moment There. You see, the same thing in Tech right now with Cloud Cloud has changed again. Seeing cloud be successful. Scale is a huge thing. So functionality, new kinds of functionality and large scales with cloud computing has proven. And APS have come around that. So I gotta ask you, you know, backup has been in category that has been dominated. Public offerings dated domain, but the list is endless of great companies built great backup solutions or a K phones. And I think that's what you're getting at the phones is the backup. You guys are building new functions. I want to explain the reels, um, capabilities that's going to come out of the data because if you have data being backed up, you're touching the data. So if you built a platform for scale, it seems that you guys have talked about that product. What is the unique thinking behind it? How did you come to it? And what are some of the examples? >> Yeah, so let's start one step at a time. So, uh, even though it's a platform that can do multiple things just like the smartphone had to be a great phone to begin with. This is a great backup product to begin with. And once we've solved the back a problem for the customer, then we encouraged them to do more on this may be to file shares, baby to object storage. Maybe start using the clouds and sunset. The next thing you'LL say that. Imagine you will work on that data. So you've ingested some data using backups and you want to get some insights from that data today? What you're forced to do is you probably have to copy that data out into another side of creating one more fragment. One more copy of the data. Why not move APS to the data? But other than dated adapts. So our whole concept is that take this platform and take whatever happened. You wanted to run outside off this just running on this platform and thereby you're moving APS to the data. Not the dinner, perhaps moving their eyes. Heart. It is. Ah, is big moving abscess. Easy. So and that's what the hell is this about On That's the platform. That's the capability of the platform. It's a distributed platform. Let's you're on APS close to where that it is. That's the underlying a lot of >> people say I remember we're going back a couple years now talking about Cloud or once I want to be like Google. I want to be like Amazon because they were offering at large scale using open source software. You can. You were lead engineer on Google file system, so you know a lot about scale. But a lot of people wanted the scale and functionality of Google, but they wanted the ease of use of Apple. And I've heard you mentioned that when were before we came on. So this is actually an interesting dynamic. But not everyone's like, Oh, but they have now data scaling similar challenges that Google has one song or another's large scale. Talk about that dynamic because you're changing the game on backup did since you touching the data, you're going to make that more valuable beyond just backing up. And this the concept of moving absolute data talkabout this dynamic of scale, functionality and ease of use because if you're doing all the work with the data, why not extend that out? This is essentially what you're doing. Can you explain that? >> Yeah. I think about the problems that Google would have if they were dealing with lots and lots of fragments of data. If everything was studying in a different appliance, Uh, with the volume of data that day deal that they'LL just be going knots pulling their hair all day long, right? So they built a web scale system that was sort of like a single platform. I was fortunate to be part ofthe some of those technologies, like the Google file system. So they built that Web scale file system to make it look like make all of that look like one platform. And now that it was one platform, they could move the APP store. And we're basically trying tow do something similar to the realm ofthe second reader naps. Because we have lots and lots of data here today. It sets and silos be the backups or passed on diver filers, Object storage. We're gonna build one big platform that scales out in a Google like fashion which can be managed very simply, using one you Iike an apple like manageability. And with this concept, we become very similar to those hyper skill er's, and we bring some of the same innovations to people out there. I >> want to share a common e we were talking about before we came on camera. You were just preferred something. You said I'd like to solve one problem at a time and then move on. But what's interesting here? Competitive strategy wise, you're solving the backup problem. But why you got your hands on the data? You're actually going to re imagine the usability of that data. So you're essentially adding value to a basic function back up, putting a platform around and extending that out, perhaps to come to it. And it's kind >> of a >> land grab that's working. This is a unique It's a different way to think about, Is that right? >> So I like to say that we like the master's off one trade at a time, nor Jack of all trades, uh, and that first trade for us that we would be masters off his backups once we're happy there. Then we can go on and focus on, you know, maybe filers or object storage. And this is how we build the platform right eye. I always say that when you