live from Miami Beach Florida Biman 2019 brought to you by beam welcome back to sunny Miami everybody you're watching the cube the leader in live tech coverage we like to go out to the events extract the signal from the noise and we're here at Vemma on 2019 I'm Dave Volante with my co-host this is day 2 Peter Burris and I have been covering wall-to-wall coverage with the cube folks from net APIs are here Jeff McCullough who's the vice president of Americas partner sales for net app and our good friend Keith Norby who runs alliances for net up guys great to see you thanks for coming on thanks for having us so Keith let's start with you V has been a partner of yours for a while now you guys go to market together year you have always been very partner friendly particularly when it comes to data protection but what's the state of the partnership today yeah this is something that we'd looked at a couple years ago and got into a very much more strategic relationship with veem over a year ago kind of work through a lot of ways to reconnect and establish a better together and this is something that we think is a strategic opportunity is kind of backed by a lot of the data you see at this show talking about you know organizations are gonna change roughly 60% of the organization is going to change their platform because of cost complexity reasons and together we've been working with Veeam to figure out how to deliver data protection for a data fabric and and IDC validates that in a number of ways that we can unpack here on this on the show or in the conversations with customers and and we've gotten great reaction to it and Jeff you lead America's partner sales from North America South America the whole kit and kaboodle talk more about your role sure well my responsibility is net at partners I am I'm successful when our partners successful are successful so everything I do is all around putting our partners in the position of you know executing being successful within that brand certainly being profitable right having profitable strong businesses and and growing right growing and taking taking market share and and helping them expand and grow their respective business law you guys have dramatically increased the percentage of your sales that come through the channel over the last you know 10 10 12 years yes pretty significantly and there's a fundamental part of your strategy stager at this executive level so yeah for sure you know channel is its core to what we do you know when we go to market you know with developing our products or executing our marketing plans it's all around how do we go execute with partners right whether it's the tools the partners need the pricings the programs to help them go engage in the market that leads to man generation and we're at various stages in all these but you know what I think you'll see consistently from the partners that you know certainly will talk and talk about their net businesses we generally lead in profitability across our partner base and we absolutely lead in terms of total profitability when you include things like services attached and how we go and execute on us partner delivered services strategy so you know from I always say NetApp is it's not just a product category it's a whole economy for our channel and it puts people to work it allows them to expand and grow their teams and it's it's a critical part of many many of the partners that are here today at veeneman certain v-mon and and certainly in the marketplace and your partner friendly and assess that you don't have a huge services organization that's competing with your channel i mean that's a jerk yeah we put partner services in the forefront of everything we do Keith you talked about better together yeah what does that mean just in terms of engineering integration go to market I mean how did you sort over the last two years you know get better together what specific actions were you guys taking I think you got to look at it first from kind of the customer in the markets in and you got a look at what's the dynamic that requires change right that sort of shapes what your PRD and your Mardis are to make a product in this case you know we've got platforms that have incredible snapshot technologies so to me it really starts there with simplifying the way that you get the first copy of data and then simply working with the strengths that veem has and their platforms and making sure that we have great option ality between our replication and other snapshot technologies their replication tech to be able to give a level of flexibility for this data fabric to come to life you know no matter if you've got the traditional data center that's got these enterprise apps like at sa P Hana or others or you built the next generation data center like on that FH CI and you're building up scale out via more private cloud or you've got the hyper scalar cloud you know with our cloud volumes you know we have options on how we get data throughout the copy process of primary to secondary to you know cloud and tertiary data so you know to us it was about really making that as simple and as pre-wired as possible via the api's and then really making that easy for partners to go and grab on to to make it easy for someone to buy us because you always want to build something that people want to buy no one wants to be sold any of this stuff and so building the right thing that people want to buy the next step then with Jeff and reason why is so critical to this is getting that ready for the partners be able to have an easy process with their customers that frankly they love people hate to be sold they love to buy yeah let's talk about they love to buy one of the challenges that the entire industry has is we move through the significant transformation is customers user organizations or themselves in the midst of huge transformations institutional transformations technology transformations relationship with their business transformation mission transformation just starting with this whole role that the channel is has been playing it's going to play how will the channel be an increasing source of value add in the deal yeah how's that playing out to help these customers you know smooth their changes yeah and I think you know I was just watching the news this morning right target announced their earnings and a big part of their earnings announcement was the improvement they made in customer interaction through digital platforms right the ability to order online pick up in the store or order online and have it delivered same-day right and these are and it's just you know one example you can go down the list of customers that have really used transformation to change their business right and you know Chipotle who's trans you know they've transformed burritos now and a lot of their successes come through digital transformation platforms so you know the evidence is overwhelming that digital transformation drives better results and we've done a lot of study at this right we we have lots of detail around customers that know how to use data and you know that the basic fact is one out of ten customers is in a position to actually leverage data effectively right this is all of the research we've done along you know with partners with with other companies the other nine need help and this is where channel partners come in this is what I tell partners all the time is this digital transformation wave is real the results are real and the customers need to move is is real and so they play a role in can play a role in helping customers accelerate that digital transformation and so our portfolio is all around accelerating customers and their ability to leverage data to transform their business and partners through both of the portfolio that they sell but then the partner driven services that we promote and drive you know really stand out in the forefront of being able to help a customer execute these these really tough strategies and in you know the thing that reason why customers love partners is partners bring choices right and you know for us as vendors we have to deal with the other side of that which is partners have choices and who they sell so we represent a portfolio that is forward thinking it aligns to where the market is going the lines to the tough problems that customers have and it's you know in its a position that allows partners to be profitable and and make money helping customers transform and deliver their own success but it's got to be more than just partners cat create choices and here's one explain what I mean by that it's increasingly your typical CIO medium-sized company large size company which is where we spend most of our time is thinking in terms of what is going to bring me value