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Michael St-Jean, Red Hat Storage | Dell Technologies World 2019


 

(funky music) >> Live from Las Vegas, its theCUBE, covering Dell Technologies World 2019, brought to you by Dell Technologies and its ecosystem partners. >> Welcome to theCUBE. Day three of our live coverage from Dell Technologies World 2019 continues. Lisa Martin with my co-host Stu Miniman and we're welcoming to theCUBE for the first time Michael St-Jean, Principal Marketing Manager for Red Hat Storage. Michael welcome. >> Thanks Lisa. Hi Stu. >> So day three this event is still pretty loud around us. This has about we're hearing upwards of fifteen thousand people. A lot of partners. Give us your perspective on Dell Technologies World 2019. >> I got to tell you this is an awesome show. I got to tell you the energy, and not just in the sessions but out on the show floor as well. It's amazing. And some of the conversations that we've been having out there around things like emerging technologies, emerging workflows around artificial intelligence, machine learning things like that. And the whole adoption around hybrid cloud, it really speaks to all of the things that we're doing, the initiatives that we're leading at Red Hat. So it's a great validation of all of the things that we've been working on for the past 10, 15, 20 years. >> And you had a long-standing relationship with Dell. >> Oh yeah, absolutely. >> 18 years or so? >> Yeah, yeah we've had not just a long relationship but very collaborative relationship with Dell over the past 18 years. It's something like If you take a look at some of the initiatives that we've been working on, we have ready architectures around open stack, around open shift. We have just, we have highlighting a few things here around Microsoft sequel server, around SAP HANA. And actually, we're really talking a lot around open shift and a ready architecture that we've developed, that we have architecture guides, deployment guides all around open shift and open shift container storage for Dell hardware. And actually, next week at our Red Hat Summit event, you should really take a look on Wednesday morning our keynote, our EVP Paul Cormier will be talking about some great, new, very interesting initiatives that we've been working with Dell on. >> Alright well Michael I'm excited we're going to have theCUBE at Red Hat Summit in Boston. It's our sixth year there. I'll be one of the hosts there. John Walls will be there with me. We're going to have Paul Cormier on the program. (laughs) Jim Whitehurst hacking the keynote. It's actually not a secret Satya Nadella and Ginni Rometty will both be up on the main stage there. And just my perspective you were talking about hybrid cloud. As you said, Red Hat Summit, I've been for many years. That hybrid cloud, that adoption. They're both open stack at the infrastructure layer and up to the application with open chip. Something we've been hearing for years and you're right. The general themes seem to echo and resonate here as to what I've been hearing at Red Hat. Can you help expand a little bit those conversations you're having here? I love you talking about some of that app modernization analytics that are going on there. How does that fit into the ready architectures that Dell's offering? >> Sure. Well I represent our storage business unit. So a lot of times, the conversations I'm having over there at the booth are kind of revolving around storage and storage growth. How data is expanding, how do we deal with the scalability of that? How do we deal with persistence of storage and containers for staple applications, things of that nature. But really, at the end of the day as I'm listening to some of the other conversations that my colleagues are having over there, it's really about how do we get work done? How do we now move into these areas where we need that cloud like experience not just in a public cloud or even in a private cloud but everywhere that we touch infrastructure. We need to have that simplified cloud-like experience. >> So just point on your subject area. Talk about the containerization and what's happening with storage pieces. Give us that layer between the infrastructure layer because let me say I believe the t shirt I saw was Linux is container, containers are Linux. So Linux has lived on Dell hardware for a long time. But anything that users should understand about the differentiation between whether they were bare metal or virtualized in the past and containerized environments today? >> Yeah well I like to say that you can't spell Red Hat without storage. (laughs) I don't know that that's particularly true but (laughing) >> It sells good. >> It sells good. Yeah so storage is near and dear to my heart but really at the end of the day, you can't have storage sitting in an island, it has to integrate and be collaborative with the rest of the portfolio that we're expanding out for our customers solving real issues, real problems. And so we've been watching industry trends and certainly these are things like that from an industry we've been looking at over the past five, 10 years so nothing new but we see the evolution of certain things like for example developers and data analysts, data scientists, these people are really charged with going out there and making dramatic differences, transforming their companies, their organizations. And as that transformational application, service development or bringing back insights on data is really integral to a company's ability to transform or differentiate in the industry. They have to be much, much more agile. And it seems that they are more and more taking over a lot of the role that we would normally see traditional I.T. managers making a lot of the purchasing decisions. A lot of the industry trends show that these folks, developers, data analysts are actually making some of those I.T. decisions now. And of course, everything is really being developed as cloud native. So we see cloud native as being more of the new norm. And if you kind of look at the expansion of data, Lisa Spellman a couple of days ago said "Hey look. "We've seen data double in the past two years "but we're only using two percent of that data." >> Two percent? >> Two percent. >> Wow, it's not very much. >> Yeah. And if you look at IDC mentioned that the data sphere has now grown to over 33 Zettabytes. A zettabyte is a billion gigabytes. So put that into perspective. Alright. 33 Zettabytes. By 2025, they project that we're going to grow to 175 Zetabytes. How can we make better use of that data? A lot of that data is coming from IOT type applications. You look at trends, traffic trends and how that might be correlated to weather activities or other events that are going on or archeological digs or all sorts of just information that is brought back. How do we make best use of that information? And so the need for scalability in a hybrid cloud environment, has become more and more of a key industry trend as the data sphere continues to grow. And I think across all three of those, that's really driving this need for hyper convergence and not just hyper convergence in the traditional sense. we've seen hyper convergence in the field for probably about five, 10 years now. But initially it was kind of a niche play and it was based on appliances. Well the past two years, you've seen the Gardner reports on hyper convergence really talking about how it is moving and evolving to more of a software defined nature. And in fact, in the past Magic Quadrant around hyper convergence, you see Red Hat show up. Something that is probably not known that Red Hat has hyper converged offerings. It's something that actually we didn't get into it just because the analysts were suggesting it. We had customers come to us and they were trying to put together Red Hat Enterprise Linux, Red Hat virtualization, storage, et cetera et cetera with varying degrees of success with that because they were doing it more or less as a project. And so we took upon ourselves to develop that, put it into a product and start to develop it with things like Ansible for deployment management. We have dedupe and compression with our virtual data optimization products, virtual GPUs, et cetera. So we're really in that space now too. >> Yeah Michael I mean it really from our standpoint it was a natural extension of what happens if you look at what hyper converged was, it was simplification and it had to be tight integration down at the OS level or the virtualization level. As a matter of fact, when we first wrote our research on it, we called it server SAN because it was the benefits of storage area network but built at the server level. So we said those OS manufacturers. Now I have to admit, I called out VMware and Microsoft are the ones that I considered the biggest ones. But as a natural fit that Red Hat would look out of that environment and if you look at the leaders in the marketplace today, we're here, VMware is here, their softwares piece. Techtonic has transitioned to be a software company. So yeah, welcome to the party. It's been a fun ride to watch that over the last five years. >> Yeah absolutely. >> So let's talk about customers and this spirit of collaboration. You just mentioned sort of the entrance into HCIs being really driven by the voice and the actions and the needs of Red Hat customers. You guys have three major pillars, themes that you have been delivering at Dell Technologies World. Talk to us a little bit about this and how your customers are helping to drive what you're delivering here and what you'll be delivering in the future. >> Yes certainly. I mean that's the whole open source model. And we don't we don't just contribute to the open source community but we develop enterprise grade infrastructure solutions for customers based on the open source way. And so essentially, as I think of it these market trends that I was talking about. It's not that we're leading them or that we're following them. It's we're tightly integrated with them because all of these industry trends are being formulated as we're in progress. It's a great opportunity for Red Hat to really express what we can do with our customers, with our partners, our developers, the folks that we have on our staff that are working directly in the community. Most products that we work on, we're the number one contributor for. So it's all very special opportunity for us. I would say from a storage perspective, what we've really focused on this year is around three main pillars. One is around data portability for those application portability projects that we see in open shift. So being able to offer an enterprise grade persistent storage for stateful applications that are running in these containerized environments. Another area is around that hybrid cloud scalable storage. And this is something that being able to scale that storage to hundreds of petabytes is kind of a big deal (laughs) and especially as we see a lot of the workloads that we've been working with customers on around data analytics and now artificial intelligence, machine learning. Those types of data lakes type projects where we're able to, by using open stack or open shift, we're able to do multi-tenant workforce workload isolation of the work that all of these people are doing while having a shared data context underneath with Red Hat storage. And then the third is around hyper convergence. I think we've touched on that already. >> Yeah so Michael before letting you go I have to touch on the hot thing that everybody needs to understand what's going. The ripple that will be felt throughout the industry. And I'm not talking about a certain 34 billion dollar pending acquisition. (laughs) Constant in the last, most of my career there has been a certain logo that I would see at every conference and that Red Hat that I got my first one, I don't know, 15, 16 years ago. So the shadow man has been deprecated. There's a new Red Hat logo. >> Oh yeah yeah. And we just brought out the new logo today. So a great segue into actually, it was last night, they pulled down the old logos, they put the new logos on the buildings, pretty much around the world. I think it's May Day in Europe. So maybe some of that will happen tomorrow or. Trying to think of what time it is, probably tonight. So yeah it's a great new logo and it's, our old logo has been over, it was around for 19 years since 2000. And it came back from a lot of feedback from customers but also from people who didn't know Red Hat, didn't know what we did. And quite honestly, some of them said that shadow man looked a little sneaky. (laughing) >> I guess on the rise of all those cyber challenges, maybe they're right. >> (laughs) so we have a new logo just launched today. Very proud of it, we're looking forward to working with everybody in the industry and go forward with all these new, wonderful opportunities that we have. >> I look forward to pointing out to all the vendors that they're now using the old Red Hat logo just like they do for every other vendor in this space when it changes. >> As of how many hours ago. (laughing) >> Well it'll be interesting to see and hear what Stu and team uncover at the summit next week in terms of the impact of this brand. We thank you so much for your time Michael, >> Absolutely. >> joining Stu and me on theCUBE. I guess it is just after day of day three. It's hard to tell right it's all blending in together. (laughs) Well we thank you for your time and your insight. >> Thank you very much and see you next week Stu. >> Exactly. For Stu Miniman, I am Lisa Martin, you're watching theCUBE live from day three of our coverage of Dell technologies world 2019. Thanks for watching. (light music)

Published Date : May 1 2019

SUMMARY :

brought to you by Dell Technologies for the first time Michael St-Jean, A lot of partners. And some of the conversations at some of the initiatives that we've been working on, How does that fit into the ready architectures but everywhere that we touch infrastructure. because let me say I believe the t shirt I saw was that you can't spell Red Hat without storage. And it seems that they are more and more that the data sphere has now grown that I considered the biggest ones. and the actions and the needs of Red Hat customers. the folks that we have on our staff that everybody needs to understand what's going. So maybe some of that will happen tomorrow or. I guess on the rise of all those cyber challenges, (laughs) so we have a new logo just launched today. I look forward to pointing out As of how many hours ago. in terms of the impact of this brand. Well we thank you for your time and your insight. of Dell technologies world 2019.

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Teresa Carlson, Flexport | International Women's Day


 

(upbeat intro music) >> Hello everyone. Welcome to theCUBE's coverage of International Women's Day. I'm your host, John Furrier, here in Palo Alto, California. Got a special remote guest coming in. Teresa Carlson, President and Chief Commercial Officer at Flexport, theCUBE alumni, one of the first, let me go back to 2013, Teresa, former AWS. Great to see you. Thanks for coming on. >> Oh my gosh, almost 10 years. That is unbelievable. It's hard to believe so many years of theCUBE. I love it. >> It's been such a great honor to interview you and follow your career. You've had quite the impressive run, executive level woman in tech. You've done such an amazing job, not only in your career, but also helping other women. So I want to give you props to that before we get started. Thank you. >> Thank you, John. I, it's my, it's been my honor and privilege. >> Let's talk about Flexport. Tell us about your new role there and what it's all about. >> Well, I love it. I'm back working with another Amazonian, Dave Clark, who is our CEO of Flexport, and we are about 3,000 people strong globally in over 90 countries. We actually even have, we're represented in over 160 cities and with local governments and places around the world, which I think is super exciting. We have over 100 network partners and growing, and we are about empowering the global supply chain and trade and doing it in a very disruptive way with the use of platform technology that allows our customers to really have visibility and insight to what's going on. And it's a lot of fun. I'm learning new things, but there's a lot of technology in this as well, so I feel right at home. >> You quite have a knack from mastering growth, technology, and building out companies. So congratulations, and scaling them up too with the systems and processes. So I want to get into that. Let's get into your personal background. Then I want to get into the work you've done and are doing for empowering women in tech. What was your journey about, how did it all start? Like, I know you had a, you know, bumped into it, you went Microsoft, AWS. Take us through your career, how you got into tech, how it all happened. >> Well, I do like to give a shout out, John, to my roots and heritage, which was a speech and language pathologist. So I did start out in healthcare right out of, you know, university. I had an undergraduate and a master's degree. And I do tell everyone now, looking back at my career, I think it was super helpful for me because I learned a lot about human communication, and it has done me very well over the years to really try to understand what environments I'm in and what kind of individuals around the world culturally. So I'm really blessed that I had that opportunity to work in healthcare, and by the way, a shout out to all of our healthcare workers that has helped us get through almost three years of COVID and flu and neurovirus and everything else. So started out there and then kind of almost accidentally got into technology. My first small company I worked for was a company called Keyfile Corporation, which did workflow and document management out of Nashua, New Hampshire. And they were a Microsoft goal partner. And that is actually how I got into big tech world. We ran on exchange, for everybody who knows that term exchange, and we were a large small partner, but large in the world of exchange. And those were the days when you would, the late nineties, you would go and be in the same room with Bill Gates and Steve Ballmer. And I really fell in love with Microsoft back then. I thought to myself, wow, if I could work for a big tech company, I got to hear Bill on stage about saving, he would talk about saving the world. And guess what my next step was? I actually got a job at Microsoft, took a pay cut and a job downgrade. I tell this story all the time. Took like three downgrades in my role. I had been a SVP and went to a manager, and it's one of the best moves I ever made. And I shared that because I really didn't know the world of big tech, and I had to start from the ground up and relearn it. I did that, I just really loved that job. I was at Microsoft from 2000 to 2010, where I eventually ran all of the U.S. federal government business, which was a multi-billion dollar business. And then I had the great privilege of meeting an amazing man, Andy Jassy, who I thought was just unbelievable in his insights and knowledge and openness to understanding new markets. And we talked about government and how government needed the same great technology as every startup. And that led to me going to work for Andy in 2010 and starting up our worldwide public sector business. And I pinch myself some days because we went from two people, no offices, to the time I left we had over 10,000 people, billions in revenue, and 172 countries and had done really amazing work. I think changing the way public sector and government globally really thought about their use of technology and Cloud computing in general. And that kind of has been my career. You know, I was there till 2020, 21 and then did a small stint at Splunk, a small stint back at Microsoft doing a couple projects for Microsoft with CEO, Satya Nadella, who is also an another amazing CEO and leader. And then Dave called me, and I'm at Flexport, so I couldn't be more honored, John. I've just had such an amazing career working with amazing individuals. >> Yeah, I got to say the Amazon One well-documented, certainly by theCUBE and our coverage. We watched you rise and scale that thing. And like I said at a time, this will when we look back as a historic run because of the build out. I mean as a zero to massive billions at a historic time where government was transforming, I would say Microsoft had a good run there with Fed, but it was already established stuff. Federal business was like, you know, blocking and tackling. The Amazon was pure build out. So I have to ask you, what was your big learnings? Because one, you're a Seattle big tech company kind of entrepreneurial in the sense of you got, here's some working capital seed finance and go build that thing, and you're in DC and you're a woman. What did you learn? >> I learned that you really have to have a lot of grit. You, my mom and dad, these are kind of more southern roots words, but stick with itness, you know. you can't give up and no's not in your vocabulary. I found no is just another way to get to yes. That you have to figure out what are all the questions people are going to ask you. I learned to be very patient, and I think one of the things John, for us was our secret sauce was we said to ourselves, if we're going to do something super transformative and truly disruptive, like Cloud computing, which the government really had not utilized, we had to be patient. We had to answer all their questions, and we could not judge in any way what they were thinking because if we couldn't answer all those questions and prove out the capabilities of Cloud computing, we were not going to accomplish our goals. And I do give so much credit to all my colleagues there from everybody like Steve Schmidt who was there, who's still there, who's the CISO, and Charlie Bell and Peter DeSantis and the entire team there that just really helped build that business out. Without them, you know, we would've just, it was a team effort. And I think that's the thing I loved about it was it was not just sales, it was product, it was development, it was data center operations, it was legal, finance. Everybody really worked as a team and we were on board that we had to make a lot of changes in the government relations team. We had to go into Capitol Hill. We had to talk to them about the changes that were required and really get them to understand why Cloud computing could be such a transformative game changer for the way government operates globally. >> Well, I think the whole world and the tech world can appreciate your work and thank you later because you broke down those walls asking those questions. So great stuff. Now I got to say, you're in kind of a similar role at Flexport. Again, transformative supply chain, not new. Computing wasn't new when before Cloud came. Supply chain, not a new concept, is undergoing radical change and transformation. Online, software supply chain, hardware supply chain, supply chain in general, shipping. This is a big part of our economy and how life is working. Similar kind of thing going on, build out, growth, scale. >> It is, it's very much like that, John, I would say, it's, it's kind of a, the model with freight forwarding and supply chain is fairly, it's not as, there's a lot of technology utilized in this global supply chain world, but it's not integrated. You don't have a common operating picture of what you're doing in your global supply chain. You don't have easy access to the information and visibility. And that's really, you know, I was at a conference last week in LA, and it was, the themes were so similar about transparency, access to data and information, being able to act quickly, drive change, know what was happening. I was like, wow, this sounds familiar. Data, AI, machine learning, visibility, common operating picture. So it is very much the same kind of themes that you heard even with government. I do believe it's an industry that is going through transformation and Flexport has been a group that's come in and said, look, we have this amazing idea, number one to give access to everyone. We want every small business to every large business to every government around the world to be able to trade their goods, think about supply chain logistics in a very different way with information they need and want at their fingertips. So that's kind of thing one, but to apply that technology in a way that's very usable across all systems from an integration perspective. So it's kind of exciting. I used to tell this story years ago, John, and I don't think Michael Dell would mind that I tell this story. One of our first customers when I was at Keyfile Corporation was we did workflow and document management, and Dell was one of our customers. And I remember going out to visit them, and they had runners and they would run around, you know, they would run around the floor and do their orders, right, to get all those computers out the door. And when I think of global trade, in my mind I still see runners, you know, running around and I think that's moved to a very digital, right, world that all this stuff, you don't need people doing this. You have machines doing this now, and you have access to the information, and you know, we still have issues resulting from COVID where we have either an under-abundance or an over-abundance of our supply chain. We still have clogs in our shipping, in the shipping yards around the world. So we, and the ports, so we need to also, we still have some clearing to do. And that's the reason technology is important and will continue to be very important in this world of global trade. >> Yeah, great, great impact for change. I got to ask you about Flexport's inclusion, diversity, and equity programs. What do you got going on there? That's been a big conversation in the industry around keeping a focus on not making one way more than the other, but clearly every company, if they don't have a strong program, will be at a disadvantage. That's well reported by McKinsey and other top consultants, diverse workforces, inclusive, equitable, all perform better. What's Flexport's strategy and how are you guys supporting that in the workplace? >> Well, let me just start by saying really at the core of who I am, since the day I've started understanding that as an individual and a female leader, that I could have an impact. That the words I used, the actions I took, the information that I pulled together and had knowledge of could be meaningful. And I think each and every one of us is responsible to do what we can to make our workplace and the world a more diverse and inclusive place to live and work. And I've always enjoyed kind of the thought that, that I could help empower women around the world in the tech industry. Now I'm hoping to do my little part, John, in that in the supply chain and global trade business. And I would tell you at Flexport we have some amazing women. I'm so excited to get to know all. I've not been there that long yet, but I'm getting to know we have some, we have a very diverse leadership team between men and women at Dave's level. I have some unbelievable women on my team directly that I'm getting to know more, and I'm so impressed with what they're doing. And this is a very, you know, while this industry is different than the world I live in day to day, it's also has a lot of common themes to it. So, you know, for us, we're trying to approach every day by saying, let's make sure both our interviewing cycles, the jobs we feel, how we recruit people, how we put people out there on the platforms, that we have diversity and inclusion and all of that every day. And I can tell you from the top, from Dave and all of our leaders, we just had an offsite and we had a big conversation about this is something. It's a drum beat that we have to think about and live by every day and really check ourselves on a regular basis. But I do think there's so much more room for women in the world to do great things. And one of the, one of the areas, as you know very well, we lost a lot of women during COVID, who just left the workforce again. So we kind of went back unfortunately. So we have to now move forward and make sure that we are giving women the opportunity to have great jobs, have the flexibility they need as they build a family, and have a workplace environment that is trusted for them to come into every day. >> There's now clear visibility, at least in today's world, not withstanding some of the setbacks from COVID, that a young girl can look out in a company and see a path from entry level to the boardroom. That's a big change. A lot than even going back 10, 15, 20 years ago. What's your advice to the folks out there that are paying it forward? You see a lot of executive leaderships have a seat at the table. The board still underrepresented by most numbers, but at least you have now kind of this solidarity at the top, but a lot of people doing a lot more now than I've seen at the next levels down. So now you have this leveled approach. Is that something that you're seeing more of? And credit compare and contrast that to 20 years ago when you were, you know, rising through the ranks? What's different? >> Well, one of the main things, and I honestly do not think about it too much, but there were really no women. There were none. When I showed up in the meetings, I literally, it was me or not me at the table, but at the seat behind the table. The women just weren't in the room, and there were so many more barriers that we had to push through, and that has changed a lot. I mean globally that has changed a lot in the U.S. You know, if you look at just our U.S. House of Representatives and our U.S. Senate, we now have the increasing number of women. Even at leadership levels, you're seeing that change. You have a lot more women on boards than we ever thought we would ever represent. While we are not there, more female CEOs that I get an opportunity to see and talk to. Women starting companies, they do not see the barriers. And I will share, John, globally in the U.S. one of the things that I still see that we have that many other countries don't have, which I'm very proud of, women in the U.S. have a spirit about them that they just don't see the barriers in the same way. They believe that they can accomplish anything. I have two sons, I don't have daughters. I have nieces, and I'm hoping someday to have granddaughters. But I know that a lot of my friends who have granddaughters today talk about the boldness, the fortitude, that they believe that there's nothing they can't accomplish. And I think that's what what we have to instill in every little girl out there, that they can accomplish anything they want to. The world is theirs, and we need to not just do that in the U.S., but around the world. And it was always the thing that struck me when I did all my travels at AWS and now with Flexport, I'm traveling again quite a bit, is just the differences you see in the cultures around the world. And I remember even in the Middle East, how I started seeing it change. You've heard me talk a lot on this program about the fact in both Saudi and Bahrain, over 60% of the tech workers were females and most of them held the the hardest jobs, the security, the architecture, the engineering. But many of them did not hold leadership roles. And that is what we've got to change too. To your point, the middle, we want it to get bigger, but the top, we need to get bigger. We need to make sure women globally have opportunities to hold the most precious leadership roles and demonstrate their capabilities at the very top. But that's changed. And I would say the biggest difference is when we show up, we're actually evaluated properly for those kind of roles. We have a ways to go. But again, that part is really changing. >> Can you share, Teresa, first of all, that's great work you've done and I wan to give you props of that as well and all the work you do. I know you champion a lot of, you know, causes in in this area. One question that comes up a lot, I would love to get your opinion 'cause I think you can contribute heavily here is mentoring and sponsorship is huge, comes up all the time. What advice would you share to folks out there who were, I won't say apprehensive, but maybe nervous about how to do the networking and sponsorship and mentoring? It's not just mentoring, it's sponsorship too. What's your best practice? What advice would you give for the best way to handle that? >> Well yeah, and for the women out there, I would say on the mentorship side, I still see mentorship. Like, I don't think you can ever stop having mentorship. And I like to look at my mentors in different parts of my life because if you want to be a well-rounded person, you may have parts of your life every day that you think I'm doing a great job here and I definitely would like to do better there. Whether it's your spiritual life, your physical life, your work life, you know, your leisure life. But I mean there's, and there's parts of my leadership world that I still seek advice from as I try to do new things even in this world. And I tried some new things in between roles. I went out and asked the people that I respected the most. So I just would say for sure have different mentorships and don't be afraid to have that diversity. But if you have mentorships, the second important thing is show up with a real agenda and questions. Don't waste people's time. I'm very sensitive today. If you're, if you want a mentor, you show up and you use your time super effectively and be prepared for that. Sponsorship is a very different thing. And I don't believe we actually do that still in companies. We worked, thank goodness for my great HR team. When I was at AWS, we worked on a few sponsorship programs where for diversity in general, where we would nominate individuals in the company that we felt that weren't, that had a lot of opportunity for growth, but they just weren't getting a seat at the table. And we brought 'em to the table. And we actually kind of had a Chatham House rules where when they came into the meetings, they had a sponsor, not a mentor. They had a sponsor that was with them the full 18 months of this program. We would bring 'em into executive meetings. They would read docs, they could ask questions. We wanted them to be able to open up and ask crazy questions without, you know, feeling wow, I just couldn't answer this question in a normal environment or setting. And then we tried to make sure once they got through the program that we found jobs and support and other special projects that they could go do. But they still had that sponsor and that group of individuals that they'd gone through the program with, John, that they could keep going back to. And I remember sitting there and they asked me what I wanted to get out of the program, and I said two things. I want you to leave this program and say to yourself, I would've never had that experience if I hadn't gone through this program. I learned so much in 18 months. It would probably taken me five years to learn. And that it helped them in their career. The second thing I told them is I wanted them to go out and recruit individuals that look like them. I said, we need diversity, and unless you all feel that we are in an inclusive environment sponsoring all types of individuals to be part of this company, we're not going to get the job done. And they said, okay. And you know, but it was really one, it was very much about them. That we took a group of individuals that had high potential and a very diverse with diverse backgrounds, held 'em up, taught 'em things that gave them access. And two, selfishly I said, I want more of you in my business. Please help me. And I think those kind of things are helpful, and you have to be thoughtful about these kind of programs. And to me that's more sponsorship. I still have people reach out to me from years ago, you know, Microsoft saying, you were so good with me, can you give me a reference now? Can you talk to me about what I should be doing? And I try to, I'm not pray 100%, some things pray fall through the cracks, but I always try to make the time to talk to those individuals because for me, I am where I am today because I got some of the best advice from people like Don Byrne and Linda Zecker and Andy Jassy, who were very honest and upfront with me about my career. >> Awesome. Well, you got a passion for empowering women in tech, paying it forward, but you're quite accomplished and that's why we're so glad to have you on the program here. President and Chief Commercial Officer at Flexport. Obviously storied career and your other jobs, specifically Amazon I think, is historic in my mind. This next chapter looks like it's looking good right now. Final question for you, for the few minutes you have left. Tell us what you're up to at Flexport. What's your goals as President, Chief Commercial Officer? What are you trying to accomplish? Share a little bit, what's on your mind with your current job? >> Well, you kind of said it earlier. I think if I look at my own superpowers, I love customers, I love partners. I get my energy, John, from those interactions. So one is to come in and really help us build even a better world class enterprise global sales and marketing team. Really listen to our customers, think about how we interact with them, build the best executive programs we can, think about new ways that we can offer services to them and create new services. One of my favorite things about my career is I think if you're a business leader, it's your job to come back around and tell your product group and your services org what you're hearing from customers. That's how you can be so much more impactful, that you listen, you learn, and you deliver. So that's one big job. The second job for me, which I am so excited about, is that I have an amazing group called flexport.org under me. And flexport.org is doing amazing things around the world to help those in need. We just announced this new funding program for Tech for Refugees, which brings assistance to millions of people in Ukraine, Pakistan, the horn of Africa, and those who are affected by earthquakes. We just took supplies into Turkey and Syria, and Flexport, recently in fact, just did sent three air shipments to Turkey and Syria for these. And I think we did over a hundred trekking shipments to get earthquake relief. And as you can imagine, it was not easy to get into Syria. But you know, we're very active in the Ukraine, and we are, our goal for flexport.org, John, is to continue to work with our commercial customers and team up with them when they're trying to get supplies in to do that in a very cost effective, easy way, as quickly as we can. So that not-for-profit side of me that I'm so, I'm so happy. And you know, Ryan Peterson, who was our founder, this was his brainchild, and he's really taken this to the next level. So I'm honored to be able to pick that up and look for new ways to have impact around the world. And you know, I've always found that I think if you do things right with a company, you can have a beautiful combination of commercial-ity and giving. And I think Flexport does it in such an amazing and unique way. >> Well, the impact that they have with their system and their technology with logistics and shipping and supply chain is a channel for societal change. And I think that's a huge gift that you have that under your purview. So looking forward to finding out more about flexport.org. I can only imagine all the exciting things around sustainability, and we just had Mobile World Congress for Big Cube Broadcast, 5Gs right around the corner. I'm sure that's going to have a huge impact to your business. >> Well, for sure. And just on gas emissions, that's another thing that we are tracking gas, greenhouse gas emissions. And in fact we've already reduced more than 300,000 tons and supported over 600 organizations doing that. So that's a thing we're also trying to make sure that we're being climate aware and ensuring that we are doing the best job we can at that as well. And that was another thing I was honored to be able to do when we were at AWS, is to really cut out greenhouse gas emissions and really go global with our climate initiatives. >> Well Teresa, it's great to have you on. Security, data, 5G, sustainability, business transformation, AI all coming together to change the game. You're in another hot seat, hot roll, big wave. >> Well, John, it's an honor, and just thank you again for doing this and having women on and really representing us in a big way as we celebrate International Women's Day. >> I really appreciate it, it's super important. And these videos have impact, so we're going to do a lot more. And I appreciate your leadership to the industry and thank you so much for taking the time to contribute to our effort. Thank you, Teresa. >> Thank you. Thanks everybody. >> Teresa Carlson, the President and Chief Commercial Officer of Flexport. I'm John Furrier, host of theCUBE. This is International Women's Day broadcast. Thanks for watching. (upbeat outro music)

Published Date : Mar 6 2023

SUMMARY :

and Chief Commercial Officer It's hard to believe so honor to interview you I, it's my, it's been Tell us about your new role and insight to what's going on. and are doing for And that led to me going in the sense of you got, I learned that you really Now I got to say, you're in kind of And I remember going out to visit them, I got to ask you about And I would tell you at Flexport to 20 years ago when you were, you know, And I remember even in the Middle East, I know you champion a lot of, you know, And I like to look at my to have you on the program here. And I think we did over a I can only imagine all the exciting things And that was another thing I Well Teresa, it's great to have you on. and just thank you again for and thank you so much for taking the time Thank you. and Chief Commercial Officer of Flexport.