architect a system, you have to think about all this from day one. You can't incrementally at patches and expect the system to grow right. I sometimes draw an analogy between why Google won the war against Yahoo. Google, Tara, Phil are all as a platform there. Thought about all the use cases they'd be, you know, putting on the platform. Yeah, who just build something that was good for search. Didn't think beyond that. That's why they you know about a bunch of naps. And >> that's where they saw it and thought of >> the Google file system and then YouTube on top and Gmail on top and blah, blah, blah. No. So I was the same approach. We've talked about the problem and the problem off. The problem We want to address mastered a recommendation up front, and our system has bean architected to solve that. Even if we start by being masters of backups first, the system has been architected tto do way more than that. >> So it be safe to say that cohesive from a software core competency standpoint is distributed computing core competence or disputed systems large scale from a computer science, you know standpoint and then data. So expertise are those two is intact. >> Yes. Oh, distributed computing and distributed file systems. Those would be there to core competencies. But then again, depending on like whether it's backups or its testing, that their competences of within those domains. >> So I want to get into the private tech. First of all, thanks for saying you have responded to that. The product text. Phenomenal. You have platform can do multiple things. I want to talk about span F S on Spann Os. You have some news. You've got something share on overview of what that is and what the new news is. >> So when you're trying to control on manage of lots and lots of data, you better have a distributed file system. So we built one, and we call it Spanish Fast. The name comes from the fact that it's supposed to span nodes in the very center that's supposed to span multiple kinds of storage in the data center. It's supposed to span the data center and your multi cloud environment, their hands the names pan a fast, But since we were building it like a platform, that's not just there for your data. It also runs apse on top off this platform. Uh, the span of fast is not enough. It becomes full scale us, if you may want to call it. What? So where's it has a file system and it has the ability to run laps on the file system, and the same ability was built here. And the name's patter well, so we can store data, but we can also naps close to that >> and with multi cloud on the horizon are actually president today. A lot of people use multiple clouds, and certainly Salesforce's considered cloud you got Amazon. So especially this moment clouds of existing today in the Enterprise, the coordinated all but hybrid and and these things they're going on. Premise. It's cloud operations. This becomes an important part of the distributed environments that need to be managed. Talk about the impact of multi cloud in today's world because it's a systems thinking. You gotta think about it from day one, which is kind of today. I got on premise. I got multiple clouds out there, and some clouds or great, depending on the workload, picked the cloud for the workload. I'm a big believer in that. Your thoughts, though, on as people tried to get their arms around this and make it, you know, one environment with a lot of decoupled elements that are highly cohesive. Talk about that dynamic. >> Yeah. So Cloud is a very, um, nice entrant into the infrastructure world. It provides a lot ofthe functionality, but it doesn't quite solve that problem off massive fragmentation. When you put your dinner in the cloud, it's still fragmented. And when you're dealing with, often our customers are big. Customers are dealing with multiple clouds and the data centers, and they have dedicated people trying to move data and applications between them. That's the problem that Cohee City can actually solve very well, because we're building a platform that spans all this. Um, all of that becomes underlying infrastructure that we use. And now through us, they can easily move APS. They could easily move data. They can access the data anywhere. That's the value we been to them. We have a customer here in California, and that was spending, uh, hundred twenty thousand dollars per month. It's a new company, uh, one hundred one hundred twenty thousand dollars per month on the eight of us both after they consolidated that stuff threw us in the cloud, their ability used to seventeen thousand dollars per month. That's the kind of value we can bring. The customers >> well, the Amazon Dana. It's interesting cause you got storage and you got E C two of the compute you need compute to manage towards so against. Not just storage. That's the cost. It's it's data is driving the economics. That's where you're getting it. >> Yeah, So I think data and storage and compute go together as I'm a big fan off hyper convergence, which me, along with the rest of my team Edna tonics. And Monday it's gonna doing multiple things on the side I'm back from. And you can't do that without storage and compute both working in tandem >> so consolidating with cohesive because I'll be using cohesive, he allows the better management lower costs on