today and also generate a stream of value for me in the future so I need choice now but options for the future that are relevant and meaningful and so partners increasingly have to be part of that options equation how are they going to create options for customers and you know one of the nice things about the relationship that you have the theme is that you are a partner to veem and presumably you're going to help Veen customers create additional types of options through this expanding folio of value that you guys have so so talk about that dynamic because it really requires an even greater dependency on that customer partner engagement including you know the dependency the beam has on on you guys yeah doing it maybe start with just the veem partnership partnership yeah I think you know which we create the conditions with which I think a partner comes to life with what we've tried to do in in the product building solutions and then trying to develop the go-to-market around the partners ability to go meet the market and what the market is asking for in such you know the partners have natural services on the front side of the assessments a bit like trying to help you plan your 401 K they help you like see what kind of data you don't even see we have a wealth of partners that just have incredible skills there and then as they take that through our solution we do everything we can to make that process easy to match our technology to that design requirement and then afterwards the partners always have these these great capabilities for things like you know a one call or a managed service to help take even more complexity off the table for people to just live with the ability to have data protected across all spectrums of where they have data live so the partner equation is definitely getting more complicated right if you dial back you know half a decade decade you had guys who sold hardware boxes they livox sellers we love them but and they moved a lot of a lot of product and they worked with you okay now the cloud comes in you guys they're going you know software-defined so you can run your services in the cloud you know or you run it on Prem you've got hybrid so it's a complicated equation much more so than it was in the past so how are you seeing the partners evolve and transform you know beyond the sort of box selling mentality of course you know VMware specialists you get those guys at sa P maybe Oracle but yeah but it's even more than that now with cloud isn't it oh yeah yeah you know cloud is you know kind of the third big disruptive wave in the channel right if you think of kind of client-server is the big first disruptive way of virtualization the second disruptive way to now cloud just purely from a channel perspective the third big one and maybe the biggest right because it is completely changing the dynamics and the economics of how partners operate and you know and we've been looking at this for you know for a long time and certainly as we move our portfolio as we transition our portfolio to be cloud enabled and native to the cloud it creates options but but you know the market is moving from you know deal based revenue to reoccurring revenue and what I see partners moving to is various various degrees of reoccurring revenue strategies whether they're setting up their own MSP business and they're opening up shop and they're doing data protection on demand or they are doing managed services on premise and they're charging customer or they're buying out the infrastructure I'm charging a customer once a month or they're selling services in the cloud and in what I think is also interesting and you can see the kind of the direction where the industry of a channel is going is when you look at the acquisitions that partners are making not only of each other but of software development right IP there are going out and buying software development because the the the long term opportunity is not just selling the infrastructure it's selling a solution solving a big problem right which could be this digital transformation opportunity but it's it's more than just sure I can I can upgrade your servers it's their digital transformation right it is you know you know kind of clouds not really a destination right everybody thinks clouds the destination I got to get to you know it's not a destination it's a tool in the bag that you know customer is going to use and certainly a partner is going to leverage cloud to create a money stream write a business model that is sustainable and can grow but it's super dynamically different than what we do you know what they're doing today so you guys talk about profitability before you had a point go ahead and I say balance all that against I think we're the volume the mass of the volume is even though the hyper scalars have a tremendous amount of growth it is still VM based it is still kind of on-prem based and so there's still in this two-year window of change the vast majority of the opportunity is going to be on Prem but you also have to factor in how you involve the cloud and that strategy as what ratmir would called second wave right of beams strategy and we're right in the heart of that I mean there isn't any greater strength than what we're doing as a company with NetApp than what we're doing with cloud and it's just a natural way for us to extend you know a partner's capability a customer's ability to buy what they what you'd want to get from NetApp and beam together well and what the hyper scales have done is they've changed the way in which people consume technology absolutely understand and NetApp is a great case study of a company that's moving through that process from a product orientation to a services orientation the key I want to come back to this notion of how the NetApp relationship with Veen creates new classes of options for Ravine customers as they thought try to think about data protection differently because precisely because it's Dave said you have expanded your portfolio you are going to market with a different value proposition than a couple years ago how is that playing out in your conversations with customers as they think about moving from a data protection that's focused on devices to a data protection that's focused on delivery of digital services yeah well it's not a great topic to talk about where do you start with that organically I think you look at the way people try to operate and deal with the operations of data protection you know it really starts there because you know cloud is really about IT operations what we've done is really try to simplify that stack to get beyond it being one single endpoint of technology so it's not just about how we take data sets you know from say a net F as or a net of HCI and bring it through Veeam to another thousand or eseries and then off to the cloud you know it's beyond just the basic technology it's much more operational and it's in its nature so if you look at all the stuff they're talking about here with VOA and all the discovery elements that they're doing to help make it easier one of the one of the areas that IDC caught particularly in one of our benefit statements on taking complexity off the table is our ability to have autodiscover of yemm's you know it's it's ways that you could make much more autonomy and orchestration of operations kind of come to life as a way of you doing this technology together that's only just one of the example points that we have on this better together with veem taking the heart of their core technology and where they're being you know pervade of in in not just a VM centric crowd but also hyper-v and some of the other things they talked about that's kind of the top of their rationalize stack and then bringing that down through the heart of our data fabric portfolio and saying you know any one point at which you're at we were able to put these things together at the heart of the first step and we kind of mapped this customer journey out in our presentation to the attendees here was this customer journey from the current form of complexities you have you know and moving that all the way through to snapshot integration platform selection of which ones would make sense for what scenario how we work through veem x' data replication and management technologies our data replication our data fabric technologies to get from one endpoint to the other so and then ultimately you gotta be able talk about the ability to restore or you really shouldn't be talking about backup all right we got a wrap but I'm gonna ask you guys each question Jeff from trip reports so from your standpoint you talkin sales momentum with partners what are you gonna tell your colleagues and Keith obviously the partnership with Veen what what are you gonna