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Ken Byrnes, Dell Technologies & David Trigg, Dell Technologies | MWC Barcelona 2023


 

>> Narrator: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. >> All right, welcome back to the Fira in Barcelona. This is Dave Vellante with Dave Nicholson. Day 4 of coverage MWC 23. We've been talking all week about the disaggregation of the telco networks, how telcos need to increase revenue how they're not going to let the over the top providers do it again. They want to charge Netflix, right? And Netflix is punching back. There maybe are better ways to do revenue acceleration. We're going to talk to that topic with Dave Trigg who's the Global Vice President of Telecom systems business at Dell Technologies. And Ken Burns, who's a global telecom partner, sales lead. Guys, good to see you. >> Good to see you. Great to be here. >> Dave, you heard my, you're welcome. You heard my intro. It's got to be better ways to, for the telcos to make money. How can they accelerate revenue beyond taxing Netflix? >> Yeah, well, well first of all, sort of the promise of 5G, and a lot of people talk about 5G as the enterprise G. Right? So the promise of 5G is to really help drive revenue enterprise use cases. And so, it's sort of the promise of the next generation of technology, but it's not easy to figure out how we monetize that. And so we think Dell has a pretty significant role to play. It's a CEO conversation for every telco and how they accelerate. And so it's an area we're investing heavily into three different areas for telcos. One is the IT space. Dell's done that forever. 90% of the companies leaning in on that. The other places network, network's more about cost takeout. And the third area where we're investing in is working with what we call their line of businesses, but it's really their business units, right? How can we sit down with them and really understand what services do they take to market? Where do they go? So, we're making significant investments. So one way they can do it is working with Dell and and we're making big investments 'cause in most Geos we have a fairly significant sales force. We've brought in an industry leader to help us put it together. And we're getting very focused on this space and, you know, looking forward to talking more about it. >> So Ken, you know, the space inside and out, we just had at AT&T on... >> Dave Trigg: Yep. >> And they were saying we have to be hypersensitive because of our platinum brand to the use of personal information. >> Ken: Yeah. >> So we're not going to go there yet. We're not going to go directly monetize, but yet I'm thinking well, Netflix knows what I'm watching and they're making recommendations and they're, and and that's how they make money. And so the, the telcos are, are shy about doing that for right reasons, but they want to make better offers. They want to put, put forth better bundles. You know, they don't, they don't want to spend all their time trying to figure that out and not being able to change when they need to change. So, so what is the answer? If they're not going to go toward that direct monetization of data? >> Ken: Yeah. >> How do they get there? >> So I, I joined Dell in- at the end of June and brought on, as David said, to, to build and lead this what we call the line of business strategy, right? And ultimately what it is is tying together Dell technology solutions and the best of breed of what the telecoms bring to bear to solve the business outcomes of our joint customers. And there's a few jewels inside of Dell. One of it is that we have 35,000 sellers out there all touching enterprise business customers. And we have a really good understanding of what those customer needs are and you know what their outcomes needs to be. The other jewel is we have a really good understanding of how to solve those business outcomes. Dell is an open company. We work with thousands of integrators, and we have a really good insight in terms of how to solve those business outcomes, right? And so in my conversations with the telecom companies when you talk about, you know combining the best assets of Dell with their capabilities and we're all talking to the same customers, right? And if we're giving them the same story on these solutions solving business outcomes it's a beautiful thing. It's a time to market. >> What's an example of a, of a, of a situation where you'll partner with telcos that's going to drive revenue for, for both of you and value for the customer? >> Yeah, great question. So we've been laser focused on four key areas, cyber, well, let me start off with connected laptops, cyber, private mobility, and edge. Right? Now, the last two are a little bit squishy, but I'll I'll get to that in a bit, right? Because ultimately I feel like with this 5G market, we could actually make the market. And the way that we've been positioning this is almost, almost on a journey for IOT. When we talk about laptops, right? Dell is the, is the number one company in the world to sell business laptops. Well, if we start selling connected laptops the telcos are starting to say, well, you know what? If all of those laptops get connected to my network, that's a ton of 5G activations, right? We have the used cases on why having a connected workforce makes sense, right? So we're sharing that with the telcos to not simply sell a laptop, but to sell the company on why it makes sense to have that connected workforce. >> Dave Vellante: Why does it make sense? It could change the end customer. >> Ken: Yeah. So, you know, I'm probably not the best to answer that one right? But, but ultimately, you know Dell is selling millions and millions of laptops out there. And, and again, the Verizon's, the AT&T's, the T-mobile's, they're seeing the opportunity that, you know, connecting those laptops, give those the 5G activations right? But Dave, you know, the way that we've been positioning this is it's not simply a laptop could be really a Trojan horse into this IOT journey. Because ultimately, if you sell a thousand laptops to an enterprise company and you're connecting a thousand of their employees, you're connecting people, right? And we can give the analytics around that, what they're using it for, you know, making sure that the security, the bios, all of that is up to date. So now that you're connecting their people you could open up the conversation to why don't we we connect your place and, you know, allowing the telecom companies to come in and educate customers and the Dell sales force on why a private 5G mobility network makes sense to connecting places. That's a great opportunity. When you connect the place, the next part of that journey is connecting things in that place. Robotics, sensors, et cetera, right? And, and so really, so we're on the journey of people, places, things. >> So they got the cyber angle angle in there, Dave. That, that's clear benefit. If you, you know, if you got all these bespoke laptops and they're all at different levels you're going to get, you know, you're going to get hacked anyway. >> Ken: That's right. >> You're going to get hacked worse. >> Yeah. I'm curious, as you go to market, do you see significant differences? You don't have to name any names, but I imagine that there are behemoths that could be laggards because essentially they feel like they're the toll booth and all they have to do is collect, keep collecting the tolls. Whereas some of the smaller, more nimble, more agile entities that you might deal with might be more receptive to this message. That seems to be the sort of way the circle of life are. Are you seeing that? Are you seeing the big ones? Are you seeing the, you know, the aircraft carriers realizing that we got to turn into the wind guys and if we don't start turning into the wind now we're going to be in trouble. >> So this conference has been absolutely fantastic allowing us to speak with, you know, probably 30 plus telecom operators around this strategy, right? And all of the big guys, they've invested hundreds of billions of dollars in their 5G network and they haven't really seen the ROI. So when we're coming into them with a story about how Dell can help monetize their 5G network I got to tell you they're pretty excited >> Dave Nicholson: So they're receptive? >> Oh my God. They are very receptive >> So that's the big question, right? I mean is, who's, is anybody ever going to make any money off of 5G? And Ken, you were saying that private mobility and edge are a little fuzzy but I think from a strategy standpoint I mean that is a potential gold mine. >> Yeah, but it, for, for lot of the telcos and most telcos it's a pretty significant shift in mentality, right? Cause they are used to selling sim cards to some degree and how many sim cards are they selling and how many, what other used cases? And really to get to the point where they understand the use case, 'cause to get into the enterprise to really get into what can they do to help power a enterprise business more wholly. They've got to understand the use case. They got to understand the more complete solution. You know, Dell's been doing that for years. And that's where we can bring our Salesforce, our capabilities, our understanding of the customer. 'cause even your original question around AT&T and trying to understand the data, that's just really a how do you get better understanding of your customer, right? >> Right. Absolutely. >> And, and combined we're better together 'cause we bring a more complete picture of understanding our customers and then how can we help them understand what the edge is. Cause nobody's ever bought an Edge, right? They're buying an Edge to get a business outcome. You know, back in the day, nobody ever bought a data lake, right? Like, you know, they're buying an outcome. They want to use, use that data lake or they want to use the edge to deliver something. They want to use 5G. And 5G has very real capabilities. It's got intrinsic security, which, you know a lot of the wifi doesn't. It's got guaranteed on time, you know, for areas where you can't lose connectivity: autonomous vehicles, et cetera. So it's got very real capabilities that helps deliver that outcome. But you got to be able to translate that into the en- enterprise language to help them solve a problem. And that's where we think we need the help of the telcos. I think the telcos we can help them as well and, and really go drive that outcome. >> So Dell's bringing its go to market expertise and its technology. The telcos obviously have the the connectivity piece and what they do. There's no overlap in terms of the... >> Yeah. >> The, the equipment and the software that you're selling. I mean, they're going to, they're going to take your equipment and create new networks. Beautiful. And, and it's interesting you, like, you think about how Dell has transformed prior to EMC, Dell was, you know, PC maker with a subpar enterprise business, right? Kind of a wannabe enterprise business. Sorry Dell, it's the truth. And then EMC was largely, you know, a company sold storage boxes, but you owned VMware and then brought those two together. Now all of a sudden you had Dell powerhouse leader and Michael Dell, you had VMware incredibly strategic and important and it got EMC with amazing go to market. All of a sudden this Dell, Dell technologies became incredibly attractive to CIOs, C-level executives, board level. And you've come out of that transition VMware's now a separate company, right? And now, but now you have these relationships and you got the shops to be able to go into these edge locations at companies And actually go partner with the telcos. And you got a very compelling value proposition. >> Well, it's been interesting as in, in this show, again most telcos think of Dell as a server provider, you know? Important, but not overly strategic in their journey. But as we've started to invest in this business we've started to invest in things like automation. We've brought together things in our Infra Blocks and then we help them develop revenue. We're not only helping 'em take costs out of their network we're not helping 'em take risk out of deploying that network. We're helping them accelerate the deployment of that network. And then we're helping 'em drive revenue. We are having, you know, they're starting to see us in a new light. Not done yet, but, you know, you can start to see, one, how they're looking at Dell and two, and then how we can go to market. And you know, a big part of that is helping 'em drive and generate revenue. >> Yeah. Well, as, as a, as a former EMC person myself, >> Yeah? >> I will assert that that strategic DNA was injected into Dell by the acquisition of, of EMC. And I'm sticking... >> I won't say that. Okay I'll believe you on that. >> I'm sticking with the story. And it makes sense when you think about moving up market, that's the natural thing. What's, what's what's nearly impossible is to say, we sell semi-trucks but we want to get into the personal pickup truck market. That's that, that doesn't work. Going the other way works. >> Dave Trigg: Yeah. >> Now, now back to the conversation that you had with, with, with AT&T. I'm not buying this whole, no offense to AT&T, but I'm not buying this whole story that, you know, oh we're concerned about our branded customer data. That sounds like someone who's a little bit too comfortable with their existing revenue stream. If I'm out there, I want to be out partnering with folks who are truly aggressive about, about coming up with the next cool thing. You guys are talking about being connected in a laptop. Someone would say, well I got wifi. No, no, no. I'm thinking I want to sim in my laptop cause I don't want to screw around with wifi. Okay, fine. If I know I'm going to be somewhere with excellent wifi connectivity, great. But most of the time it's not excellent. >> That's right. >> So the idea that I could maybe hit F2 and have it switch over to my sim and know that anywhere that I've got coverage, I have high speed connections. Just the convenience of that. >> Ken: Absolutely. >> I'd pay extra for that as an end user consumer. >> Absolutely. >> And I pay for the service. >> Like I tell you, if it interests AT&T I think it's more not, they ask, they're comfortable. They don't know how to monetize that data. Now, of course, AT&T has a media >> Dave Nicholson: Business necessity is the mother of invention. If they don't see the necessity then they're not going to think about it. >> It's a mentality shift. Yes, but, but when you start talking about private mobility and edge, there's there's no concern about personal information there. You're going in with basically a business transformation. Hey, your, your business is, is not, not digital. It's not automated. Now we're going to automate that and digitize that. It's like the, the Dell booth with the beer guys. >> Right. >> You saw that, right? >> I mean that's, I mean that's a simple application. Yeah, a perfect example of how you network and use this technology. >> I mean, how many non-digital businesses are that that need to go digital? >> Dave Nicholson: Like, hundred percent of them. >> Everyone. >> Dave Nicholson: Pretty much. >> Yeah. And this, and this jewel that we have inside of Dell our global industries group, right, where we're investing really heavily in terms of what is the manufacturing industry looking for retail, finance, et cetera. So we have a CTO that came in, that it would be the CTO of manufacturing that gives us a really good opportunity to go to at AT&T or to Verizon or any telco out there, right? To, to say, these are the outcomes. There's Dell technology already in place. How do we connect it to your network? How do we leverage your assets, your manager professional services to provide a richer experience? So it's, there's, you said before Dave, there's really no overlap between Dell and, and our telecom partners. >> You guys making some serious investments here. I mean I, I've been, I was been critical over the years of, hey, you can't just take an X86 block, put a name on it that says edge something and throw it over the fence because that's what you were doing. >> Dave Trigg: And we would agree. >> Yeah. Right. But, of course, but that's all you had at the time. And so you put some... >> We may not have agreed then, but we would agree. >> You bought, brought some people in, you know, like Ken, who really know the business. You brought people into the technical side and you can really see it happening. It's not going to happen overnight. You know, I mean, you know if I were an investor in Dell, I'd be like, okay when are you going to start making money at this business? I'd be like, be patient. You know, it's going to take some time but look at the TAM. >> Yep. >> You know, you guys do a good, good TAM. Tennis is a pro at this stuff. >> We've been at, we've been at this two, three years and we're just now coming with some real material products. You've seen our server line really start to get more purpose-built, really start to get in there as we've started to put out some software that allows for quicker automation, quicker deployments. We have some telcos that are using it to deploy at 10,000 locations. They're literally turning up thousands of locations a week. And so yeah, we're starting to put out some real capability. Got a long way to go. A lot of exciting things on the roadmap. But to your point, it doesn't, you know the ship doesn't turn overnight, you know. >> It could be a really meaningful portion of Dell's business. I'm, I'm excited for the day that Tom Sweet starts reporting on it. Here's our telco business. Yeah. The telco business. But that's not going to happen overnight. But you know, Dell's pretty good at things like ROI. And so you guys do a lot of planning a lot of TAM analysis, a lot of technical analysis, bringing the ecosystem together. That's what this business needs. I, I just don't, it's, it feels unstoppable. You know, you're at this show everybody recognizes the need to open up. Some telcos are moving faster than others. The ones that move faster are going to disrupt. They're going to probably make some mistakes, you know but they're going to get there first. >> Well we've, we've seen the disruptors are making some mistakes and are kind of re- they're already at the phase where they're reevaluating, you know, their approach. Which is great. You know, you, you learn and adjust. You know, you run into a wall, you, you make a turn. And the interesting thing, one of the biggest learnings I've taken out of the show is talking to a bunch of the telcos that are a little bit more of the laggards. They're like, Nope, we, we don't believe in open. We don't think we can do it. We don't have the skillset. They're maybe in a geo that it's hard to find the skillset. As they've been talking to us, and we've been talking about, there's almost a glimmer of hope. They're not convinced yet, but they're like, well wait, maybe we can do this. Maybe open, you know, does give us choice. Maybe it can help us accelerate revenue. So it's been interesting to see a little bit of the, just a little bit, but a little bit of that shift. >> We all remember at 2010, 2011, you talked to banks and financial services companies about, the heck, the Cloud is happening, the Cloud's going to take over the world. We're never going to go into the Cloud. Now they're the biggest, you know Capital One's launching Cloud businesses, Western Union, I mean, they're all in the cloud, right? I mean, it's the same thing's going to happen here. Might, it might take a different pattern. Maybe it takes a little longer, but it's, it's it's a fate are completely >> I was in high school then, so I don't remember all that. >> Sorry, Dave. >> Wow, that was a low blow, like you know? >> But, but the, but the one thing that is for sure there's money to be made convincing people to get off of the backs of the dinosaurs they're riding. >> Dave Vellante: That's right. >> And also, the other thing that's a certainty is that it's not easy. And because it's not easy, there's opportunity there. So I know, I know it's, it, it, it, it, it all sounds great to talk about the the wonderful vision of the future, but I know how hard the the road is that you have to go down to get people, especially if you're comfortable with the revenue stream, if you're comfortable running the plumbing. If you're so comfortable that you can get up on stage and say, I want more money from you to pump your con- your content across my network. I love the Netflix retort, right Dave? >> Yeah, totally Dave. And, but the, the other thing is, telco's a great business. It's, they got monopolies that print money. So... >> Dave Nicholson: It's rational. It's rational. I understand. >> There's less of an incentive to move but what's going to be the incentive is guys like Dish Network coming in saying, we're going to, we're going to disrupt, we're going to build new apps. >> That's right. >> Yeah. >> Well and it's, you know, revenue acceleration, the board level, the CEO level know that they have to, you know, do things different. But to your point, it's just hard, and there's so much gravity there. There's hundreds of years literally of gravity of how they've operated their business. To your point, a lot of them, you know, lot- most of 'em were regulated and most Geos around the world at one point, right? They were government owned or government regulated entities. It's, it's a big ship to turn and it's really hard. We're not claiming we can help them turn the ship overnight but we think we can help evolve them. We think we can go along with the journey and we do think we are better together. >> IT the network and the line of business. Love the strategy. Guys, thanks so much for coming in theCUBE. >> Thank you so much. >> Thank you. >> All right, for Dave, Nicholson, Dave Vellante here, John Furrier is in our Palo Alto studio banging out all the news, keep it right there. TheCUBE's coverage of MWC 23. We'll be right back.

Published Date : Mar 2 2023

SUMMARY :

that drive human progress. of the telco networks, how Great to be here. for the telcos to make money. 90% of the companies leaning in on that. So Ken, you know, the space of our platinum brand to the If they're not going to go toward that of how to solve those business outcomes. the telcos are starting to the end customer. allowing the telecom companies to come in and they're all at different levels and all they have to do is collect, I got to tell you they're pretty excited So that's the big question, right? And really to get Right. a lot of the wifi doesn't. the connectivity piece and what they do. And then EMC was largely, you know, And you know, a big part a former EMC person myself, into Dell by the acquisition I'll believe you on that. And it makes sense when you think about But most of the time it's not excellent. So the idea that I could I'd pay extra for that They don't know how to monetize that data. then they're not going to think about it. Yes, but, but when you start talking Yeah, a perfect example of how you network Dave Nicholson: Like, a really good opportunity to over the years of, hey, you And so you put some... then, but we would agree. You know, it's going to take some time You know, you guys do a good, good TAM. the ship doesn't turn overnight, you know. everybody recognizes the need to open up. of the telcos that are a little the Cloud's going to take over the world. I was in high school then, there's money to be made the road is that you have that print money. I understand. There's less of an incentive to move of them, you know, lot- the line of business. banging out all the news,

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Richard Leitao, DISH Network & Satish Iyer, Dell Technologies | MWC Barcelona 2023


 

>> theCUBE's live coverage is made possible by funding from Dell Technologies, creating technologies that drive human progress. (upbeat music) >> Hey everyone, guys and gals, good to see you. It's theCUBE live in Barcelona at MWC23. Lisa Martin here with Dave Vellante on day one of four days of wall to wall CUBE coverage. Dave, today is ecosystem day. We've had some great conversations about why the open ecosystem is so important and some of the key players in it. >> Well and I'm in search of disruptors, so I'm looking for, okay, who are the network operators that are going to actually lean into the future and drive it and challenge the existing incumbents. We'll talk about that today. >> And we're going to be talking about that next. We've got one of our alumni back with us. Satish Iyer is here, the Vice President of Emerging Services at Dell. Great to have you back on the program. >> Thank you. >> Richard Leitao is with us as well, the Vice President of National Development at DISH Network. Welcome. >> Pleasure to be here. >> So, lots of, this is day one, the theme is velocity. I feel like the day has gone by so quickly. But Dell and DISH have partnered together on a multi-year initiative to build your nationwide cloud-native 5G network that's going to cover a lot of the US. Talk a little bit about that partnership, we'll get both of your perspectives. Richard, we'll start with you. >> Sure. So thank you again for having me. So DISH had the opportunity of, of going through this experience, of innovating once more. For the ones that know DISH, DISH is a company that was founded in 1980 by an innovator, a disruptor. Of course, in the course of the next 40 years, we had the opportunities of even disrupting ourselves. We launched our first satellite TV service. We then launched the first streaming, video streaming platform, disrupting our own satellite business. And since 2008, we have been acquiring Spectrum and, you know, Spectrum, the most valuable asset of a wireless operator. We felt that this was the right opportunity, having 5G , having O-RAN, and we decided to go full in in a greenfield project building national network, 5G O-RAN cloud-based network, one of a kind network in in the US and, and most of all, using O-RAN, it's very important to us, what, what it can bring and it can bring to DISH but to the entire ecosystem of, of this sector in the US. >> Satish, talk a little bit about the partnership from Dell's perspective and some of the unique advantages that Dell is delivering to DISH. >> Oh absolutely. Again, like Richard was saying, I mean the telecom network is being desegregated as we speak. You know, companies like DISH and everybody else is looking at what are the best-in-class technologies we can bring to the table. I would like to say that, you know, the cloud is coming to the telco world, right? A lot of us have seen the tremendous transformation in the cloud world in the last few years. Now, you know, DISH is a big enterprise company. As you know, you know, we are pretty strong within the cloud space and enterprise space. So what we try to work with DISH is Dell, is to bring to DISH is, you know, that notion of cloud scale and the cloud ecosystem into telecom, right? By means best-in-class infrastructure products, best-in-class software products, to allow somebody like DISH to innovate and incre, you know, basically expand and build their O-RAN network. So it's absolutely important for us as we build and get into the telecom space to work with somebody like DISH who's also disrupting as a carrier in that space. >> So it's early days for Open RAN but you've decided, "okay, we're all in". >> Yeah. >> Right? So (chuckling) you burn the bridge, as they say, "go for it". (Lisa chuckles) So when you talk to most people, they say, "okay, it's, it's, it's, it's immature." It's got to be able to get to the levels of, of the, the the hardened stack reliability. But of course it brings the advantage of flexibility and speed. Are you optimizing for one or the other right now? How are you dealing with that balance? >> Well, it, it's, it's not mature in the sense that most of operators that think about it, they have a legacy network. And in order to go full in on the O-RAN side, they need to scrap a lot of things that they have and honestly, they don't want, and it doesn't make sense. So being a greenfield operator, give us that advantage. Give us the advantage and, and desegregation, it's all about chip sets, boxes and software and the chip sets part and what I like the most in desegregation is the time of innovation. The time that we can use new chip sets coming into the market, the size of the boxes that we are using. Obviously our footprint onsite is much smaller than traditional carriers or proprietary systems. So all of that Dell has been critical in supporting us. Supporting us having the best chip sets, having the smallest footprint and, you know, the software, the cycle of innovation is much faster than in proprietary systems. So ma-, it's maturing. I'm glad to say that probably two years ago here O-RAN was more like a, a pilot type of technology. It is not, we are live, we are live for more than 30 million customers in the US and, you know, the performance levels are very similar to traditional networks. >> So you don't just buy a nationwide cloud-native 5G network out of the box, you got to- >> No, you don't. >> You got to build it. So I'm curious as to what Dell's role is in that, in that build out. >> Right? >> How and how, I'm really curious how to, how you would grade Dell but we'll get there. >> Yeah, I mean, look, yes, you don't. So I think the, the, the first and foremost is again, as, as we, Dell, comes into the telco space, one of the things we have to look at is to understand what makes Dell better in the enterprise space, right? It is the best-in-class infrastructure. It is the software ties together. As you talk about desegregated networks, it's important to understand lot of these piece parts have to still be touched together, right? So I think the integration and integration aspects becomes really key which is really Dell is very good at. So one of the things we are working really closely with DISH Tech, you know Richard was alluding to, is bringing all, not just bringing all the software and hardware assets together, but how do you continuously innovate and keep fixing things faster, right? So in the old days, traditional ways, you have a software stack, it takes you 18 months, 20 months to actually get an upgrade done. Here we have continuously CI/CD pipelines where if you want to a change done within, within a week's or within a few days, where we can actually go and test and make sure these things work. So I think a lot of the best enterprise software practices, cloud practices, combined with whatever needs for telco, actually is what makes it very unique. >> I, I saw that this started out as an FCC compliance initiative that turned into a partnership, obviously a very successful one. Richard, talk about what DISH saw in Dell that really made it the right choice, knowing you have choices, you have options. >> You know, we saw the capability to execute, but we also saw the capability to innovate. From an execution level, at the end of the day, like we were talking, we started the project in the middle of COVID, and we had the first mandate to cover 20% of the US population by June, 2022. And now we have a second one, 70% of US population by June 2023. At the beginning of the project, it was all about availability of materials, logistics, how to distribute, how to transport material. So Dell has a world-class supply chain, we felt that working with Dell through all these challenges made things easier. So from an execution perspective, whenever you need to build a network and you, you are building thousands of sites, you need to have materials, you need to distribute them and you need to install them. Dell helped us across the board. Our expectations obviously will change. We have a network, we want to cooperate with Dell in many other areas. We want to, you know, leverage on Dell ability to reach the enterprise market, to have private 5G offers. So hopefully this collaboration will endure in time and, and, you know, will change and evolve in time. >> And it's a big bet. I mean, it's not like a single, it's not like a little transaction that you guys are doing. I feel like, you know Michael Dell and Eric Carlson had dinner and they said, "okay, we're going to, we're going to partner up and this is going to be a multi-decade partnership. You had to be transparent, "Hey, we're new at this, even though we're really good at enterprise tech and so you're going to, obviously if you take a chance on us, here's what we promise you." >> Absolutely. >> And vice versa, you guys had to say, "all right, hey, we're willing to roll the dice because we're trying to change the world." So what was that dynamic like? I mean, how did, I'm curious as to this has to be a lot of different levels, engineering, senior management, board level discussions. >> You know, we felt a huge buy-in from Dell on the Open RAN concept. >> Right. >> Yeah, okay. >> And, you know, edge computing and, and the ability to get us the best product and evolve the best product, Intel is is critical in all these offerings. Intel has a great relationship with Dell. Dell helped us. Dell sponsored the DISH program and some of these suppliers, So it was definitely good to have their support and the buy-in on the O-RAN concept. We felt it from day one and we felt secure on that. >> Yeah, I mean, I, to add to that, I mean, you know DISH was very instrumental in driving, dictating and executing to our roadmap, right? They're one of the key, I mean, since they are out there and they're really turning in a way, it's important that a customer who's actually at the out front of innovation, helps us drive our own roadmap. So to Richard's point, a lot of our product roadmaps, in terms of what have you built and all that, was based on what DISH thinks as going to be market-based requirements. They also helped us a lot in the integration aspects. Like I said, one of the things about open desegregation of these networks is there is a lot of integration because, you know, there is, it's not a one, one monolithic pipe smokestack anymore. You are picking up best-in-class pieces, bits and pieces and tying it together. And it's important to understand when you tie it together things will go wrong, right? So there is a lot of learnings from an integration standpoint. Supportability, deployment, one of the things Richard talked about was supply chain, you know. Other Dell's ability to, lot of these deployments, a lot of these configs in the factory, right, in the second part. So especially a lot of these partnerships started during COVID time and as you all know, you know what we went through two years ago. So we had to make sure that lot of these things are done in one place and a factory, and not done in the field because we couldn't do a lot of these things. So there's a lot of, lot of experimentation, lot of, lot, lot of innovation on that. >> So it's 2030, what's this look like? What's the vision if we can work backwards from there? Well, a, a great network coverage to the entire country, bringing new services to enterprises, to verticals, bringing value add to customers and, you know, technology cycles, they are lasting much less than they were. I cannot even say what will happen in three years. 2030, I mean, I know, I know somebody has a vision for 2030. That's another thing. (everyone laughs) >> A lot of it is "build it and they will come", right? >> Yeah. >> I mean it really is right? You put that network in place and then innovation happens on top. That's the best thing. >> Yeah. And look and and I think the biggest people think about Open RAN in terms of cost, which, you know, you, you have some things in cost that you appreciate in Open RAN. The footprint, the the possibility to diversify suppliers and and have more competition. But for me, Open RAN is about innovation and cycles of innovation. I used to work for Nokia, I used to work for Alcatel. I knew from the generation of an idea to an execution and having a feature delivered to a certain customer, it, it took months. We want innovation to take weeks. We are innovating at the speed, speed of the cloud. We are cooperating with new players, players on the cloud and, and we expect things to happen much faster than they traditionally happen on the telecom sector. >> Move fast and break things. >> Well, we also expect that speed- >> Break and fix. (everyone laughs) >> Yeah, thank you for that. >> But speaking of speed, your customers expect that, right? They expect the service to be up 24/7. They expect to be able to access whatever content they want, whenever they want from wherever they are. So comment, Richard, in our last few minutes here of, of how the, the Dell partnership is helping DISH to really deliver the excellent customer experience that your customers just expect that you're going to deliver. >> Well by setting up the system, number one, we are leveraging on a number of services. And I mentioned the supply chain, but in reality Dell made much more than that for our 20% milestone and is supporting our 70% milestone by installing, testing, verifying most of our data center equipment. We found that this offering from Dell was really addressing some of our needs because, you know, we, we believe they know a lot in this area and they, they can provide the best advice and the best speed to market in, in terms of having this equipment. Because we are working on a time clock, we need to have this done as soon as possible. You know for the future, I hope that they can help us in driving more services. I hope they can bring all the infrastructure that we need to offer to our customers. And, you know, we keep committed to O-RAN. O-RAN is really important. We are not compromising that. And I think the future is bright for both of us. >> Yeah, and Dell learns from the experience. >> Exactly. >> Absolutely. >> There's got to be a catalyst for expanding your roadmap and vision in telecom. >> Yeah, I mean, like you said, I mean, you asked a 2030 question and I think that, you know, know six, seven years from now I think people should look at what DISH and Dell and say they were the trailblazers of make, bringing Open RAN to the market and making 5G a reality. I mean, you talk about 5G, but every 5G is on a different stages. I do think that this combination, this partnership has the best chance to be the first ones to actually have a truly Open RAN network to be successful in commercial. >> Awesome guys. Trailblazers, Dell and DISH. Well, we look forward to watching this story unfold. Thank you- >> Thank you. >> for joining Dave and me on the program today talking about what you're doing together. We appreciate it. >> Thanks for having us. >> Our pleasure. >> Thank you, bye. >> For our guests and for Dave Vellante, I'm Lisa Martin. You're watching theCUBE live from Barcelona at MWC23. We'll be back after a short break, so we'll see you soon.

Published Date : Feb 27 2023

SUMMARY :

that drive human progress. and some of the key players in it. and challenge the existing incumbents. Great to have you back on the program. the Vice President of National I feel like the day So DISH had the opportunity of, of some of the unique advantages is to bring to DISH is, you know, So it's early days for Open RAN But of course it brings the advantage of the US and, you know, So I'm curious as to what Dell's role is how you would grade Dell So one of the things we made it the right choice, in the middle of COVID, that you guys are doing. I mean, how did, I'm curious as to on the Open RAN concept. and the ability to get us the best product and not done in the field because What's the vision if we can That's the best thing. in cost that you appreciate in Open RAN. Break and fix. They expect the service to be up 24/7. And I mentioned the supply from the experience. There's got to be a has the best chance to be the first ones Well, we look forward to me on the program today break, so we'll see you soon.

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Michael Foster, Red Hat | CloudNativeSecurityCon 23


 

(lively music) >> Welcome back to our coverage of Cloud Native Security Con. I'm Dave Vellante, here in our Boston studio. We're connecting today, throughout the day, with Palo Alto on the ground in Seattle. And right now I'm here with Michael Foster with Red Hat. He's on the ground in Seattle. We're going to discuss the trends and containers and security and everything that's going on at the show in Seattle. Michael, good to see you, thanks for coming on. >> Good to see you, thanks for having me on. >> Lot of market momentum for Red Hat. The IBM earnings call the other day, announced OpenShift is a billion-dollar ARR. So it's quite a milestone, and it's not often, you know. It's hard enough to become a billion-dollar software company and then to have actually a billion-dollar product alongside. So congratulations on that. And let's start with the event. What's the buzz at the event? People talking about shift left, obviously supply chain security is a big topic. We've heard a little bit about or quite a bit about AI. What are you hearing on the ground? >> Yeah, so the last event I was at that I got to see you at was three months ago, with CubeCon and the talk was supply chain security. Nothing has really changed on that front, although I do think that the conversation, let's say with the tech companies versus what customers are actually looking at, is slightly different just based on the market. And, like you said, thank you for the shout-out to a billion-dollar OpenShift, and ACS is certainly excited to be part of that. We are seeing more of a consolidation, I think, especially in security. The money's still flowing into security, but people want to know what they're running. We've allowed, had some tremendous growth in the last couple years and now it's okay. Let's get a hold of the containers, the clusters that we're running, let's make sure everything's configured. They want to start implementing policies effectively and really get a feel for what's going on across all their workloads, especially with the bigger companies. I think bigger companies allow some flexibility in the security applications that they can deploy. They can have different groups that manage different ones, but in the mid to low market, you're seeing a lot of consolidation, a lot of companies that want basically one security tool to manage them all, so to speak. And I think that the features need to somewhat accommodate that. We talk supply chain, I think most people continue to care about network security, vulnerability management, shifting left and enabling developers. That's the general trend I see. Still really need to get some hands on demos and see some people that I haven't seen in a while. >> So a couple things on, 'cause, I mean, we talk about the macroeconomic climate all the time. We do a lot of survey data with our partners at ETR, and their recent data shows that in terms of cost savings, for those who are actually cutting their budgets, they're looking to consolidate redundant vendors. So, that's one form of consolidation. The other theme, of course, is there's so many tools out in the security market that consolidating tools is something that can help simplify, but then at the same time, you see opportunities open up, like IOT security. And so, you have companies that are starting up to just do that. So, there's like these countervailing trends. I often wonder, Michael, will this ever end? It's like the universe growing and tooling, what are your thoughts? >> I mean, I completely agree. It's hard to balance trying to grow the company in a time like this, at the same time while trying to secure it all, right? So you're seeing the consolidation but some of these applications and platforms need to make some promises to say, "Hey, we're going to move into this space." Right, so when you have like Red Hat who wants to come out with edge devices and help manage the IOT devices, well then, you have a security platform that can help you do that, that's built in. Then the messaging's easy. When you're trying to do that across different cloud providers and move into IOT, it becomes a little bit more challenging. And so I think that, and don't take my word for this, some of those IOT startups, you might see some purchasing in the next couple years in order to facilitate those cloud platforms to be able to expand into that area. To me it makes sense, but I don't want to hypothesize too much from the start. >> But I do, we just did our predictions post and as a security we put up the chart of candidates, and there's like dozens, and dozens, and dozens. Some that are very well funded, but I mean, you've seen some down, I mean, down rounds everywhere, but these many companies have raised over a billion dollars and it's like uh-oh, okay, so they're probably okay, maybe. But a lot of smaller firms, I mean there's just, there's too many tools in the marketplace, but it seems like there is misalignment there, you know, kind of a mismatch between, you know, what customers would like to have happen and what actually happens in the marketplace. And that just underscores, I think, the complexities in security. So I guess my question is, you know, how do you look at Cloud Native Security, and what's different from traditional security approaches? >> Okay, I mean, that's a great question, and it's something that we've been talking to customers for the last five years about. And, really, it's just a change in mindset. Containers are supposed to unleash developer speed, and if you don't have a security tool to help do that, then you're basically going to inhibit developers in some form or another. I think managing that, while also giving your security teams the ability to tell the message of we are being more secure. You know, we're limiting vulnerabilities in our cluster. We are seeing progress because containers, you know, have a shorter life cycle and there is security and speed. Having that conversation with the C-suites is a little different, especially when how they might be used to virtual machines and managing it through that. I mean, if it works, it works from a developer's standpoint. You're not taking advantage of those containers and the developer's speed, so that's the difference. Now doing that and then first challenge is making that pitch. The second challenge is making that pitch to then scale it, so you can get onboard your developers and get your containers up and running, but then as you bring in new groups, as you move over to Kubernetes or you get into more container workloads, how do you onboard your teams? How do you scale? And I tend to see a general trend of a big investment needed for about two years to make that container shift. And then the security tools come in and really blossom because once that core separation of responsibilities happens in the organization, then the security tools are able to accelerate the developer workflow and not inhibit it. >> You know, I'm glad you mentioned, you know, separation of responsibilities. We go to a lot of shows, as you know, with theCUBE, and many of them are cloud shows. And in the one hand, Cloud has, you know, obviously made the world, you know, more interesting and better in so many different ways and even security, but it's like new layers are forming. You got the cloud, you got the shared responsibility model, so the cloud is like the first line of defense. And then you got the CISO who is relying heavily on devs to, you know, the whole shift left thing. So we're asking developers to do a lot and then you're kind of behind them. I guess you have audit is like the last line of defense, but my question to you is how can software developers really ensure that cloud native tools that they're using are secure? What steps can they take to improve security and specifically what's Red Hat doing in that area? >> Yeah, well I think there's, I would actually move away from that being the developer responsibility. I think the job is the operators' and the security people. The tools to give them the ability to see. The vulnerabilities they're introducing. Let's say signing their images, actually verifying that the images that's thrown in the cloud, are the ones that they built, that can all be done and it can be done open source. So we have a DevSecOps validated pattern that Red Hat's pushed out, and it's all open source tools in the cloud native space. And you can sign your builds and verify them at runtime and make sure that you're doing that all for free as one option. But in general, I would say that the hope is that you give the developer the information to make responsible choices and that there's a dialogue between your security and operations and developer teams but security, we should not be pushing that on developer. And so I think with ACS and our tool, the goal is to get in and say, "Let's set some reasonable policies, have a conversation, let's get a security liaison." Let's say in the developer team so that we can make some changes over time. And the more we can automate that and the more we can build and have that conversation, the better that you'll, I don't say the more security clusters but I think that the more you're on your path of securing your environment. >> How much talk is there at the event about kind of recent high profile incidents? We heard, you know, Log4j, of course, was mentioned in the Keynote. Somebody, you know, I think yelled out from the audience, "We're still dealing with that." But when you think about these, you know, incidents when looking back, what lessons do you think we've learned from these events? >> Oh, I mean, I think that I would say, if you have an approach where you're managing your containers, managing the age and using containers to accelerate, so let's say no images that are older than 90 days, for example, you're going to avoid a lot of these issues. And so I think people that are still dealing with that aspect haven't set up the proper, let's say, disclosure between teams and update strategy and so on. So I don't want to, I think the Log4j, if it's still around, you know, something's missing there but in general you want to be able to respond quickly and to do that and need the tools and policies to be able to tell people how to fix that issue. I mean, the Log4j fix was seven days after, so your developers should have been well aware of that. Your security team should have been sending the messages out. And I remember even fielding all the calls, all the fires that we had to put out when that happened. But yeah. >> I thought Brian Behlendorf's, you know, talk this morning was interesting 'cause he was making an attempt to say, "Hey, here's some things that you might not be thinking about that are likely to occur." And I wonder if you could, you know, comment on them and give us your thoughts as to how the industry generally, maybe Red Hat specifically, are thinking about dealing with them. He mentioned ChatGPT or other GPT to automate Spear phishing. He said the identity problem is still not fixed. Then he talked about free riders sniffing repos essentially for known vulnerabilities that are slow to fix. He talked about regulations that might restrict shipping code. So these are things that, you know, essentially, we can, they're on the radar, but you know, we're kind of putting out, you know, yesterday's fire. What are your thoughts on those sort of potential issues that we're facing and how are you guys thinking about it? >> Yeah, that's a great question, and I think it's twofold. One, it's brought up in front of a lot of security leaders in the space for them to be aware of it because security, it's a constant battle, constant war that's being fought. ChatGPT lowers the barrier of entry for a lot of them, say, would-be hackers or people like that to understand systems and create, let's say, simple manifests to leverage Kubernetes or leverage a misconfiguration. So as the barrier drops, we as a security team in security, let's say group organization, need to be able to respond and have our own tools to be able to combat that, and we do. So a lot of it is just making sure that we shore up our barriers and that people are aware of these threats. The harder part I think is educating the public and that's why you tend to see maybe the supply chain trend be a little bit ahead of the implementation. I think they're still, for example, like S-bombs and signing an attestation. I think that's still, you know, a year, two years, away from becoming, let's say commonplace, especially in something like a production environment. Again, so, you know, stay bleeding edge, and then make sure that you're aware of these issues and we'll be constantly coming to these calls and filling you in on what we're doing and make sure that we're up to speed. >> Yeah, so I'm hearing from folks like yourself that the, you know, you think of the future of Cloud Native Security. We're going to see continued emphasis on, you know, better integration of security into the DevSecOps. You're pointing out it's really, you know, the ops piece, that runtime that we really need to shore up. You can't just put it on the shoulders of the devs. And, you know, using security focused tools and best practices. Of course you hear a lot about that and the continued drive toward automation. My question is, you know, automation, machine learning, how, where are we in that maturity cycle? How much of that is being adopted? Sometimes folks are, you know, they embrace automation but it brings, you know, unknown, unintended consequences. Are folks embracing that heavily? Are there risks associated around that, or are we kind of through that knothole in your view? >> Yeah, that's a great question. I would compare it to something like a smart home. You know, we sort of hit a wall. You can automate so much, but it has to actually be useful to your teams. So when we're going and deploying ACS and using a cloud service, like one, you know, you want something that's a service that you can easily set up. And then the other thing is you want to start in inform mode. So you can't just automate everything, even if you're doing runtime enforcement, you need to make sure that's very, very targeted to exactly what you want and then you have to be checking it because people start new workloads and people get onboarded every week or month. So it's finding that balance between policies where you can inform the developer and the operations teams and that they give them the information to act. And that worst case you can step in as a security team to stop it, you know, during the onboarding of our ACS cloud service. We have an early access program and I get on-calls, and it's not even security team, it's the operations team. It starts with the security product, you know, and sometimes it's just, "Hey, how do I, you know, set this policy so my developers will find this vulnerability like a Log4Shell and I just want to send 'em an email, right?" And these are, you know, they have the tools and they can do that. And so it's nice to see the operations take on some security. They can automate it because maybe you have a NetSec security team that doesn't know Kubernetes or containers as well. So that shared responsibility is really useful. And then just again, making that automation targeted, even though runtime enforcement is a constant thing that we talk about, the amount that we see it in the wild where people are properly setting up admission controllers and it's acting. It's, again, very targeted. Databases, cubits x, things that are basically we all know is a no-go in production. >> Thank you for that. My last question, I want to go to the, you know, the hardest part and 'cause you're talking to customers all the time and you guys are working on the hardest problems in the world. What is the hardest aspect of securing, I'm going to come back to the software supply chain, hardest aspect of securing the software supply chain from the perspective of a security pro, software engineer, developer, DevSecOps Pro, and then this part b of that is, is how are you attacking that specifically as Red Hat? >> Sure, so as a developer, it's managing vulnerabilities with updates. As an operations team, it's keeping all the cluster, because you have a bunch of different teams working in the same environment, let's say, from a security team. It's getting people to listen to you because there are a lot of things that need to be secured. And just communicating that and getting it actionable data to the people to make the decisions as hard from a C-suite. It's getting the buy-in because it's really hard to justify the dollars and cents of security when security is constantly having to have these conversations with developers. So for ACS, you know, we want to be able to give the developer those tools. We also want to build the dashboards and reporting so that people can see their vulnerabilities drop down over time. And also that they're able to respond to it quickly because really that's where the dollars and cents are made in the product. It's that a Log4Shell comes out. You get immediately notified when the feeds are updated and you have a policy in action that you can respond to it. So I can go to my CISOs and say, "Hey look, we're limiting vulnerabilities." And when this came out, the developers stopped it in production and we were able to update it with the next release. Right, like that's your bread and butter. That's the story that you want to tell. Again, it's a harder story to tell, but it's easy when you have the information to be able to justify the money that you're spending on your security tools. Hopefully that answered your question. >> It does. That was awesome. I mean, you got data, you got communication, you got the people, obviously there's skillsets, you have of course, tooling and technology is a big part of that. Michael, really appreciate you coming on the program, sharing what's happening on the ground in Seattle and can't wait to have you back. >> Yeah. Awesome. Thanks again for having me. >> Yeah, our pleasure. All right. Thanks for watching our coverage of the Cloud Native Security Con. I'm Dave Vellante. I'm in our Boston studio. We're connecting to Palo Alto. We're connecting on the ground in Seattle. Keep it right there for more coverage. Be right back. (lively music)

Published Date : Feb 2 2023

SUMMARY :

He's on the ground in Seattle. Good to see you, and it's not often, you know. but in the mid to low market, And so, you have companies that can help you do kind of a mismatch between, you know, and if you don't have a And in the one hand, Cloud has, you know, that and the more we can build We heard, you know, Log4j, of course, but in general you want to that you might not be in the space for them to be but it brings, you know, as a security team to stop it, you know, to go to the, you know, That's the story that you want to tell. and can't wait to have you back. Thanks again for having me. of the Cloud Native Security Con.