Amazon. >> That's right. That's right, because we store the data efficiently on Amazon, cutting the costs, and then you can run your raps on top. You don't have to copy out the data toe, run your wraps, you can actually land on the platform and all that saves costs. >> That's a great tidbit. Notes no to the audience out there. Great to tip their pro tip. Talk about the announcement you have now have APS coming out. You got three native cohesively absence. My word. I don't know. You guys call it Think Caps is going to the Alps and then for third party application developers. So again, this kind of teases out there beyond backup story, which is platform. What of the apse, Where this come from? What? Some of the reasons why they're being built. Can you share specifics on that news? >> This goes back to our analogy to a smartphone on one of the innovations the smartphone, brother. The world was the notion of a marketplace. You could go to the marketplace and down wrap. Some of the gaps are from the vendor who built the smartphone. Some of them are from third parties. So we are. And when the first iphone came out that I had basically five straight and then now there are millions of them. So what we have seeded the system with is we have, ah, a couple ofthe third party apse for in particular one a splunk that runs on the platform with in a container. One is from a company called Menace. One is actually two laps are anti virus absent. One vendor is scented. One when is clam? Maybe, um though that third party APS But then we've built some, um, APs from cohesively itself when his app called spotlight on the security app. One is an app called Insight searches through the data when his app called Easy Scripts allows our customers to upload scraps on drawing them from Go easy. So these are the apse that I'd be exceeded the system where were also announcing an SD came in just like your smartphone has a nasty cave. The world out there can go and use that and build ups on top if he would like people out there in the world. Third parties are partners to build ups and run on this bathroom >> so moment, what's their motivation behind the app system or functionality? As the demand grows, functionalities needed. So I'll see platforms should be enabling, so I get why APS could build on platforms. But what was the motivation that around the apse now just l of evolution capabilities? What's the thoughts >> It goes back to our philosophy that if you need to do something, you shouldn't buy one more silo to do it. You should be able to extend your existing platform and then do stuff. That's what your smartphone does. Uh, basically, even you, by your smartphone, it can be a phone, and I'm number for the things. But then you extended the functionality of that by downloading maps. It's the same motivation, you know, extend the abilities of this platform. Just download maps and then extended right. >> Give the value proposition pitch for the developers out there. Why would they want to develop on? Complicity is it is a certain kind of developer. What's the makeup of the target audience? Who would build on obesity? >> So all kinds of people we expect to build on this platform. So the value for our customers, for instance, now rather than, uh, copying the data out of this platform onto one more silo and that's very expensive, they can actually build a nap that runs on this platform so that they don't have to move the data around, and it's very, very simple. That's the value for our customers. For the developers out there. Uh, it's the same value that they get when they build an app on a smart phone. Uh, they building up some cash, but out there can download that app and the APP and then pay that developer some money so they don't have to build the whole company or the whole thing. Now they can build a nap that runs on cohesive. It's really simple for them. They get a cut of whatever the customer pays, so there's value all around. It's a ven ven for everyone >> it's not. And it's good business model, too good community going to get an ecosystem developing its a classic growth growth opportunity for you guys. Congratulate. So what a business you guys have talked about a couple quarters ago Publicly, about two million to million dollars run rate. Give us the update on the business in terms of growth. Employee headcount. Key milestones. Can you share? Seok was empty, >> so you know the momentum is phenomenal. We're very flattered by the fact that despite the fact that we're a young company we've been selling for more than three years, of seventy percent of our customers are enterprise customers. The big guys with lots and lots of data. Uh, some of the biggest banks in the world now use us. Some of the biggest credit card companies in the world use us. Uh, a lot of the secret of federal agencies. You, us? Um, uh, some of the public customers I convention Hyatt uses us. Ah, big financial. Northern Trust uses us the famous. Uh uh, you know, food chain. Wendy's uses us. So those are the names I can I can mention that are actually using and benefiting from cohesive. Um, so lots of lots of great stuff. Um, we had three hundred percent year over year growth in revenue. Our head count, actually, er this week crossed one thousand people. So we spoke to our chief people. Officer. We should