tell your colleagues when you get back home yeah so so for me it's you know this is we've talked about transformation this you know I think our relationship with Veeam and the strategies that we're executing is all around transforming data protection right and it's really around this concept of simplification and I think as we were chatting before before we started taping the you know simple simple matters right simplification or simple is really attractive feature and you know our ability to simplify data protection for customers in partnership with Veeam deliver solution that's you know clearly world-class and you know NetApp bringing world-class technology to the table it's a great partnership it creates an opportunity for us to go and have conversations with customers that made me never thought of NetApp before and and it's you know an opportunity for us to open a lot of doors and certainly for me what I care about it's an opportunity for our partners to open a lot of doors yeah I would just say listen we worked from our joint CEOs together so George and ratmir starting this like joint bond of alignment all the way down through product solutions feel Geo's channels we're gonna have explosive growth together you know we're gonna go address this market that is looking to change we've got something we're bringing together and it's absolutely better together great power players aligning at the top all the way down through the channel to the partners into the cloud bringing you all the data here the cube Jeff and Keith thanks very much for coming on the cube keep it right to everybody Peter Burris and I will be back with our next guest right after this short break we're live from Miami at Vemma in 2019 over a pack

>>I've got Mada Mykola here with me, commerce architect at PepsiCo Mada. Welcome to the program, >>Lisa. >>So we're going to be talking about the solution that you implemented, um, that helped with the global supply chain. So let's talk though, first about your role commerce architect. Help me understand that a little bit better. >>So Frito, uh, PepsiCo is pretty big. It's a conglomerate of multiple product lines. So I worked for Frito-Lay, which is basically all the salty snacks. And then we have, uh, the Quaker products as well in our portfolio. So I oversee all the architecture for all the commercial IOT solutions, uh, in the CFNA portfolio. >>Got it all the commercial lines. So we all know the last 18 months major challenges with the global supply chain component shortages. We've seen a huge increase in the cost of raw materials, um, limited labor, but you guys actually started to tackle this challenge before the pandemic happened. So talk to me about the catalyst that PepsiCo, what you saw to modernize field service and supply chain application. >>Yeah, so we have a pretty old system that our field force, our frontline users are using. So we have a world-class supply chain system where we go into the stores and place orders and deliver products, the us, and then we penetrate, I think, more than 95% of the households with our products. So we need to have a robust supply chain as well as a good frontline sales application, to be able to manage the orders and be able to deliver the products. Right? So the system that we have is almost 20 year old system running on a video data technology. There've been trying to replace that for a while now. And finally, we started this, uh, early last year to completely replace the solution with a brand new iPhone based app. Uh, and then that gives our frontline the ability to go place orders, do deliveries to retail execution in the store, like checking checkout, build displays. There are so much functionality that our RSRs or Franklin users do in the stores and this app enables them to do much more efficient. >>And we're going to break into that, but you mentioned you had a 20 year old technology. Talk to me about some of the challenges that that likely presented to those frontline workers. >>Yeah. I mean, there are multiple challenges for one, we cannot enable new business models. So business wants to come up with new ideas for, um, to be able to implement in the field, but with our system being so old, it's so hard to implement anything on that one. And then even the physical device is not scaling. We had a lot of memory issues, so it's time for it to kind of retire. And also the technology we use the 3g technologies retiring pretty soon at the next year. So we were definitely need to move to a new solution. And this is one of the most things we have to do, but right away. So that's where we started the project and we are in pilot phase right now. >>What would have been some of those negative consequences? Had you not undertaken the effort? I imagine from a competitive perspective, knowing how much competition is out there, what would some of those challenges have been if this had persisted? >>Yeah. So one is the stability of the application, right? So, uh, the frontline users have to spend more time because the app is not stable, the current one. So that reduces the efficiency of our Salesforce. Right? And then on the other hand, we also not able to put new features or new business models enable new business models on top of the existing ones. So we are losing out on some of them because of our outdated system. So that's one thing we want to solve with the new one. >>So this is really critical to really evolve PepsiCo's business at, at its baseline. Right? >>That's true. Yeah. It is very critical application that we're building and this will enable us to do a lot more things in future. And we can come up with new ideas, including like virtual reality or connecting to multiple systems. There are so many new ideas that we want to enable once we have this in place. >>Awesome. Talk to me about why Couchbase, and then tell us more about, you started to talk a little bit about the solution, but let's go ahead and dig in and unpack the actual solution that you implemented. >>Yeah. So this is, eh, we call it an ERP and a mobile device because it has so much functionality as a company three. Totally. We have been, uh, over a hundred years, uh, in this business, right. We have so many, uh, optimized process, uh, that we have that kind of led to some digital in the system because we want to do in a particular way, because that's the best way to do it as part of our business process. So what we're trying to do here is take that business process and also provide an app that will enhance it and then connect to more, more systems. So that's what we're trying to do here. And then on top of that one, we will replace all the existing peripherals that we use with the new technology, like Bluetooth and also, so that, uh, the, they are much more faster, and it's a lot more productive for our frontline force. >>Sounds like a lot of sales folks are going to be a lot more productive. Talk to me about where Couchbase is as an integral component to this new system. >>Yeah. So one of the key requirements for this app is an offline mode. What that means is, uh, one of our Salesforce who go from our system, uh, from our DC to all the stores, should be able to run the whole day without any, uh, major disruption, even if they're not connected, let's say because when they go into big stores, typically there's no connection. There are metal boxes. So the cellular reception is not there, but most of our work that we do from our frontline is within the store. So it has to be a full offline where we have to have all the data within the device, and we should be able to place artists create inventory that records or adjust inventory, and then create invoices. All the majority of the things that we do are in the store and they should be able to do without, um, the kind of connection. So that's where we explored multiple options and kind of zeroed in on Couchbase where we bring all the data into Couchbase based database on the device, and then sync it when there is connection, but there's no connection. We still have all the data on the device and we can go do all of our duties in the stores without any issues, even if it is not connected. >>So the sales folks can be in the stores with their mobile device, doing all the transactions that they need to do with the stores, regardless of if there's connectivity. Talk to me about what happens when they get back to connectivity in that and the Couchbase database sync. >>Yeah. And, uh, the other big thing we want is instant connect. I mean, when there's connectivity, we want instant sync with the backend, right? If there's new data that comes, we'll need that in the device at the same time, if I place an order, I want to send it back immediately to our backend systems for that our fulfillment stacks