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Supercloud2 Preview


 

>>Hello everyone. Welcome to the Super Cloud Event preview. I'm John Forry, host of the Cube, and with Dave Valante, host of the popular Super cloud events. This is Super Cloud two preview. I'm joined by industry leader and Cube alumni, Victoria Vigo, vice president of klos Cross Cloud Services at VMware. Vittorio. Great to see you. We're here for the preview of Super Cloud two on January 17th, virtual event, live stage performance, but streamed out to the audience virtually. We're gonna do a preview. Thanks for coming in. >>My pleasure. Always glad to be here. >>It's holiday time. We had the first super cloud on in August prior to VMware, explore North America prior to VMware, explore Europe prior to reinvent. We've been through that, but right now, super Cloud has got momentum. Super Cloud two has got some success. Before we dig into it, let's take a step back and set the table. What is Super Cloud and why is important? Why are people buzzing about it? Why is it a thing? >>Look, we have been in the cloud now for like 10, 15 years and the cloud is going strong and I, I would say that going cloud first was deliberate and strategic in most cases. In some cases the, the developer was going for the path of risk resistance, but in any sizable company, this caused the companies to end up in a multi-cloud world where 85% of the companies out there use two or multiple clouds. And with that comes what we call cloud chaos, because each cloud brings their own management tools, development tools, security. And so that increase the complexity and cost. And so we believe that it's time to usher a new era in cloud computing, which we, you call the super cloud. We call it cross cloud services, which allows our customers to have a single way to build, manage, secure, and access any application across any cloud. Lowering the cost and simplifying the environment. Since >>Dave Ante and I introduced and rift on the concept of Supercloud, as we talked about at reinvent last year, a lot has happened. Supercloud one, it was in August, but prior to that, great momentum in the industry. Great conversation. People are loving it, they're hating it, which means it's got some traction. Berkeley has come on board as with a position paper. They're kind of endorsing it. They call it something different. You call it cross cloud services, whatever it is. It's kind of the same theme we're seeing. And so the industry has recognized something is happening that's different than what Cloud one was or the first generation of cloud. Now we have something different. This Super Cloud two in January. This event has traction with practitioners, customers, big name brands, Sachs, fifth Avenue, Warner, media Financial, mercury Financial, other big names are here. They're leaning in. They're excited. Why the traction in the customer's industry converts over to, to the customer traction. Why is it happening? You, you get a lot of data. >>Well, in, in Super Cloud one, it was a vendor fest, right? But these vendors are smart people that get their vision from where, from the customers. This, this stuff doesn't happen in a vacuum. We all talk to customers and we tend to lean on the early adopters and the early adopters of the cloud are the ones that are telling us, we now are in a place where the complexity is too much. The cost is ballooning. We're going towards slow down potentially in the economy. We need to get better economics out of, of our cloud. And so every single customers I talked to today, or any sizable company as this problem, the developers have gone off, built all these applications, and now the business is coming to the operators and asking, where are my applications? Are they performing? What is the security posture? And how do we do compliance? And so now they're realizing we need to do something about this or it is gonna be unmanageable. >>I wanna go to a clip I pulled out from the, our video data lake and the cube. If we can go to that clip, it's Chuck Whitten Dell at a keynote. He was talking about what he calls multi-cloud by default, not by design. This is a state of the, of the industry. If we're gonna roll that clip, and I wanna get your reaction to that. >>Well, look, customers have woken up with multiple clouds, you know, multiple public clouds. On-premise clouds increasingly as the edge becomes much more a reality for customers clouds at the edge. And so that's what we mean by multi-cloud by default. It's not yet been designed strategically. I think our argument yesterday was it can be, and it should be, it is a very logical place for architecture to land because ultimately customers want the innovation across all of the hyperscale public clouds. They will see workloads and use cases where they wanna maintain an on-premise cloud. On-premise clouds are not going away. I mentioned edge Cloud, so it should be strategic. It's just not today. It doesn't work particularly well today. So when we say multi-cloud, by default we mean that's the state of the world. Today, our goal is to bring multi-cloud by design, as you heard. Yeah, I >>Mean, I, okay, Vittorio, that's, that's the head of Dell Technologies president. He obvious he runs it. Michael Dell's still around, but you know, he's the leader. This is a interesting observation. You know, he's not a customer. We have some customer equips we'll go to as well, but by default it kind of happened not by design. So we're now kind of in a zoom out issue where, okay, I got this environment just landed on me. What, what is the, what's your reaction to that clip of how multi-cloud has become present in, in everyone's on everyone's plate right now to deal with? Yeah, >>I it is, it is multi-cloud by default, I would call it by accident. We, we really got there by accident. I think now it's time to make it a strategic asset because look, we're using multiple cloud for a reason, because all these hyperscaler bring tremendous innovation that we want to leverage. But I strongly believe that in it, especially history repeat itself, right? And so if you look at the history of it, as was always when a new level of obstruction that simplify things, that we got the next level of innovation at the lower cost, you know, from going from c plus plus to Visual basic, going from integrating application at the bits of by layer to SOA and then web services. It's, it's only when we simplify the environment that we can go faster and lower cost. And the multi-cloud is ready for that level of obstruction today. >>You know, you've made some good points. You know, developers went crazy building great apps. Now they got, they gotta roll it out and operationalize it globally. A lot of compliance issues going on. The costs are going up. We got an economic challenge, but also agility with the cloud. So using cloud and or hybrid, you can get better agility. And also moving to the cloud, it's kind of still slow. Okay, so I get that at reinvent this year and at VMware explorer we were observing and we reported that you're seeing a transition to a new kind of ecosystem partner. Ones that aren't just ISVs anymore. You have ISVs, independent software vendors, but you got the emergence of bigger players that just, they got platforms, they have their own ecosystems. So you're seeing ecosystems on top of ecosystems where, you know, MongoDB CEO and the Databricks CEO both told me, we're not an isv, we're a platform built on a cloud. So this new kind of super cloudlike thing is going on. Why should someone pay attention to the super cloud movement? We're on two, we're gonna continue to do these out in the open. Anyone can participate. Why should people pay attention to this? Why should they come to the event? Why is this important? Is this truly an inflection point? And if they do pay attention, what should they pay attention to? >>I would pay attention to two things. If you are customers that are now starting to realize that you have a multi-cloud problem and the costs are getting outta control, look at what the leading vendors are saying, connect the dots with the early adopters and some of the customers that we are gonna have at Super Cloud two, and use those learning to not fall into the same trap. So I, I'll give you an example. I was talking to a Fortune 50 in Europe in my latest trip, and this is an a CIO that is telling me >>We build all these applications and now for compliance reason, the business is coming to me, I don't even know where they are, right? And so what I was telling him, so look, there are other customers that are already there. What did they do? They built a platform engineering team. What is the platform? Engineering team is a, is an operation team that understands how developers build modern applications and lays down the foundation across multiple clouds. So the developers can be developers and do their thing, which is writing code. But now you as a cio, as a, as a, as a governing body, as a security team can have the guardrail. So do you know that these applications are performing at a lower cost and are secure and compliant? >>Patura, you know, it's really encouraging and, and love to get your thoughts on this is one is the general consensus of industry leaders. I talked to like yourself in the round is the old way was soft complexity with more complexity. The cloud demand simplicity, you mentioned abstraction layer. This is our next inflection point. It's gotta be simpler and it's gotta be easy and it's gotta be performant. That's the table stakes of the cloud. What's your thoughts on this next wave of simplicity versus complexity? Because again, abstraction layers take away complexity, they should make it simpler. What's your thoughts? >>Yeah, so I'll give you few examples. One, on the development side and runtime. You, you one would think that Kubernetes will solve all the problems you have Kubernetes everywhere, just look at, but every cloud has a different distribution of Kubernetes, right? So for example, at VMware with tansu, we create a single place that allows you to deploy that any Kubernetes environment. But now you have one place to set your policies. We take care of the differences between this, this system. The second area is management, right? So once you have all everything deployed, how do you get a single object model that tells you where your stuff is and how it's performing, and then apply policies to it as well. So these are two areas and security and so on and so forth. So the idea is that figure out what you can abstract and make common across cloud. Make that simple and put it in one place while always allowing the developers to go underneath and use the differentiated features for innovation. >>Yeah, one of the areas I'm excited, I want to get your thoughts of too is, we haven't talked about this in the past, but it, I'll throw it out there. I think the, the new AI coming out chat, G P T and other things like lens, you see it and see new kinds of AI coming that's gonna be right in the heavy lifting opportunity to make things easier with AI and automation. I think AI will be a big factor in super cloud and, and cross cloud. What's your thoughts? >>Well, the one way to look at AI is, is one of the main, main services that you would want out of a multi-cloud, right? You want eventually, right now Google seems to have an edge, but you know, the competition creates, you know, innovation. So later on you wanna use something from Azure or from or from Oracle or something that, so you want at some point that is gonna be prone every single service in in the cloud is gonna be prone to obstruction and simplification. And I, I'm just excited about to see >>What book, I can't wait for the chat services to write code automatically for us. Well, >>They >>Do, they do. They're doing it now. They do. >>Oh, the other day, somebody, you know that I do this song par this for. So for fun sometimes. And somebody the other day said, ask the AI to write a parody song for multi-cloud. And so I have the lyrics stay >>Tuned. I should do that from my blog post. Hey, write a blog post on this January 17th, Victoria, thanks for coming in, sharing the preview bottom line. Why should people come? Why is it important? What's your final kind of takeaway? Billboard message >>History is repeat itself. It goes to three major inflection points, right? We had the inflection point with the cloud and the people that got left behind, they were not as competitive as the people that got on top o of this wave. The new wave is the super cloud, what we call cross cloud services. So if you are a customer that is experiencing this problem today, tune in to to hear from other customers in, in your same space. If you are behind, tune in to avoid the, the, the, the mistakes and the, the shortfalls of this new wave. And so that you can use multi-cloud to accelerate your business and kick butt in the future. >>All right. Kicking kick your names and kicking butt. Okay, we're here on J January 17th. Super Cloud two. Momentum continues. We'll be super cloud three. There'll be super cloud floor. More and more open conversations. Join the community, join the conversation. It's open. We want more voices. We want more, more industry. We want more customers. It's happening. A lot of momentum. Victoria, thank you for your time. Thank you. Okay. I'm John Farer, host of the Cube. Thanks for watching.

Published Date : Dec 16 2022

SUMMARY :

I'm John Forry, host of the Cube, and with Dave Valante, Always glad to be here. We had the first super cloud on in August prior to VMware, And so that increase the complexity And so the industry has recognized something are the ones that are telling us, we now are in a place where the complexity is too much. If we're gonna roll that clip, and I wanna get your reaction to that. Today, our goal is to bring multi-cloud by design, as you heard. Michael Dell's still around, but you know, he's the leader. application at the bits of by layer to SOA and then web services. Why should they come to the event? to realize that you have a multi-cloud problem and the costs are getting outta control, look at what What is the platform? Patura, you know, it's really encouraging and, and love to get your thoughts on this is one is the So the idea is that figure Yeah, one of the areas I'm excited, I want to get your thoughts of too is, we haven't talked about this in the past, but it, I'll throw it out there. single service in in the cloud is gonna be prone to obstruction and simplification. What book, I can't wait for the chat services to write code automatically for us. They're doing it now. And somebody the other day said, ask the AI to write a parody song for multi-cloud. Victoria, thanks for coming in, sharing the preview bottom line. And so that you can use I'm John Farer, host of the Cube.

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Michael Fagan, Village Roadshow | Palo Alto Networks Ignite22


 

>>The Cube presents Ignite 22, brought to you by Palo Alto Networks. >>Welcome back to Vegas, guys and girls, it's great to have you with us. The Cube Live. Si finishing our second day of coverage of Palo Alto Ignite. 22 from MGM Grand in Las Vegas. Lisa Martin here with Dave Valante. Dave Cybersecurity is one of my favorite topics to talk about because it is so interesting. It is so dynamic. My other favorite thing is to hear the voice of our vendors' customers. And we could to >>Do that. I always love to have the customer on you get you get right to the heart of the matter. Yeah. Really understand. You know, what I like to do is sort of when I listen to the keynotes, try to see how well it aligns with what the customers are actually doing. Yeah. So let's >>Do it. We're gonna unpack that now. Michael Fagan joins us, the Chief Transformation Officer at Village Roadshow. Welcome Michael. It's great to have you >>And thank you. It's a pleasure to be here. >>So this is a really interesting entertainment company. I find the name interesting, but talk to us a little bit about Village Roadshow so the audience gets an understanding of all of the things that you guys do cuz theme parks is part of >>This. Yeah, so Village Road show's Australia's largest cinema exhibitor in conjunction with our partners at event. We also own and operate Australia's largest theme parks. We have Warner Brothers movie World, wet and Wild. SeaWorld Top Golf in Australia is, is operated by us plus more. We also do studio, we also own movie studios, so Aquaman, parts of the Caribbean. We're, we're filming our movie studios Elvis last year. And we also distribute and produce movies and TV shows. Quite diverse group. >>Yeah, you guys have won a lot of awards. I mean, I don't know, academy Awards, golden Globe, all that stuff, you know, and so it's good. Congratulations. Yeah. >>Thank you. >>Cool stuff. I wanna also, before we dig into the use case here, talk to us about the role of a chief transformation officer. How long have you been in that role? What does it encompass and what do you get to drive from a transformation perspective? Yeah, >>So the, the, the nature and pace of disruption is accelerating and on, on one side. And then on the other side, the running business as usual is becoming increasingly complex and, and more difficult to do. So running both simultaneously and at pace can put organizations at risk, both financially and and other ways. So in my role as Chief Transformation officer, I support the rest of the executive team by giving them additional capacity and also bring capability to the team that wasn't there before. So I do a lot of strategic and thought leadership. There's some executive coaching in there, a lot of financial modeling and analysis. And I believe that when a transformation role in particularly a chief transformation role is done correctly, it's a very hands-on role. So there's certain things where I, I dive right down and I'm actually hands in, hands-on leading teams or leading pieces of work. So I might be leading particular projects. I tried to drive profit revenue and profitability across the divisions and does any multi or cross-divisional opportunities or initiative, then I will, I will lead those. >>The transformation, you know, a while ago was cloud, right? Okay, hey, cloud and transformation officers, whether or not they had that title, we'll tell you, look, you gotta change the operating model. You can't just, you know, lift and shift in the cloud. That's, you know, that's pennies. We want, you know, big bucks. That's the operating. Now it's, I'm my question is, is did the pandemic just accelerate your transformation or, or was it, you know, deeper than that? >>Yeah, so what in my role have both digital and business transformation, some of it has been organizational. I think the pandemic has had a, a significant and long lasting effect on society, not just on, on business. So I think if you think about how work work used to be a, a place you went to and how it was done beforehand, before the, before COVID versus now where, you know, previously, you know, within the enterprise you had all of the users, you had all of the applications, you had all of the data, you had all of the people. And then since March, 2020, just overnight, that kind of inverted and, you know, you had people working from home and a person working from home as a branch office of one. So, so we ended up with another thousand branches literally overnight. A lot of the applications that we use are now SASS or cloud-based, whether that's timekeeping with Kronos or communica employee communication or work Jam. So they're not sitting within our data center, they're not sitting within, within our enterprise. It's all external. >>So from a security perspective, you obviously had to respond to that and we heard a lot about endpoint and cloud security and refactoring the network and identity. These guys aren't really an identity. They partner for that, but still a lot of change in focus that the CISO had to deal with. How, how did you guys respond to that? And, and you had a rush to do it. Yeah. And so as you sit back now, where do you go from here? >>Well we had, we had two major triggers for our, our network and security transformation. The first being COVID itself, and then the second beam, we had a, a major MPLS telco renewal that came up. So that gave you an opportunity to look at what we were doing and essentially our network was designed for a near, that no longer exists for when, for when p like I said, when people, when people were from home, all the applications were inside. So, and we had aging infrastructure, our firewalls were end of life. So initially we started off with an SD WAN at the SD WAN layer and an SD WAN implementation. But when we investigated and saw the security capabilities that are available now, we that to a full sassy WAN implementation. >>Why Palo Alto Networks? Because you, you had, you said you had an aging infrastructure designed for an era that doesn't exist anymore, but you also had a number of tools. We've been talking about a consolidation a lot the last couple days. Yeah. How did, what did you consolidate and why with Palo Alto? >>So we had a great partner in Australia, incidentally also called Cube. Cube Networks. Yeah. That we worked with great >>Names. Yeah, right. >>So we, so we, we worked for Cube. We ran a, a form of tender process. And Palo Alto with, you know, Prisma access and Global Global Protect was the only, the only solution that gave us everything that we needed in terms of network modernization, the agility that we required. So for example, in our theme part, we want to send out a hotdog cart or an ice cream cart, and that becomes, all of a sudden you got a new branch that I want to spin up this branch in 10 minutes and then I wanna spin it back down again. So from agility perspective, from a flexibility perspective, the security that, that we wanted, you know, from a zero trust perspective, and they were the only, certainly from a zero trust perspective, they're probably the only vendor that, that exists that, that actually provided the, the, all those capabilities. >>And did you consolidate tools or you were in the process of consolidating tools now? >>Yeah, so we actually, we actually consolidated down to, to, to a, to a single vendor. And in my previous role I had, I had implemented SD WAN before and you know, interoperability is a, is a major issue in the IT industry. I think there's, it's probably the only industry in the, the only industry I can think of certainly that where we, we ship products that aren't ready. They're not of all the features, they, they don't have all the features that they should have. They're their plans. They were releasing patches, releasing additional features every, every couple of months. So, you know, if you, if if Ford sold the card, I said, Hey, you're gonna give you backseats in a couple of months, they'd be uproar. But, but we do that all the time in, in it. So I had, when I previously implemented an Sdwan transformation, I had products from two tier one vendors that just didn't talk to one another. And so when I went and spoke to those vendors, they just went, well, it's not me. It's clearly, clearly those guys. So, so there's a lot to be said for having a, you know, a champion team rather than a team of champions. And Palo Alto have got that full stack fully integrated that was, you know, exactly meant what we were looking for. >>They've been talking a lot the last couple days about integration and it, and I've talked with some of their executives and some analysts as well, including Dave about that seems to be a differentiator for them because they really focus on that. Their m and a strategy is very, it seems to be very clear and there's purpose on that backend integration instead of leaving it to the customer, like Village Road show to do it. They also talked a lot about the consolidation. I'm just curious, Michael, in terms of like what you've heard at the show in the last couple of days. >>Yeah, I mean I've been hearing to same mess, but actually we've, we've lived in a >>You're living it. That's what I wanted to >>Know. So, so, you know, we had a choice of, you know, do you try and purchase so-called best of breed products and then put a lot of effort into integrating them and trying to get them to work, which is not really what we want to spend time doing. I don't, I don't wanna be famous for, you know, integration and, you know, great infrastructure. I want to be, I want Village to be famous for delivering great experiences to our customers. Memories that last a lifetime. And you know, when kids grow up in Australia, they, everybody remembers going to the theme parks. That's what, that's what I want our team to be doing and to be delivering those great experiences, not to be trying to plug together bits of software and it may or may not work and have vendors pointing at one another and then we are left carrying the cannon and holding the >>Baby. So what was the before and after, can you give us a sense as to how life changed, you know, pre that consolidation versus post? >>Yeah, so our, our, our infrastructure, say our infrastructure was designed for, you know, the, you know, old ways of working where we had you knowm routers that were, you know, not designed for cloud, for modern traffic, including cloud Destin traffic, an old MPLS network. We used to back haul all the traffic from, from our branches back to central location run where we've got, you know, firewall walls, we've got a dmz, we could run advanced inspection services on that. So if you had a branch that wanted to access a website that was housed next door, even if it was across the country, then it would, we would pull that all the way back to Melbourne. We would apply advanced inspection services to it, send it up to the cloud out back across the country. Traffic would come back, come down to us, back out to our branch. >>So you talk about crossing the country four times, even at the website is, is situated next door now with, with our sasi sdwan transformation just pops out to the cloud now straight away. And the, the difference in performance for our, for our team and for our customers, it, it's phenomenal. So you'll talk about saving minutes, you know, on a log on and, and seconds then and on, on an average transaction and second zone sound like a lot. But when you, it's every click up, they're saving a second and add up. You're talking about thousands of man hours every month that we've saved. >>If near Zuke were sitting right here and said, what could we do better? You know, what do you need from us that we're not delivering today that you want to, you want us to deliver that would change your life. Yeah, >>There's two things. One, one of which I think they're all, they're already doing, but I actually haven't experienced myself. It's around the autonomous digital experience management. So I've now got a thousand users who are sitting at home and they've got, when they've got a problem, I don't know, is it, is it my problem or is it their problem? So I know that p were working on a, an A solution that digital experience solution, which can actually tell, well actually know you're sitting in your kitchen and your routes in your front room, maybe you should move closer to the route. So there, there they, that's one thing. And the second thing is using AI to tell me things that I wouldn't be able to figure out with a human training. A lot of time sifting through data. So things like where I've potentially overcompensated and, you know, overdelivered on the network and security side or of potentially underdelivered on a security side. So having AI to, you know, assess all of those millions and probably billions of, you know, transactions and packets that are moving around our network and say, Hey, you could optimize it more if you, if you dial this down or dial this up. >>So you said earlier we, this industry has a habit of shipping products before, you know they're ready. So based on your experience, seems like, first of all, it sounds like you got a at least decent technical background as well. When do you expect to have that capability? Realistically? When can we expect that as an industry? >>I think I, I think, like I said, the the rate and nature of change is, is, I think it's accelerating. The halflife of degree is short. I think when I left university, what I, what I learned in first year was, was obsolete within five years, I'd say now it's probably obsolete of you. What'd you learn in first year? It's probably obsolete by the time you finish your degree. >>Six months. Yeah, >>It's true. So I think the, the, the rate of change and the, the partnership that I see Palo building with the likes of AWS and Google and that and how they're coming together to, to solve, to jointly solve these problems is I think we will see this within 12 months. >>Who, who are your clouds? You got multiple clouds >>Or We got multiple clouds. Mostly aws, but there are certain things that we run that run in run in Azure as well. We, we don't really have much in GCP or, or, or some of the other >>Azure for collaboration and teams, stuff like that. >>Ah, we, we run, we run SAP that's we hosted in, in Azure and our cinema ticketing system is, is was run in Azure. It's, it was only available in, in in Azure the time we're mo we are mostly an AWS >>Shop. And what do you do with aws? I mean, pretty much everything else is >>Much every, everything else, anything that's customer facing our websites, they give us great stability. Great, great availability, great performance, you know, we've had and, and, and, and a very variable as well. So, we'll, you know, our, our pattern of selling movie tickets is typically, you know, fairly flat except when, you know, there's a launch of a, of a new movie. So all of a sudden we might say you might sell, you know, at 9:00 AM when, you know, spider-Man went on sale last year, I think we sold 100 times the amount of tickets in the forest, 10 minutes. So our website didn't just scale look beautifully, just took in all of that extra traffic scale up. We're at only any intervention and then scale back down >>Taylor Swift needs that she does need that. So yeah. And so is your vision to have Palo Alto networks security infrastructure have be a common sort of layer across those clouds and maybe even some on-prem? Is it, are you, are you working toward that? Yeah, >>We, yeah, we, yeah, we, we'd love to have, you know, our end, our end customers don't really care about the infrastructure that we run. They won't be >>Able to unless it breaks. >>Unless it breaks. Yeah. They wanna be able to go to see a movie. Do you wanna be able to get on a rollercoaster? They wanna be able to go, you know, play around around a top golf. So having that convergence and that seamless integration of working across cloud network security now for most of our team, they, they don't know and they don't need to know. In fact, I, I frankly don't want them to know and be, be thinking about networks and clouds. I kind of want them thinking about how do we sell more cinema tickets? How do we give a great experience to our guests? How do we give long lasting lifetime memories to, to the people who come visit our parks? >>That's what they want. They want that experience. Right. I'd love to get your final thoughts on, we, we had you give a great overview of the ch the role that you play as Chief transformation officer. You own digital transformation, you want business transformation. What advice would you give to either other treat chief transformation officers, CISOs, CSOs, CEOs about partnering, what's the right partner to really improve your security posture? >>I think there's, there's two things. One is if you haven't looked at this in the last two years and made some changes, you're outta date. Yeah. Because the world has changed. We've seen, I mean, I've heard somebody say it was two decades worth of, I actually think it's probably five 50 years worth of change in, in Australia in terms of working habits. So one, you need to do something. Yeah. Need to, you need to have a look at this. The second thing I think is to try and partner with someone that has similar values to your organization. So Village is a, it's a wonderful, innovative company. Very agile. So the, like the, the concept of gold class cinema, so, you know, big proceeds, recliners, waiter service, elevated foods concept that, that was invented by village in 1997. Thank you. And we had thanks finally came to the states so decade later, I mean we would've had the CEO of every major cinema chain in the world come to come to Melbourne and have a look at what Village is doing and go, yeah, we're gonna export that back around around the world. It's probably one of, one of Australia's unknown exports. Yeah. So it's, yeah, so, so partnering. So we've got a great innovation history and we'd like to think of ourselves as pretty agile. So working with partners who are, have a similar thought process and, and managed to an outcome and not to a contract Yeah. Is, is important for us. >>It's all about outcomes. And you've had some great outcomes, Michael, thank you for joining us on the program, walking us through Village Roadshow, the challenges that you had, how you tackled them, and, and next time I think I'm in a movie theater and I'm in reclining chair, I'm gonna think about you and village. So thank you. We appreciate your insights, your time. Thank you. Thanks Michael. For Michael Fagan and Dave Valante. I'm Lisa Martin. You've been watching The Cube. Our live coverage of Palo Alto Networks. Ignite comes to an end. We thank you so much for watching. We appreciate you. You're watching the Cube, the leader in live enterprise and emerging emerging tech coverage next year. >>Yeah.

Published Date : Dec 15 2022

SUMMARY :

The Cube presents Ignite 22, brought to you by Palo Alto Welcome back to Vegas, guys and girls, it's great to have you with us. I always love to have the customer on you get you get right to the heart of the matter. It's great to have you It's a pleasure to be here. us a little bit about Village Roadshow so the audience gets an understanding of all of the things that you guys do cuz theme And we also distribute and produce movies and TV shows. all that stuff, you know, and so it's good. do you get to drive from a transformation perspective? So in my role as Chief Transformation officer, I support the rest of the executive We want, you know, just overnight, that kind of inverted and, you know, you had people working from home So from a security perspective, you obviously had to respond to that and we heard a lot about endpoint So that gave you an opportunity to look at what we were doing and essentially for an era that doesn't exist anymore, but you also had a number of tools. So we had a great partner in Australia, incidentally also called Cube. Yeah, right. that we wanted, you know, from a zero trust perspective, and they were the only, fully integrated that was, you know, exactly meant what we were looking for. it to the customer, like Village Road show to do it. That's what I wanted to you know, integration and, you know, great infrastructure. consolidation versus post? back to central location run where we've got, you know, firewall walls, we've got a dmz, So you talk about crossing the country four times, even at the website is, is situated next door now You know, what do you need from us that we're not delivering today that you want to, you want us to deliver that would change So things like where I've potentially overcompensated and, you know, overdelivered on the network So you said earlier we, this industry has a habit of shipping products before, It's probably obsolete by the time you finish your degree. Yeah, So I think the, the, the rate of change and the, the partnership that I see Palo Mostly aws, but there are certain things that we run that run in run mo we are mostly an AWS I mean, pretty much everything else is So all of a sudden we might say you might sell, So yeah. We, yeah, we, yeah, we, we'd love to have, you know, you know, play around around a top golf. we, we had you give a great overview of the ch the role that you play as Chief transformation So one, you need to do something. Roadshow, the challenges that you had, how you tackled them, and, and next time I think I'm in a movie theater

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Michael Wasielewski & Anne Saunders, Capgemini | AWS re:Invent 2022


 