mention our one thousand employees in a special way. So all that great stuff is happening. >> It's like walking through the door. All the bills go office because you guys were two hundred last year. About this time >> when you get back, we are about to enter. People's a factor of five growth and about one years phenomenal had come growth. >> Well, that's massive growth. How big is this guy's a real state growing and buy more office space. >> Yeah, well, uh, they're headquartered in a building and son who's a downtown. We start, but we got it. That building about when you're back, we only had two floors were really expanded toe like five floors now and looking toe, you know, rent more. We've also expanded to other locations. Geographically, we now have an office and rally. We have ah, uh in office and cork in Ireland. We already had an office in Bangalore. We setting one up in pony. We're setting one up in Toronto, So lots and lots of expansion worldwide. Not >> really looking good as well. I mean, let's think about the economics. >> So this is the time they're being in mustard and growth. That's looking phenomenal on DH. There's a path to profitability. Um uh, it all depends on you know, our economics and what the board decides on how and when we wanna charge towards profitability, we can get there. It's looks easy, but I think it's our productive ity off our sales reps looks phenomenal. On average, productively is very high, which basically means that you know, we can get to profitability fairly quickly. If you want. >> We're going to say, very impressed with the growth and impressed that you go out on the road, talk to customers closing business. That's sign of a great CEO. Always make sure the customers are happy. >> Um, eventually, that sort of companies about a happy employees and be happy customers. Uh, and my job is to see you is to make sure what happened >> before we get in Some of the questions I have from the community. I prepare because people want knew you were coming on. I want to ask you about entrepreneurship in your journey. You've had quite the career Google image in that nutanix. And now here, >> Look at look at >> today's environment. I mean, it was a lot of talk about how entrepreneurship changed and starting a company, you know, you got a rocket ship, so you had a lot people coming on Now from the your journey you're on now. But a lot of other offers out there right now, kind of like looking transition. People say tech is bad, not good for society. Seen bad, negative press in their entrepreneurship is a great opportunity right now in tech. What's your thoughts on the current landscape and opportunities for, you know, folks out there building new things and going in solving a problem from old market and reimagining it for the new. Because a lot of new going on seeing a new sea change with cloud. And on premise, >> I would say, Um, this is probably the best time to do a company then ever in the past because technology is there to help people. Young entrepreneurs. Uh, there's plenty of money to be raised from the sea. Species are very happy to be helping. End of news a couple of pieces of caution that I wantto give to would be entrepreneurs. Uh, number one. Don't be in a hurry. Learn their hopes of doing a company first. Ah, before jumping and doing it because often I find that they burn their fingers and then they don't want to do a company again. First, go to a good company, learn the ropes of playing a company, and then do a company. That's number one number two. Uh, I would like to incorrigible and avenues to think about their ideas in the context. Off the following two thoughts one is, uh, the company needs to have a great entry point. That's how the company takes off. But then it also needs to have a bigger vision to look up to. And I often find that company's lack one or the other of these, Uh, and that's why they eventually fail or they never take off the ground. In our case, the entry point was backups, and the big vision is the consolidation off seconded and haps that I spoke about, Ah, one or the other if they're missing, it's not >> an extensive abilities key there, too. You get the beachheads real specific seconds, and then you see you point >> out of a vision. That's >> what broader beachhead without trying to take it all too fast or not knowing where to lay. That's gonna much the analogy. >> That's what I say. I beat master of one traitor, go ahead in the beachhead and then expanded the bigger >> and by the way, that's a classic proven way to do it. So, you know, just stay with what works, All right, let's get to the questions from the community. A lot of people wanted to ask your first question moment. You've a great perspective on the difference between hyper scale on enterprise worlds Is the enterprise still ten plus years behind the Giants in Tech? And how have you helped bring hyper scale thinking to the enterprise architecture? >> Um, the enterprise is, actually, surprisingly is getting closer and closer. Uh, with all the great technologies available, hyper convergence has bean. One of those technologies that has made hyper convergence combined with upscale, uh, is one of those technologies that has brought the enterprise were very close to the hyper scholars. Now they can buy products that are hyper