for those. So that's very critical when we have a lot of cutoff times for our artists. So we need artists as soon as we've placed to be going to the backend systems. So what happens when it gets connected, as soon as the sales folks come out of the store, or when within the store, they got connectivity, these codebase technology that we are using using the sync gateway immediately syncs the data back and forth. Uh, if there is any new data that's available. So that is key for us in this particular app. >>So our transactions happening in, in real time or near real time. >>Yeah. So the data flow happens in real time when this kind of gritty, but when it is not connected still, it doesn't have any issue with the actual transactions with the artists that can go complete anything that they would >>Got it. Okay. So there's no impediment there. In fact, it's a productivity enhancer. It sounds like for all of those sales folks out on the frontline TA. So, so millions of documents go through the system, tens of billions of dollars. Talk to me about the volume of data and the actual monetary value. That's traversing the system. >>Yeah. It's huge. Again, this is kind of weak. It's the lifeline of the company. The seals are always the life of any company, right? So most of the goes through our system. And, um, we're talking anywhere between hundreds of thousands of dollars that flow through back and forth, uh, between, uh, between the device and the server. So there's a lot of master data that comes like products place from customers, all that information that comes from the backend to the device and all the orders, inventory, and everything that gets created on the device gets flown back to the subtler. So yeah, I mean, it's, it's a very complex system. And also from the volume perspective, it's huge. So we had to build a massive infrastructure on the backend to be able to handle all this. One of the key feature is again, we have this massive data that we need to sync to the devices, but each device should only get the portion of the data that they want because a particular Salesforce only goes to a small set of 20 stores, let's say. So the data that we seem to that device is only for those 20 stores. So that's the key here. So Couchbase allows us to do that. The codebase sync, where we can subset the data into different portions and only send the data that is relevant for a particular device. >>So then from a, from a latency perspective, it must be pretty low latency, pretty fast to be able to get this data back to the device and to the sales person that is in the middle of a transaction. >>Yes. Uh, I mean, it's pretty, the sink is very fast. The Cosby's sink, especially user's web sockets. And we do continuous replicators where if I complete an order, the next instant it's on the stairwell. So it's, it's we observed the speeds improve a lot. So the technology that we are using users are things for a long, long time compared to code based. And that's another productivity gain for our Salesforce. >>What were some of the differentials? You mentioned some of the technology requirements that PepsiCo had in rearchitecting, the infrastructure, but what were some of the key technology differentiators that really made Couchbase stand out as the obvious choice? >>Yeah, so we, when we started this project, we all know the sink is the key for this whole project, because we thought that data going back and forth, we cannot really build a robust, um, uh, offline app. So we looked at multiple, uh, options, other providers that are doing the sink. And we also looked at building our own sink. Uh, in-house using API APIs, but then we did lots of, uh, performance testing across all the, uh, options that we had at that time. And then Ottawa cost base came above. All of them are pretty handle it. So obviously we can coach base takes care of the sink, and then we can focus on our business process. So we can go build all the business process and not worry about how we build a single. And then that is itself a big effort. So that's what caught me is prior to seeing instant sync engine. And then we were able to focus more on our, uh, the app application, the frontline application, the sales application, >>And those business processes. Let's talk about some of the business outcomes. We've mentioned a few already in our conversation, increased in productivity. The sales forces increased in that as well, but I imagine there's a lot of benefits for the end-user customer in terms of being able to get the transactions completed faster. What are some of those positive business outcomes that PepsiCo is seeing as a result of implementing Couchbase? >>Yeah. So you hit on a couple of them when the sink times are definitely a big factor with that will directly give more time for the sales folks to go either go to most stores or even they go to the existing stores, they can do more, spend more time with the customer merchandising and making sure everything is correct. So that's one also the new app users, uh, connect with a lot of new peripherals that are not available on the previous platform. Um, also the, uh, our folks are very, uh, enthusiastic about using a new app, right? So it's like coming into the 21st century for them using such an old lab for a long time. So a lot of things that they see, they can see the images of the bags while ordering, which was not a feature earlier. Some of them are small, but they make a huge impact on our users. >>Um, so yeah, I mean, and then this is just a start that we are doing. And then once we are able to completely implement this one, we have a lot more going into, in future. I was just talking about, we can do virtual reality or show them how to sell using what filter do. We can show a display to a store manager saying, Hey, I want to put a display here. And this is how it looks. They can show it on the phone that Dan just explaining and showing some paper images. So there's a lot of possibilities, >>A lot of improvements to the customer experience. It sounds like, it sounds like adoption is quite high for your folks who are used to 20 year old technology, probably being very, uh, excited that they have a modern app. But talk to me a little bit about the appetite of the organization to continue modernizing the application infrastructure and presuming going from older technology to that 21st century, like you talked about. >>Yeah. So in other parts, we are already modernized some of these. So we have been on the journey for the last four or five years building multiple digital platforms. So one of the example I can give is when COVID hit, there's a lot of disruption for everybody, for the consumers. So they are not able to find the products in the stores, but people are afraid to go to the stores to even buy products. So we reacted very quickly and opened a consumer of a website called snacks or calm, which Pepsi never sold it to the directly. We always go through our stores, but the first time we open the consumer channel and base powered some of it for the backend purpose. So this is not a mobile app, it's just a desktop app, but we already have been on the district has mission journey even before we quickly turned into COVID for the snacks.com. >>And similarly, we are, you are doing this for our retail execution portion of it, um, using this product. So, and then we'll be continuing to do this going forward, or to enable a lot of functionality for, uh, I mean, for all of our sales, as well as, uh, supply chain and other systems, so that we can be more efficient. We can be more elastic saying if there is more demand, our backend should be able to handle all that, uh, which was not the case before extra. Now we built a state of the art backend system on cloud. So there's a lot of transmission, digital transmission going on within PepsiCo. And I'm really proud to be part of this project so that we took this to the next level. And then this is just a start. We can do a lot more, >>Right? This is just the beginning. That sounds like a great transformation for a history company that we all, everybody knows PepsiCo and all of its products. But it sounds like when the pandemic hit, you had the infrastructure in place to be able to pivot quickly to launch that direct to consumer, which of course consumers, patients has been quite thin in the last year and a half. Talk to me a little bit about the impact to the overall organization as a result of being able to, to get more direct with those consumers. >>Yeah. So till now, again, we are, the business model is we sell to the stores and then go to the customer. So we'd never get a direct, uh, sense of what consumer, uh, liking is. I mean, we get through some surveys and stuff, but we don't have a direct channel with