(light music) (airy white noise rumbling) >> Hey everyone, welcome back to Las Vegas. It's theCUBE. We're here, day four of our coverage of AWS re:Invent 22. There's been about, we've heard, north of 55,000 folks here in person. We're seeing only a fraction of that but it's packed in the expo center. We're at the Venetian Expo, Lisa Martin, Dave Vellante. Dave, we've had such great conversations as we always do on theCUBE. With the AWS ecosystem, we're going to be talking with another partner on that ecosystem and what they're doing to innovate together next. >> Well, we know security is the number one topic on IT practitioners, mine, CIOs, CISOs. We also know that they don't have the bench strength, that's why they look to manage service providers, manage service security providers. It's a growing topic, we've talked about it. We talked about it at re:Inforce earlier this year. I think it was July, actually, and August, believe it or not, not everybody was at the Cape. It was pretty well attended conference and that's their security focus conference, exclusive on security. But there's a lot of security here too. >> Lot of security, we're going to be talking about that next. We have two guests from Capgemini joining us. Mike Wasielewski, the head of cloud security, and NextGen secure architectures, welcome Mike. Anne Saunders also joins us, the Director of Cybersecurity Technology Partnerships at Capgemini, welcome Anne. >> Thank you. >> Dave: Hey guys. >> So, day four of the show, how you feeling? >> Anne: Pretty good. >> Mike: It's a long show. >> It is a long, and it's still jamming in here. Normally on the last day, it dwindles down. Not here. >> No, the foot traffic around the booth and around the totality of this expo floor has been amazing, I think. >> It really has. Anne, I want to start with you. Capgemini making some moves in the waves in the cloud and cloud security spaces. Talk to us about what Cap's got going on there. >> Well, we actually have a variety of things going on. Very much partner driven. The SOC Essentials offering that Mike's going to talk about shortly is the kind of the starter offer where we're going to build from and build out from. SOC Essentials is definitely critical for establishing that foundation. A lot of good stuff coming along with partners. Since I manage the partners, I'm kind of keen on who we get involved with and how we work with them to build out value and focus on our overall cloud security strategy. Mike, you want to talk about SOC Essentials? >> Yeah, well, no, I mean, I think at Capgemini, we really say cybersecurity is part of our DNA and so as we look at what we do in the cloud, you'll find that security has always been an underpinning to a lot of what we deliver, whether it's on the DevSecOps services, migration services, stuff like that. But what we're really trying to do is be intentional about how we approach the security piece of the cloud in different ways, right? Traditional infrastructure, you mentioned the totality of security vendors here and at re:Inforce. We're really seeing that you have to approach it differently. So we're bringing together the right partners. We're using what's part of our DNA to really be able to drive the next generation of security inside those clouds for our clients and customers. So as Anne was talking about, we have a new service called the Capgemini Cloud SOC Essentials, and we've really brought our partners to bear, in this case Trend Micro, really bringing a lot of their intelligence and building off of what they do so that we can help customers. Services can be pretty expensive, right, when you go for the high end, or if you have to try to run one yourself, there's a lot of time, I think you mentioned earlier, right, the people's benches. It's really hard to have a really good cybersecurity people in those smaller businesses. So what we're trying to do is we're really trying to help companies, whether you're the really big buyers of the world or some of the smaller ones, right? We want to be able to give you the visibility and ability to deliver to your customers securely. So that's how we're approaching security now and we're cloud SOC Essentials, the new thing that we're announcing while we were here is really driving out of. >> When I came out of re:Invent, when you do these events, you get this Kool-Aid injection and after a while you're like hm, what did I learn? And one of the things that struck me in talking to people is you've got the shared responsibility model that the cloud has sort of created and I know there's complexities across cloud but let's just keep it at cloud generically for a moment. And then you've got the CISO, the AppDev, AppSecDev group is being asked to do a lot. They're kind of being dragged into security that's really not their wheelhouse and then you've got audit which is like the last line of defense. And so one of the things that struck me at re:Inforce is like, okay, Amazon, great job for their portion of the shared responsibility model but I didn't hear a lot in terms of making the CISO's life easier and I'm guessing that's where you guys come in. I wonder if you could talk about that trend, that conceptual layers that I just laid out and where you guys fit. >> Mike: Sure, so I think first and foremost, I always go back to a quote from, I think it's attributed to Peter Drucker, whether that's right or wrong, who knows? But culture eats strategy for breakfast, right? And I think what we've seen in our conversations with whether you're talking to the CISO, the application team, the AppDev team, wherever throughout the organization, we really see that culture is what's going to drive success or failure of security in the org, and so what we do is we really do bring that totality of perspective. We're not just cloud, not just security, not just AppDev. We can really bring across the totality of the Capgemini estate. So that when we go, and you're right, a CISO says, I'm having a hard time getting the app people to deliver what I need. If you just come from a security perspective, you're right, that's what's going to happen. So what we try to do is so, we've got a great DevSecOps service, for example in the cloud where we do that. We bring all the perspectives together, how do we align KPIs? That's a big problem, I think, for what you're seeing, making CISO's lives easier, is about making sure that the app team KPIs are aligned with the CISO's but also the CISO's KPIs are aligned with the app teams. And by doing that, we have had really great success in a number of organizations by giving them the tools then and the people on our side to be able to make those alignments at the business level, to drive the right business outcome, to drive the right security outcome, the right application outcome. That's where I think we've really come to play. >> Absolutely, and I will say from a partnering perspective, what's key in supporting that strategy is we will learn from our partners, we lean on our partners to understand what the trends they're seeing and where they're having an impact with regards to supporting the CISO and supporting the overall security strategy within a company. I mean, they're on the cutting edge. We do a lot to track their technology roadmaps. We do a lot to track how they build their buyer personas and what issues they're dealing with and what issues they're prepared to deal with regards to where they're investing and who's investing in them. A lot of strategy around which partner to bring in and support, how we're going to address the challenges, the CISO and the IT teams are having to kind of support that overall. Security is a part of everything, DNA kind of strategy. >> Yeah, do you have a favorite example, Anne, of a partner that came in with Capgemini, helped a customer really be able to do what Capgemini is doing and that is, have cybersecurity be actually part of their DNA when there's so many challenges, the skills gap. Any favorite example that really you think articulates how you're able to enable organizations to achieve just that? >> Anne: Well, actually the SOC Essentials offering that we're rolling out is a prime example of that. I mean, we work very, very closely with Trend on all fronts with regards to developing it. It's one of those completely collaborative from day one to going to the customer and that it's almost that seamless connectivity and just partnering at such a strategic level is a great example of how it's done right, and when it's done right, how successful it can be. >> Dave: Why Trend Micro? Because I mean, I'm sure you've seen, I think that's Optiv, has the eye test with all the tools and you talk to CISOs, they're like really trying to consolidate those tools. So I presume there's a portfolio play there, but tell us, tell the audience a little bit more about why Trend Micro and I mean your branding with them, why those guys? >> Well, it goes towards the technology, of course, and all the development they've done and their position within AWS and how they address assuring security for our clients who are moving onto and running their estates on AWS. There's such a long heritage with regards to their technology platform and what they've developed, that deep experience, that kind of the strength of the technology because of the longevity they've had and where they sit within their domain. I try to call partners out by their domain and their area of expertise is part of the reason, I mean. >> Yeah, I think another big part of it is Gartner is expecting, I think they published this out in the next three years, we expect to see another consolidation both inside of the enterprises as well as, I look back a couple years, when Palo Alto went on a very nice spending spree, right? And put together a lot of really great companies that built their Prisma platform. So what I think one of the reasons we picked Trend in this particular case is as we look forward for our customers and our clients, not just having point solutions, right? This isn't just about endpoint protection, this isn't just about security posture management. This is really who can take the totality of the customer's problems and deliver on the right outcomes from a single platform, and so when we look at companies like Trend, like Palo, some of the bigger partners for us, that's where we try to focus. They're definitely best in breed and we bring those to our customers too for certain things. But as we look to the future, I think really finding those partners that are going to be able to solve a swath of problems at the right price point for their customers, that is where I think we see the industry moving. >> Dave: And maybe be around as an independent company. Was that a factor as well? I mean, you see Thoma Bravo buying up all his hiring companies and right, so, and maybe they're trying to create something that could be competitive, but you're saying Trend Micros there, so. >> Well I think as Anne mentioned, the 30 year heritage, I think, of Trend Micro really driving this and I've done work with them in various past things. There's also a big part of just the people you like, the people that are good to work with, that are really trying to be customer obsessed, going back right, at an AWS event, the ones that get the cloud tend to be able to follow those Amazon LPs as well, right, just kind of naturally, and so I think when you look at the Trend Micros of the world, that's where that kind of cloud native piece comes out and I like working with that. >> In this environment, the macro environment, lets talk a bit, earning season, it's really mixed. I mean you're seeing some really good earnings, some mixed earnings, some good earnings with cautious guidance. So nobody really (indistinct), and it was for a period time there was a thinking that security was non-discretionary and it's clearly non-discretionary, but the CISO, she or he, doesn't have unlimited budgets, right? So what are you seeing in terms of how are customers dealing with this challenging macro environment? Is it through tools consolidation? Is that a play that's going on? What are you seeing in the customer base? >> Anne: I see ways, and we're working through this right now where we're actually weaving cybersecurity in at the very beginning of how we're designing offers across our entire offer portfolio, not just the cybersecurity business. So taking that approach in the long run will help contain costs and our hope, and we're already seeing it, is it's actually helping change the perception that security's that cost center and that final obstacle you have to get over and it's going to throw your margins off and all that sort of stuff. >> Dave: I like that, its at least is like a security cover charge. You're not getting in unless we do the security thing. >> Exactly, a security cover charge, that's what you should call it. >> Yeah. >> Like it. >> Another piece though, you mentioned earlier about making CISO's life easier, right? And I think, as Anne did a really absolutely true about building it in, not to the security stack but application developers, they want visibility they want observability, they want to do it right. They want CI/CD pipeline that can give them confidence in their security. So should the CISO have a budget issue, right? And they can't necessarily afford, but the application team as they're looking at what products they want to purchase, can I get a SaaS or a DaaS, right? The static or dynamic application security testing in my product up front and if the app team buys into that methodology, the CISO convinces them, yes, this is important. Now I've got two budgets to pull from, and in the end I end up with a cheaper, a lower cost of a service. So I think that's another way that we see with like DevSecOps and a few other services, that building in on day one that you mentioned. >> Lisa: Yeah. >> Getting both teams involved. >> Dave: That's interesting, Mike, because that's the alignment that you were talking about earlier in the KPIs and you're not a tech vendor saying, buy my product, you guys have deep consultancy backgrounds. >> Anne: And the customer appreciates that. >> Yeah. >> Anne: They see us as looking out for their best interest when we're trying to support them and help them and bringing it to the table at the very beginning as something that is there and we're conscientious of, just helps them in the long run and I think, they're seeing that, they appreciate that. >> Dave: Yeah, you can bring best practice around measurements, alignment, business process, stuff like that. Maybe even some industry expertise which you're not typically going to get from a product company. >> Well, one thing you just mentioned that I love talking about with Capgemini is the industry expertise, right? So when you look at systems integrators, there are a lot of really, really good ones. To say otherwise would be foolish. But Capgemini with our acquisition of Altran, a couple years ago, I think think it was, right? How many other GSIs or SIs are actually building silicon for IoT chips? So IoT's huge right now, the intelligent industry moving forward is going to drive a lot of those business outcomes that people are looking for. Who else can say we've built an autonomous vehicle, Capgemini can. Who can say that we've built the IoT devices from the ground up? We know not just how to integrate them into AWS, into the IoT services in the cloud, but to build and have that secure development for the firmware and all and that's where I think our customers really look to us as being those industry experts and being able to bring that totality of our business to bear for what they need to do to achieve their objectives to deliver to their customer. >> Dave: That's interesting. I mean, using silicon as a differentiator to drive a lot of business outcomes and security. >> Mike: Absolutely. >> I mean you see what Amazon's doing in silicon, Look at Apple. Look at what Tesla's doing with silicon. >> Dave: That's where you're seeing a lot of people start focusing 'cause not everybody can do it. >> Yeah. >> It's hard. >> Right. >> It's hard. >> And you'll see some interesting announcements from us and some interesting information and trends that we'll be driving because of where we're placed and what we have going around security and intelligent industry overall. We have a lot of investment going on there right now and again, from the partner perspective, it's an ecosystem of key partners that collectively work together to kind of create a seamless security posture for an intelligent industry initiative with these companies that we're working with. >> So last question, probably toughest question, and that's to give us a 30 second like elevator pitch or a billboard and I'm going to ask you, Anne, specifically about the SOC Essentials program powered by Trend Micro. Why should organizations look to that? >> Organizations should move to it or work with us on it because we have the expertise, we have the width and breadth to help them fill the gaps, be those eyes, be that team, the police behind it all, so to speak, and be the team behind them to make sure we're giving them the right information they need to actually act effectively on maintaining their security posture. >> Nice and then last question for you, Mike is that billboard, why should organizations in any industry work with Capgemini to help become an intelligent industrial player. >> Mike: Sure, so if you look at our board up top, right, we've got our tagline that says, "get the future you want." And that's what you're going to get with Capgemini. It's not just about selling a service, it's not just about what partners' right in reselling. We don't want that to be why you come to us. You, as a company have a vision and we will help you achieve that vision in a way that nobody else can because of our depth, because of the breadth that we have that's very hard to replicate. >> Awesome guys, that was great answers. Mike, Anne, thank you for spending some time with Dave and me on the program today talking about what's new with Capgemini. We'll be following this space. >> All right, thank you very much. >> For our guests and for Dave Vellante, I'm Lisa Martin, you're watching theCUBE, the leader in live enterprise and emerging tech coverage. (gentle light music)

Published Date : Dec 1 2022

SUMMARY :

but it's packed in the expo center. is the number one topic the Director of Cybersecurity Normally on the last and around the totality of this expo floor in the waves in the cloud is the kind of the starter offer and ability to deliver to that the cloud has sort of created and the people on our side and supporting the and that is, have cybersecurity and that it's almost that has the eye test with all the tools and all the development they've done and deliver on the right and maybe they're trying the people that are good to work with, but the CISO, she or he, and it's going to throw your margins off Dave: I like that, that's what you should call it. and in the end I end up with a cheaper, about earlier in the KPIs Anne: And the customer and bringing it to the to get from a product company. and being able to bring to drive a lot of business Look at what Tesla's doing with silicon. Dave: That's where you're and again, from the partner perspective, and that's to give us a 30 and be the team behind them is that billboard, why because of the breadth that we have Awesome guys, that was great answers. the leader in live enterprise

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Ajay Singh, Zebrium & Michael Nappi, ScienceLogic | AWS re:Invent 2022


 

(upbeat music) >> Good afternoon, fellow cloud nerds, and welcome back to theCUBE's live coverage of AWS re:Invent, here in a fabulous Sin City, Las Vegas, Nevada. My name is Savannah Peterson, joined by my fabulous co-host, John Furrier. John, how you feeling? >> Great, feeling good Just getting going. Day one of four more, three more days after today. >> Woo! Yeah. >> So much conversation. Talking about business transformation as cloud goes next level- >> Hot topic here for sure. >> Next generation. Data's classic is still around, but the next gen cloud's here, it's changing the game. Lot more AI, machine learning, a lot more business value. I think it's going to be exciting. Next segment's going to be awesome. >> It feels like one of those years where there's just a ton of momentum. I don't think it's just because we're back in person at scale, you can see the literally thousands of people behind us while we're here on set conducting these interviews. Our bold and brave guests, just like the two we have here, combating the noise, the libations, and everything else going on on the show floor. Please help me welcome Mike from Science Logic and Ajay from Zebrium. Gentlemen, welcome to the show floor. >> Thank you. >> Thank you Savannah. It's great to be here. >> How you feeling? Are you feeling the buzz, Mike? Feeling the energy? >> It's tough to not feel and hear the buzz, Savannah >> Savannah: Yeah. (all laughing) >> John: Can you hear me? >> Savannah: Yeah, yeah, yeah. Can you hear me now? What about you, Ajay? How's it feel to be here? >> Yeah, this is high energy. I'm really happy it's bounced back from COVID. I was a little concerned about attendance. This is hopping. >> Yeah, I feel it. It just, you can definitely feel the energy, the sense of community. We're all here for the right reasons. So I know that, I want to set the stage for everyone watching, Zebrium was recently acquired by Science Logic. Mike, can you tell us a little bit about that and what it means for the company? >> Mike: Sure, sure. Well, first of all, science logic, as you may know, has been in the monitoring space for a long time now, and what- >> Savannah: 20 years I believe. >> Yeah. >> Savannah: Just about. >> And what we've seen is a shift from kind of monitoring infrastructure, to monitoring these increasingly complex modern cloud native applications, right? And so this is part of a journey that we've been on at Science Logic to really modernize how enterprises of all sizes manage their IT estate. Okay? So, managing, now workloads that are increasingly in the public cloud, outside the four walls of the enterprise, workloads that are increasingly complex. They're microservices based, they're container based. >> Mhmm. >> Mike: And the rate of change, just because of things like CICD, and agile development has also increased the complexity in the typical IT environment. So all these things have conspired to make the traditional tools and processes of managing IT and IT applications much more difficult. They just don't scale. One of the things that we've seen recently, Savannah is this shift in sort of moving to cloud native applications, right? >> Huge shift. >> Mike: Today it only incorporates about roughly 25% of the typical IT portfolio, but most of the projections we've seen indicate that that's going to invert in about three years. 75% of applications will be what I call cloud native. And so this really requires different technologies to understand what's going on with those applications. And so Zebrium interested us when we were looking at partners at the beginning of this year as they have a super innovative approach to understanding really what's going on with any cloud native application. And they really distill, they separate the complexity out of the equation and they used machine learning to tremendous effect to rapidly understand the root cause of an application failure. And so I was introduced to Ajay, beginning of this year, actually. It feels like it's been a long time now. But we've been on this journey together throughout 2022, and we're thrilled to have Zebrium now, part of the Science Logic family. >> Ajay, Zebrium saves people a lot of time. Obviously, I've worked with developers and seen that struggle when things break, shortening that time to recovery and understanding is so critical. Can you tell us a little bit about what's under the hood and how the ML works to make that happen? >> Ajay: Yeah. So the goal is to figure out not just that something went wrong, but what went wrong. >> Savannah: Right. >> And we took, you know, based on a couple of decades of experience from my co-founders- >> Savannah: Casual couple of decades, came into went into this product just to call that out. Yeah, great. >> Exactly. It took some general learnings about the nature of software and when software breaks, what tends to happen, you tend to see unusual things happen, and they lead to bad things happening. It's very simple. >> Yes. >> It turns out- >> Savannah: Mutations lead to bad things happening, generally speaking. >> So what Zebrium's really good at is identifying those rare things accurately and then figuring out how they connect, or correlate to the bad things, the errors, the warnings, the alerts. So the machine learning has many stages to it, but at its heart it's classifying the event, catalog of any application stack, figuring out what's rare, and when things start to break it's telling you this cluster of events is both unusual, and unlikely to be random, and it's very likely the root cause report for the problem you're trying to solve. We then added some nice enhancements, such as correlation with knowledge spaces in, on the public internet. If someone's ever solved that problem before, we're able to find a match, and pull that back into our platform. But the at the heart, it was a technology that can find rare events and find the connections with other events. >> John: Yeah, and this is the theme of re:Invent this year, data, the role of data, solving end-to-end complexities. One, you mentioned that. Two, I think the Mike, your point about developers and the CICD pipeline is where DevOps is. That is what IT now is. So, if you take digital transformation to its conclusion, or its path and continue it, IT is DevOps. So the developers are actually doing the IT in their coding, hence the shift to autonomous IT. >> Mike: Right, right. Now, those other functions at IT used to be a department, not anymore, or they still are, so, but they'll go away, is security and data teams. You're starting to see the formation of- >> Mike: Yep. >> New replacements to IT as a function to support the developers who are building the applications that will be the company. >> That's right. Yeah. >> John: I mean that's, and do you agree with that statement? >> Yeah, I really do. And you know, collectively independent of whether it's like traditional IT, or it's DevOps, or whatever it is, the enterprise as a whole needs to understand how the infrastructure is deployed, the health of that infrastructure, and more importantly the applications that are hosted in the infrastructure. How are they doing? What's the health? And what we are seeing, and what we're trying to facilitate at Science Logic is really changed the lens of IT, from being low level compute, storage, and networking, to looking at everything through a services lens, looking at the services being delivered by IT, back to the business, and understanding things through a services lens. And Zebrium really compliments that mission that we've been on, by providing, cause a lot of cases, service equal equal application, and they can provide that kind of very real time view of service health in, you know, kind of the IT- >> And automation is beautiful there too, because, as you get into some of the scale- >> Yeah >> Ajay's. understanding how to do this fast is a key component. >> Yeah. So scale, you, you've pinpointed one of the dimensions that makes AI really important when it comes to troubleshooting. The humans just can't scale as fast as data, nor can they keep up with complexity of modern applications. And the third element that we feel is really important is the velocity with which people are now rolling out changes. People develop new features within hours, push them out to production. And in a world like that, the human has just no ability or time to understand what's normal, what's bad, to update their alert rules. And you need a machine, or an AI technology, to go help you with that. And that's basically what we're about. >> So this is where AI Ops comes in, right? Perfectly. Yeah. >> Yeah. You know, and John started to allude to it earlier, but having the insight on what's going on, we believe is only half of the equation, right? Once you understand what's going on, you naturally want to take action to remediate it or optimize it. And we believe automation should not be an exercise that's left to the reader. >> Yeah. >> As a lot of traditional platforms have done. Instead, we have a very robust, no-code, low-code automation built into our platform that allows you to take action in context with what you're seeing right then and there with the service. >> John: Yeah. Essentially monitoring, a term you use observability, some used as a fancy word today, is critical in all operating environments. So if we, if we kind of holistically, hey we're a distributed computing system, aka cloud, you got to track stuff at scale and you got to understand what it, what the impact is from a systems perspective. There's consequences to understanding what goes wrong. So as you look at that, what's the challenge for customers to do that? Because that seems to be the hard part as they lift and shift to the cloud, run their apps on the cloud, now they got to go take it to the next level, which is more developer velocity, faster productivity, and secure. >> Yeah. >> I mean, that seems to be the table stakes now. >> Yeah. >> How are companies forming around that? Are they there yet? Are they halfway there? Are they, where are they in the progression of, one, are they changing? And if so- >> Yeah that's a great question. I mean, I think whether it's an IT use case or a security use case, you can't manage what you don't know about. So visibility, discoverability, understanding what's going on, in a lot of ways that's the really hard problem to solve. And traditionally, we've approached that by like, harvesting data off of all these machines and devices in the infrastructure. But as we've seen with Zebrium and with related machine learning technologies, there's multiple ways of gaining insight as to what's going on. Once you have the insight be it an IT issue, like a service outage, or a security vulnerability, then you can take action. And the idea is you want to make that action as seamless as possible. But I think to answer your question, John, enterprises are still kind of getting their heads around how can we break down all the silos that have built up over the last decade or two, internally, and get visibility across the estate that really matters. And I think that's the real challenge. >> And I mean, and, at the velocity that applications are growing, just looking at our notes here, number of applications scaling from 64 million in 2017 to 147 million in 2021. That goes to what you were talking about, even with those other metrics earlier, 582 million by 2026 is what Morgan Stanley predicts. So, not only do we need to get out of silos we need to be able to see everything all the time, all at once, from the past legacy, as well as as we extend at scale. How are you thinking about that, Ajay? You're now with a big partner as an umbrella. What's next for you all? How, how are you going to help people solve problems faster? >> Yeah, so one of the attractions to the Zebrium team about Science Logic, aside from the team, and the culture, was the product portfolio was so complimentary. As Mike mentioned, you need visibility, you need mapping from low level building blocks to business services. And the end, at the end of the spectrum, once you know something's wrong you need to be able to take action automatically. And again, Science Logic has a very strong product, set of product capabilities and automated actions. What we bring to the table is the middle layer, which is from visibility, understanding what went wrong, figuring out the root cause. So to us, it was really exciting to be a very nice tuck in into this broader platform where we helped complete the story. >> Savannah: Yeah, that's, that's exciting. >> John: Should we do the Insta challenge? >> I was just getting ready to do that. You go for it John. You go ahead and kick it off. >> So we have this little tradition now, Instagram real, short and sweet. If you were going to see yourself on Instagram, what would be the Instagram reel of why this year's re:Invent is so important, and why people should pay attention to what's going on right now in the industry, or your company? >> Well, I think partly what Ajay was saying it's good to be back, right? So seeing just the energy and being back in 3D, you know en mass, is awesome again. It really is. >> Yeah. >> Mike: But, you know, I think this is where it's happening. We are at an inflection point of our industry and we're seeing a sea change in the way that applications and software delivered to businesses, to enterprises. And it's happening right here. This is the nexus of it. And so we're thrilled to be here as a part of all this, and excited about the future. >> All right, Ajay- >> Well done. He passes >> Your Instagram reel. >> Knowing what's happening in the broader economy, in the business context, it's, it feels even more important that companies like us are working on technologies that empower the same number of people to do more. Because it may not be realistic to just add on more headcount given what's going on in the world. But your deliverables and your roadmaps aren't slowing down. So, still the same amount of complexity, the same growth rates, but you're going to have to deal with all of that with fewer resources and be smarter about it. So, the approaches we're taking feel very much off the moment, you know, given what's going on in the real world. >> I love it. I love it. I've got, I've got kind of a finger to the wind, potentially hardball question for you here to close it out. But, given that you both have your finger really on the pulse right here, what percentage of current IT operations do you think will eventually be automated by AI and ML? Or AI ops? >> Well, I think a large percentage of traditional IT operations, and I'm talking about, you know, network operating center type of, you know, checking heartbeat monitors of compute storage and networking health. I think a lot of those things are going to be automated, right? Machine learning, just because of the scale. You can't scale, you can't hire enough NOC engineers to scale that kind of complexity. But I think IT talents, and what they're going to be focusing on is going shift, and they're going to be focusing on different parts. And I believe a lot of IT is going to be a much more of an enabler for the business, versus just managing things when they go wrong. So that's- >> All right. >> That's what I believe is part of the change. >> That's your, all right Ajay what about your hot take? >> Knowing how error-prone predictions are, (all laughing) I'll caveat my with- >> Savannah: We're allowing for human error here. >> I could be wildly wrong, but if I had to guess, you know, in 10 years you know, as much as 50% of the tasks will be automated. >> Mike: Oh, you- >> I love it. >> Mike: You threw a number out there. >> I love it. I love that he put his finger out- >> You got to see, you got to say the matrix. We're all going to be part of the matrix. >> Well, you know- >> And Star Trek- >> Skynet >> We can only turn back to this footage in a few years and quote you exactly when you have the, you know Mackenzie Research or the Morgan Stanley research that we've been mentioning here tonight and say that you've called it accurately. So I appreciate that. Ajay, it was wonderful to have you here. Congratulations on the acquisition. Thank you. Mike, thank you so much for being here on the Science Logic side, and congratulations to the team on 20 years. That's very exciting. John. Thank you. >> I try, I tried. Thank you. >> You try, you succeed. And thank you to all of our fabulous viewers out there at home. Be sure and tweet us at theCUBE. Say hello, Furrier, Sav is savvy. Let us know what you're thinking of AWS re:Invent where we are live from Las Vegas all week. You're watching theCUBE, the leader in high tech coverage. My name's Savannah Peterson, and we'll see you soon. (upbeat music)

Published Date : Nov 29 2022

SUMMARY :

John, how you feeling? Day one of four more, Yeah. So much conversation. I think it's going to be exciting. just like the two we have here, It's great to be here. Savannah: Yeah. How's it feel to be here? I was a little concerned about attendance. We're all here for the right reasons. has been in the monitoring space in the public cloud, One of the things that we've but most of the projections we've seen and how the ML works to make that happen? So the goal is to figure out just to call that out. and they lead to bad things happening. to bad things happening, and find the connections hence the shift to autonomous IT. You're starting to see the formation of- the developers who are Yeah. and more importantly the applications how to do this fast And the third element that So this is where AI of the equation, right? that allows you to take action and you got to understand what it, I mean, that seems to And the idea is you That goes to what you were talking about, And the end, at the end of the spectrum, Savannah: Yeah, I was just getting ready to do that. If you were going to see So seeing just the energy This is the nexus of it. that empower the same of a finger to the wind, and they're going to be is part of the change. Savannah: We're allowing you know, as much as 50% of the tasks I love that You got to see, you and congratulations to I try, I tried. and we'll see you soon.

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(bright music) >> Okay, we're back. With Jeff and Travis Vigil to dig deeper into the news. Guys, again, good to see you. Travis, if you could, maybe before we get into the news, can you set the business context for us? What's going on out there? >> Yeah, thanks for that question, Dave. To set a little bit of the context when you look at the data protection market, Dell has been a leader in providing solutions to customers for going on nearly two decades now. We have tens of thousands of people using our appliances. We have multiple thousands of people using our latest, modern, simple power protect data manager software. And as Jeff mentioned, we have, you know, 1700 customers protecting 14 exabytes of data in the public clouds today. And that foundation gives us a unique vantage point. We talked to a lot of customers. And they're really telling us three things. They want simple solutions, they want us to help them modernize, and they want us as the highest priority, maintain that high degree of resiliency that they expect from our data protection solutions. So that's the backdrop to the news today. And as we go through the news, I think you'll agree that each of these announcements deliver on those pillars. And in particular, today we're announcing the PowerProtect Data Manager Appliance. We are announcing PowerProtect Cyber Recovery enhancements, and we are announcing enhancements to our APEX data storage services. >> Okay, so three pieces, let's dig to that. It's interesting appliance, everybody wants software but then you talk to customers and they're like, "Well, we actually want appliances because we just want to put it in and it works, and performs great." So what do we need to know about the appliance? What's the news there? >> Well, you know, part of the reason I gave you some of those stats to begin with is, that we have this strong foundation of experience, but also intellectual property. Components that we've taken, that have been battle tested in the market. And we've put them together in a new simple, integrated appliance that really combines the best of the target appliance capabilities, we have with that modern, simple software. And we've integrated it from the, you know, sort of taking all of those pieces, putting them together in a simple, easy-to-use and easy-to-scale interface for customers. >> So the premise that I've been putting forth for, you know, months now, probably well over a year, is that data protection is becoming an extension of your cybersecurity strategies. So I'm interested in your perspective on Cyber Recovery, your specific news that you have there? >> Yeah, you know, we are in addition to simplifying things via the appliance. We are providing solutions for customers no matter where they're deploying. And Cyber Recovery, especially, when it comes to cloud deployments, it's an increasing area of interest and deployment that we see with our customers. So what we're announcing today is that we're expanding our Cyber Recovery services to be available in Google Cloud. With this announcement, it means we're available in all three of the major Clouds. And it really provides customers the flexibility to cure their data no matter if they're running, you know, on premises, in a Colo, at the edge in the public cloud. And the other nice thing about this announcement is that you have the ability to use Google Cloud as a Cyber Recovery vault. That really allows customers to isolate critical data and they can recover that critical data from the vault back to on-premises or from that vault back to running their cyber protection, or their data protection solutions in the public cloud. >> I always involve my favorite Matt Baker here, It's not a zero-sum game, but this is a perfect example where there's opportunities for a company like Dell to partner with the public cloud provider. You've got capabilities that don't exist there. You've got the on-prem capabilities. We could talk about Edge all day, but that's a different topic. Okay so my other question, Travis, is how does this all fit into APEX? We hear a lot about APEX as a service it's sort of the new hot thing. What's happening there? What's the news around APEX? >> Yeah, we've seen incredible momentum with our APEX Solutions, since we introduced data protection options into them earlier this year. And we're really building on that momentum with this announcement being, you know, providing solutions that allow customers to consume flexibly. And so what we're announcing specifically is, that we're expanding APEX Data Storage Services to include a data protection option. And it's like with all APEX offers, it's a pay-as-you go solution. Really streamlines the process of customers purchasing, deploying, maintaining and managing their backup software. All a customer really needs to do is, you know, specify their base capacity, they specify their performance tier, they tell us do they want a one-year term, or a three-year term? And we take it from there. We get them up and running, so they can start deploying and consuming flexibly. And as with many of our APEX solutions, it's a simple user experience all exposed through a unified APEX console. >> Okay, so you're keeping a simple, like, I think large, medium, small, you know, we hear a lot about T-shirt sizes. I'm a big fan of that 'cause you guys should be smart enough to figure out, you know, based on my workload, what I need. How different is this? I wonder if you guys could address this, Jeff, maybe you can- >> So, I'll start and then, pitch me, you know, Travis, you jump in when I screw up here so... >> Awesome. >> So first I'd say we offer innovative Multi-cloud data protection solutions. We provide that deliver performance, efficiency and scale that our customers demand and require. We support as Travis at all the major public clouds. We have a broad ecosystem of workload support and I guess the great news is we're up to 80% more cost effective than any of the competition. >> 80%? >> 80%. >> That's a big number. Travis, what's your point of view on this? >> Yeah, I think number one, end-to-end data protection. We, we are that one stop shop that I talked about. Whether it's a simplified appliance, whether it's deployed in the cloud, whether it's at the edge, whether it's integrated appliances, target appliances, software we have solutions that span the gamut as a service. I mentioned the APEX solution as well. So really we can provide solutions that helps support customers and protect them, any workload, any cloud, anywhere that data lives, Edge core to cloud. The other thing that we're here, as a big differentiator for Dell and Jeff touched on this a little bit earlier, is our intelligent cyber resiliency. We have a unique combination in the market where we can offer immutability or protection against deletion as sort of that first line of defense. But we can also offer a second level of defense which is isolation, talking about data vaults or cyber vaults and Cyber Recovery. And more importantly, the intelligence that goes around that vault. It can look at detecting cyber-attacks, it can help customer speed time to recovery and really provides AI and ML to help early diagnosis of a cyber-attack and fast recovery should a cyber-attack occur. And you know, if you look at customer adoption of that solution specifically in the clouds, we have over 1300 customers utilizing PowerProtect Cyber Recovery. >> So I think it's fair to say that your, I mean your portfolio has obviously been a big differentiator whenever I talk to, you know your finance team, Michael Dell, et cetera that an end-to-end capability that that your ability to manage throughout the supply chain. We actually just did an event recently with you guys where you went into what you're doing to make infrastructure trusted. And so my take on that is, in a lot of respects, you're shifting, you know, the client's burden to your R&D, and now, they have a lot of work to do, so it's not like they can go home and just relax, but that's a key part of the partnership that I see. Jeff, I wonder if you could give us the final thoughts. >> Sure, Dell has a long history of being a trusted partner within IT, right? So we have unmatched capabilities, going back to your point, we have the broadest portfolio, we have, you know, we're a leader in every category that we participate and we have a broad deep breadth of portfolio. We have scale, we have innovation that is just unmatched. Within data protection itself, we have the trusted market leader, no if and or buts. We're a number one for both data protection software in appliances per IDC. And we were just named, for the 17th consecutive time the leader in the Gartner Magic Quadrant. So bottom line is customers can count on Dell. >> Yeah. And I think again, we're seeing the evolution of data protection. It's not like the last 10 years, it's really becoming an adjacency and really a key component of your cyber strategy. I think those two parts of the organization are coming together. So guys, really appreciate your time. Thanks for (indistinct). >> Thank you, sir. Thanks, Travis, good to see you. All right, in a moment, I'm going to come right back and summarize what we learned today, what actions you can take for your business. You're watching "The Future of Multicloud Data Protection" made possible by Dell and collaboration with the Cube, your leader in enterprise and emerging tech coverage, right back. (upbeat music) >> In our data driven world. Protecting data has never been more critical, to guard against everything from cyber incidents to unplanned outages. You need a cyber resilient multi-cloud data protection strategy. >> It's not a matter of if you're going to get hacked, it's a matter of when. And I want to know that I can recover and continue to recover each day. >> It is important to have a cyber security and a cyber resiliency plan in place, because the threat of cyber-attack are imminent. >> PowerProtects Data manager from Dell Technologies helps deliver the data protection and security confidence you would expect from a trusted we chose PowerProtect Data Manager because we've been on strategic partner with Dell Technologies, for roughly 20 years now. Our partnership with Dell Technologies has provided us with the ability to scale, and grow as we've transition from 10 billion in assets to 20 billion. >> With PowerProtect Data Manager, you can enjoy exceptional ease of use to increase your efficiency and reduce costs. >> Got installed it by myself, learn it by myself, with very intuitive >> While restoring a machine with PowerProtect Data Manager is fast. We can fully manage PowerProtect through the center. We can recover a whole machine in seconds. >> Data Manager offers innovation such as Transparent Snapshots to simplify virtual machine backups and it goes beyond backup and restore to provide valuable insights and to protected data, workloads and VMs. >> In our previous environment, it would take anywhere from three to six hours a night to do a single backup of each VM. Now we're backing up hourly and it takes two to three seconds with the Transparent Snapshots. >> With PowerProtect's Data Manager, you get the peace of mind knowing that your data is safe and available whenever you need it. >> Data is extreme important. We can't afford to lose any data. We need things just to work. >> Start your journey to modern data protection with Dell PowerProtect Data Manager. Visit dell.com/powerprotectdatamanager. >> We put forth the premise in our introduction that the worlds of data protection and cyber security must be more integrated. We said that data recovery strategies have to be built into security practices and procedures and by default, this should include modern hardware and software. Now in addition, to reviewing some of the challenges that customers face, which have been pretty well documented, we heard about new products that Dell Technologies is bringing to the marketplace. Specifically, address these customer concerns. There were three that we talked about today. First, the PowerProtect Data Manager Appliance, which is an integrated system. Taking advantage of Dell's history in data protection but adding new capabilities. And I want to come back to that in a moment. Second is Dell's PowerProtect Cyber Recovery for Google Cloud platform. This rounds out the big three public cloud providers for Dell, which joins AWS and Azure support. Now finally, Dell has made its target backup appliances available in APEX. You might recall earlier this year, we saw the introduction from Dell of APEX backup services. And then in May at Dell Technologies World, we heard about the introduction of APEX Cyber Recovery Services. And today, Dell is making its most popular backup appliances available in APEX. Now I want to come back to the PowerProtect Data Manager Appliance because it's a new integrated appliance. And I asked Dell off camera, really, what is so special about these new systems and what's really different from the competition because look, everyone offers some kind of integrated appliance. So I heard a number of items Dell talked about simplicity and efficiency and containers and Kubernetes. So I kind of kept pushing and got to what I think is the heart of the matter in two really important areas. One is simplicity. Dell claims that customers can deploy the system in half the time relative to the competition. So we're talking minutes to deploy and of course, that's going to lead to much simpler management. And the second real difference I heard, was backup and restore performance for VMware workloads. In particular, Dell has developed transparent snapshot capabilities to fundamentally change the way VMs are protected which leads to faster backup and restores with less impact on virtual infrastructure. Dell believes this new development is unique in the market, and claims that in its benchmarks, the new appliance was able to back up 500 virtual machines in 47% less time compared to a leading competitor. Now this is based on Dell benchmarks so hopefully these are things that you can explore in more detail with Dell to see if and how they apply to your business. So if you want more information go to the Data Protection page at Dell.com. You can find that at dell.com/dataprotection. And all the content here and all the videos are available on demand at thecube.net. Check out our series, on the blueprint for trusted infrastructure it's related and has some additional information. And go to siliconangle.com for all the news and analysis related to these and other announcements. This is Dave Vellante. Thanks for watching "The Future of Multi-cloud Protection." Made possible by Dell in collaboration with the Cube your leader in enterprise and emerging tech coverage. (upbeat music)

Published Date : Nov 17 2022

SUMMARY :

to dig deeper into the news. So that's the backdrop to the news today. let's dig to that. stats to begin with is, So the premise that I've been is that you have the to partner with the public cloud provider. needs to do is, you know, to figure out, you know, based pitch me, you know, Travis, and scale that our customers Travis, what's your point of view on this? And you know, if you So I think it's fair to say that your, going back to your point, we of the organization Thanks, Travis, good to see you. to guard against everything and continue to recover each day. It is important to from 10 billion in assets to 20 billion. to increase your efficiency We can fully manage and to protected data, workloads and VMs. three to six hours a night and available whenever you need it. We need things just to work. with Dell PowerProtect Data Manager. and got to what I think is the heart

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Dell Technologies |The Future of Multicloud Data Protection is Here 11-14


 