energy that scale out in a group like fashion, and they can get some of the same benefits that the hyper scholars have enjoyed over the years, eh? So I won't say they have that far behind anymore. They're catching up, and they're catching up. Eyes >> used to be a few years ago, you could look at saying old relic, you know, modern cloud >> the and and the companies that I have found it have. I'm very flattered to say that have gonna, uh, hasten that journey. Uh, happy convergence. And he's even solving this problem of massive fragmentation. The hyper skills have kind of, you know, already solved that problem. They have massive, upscale systems that don't deliver data fragmentation. It's one platform, and you're gonna bring that value to the world through cohesive, >> great, great success. Okay, second question. There's a ton of money pouring into the data protection space again, a category that's there's a card in magic water for that. But again, you start Cummings that don't have magic watches because it's new. Why is this money pouring into space? Why now? >> Number one dealer is exploding. There's lots of lots of data. Ah, bulk off the data sets in what we call second story. It comes to it through back up straight. Your your production stuff has some production data, but eventually that data. Nobody wants to believe that they would keep it in there for at least six seven years, maybe forever. All dated, it comes to backups. The opportunity that people have seen is that they can actually now doom or with that data. It's not just dumb waiter sitting there, so it's not just data protection. It becomes more of a data management and you do data management through APS. That's what cohesion is exploding. We get the data onto a platform through backups, but then we expand into arrest of the vision and Kendra naps to extract value from the dealer right? That's why the money is coming. >> Well, you just answer the next question, which is, you know, why cohesively wind now the space is crowded, a lot of competition, So I'll just move on Ransomware, what's going on there and what's unique about Kohi City and what do you bring to the table with respect to Ransomware. >> So Ransomware is, uh, uh, something that we now live in. Its every enterprise is at risk, uh, being affected by ransomware. So what we have announced recently eating a month back, we announced our ransomware support. Uh, we can offer not just the detection, but also a number for the things we can detect Ransom where we can allow our customers toe apply fixes. When When that happens, we really allow things to be recovered once ransomware happened. So it's built into our data protection environment, right? That's how customers like it. So it adds value to the data that they already have. It's not just a dumb backup. >> And with all the third party and S t k stuff happening potential extensive bility on that core, >> that's right. Now we can have apse that can detect more round somewhere by virtue of the fact that we can support running absolutes to data. Some of those APs could be Andy dancing, perhaps help protect the data, do some custom stuff. Once said handsome, it is detected. All that becomes possible >> last question from the crowd here, the community multi cloud. Everyone's going up to the space. What is multi cloud data protection really about? And why cohesive? Isn't this just really a multi cloud vendor? Khun, do it all mean a lot of people saying they're multi cloud vendors. Y you what is multi cloud data protection all about? >> So, you know, big enterprise customers probably have a foot in every cloud, and they call it a multi cloud infrastructure. And if they want to protect the data and forced me, the data is very fragmented. So they need a backup solution for one for every cloud that's roughly multi cloudy. The production. Uh, we're cool. Here's the adds value. It's building one platform that spans your multicolored environment. So one platform can now take care ofall that those backups eso it really simplifies the job off doing backups or data protection in a multicolored environment. And that's where the Queen's devalue comes in. >> Well, congratulations. Final question for this interview. How would you summarize the state of cohesive the right now? Thousand employees growth on the customer traction side and revenue business funding. Males look good economic with a platform, certainly software margins looking very good growth. What's it all about right now? Culture value, proposition don't. >> It's kind of like a rocket ship, and we're just hanging on. But it's Ah, I think that focus is, um, when you grow this fast, uh, the challenge becomes, uh, keeping your culture intact and we tryto put a lot of effort on our culture. Our core values are cultural guidelines were fanatics about that. So we want everyone to feel that they're coming in and this is home away from home, and they treat others to make them feel it's home away from home. We're trying to build a family here, so there's a lot of emphasis on that. But at the same time, you know, we all work hard and let the company >> and the new ecosystem opportunity for you is looking really good because if he zaps takeoff, certainly the cohesively APS. And now you got third party with an S t. K. This is potentially a game