the consumer, which this particular product enabled us next.com. So we know the consumer behavior, how they, um, buying patterns, browsing patterns, which ones they like and including with geography. And also we learned a lot from a consumer behavior point of view for the project. And then we kept on enhancing. So one new thing we introduced was called multipack where the consumers can come and make their own market practices. They can say, okay, I need this many of this particular product, this product per I can make that multipack. And we ship them the customized market back. >>And it was such a huge hit that we are not able to even fulfill them so much demand was there for that one. So we had to revamp and then get back. And now it's a huge thing on our snacks that complex. So all of this is possible because we had a digital platform underneath that supports this kind of innovation. So the new business models are just coming to life in within weeks or even few months. And that's what we will be trying to do with the new platform that could billing for this app as well, where we'll bring in a lot of new business models. We have >>Excellent, a lot of, uh, transformation. It sounds like at PepsiCo in the last couple of years, I'd love the customization, that personalization route that you're going. I think that's going to be a huge hit for consumers. And as you said, there's a lot of demand letter. Thank you for joining me today, talking about how you are modernizing the field service and supply chain application, the impact it's making for end users for your customers and for the sales folks. We appreciate your time. >>Thank you so much >>From out of McCullough. I'm Lisa Martin. You're watching this cube conversation.

>>from around the globe. It's the Cube with digital coverage of workplace next made possible by Hewlett Packard Enterprise. >>Thanks very much. Welcome back to the Cube. 3 65. Coverage of workplace next HP. I'm your host, Rebecca. Night. There was some great discussion there in the past panel, and we now are coming to you for some reaction. We have a panel of three people. Harold Senate in Miami. He is the prominent workplace futurist and influencer. Thanks so much for joining us, Harold. >>My pleasure. My pleasure. Way having me, >>we have Herbert loaning Ger. He is a digital workplace expert. And currently see Iot of University of Salzburg. Thanks so much for coming on the show. >>Thank you very much for the invitation. >>And last but not least, Chip McCullough. He is the executive director of partner Ecosystems and one hey is coming to us from Tampa, Florida. >>Thank you, Rebecca. Great to be here. >>Right. Well, I'm really looking forward to this. We're talking today about the future of work and co vid. The pandemic has certainly transformed so much about the way we live and the way we were is changed the way we communicate the way we collaborate, the way we accomplish what we want to accomplish. I want to start with you. Harold, can you give us, um, broad brush thoughts about how this pandemic has changed the future of >>work? Well, this is quite interesting because we were talking about the future of work as something that was going to come in the future. But the future waas very, very long, far away from where we are right now. Now, suddenly, we brought the future of work to our current reality covered, transformed or accelerated the digital transformation that was already happening. So digital transformation was something that we were pushing somehow or influencing a lot because it's a need because everything is common digital. All our life has transformed because of the digital implementation, off new technologies in all areas. But for companies, what was quite interesting is the fact that they were looking for or thinking about when toe implement or starting implementing nuisance in terms of technology. On suddenly the decision Waas, where now we are in this emergency emergency mode that the Covic that the pandemic created in our organizations on this prompted and push a lot of this decision that we were thinking maybe in the future to start doing to put it right now. But this gay also brought a lot of issues in terms off how we deal with customers. Because this is continuity is our priority. How we deal with employees, how we make sure that employees, customers on we and the management this in relation are all connected in the street and work together to provide our president services to our customers. >>So you're talking about Kobe is really a forcing mechanism that has has really accelerated the digital transformation that so many companies in the U. S. And also around the world. Um, we heard from the previous panel that there was this Yes. We can attitude this idea that we can make this happen, um, things that were ordinarily maybe too challenging or something that we push a little bit further down the road. Do you think that that is how pervasive is that attitude and is that yes, we can. And yes, we have Thio. >>Absolutely, absolutely. You know, here in Miami, in Florida, we are used to have the hurricanes. When we have a hurricane is something that Everybody gets an alarm mode emergency mode and everybody started running. But we think or we work on business continuity implementing the product culture policies. But at the same time we think, Okay, people before a couple of which no more than that. Now, when we have those situations we have really see, we really see this positive attitude. Everybody wants to work together. Everybody wants to push to make things happen. Everybody works in a very collaborative mode. Everybody really wants to team and bring ideas and bring the energy that is necessary so we can make it happen. So I would say that now that is something that the pandemic product to the new situation where we don't know how long this mist ake this will take maybe a couple of months more, maybe a year. Maybe more than that, we still don't know. But we really know is that digital transformation on the future of work that we were thinking was going to be on the wrong way Now is something that we're not going back with this >>chip. I want to bring you in here. We're hearing that the future of work is now and this shift toward the new normal. I want to hear you talk a little bit about what you're seeing in terms of increased agility and adaptability and flexibility. How is that playing out, particularly with regard to technology? >>Yeah, I think the the yes, we can attitude. We see that all over the place and many instances it's like heroic efforts. And we heard that from the panel, right? Literally heroic efforts happening and people are doing that. It reminds me of an example with the UK National Health System, where we rolled out 1.2 million teams, Microsoft teams users in seven days. I mean, those are the kinds of things we're seeing all over the place, and and now that yes, we can approach is kind of sinking in. And I think Harold was kind of talking about that, right? It's sinking in tow, how we're looking at technology every day. We're seeing things like, you know, the the acceleration of the move to cloud, for example, a substantial acceleration to the movement, the cloud, a substantial acceleration to be more agile, and we're just seeing that kind of in in all of our work now and and That's the focus for organizations they want to know now. How do we capture this amazing innovation that happened as a result of this event and take it forward in their organizations going forward? >>And so they're thinking about how they captured this. But Herbert, at this time of tremendous uncertainty and at a time when the economic recovery, the global economic recovery, is stop and start, how are you thinking about prioritizing? What kinds of criteria are you using and how are you evaluating what needs to happen? >>I think that's very simple, and I use my standard procedure here in the most e think it must be possible for the users and therefore, for the companies to work and be productive. That's that's, I think, the most important thing technology should be provided the best possible support here, for example, of the state off the our digital workplace. But in this uncertain times, we have some new demands At the moment. That means we have new priorities, for example, conducting teamwork ships online. Normally, we have conducted such events in special conference rooms or in a hotel for the will of the world, for example, we now have the requirement create all off our workshops and also the documentation off it we had to Allah instead of using, for example, physical pain, port to group topics and so on. So we saw here a change that larger events to We need the factions for breakout rooms and so on. And honestly, at the