>>Prior to the pandemic, organizations were largely optimized for efficiency as the best path to bottom line profits. Many CIOs tell the cube privately that they were caught off guard by the degree to which their businesses required greater resiliency beyond their somewhat cumbersome disaster recovery processes. And the lack of that business resilience has actually cost firms because they were unable to respond to changing market forces. And certainly we've seen this dynamic with supply chain challenges and there's a little doubt. We're also seeing it in the area of cybersecurity generally, and data recovery. Specifically. Over the past 30 plus months, the rapid adoption of cloud to support remote workers and build in business resilience had the unintended consequences of expanding attack vectors, which brought an escalation of risk from cybercrime. Well, security in the public clouds is certainly world class. The result of multi-cloud has brought with it multiple shared responsibility models, multiple ways of implementing security policies across clouds and on-prem. >>And at the end of the day, more, not less complexity, but there's a positive side to this story. The good news is that public policy industry collaboration and technology innovation is moving fast to accelerate data protection and cybersecurity strategies with a focus on modernizing infrastructure, securing the digital supply chain, and very importantly, simplifying the integration of data protection and cybersecurity. Today there's heightened awareness that the world of data protection is not only an adjacency to, but it's becoming a fundamental component of cybersecurity strategies. In particular, in order to build more resilience into a business, data protection, people, technologies, and processes must be more tightly coordinated with security operations. Hello and welcome to the future of Multi-Cloud Data Protection Made Possible by Dell in collaboration with the Cube. My name is Dave Ante and I'll be your host today. In this segment, we welcome into the cube, two senior executives from Dell who will share details on new technology announcements that directly address these challenges. >>Jeff Boudreau is the president and general manager of Dell's Infrastructure Solutions Group, isg, and he's gonna share his perspectives on the market and the challenges he's hearing from customers. And we're gonna ask Jeff to double click on the messages that Dell is putting into the marketplace and give us his detailed point of view on what it means for customers. Now, Jeff is gonna be joined by Travis Vhi. Travis is the senior Vice President of product management for ISG at Dell Technologies, and he's gonna give us details on the products that are being announced today and go into the hard news. Now, we're also gonna challenge our guests to explain why Dell's approach is unique and different in the marketplace. Thanks for being with us. Let's get right into it. We're here with Jeff Padre and Travis Behill. We're gonna dig into the details about Dell's big data protection announcement. Guys, good to see you. Thanks >>For coming in. Good to see you. Thank you for having us. >>You're very welcome. Right. Let's start off, Jeff, with the high level, you know, I'd like to talk about the customer, what challenges they're facing. You're talking to customers all the time, What are they telling you? >>Sure. As you know, we do, we spend a lot of time with our customers, specifically listening, learning, understanding their use cases, their pain points within their specific environments. They tell us a lot. Notice no surprise to any of us, that data is a key theme that they talk about. It's one of their most important, important assets. They need to extract more value from that data to fuel their business models, their innovation engines, their competitive edge. So they need to make sure that that data is accessible, it's secure in its recoverable, especially in today's world with the increased cyber attacks. >>Okay. So maybe we could get into some of those, those challenges. I mean, when, when you talk about things like data sprawl, what do you mean by that? What should people know? Sure. >>So for those big three themes, I'd say, you know, you have data sprawl, which is the big one, which is all about the massive amounts of data. It's the growth of that data, which is growing at an unprecedented rates. It's the gravity of that data and the reality of the multi-cloud sprawl. So stuff is just everywhere, right? Which increases that service a tax base for cyber criminals. >>And by gravity you mean the data's there and people don't wanna move it. >>It's everywhere, right? And so when it lands someplace, I think edge, core or cloud, it's there and that's, it's something we have to help our customers with. >>Okay, so just it's nuanced cuz complexity has other layers. What are those >>Layers? Sure. When we talk to our customers, they tell us complexity is one of their big themes. And specifically it's around data complexity. We talked about that growth and gravity of the data. We talk about multi-cloud complexity and we talk about multi-cloud sprawl. So multiple vendors, multiple contracts, multiple tool chains, and none of those work together in this, you know, multi-cloud world. Then that drives their security complexity. So we talk about that increased attack surface, but this really drives a lot of operational complexity for their teams. Think about we're lack consistency through everything. So people, process, tools, all that stuff, which is really wasting time and money for our customers. >>So how does that affect the cyber strategies and the, I mean, I've often said the ciso now they have this shared responsibility model, they have to do that across multiple clouds. Every cloud has its own security policies and, and frameworks and syntax. So maybe you could double click on your perspective on that. >>Sure. I'd say the big, you know, the big challenge customers have seen, it's really inadequate cyber resiliency. And specifically they're feeling, feeling very exposed. And today as the world with cyber tax being more and more sophisticated, if something goes wrong, it is a real challenge for them to get back up and running quickly. And that's why this is such a, a big topic for CEOs and businesses around the world. >>You know, it's funny, I said this in my open, I, I think that prior to the pandemic businesses were optimized for efficiency and now they're like, wow, we have to actually put some headroom into the system to be more resilient. You know, I you hearing >>That? Yeah, we absolutely are. I mean, the customers really, they're asking us for help, right? It's one of the big things we're learning and hearing from them. And it's really about three things, one's about simplifying it, two, it is really helping them to extract more value from their data. And then the third big, big piece is ensuring their data is protected and recoverable regardless of where it is going back to that data gravity and that very, you know, the multi-cloud world just recently, I don't know if you've seen it, but the global data protected, excuse me, the global data protection index gdp. >>I, Yes. Jesus. Not to be confused with gdpr, >>Actually that was released today and confirms everything we just talked about around customer challenges, but also it highlights an importance of having a very cyber, a robust cyber resilient data protection strategy. >>Yeah, I haven't seen the latest, but I, I want to dig into it. I think this, you've done this many, many years in a row. I like to look at the, the, the time series and see how things have changed. All right. At, at a high level, Jeff, can you kind of address why Dell and from your point of view is best suited? >>Sure. So we believe there's a better way or a better approach on how to handle this. We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, for that cyber resilient multi-cloud data protection solution and needs. We take a modern, a simple and resilient approach. >>What does that mean? What, what do you mean by modern? >>Sure. So modern, we talk about our software defined architecture, right? It's really designed to meet the needs not only of today, but really into the future. And we protect data across any cloud and any workload. So we have a proven track record doing this today. We have more than 1700 customers that trust us to protect them more than 14 exabytes of their data in the cloud today. >>Okay, so you said modern, simple and resilient. What, what do you mean by simple? Sure. >>We wanna provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment to consumption to management and support. So our offers will deploy in minutes. They are easy to operate and use, and we support flexible consumption models for whatever customer may desire. So traditional subscription or as a service. >>And when you, when you talk about resilient, I mean, I, I put forth that premise, but it's hard because people say, Well, that's gonna gonna cost us more. Well, it may, but you're gonna also reduce your, your risk. So what's your point of view on resilience? >>Yeah, I think it's, it's something all customers need. So we're gonna be providing a comprehensive and resilient portfolio of cyber solutions that are secured by design. We have some ver some unique capabilities and a combination of things like built in amenability, physical and logical isolation. We have intelligence built in with AI par recovery. And just one, I guess fun fact for everybody is we have our cyber vault is the only solution in the industry that is endorsed by Sheltered Harbor that meets all the needs of the financial sector. >>So it's interesting when you think about the, the NIST framework for cybersecurity, it's all about about layers. You're sort of bringing that now to, to data protection, correct? Yeah. All right. In a minute we're gonna come back with Travis and dig into the news. We're gonna take a short break. Keep it right there. Okay. We're back with Jeff and Travis Vhi to dig deeper into the news. Guys, again, good to see you. Travis, if you could, maybe you, before we get into the news, can you set the business context for us? What's going on out there? >>Yeah, thanks for that question, Dave. To set a little bit of the context, when you look at the data protection market, Dell has been a leader in providing solutions to customers for going on nearly two decades now. We have tens of thousands of people using our appliances. We have multiple thousands of people using our latest modern simple power protect data managers software. And as Jeff mentioned, we have, you know, 1700 customers protecting 14 exabytes of data in the public clouds today. And that foundation gives us a unique vantage point. We talked to a lot of customers and they're really telling us three things. They want simple solutions, they want us to help them modernize and they want us to add as the highest priority, maintain that high degree of resiliency that they expect from our data protection solutions. So tho that's the backdrop to the news today. And, and as we go through the news, I think you'll, you'll agree that each of these announcements deliver on those pillars. And in particular today we're announcing the Power Protect data manager appliance. We are announcing power protect cyber recovery enhancements, and we are announcing enhancements to our Apex data storage >>Services. Okay, so three pieces. Let's, let's dig to that. It's interesting appliance, everybody wants software, but then you talk to customers and they're like, Well, we actually want appliances because we just wanna put it in and it works, right? It performs great. So, so what do we need to know about the appliance? What's the news there? Well, >>You know, part of the reason I gave you some of those stats to begin with is that we have this strong foundation of, of experience, but also intellectual property components that we've taken that have been battle tested in the market. And we've put them together in a new simple integrated appliance that really combines the best of the target appliance capabilities we have with that modern simple software. And we've integrated it from the, you know, sort of taking all of those pieces, putting them together in a simple, easy to use and easy to scale interface for customers. >>So the premise that I've been putting forth for, you know, months now, probably well, well over a year, is that, that that data protection is becoming an extension of your, your cybersecurity strategies. So I'm interested in your perspective on cyber recovery, you specific news that you have there. >>Yeah, you know, we, we are, in addition to simplifying things via the, the appliance, we are providing solutions for customers no matter where they're deploying. And cyber recovery, especially when it comes to cloud deployments, is an increasing area of interest and deployment that we see with our customers. So what we're announcing today is that we're expanding our cyber recovery services to be available in Google Cloud with this announcement. It means we're available in all three of the major clouds and it really provides customers the flexibility to secure their data no matter if they're running, you know, on premises in a colo at the edge in the public cloud. And the other nice thing about this, this announcement is that you have the ability to use Google Cloud as a cyber recovery vault that really allows customers to isolate critical data and they can recover that critical data from the vault back to on premises or from that vault back to running their cyber cyber protection or their data protection solutions in the public cloud. >>I always invoke my, my favorite Matt Baker here. It's not a zero sum game, but this is a perfect example where there's opportunities for a company like Dell to partner with the public cloud provider. You've got capabilities that don't exist there. You've got the on-prem capabilities. We can talk about edge all day, but that's a different topic. Okay, so my, my other question Travis, is how does this all fit into Apex? We hear a lot about Apex as a service, it's sort of the new hot thing. What's happening there? What's the news around Apex? >>Yeah, we, we've seen incredible momentum with our Apex solutions since we introduced data protection options into them earlier this year. And we're really building on that momentum with this announcement being, you know, providing solutions that allow customers to consume flexibly. And so what we're announcing specifically is that we're expanding Apex data storage services to include a data protection option. And it's like with all Apex offers, it's a pay as you go solution really streamlines the process of customers purchasing, deploying, maintaining and managing their backup software. All a customer really needs to do is, you know, specify their base capacity, they specify their performance tier, they tell us do they want a a one year term or a three year term and we take it from there. We, we get them up and running so they can start deploying and consuming flexibly. And it's, as with many of our Apex solutions, it's a simple user experience all exposed through a unified Apex console. >>Okay. So it's you keeping it simple, like I think large, medium, small, you know, we hear a lot about t-shirt sizes. I I'm a big fan of that cuz you guys should be smart enough to figure out, you know, based on my workload, what I, what I need, how different is this? I wonder if you guys could, could, could address this. Jeff, maybe you can, >>You can start. Sure. I'll start and then pitch me, you know, Travis, you you jump in when I screw up here. So, awesome. So first I'd say we offer innovative multi-cloud data protection solutions. We provide that deliver performance, efficiency and scale that our customers demand and require. We support as Travis and all the major public clouds. We have a broad ecosystem of workload support and I guess the, the great news is we're up to 80% more cost effective than any of the competition. >>80%. 80%, That's a big number, right? Travis, what's your point of view on this? Yeah, >>I, I think number one, end to end data protection. We, we are that one stop shop that I talked about. Whether it's a simplified appliance, whether it's deployed in the cloud, whether it's at the edge, whether it's integrated appliances, target appliances, software, we have solutions that span the gamut as a service. I mentioned the Apex solution as well. So really we can, we can provide solutions that help support customers and protect them, any workload, any cloud, anywhere that data lives edge core to cloud. The other thing that we hear as a, as a, a big differentiator for Dell and, and Jeff touched on on this a little bit earlier, is our intelligent cyber resiliency. We have a unique combination in, in the market where we can offer immutability or protection against deletion as, as sort of that first line of defense. But we can also offer a second level of defense, which is isolation, talking, talking about data vaults or cyber vaults and cyber recovery. And the, at more importantly, the intelligence that goes around that vault. It can look at detecting cyber attacks, it can help customers speed time to recovery and really provides AI and ML to help early diagnosis of a cyber attack and fast recovery should a cyber attack occur. And, and you know, if you look at customer adoption of that solution specifically in the clouds, we have over 1300 customers utilizing power protect cyber recovery. >>So I think it's fair to say that your, I mean your portfolio has obvious been a big differentiator whenever I talk to, you know, your finance team, Michael Dell, et cetera, that end to end capability that that, that your ability to manage throughout the supply chain. We actually just did a a, an event recently with you guys where you went into what you're doing to make infrastructure trusted. And so my take on that is you, in a lot of respects, you're shifting, you know, the client's burden to your r and d now they have a lot of work to do, so it's, it's not like they can go home and just relax, but, but that's a key part of the partnership that I see. Jeff, I wonder if you could give us the, the, the final thoughts. >>Sure. Dell has a long history of being a trusted partner with it, right? So we have unmatched capabilities. Going back to your point, we have the broadest portfolio, we have, you know, we're a leader in every category that we participate in. We have a broad deep breadth of portfolio. We have scale, we have innovation that is just unmatched within data protection itself. We have the trusted market leader, no, if and or buts, we're number one for both data protection software in appliances per idc and we would just name for the 17th consecutive time the leader in the, the Gartner Magic Quadrant. So bottom line is customers can count on Dell. >>Yeah, and I think again, we're seeing the evolution of, of data protection. It's not like the last 10 years, it's really becoming an adjacency and really a key component of your cyber strategy. I think those two parts of the organization are coming together. So guys, really appreciate your time. Thanks for Thank you sir. Thanks Travis. Good to see you. All right, in a moment I'm gonna come right back and summarize what we learned today, what actions you can take for your business. You're watching the future of multi-cloud data protection made possible by Dell and collaboration with the cube, your leader in enterprise and emerging tech coverage right back >>In our data driven world. Protecting data has never been more critical to guard against everything from cyber incidents to unplanned outages. You need a cyber resilient, multi-cloud data protection strategy. >>It's not a matter of if you're gonna get hacked, it's a matter of when. And I wanna know that I can recover and continue to recover each day. >>It is important to have a cyber security and a cyber resiliency plan in place because the threat of cyber attack are imminent. >>Power protects. Data manager from Dell Technologies helps deliver the data protection and security confidence you would expect from a trusted partner and market leader. >>We chose Power Protect Data Manager because we've been a strategic partner with Dell Technologies for roughly 20 years now. Our partnership with Dell Technologies has provided us with the ability to scale and grow as we've transitioned from 10 billion in assets to 20 billion. >>With Power Protect Data Manager, you can enjoy exceptional ease of use to increase your efficiency and reduce costs. >>Got installed it by myself, learned it by myself with very intuitive >>While restoring a machine with Power Protect Data Manager is fast. We can fully manage Power Protect through the center. We can recover a whole machine in seconds. >>Data Manager offers innovation such as Transparent snapshots to simplify virtual machine backups and it goes beyond backup and restore to provide valuable insights and to protected data workloads and VMs. >>In our previous environment, it would take anywhere from three to six hours at night to do a single backup of each vm. Now we're backing up hourly and it takes two to three seconds with the transparent snapshots. >>With Power Protects Data Manager, you get the peace of mind knowing that your data is safe and available whenever you need it. >>Data is extremely important. We can't afford to lose any data. We need things just to work. >>Start your journey to modern data protection with Dell Power Protect Data manager. Visit dell.com/power Protect Data Manager. >>We put forth the premise in our introduction that the worlds of data protection in cybersecurity must be more integrated. We said that data recovery strategies have to be built into security practices and procedures and by default this should include modern hardware and software. Now in addition to reviewing some of the challenges that customers face, which have been pretty well documented, we heard about new products that Dell Technologies is bringing to the marketplace that specifically address these customer concerns. There were three that we talked about today. First, the Power Protect Data Manager Appliance, which is an integrated system taking advantage of Dell's history in data protection, but adding new capabilities. And I want to come back to that in the moment. Second is Dell's Power Protect cyber recovery for Google Cloud platform. This rounds out the big three public cloud providers for Dell, which joins AWS and and Azure support. >>Now finally, Dell has made its target backup appliances available in Apex. You might recall earlier this year we saw the introduction from Dell of Apex backup services and then in May at Dell Technologies world, we heard about the introduction of Apex Cyber Recovery Services. And today Dell is making its most popular backup appliances available and Apex. Now I wanna come back to the Power Protect data manager appliance because it's a new integrated appliance. And I asked Dell off camera really what is so special about these new systems and what's really different from the competition because look, everyone offers some kind of integrated appliance. So I heard a number of items, Dell talked about simplicity and efficiency and containers and Kubernetes. So I kind of kept pushing and got to what I think is the heart of the matter in two really important areas. One is simplicity. >>Dell claims that customers can deploy the system in half the time relative to the competition. So we're talking minutes to deploy and of course that's gonna lead to much simpler management. And the second real difference I heard was backup and restore performance for VMware workloads. In particular, Dell has developed transparent snapshot capabilities to fundamentally change the way VMs are protected, which leads to faster backup and restores with less impact on virtual infrastructure. Dell believes this new development is unique in the market and claims that in its benchmarks the new appliance was able to back up 500 virtual machines in 47% less time compared to a leading competitor. Now this is based on Dell benchmarks, so hopefully these are things that you can explore in more detail with Dell to see if and how they apply to your business. So if you want more information, go to the data protectionPage@dell.com. You can find that at dell.com/data protection. And all the content here and other videos are available on demand@thecube.net. Check out our series on the blueprint for trusted infrastructure, it's related and has some additional information. And go to silicon angle.com for all the news and analysis related to these and other announcements. This is Dave Valante. Thanks for watching the future of multi-cloud protection made possible by Dell in collaboration with the Cube, your leader in enterprise and emerging tech coverage.

Published Date : Nov 17 2022

SUMMARY :

And the lack of that business And at the end of the day, more, not less complexity, Jeff Boudreau is the president and general manager of Dell's Infrastructure Solutions Group, Good to see you. Let's start off, Jeff, with the high level, you know, I'd like to talk about the So they need to make sure that that data data sprawl, what do you mean by that? So for those big three themes, I'd say, you know, you have data sprawl, which is the big one, which is all about the massive amounts it's something we have to help our customers with. Okay, so just it's nuanced cuz complexity has other layers. We talked about that growth and gravity of the data. So how does that affect the cyber strategies and the, And today as the world with cyber tax being more and more sophisticated, You know, it's funny, I said this in my open, I, I think that prior to the pandemic businesses that very, you know, the multi-cloud world just recently, I don't know if you've seen it, but the global data protected, Not to be confused with gdpr, Actually that was released today and confirms everything we just talked about around customer challenges, At, at a high level, Jeff, can you kind of address why Dell and from your point of We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, It's really designed to meet the needs What, what do you mean by simple? We wanna provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment So what's your point of view on resilience? Harbor that meets all the needs of the financial sector. So it's interesting when you think about the, the NIST framework for cybersecurity, it's all about about layers. And as Jeff mentioned, we have, you know, 1700 customers protecting 14 exabytes but then you talk to customers and they're like, Well, we actually want appliances because we just wanna put it in and it works, You know, part of the reason I gave you some of those stats to begin with is that we have this strong foundation of, So the premise that I've been putting forth for, you know, months now, probably well, well over a year, is an increasing area of interest and deployment that we see with our customers. it's sort of the new hot thing. All a customer really needs to do is, you know, specify their base capacity, I I'm a big fan of that cuz you guys should be smart enough to figure out, you know, based on my workload, We support as Travis and all the major public clouds. Travis, what's your point of view on of that solution specifically in the clouds, So I think it's fair to say that your, I mean your portfolio has obvious been a big differentiator whenever I talk to, We have the trusted market leader, no, if and or buts, we're number one for both data protection software in what we learned today, what actions you can take for your business. Protecting data has never been more critical to guard against that I can recover and continue to recover each day. It is important to have a cyber security and a cyber resiliency Data manager from Dell Technologies helps deliver the data protection and security We chose Power Protect Data Manager because we've been a strategic partner with With Power Protect Data Manager, you can enjoy exceptional ease of use to increase your efficiency We can fully manage Power Data Manager offers innovation such as Transparent snapshots to simplify virtual Now we're backing up hourly and it takes two to three seconds with the transparent With Power Protects Data Manager, you get the peace of mind knowing that your data is safe and available We need things just to work. Start your journey to modern data protection with Dell Power Protect Data manager. We put forth the premise in our introduction that the worlds of data protection in cybersecurity So I kind of kept pushing and got to what I think is the heart of the matter in two really Dell claims that customers can deploy the system in half the time relative to the

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The Future of Multicloud Data Protection is Here FULL EPISODE V3


 

>>Prior to the pandemic, organizations were largely optimized for efficiency as the best path to bottom line profits. Many CIOs tell the cube privately that they were caught off guard by the degree to which their businesses required greater resiliency beyond their somewhat cumbersome disaster recovery processes. And the lack of that business resilience has actually cost firms because they were unable to respond to changing market forces. And certainly we've seen this dynamic with supply chain challenges and there's a little doubt. We're also seeing it in the area of cybersecurity generally, and data recovery. Specifically. Over the past 30 plus months, the rapid adoption of cloud to support remote workers and build in business resilience had the unintended consequences of expanding attack vectors, which brought an escalation of risk from cyber crime. Well, security in the public clouds is certainly world class. The result of multi-cloud has brought with it multiple shared responsibility models, multiple ways of implementing security policies across clouds and on-prem. >>And at the end of the day, more, not less complexity, but there's a positive side to this story. The good news is that public policy industry collaboration and technology innovation is moving fast to accelerate data protection and cybersecurity strategies with a focus on modernizing infrastructure, securing the digital supply chain, and very importantly, simplifying the integration of data protection and cybersecurity. Today there's heightened awareness that the world of data protection is not only an adjacency to, but it's becoming a fundamental component of cybersecurity strategies. In particular, in order to build more resilience into a business, data protection, people, technologies, and processes must be more tightly coordinated with security operations. Hello and welcome to the future of Multi-Cloud Data Protection Made Possible by Dell in collaboration with the Cube. My name is Dave Valante and I'll be your host today. In this segment, we welcome into the Cube, two senior executives from Dell who will share details on new technology announcements that directly address these challenges. >>Jeff Boudreaux is the president and general manager of Dell's Infrastructure Solutions Group, isg, and he's gonna share his perspectives on the market and the challenges he's hearing from customers. And we're gonna ask Jeff to double click on the messages that Dell is putting into the marketplace and give us his detailed point of view on what it means for customers. Now Jeff is gonna be joined by Travis Vhi. Travis is the senior Vice President of product management for ISG at Dell Technologies, and he's gonna give us details on the products that are being announced today and go into the hard news. Now, we're also gonna challenge our guests to explain why Dell's approach is unique and different in the marketplace. Thanks for being with us. Let's get right into it. We're here with Jeff Padro and Travis Behill. We're gonna dig into the details about Dell's big data protection announcement. Guys, good to see you. Thanks >>For coming in. Good to see you. Thank you for having us. >>You're very welcome. Right. Let's start off, Jeff, with a high level, you know, I'd like to talk about the customer, what challenges they're facing. You're talking to customers all the time, What are they telling you? >>Sure. As you know, we do, we spend a lot of time with our customers, specifically listening, learning, understanding their use cases, their pain points within their specific environments. They tell us a lot. Notice no surprise to any of us, that data is a key theme that they talk about. It's one of their most important, important assets. They need to extract more value from that data to fuel their business models, their innovation engines, their competitive edge. So they need to make sure that that data is accessible, it's secure in its recoverable, especially in today's world with the increased cyber attacks. >>Okay. So maybe we could get into some of those, those challenges. I mean, when, when you talk about things like data sprawl, what do you mean by that? What should people know? Sure. >>So for those big three themes, I'd say, you know, you have data sprawl, which is the big one, which is all about the massive amounts of data. It's the growth of that data, which is growing at an unprecedented rates. It's the gravity of that data and the reality of the multi-cloud sprawl. So stuff is just everywhere, right? Which increases that service a tax base for cyber criminals. >>And and by gravity you mean the data's there and people don't wanna move it. >>It's everywhere, right? And so when it lands someplace, I think edge, core or cloud, it's there and that's, it's something we have to help our customers with. >>Okay, so just it's nuanced cuz complexity has other layers. What, what are those >>Layers? Sure. When we talk to our customers, they tell us complexity is one of their big themes. And specifically it's around data complexity. We talked about that growth and gravity of the data. We talk about multi-cloud complexity and we talk about multi-cloud sprawl. So multiple vendors, multiple contracts, multiple tool chains, and none of those work together in this, you know, multi-cloud world. Then that drives their security complexity. So we talk about that increased attack surface, but this really drives a lot of operational complexity for their teams. Think about we're a lack consistency through everything. So people, process, tools, all that stuff, which is really wasting time and money for our customers. >>So how does that affect the cyber strategies and the, I mean, I've often said the ciso now they have this shared responsibility model, they have to do that across multiple clouds. Every cloud has its own security policies and, and frameworks and syntax. So maybe you could double click on your perspective on that. >>Sure. I'd say the big, you know, the big challenge customers have seen, it's really inadequate cyber resiliency. And specifically they're feeling, feeling very exposed. And today as the world with cyber tax being more and more sophisticated, if something goes wrong, it is a real challenge for them to get back up and running quickly. And that's why this is such a, a big topic for CEOs and businesses around the world. >>You know, it's funny, I said this in my open, I, I think that prior to the pandemic businesses were optimized for efficiency and now they're like, Wow, we have to actually put some headroom into the system to be more resilient. You know, I you hearing >>That? Yeah, we absolutely are. I mean, the customers really, they're asking us for help, right? It's one of the big things we're learning and hearing from them. And it's really about three things, one's about simplifying it, two, it's really helping them to extract more value from their data. And then the third big, big piece is ensuring their data is protected and recoverable regardless of where it is going back to that data gravity and that very, you know, the multicloud world just recently, I don't know if you've seen it, but the global data protected, excuse me, the global data protection index gdp. >>I, Yes. Jesus. Not to be confused with gdpr, >>Actually that was released today and confirms everything we just talked about around customer challenges, but also it highlights an importance of having a very cyber, a robust cyber resilient data protection strategy. >>Yeah, I haven't seen the latest, but I, I want to dig into it. I think this is, you've done this many, many years in a row. I like to look at the, the, the time series and see how things have changed. All right. At, at a high level, Jeff, can you kind of address why Dell and from your point of view is best suited? >>Sure. So we believe there's a better way or a better approach on how to handle this. We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, for that cyber resilient multi-cloud data protection solution in needs. We take a modern, a simple and resilient approach, >>But what does that mean? What, what do you mean by modern? >>Sure. So modern, we talk about our software defined architecture, right? It's really designed to meet the needs not only of today, but really into the future. And we protect data across any cloud in any workload. So we have a proven track record doing this today. We have more than 1700 customers that trust us to protect them more than 14 exabytes of their data in the cloud today. >>Okay, so you said modern, simple and resilient. What, what do you mean by simple? Sure. >>We wanna provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment to consumption to management and support. So our offers will deploy in minutes. They are easy to operate and use, and we support flexible consumption models for whatever the customer may desire. So traditional subscription or as a service. >>And when you, when you talk about resilient, I mean, I, I put forth that premise, but it's hard because people say, Well, that's gonna gonna cost us more. Well, it may, but you're gonna also reduce your, your risk. So how, what's your point of view on resilience? >>Yeah, I think it's, it's something all customers need. So we're gonna be providing a comprehensive and resilient portfolio of cyber solutions that are secured by design. We have some ver some unique capabilities in a combination of things like built in amenability, physical and logical isolation. We have intelligence built in with AI par recovery and just one, I guess fun fact for everybody is we have our cyber vault is the only solution in the industry that is endorsed by Sheltered Harbor that meets all the needs of the financial sector. >>So it's interesting when you think about the, the NIST framework for cyber security, it's all about about layers. You're sort of bringing that now to, to data protection, correct? Yeah. All right. In a minute we're gonna come back with Travis and dig into the news. We're gonna take a short break. Keep it right there. Okay. We're back with Jeff and Travis Vehill to dig deeper into the news. Guys, again, good to see you. Travis, if you could, maybe you, before we get into the news, can you set the business context for us? What's going on out there? >>Yeah, thanks for that question, Dave. To set a little bit of the context, when you look at the data protection market, Dell has been a leader in providing solutions to customers for going on nearly two decades now. We have tens of thousands of people using our appliances. We have multiple thousands of people using our latest modern simple power protect data managers software. And as Jeff mentioned, we have, you know, 1700 customers protecting 14 exabytes of data in the public clouds today. And that foundation gives us a unique vantage point. We talked to a lot of customers and they're really telling us three things. They want simple solutions, they want us to help them modernize and they want us to add as the highest priority, maintain that high degree of resiliency that they expect from our data protection solutions. So tho that's the backdrop to the news today. And, and as we go through the news, I think you'll, you'll agree that each of these announcements deliver on those pillars. And in particular today we're announcing the Power Protect data manager appliance. We are announcing power protect cyber recovery enhancements, and we are announcing enhancements to our Apex data storage >>Services. Okay, so three pieces. Let's, let's dig to that. It's interesting appliance, everybody wants software, but then you talk to customers and they're like, Well, we actually want appliances because we just wanna put it in and it works, right? Performs great. So, so what do we need to know about the appliance? What's the news there? Well, >>You know, part of the reason I gave you some of those stats to begin with is that we have at this strong foundation of, of experience, but also intellectual property components that we've taken that have been battle tested in the market. And we've put them together in a new simple integrated appliance that really combines the best of the target appliance capabilities we have with that modern simple software. And we've integrated it from the, you know, sort of taking all of those pieces, putting them together in a simple, easy to use and easy to scale interface for customers. >>So the premise that I've been putting forth for, you know, months now, probably well, well over a year, is that, that that data protection is becoming an extension of your, your cybersecurity strategies. So I'm interested in your perspective on cyber recovery. You, you have specific news that you have there? >>Yeah, you know, we, we are, in addition to simplifying things via the, the appliance, we are providing solutions for customers no matter where they're deploying. And cyber recovery, especially when it comes to cloud deployments, is an increasing area of interest and deployment that we see with our customers. So what we're announcing today is that we're expanding our cyber recovery services to be available in Google Cloud with this announcement. It means we're available in all three of the major clouds and it really provides customers the flexibility to secure their data no matter if they're running, you know, on premises in a colo at the edge in the public cloud. And the other nice thing about this, this announcement is that you have the ability to use Google Cloud as a cyber recovery vault that really allows customers to isolate critical data and they can recover that critical data from the vault back to on-premises or from that vault back to running their cyber cyber protection or their data protection solutions in the public cloud. >>I always invoke my, my favorite Matt Baker here. It's not a zero sum game, but this is a perfect example where there's opportunities for a company like Dell to partner with the public cloud provider. You've got capabilities that don't exist there. You've got the on-prem capabilities. We could talk about edge all day, but that's a different topic. Okay, so Mike, my other question Travis, is how does this all fit into Apex? We hear a lot about Apex as a service, it's sort of the new hot thing. What's happening there? What's the news around Apex? >>Yeah, we, we've seen incredible momentum with our Apex solutions since we introduced data protection options into them earlier this year. And we're really building on that momentum with this announcement being, you know, providing solutions that allow customers to consume flexibly. And so what we're announcing specifically is that we're expanding Apex data storage services to include a data protection option. And it's like with all Apex offers, it's a pay as you go solution really streamlines the process of customers purchasing, deploying, maintaining and managing their backup software. All a customer really needs to do is, you know, specify their base capacity, they specify their performance tier, they tell us do they want a a one year term or a three year term and we take it from there. We, we get them up and running so they can start deploying and consuming flexibly. And it's, as with many of our Apex solutions, it's a simple user experience all exposed through a unified Apex console. >>Okay. So it's you keeping it simple, like I think large, medium, small, you know, we hear a lot about t-shirt sizes. I I'm a big fan of that cuz you guys should be smart enough to figure out, you know, based on my workload, what I, what I need, how different is this? I wonder if you guys could, could, could address this. Jeff, maybe you can, >>You can start. Sure. I'll start and then pitch me, you know, Travis, you you jump in when I screw up here. So, awesome. So first I'd say we offer innovative multi-cloud data protection solutions. We provide that deliver performance, efficiency and scale that our customers demand and require. We support as Travis at all the major public clouds. We have a broad ecosystem of workload support and I guess the, the great news is we're up to 80% more cost effective than any of the competition. >>80%. 80%, That's a big number, right. Travis, what's your point of view on this? Yeah, >>I, I think number one, end to end data protection. We, we are that one stop shop that I talked about. Whether it's a simplified appliance, whether it's deployed in the cloud, whether it's at the edge, whether it's integrated appliances, target appliances, software, we have solutions that span the gamut as a service. I mentioned the Apex solution as well. So really we can, we can provide solutions that help support customers and protect them, any workload, any cloud, anywhere that data lives edge core to cloud. The other thing that we hear as a, as a, a big differentiator for Dell and, and Jeff touched on on this a little bit earlier, is our intelligent cyber resiliency. We have a unique combination in, in the market where we can offer immutability or protection against deletion as, as sort of that first line of defense. But we can also offer a second level of defense, which is isolation, talking, talking about data vaults or cyber vaults and cyber recovery. And the, at more importantly, the intelligence that goes around that vault. It can look at detecting cyber attacks, it can help customers speed time to recovery and really provides AI and ML to help early diagnosis of a cyber re attack and fast recovery should a cyber attack occur. And, and you know, if you look at customer adoption of that solution specifically in the clouds, we have over 1300 customers utilizing power protect cyber recovery. >>So I think it's fair to say that your, I mean your portfolio has obvious been a big differentiator whenever I talk to, you know, your finance team, Michael Dell, et cetera, that end to end capability that that, that your ability to manage throughout the supply chain. We actually just did a a, an event recently with you guys where you went into what you're doing to make infrastructure trusted. And so my take on that is you, in a lot of respects, you're shifting, you know, the client's burden to your r and d now they have a lot of work to do, so it's, it's not like they can go home and just relax, but, but that's a key part of the partnership that I see. Jeff, I wonder if you could give us the, the, the final thoughts. >>Sure. Dell has a long history of being a trusted partner with it, right? So we have unmatched capabilities. Going back to your point, we have the broadest portfolio, we have, you know, we're a leader in every category that we participate in. We have a broad deep breadth of portfolio. We have scale, we have innovation that is just unmatched within data protection itself. We are the trusted market leader, no if and or bots, we're number one for both data protection software in appliances per idc. And we would just name for the 17th consecutive time the leader in the, the Gartner Magic Quadrant. So bottom line is customers can count on Dell. >>Yeah, and I think again, we're seeing the evolution of, of data protection. It's not like the last 10 years, it's really becoming an adjacency and really a key component of your cyber strategy. I think those two parts of the organization are coming together. So guys, really appreciate your time. Thanks for Thank you sir. Thanks Dave. Travis, good to see you. All right, in a moment I'm gonna come right back and summarize what we learned today, what actions you can take for your business. You're watching the future of multi-cloud data protection made possible by Dell and collaboration with the cube, your leader in enterprise and emerging tech coverage right back >>In our data driven world. Protecting data has never been more critical to guard against everything from cyber incidents to unplanned outages. You need a cyber resilient, multi-cloud data protection strategy. >>It's not a matter of if you're gonna get hacked, it's a matter of when. And I wanna know that I can recover and continue to recover each day. >>It is important to have a cyber security and a cyber resiliency plan in place because the threat of cyber attack are imminent. >>Power protects. Data manager from Dell Technologies helps deliver the data protection and security confidence you would expect from a trusted partner and market leader. >>We chose Power Protect Data Manager because we've been a strategic partner with Dell Technologies for roughly 20 years now. Our partnership with Dell Technologists has provided us with the ability to scale and grow as we've transitioned from 10 billion in assets to 20 billion. >>With Power Protect Data Manager, you can enjoy exceptional ease of use to increase your efficiency and reduce costs. >>Got installed it by myself, learned it by myself with very intuitive >>While restoring a machine with Power Protect Data Manager is fast. We can fully manage Power Protect through the center. We can recover a whole machine in seconds. >>Data Manager offers innovation such as Transparent snapshots to simplify virtual machine backups and it goes beyond backup and restore to provide valuable insights and to protected data workloads and VMs. >>In our previous environment, it would take anywhere from three to six hours at night to do a single backup of each vm. Now we're backing up hourly and it takes two to three seconds with the transparent snapshots. >>With Power Protects Data Manager, you get the peace of mind knowing that your data is safe and available whenever you need it. >>Data is extremely important. We can't afford to lose any data. We need things just to work. >>Start your journey to modern data protection with Dell Power Protect Data manager. Visit dell.com/power Protect Data Manager. >>We put forth the premise in our introduction that the world's of data protection in cybersecurity must be more integrated. We said that data recovery strategies have to be built into security practices and procedures and by default this should include modern hardware and software. Now in addition to reviewing some of the challenges that customers face, which have been pretty well documented, we heard about new products that Dell Technologies is bringing to the marketplace that specifically address these customer concerns. There were three that we talked about today. First, the Power Protect Data Manager Appliance, which is an integrated system taking advantage of Dell's history in data protection, but adding new capabilities. And I want to come back to that in the moment. Second is Dell's Power Protect cyber recovery for Google Cloud platform. This rounds out the big three public cloud providers for Dell, which joins AWS and and Azure support. >>Now finally, Dell has made its target backup appliances available in Apex. You might recall earlier this year we saw the introduction from Dell of Apex backup services and then in May at Dell Technologies world, we heard about the introduction of Apex Cyber Recovery Services. And today Dell is making its most popular backup appliances available and Apex. Now I wanna come back to the Power Protect data manager appliance because it's a new integrated appliance. And I asked Dell off camera really what is so special about these new systems and what's really different from the competition because look, everyone offers some kind of integrated appliance. So I heard a number of items, Dell talked about simplicity and efficiency and containers and Kubernetes. So I kind of kept pushing and got to what I think is the heart of the matter in two really important areas. One is simplicity. >>Dell claims that customers can deploy the system in half the time relative to the competition. So we're talking minutes to deploy and of course that's gonna lead to much simpler management. And the second real difference I heard was backup and restore performance for VMware workloads. In particular, Dell has developed transparent snapshot capabilities to fundamentally change the way VMs are protected, which leads to faster backup and restores with less impact on virtual infrastructure. Dell believes this new development is unique in the market and claims that in its benchmarks the new appliance was able to back up 500 virtual machines in 47% less time compared to a leading competitor. Now this is based on Dell benchmarks, so hopefully these are things that you can explore in more detail with Dell to see if and how they apply to your business. So if you want more information, go to the data protectionPage@dell.com. You can find that at dell.com/data protection. And all the content here and other videos are available on demand@thecube.net. Check out our series on the blueprint for trusted infrastructure, it's related and has some additional information. And go to silicon angle.com for all the news and analysis related to these and other announcements. This is Dave Valante. Thanks for watching the future of multi-cloud protection made possible by Dell in collaboration with the Cube, your leader in enterprise and emerging tech coverage.