changer for you as a company to a CZ Wells, you have product company. Software company makes a lot of scared, but now you're gonna be bringing developers and impact there. >> The impact, the talk, leadership impact. Uh, you know, I'm personally very fun off er you know I do these companies because I want to change the world. I won't change the way the world thinks this is the way I think. And if I can help the world think in this fashion contributed something to the world. And so that's the excitement that sort of mission is. Team is excited about that. It's just >> we got a great mind phD in computer science and two ships systems entrepreneur that thinks up new things that disrupt the status quo. And the old guard certainly track record their congratulations. Know what? Thanks for coming on The Cube. This's the Cube conversation here. Palo Alto. I'm John every year. Thanks for watching. What?

>> Live from Barcelona, Spain. It's the cue covering Sisqo Live Europe, brought to you by Cisco and its ecosystem partners. >> Welcome back to Barcelona, everybody. You watching the Cube? The leader in live tech coverage is the first day of three days of coverage for Sisqo. Live for Europe. Lin Lucas is here. She's the chief marketing officer for Kohi City. Lend great to see you again. Thanks for coming on. >> Great to see you here in Europe. >> We were just saying it's the first time that we've done this on the continent. So another >> first? Yeah. Another first. Been s so pleased to be in the U. S with you guys, that multiple shows. And now we were here in Barcelona, >> so it's a great venue. We've actually done a number of shows here. Then again, it's a pleasure having you on. Let's see, Let's get right to it. What's going on with you guys and Cisco? You got got some news. Let's talk about >> Absolutely. As you know, we don't stop innovating continuous innovation at Cohesity and a number of new things. So last week we announced a new Cisco validated design with hyper flex and Cohesity integrating for snapshot integration for backup and, of course, instant recovery of that critical data center infrastructure. And we're calling it hyper squared. So you get full hyper convergence for your primary and, of course, your backup. Another secondary application. >> And those guys just want to talk about hype reflects anywhere. Still, so it's like infinitive hype. Infinity, hyper flex, >> hyper square, >> so hyper squared. Love it. So you guys will. How does that work? You'll obviously you want to be the provider of data protection provider from Multi Cloud. That's a huge opportunity. So how do you do that? You'll you'll plug into whatever framework that customer wants. Presumably, a lot of customers wanted the Cisco framework out. Is that all? >> Oh, absolutely. Hit the nail on the head. I mean, Cisco, obviously, one of the most respected leaders in the world, tens of thousands of customers globally depend on them. I'm Francisco alum love being back here at the old stomping grounds and Cisco's been an investor in cohesive he now, since our serious sees. So, they really saw the promise in the benefit of what Kohi City offers with hybrid converge solutions for modern backup recovery. And to your point to the cloud. You know, Cisco's talking a lot about multi cloud here and cohesive E with our native cloud integration helps customers protect those backups on or those applications on hyper flex, and then instantly move them to a cloud of choice. And then, as you've mentioned, Cisco has so many fantastic relationships that there are very strong go to market partner with us. And when customers wanted by solution, they could get the whole solution from Cisco, including Cohesive >> Yulin. We're glad we have you on because connecting the dots between something like hyper converge, which we've been talking about for a number of years now, and how that fits into multi cloud. To some, it's a little clunky sometimes goods like. But I've got my data center. Or am I just doing backup to the cloud? Because what we know is customers, a. Cisco says their data is, you know, kind of de centred. It's no longer in the in the data center of all over the place. Companies like Kohi City can give you that centralized data protection. No matter where your environment is, walk us through what you're hearing from your customers. How they look at kind of their data center versus the multi cloud environment and data protection. >> Yeah, so I think it's Ah, you know, I think customers air now understanding that it's not either or right. There was a time when people thought, Wow, I'm going to move everything to the cloud And I really think there's a maturing of an understanding of what's going to work well for me in this cloud First world, what do I want to put there? And then what am I going to keep on premises? So that's one of the things that Cohee City innovated our core technology. A distributed Web scale file system spanning file system, which spans the data center and the cloud world seamlessly. And what we're seeing is customers air really using the cloud for archiving, getting off of tape because then they get that search capability very easy when they need Teo tearing and then, most importantly, disaster recovery. You know, in the event of something man made or natural, many, many