moment, big events in the with the world will not Still the same leg in a physical world, for example Ah, big conferences, technology conferences and so on. >>No, Absolutely. And what you're describing is this this hybrid world in which some people are going into offices and and others of us are not, And we are we're doing what we need to dio in in digital formats. I wanna ask you chip about this hybrid workplace. This appears to be this construct that we're seeing more and more in the marketplace. We heard Gen. Brent of HP talking about this in the previous panel. How do you see this playing out in the next 12 to 24 months and beyond, even in our pandemic and and post pandemic lives? And what do you see as the primary advantages and drawbacks of having this hybrid workforce. >>Well, I I think it's very interesting, right? And I think it s century. We were very lucky because we are 500,000 employees that have been fully, you know, kind of hybrid work or remote enabled, even going into the pandemic. And many other companies and organizations did not have that in place, right? The key to me is you had this protective environment will call the office right where everybody went in tow work to they had their technology there. The security was in place around that office, and everything was kind of focused on that office and all sudden, that office, it didn't disappear, but it became distributed. And the key behind we are a big user of Aruba Technologies within Accenture. And it became very important, in my view, to be able to take >>ah, >>lot of the concepts that you brought into the office and distributed it out. So we're we have offerings where we're using technologies such as Aruba's remote access points in virtual desktop technologies, right that enable us to take all the rules >>and >>capability and functionality and security that you had in that nice controlled office environment and roll it out, thio the workers wherever they may be sitting now, whether it be at home, whether it be sitting on the road someplace, um, traveling whatever. And that's really important. And I did see a couple instances with organizations where they had security incidents because of the way they rolled out that office of the future. So it's really important as we go forward that not only do we look at the enablement, but we also make sure we're securing that to our principles and standards going >>forward. >>So the principles and standards I wanna I wanna talk to you a little bit about that. Harold. There are the security elements that we that we just heard about. But there's also the culture, the workplace culture, the mission, the values of the organization when employees air not co located. When we are talking about distributed teams, how do you make sure that those values are are consistent throughout the organization and that employees do feel that they are part of something bigger, even if they're not in the cubicle next door or just in the hallway? >>That that is a great question, because here what happens now is that we still need to find a balance in the way we work. Maybe some company says we need to fool the day with busier conferences so we can see each other so we can make sure what we're doing and we're connected. But also we need to get some balance because we need to make sure that we have time to do the job. Everybody needs to do their job but also need to communicate to each other on communication, in the whole group, in a video in several video conferences in the day. Maybe it's not enough or not with effective for that communication. So we need to find the right balance because we have a lot of tools, a lot of technology that can help us on by helping us in this moment to make sure that we are sharing our values, values that common set off values that makes or defines on how organizations need to be present in every interaction that we have with our employees on. We need to also make sure that we're taking care off the needs off employees because when we see from a former employee standpoint, what is going on we need to understand the context that we're working today instead of working on at the office. We're working from home at home. Always. We have also we have our partners wife, Children also that are in the same place. We're also connected with work or with distance learning so that there is a new environment, the home environment, that from a company perspective, also needs to be taken into consideration now how we share our values well, it's a time something that we need to understand. Also, that we all always try to understand is that every crisis bring on opportunity together. So we should see. This also is an opportunity toe. Refocus our strategies on culture not to emerge stronger on to put everybody with the yes attitude with really desire to make things happen every day in this time in this same symphony. Oh, but how we do that also, it's an opportunity for delivering training. Delivery is an opportunity to make sure that we identify those skills that are needed for the future of work in the digitals, because we have a lot of digital training that is needed on those skills that are not exactly a tech, but they are needed also, from the human perspective to make sure that we are creating a strong culture that even working in a hybrid or or remote work, we can be strong enough in the market. >>So I wanna let everyone here have the last word in picking up on on that last point that this is an exceedingly complex time for everyone, Unprecedented. There's so much uncertainty. What is your best advice for leaders as they navigate their employees through this hybrid remote work environment? Um, I want to start with you, Herbert. >>From my opinion, I think communication is very important. So communicate with your team and your employees much more than in the past and toe and be clear in your statements and in your answers. I think it's very important for the team >>chip. Best advice. >>So you know, it feels like we've jumped maybe two years ahead and innovation, and I think you know, from a non organization standpoint, except that, you know, embrace it, capture it. But then also at the same time, make sure you're applying your principles of security and those pieces to it, so do it in the right way, but embrace the change that's that's happened, >>Harold. Last last. Best advice for for managers during this time >>he communication are absolutely essential. Now let's look for new way of communicating that it's not only sending emails is not only sending text messages, we need to find ways to connect to each other in this remote working environment on may be coming again. Toe pick up the phone on, Have a chat conversation with our employees are working remotely. But doing that with kind off frequently, I would say that would be very effective toe. Improve the communication on to create this environment where everybody feels part off an organization >>everyone feels part of the team. Well, thank you so much. All of you. To Harold, Herbert and Chip. I really appreciate a great conversation here. >>My pleasure. My pleasure. Very much. >>They tuned for more of the Cube 3 65 coverage of HPV workplace Next

>> Live from Las Vegas, it's theCUBE covering VMworld 2018. Brought to you by VMware and its ecosystem partners. >> Welcome back, everyone. It's theCUBE live here in Las Vegas for Vmworld 2018. It's theCUBE's three days of wall-to-wall coverage. I'm John Furrier with my co-host this segment, Alan Cohen, who's an industry legend, retired now, doing a lot of boards, as our guest analyst here for this segment. Our next two guests-- >> Another word for unemployed. (all laugh) >> Bartender in Silicon Valley ??? On boards. Our next two guests, Bruce Shaw, Senior Director of Globalization Solutions, remaking what it means to partner in the cloud, and of course, Keith Norbie, theCUBE alumuni, Manager of bus dev, does the bus dev for NetApp. Guys, thanks for coming on. Thanks for spending the time. >> Oh, thanks for having us. >> The first thing I want to get to is, give us an update on the relationship with NetApp and VMware. Obviously, Pat Gelsinger, spring in his step. Go back three years ago, his job was on the line. So much has happened, the relationship with Amazon, the clarity around the cloud, cloud operations, the role of infrastructure in that, with devops driving programmable infrastructure. Kind of the world's spinning in the NetApps front door right now. >> Yeah, we feel pretty good about it. Keith, he runs that relationship, so I'll let him lead the answer. >> I thought it was best said, and we can kind of unite together, VMware and NetApp on moving from data centers to centers of data. NetApp's been on this data visionary, and sort of the data authority track