Published Date : Oct 28 2022

SUMMARY :

And the lack of that business And at the end of the day, more, not less complexity, Jeff Boudreaux is the president and general manager of Dell's Infrastructure Solutions Group, Good to see you. Let's start off, Jeff, with a high level, you know, I'd like to talk about the So they need to make sure that that data data sprawl, what do you mean by that? So for those big three themes, I'd say, you know, you have data sprawl, which is the big one, which is all about the massive amounts of it's something we have to help our customers with. What, what are those We talked about that growth and gravity of the data. So how does that affect the cyber strategies and the, And today as the world with cyber tax being more and more sophisticated, You know, it's funny, I said this in my open, I, I think that prior to the pandemic businesses that very, you know, the multicloud world just recently, I don't know if you've seen it, but the global data protected, Not to be confused with gdpr, Actually that was released today and confirms everything we just talked about around customer challenges, At, at a high level, Jeff, can you kind of address why Dell and from your point of view is best suited? We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, It's really designed to meet the needs What, what do you mean by simple? We wanna provide simplicity everywhere, going back to helping with the complexity challenge, and that's from deployment So how, what's your point of view on resilience? Harbor that meets all the needs of the financial sector. So it's interesting when you think about the, the NIST framework for cyber security, it's all about about layers. the context, when you look at the data protection market, Dell has been a leader in providing solutions but then you talk to customers and they're like, Well, we actually want appliances because we just wanna put it in and it works, You know, part of the reason I gave you some of those stats to begin with is that we have at this strong foundation of, So the premise that I've been putting forth for, you know, months now, probably well, well over a year, it really provides customers the flexibility to secure their data no matter if they're running, you know, it's sort of the new hot thing. All a customer really needs to do is, you know, specify their base capacity, I I'm a big fan of that cuz you guys should be smart enough to figure out, you know, based on my workload, We support as Travis at all the major public clouds. Travis, what's your point of view on of that solution specifically in the clouds, So I think it's fair to say that your, I mean your portfolio has obvious been a big differentiator whenever I talk to, We are the trusted market leader, no if and or bots, we're number one for both data protection software in what we learned today, what actions you can take for your business. Protecting data has never been more critical to guard against that I can recover and continue to recover each day. It is important to have a cyber security and a cyber resiliency Data manager from Dell Technologies helps deliver the data protection and security We chose Power Protect Data Manager because we've been a strategic partner with With Power Protect Data Manager, you can enjoy exceptional ease of use to increase your efficiency We can fully manage Power Data Manager offers innovation such as Transparent snapshots to simplify virtual Now we're backing up hourly and it takes two to three seconds with the transparent With Power Protects Data Manager, you get the peace of mind knowing that your data is safe and available We need things just to work. Start your journey to modern data protection with Dell Power Protect Data manager. We put forth the premise in our introduction that the world's of data protection in cybersecurity So I kind of kept pushing and got to what I think is the heart of the matter in two really Dell claims that customers can deploy the system in half the time relative to the

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The Future of Multicloud Data Protection is Here FULL EPISODE V1


 

>> Prior to the pandemic, organizations were largely optimized for efficiency as the best path to bottom line profits. Many CIOs tell theCUBE privately that they were caught off guard by the degree to which their businesses required greater resiliency beyond their somewhat cumbersome disaster recovery processes. And the lack of that business resilience has actually cost firms because they were unable to respond to changing market forces. And certainly, we've seen this dynamic with supply chain challenges. And there's a little doubt we're also seeing it in the area of cybersecurity generally, and data recovery specifically. Over the past 30 plus months, the rapid adoption of cloud to support remote workers and build in business resilience had the unintended consequences of expanding attack vectors, which brought an escalation of risk from cybercrime. While security in the public cloud is certainly world class, the result of multicloud has brought with it multiple shared responsibility models, multiple ways of implementing security policies across clouds and on-prem. And at the end of the day, more, not less, . But there's a positive side to this story. The good news is that public policy, industry collaboration and technology innovation is moving fast to accelerate data protection and cybersecurity strategies with a focus on modernizing infrastructure, securing the digital supply chain, and very importantly, simplifying the integration of data protection and cybersecurity. Today, there's heightened awareness that the world of data protection is not only an adjacency to, but is becoming a fundamental component of cybersecurity strategies. In particular, in order to build more resilience into a business, data protection people, technologies and processes must be more tightly coordinated with security operations. Hello, and welcome to "The Future of Multicloud Data Protection" made possible by Dell in collaboration with theCUBE. My name is Dave Vellante and I'll be your host today. In this segment, we welcome into theCUBE two senior executives from Dell who will share details on new technology announcements that directly address these challenges. Jeff Boudreau is the President and General Manager of Dell's Infrastructure Solutions Group, ISG, and he's going to share his perspectives on the market and the challenges he's hearing from customers. And we're going to ask Jeff to double click on the messages that Dell is putting into the marketplace and give us his detailed point of view on what it means for customers. Now, Jeff is going to be joined by Travis Vigil. Travis is the Senior Vice-President of Product Management for ISG at Dell Technologies, and he's going to give us details on the products that are being announced today and go into the hard news. Now, we're also going to challenge our guests to explain why Dell's approach is unique and different in the marketplace. Thanks for being with us. Let's get right into it. (upbeat music) We're here with Jeff Boudreau and Travis Vigil, and we're going to dig into the details about Dell's big data protection announcement. Guys, good to see you. Thanks for coming in. >> Good to see you. Thank you for having us. >> You're very welcome. Alright, let's start off Jeff, with the high level. You know, I'd like to talk about the customer, what challenges they're facing? You're talking to customers all the time. What are they telling you? >> Sure, as you know, we spend a lot of time with our customers, specifically listening, learning, understanding their use cases, their pain points within their specific environments. They tell us a lot. No surprise to any of us that data is a key theme that they talk about. It's one of their most important assets. They need to extract more value from that data to fuel their business models, their innovation engines, their competitive edge. So, they need to make sure that that data is accessible, it's secure and its recoverable, especially in today's world with the increased cyber attacks. >> Okay, so maybe we could get into some of those challenges. I mean, when you talk about things like data sprawl, what do you mean by that? What should people know? >> Sure, so for those big three themes, I'd say, you have data sprawl, which is the big one, which is all about the massive amounts of data. It's the growth of that data, which is growing at unprecedented rates. It's the gravity of that data and the reality of the multicloud sprawl. So stuff is just everywhere, right? Which increases that surface as attack space for cyber criminals. >> And by gravity, you mean the data's there and people don't want to move it. >> It's everywhere, right? And so when it lands someplace, think Edge, Core or Cloud, it's there. And it's something we have to help our customers with. >> Okay, so it's nuanced 'cause complexity has other layers. What are those layers? >> Sure. When we talk to our customers, they tell us complexity is one of their big themes. And specifically it's around data complexity. We talked about that growth and gravity of the data. We talk about multicloud complexity and we talk about multicloud sprawl. So multiple vendors, multiple contracts, multiple tool chains, and none of those work together in this multicloud world. Then that drives their security complexity. So, we talk about that increased attack surface. But this really drives a lot of operational complexity for their teams. Think about we're lacking consistency through everything. So people, process, tools, all that stuff, which is really wasting time and money for our customers. >> So, how does that affect the cyber strategies and the, I mean, I've often said the Cisco, now they have this shared responsibility model. They have to do that across multiple clouds. Every cloud has its own security policies and frameworks and syntax. So, maybe you could double click on your perspective on that. >> Sure. I'd say the big challenge customers have seen, it's really inadequate cyber resiliency and specifically, they're feeling very exposed. And today as the world with cyber attacks being more and more sophisticated, if something goes wrong, it is a real challenge for them to get back up and running quickly. And that's why this is such a big topic for CEOs and businesses around the world. You know, it's funny. I said this in my open. I think that prior to the pandemic businesses were optimized for efficiency, and now they're like, "Wow, we have to actually put some headroom into the system to be more resilient." You know, are you hearing that? >> Yeah, we absolutely are. I mean, the customers really, they're asking us for help, right? It's one of the big things we're learning and hearing from them. And it's really about three things. One's about simplifying IT. Two, it's really helping them to extract more value from their data. And then the third big piece is ensuring their data is protected and recoverable regardless of where it is going back to that data gravity and that very, you know, the multicloud world. Just recently, I don't know if you've seen it, but the Global Data Protected, excuse me, the Global Data Protection Index. >> GDPI. >> Yes. Jesus. >> Not to be confused with GDPR. >> Actually, that was released today and confirms everything we just talked about around customer challenges. But also it highlights at an importance of having a very cyber, a robust cyber resilient data protection strategy. >> Yeah, I haven't seen the latest, but I want to dig into it. I think this, I've done this many, many years in a row. I'd like to look at the time series and see how things have changed. All right. At a high level, Jeff, can you kind of address why Dell, from your point of view is best suited? >> Sure. So, we believe there's a better way or a better approach on how to handle this. We think Dell is uniquely positioned to help our customers as a one stop shop, if you will, for that cyber resilient multicloud data protection solution and needs. We take a modern, a simple and resilient approach. >> What does that mean? What do you mean by modern? >> Sure. So modern, we talk about our software defined architecture. Right? It's really designed to meet the needs not only of today, but really into the future. And we protect data across any cloud and any workload. So, we have a proven track record doing this today. We have more than 1,700 customers that trust us to protect more than 14 exabytes of their data in the cloud today. >> Okay, so you said modern, simple and resilient. What do you mean by simple? >> Sure. We want to provide simplicity everywhere, going back to helping with the complexity challenge. And that's from deployment to consumption, to management and support. So, our offers will deploy in minutes. They are easy to operate and use, and we support flexible consumption models for whatever the customer may desire. So, traditional subscription or as a service. >> And when you talk about resilient, I mean, I put forth that premise, but it's hard because people say, "Well, that's going to cost us more. Well, it may, but you're going to also reduce your risk." So, what's your point of view on resilience? >> Yeah, I think it's something all customers need. So, we're going to be providing a comprehensive and resilient portfolio of cyber solutions that are secure by design. And we have some unique capabilities and a combination of things like built in immutability, physical and logical isolation. We have intelligence built in with AI part recovery. And just one, I guess fun fact for everybody is we have, our cyber vault is the only solution in the industry that is endorsed by Sheltered Harbor that meets all the needs of the financial sector. >> So it's interesting when you think about the NIST framework for cybersecurity. It's all about about layers. You're sort of bringing that now to data protection. >> Jeff: Correct. Yeah. >> All right. In a minute, we're going to come back with Travis and dig into the news. We're going to take a short break. Keep it right there. (upbeat music) (upbeat adventurous music) Okay, we're back with Jeff and Travis Vigil to dig deeper into the news. Guys, again, good to see you. Travis, if you could, maybe you, before we get into the news, can you set the business context for us? What's going on out there? >> Yeah. Thanks for that question, Dave. To set a little bit of the context, when you look at the data protection market, Dell has been a leader in providing solutions to customers for going on nearly two decades now. We have tens of thousands of people using our appliances. We have multiple thousands of people using our latest modern, simple PowerProtect Data Manager Software. And as Jeff mentioned, we have, 1,700 customers protecting 14 exabytes of data in the public clouds today. And that foundation gives us a unique vantage point. We talked to a lot of customers and they're really telling us three things. They want simple solutions. They want us to help them modernize. And they want us to add as the highest priority, maintain that high degree of resiliency that they expect from our data protection solutions. So, that's the backdrop to the news today. And as we go through the news, I think you'll agree that each of these announcements deliver on those pillars. And in particular, today we're announcing the PowerProtect Data Manager Appliance. We are announcing PowerProtect Cyber Recovery Enhancements, and we are announcing enhancements to our APEX Data Storage Services. >> Okay, so three pieces. Let's dig to that. It's interesting, appliance, everybody wants software, but then you talk to customers and they're like, "Well, we actually want appliances because we just want to put it in and it works." >> Travis: (laughs) Right. >> It performs great. So, what do we need to know about the appliance? What's the news there? >> Well, you know, part of the reason I gave you some of those stats to begin with is that we have this strong foundation of experience, but also intellectual property components that we've taken that have been battle tested in the market. And we've put them together in a new simple, integrated appliance that really combines the best of the target appliance capabilities we have with that modern, simple software. And we've integrated it from the, you know, sort of taking all of those pieces, putting them together in a simple, easy to use and easy to scale interface for customers. >> So, the premise that I've been putting forth for months now, probably well over a year, is that data protection is becoming an extension of your cybersecurity strategies. So, I'm interested in your perspective on cyber recovery. Your specific news that you have there. >> Yeah, you know, we are in addition to simplifying things via the appliance, we are providing solutions for customers no matter where they're deploying. And cyber recovery, especially when it comes to cloud deployments, is an increasing area of interest and deployment that we see with our customers. So, what we're announcing today is that we're expanding our cyber recovery services to be available in Google Cloud. With this announcement, it means we're available in all three of the major clouds and it really provides customers the flexibility to secure their data no matter if they're running on-premises, in Acolo, at the Edge, in the public cloud. And the other nice thing about this announcement is that you have the ability to use Google Cloud as a cyber recovery vault that really allows customers to isolate critical data and they can recover that critical data from the vault back to on-premises or from that vault back to running their cyber protection or their data protection solutions in the public cloud. >> I always invoke my favorite Matt Baker here. "It's not a zero sum game", but this is a perfect example where there's opportunities for a company like Dell to partner with the public cloud provider. You've got capabilities that don't exist there. You've got the on-prem capabilities. We could talk about Edge all day, but that's a different topic. Okay, so my other question Travis, is how does this all fit into APEX? We hear a lot about APEX as a service. It's sort of the new hot thing. What's happening there? What's the news around APEX? >> Yeah, we've seen incredible momentum with our APEX solutions since we introduced data protection options into them earlier this year. And we're really building on that momentum with this announcement being providing solutions that allow customers to consume flexibly. And so, what we're announcing specifically is that we're expanding APEX Data Storage Services to include a data protection option. And it's like with all APEX offers, it's a pay-as-you-go solution. Really streamlines the process of customers purchasing, deploying, maintaining and managing their backup software. All a customer really needs to do is specify their base capacity. They specify their performance tier. They tell us do they want a one year term or a three year term and we take it from there. We get them up and running so they can start deploying and consuming flexibly. And as with many of our APEX solutions, it's a simple user experience all exposed through a unified APEX Console. >> Okay, so it's, you're keeping it simple, like I think large, medium, small. You know, we hear a lot about T-shirt sizes. I'm a big fan of that 'cause you guys should be smart enough to figure out, you know, based on my workload, what I need. How different is this? I wonder if you guys could address this. Jeff, maybe you can start. >> Sure, I'll start and then- >> Pitch me. >> You know, Travis, you jump in when I screw up here. >> Awesome. >> So, first I'd say we offer innovative multicloud data protection solutions. We provide that deliver performance, efficiency and scale that our customers demand and require. We support as Travis said, all the major public clouds. We have a broad ecosystem of workload support and I guess the great news is we're up to 80% more cost effective than any of the competition. >> Dave: 80%? >> 80% >> Hey, that's a big number. All right, Travis, what's your point of view on this? >> Yeah, I think number one, end-to-end data protection. We are that one stop shop that I talked about, whether it's a simplified appliance, whether it's deployed in the cloud, whether it's at the Edge, whether it's integrated appliances, target appliances, software. We have solutions that span the gamut as a service. I mentioned the APEX Solution as well. So really, we can provide solutions that help support customers and protect them, any workload, any cloud, anywhere that data lives. Edge, Core to Cloud. The other thing that we hear as a big differentiator for Dell, and Jeff touched on on this a little bit earlier, is our Intelligent Cyber Resiliency. We have a unique combination in the market where we can offer immutability or protection against deletion as sort of that first line of defense. But we can also offer a second level of defense, which is isolation, talking about data vaults or cyber vaults and cyber recovery. And more importantly, the intelligence that goes around that vault. It can look at detecting cyber attacks. It can help customers speed time to recovery. And really provides AI and ML to help early diagnosis of a cyber attack and fast recovery should a cyber attack occur. And if you look at customer adoption of that solution, specifically in the cloud, we have over 1300 customers utilizing PowerProtect Cyber Recovery. >> So, I think it's fair to say that your portfolio has obviously been a big differentiator. Whenever I talk to your finance team, Michael Dell, et cetera, that end-to-end capability, that your ability to manage throughout the supply chain. We actually just did an event recently with you guys where you went into what you're doing to make infrastructure trusted. And so my take on that is you, in a lot of respects, you're shifting the client's burden to your R&D. now they have a lot of work to do, so it's not like they can go home and just relax. But that's a key part of the partnership that I see. Jeff, I wonder if you could give us the final thoughts. >> Sure. Dell has a long history of being a trusted partner within IT, right? So, we have unmatched capabilities. Going back to your point, we have the broadest portfolio. We're a leader in every category that we participate in. We have a broad deep breadth of portfolio. We have scale. We have innovation that is just unmatched. Within data protection itself, we are the trusted market leader. No if, ands or buts. We're number one for both data protection software in appliances per IDC and we were just named for the 17th consecutive time the leader in the Gartner Magic Quadrant. So, bottom line is customers can count on Dell. >> Yeah, and I think again, we're seeing the evolution of data protection. It's not like the last 10 years. It's really becoming an adjacency and really, a key component of your cyber strategy. I think those two parts of the organization are coming together. So guys, really appreciate your time. Thanks for coming. >> Thank you, sir. >> Dave. >> Travis, good to see you. All right, in a moment I'm going to come right back and summarize what we learned today, what actions you can take for your business. You're watching "The Future of Multicloud Data Protection" made possible by Dell in collaboration with theCUBE, your leader in enterprise and emerging tech coverage. Right back. >> Advertiser: In our data-driven world, protecting data has never been more critical. To guard against everything from cyber incidents to unplanned outages, you need a cyber resilient multicloud data protection strategy. >> It's not a matter of if you're going to get hacked, it's a matter of when. And I want to know that I can recover and continue to recover each day. >> It is important to have a cyber security and a cyber resiliency plan in place because the threat of cyber attack are imminent. >> Advertiser: PowerProtect Data Manager from Dell Technologies helps deliver the data protection and security confidence you would expect from a trusted partner and market leader. >> We chose PowerProtect Data Manager because we've been a strategic partner with Dell Technologies for roughly 20 years now. Our partnership with Dell Technologies has provided us with the ability to scale and grow as we've transitioned from 10 billion in assets to 20 billion. >> Advertiser: With PowerProtect Data Manager, you can enjoy exceptional ease of use to increase your efficiency and reduce costs. >> I'd installed it by myself, learn it by myself. It was very intuitive. >> While restoring your machine with PowerProtect Data Manager is fast, we can fully manage PowerProtect through the center. We can recover a whole machine in seconds. >> Instructor: Data Manager offers innovation such as transparent snapshots to simplify virtual machine backups, and it goes beyond backup and restore to provide valuable insights into protected data, workloads and VMs. >> In our previous environment, it would take anywhere from three to six hours a night to do a single backup of each VM. Now, we're backing up hourly and it takes two to three seconds with the transparent snapshots. >> Advertiser: With PowerProtect's Data Manager, you get the peace of mind knowing that your data is safe and available whenever you need it. >> Data is extremely important. We can't afford to lose any data. We need things just to work. >> Advertiser: Start your journey to modern data protection with Dell PowerProtect's Data Manager. Visit dell.com/powerprotectdatamanager >> We put forth the premise in our introduction that the worlds of data protection in cybersecurity must be more integrated. We said that data recovery strategies have to be built into security practices and procedures and by default, this should include modern hardware and software. Now, in addition to reviewing some of the challenges that customers face, which have been pretty well documented, we heard about new products that Dell Technologies is bringing to the marketplace that specifically address these customer concerns. And there were three that we talked about today. First, the PowerProtect Data Manager Appliance, which is an integrated system taking advantage of Dell's history in data protection, but adding new capabilities. And I want to come back to that in a moment. Second is Dell's PowerProtect Cyber Recovery for Google Cloud platform. This rounds out the big three public cloud providers for Dell, which joins AWS and Azure support. Now finally, Dell has made its target backup appliances available in APEX. You might recall, earlier this year we saw the introduction from Dell of APEX Backup Services and then in May at Dell Technologies World, we heard about the introduction of APEX Cyber Recovery Services. And today, Dell is making its most popular backup appliances available in APEX. Now, I want to come back to the PowerProtect Data Manager Appliance because it's a new integrated appliance and I asked Dell off camera, "Really what is so special about these new systems and what's really different from the competition?" Because look, everyone offers some kind of integrated appliance. So, I heard a number of items. Dell talked about simplicity and efficiency and containers and Kubernetes. So, I kind of kept pushing and got to what I think is the heart of the matter in two really important areas. One is simplicity. Dell claims that customers can deploy the system in half the time relative to the competition. So, we're talking minutes to deploy, and of course that's going to lead to much simpler management. And the second real difference I heard was backup and restore performance for VMware workloads. In particular, Dell has developed transparent snapshot capabilities to fundamentally change the way VMs are protected, which leads to faster backup and restores with less impact on virtual infrastructure. Dell believes this new development is unique in the market and claims that in its benchmarks, the new appliance was able to back up 500 virtual machines in 47% less time compared to a leading competitor. Now, this is based on Dell benchmarks, so hopefully these are things that you can explore in more detail with Dell to see if and how they apply to your business. So if you want more information, go to the Data Protection Page at dell.com. You can find that at dell.com/dataprotection. And all the content here and other videos are available on demand at theCUBE.net. Check out our series on the blueprint for trusted infrastructure, it's related and has some additional information. And go to siliconangle.com for all the news and analysis related to these and other announcements. This is Dave Vellante. Thanks for watching "The Future of Multicloud Protection" made possible by Dell, in collaboration with theCUBE, your leader in enterprise and emerging tech coverage. (upbeat music)

Published Date : Oct 27 2022

SUMMARY :

by the degree to which their businesses Good to see you. You know, I'd like to So, they need to make sure I mean, when you talk about and the reality of the multicloud sprawl. mean the data's there to help our customers with. Okay, so it's nuanced 'cause and gravity of the data. They have to do that into the system to be more resilient." and that very, you know, and confirms everything we just talked I'd like to look at the time series on how to handle this. in the cloud today. Okay, so you said modern, And that's from deployment to consumption, to also reduce your risk." that meets all the needs that now to data protection. Yeah. and dig into the news. So, that's the backdrop to the news today. Let's dig to that. What's the news there? and easy to scale interface for customers. So, the premise that that critical data from the to partner with the public cloud provider. that allow customers to consume flexibly. I'm a big fan of that 'cause you guys You know, Travis, you and I guess the great news is we're up your point of view on this? I mentioned the APEX Solution as well. to say that your portfolio Going back to your point, we of the organization Travis, good to see you. to unplanned outages, you and continue to recover each day. It is important to and security confidence you would expect from 10 billion in assets to 20 billion. to increase your efficiency I'd installed it by we can fully manage to simplify virtual machine backups, from three to six hours a and available whenever you need it. We need things just to work. journey to modern data protection and of course that's going to

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Brad Maltz, Dell Technologies | KubeCon + CloudNativeCon NA 2022


 

(upbeat music) >> Good afternoon, everyone. Welcome back to theCUBE Live in Detroit, Michigan. Lisa Martin here with John Furrier. We are covering KubeCon + CloudNativeCon '22. John, this is day two of our coverage wall-to-wall three days of coverage on theCUBE. We've been talking a lot about the developer and how the world is starting to really revolve around developer and DevOps portfolios. >> Yes, developers, startups, big companies, all transforming. This next segment, we want to hear from how Dell Technologies cloud natives, big time strategy there and looking forward to it. It's good. It's going to be a great segment. >> Yes, please welcome back one of our alumni to theCUBE. Brad Maltz is here, Senior Director of DevOps Portfolio and DevRel for Dell Technologies. Good to see you. >> Thank you guys for having me. >> So, Dell at KubeCon, what's going on? >> Yeah, that's literally the most common question I'm getting. So for us, it's a lot about our customer base is making that transformation into a DevOps world. And they have a ton of Dell and they're like, Hey, from a Dell perspective, how do you help us make that transformation into a DevOps operating model? So we're here to explain that. We're here to talk about infrastructure as code, our container Kubernetes story, our multi-cloud story. We're talking about all of it. >> Tell us about those stories and what the value is in it for companies to work with Dell as they transition. >> So when we look at it from a DevOps perspective for us, it's all about the culture, the operating model shift they're trying to make. And what that means to them is they have to figure out how do they automate all of the stacks they have to deal with. Whether it's going to be server, storage, data protection, network, and all the way up through the hypervisor and Kubernetes. That means they need to work with an ecosystem of tools. Things like Ansible, things like Terraform, all that stuff. Our job is to make our portfolio more consumable in the infrastructure as code space. That's one part of the discussion. The second part of the conversation is Kubernetes won. Kubernetes won the abstraction in this multi-cloud world and we as Dell are helping our customers consume Kubernetes. Whether it's by bringing solutions and more appliance oriented mentality to the market or whether it's actually enabling them with our container storage modules and CSI drivers. >> So it as supercloud as we call or multi-cloud as some people call it, you're starting to see the abstraction for interoperability, but essentially just distributed hybrid cloud. Edge as you guys have a big presence. So Dell's supplying not just the data center anymore. Cloud models are moving to hybrid on-premises, edge is growing. We saw some great use cases where military applications are using Kubernetes and all kinds of new things. So this real examples happening right now. This is going to impact Dell's customers and Dell as a supplier of compute and servers. And the gear that runs everything. Like at a telco, you can have a data center at an edge spot, like a box could be a data center. >> Telco is a great example cause we created the business, the Telco business unit. And in the Telco business unit, our goal was, hey, telco is a little different than enterprise edge. Enterprise edge, retail, manufacturing, healthcare. They have certain needs. Telco, much smaller group of customers that have a much different set of needs. And that's very similar is how do we scale at the edge? How do we control things programmatically? How do we do it in a secure way? And how do we do it so that our people internally don't have to deal with the underpinnings of all that infrastructure. Just make it easier for them. That's our goal through the edge discussions, through telco and all that. >> Yeah. We've been doing a big thing on why hardware matters. Hardware's back. We look at all the hyperscalers, the big competition is faster, faster, faster chips, faster the physics. This is part of the supply chain both hardware and software. Okay. So developers want more power. At the end of the day, this community here wants invisible infrastructure and they want it fast. >> Brad: Yes, that's exactly right. >> There's a lot under the hub. It's still servers. >> You still got firmware, you still got bio, you still got to management operating system, You still got to patch things, kernels, security issues, all of that from a server perspective. We haven't even talked about storage or networking or any of the other stuff. So there's a ton of buttons and dials under the covers. >> And that's totally going to be awesome. And the question comes in, okay, now take me to the cloud native because automation, infrastructures code, these are now the hotspots. Software supply chain, not hardware, software supply chain. So these are all things that are going to be intersecting. What's your view? >> In the multi-cloud view of the world, what we really have are our customers are saying, okay, we started on one cloud, Amazon or Azure or Google. And they're like, you know what? We had to go to a second cloud for whatever reason, many reasons. Now we have to manage two clouds. And by the way, we never got fully off-prem. So now we have all of our on-premises stuff plus multiple clouds. How do we deal with the complexity there? And the complexity there is everything from data problems of data mobility, data protection, replication, all that stuff. How do we deal with the actual application life cycle management across that? And that's where a lot of the tooling we're discussing comes in. That's where Kubernetes comes in and they want to do it in an agnostic way. 'Cause if they can't begin to transition to do it in a standardized layer, then the end of the day they're still going to be managing three totally different environments with three separate engineering teams. >> So is your target audience primarily existing Dell customers, legacy customers, or is it really wide open? >> It's actually been opening up. So we have kind of, the way I view it is we have three different segments that we're going to be going after. We have what I would say is the top 10% of the industry that's really able to skill up into this DevOps world very quickly. They're going to go after the GitOps, they're going to go after all those things. That's a combination of existing customers, but also the really, really large customers that can build their own clouds on-premises. We then have the other end of the spectrum. People that aren't making the shift. People that are like, you know what this DevOps transformation it's not going to help us there, but we still need server and storage and whatnot. And then I like to call it the squishy middle. 60, 70% of the market that's like, we can't scale up in time, we can't hire the people, they're not available 'cause that 10% just got them all, but we still have the same problems. And how do we operate in a world where we have that multi-cloud type of a problem, but we can't find the people. Now you got to figure out more of the no-code, low-code packaged solutions, packaged automation coming from companies like Dell and others. >> So there's customers that are either at the beginning of their journey are not convinced yet. What are some of the barriers that they're seeing that Dell can help them overcome? >> Number one thing, education. >> Lisa: Really? >> We're hearing that consistently here at KubeCon and just customer meetings all over the place. There is a segment of the industry that they're empowered to move into a DevOps model. They don't have the ability or resources. They're not able to say, I've been doing this forever in this way in storage. How do I do that in another thing? And they're scared. They want somebody to come in and kind of handhold them a little bit, but somebody they trust. Somebody they've been working with for a very long time. That's Dell's role. Hands-on labs, training materials, how-to videos, but do it in the comfortable way that they feel like, okay we got this. >> And the success with the customers has been that well-documented. The success with the company, again, continues to survive and thrive in all conditions. So Michael Dell knows what he's doing. Love following his strategy. Michael, if you're watching, I know he watches theCUBE video, congratulations. But now the hard question for Dell is this, the applications used to run on PCs, now they're running PCs under the covers and servers. The application space here at this community is enabled by Kubernetes, is creating a new application runtime like environment. I like, compared to the old app server days when things were like just application specific, development got easier. We're in that renaissance now where the app runtime is being enabled by Kubernetes. You guys been there, done that in the old school, now the new school. What's your view on this Kubernetes? What's Dell's view on? >> Yeah, so back to Kubernetes won in my head. It's just flat out won and part of the reason, and it beat out a lot of things. You remember Cloud Foundry, which there's still a thing, but Cloud Foundry went a little too far up into the application stack and constrained the application developers a bit too much. Kubernetes success is two things. It's because they're not constraining the developer, but they're also figuring out how to enable that IT operations mindset. And they become that happy medium that's out there. So now all of a sudden, application modernization conversations and cloud-native app development, there is a standard package. There's standard load balancing and security paradigm, standard registration mechanisms, all built into the Kubernetes layer, by the way, enabled by an ecosystem. And because they're actually going through that, what's happening now is we can finally move forward. We can take that next step and we can build around that ecosystem of Kubernetes. >> That is thematically something that we've been hearing, John, for the last day and a half is the maturation of Kubernetes People, what's next? We are ready for the next step. Talk about Dell as an enabler of that. >> Yeah, so a funny, another part of that paradigm is Kubernetes does not equal virtualization. And this is a hard one in this industry right now. A lot of people say, well, yeah, we did the VMware pivot and then the KVM and everything else and they're like, this is just another one of those pivots. I'm like, no it's not. Virtualization was the pivot of physical hardware became virtual hardware, but you still thought of it in CPU memory disc and you managed it in the same way. Kubernetes, it's a such a different way of thinking about operationalization and all that abstraction that what we're realizing is people need to take baby steps into Kubernetes right now. The maturity of it is great because there is an ecosystem around it, but the majority of the industry isn't even aware of the basics of Kubernetes right now. So our job, we look at it as the education part, but also can we deliver the solutions together with the OpenShift's of the world and the Tanzu's of the world and the Rancher's of the world. Can we deliver more of that full stack experience going into the next few years? That's where we believe we can help accelerate them. Education and that delivery mechanism. >> And the community support is going to be there too. You got to have the. >> 100%. >> The community, not just education, which you guys done before, but doing it with open source vibe. >> That's where DevRel comes in. So the DevRel half of my world now is all about Dell in the community. And to be part of community isn't just to say, Hey, I'm going to go sponsor something. That's not community to me. >> It doesn't hurt. >> It doesn't hurt, but we're going to do that. We're definitely going to help with that. What our notion is you got to participate, you got to contribute, you got to be there, you got to be part of the community. That's part of my developer relations team is to become part of it. >> You got to be part of it and belong. Belonging is earning. >> Brad: Yes. >> And that's the key. And the other thing we were talking about standards and Dell has won a lot of business 'cause the PC and the servers all had standards, standard components. Standards now in the community are being driven by developer consensus. >> Brad: Yes. >> So that is an interesting new paradigm. So if you make cloud native work where all the hardware and software that's powering the builders is invisible. The developers will tell you what they want. >> 100%. >> And that's why your Kubernetes, Cloud Foundry example is so on point. It's a little bit nuanced, but what happened there is, let's explain Kubernetes was loosely de facto enabling. They didn't try to take too much territory. They didn't over push. >> Brad: Exactly. >> They were very flexible, lightweight at first, but it was enabling. >> It was organic. >> And we called it on theCUBE, I'm not going to lie, we called that early on. So props to us. >> Brad: Good job. >> Pat on the back. >> Lisa: Pat your own back. >> We get it right a lot. But now there's impact though. But the Dell I think speaks to the theme here, which just we talked is that you got startups here. We had from Envoy, we saw the donator there. He started his own company. You got Dell, which has large enterprises running massive workloads with a lot of legacy and modernization. So you got a combination of both coming together. This is going to be a collision of innovation. >> Oh I look, that's exactly right. Part of what I've been getting is not just the end users, the infrastructure developers, and whatnot around here. Startups look, come to Dell, and they're like, why are you here? Like we build this and we don't talk to you. And we're like, why not? If we come to market and start delivering more of those Kubernetes oriented solutions and the Kubernetes stack experience, that's where you guys should be working with us. You're part of the ecosystem. >> Well, your job is to say to them, look it when you want to write your software for the edge and we have market share of the most hardware at the edge, 'cause we perform better on the edge. No one wants to write software on the slower platform. >> No. >> Name me one I want to write software that's just, this is something, but people don't understand that's why you're here. >> Brad: That's exactly right. >> The game is about performance. >> Brad: Yeah. >> Cloud can do it, you can do it with a machine. So it depends where in the distributed computing chain you're at. >> You bring up one topic that actually isn't a core discussion topic around DevOps, but I am seeing more HPC and a AI/ML conversations popping up in this DevOps cloud native space. 'Cause even the market of HPC, which is a very traditional market, commodity server driven in the past, they're starting to say, how do I take advantage of Kubernetes and all of the benefits that we've been talking about. >> What are some of the things that you've heard like in your sense is the key theme or the talk track of Kubernetes, its evolution? What's on the developer's minds the last day and a half at this conference? >> Oh, okay. That's a hard question, but a good one. So the way I look at it is probably it's the robustness of the features within Kubernetes, not the native features, but even partner included features. They just want to be able to handle security in a much more, I hate to say zero trust, but secure cloud native way. There's tools in the Kubernetes ecosystem that are so integrated into Kubernetes. They don't have to think sometimes as much about how do they do it themselves. They can go find through open source or off-the-shelf startup and say, I need that and I can spin it up in about five minutes and now I'm doing that without having to spend weeks or months and having to build that. And that's security is one example. You can go through the networking discussion, you can go through so many different areas. The fact is because of community and the ecosystem, that is the winning formula for Kubernetes to enable the development. That's all I'm hearing here is they're like, give me more, give me more startups, give me more of these technologies. >> And ease of use has been a big topic here. We've been talking before we came on camera about VMware has done great since it used the virtual machine example versus Kubernetes. That is millions of developers and operators on VMware. They have about 200,000 plus just in VMUG alone. So they are going to transform their careers. They're looking for a home. They're looking for a community for the next 10 years. I mean, VMware will still be around with Broadcom, but I'm speculating that it will be much more in maintenance mode. But to get someone's career in fourth gear, fifth gear, you got to go and get that next skill set, and that's the question. Where do all these operators, IT operators go to become enterprise operators? >> Brad: That's exactly right. >> That is a big topic. What's your reaction? >> Sp I'm actually a living proof of that. I grew up in the VMware ecosystem. And for me making that pivot, it took me many years. One of the ways I did that was I actually have run in Dell, our advanced development pivotal Dojos, if you remember Pivotal. >> Yes. >> And doing the Pair Programming in Agile. It took me that mental shift to say, okay, we were doing it that way and now there's a new way to do it through code with developers and using all the new buzzwords. And that pivot is different for somebody that's just starting now, and they don't have access to a Dojo that they can go handle like a whole bunch of pair programmers. How do they make that pivot? That's 100% what we have to do. >> Okay, so my question is this, this is a hard question for you, maybe you can answer or not or maybe you can. What's different now than the attempt in the past from Dell EMC to do work or align with the developers? I think, was it five, six years ago, it was an effort. Was it timing? What's different now from then? >> So that attempt was awesome. That team was great. I was very close to that team and that was from the EMC side originally is where they have built that out. And the notion of that was that we just have to go start contributing knowledge and technology into the community and start really taking the brand and trying to expand the brand to be relevant in that community. Nothing wrong. That was actually an amazing way they did it. I think through the merger there was definitely a little bit of, okay, well, maybe this isn't one of our top priorities right now and that's probably what happened through the actual merger. >> John: It's a little bit distraction. >> It was distraction. >> Timings wasn't as good now. >> You try merging a 67 billion merger. I mean it's just really hard to do. What happened here is I think we finally got past a lot of that with the merger and now we're in steady stage/growth mode, which is a notion that now we can go and do this again in the new world, taking our lessons learned from what we did before, and try to actually go and update that in these new power apps. >> And you could point to some specific timing issues. Like at that time this community wasn't as advanced along. Kubernetes wasn't as clear. Visibility to that value proposition. Although a lot of people were speculating what happened that way. >> Exactly. >> But now with multi-cloud, I think developers starting to see the reality that it ain't going to be one cloud. >> Well, multi-cloud is not one cloud, so 100%. >> Well, I mean there's multi-cloud today, but it's really not multi-cloud by the way it could be. The people have multiple clouds. I think that gives developers comfort that existing enterprise players. Remember Microsoft wasn't really in the cloud game six, seven years ago. Look where they are now. Significant progress, nipping at the heels of AWS. So all the enterprise players are back at the table. >> Brad: Yeah, definitely. We're here. >> And that's timing issue. >> We're here. >> Talk about, you're here, you are helping customers get to the basics of Kubernetes. You talked a lot about the importance of the education. >> Brad: Yes. >> That screams to me that Dell can be a facilitator of cultural change within organizations, whether it's a bank or a hospital or a retailer or whatnot. Another thing that I'm curious about, what you guys are doing, how you've evolved, Dell is a massive partner ecosystem. How is the partner ecosystem involved in helping customers build their DevOps portfolios and really start embracing, understanding, and learning about Kubernetes? >> So that's an ever changing world right now. And that's part of why we're here at KubeCon is to help expand that. We have a very, very strong partner community. Not even just channel, but like technology partner community. And our goal is to understand with our DevOps portfolio what needs to be the next step of that partner community. Do we have to go partner up with like the, I'll use examples, the Solo.io. Do we have to partner up with all the mesh companies, the HashiCorp, which we are, We have to understand where the layers that make sense and where don't. There are some that don't make sense because they're so often to an app developer land or they're so far above even Kubernetes sometimes that maybe they don't make sense in our partner community. >> How influential are, I know we got to go soon, but how influential are your customers in helping to make some of those decisions? It's all about the customer at the end of the day. >> They're the only one that's deciding for us. They have to come to us. We have to see the need. We have to understand the discussions through our sales mechanisms, our other mechanisms. We're using that data every single day, every hour to make those decisions. >> Awesome. Brad, it's been great to have you. Sorry we took more of your time than we planned, but it was so interesting. >> No, this is awesome. >> Dell at KubeCon, you've done a great job of explaining why that absolutely resonates, the relevance, and why customers should be looking at Dell as their partner for this. Thank you so much for your time and your insights. >> Thank you guys. >> All right. For John Furrier and our guest, I'm Lisa Martin. You're watching theCUBE live at KubeCon + CloudNativeCon '22 from Detroit, Michigan. Stick around, our next guest will be here in just a minute. (gentle music)