organizations moving to the clouds for their second sight. And with Kohi City, that's very easy to make. That transfer happened in a very seamless way with our capability set. So I think what we're seeing is this really maturing of how customers look at it as a really holistic environment. And so Cisco calling it data centered. But we call this, you know, mass data fragmentation. And then with our spanning file system being able to really consolidate that now >> yeah, another thing that needs that kind of holistic view is security. I know it's something that's in your product. There was a random where announcement that you made last week tells how security fits into this world. >> Yeah, well, you know, I think we all hate to say it, but you know that old phrase, the new normal unfortunately ran somewhere, and malware has become the new normal for organizations of all sizes. You know, here in Europe, we have that off the situation with the N HS in the UK last year. Andi, it's happening everywhere. So you know one element that the's attackers air taking is looking at how to disable backups. And so this is really important that as a part of a holistic security strategy that organizations take a look at that attack vector. So what cohesive he's introduced is really unique. It's three steps. It's prevent its detect, prevent and then recover. So detect in terms of capabilities to see if there are nefarious changes being happened to the file system right, and then prevent with Helios automatically detecting and with our smart assistant providing that notification and then, if need be, recover with our instant mass restore capability, going back to any point in time with no performance issue. This is not taking time for the rehydration spanning file system doing this instantly and allowing an organization to basically say, Sorry, not today, attackers. We don't need to pay you because we can instantly restore back to a safe point in time. >> So let's unpack those a little bit. If we could detect piece, I presume there's an analytics component to that. You're you're observing the the behavior of the of the backup corpus is that right there, Which is a logical place because it's got all the corporate data in there >> that that's correct. So last year we introduced Helios, which is our global SAS space management system, as machine learning capability in it. And that's providing that machine learning based monitoring to see what kinds of anomalies may be happening that is then proactively alerted to the team >> and then the recovery piece, a ce Well, like you said, it's it's got to be fast. Gotta have high performance, high performance data movement, and that's fundamental to your file system. Is that what I'm hearing >> that architecture that's correct. That's one of the differences of our modern backup solution. Versus some of the non hyper converge architectures is the distributed Web file system, which our CEO Motorin, he was formally at Google, helped with developing their file system has what's called instant ability to go back into any point in time and recover not just one of'em, but actually at a v M wear. A couple years ago, we demonstrated thousands of'em is at a time, and the reason for that is this Web scale file system, which is really unique to Kohi City. And that's what allows a nightie organization to not be held hostage because they can not have two potentially spend not just ours, but even days with the old legacy systems trying to rehydrate. You know these backups if they have to go back potentially many months in time because you don't know that that ran somewhere may have been introduced, not say yesterday, but might have been several months ago, and that's one of the key advantages of this instant master store. >> I mean, this is super important rights, too, because we're talking about very granular levels of being able to dial up dial down. You could tune it by application of high value applications. You can. You have much greater granularity some of the crap locations that not, maybe not. It's important. So flexibility is key there. How about customers, any new customers that you can talk about? >> Absolutely. So one of the ones since we're here, it's just go live. So Cisco, along with Kohi City, we've been working with one of the largest global manufacturers of semiconductors and other electronic equipment, Tokyo Electron, based in Tokyo but also here in the U. K. On the continent. And they had one of those older backup solutions and were challenged with time. It was taking them to back up the restores not being predictable. So they've gone with Cohesive e running on Cisco UCS. Because we're a software to find platform. We offer our software on our customers, you know, choice of Certified Solutions and Cisco UCS. And so they've started with backup, but they're now moving very quickly into archiving to the cloud, helping reduce their costs and get off of tape and to disaster recovery. Ultimately, so super excited that together with Cisco, we could help this customer modernized their data center and, you know, accelerate their hybrid clouds strategy at the same time. >> Awesome. And then you guys were also protecting the Sisqo Live network here. What? Tell us about that? >> Yes. Oh, you know, Cisco builds an amazing network