for a couple years now. You guys have known that; you've been to a net admin site. The relationship, really, is complementary from that perspective, and it goes back many years, more than a decade. If you look at our common base, VMware, of course, has 500,000 users in its install base. We've got a couple 100,000, so it's a gigantic opportunity together to move people exactly in the acts that Pat talked about in the keynote, act one through act four, and getting us all to multi cloud. When you look at the relationship, and the base of the ONTAP products that we have VMware and the architecture, all the way to cloud volumes, and then the latest architecture that we've just done with VMware for NetApp HCI, there's a lot to talk about. >> I've been covering NetApp since theCUBE, nine years, This is our ninth VMWorld, but I've been following the company since the late 90s when they went public. Always a culture of learning and adaptability, but to survive in the past 10 years, specifically, it's really been about adaptation, because if you look at that model, a lot of losers are dead, bankrupt, see companies come and go, but the ones that are customer-centric seem to win. Jassy on stage, very customer-centric. VMware, listening to their customers, got a great community. You guys have a very loyal customer base, both on the customer side, going back to the original products and the partners. >> Right. >> So Bruce, as you think about partnering in the cloud era, when you're now looking at all kinds of different relationships, whether it's in the staff from a technology standpoint, or go to market, or whatever the machination of the relationship is, you got to think differently, so I got to ask you the question. How do you partner? 'Cause it's not just about the profit anymore. What is value in this era? Take a minute to explain the vision. >> Yeah, and you hit it right in the head. The value question is no longer the primary driver of what you're going after. When I say value, just pure revenue stream. You want to look at, obviously, the evolution to an ecosystem, and we spent a lot of time with that on the internal side. Not that anybody cares about what we do under the covers. We restructured our business units from one single business unit into three, so we've got a cloud-focused CDS, which is cloud focuses on the hyperscalers, and our cloud volumes business. CIBU, which is our conversion, hyperconversion infrastrcutures, and then of course, the guys that handle ONTAP, and the big stuff on the back end that provides the building blocks to all of that. >> These are dedicated teams, right? >> Dedicated teams. Dedicated business units, and that gives us the potential of three pathways, in terms of which we partner, and my goal since I came in to run the group in January has been, how do we transition from a traditional alliances organization to evolve to one where we're much more focused on production of solutions, designing with our partners solutions that meet in the market. We're a very channel-focused company. We obviously, you look at the success that NetApp's had over the 10 years with Cisco and FlexPod, that's a meet in the market model, focused on validation to provide solutions for customers, for industry problems, and trying to replicate that through key strategic partners that hit the ecosystem to do it, and that's been a very effective approach for us, and we've spent a lot of time kind of recrafting the organization to match up both with our BUs, and then our delivery through what we call pathways, and that pathway begins from everything, from the channels to the GSIs. We have a new G100 account group, and then to our own sales force, of course. >> All right, so what's in it for me as the customer? I'm like, at the end of the day, it's like, okay, you're reorganized, sounds good. Focused teams, highly cohesive, good segmentation, dedicated teams. What's the impact for the customer? >> The impact for you guys, it's easier to implement, lower cost, quicker delivery, and the assurance that you actually have a validated architecture that's using best of ??? For what you want, as opposed to, I've bought a monolithic stack of something and I'm locked in, and maybe it's the a piece of this and the b of that. You can actually choose your Lego bricks to put together, and we'll stand behind it with the validation that this works. >> Maybe to just kind of pull a layer back on that. Obviously today, we have Andy Jassy on stage with VMware a year later. People were extremely cynical a year ago when that announcement went down. Here they are, they're throwing up their hands. Actually, today-- >> Capitulation was the term. >> Yeah, right, it's capitulation now, but if you are now partnering, and you're building alliances in the cloud era. Three or four years ago, people were saying, "The cloud, they're the enemy. "We can't do business with that." That's what they said, that their customers, their partnerships. How has that changed, and how do you think about partnerships with the cloud providers today? >> Three years ago, the smart people out there said the cloud is going to kill NetApp. >> Right. >> Right? We're an on-premise, standalone storage company. The cloud is the end. Well, fast forward to now, the cloud is our best friend. It's our biggest growing area. You look at the business we do with the hyperscalers under Anthony Lye, and that's the fastest-growing piece of the business we got. We've made it very easy, through ONTAP, to work in either a cloud only relationship, or a hybrid, where you're moving things from on-prem to off-prem and vice versa, and that's becoming main focus of our business, and from an alliances standpoint, of course, once you have it in our own key ingredient, then it's what are the partners that we partner with to bring them into that, to make it a more cohesive solution. >> And then ???Senator, if I might have a second question. >> Of course. >> If I am a customer, and on one side you have your alliance with VMware, and the other side I have my growing initiatives with AWS, or Google Cloud, it doesn't matter. Where does NetApp fit between those two environments? 'Cause you have alliances with both sides. >> Yeah. >> Sure. >> What do I count on NetApp for, because I'm looking multi cloud, I'm looking at migration. How do I think about you in that-- >> To me, I think it's pretty clear. It's all of it needs data to run, just like software needs hardware to run on. Even though it's in cloud, it's rendered. It is all about the transition of being very hardware-defined to being software-defined, to being really function-defined, and once you start to modernize an architecture that way, or a general organization that's trying to deliver IT services, it's the delivery of those things the start to define where you have to take things that are both on-prem and in the cloud, so the entire thing around multi cloud sort of requires that you have strategies for things that are in current data centers that just have to become more cloud-like in their functions and their functionality. Delivering it as a service is not just the mantra, but it's the time to value, and it's the consumption style. As an example, as we're trying to do things on-prem with our NetApp HCI solution, doing embedded OEM with VMware isn't because we want to sell VMware licenses. It's because we want to make it as fast a possible, and as easy for our customer to be able to turn it on and start using it, similar to your experience buying a new iPhone. We want to have you be able to add software to it, like NSX, like vRealize, or a full VMware private cloud stack is something that will hopefully take minutes, rather than hours, weeks or months, because we want that time to value, that consumption experience to be the king, and that extends to data protection, that extends to security. We're not just a storage company. We're a data company that's really in the game for the full stack, and the advantage we have is that we're in all the hyperscalers, and I think we can help VMware there, ??? >> The piece I'd add, I think that's different than before, is most companies think about alliances is us plus them, and in the cloud environment, it's us plus plus plus plus plus to get a solution, and having a much different approach, where it's, okay, we're going to have to be multi-partnered in a cloud environment to go get this done, and that also requires a different alliance motion. >> Less tennis, more soccer. >> Yeah, exactly (John laughs). Great analogy. >> It's yours. >> Tell them the source was theCUBE. >> This show demonstrates how an ecosystem has really extracted the maximum value out of the partners, because there's a ton of this extension to the partner, the channel