Published Date : Oct 27 2022

SUMMARY :

and how the world is and looking forward to it. one of our alumni to theCUBE. the most common question I'm getting. for companies to work with Dell and all the way up through And the gear that runs everything. And in the Telco business This is part of the supply chain There's a lot under the hub. or any of the other stuff. And the question comes in, And by the way, we never People that aren't making the shift. at the beginning of their but do it in the comfortable way And the success with the customers and part of the reason, is the maturation of Kubernetes and the Tanzu's of the world And the community support but doing it with open source vibe. So the DevRel half of my world now We're definitely going to help with that. You got to be part of it and belong. And the other thing we were the builders is invisible. And that's why your They were very flexible, So props to us. This is going to be a and the Kubernetes stack experience, the most hardware at the edge, that's why you're here. the distributed computing and all of the benefits that that is the winning formula for Kubernetes and that's the question. That is a big topic. One of the ways I did that was and they don't have access to the attempt in the past And the notion of that was a lot of that with the merger Visibility to that value proposition. that it ain't going to be one cloud. not one cloud, so 100%. So all the enterprise players Brad: Yeah, definitely. importance of the education. How is the partner ecosystem involved And our goal is to understand at the end of the day. They're the only one been great to have you. the relevance, and why customers For John Furrier and our

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Michael Foster & Doron Caspin, Red Hat | KubeCon + CloudNativeCon NA 2022


 

(upbeat music) >> Hey guys, welcome back to the show floor of KubeCon + CloudNativeCon '22 North America from Detroit, Michigan. Lisa Martin here with John Furrier. This is day one, John at theCUBE's coverage. >> CUBE's coverage. >> theCUBE's coverage of KubeCon. Try saying that five times fast. Day one, we have three wall-to-wall days. We've been talking about Kubernetes, containers, adoption, cloud adoption, app modernization all morning. We can't talk about those things without addressing security. >> Yeah, this segment we're going to hear container and Kubernetes security for modern application 'cause the enterprise are moving there. And this segment with Red Hat's going to be important because they are the leader in the enterprise when it comes to open source in Linux. So this is going to be a very fun segment. >> Very fun segment. Two guests from Red Hat join us. Please welcome Doron Caspin, Senior Principal Product Manager at Red Hat. Michael Foster joins us as well, Principal Product Marketing Manager and StackRox Community Lead at Red Hat. Guys, great to have you on the program. >> Thanks for having us. >> Thank you for having us. >> It's awesome. So Michael StackRox acquisition's been about a year. You got some news? >> Yeah, 18 months. >> Unpack that for us. >> It's been 18 months, yeah. So StackRox in 2017, originally we shifted to be the Kubernetes-native security platform. That was our goal, that was our vision. Red Hat obviously saw a lot of powerful, let's say, mission statement in that, and they bought us in 2021. Pre-acquisition we were looking to create a cloud service. Originally we ran on Kubernetes platforms, we had an operator and things like that. Now we are looking to basically bring customers in into our service preview for ACS as a cloud service. That's very exciting. Security conversation is top notch right now. It's an all time high. You can't go with anywhere without talking about security. And specifically in the code, we were talking before we came on camera, the software supply chain is real. It's not just about verification. Where do you guys see the challenges right now? Containers having, even scanning them is not good enough. First of all, you got to scan them and that may not be good enough. Where's the security challenges and where's the opportunity? >> I think a little bit of it is a new way of thinking. The speed of security is actually does make you secure. We want to keep our images up and fresh and updated and we also want to make sure that we're keeping the open source and the different images that we're bringing in secure. Doron, I know you have some things to say about that too. He's been working tirelessly on the cloud service. >> Yeah, I think that one thing, you need to trust your sources. Even if in the open source world, you don't want to copy paste libraries from the web. And most of our customers using third party vendors and getting images from different location, we need to trust our sources and we have a really good, even if you have really good scanning solution, you not always can trust it. You need to have a good solution for that. >> And you guys are having news, you're announcing the Red Hat Advanced Cluster Security Cloud Service. >> Yes. >> What is that? >> So we took StackRox and we took the opportunity to make it as a cloud services so customer can consume the product as a cloud services as a start offering and customer can buy it through for Amazon Marketplace and in the future Azure Marketplace. So customer can use it for the AKS and EKS and AKS and also of course OpenShift. So we are not specifically for OpenShift. We're not just OpenShift. We also provide support for EKS and AKS. So we provided the capability to secure the whole cloud posture. We know customer are not only OpenShift or not only EKS. We have both. We have free cloud or full cloud. So we have open. >> So it's not just OpenShift, it's Kubernetes, environments, all together. >> Doron: All together, yeah. >> Lisa: Meeting customers where they are. >> Yeah, exactly. And we focus on, we are not trying to boil the ocean or solve the whole cloud security posture. We try to solve the Kubernetes security cluster. It's very unique and very need unique solution for that. It's not just added value in our cloud security solution. We think it's something special for Kubernetes and this is what Red that is aiming to. To solve this issue. >> And the ACS platform really doesn't change at all. It's just how they're consuming it. It's a lot quicker in the cloud. Time to value is right there. As soon as you start up a Kubernetes cluster, you can get started with ACS cloud service and get going really quickly. >> I'm going to ask you guys a very simple question, but I heard it in the bar in the lobby last night. Practitioners talking and they were excited about the Red Hat opportunity. They actually asked a question, where do I go and get some free Red Hat to test some Kubernetes out and run helm or whatever. They want to play around. And do you guys have a program for someone to get start for free? >> Yeah, so the cloud service specifically, we're going to service preview. So if people sign up, they'll be able to test it out and give us feedback. That's what we're looking for. >> John: Is that a Sandbox or is that going to be in the cloud? >> They can run it in their own environment. So they can sign up. >> John: Free. >> Doron: Yeah, free. >> For the service preview. All we're asking for is for customer feedback. And I know it's actually getting busy there. It's starting December. So the quicker people are, the better. >> So my friend at the lobby I was talking to, I told you it was free. I gave you the sandbox, but check out your cloud too. >> And we also have the open source version so you can download it and use it. >> Yeah, people want to know how to get involved. I'm getting a lot more folks coming to Red Hat from the open source side that want to get their feet wet. That's been a lot of people rarely interested. That's a real testament to the product leadership. Congratulations. >> Yeah, thank you. >> So what are the key challenges that you have on your roadmap right now? You got the products out there, what's the current stake? Can you scope the adoption? Can you share where we're at? What people are doing specifically and the real challenges? >> I think one of the biggest challenges is talking with customers with a slightly, I don't want to say outdated, but an older approach to security. You hear things like malware pop up and it's like, well, really what we should be doing is keeping things into low and medium vulnerabilities, looking at the configuration, managing risk accordingly. Having disparate security tools or different teams doing various things, it's really hard to get a security picture of what's going on in the cluster. That's some of the biggest challenges that we talk with customers about. >> And in terms of resolving those challenges, you mentioned malware, we talk about ransomware. It's a household word these days. It's no longer, are we going to get hit? It's when? It's what's the severity? It's how often? How are you guys helping customers to dial down some of the risk that's inherent and only growing these days? >> Yeah, risk, it's a tough word to generalize, but our whole goal is to give you as much security information in a way that's consumable so that you can evaluate your risk, set policies, and then enforce them early on in the cluster or early on in the development pipeline so that your developers get the security information they need, hopefully asynchronously. That's the best way to do it. It's nice and quick, but yeah. I don't know if Doron you want to add to that? >> Yeah, so I think, yeah, we know that ransomware, again, it's a big world for everyone and we understand the area of the boundaries where we want to, what we want to protect. And we think it's about policies and where we enforce it. So, and if you can enforce it on, we know that as we discussed before that you can scan the image, but we never know what is in it until you really run it. So one of the thing that we we provide is runtime scanning. So you can scan and you can have policy in runtime. So enforce things in runtime. But even if one image got in a way and get to your cluster and run on somewhere, we can stop it in runtime. >> Yeah. And even with the runtime enforcement, the biggest thing we have to educate customers on is that's the last-ditch effort. We want to get these security controls as early as possible. That's where the value's going to be. So we don't want to be blocking things from getting to staging six weeks after developers have been working on a project. >> I want to get you guys thoughts on developer productivity. Had Docker CEO on earlier and since then I had a couple people messaging me. Love the vision of Docker, but Docker Hub has some legacy and it might not, has does something kind of adoption that some people think it does. Are people moving 'cause there times they want to have these their own places? No one place or maybe there is, or how do you guys see the movement of say Docker Hub to just using containers? I don't need to be Docker Hub. What's the vis-a-vis competition? >> I mean working with open source with Red Hat, you have to meet the developers where they are. If your tool isn't cutting it for developers, they're going to find a new tool and really they're the engine, the growth engine of a lot of these technologies. So again, if Docker, I don't want to speak about Docker or what they're doing specifically, but I know that they pretty much kicked off the container revolution and got this whole thing started. >> A lot of people are using your environment too. We're hearing a lot of uptake on the Red Hat side too. So, this is open source help, it all sorts stuff out in the end, like you said, but you guys are getting a lot of traction there. Can you share what's happening there? >> I think one of the biggest things from a developer experience that I've seen is the universal base image that people are using. I can speak from a security standpoint, it's awesome that you have a base image where you can make one change or one issue and it can impact a lot of different applications. That's one of the big benefits that I see in adoption. >> What are some of the business, I'm curious what some of the business outcomes are. You talked about faster time to value obviously being able to get security shifted left and from a control perspective. but what are some of the, if I'm a business, if I'm a telco or a healthcare organization or a financial organization, what are some of the top line benefits that this can bubble up to impact? >> I mean for me, with those two providers, compliance is a massive one. And just having an overall look at what's going on in your clusters, in your environments so that when audit time comes, you're prepared. You can get through that extremely quickly. And then as well, when something inevitably does happen, you can get a good image of all of like, let's say a Log4Shell happens, you know exactly what clusters are affected. The triage time is a lot quicker. Developers can get back to developing and then yeah, you can get through it. >> One thing that we see that customers compliance is huge. >> Yes. And we don't want to, the old way was that, okay, I will provision a cluster and I will do scans and find things, but I need to do for PCI DSS for example. Today the customer want to provision in advance a PCI DSS cluster. So you need to do the compliance before you provision the cluster and make all the configuration already baked for PCI DSS or HIPAA compliance or FedRAMP. And this is where we try to use our compliance, we have tools for compliance today on OpenShift and other clusters and other distribution, but you can do this in advance before you even provision the cluster. And we also have tools to enforce it after that, after your provision, but you have to do it again before and after to make it more feasible. >> Advanced cluster management and the compliance operator really help with that. That's why OpenShift Platform Plus as a bundle is so popular. Just being able to know that when a cluster gets provision, it's going to be in compliance with whatever the healthcare provider is using. And then you can automatically have ACS as well pop up so you know exactly what applications are running, you know it's in compliance. I mean that's the speed. >> You mentioned the word operator, I get triggering word now for me because operator role is changing significantly on this next wave coming because of the automation. They're operating, but they're also devs too. They're developing and composing. It's almost like a dashboard, Lego blocks. The operator's not just manually racking and stacking like the old days, I'm oversimplifying it, but the new operators running stuff, they got observability, they got coding, their servicing policy. There's a lot going on. There's a lot of knobs. Is it going to get simpler? How do you guys see the org structures changing to fill the gap on what should be a very simple, turn some knobs, operate at scale? >> Well, when StackRox originally got acquired, one of the first things we did was put ACS into an operator and it actually made the application life cycle so much easier. It was very easy in the console to go and say, Hey yeah, I want ACS my cluster, click it. It would get provisioned. New clusters would get provisioned automatically. So underneath it might get more complicated. But in terms of the application lifecycle, operators make things so much easier. >> And of course I saw, I was lucky enough with Lisa to see Project Wisdom in AnsibleFest. You going to say, Hey, Red Hat, spin up the clusters and just magically will be voice activated. Starting to see AI come in. So again, operations operator is got to dev vibe and an SRE vibe, but it's not that direct. Something's happening there. We're trying to put our finger on. What do you guys think is happening? What's the real? What's the action? What's transforming? >> That's a good question. I think in general, things just move to the developers all the time. I mean, we talk about shift left security, everything's always going that way. Developers how they're handing everything. I'm not sure exactly. Doron, do you have any thoughts on that. >> Doron, what's your reaction? You can just, it's okay, say what you want. >> So I spoke with one of our customers yesterday and they say that in the last years, we developed tons of code just to operate their infrastructure. That if developers, so five or six years ago when a developer wanted VM, it will take him a week to get a VM because they need all their approval and someone need to actually provision this VM on VMware. And today they automate all the way end-to-end and it take two minutes to get a VM for developer. So operators are becoming developers as you said, and they develop code and they make the infrastructure as code and infrastructure as operator to make it more easy for the business to run. >> And then also if you add in DataOps, AIOps, DataOps, Security Ops, that's the new IT. It seems to be the new IT is the stuff that's scaling, a lot of data's coming in, you got security. So all that's got to be brought in. How do you guys view that into the equation? >> Oh, I mean you become big generalists. I think there's a reason why those cloud security or cloud professional certificates are becoming so popular. You have to know a lot about all the different applications, be able to code it, automate it, like you said, hopefully everything as code. And then it also makes it easy for security tools to come in and look and examine where the vulnerabilities are when those things are as code. So because you're going and developing all this automation, you do become, let's say a generalist. >> We've been hearing on theCUBE here and we've been hearing the industry, burnout, associated with security professionals and some DataOps because the tsunami of data, tsunami of breaches, a lot of engineers getting called in the middle of the night. So that's not automated. So this got to get solved quickly, scaled up quickly. >> Yes. There's two part question there. I think in terms of the burnout aspect, you better send some love to your security team because they only get called when things get broken and when they're doing a great job you never hear about them. So I think that's one of the things, it's a thankless profession. From the second part, if you have the right tools in place so that when something does hit the fan and does break, then you can make an automated or a specific decision upstream to change that, then things become easy. It's when the tools aren't in place and you have desperate environments so that when a Log4Shell or something like that comes in, you're scrambling trying to figure out what clusters are where and where you're impacted. >> Point of attack, remediate fast. That seems to be the new move. >> Yeah. And you do need to know exactly what's going on in your clusters and how to remediate it quickly, how to get the most impact with one change. >> And that makes sense. The service area is expanding. More things are being pushed. So things will, whether it's a zero day vulnerability or just attack. >> Just mix, yeah. Customer automate their all of things, but it's good and bad. Some customer told us they, I think Spotify lost the whole a full zone because of one mistake of a customer because they automate everything and you make one mistake. >> It scale the failure really. >> Exactly. Scaled the failure really fast. >> That was actually few contact I think four years ago. They talked about it. It was a great learning experience. >> It worked double edge sword there. >> Yeah. So definitely we need to, again, scale automation, test automation way too, you need to hold the drills around data. >> Yeah, you have to know the impact. There's a lot of talk in the security space about what you can and can't automate. And by default when you install ACS, everything is non-enforced. You have to have an admission control. >> How are you guys seeing your customers? Obviously Red Hat's got a great customer base. How are they adopting to the managed service wave that's coming? People are liking the managed services now because they maybe have skills gap issues. So managed service is becoming a big part of the portfolio. What's your guys' take on the managed services piece? >> It's just time to value. You're developing a new application, you need to get it out there quick. If somebody, your competitor gets out there a month before you do, that's a huge market advantage. >> So you care how you got there. >> Exactly. And so we've had so much Kubernetes expertise over the last 10 or so, 10 plus year or well, Kubernetes for seven plus years at Red Hat, that why wouldn't you leverage that knowledge internally so you can get your application. >> Why change your toolchain and your workflows go faster and take advantage of the managed service because it's just about getting from point A to point B. >> Exactly. >> Well, in time to value is, you mentioned that it's not a trivial term, it's not a marketing term. There's a lot of impact that can be made. Organizations that can move faster, that can iterate faster, develop what their customers are looking for so that they have that competitive advantage. It's definitely not something that's trivial. >> Yeah. And working in marketing, whenever you get that new feature out and I can go and chat about it online, it's always awesome. You always get customers interests. >> Pushing new code, being secure. What's next for you guys? What's on the agenda? What's around the corner? We'll see a lot of Red Hat at re:Invent. Obviously your relationship with AWS as strong as a company. Multi-cloud is here. Supercloud as we've been saying. Supercloud is a thing. What's next for you guys? >> So we launch the cloud services and the idea that we will get feedback from customers. We are not going GA. We're not going to sell it for now. We want to get customers, we want to get feedback to make the product as best what we can sell and best we can give for our customers and get feedback. And when we go GA and we start selling this product, we will get the best product in the market. So this is our goal. We want to get the customer in the loop and get as much as feedback as we can. And also we working very closely with our customers, our existing customers to announce the product to add more and more features what the customer needs. It's all about supply chain. I don't like it, but we have to say, it's all about making things more automated and make things more easy for our customer to use to have security in the Kubernetes environment. >> So where can your customers go? Clearly, you've made a big impact on our viewers with your conversation today. Where are they going to be able to go to get their hands on the release? >> So you can find it on online. We have a website to sign up for this program. It's on my blog. We have a blog out there for ACS cloud services. You can just go there, sign up, and we will contact the customer. >> Yeah. And there's another way, if you ever want to get your hands on it and you can do it for free, Open Source StackRox. The product is open source completely. And I would love feedback in Slack channel. It's one of the, we also get a ton of feedback from people who aren't actually paying customers and they contribute upstream. So that's an awesome way to get started. But like you said, you go to, if you search ACS cloud service and service preview. Don't have to be a Red Hat customer. Just if you're running a CNCF compliant Kubernetes version. we'd love to hear from you. >> All open source, all out in the open. >> Yep. >> Getting it available to the customers, the non-customers, they hopefully pending customers. Guys, thank you so much for joining John and me talking about the new release, the evolution of StackRox in the last season of 18 months. Lot of good stuff here. I think you've done a great job of getting the audience excited about what you're releasing. Thank you for your time. >> Thank you. >> Thank you. >> For our guest and for John Furrier, Lisa Martin here in Detroit, KubeCon + CloudNativeCon North America. Coming to you live, we'll be back with our next guest in just a minute. (gentle music)

Published Date : Oct 27 2022

SUMMARY :

back to the show floor Day one, we have three wall-to-wall days. So this is going to be a very fun segment. Guys, great to have you on the program. So Michael StackRox And specifically in the code, Doron, I know you have some Even if in the open source world, And you guys are having and in the future Azure Marketplace. So it's not just OpenShift, or solve the whole cloud security posture. It's a lot quicker in the cloud. I'm going to ask you Yeah, so the cloud So they can sign up. So the quicker people are, the better. So my friend at the so you can download it and use it. from the open source side that That's some of the biggest challenges How are you guys helping so that you can evaluate So one of the thing that we we the biggest thing we have I want to get you guys thoughts you have to meet the the end, like you said, it's awesome that you have a base image What are some of the business, and then yeah, you can get through it. One thing that we see that and make all the configuration and the compliance operator because of the automation. and it actually made the What do you guys think is happening? Doron, do you have any thoughts on that. okay, say what you want. for the business to run. So all that's got to be brought in. You have to know a lot about So this got to get solved and you have desperate environments That seems to be the new move. and how to remediate it quickly, And that makes sense. and you make one mistake. Scaled the contact I think four years ago. you need to hold the drills around data. And by default when you install ACS, How are you guys seeing your customers? It's just time to value. so you can get your application. and take advantage of the managed service Well, in time to value is, whenever you get that new feature out What's on the agenda? and the idea that we will Where are they going to be able to go So you can find it on online. and you can do it for job of getting the audience Coming to you live,

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Jenn Saavedra, Dell Technology Summit


 

>>Okay, we're back with Jen Vera, who's the Chief Human Resource Officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me, Dave. There's been a lot of change, just a short amount of time, so I'm excited to, to share some of our learnings with >>You. I, I mean, I'll bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, you know, what's still being worked? What would you recommend to other companies to over to you? >>Yeah. Well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing, so for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company. There's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language, because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid? And 86% of our team members said that were, which is great, but we always know there's nuance right behind that macro level. So we, we asked them a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experiences. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have a really healthy business. >>Well, I like that you were data driven around it with the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment and how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well, yeah, but we also want you to know in the office, be so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kind of strange, new ever changing world? >>Yeah. Well, I think, look, one approach doesn't fit all. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, We'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role work, workout with your leader, what really makes the most sense to drive things forward. >>I, >>You were, were talking, that's >>What we, you were talking before about myths and you know, the, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, People in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture. We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance. We looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data. And that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where >>You work. And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cause the dogs aren't barking. I have less distractions. And so, yeah, I think we think, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I, I wanted to switch gears a little bit and talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I ask myself, I'm like, Hmm, what am I missing? You know, with our folks. So especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about as leaders, we've probably been thinking about a decision or a transformation for months or weeks and we're ready to go execute, We're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we sent out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on this change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along. Culture. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation in post isolation economy as they, they could pre covid. But you know, I notice there's, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model and doing so have earned the loyalty and respect of the people who work for them. >>Number one of the lists is Dell sap. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists, they go, Yeah, okay, that's cool. Top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it and how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition rewards to performance evaluation, to interviewee to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important and then kind of repeating, like you said, Yeah, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power a positive thinking, do want to others as others, you know, you have others do it to you. Don't make the see you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>That you might have had a >>Were instilled in me and now I'm bringing them forward and you know, paying it forward. But, but so it, my, I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our CEOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. It's a culture of respect. You know, high performance, high expectations, accountability, having followed the company and worked with the company for many, many years, you always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay. You've been watching a special presentation of the Cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Ante, thanks for watching and we'll see you next time.

Published Date : Oct 13 2022

SUMMARY :

It's great to see you again. so I'm excited to, to share some of our learnings with You know, what's working, you know, what's still being worked? you know, about all these things that people think could happen will happen, And what we have found is really, you don't have to be together in the office And so I'm curious, you know, And so we really wanna meet them where they are so that they can be productive. And so we haven't, we haven't taken a step back. What, what do you think about that? and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is to, to you Jen and, and folks at Dell is, you know, whatever works for you, socially, economically, that taking that time to say you want your team members to And I think with regard to transformation that you But you know, So first of all, congratulations, you know, how'd you do it and how are you succeeding And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, Were instilled in me and now I'm bringing them forward and you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking accountability, having followed the company and worked with the company for many, many years, you always respect and we'll see you next time.

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Breaking Analysis Analyst Take on Dell


 

>>The transformation of Dell into Dell emc. And now Dell Technologies has been one of the most remarkable stories in the history of the enterprise technology industry. The company has gone from a Wall Street darling rocket ship PC company to a Midling enterprise player, forced to go private to a debt laden powerhouse that controlled one of the most valuable assets in enterprise tech i e VMware, and now is a hundred billion dollar giant with a low margin business. A strong balance sheet in the broadest hardware portfolio in the industry and financial magic that Dell went through would make anyone's head spin. The last lever of Dell EMC of the Dell EMC deal was detailed in Michael Dell's book Play Nice But Win in a captivating chapter called Harry You and the Bolt from the Blue Michael Dell described how he and his colleagues came up with the final straw of how to finance the deal. >>If you haven't read it, you should. And of course, after years of successfully integrating EMC and becoming VMware's number one distribution channel, all of this culminated in the spin out of VMware from Dell and a massive wealth creation milestone pending, of course the Broadcom acquisition of VMware. So where's that leave Dell and what does the future look like for this technology powerhouse? Hello and welcome to the Cube's exclusive coverage of Dell Technology Summit 2022. My name is Dave Ante and I'll be hosting the program. Now today in conjunction with the Dell Tech Summit, we're gonna hear from four of Dell's senior executives, Tom Sweet, who's the CFO of Dell Technologies. He's gonna share his views on the company's position and opportunities going forward. He's gonna answer the question, why is Dell a good long-term investment? Then we'll hear from Jeff Boudreau, who's the president of Dell's ISG business. >>That unit is the largest profit driver of Dell. He's gonna talk about the product angle and specifically how Dell is thinking about solving the multi-cloud challenge. And then Sam Groot, who is the senior vice president of marketing, will come on the program and give us the update on Apex, which is Dell's as a service offering, and then the new Edge platform called Project Frontier. Now it's also cyber security Awareness month that we're gonna see if Sam has, you know, anything to say about that. Then finally, for a company that's nearly 40 years old, Dell actually has some pretty forward thinking philosophies when it comes to its culture and workforce. And we're gonna speak with Jen Vera, who's Dell's chief Human Resource Resource Officer about hybrid work and how Dell is thinking about the future of work. However, before we get into all this, I wanna share our independent perspectives on the company and some research that we'll introduce to frame the program. >>Now, as you know, we love data here at the cube and one of our partners, ETR has what we believe is the best spending intentions data for enterprise tech. So here's a graphic that shows ET R'S proprietary net score methodology in the vertical access. That's a measure of spending velocity. And on the X axis, his overlap of pervasiveness in the data sample, this is a cut for just the server, the storage, and the client sectors within the ETR taxonomy. So you can see Dell CSG products, laptops in particular are dominant on both the X and the Y dimensions. CSG is the client solutions group and accounts for nearly 60% of Dell's revenue and about half of its operating income. And then the arrow signifies that dot, that represents Dell's ISG business that we're gonna talk to Jeff Boudro about. That's the infrastructure solutions group. Now, ISG accounts for the bulk of of the remainder of Dell's business, and it is, it's, as I said, it's most profitable from a margin standpoint. >>It comprises the EMC storage business as well as the Dell server business and Dell's networking portfolio. And as a note, we didn't include networking in that cut had we done. So Cisco would've dominated the graphic. And frankly, Dell's networking business isn't industry leading in the same way that PCs, servers and storage are. And as you can see, the data confirms the leadership position Dell has in its client side, its server and its storage sectors. But the nuance is look at that red dotted line at 40% on the vertical axis that represents a highly elevated net score, and every company in the sector is below that line. Now we should mention that we also filtered the data for those companies with more than a hundred mentions in the survey, but the point remains the same. This is a mature business that generally is lower margin storage is the exception, but cloud has put pressure on margins even in that business in addition to the server space. >>The last point on this graphic is we put a box around VMware and it's prominently present on both the X and Y dimensions. VMware participates with purely software defined high margin offerings in this, in these spaces, and it gives you a sense of what might have been had Dell chosen to hold onto that asset or spin it into the company. But let's face it, the alternatives from Michael Dell were just too attractive and it's unlikely that a spin in would've unlocked the value in the way a spinout did, at least not in the near future. So let's take a look at the snapshot of Dell's financials. To give you a sense of where the company stands today, Dell is a company with over a hundred billion in revenue. Last quarter, it did more than 26 billion in revenue and grew at a quite amazing 9% rate for a company that size. >>But because it's a hardware company, primarily its margins are low with operating income, 10% of revenue, and at 21% gross margin with VMware on Dell's income statement before the spin, its gross margins. Were in the low thirties. Now, Dell only spends about 2% of revenue on r and d because because it's so big, it's still a lot of money. And you can see it is cash flow positive. Dell's free cash flow over the trailing 12 month period is 3.7 billion, but that's only 3.5% of trailing 12 month revenue. Dell's Apex, and of course it's hardware maintenance business is recurring revenue and that is only about 5 billion in revenue and it's growing at 8% annually. Now having said that, it's the equivalent of service now's total revenue. Of course, service now is 23% operating margin and 16% free cash flow margin and more than 5 billion in cash on the balance sheet and an 85 billion market cap. >>That's what software will do for you. Now Dell, like most companies, is staring at a challenging macro environment with FX headwinds, inflation, et cetera. You've heard the story and hence it's conservative and contracting revenue guidance. But the balance sheet transformation has been quite amazing. Thanks to VMware's cash flow, Michael Dell and his partners from Silver Lake at all, they put up around $4 billion of their own cash to buy EMC for 67 billion, and of course got VMware in the process. Most of that financing was debt that Dell put on its balance sheet to do the transaction to the tune of 46 billion. It added to the, to the balance sheet debt. Now Dell's debt, the core debt net of its financing operation is now down to 16 billion and it has 7 billion in cash in the balance sheet. So dramatic delta from just a few years ago. So pretty good picture. >>But Dell a hundred billion company is still only valued at 28 billion or around 26 cents on the revenue dollar H HP's revenue multiple is around 60 cents on the revenue dollar. HP Inc. Dell's, you know, laptop and PC competitor is around 45 cents. IBM's revenue multiple is almost two times. By the way, IBM has more than 50 billion in debt thanks to the Red Hat acquisition. And Cisco has a revenue multiple, it's over three x, about 3.3 x currently. So is Dell undervalued? Well, based on these comparisons with its peers, I'd say yes and no. Dell's performance relative to its peers in the market is very strong. It's winning and has an extremely adept go to market machine, but it's lack of software content and it's margin profile leads. One to believe that if it can continue to pull some valuation levers while entering new markets, it can get its valuation well above where it is today. >>So what are some of those levers and what might that look like going forward? Despite the fact that Dell doesn't have a huge software revenue component since spinning out VMware and it doesn't own a cloud, it plays in virtually every part of the hardware market and it can provide infrastructure for pr pretty much any application in any use case and pretty much any industry and pretty much any geography in the world and it can serve those customers. So its size is an advantage. However, the history for hardware heavy companies that try to get bigger has some notable failures, namely hp, which had to split into two businesses, HP Inc. And hp E and ibm, which has had in abysmal decade from a performance standpoint and has had to shrink to grow again and obviously do a massive 34 billion acquisition of Red Hat. So why will Dell do any better than these two? >>Well, it has a fantastic supply chain. It's a founder led company, which makes a cultural difference in our view, and it's actually comfortable with a low margin software, light business model. Most certainly, IBM wasn't comfortable with that and didn't have these characteristics, and HP was kind of just incomprehensible at the end. So Dell in my opinion, is a much better chance of doing well at a hundred billion or over, but we'll see how it navigates through the current headwinds as it's guiding down. Apex is essentially Dell's version of the cloud. Now remember, Dell got started late. HPE is further along from a model standpoint with GreenLake, but Dell has a larger portfolio, so they're gonna try to play on that advantage. But at the end of the day, these as a service offerings are simply ways to bring a utility model to existing customers and generate recurring revenue. >>And that's a good thing because customers will be loyal to an incumbent if it can deliver as a service and reduce risk for for customers. But the real opportunity lies ahead, specifically Dell is embracing the cloud model. It took a while, but they're on board as Matt Baker Dell's senior vice president of corporate strategy likes to say it's not a zero sum game. What it means by that is just because Dell doesn't own its own cloud, it doesn't mean Dell can't build value on top of hyperscale clouds, what we call super cloud. And that's Dell's strategy to take advantage of public cloud CapEx and connect on-prem to the cloud, create a unified experience across clouds and out to the edge that's ambitious and technically it's non-trivial. But listen to Dell's vice chairman and Coco, Jeff Clark, explain this vision, please play the clip. >>You said also technology and business models are tied together and enabler. That's if, if you believe that, then you have to believe that it's a business operating system that they want, They want to leverage whatever they can, and at the end of the day there's, they have to differentiate what they do. Well that, that's >>Exactly right. If I take that and what, what Dave was saying and and I, and I summarize it the following way, if we can take these cloud assets and capabilities, combine them in an orchestrated way to delivery a distributed platform, game over, >>Eh, pretty interesting, right? John Freer called it a business operating system. Essentially, I think of it sometimes as a cloud operating system or cloud operating environment to drive new business value on top of the hyperscale CapEx. Now, is it really game over? As Jeff Clark said, if Dell can do that, I'd say if it had that today, it might be game over for the competition, but this vision will take years to play out. And of course it's gotta be funded and now it's gonna take time. And in this industry it tends to move. Companies tend to move in lockstep. So as often as the case, it's gonna come down to execution and Dell's ability to enter new markets that are ideally, at least from my perspective, higher margin data management, extending data protection into cyber security as an adjacency and of course edge at telco slash 5G opportunities. >>All there for the taking. I mean, look, even if Dell doesn't go after more higher margin software content, it can thrive with a lower margin model just by penetrating new markets and throwing off cash from those markets. But by keeping close to customers and maybe through Tuck in acquisitions, it might be able to find the next nugget beyond today's cloud and on-prem models. And the last thing I'll call out is ecosystem. I say here ecosystem, ecosystem, ecosystem. Because a defining characteristic of a cloud player is ecosystem, and if Apex is Dell's cloud, it has the opportunity to expand that ecosystem dramatically. This is one of the company's biggest opportunities and challenges. At the same time, in my view, it's just scratching the surface on its partner ecosystem. And it's ecosystem today is is both reseller heavy and tech partner heavy. And that's not a bad thing, but in a, but it's starting to evolve more rapidly. >>The snowflake deal is an example of up to stack evolution, but I'd like to see much more out of that snowflake relationship and more relationships like that. Specifically I'd like to see more momentum with data and database. And if we live at a data heavy world, which we do, where the data and the database and data management offerings, you know, coexist and are super important to customers, like to see that inside of Apex, like to see that data play beyond storage, which is really where it is today and it's early days. The point is with Dell's go to market advantage, which which company wouldn't treat Dell like the on-prem hybrid edge super cloud player that I wanna partner with to drive more business. You'd be crazy not to, but Dell has a lot on its plate and we'd like to see some serious acceleration on the ecosystem front. In other words, Dell as both a selling partner and a business enabler with its platform, its programmable infrastructure as a service. And that is a moving target that will rapidly involve. And of course we'll be here watching and reporting. So thanks for watching this preview of Dell Technology Summit 2022. I'm Dave Vte. We hope you enjoy the rest of the program.