here. I mean, you've seen the operations center, a huge team of people. But as we all know, things could go wrong. Potentially. And so we are protecting the critical services that Cisco's providing to all of this is go live attendees here. So should something happen, which I'm sure won't. Kohi City will be used to instantly recover and bring backup critical services like DNA and other areas that they're depending on to serve. All of the thousands of showgoers here. >> So super hot space. We talked about this at PM World. Actually, last couple of years. Just how much activity and interest there is and the whole parlance is changing land on one of you could come and I used to be you back up when the world was tape. Now you're talking about data protection data management, which could mean a lot of things to a lot of people to a storage folks. It's, you know, it's pretty specific, but you're seeing a massive evolution of the space cloud. Clearly is the underpinning of the tailwind on it requires you guy's toe. To respond is an industry and cohesive, specifically is a company. So I wanted to talk about some of those major trends and how you guys are responding and you're leading. And, >> yeah, I think you know, folks have been a little bit surprised, like, Wait a minute. What's this kind of sleepy industry? Why is it getting all this funding? I mean, our own Siri's de funding. Middle of last year, two hundred fifty million dollars. Softbank banked along with Sequoia, of course. But really, the trend, as is being talked about Francisco Live, is data is. I don't want to say the new oil, but it's the water of the world, right? I mean, it's absolutely crucial to any business, the's days other than your talent. It's your most important business asset. >> And >> the pressure on the board and the CEO and the CEO and turn to be agile to do more with that data to know what you have because here we are in Europe, GDP are increasing, regulations is super important. And so you know, this has really brought for be need to create holistic ways to organize and manage and have visibility toe all of that data, and it's massively fragmented. We put out that research last year, massive data fragmentation and most of that data has been kind of under the water line in most people's minds. You know, you think about your primary applications and data that's really only twenty percent, and the other eighty percent in test Evan Analytics and Backup has been pretty fragmented in Siloed, and it hasn't yet had that vision of How could we consolidate that and move it into a modern space until folks like Mode Erin, you know, founded Cohesive E and applied those same hyper converge techniques that he did at new tonics. So I think that this investment just further validates the fact that data is the most important business asset, and people are really in need of new solutions to manage it, protected and then ultimately do Mohr with it gain insights out of it. >> You know, just a couple comments on that one is, you know, data. We always joke about data's the new oil. It's even more valuable because you can use data in multiple places. You can only put oil in your car once. And so so companies of being in and to realize that how valuable it is trying to understand that value, how to protect that and the GPR. It's interesting. It's it's really. The fines went into effect in Europe last May, but it's become a template, a framework globally. People, you know us. Compensate. All right, we gotta prepare for GPR. And then local jurisdictions announced thing. Well, that's a decent starting point. And so it's not just confined to Europe. It's really on everybody's mind. >> It is, and you brought up the cloud before. And you know the cloud is a new way for people to be agile, and they're getting a lot of value out of it. But it also continues to fragment their data and the visibility. No. In talking Teo Large CIA O of, ah, Fortune one hundred large organisation. He's actually has less visibility in many ways in the cloud because of the ease of proliferation of test ever. And that is creating Mohr. You know, stress, I would say in the system and need for solutions to both provide an enhanced set agility. Move data to the cloud, easily move it out when you need to. But also with regulation, be able to identify and delete. As you know, with GPR if needed, the information that you know your customer may ask you to remove from your systems. >> Yeah, well, I love this conversation a little following cohesively because you guys are up leveling the entire game. I've been following the data protection space for decades now, and the problem with data protection is has always been a bolt on, and companies like, oh, he city both with the funding your your vision. He really forcing the industry. They're kind of re think data protection, not as a bolt on what is a fundamental component of digital strategies and data strategy. So it's fun watching you guys. Congratulations on all the growth. I know you got more to go. So thanks so much for coming in the Cuban and always a pleasure to see you. >> All of always a pleasure to be here with you guys. Thanks very much. >> You're very welcome. All right. Keep it right there, buddy. Stew Minimum and David Lantz from Cisco Live. Barcelona. You watching the Cube?