partner, the pathway partner, to really go and do, moreso than VMware having to do it all themselves, or NetApp having to do it all themselves. It is about that three-way partnership between the product, the solution, and the delivery partner itself, and what AWS even say to them, they said in the partner keynote yesterday that what they want out of the partners is capabilities, and isn't that awesome? We want competencies and capabilities to understand who can deliver these certain capabilities, security, networking, storage, app refactoring, you can go down the list. >> I want to ask you guys, while I've got you both here. I want to get your reaction to something Pat Gelsinger said. He said two things I want get your comments on. One was, he made a comment that said, "No one should ever have to pay for DR ever again CapEx," and two, he made a comment about how AI's 30 years old, and, "Hello, AI, good to see you. "Welcome to the introduction of AI, 30 years later." >> I think he said it's an overnight 30-year success. >> It's an overnight 30-year success, exactly. So one, never pay for DR CapEx, and then hello AI, so again, that kind of signals what's going on. You got the service model, and then you got AI. It's an enabler, and one is a changeover. Curious what are your thoughts on the reaction to those two comments. >> I think the DR statement, while bold, might not be the solution for everybody (John laughs). I think there's certain folks that would say, based on their requirements, they have to have a traditional DR regardless, whether it's compliance or whatever else, but certainly, you should look at how the cloud infrastructure is targeted. There's a lot of cost savings to be gleaned from that, and we are absolutely investing in how we take the services we offer and make them much more readily available as a consumption model, as you go, as you consume, as opposed to a traditional CapEx type purchase. >> So a little bit over the top, but kind of directionally correct, in your mind? >> Yeah absolutely. >> Never going to go away. It's kind of like storage, it never went away. >> Certainly, I think it will continue to decline and decline and decline, but also to declare it over, people still buy desktops, right? That was declared dead in '97. >> Dave and I were just talking about infrastructures were supposed to be dead 10 years ago. >> Pat's always said he's been a fan of NetApp, so I don't want to project words into his mouth, but I think he's been there for us, in a majority of the NetApp and VMware interactions at Vmworld. >> There's a picture of Pat wearing a NetApp jersey at a CUBE event. >> Yes, that was a big moment for us, obviously. >> So the AI piece too, any thoughts on that comment or the AI comment? >> I'll defer the AI to him, but I would just say that on the DR thing is that, we already have that in cloud volumes, and a lot of the data services we're doing in AWS and the public cloud, so I think we present a clear example of that. AI. >> AI, Pat's exactly right. Something that's been around forever, that's really getting a lot of air time right now, but he's precisely right. We see the growth of AI applications in usage is absolutely huge, and when you combine that with the types of instruments that are collecting data, what's wired today versus what wasn't two, three, five years ago, obviously, as a storage company, there's just an exponential amount of data growth that's being captured out there, based upon these AI type machines that are only getting faster and smarter, so for us, we're welcoming the the 30-year success. It's great that it's here to the party. As we look at that ecosystem, that's where we're heavily investing and expanding our partnerships and our routes to market, because we're all so focused on that. >> Maybe just to follow on that, so the traditional conversation people have about cloud is it's somebody else's data center. >> It's somebody else's, right. >> But now, the cloud discussion is about, we were just talking about AI, self-driving cars, edge clouds, so the nature of where all this data reside is becoming much more dynamic and much more distributed. >> That's the point, it's much more distributed. >> How does that fit in to where you guys are going? >> We think it's great. It fits perfectly with our business model of being able to move your data around in a multi cloud environment, and have it where you need it to be, whether it's on the edge, even further out, kind of the fog of the cloud, or all the way at the center where you want it to be, so we think it fits the model that we have, from data everywhere, the data fabric. That's really what we've been designing for years and pushing to. This is the realization of that strategy. In our minds, is that's what we're arriving at. >> Partner program, quick update as we wrap up. What's the update on any kind of tiering? Do you guys have a strategy? You've obviously got more partners engaged. Sounds like cloud gives more touch points. Give a quick overview of what's going on. >> Jeff McCullough's our channel chief. He has done a great job coming in, and absolutely driving that program more aggressively out in to the field in North America. We've got a bunch of stuff, but I don't want to steal his thunder coming up at Insight, >> (laughs) That's okay. >> Not sure what I can steal at the moment. We are aggressively investing in the channel program. We have been, and will continue to be a channel-driven company. Even myself as the alliances head, we look at always, and Keith mentioned it, that third piece of the three in the box is always who's the delivery partner, and how can we help them, and obviously, the underlying tenet of that always is, let's make it meaningful, and let's be honest, meaningful to a partner is, they make money, they have services that they can absolutely embrace and then deliver. >> What's next for the relationship with AWS, and what other top partners you have. You mentioned NVIDIA before we came on camera. What's next for VMware and some of your top name partners? >> We've got some big announcements coming up with VMware, if you want to tease one of them. >> The reality in the world is that, if you want to buy solutions from VMware, a VMware validated design is kind of the pathway to really getting the mark of validation, and so we're on that path as well. We're looking to get that down the road. We've got some early tracks to it. We announced the first leg of that at this show called the net verified architecture for VMware private cloud. That gives us the first proof points that we're running the entire stack on NetApp HCI. We're going to use this as a way, along with ONTAP over time to be able to have on-prem solutions, as well as cloud volumes. With futures, they showcased it yesterday, with some future previews of VMC with cloud volumes, so look for that to come in the future timeframe. >> ONTAP AI? >> ONTAP AI. >> Back to your AI question, we just announced a joint meet in the market solution with NVIDIA, a conversion architecture, where it's NetApp storage, NVIDIA's GTX CPU servers. We've got some switching in there from Cisco, and you've got a very solid conversion infrastructre that goes specifically and targets the AI market. >> And AI, they're a pretty strategic partner, you guys with NVIDIA. >> They are. >> They've been hot lately, I mean, talk about AI. >> There's a lot of guys smiling in that booth over there. (Bruce and John laugh) They look pretty happy. >> They can't make enough GPUs for all those block chain miners. >> I think the key factor for the new alliance model is that the context shifts depending upon the market you're trying to reach, so if it's the AI market, typically NVIDIA's going to lead that conversation. If you flip it to the EUC market, and you look at GPU acceleration for BDI, they're an ecosystem to VMware driving the Horizon package, so it's a very interesting context that you have to be very savvy on to understand how the technologies fit together in a way that solution partners already today are putting them together for customers, and that AWS and all the hyperscalers know natively. >> You guys get a lot of good props. Congratulations on your success. Notable hallway conversations, certainly here and out in the field, I've talked with customers. You guys are good. With the solid state drives, and the software investment you made, it's paying off, so congratulations. >> Flash has been huge for us. >> Good luck with the new reorganization. Bruce, Keith, good too see you. >> It's great to see a solid player of come through the ACI. >> We're here on theCUBE. We'll be right back. Stay with us for more live coverage after this short break. I'm John Furrier with Alan Cohen. We'll be right back; stay with us.