Published Date : Oct 13 2022

SUMMARY :

The last lever of Dell EMC of the Dell EMC deal was detailed He's gonna answer the question, why is Dell a good long-term investment? He's gonna talk about the product angle and specifically how Dell is thinking about solving And on the X axis, his overlap of pervasiveness in the This is a mature business that generally is lower margin storage is the exception, So let's take a look at the snapshot of Dell's financials. it's the equivalent of service now's total revenue. and of course got VMware in the process. around 26 cents on the revenue dollar H HP's revenue multiple is around 60 cents the fact that Dell doesn't have a huge software revenue component since spinning out VMware But at the end of the day, these as a service offerings are simply ways to bring a utility model But the real opportunity lies ahead, That's if, if you believe that, then you have to believe that it's a business operating system that If I take that and what, what Dave was saying and and I, and I summarize it the following way, So as often as the case, it's gonna come down to execution and Dell's ability to enter new and if Apex is Dell's cloud, it has the opportunity to expand that ecosystem Specifically I'd like to see more momentum with data and database.

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Alvaro Celiss and Michal Lesiczka Accelerate Hybrid Cloud with Nutanix & Microsoft


 

>>In late 2009 when the industry was just beginning to offer so-called converged infrastructure, CI Nutanix was skating to the puck, so to speak, meaning unlike conversion infrastructure, which essentially bolted together compute and networking and storage into a single skew that was very hardware centric. Nutanix was focused on creating HCI hyperconverged infrastructure, which was a software led architecture that unified the key elements of data center infrastructure. Now, while both approaches saved time and money, HCI took the concept to new heights of cost savings and simplicity. Hyperconverged infrastructure became a staple of private clouds creating a cloudlike experience. OnPrem. As the public cloud evolved and grew, more and more customers are now taking a cloud first approach to it. So the challenge becomes how do you remodel your IT house so that you can connect your on-prem workloads to the cloud, to both simplify cloud migration, while at the same time creating an identical experience across your estate? >>Hello, and welcome to this special program, Accelerate Hybrid Cloud with Nutanix and Microsoft Made Possible by By Nutanix and produced by the Cube. I'm Dave Ante, one of your hosts today. Now, in this session, we'll hear how Nutanix is evolving its initial vision of simplifying infrastructure, deployment and management to support modern applications by partnering with Microsoft to enable that consistent experience that we talked about earlier, to extend hybrid cloud to Microsoft Azure and take advantage of cloud native tooling. Now, what's really important to stress here, and you'll hear this in our second segment, substantive engineering work has gone into this partnership. A lot of partnerships are sealed with a press release. We sometimes call it a Barney deal. You know, I love you, you love me. Like Barney, the once popular children's dinosaur character. We dig into the critical engineering aspects that enable that seamless connection between on-prem infrastructure and the public cloud. >>Now, in our first segment, Lisa Martin talks to Alro Salise, who is the vice president of Global ISD Commercial Solutions at Microsoft, and Michael Les Chica, who is the vice president of business development for the cloud and database partner ecosystem at Nutanix. Now, after that, Lisa will kick it back to me in our Boston studios to speak with Eric Lockard, who is the corporate vice president of Microsoft Azure specialized, along with Thomas Cornell, who is the senior vice president of products at Nutanix. And Indu Carey, who's the senior vice president of of engineering for NCI and NNC two at Nutanix. And we'll dig deeper into the announcement and it's salient features. Thanks for being with us. We hope you enjoy the program. Over to Lisa. >>Hi everyone. Welcome to our event Accelerate Hybrid Cloud with Nutanix and Microsoft. I'm your host Lisa Martin, and I've got two great guests here with me to give you some exciting news. Please welcome Alva Salise, the Vice President of Global ISD Commercial Solutions at Microsoft, and Michael Les Chika, VP of Business Development Cloud and database partner ecosystem at Nutanix. Guys, it's great to have you on the program. Thanks so much for joining me today. Great to be here. >>Thank you, Lisa. Looking forward, >>Yeah, so let's go ahead and start with you. Talk to me from your lens, what are you seeing in terms of the importance of the role of the the ISV ecosystem and really helping customers make their business outcomes successful? >>Oh, absolutely. Well, first of all, thank you for the invitation and thank you Michael and the Nutanix team for the partnership. The the ISV ecosystem plays a critical role as we support our customers and enable them in their data transformation journeys to create value, to move at their own pace, and more important to be sure that every one of them, as they transform themselves, have the right set of solutions for the long term with high differentiation, cost effectiveness and resiliency, especially given the times that we're living. >>Yeah, that resiliency is getting more and more critical as each day goes on. Ava was sticking with you. We got Microsoft Ignite going on today. What are some of the key themes that we should expect this year and how do they align to Microsoft's vision and strategy? >>Ah, great question. Thank you. When you think about it, we wanna talk about the topics that are very relevant and our customers have asked us to go deeper and, and share with them. One of them, as you may imagine, is how can we do more with less using Azure, especially given the current times that we're living in the, the business context has changed so much, they have different imperative, different different amount of pressure and priorities. How can we help? How can we combine the platform, the value that Microsoft can bring and our Microsoft ISV partner ecosystem to deliver more value and enable them to have their own journey? Actually, in that frame, if I may, we are making this announcement today with Nutanix. I, the Nutanix cloud clusters are often the fastest way on which customers will be able to do that journey into the cloud because it's very consistent with environments that they already know and use on premise. And once they go into the cloud, then they have all the benefit of scale, agility, resiliency, security, and cost benefits that they're looking for. So that topic and this type of announcements will be a big part of what we doing. Ignite, >>Exciting. Michael, let's bring you into the conversation now. Big milestone of our RDTs that the general availability of Nutanix Cloud clusters on Azure. Talk to us about that from Nutanix's perspective and also gimme a little bit of color, Michael, on the partnership, the relationship. >>Yeah, sure, absolutely. So we actually entered a partnership couple years ago, so we've been working on this solution quite a while, but really our ultimate goal from day one was really to make our customers journeys to hybrid cloud simpler and faster. So really for both companies, I think our goal is really being that trusted partner for our customers in their innovation journey. And as mentioned, you know, in the current macroeconomic conditions, really our customers really care about, but they have to be mindful of their bottom line as well. So they're really looking to leverage their existing investments in technology skill sets and leverage the most out of that. So the things like, for example, cost to operations and keeping those things consistent, cost on premises and the cloud are really important as customers are thinking about growth initiatives that they wanna implement. And of course, going to Azure public cloud is an important one as they think about flexibility, scale and modernizing their apps. >>And of course, as we look at the customer landscape, a lot of customers have an on on footprint, right? Whether that's for regulatory reasons for business or other technical reasons. So hybrid cloud has really become an ideal operating model for a lot of the customers that we see today. So really our partnership with Microsoft is critical because together, I really do see our US together simplifying that journey to the public cloud and making sure that it's not only easy but secure and really seamless. And really, I see our partnership as bringing the strengths of each company together, right? So Nutanix, of course, is known in the past versus hyperconverge infrastructure and really breaking down those silos between networking, compute, storage, and simplifying that infrastructure and operations. And our customers love that for the products and our, our NPS score of 90 over the last seven years. And if you look at Azure, at Microsoft, they're truly best in class cloud infrastructure with cutting edge services and innovation and really global scale. So when you think about those two combinations, right, that's really powerful for customers to be able to take their applications and whether they're on or even, and really combining all those various hybrid scenarios. And I think that's something that's pretty unique that we're to offer customers. >>Let's dig into that uniqueness of our, bringing you back into the conversation. You guys are meeting customers where they are helping them to accelerate their cloud transformations, delivering that consistency, you know, whether they're on-prem in Azure, in in the cloud. Talk to me about, from Microsoft's perspective about the significance of this announcement. I understand that the, the preview was oversubscribed, so the demand from your joint customers is clear. >>Thank you, Lisa. Michael, personally, I'm very proud and at the company we're very proud of the world that we did together with Nutanix. When you see two companies coming together with the mission of empowering customers and with the customer at the center and trying to solve real problems in this case, how to drive hybrid cloud and what is the best approach for them, opening more opportunities is, is, is extremely inspiring. And of course the welcome reception that we have from customer reiterates that we generating that value. Now, when you combine the power of Azure, that is very well known by resiliency, the scale, the performance, the elasticity, and the range of services with the reality of companies that might have hundreds or even thousands of different applications and data sources, those cloud journeys are very different for each and every one of them. So how do we combine our capabilities between Nutanix and Microsoft to be sure that that hybrid cloud journey that every one is gonna take can be simplified, you can take away the risk, the complexity on that transformation creates tones of value. >>And that's what a customers are asking us today. Either because they're trying to move and modernize their environment to Azure, or they're bringing their, you know, a enable ordinate services and cluster and data services on premise to a Nutanix platform, we together can combine and solve for that adding more value for any scenario that customers may have. And this is not once and done, this is not that we building, we forget it. It's a partnership that keeps evolving and also includes work that we do with our solution sales alliances that go to market seems to be sure that the customers have diverse service and support to make, to create the outcomes that they're asking us to deliver. >>Talk to me a little bit about the customers that were in the beta, as we mentioned, Alva, the, the preview was oversubscribed. So as I talked about earlier, the demand is clearly there. Talk to me about some of the customers in beta, you can even anonymize them or maybe talk about them by industry, but what, what were some of the, the key things they came to these two companies looking to, to solve, get to the cloud faster, be able to deliver the same sets of services with familiarity so that from a, they're able to do more with less? >>Maybe I could take that one out of our abital lines. It did. It means, but yeah, so like, like we, like you mentioned Lisa, you know, we've had a great preview oversubscribe, we had lots of, of cu not only customers, but also partners battle testing the solution. And you know, we're obviously very pleased now to have GN offered to everyone else, but one of our customers, Camper J was really looking forward to seeing how do they leverage Ncq and Azure to, like I mentioned, reduce that work workload, my, my migration and a risk for that and making sure, hey, some of the applications, maybe we are going to go and rewrite them, refactor them to take them natively to Azure. But there's others where we wanna lift and shift them to Azure. But like I mentioned, it's not just customers, right? We've been working with partners like PCs and Citrix where they share the same goal as Microsoft and Nutanix provides that superior customer experience where whatever the operating model might be for that customer. So they're going to be leveraging NC two on Azure to really provide those hybrid cloud experiences for their solutions on top of building on top of the, the work that we've done together. >>So this really kind of highlights the power of that Alva, the power of the ISV ecosystem and what you're all able to do together to really help customers achieve the outcomes that they individually need. >>A absolutely, look, I mean, we strongly believe that when you partner properly with an V you get to the, to the magical framework, one plus one equals three or more because you are combining superpowers and you are solving the problem on behalf of the customer so they can focus on their business. And this is a wonderful example, a very inspiring one where when you see the risk, the complexity that all these projects normally have, and Michael did a great job framing some of them, and the difference that they have now by having NC to on Azure, it's night and day. And we are fully committed to keep driving this innovation, this partnership on service of our customers and our partner ecosystem because at the same time, making our partners more successful, generating more value for customers and for all of us. >>Abar, can you comment a little bit on the go to market? Like how, how do your joint customers engage? What does that look like from their perspective? >>You know, when you think about the go to market, a lot of that is we have, you know, teams all over the world that will be aligned and working together in service of the customer. There is marketing and demand generation that will be done, that will be also work on enjoying opportunities that we will manage as well as a very tight connection on projects to be sure that the support experience for customers is well aligned. I don't wanna go into too much detail, but I will like to guarantee that our intent is not only to create an incredible technological experience, which the, the development teams are done, but also a great experience for the customers that are going through these projects, interacting with both teams that will work as one in service to empower the customer to achieve the outcomes that they need. >>Yeah, and just to comment maybe a little bit more on what Albar said, you know, it's not just about the product integration or it's really the full end to end experience for our customers. So when we embarked on this partnership with Microsoft, we really thought about what is the right product integration and with our engineering teams, but also how do we go and talk to customers with value prop together and all the way down through to support. So we actually been worked on how do we have a single joint support for our customers. So it doesn't really matter how the customer engages, they really see this as an end to end single solution across two companies. >>And that's so critical given just the, the natural challenges that that organizations face and the dynamics of the macro economic environment that we're living in. For them, for customers to be able to have that really seamless single point of interaction, they want that consistent experience on-prem to the cloud. But from an engagement perspective that you're, what sounds like what you're doing, Michael and Avaro is, is goes a long way to really giving customers a much more streamlined approach so that they can be laser focused on solving the business problems that they have, being competitive, getting products to market faster and all that good stuff. Michael, I wonder if you could comment on maybe the cultural alignment that Nutanix and Microsoft have. I know Microsoft's partner program has been around for decades and decades. Michael, what does that cultural alignment look like from, you know, the sales and marketing folks down to engineering, down to support? >>Yeah, I think honestly that was, that was something that kind of fit really well and we saw really a long alignment from day one. Of course, you know, Nutanix cares a lot about our customer experience, not just within the products, but again, through the entire life cycle to support and so forth. And Microsoft's no different, right? There's a huge emphasis on making sure that we provide the best customer experience and that we're also focusing on solving real world customer problems, right? And really focusing on the biggest problems that customers have. So really culturally it felt, it felt really natural. It felt like we were a single team, although it's, you know, two bar organizations working together, but I really felt like a single team working day in, day out on, on solving customer problems together. >>Yeah, >>Let, go ahead. >>No, I would say, well say Michael, the, the one element that we complement, the, I think the answer was super complete, is the, the fact that we work together from the outside in, look at it from the customer lenses is extremely powerful and inspire, as I mentioned, because that's what it's all about. And when you put the customer at the center, everything else falls in part on its its own place very, very quickly. And then it's hard work and innovation and, you know, doing what we do best, which is combining over superpowers in service of that customer. So that was the piece that, you know, I, I cannot emphasize enough how inspiring he's been. And again, the, the response for the previous is a great example of the opportunity that we have in there. >>And you've taken a lot of complexity out of the customer environment and I can imagine that the GA of Nutanix cloud clusters on Azure is gonna be a huge benefit for customers in every industry. Last question guys, I wanna get both your perspectives on Michael, we'll start with you and then Lvra will wrap with you. What's next? Obviously a lot of exciting stuff. What's next for the partnership of these, these two superheroes together, Michael? >>Yeah, so I think our goal doesn't change, right? I think our North star is to continue to make it easy for our customers to adopt, migrate and modernize their applications, leveraging Nutanix and Microsoft Azure, right? And I think NC two and Azure is just the start of that. So kind of maybe more immediate, like, you know, we mentioned obviously we have, we announced the ga that's J in Americas, but kind of the next more immediate step over the next few months look for us to continue expanding beyond Americas and making sure that we have support across all the global regions. And then beyond that, you know, again, as of our mentioned, it's working from kind of the s backwards. So we're, we're not, no, we're not waiting for ega. We're already working on the next set of solutions saying what are other problems that customer facing, especially across, they're running their workload cross on premises and public cloud, and what are the next set of solutions that we can deliver to the market to solve those real challenges for. >>It sounds really strongly that, that the partnership here, we're talking about Nutanix and Microsoft, it's really Nutanix and Microsoft with the customer at this center. I think you've both done a great job of articulating that there's laser focus there. Our last word to you, what excites you about the momentum that Microsoft and Nutanix have for the customers? >>Well, thank you Lisa. Michael, I will tell you, when you hear the customer feedback on the impact that you're having, that's the most inspiring part because you know you're generating value, you know, you're making a difference, especially in these complex times when the, the partnership gets tested where the, the right, you know, relationship gets built. We're being there for customers is extremely inspiring. Now, as Michael mentioned, this is all about what customer needs and how do we go even ahead of the game, being sure that we're ready not for what is the problem today, but the opportunities that we have tomorrow to keep working on this. We have a huge TA task ahead to be sure that we bring this value globally in the right way with the right quality. Every word, which is a, is never as small fist as you may imagine. You know, the, the world is a big place, but also the next wave of innovations that will be customer driven to keep and, and raise the bar on how, how much more value can we unlock and how much empowerment can we make for the customer to keep in innovating at their own pace, in their own terms. >>Absolutely that customer empowerment's key. Guys, it's been a pleasure talking to you about the announcement Nutanix cloud clusters on Azure of our Michael, thank you for your time, your inputs and helping us understand the impact that this powerhouse relationship is making. >>Thank you for having Lisa and thank you AAR for joining >>Me. Thank you Lisa, Michael, it's been fantastic. I looking forward and thank you to the audience for being here with us. Yeah, stay >>Tuned. Thanks to the audience. Exactly. And stay tuned. There's more to come. We have coming up next, a deeper conversation on the announcement with Dave and product execs from both Microsoft. You won't wanna.

Published Date : Oct 12 2022

SUMMARY :

So the experience that we talked about earlier, to extend hybrid cloud to Microsoft We hope you enjoy the program. Guys, it's great to have you on the program. what are you seeing in terms of the importance of the role of the the ISV ecosystem Well, first of all, thank you for the invitation and thank you Michael and the Nutanix team for the partnership. that we should expect this year and how do they align to Microsoft's vision in that frame, if I may, we are making this announcement today with Nutanix. our RDTs that the general availability of Nutanix Cloud clusters on Azure. So the things like, for example, cost to operations and keeping those And our customers love that for the products and our, our NPS score of 90 Let's dig into that uniqueness of our, bringing you back into the conversation. And of course the welcome reception that we have from customer reiterates that we generating that value. and modernize their environment to Azure, or they're bringing their, you know, Talk to me about some of the customers in beta, you can even anonymize them or maybe talk about them by industry, And you know, we're obviously very pleased now to have GN offered to everyone else, So this really kind of highlights the power of that Alva, the power of the ISV ecosystem and that they have now by having NC to on Azure, it's night and day. you know, teams all over the world that will be aligned and working together in service of Yeah, and just to comment maybe a little bit more on what Albar said, you know, problems that they have, being competitive, getting products to market faster and all that good stuff. It felt like we were a single team, although it's, you know, two bar organizations working together, And when you put the customer we'll start with you and then Lvra will wrap with you. So kind of maybe more immediate, like, you know, we mentioned obviously we have, what excites you about the momentum that Microsoft and Nutanix have for the customers? task ahead to be sure that we bring this value globally in the right way with the right quality. Guys, it's been a pleasure talking to you about the I looking forward and thank you to the audience for being Thanks to the audience.

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Breaking Analysis: Analyst Take on Dell


 

(upbeat music) >> The transformation of Dell into Dell EMC, and now Dell Technologies, has been one of the most remarkable stories in the history of the enterprise technology industry. The company has gone from a Wall Street darling rocketship PC company, to a middling enterprise player, forced to go private, to a debt-laden powerhouse that controlled one of the most valuable assets in enterprise tech, i.e., VMware. And now is a $100 billion dollar giant with a low-margin business, a strong balance sheet, and the broadest hardware portfolio in the industry. The financial magic that Dell went through would make anyone's head spin. The last lever of the Dell EMC deal was detailed in Michael Dell's book "Play Nice But Win," in a captivating chapter called "Harry You and the Bolt from the Blue." Michael Dell described how he and his colleagues came up with the final straw of how to finance the deal. If you haven't read it, you should. And of course, after years of successfully integrating EMC and becoming VMware's number-one distribution channel, all of this culminated in the spin-out of VMware from Dell, and a massive wealth-creation milestone, pending, of course, the Broadcom acquisition of VMware. So where's that leave Dell, and what does the future look like for this technology powerhouse? Hello, and welcome to theCUBE's exclusive coverage of Dell Technologies Summit 2022. My name is Dave Vellante, and I'll be hosting the program. Now, today in conjunction with the Dell Tech Summit, we're going to hear from four of Dell's senior executives. Tom Sweet, who's the CFO of Dell Technologies. He's going to share his views on the company's position and opportunities going forward. He's going to answer the question, why is Dell a good long-term investment? Then we'll hear from Jeff Boudreau, who's the President of Dell's ISG business. That unit is the largest profit driver of Dell. He's going to talk about the product angle, and specifically, how Dell is thinking about solving the multi-cloud challenge. And then Sam Grocott, who's the Senior Vice President of Marketing, will come on the program and give us the update on APEX, which is Dell's as-a-Service offering, and then the new edge platform called Project Frontier. Now, it's also Cybersecurity Awareness Month, that we're going to see if Sam has, you know, anything to say about that. Then finally, for a company that's nearly 40 years old, Dell actually has some pretty forward-thinking philosophies when it comes to its culture and workforce. And we're going to speak with Jenn Saavedra, who's Dell's Chief Human Resource Officer, about hybrid work, and how Dell is thinking about the future of work. However, before we get into all this, I want to share our independent perspectives on the company, and some research that we'll introduce to frame the program. Now, as you know, we love data here at theCUBE, and one of our partners, ETR, has what we believe is the best spending intentions data for enterprise tech. So here's a graphic that shows ETR's proprietary Net Score methodology on the vertical axis, that's a measure of spending velocity, and on the x-axis is overlap or pervasiveness in the data sample. This is a cut for just the server, the storage, and the client sectors within the ETR taxonomy. So you can see Dell's CSG products, laptops in particular, are dominant on both the x and the y dimensions. CSG is the Client Solutions Group, and accounts for nearly 60% of Dell's revenue, and about half of its operating income. And then the arrow signifies that dot that represents Dell's ISG business, that we're going to talk to Jeff Boudreau about. That's the Infrastructure Solutions Group. Now, ISG accounts for the bulk of the remainder of Dell's business, and it is its, as I said, its most profitable from a margin standpoint. It comprises the EMC storage business, as well as the Dell server business, and Dell's networking portfolio. And as a note, we didn't include networking in that cut. Had we done so, Cisco would've dominated the graphic. And frankly, Dell's networking business isn't industry leading in the same way that PCs, servers, and storage are. And as you can see, the data confirms the leadership position Dell has in its client side, its server, and its storage sectors. But the nuance is, look at that red dotted line at 40% on the vertical axis. That represents a highly elevated Net Score, and every company in the sector is below that line. Now, we should mention that we also filtered the data for those companies with more than a hundred mentions in the survey, but the point remains the same. This is a mature business that generally is lower margin. Storage is the exception, but cloud has put pressure on margins even in that business, in addition to the server space. The last point on this graphic is, we put a box around VMware, and it's prominently present on both the x and y dimensions. VMware participates with purely software-defined high-margin offerings in these spaces, and it gives you a sense of what might have been, had Dell chosen to hold onto that asset or spin it into the company. But let's face it, the alternatives for Michael Dell were just too attractive, and it's unlikely that a spin-in would've unlocked the value in the way a spin-out did, at least not in the near future. So let's take a look at the snapshot of Dell's financials, to give you a sense of where the company stands today. Dell is a company with over $100 billion dollars in revenue. Last quarter, it did more than 26 billion in revenue, and grew at a quite amazing 9% rate, for a company that size. But because it's a hardware company, primarily, its margins are low, with operating income 10% of revenue, and at 21% gross margin. With VMware on Dell's income statement before the spin, its gross margins were in the low 30s. Now, Dell only spends about 2% of revenue on R&D, but because it's so big, it's still a lot of money. And you can see it is cash-flow positive. Dell's free cash flow over the trailing 12-month period is 3.7 billion, but that's only 3.5% of trailing 12-month revenue. Dell's APEX, and of course its hardware maintenance business, is recurring revenue, and that is only about 5 billion in revenue, and it's growing at 8% annually. Now, having said that, it's the equivalent of ServiceNow's total revenue. Of course, ServiceNow has 23% operating margin and 16% free cash-flow margin, and more than $5 billion in cash on the balance sheet, and an $85 billion market cap. That's what software will do for you. Now Dell, like most companies, is staring at a challenging macro environment, with FX headwinds, inflation, et cetera. You've heard the story. And hence it's conservative, and contracting revenue guidance. But the balance sheet transformation has been quite amazing, thanks to VMware's cash flow. Michael Dell and his partners from Silver Lake et al., they put up around $4 billion of their own cash to buy EMC for 67 billion, and of course got VMware in the process. Most of that financing was debt that Dell put on its balance sheet to do the transaction, to the tune of $46 billion it added to the balance sheet debt. Now, Dell's debt, the core debt, net of its financing operation, is now down to 16 billion, and it has $7 billion in cash on the balance sheet. So a dramatic delta from just a few years ago. So, pretty good picture. But Dell, a $100 billion company, is still only valued at 28 billion, or around 26 cents on the revenue dollar. HPE's revenue multiple is around 60 cents on the revenue dollar. HP Inc., Dell's laptop and PC competitor, is around 45 cents. IBM's revenue multiple is almost two times. By the way, IBM has more than $50 billion in debt thanks to the Red Hat acquisition. And Cisco has a revenue multiple that's over 3x, about 3.3x currently. So is Dell undervalued? Well, based on these comparisons with its peers, I'd say yes, and no. Dell's performance, relative to its peers in the market, is very strong. It's winning, and has an extremely adept go-to-market machine, but its lack of software content and its margin profile leads one to believe that if it can continue to pull some valuation levers while entering new markets, it can get its valuation well above where it is today. So what are some of those levers, and what might that look like, going forward? Despite the fact that Dell doesn't have a huge software revenue component since spinning out VMware, and it doesn't own a cloud, it plays in virtually every part of the hardware market. And it can provide infrastructure for pretty much any application in any use case, in pretty much any industry, in pretty much any geography in the world. And it can serve those customers. So its size is an advantage. However, the history for hardware-heavy companies that try to get bigger has some notable failures, namely HP, which had to split into two businesses, HP Inc. and HPE, and IBM, which has had an abysmal decade from a performance standpoint, and has had to shrink to grow again, and obviously do a massive $34 billion acquisition of Red Hat. So why will Dell do any better than these two? Well, it has a fantastic supply chain. It's a founder-led company, which makes a cultural difference, in our view. And it's actually comfortable with a low-margin software-light business model. Most certainly, IBM wasn't comfortable with that, and didn't have these characteristics, and HP was kind of just incomprehensible at the end. So Dell in my opinion, has a much better chance of doing well at 100 billion or over, but we'll see how it navigates through the current headwinds as it's guiding down. APEX is essentially Dell's version of the cloud. Now, remember, Dell got started late. HPE is further along from a model standpoint with GreenLake, but Dell has a larger portfolio, so they're going to try to play on that advantage. But at the end of the day, these as-a-Service offerings are simply ways to bring a utility model to existing customers, and generate recurring revenue. And that's a good thing, because customers will be loyal to an incumbent if it can deliver as-a-Service and reduce risk for customers. But the real opportunity lies ahead. Specifically, Dell is embracing the cloud model. It took a while, but they're on board. As Matt Baker, Dell's Senior Vice President of Corporate Strategy, likes to say, it's not a zero-sum game. What he means by that is, just because Dell doesn't own its own cloud, it doesn't mean Dell can't build value on top of hyperscale clouds. What we call supercloud. And that's Dell's strategy, to take advantage of public cloud capex, and connect on-prem to the cloud, create a unified experience across clouds, and out to the edge. That's ambitious, and technically it's nontrivial. But listen to Dell's Vice Chairman and Co-COO, Jeff Clarke, explain this vision. Please play the clip. >> You said also, technology and business models are tied together, and an enabler. >> That's right. >> If you believe that, then you have to believe that it's a business operating system that they want. They want to leverage whatever they can, and at the end of the day, they have to differentiate what they do. >> Well, that's exactly right. If I take that and what Dave was saying, and I summarize it the following way: if we can take these cloud assets and capabilities, combine them in an orchestrated way to deliver a distributed platform, game over. >> Eh, pretty interesting, right? John Furrier called it a "business operating system." Essentially, I think of it sometimes as a cloud operating system, or cloud operating environment, to drive new business value on top of the hyperscale capex. Now, is it really game over, as Jeff Clarke said, if Dell can do that? Uh, (sucks in breath) I'd say if it had that today, it might be game over for the competition, but this vision will take years to play out. And of course, it's got to be funded. And that's going to take time, and in this industry, it tends to move, companies tend to move in lockstep. So, as often is the case, it's going to come down to execution and Dell's ability to enter new markets that are ideally, at least from my perspective, higher margin. Data management, extending data protection into cybersecurity as an adjacency, and of course, edge and telco/5G opportunities. All there for the taking. I mean, look, even if Dell doesn't go after more higher-margin software content, it can thrive with a lower-margin model just by penetrating new markets and throwing off cash from those markets. But by keeping close to customers, and maybe through tuck-in acquisitions, it might be able to find the next nugget beyond today's cloud and on-prem models. And the last thing I'll call out is ecosystem. I say here, "Ecosystem, ecosystem, ecosystem," because a defining characteristic of a cloud player is ecosystem, and if APEX is Dell's cloud, it has the opportunity to expand that ecosystem dramatically. This is one of the company's biggest opportunities and challenges at the same time, in my view. It's just scratching the surface on its partner ecosystem. And its ecosystem today is both reseller heavy and tech partner heavy. And that's not a bad thing, but it's starting to evolve more rapidly. The Snowflake deal is an example of up-the-stack evolution, but I'd like to see much more out of that Snowflake relationship, and more relationships like that. Specifically, I'd like to see more momentum with data and database. And if we live in a data-heavy world, which we do, where the data and the database and data management offerings, you know, coexist and are super important to customers, I'd like to see that inside of APEX. I'd like to see that data play beyond storage, which is really where it is today, in its early days. The point is, with Dell's go-to-market advantage, which company wouldn't treat Dell like the on-prem, hybrid, edge, supercloud player that I want to partner with to drive more business? You'd be crazy not to. But Dell has a lot on its plate, and we'd like to see some serious acceleration on the ecosystem front. In other words, Dell as both a selling partner and a business enabler with its platform, its programmable Infrastructure-as-a-Service. And that is a moving target that will rapidly evolve. And of course, we'll be here watching and reporting. So thanks for watching this preview of Dell Technologies Summit 2022. I'm Dave Vellante, we hope you enjoy the rest of the program. (upbeat music)

Published Date : Oct 12 2022

SUMMARY :

and of course got VMware in the process. and an enabler. and at the end of the day, and I summarize it the following way: and are super important to customers,

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Michael Ouissi, IFS | IFS Unleashed 2022


 

(soft music) >> Hey, welcome back to theCUBE's coverage from Miami of IFS Unleashed 2022, Lisa Martin here with you. We've had great conversations today with IFS execs, customers, partners. Our ecosystem is quite robust and quite strong. And we've had some alumni on, I've got another alumni who's back with me, Michael Ouissi, the group's COO of IFS. Michael, welcome back to theCUBE. >> Thanks for having us, my pleasure. >> It's great to be back in-person. >> Absolutely. >> It was great to walk into the keynote this morning and see a full room. I was talking with Darren Roos, your CEO earlier this morning and I said, it must have felt great to walk out on stage and actually see a sea of people and customers and partners who want to engage and get that relationship with IFS just turbocharged. >> Absolutely, I mean, it's been three years, we haven't had this buzz, this energy, and the opportunity to actually see all our customers and also show our customers who we are, how we are evolving and how we're becoming a different company over the past four years. >> And it's impressive what IFS has done in that timeframe. All the conversations I've had today, really reflect the strategy, the strong strategy and vision that this company has. But I was looking at some of the financials and saw that your first half of 2022, which ended in June, there was tremendous growth. ARR up 33%, I think they're recurring revenue is in the 70 percentile now. Lot of new customers, a lot of of trust that existing customers are showing to the company. >> Yeah, absolutely. Look, and I think the secret sauce is that we have focused on where our strengths are, we haven't gone astray, we haven't tried to actually capture growth in any other vertical. We are really very religious about where we're going and there, where we are going, we are going deep and we really are trying to be the best version of ourselves for our customers and for those customers' business transformation needs. >> Talk a little bit about that vertical specialization. It's something that we don't see very often but throughout all of my conversations today with your executives, IFS executives, with customers, with partners, that domain expertise, really the granularity of the domain expertise is really resonant that IFS has achieved that in those five key verticals in which you have such specialization. >> Yeah, look, I mean, I would love to take credit for having been the person who has done that, but IFS has over the past 35 years, really had this very strong focus. But what actually was important when you try to double a business in the space of four years, not to be tempted to go away from that but actually double down on exactly that and see the opportunity in those verticals and make sure that our customers actually are getting the attention and the functionality they deserve. >> Let's talk about customers. Over 10,000 customers right now. I was also in the keynote this morning where Christian Peterson was sharing that, in its first 18 months, IFS Cloud has over 400,000 users. So the growth is tremendous. The customer loyalty is ostensible in those verticals. Talk about customers and their influence on the company, the direction the technology goes, the evolution, that kind of stuff. >> Yeah, I mean, look, as I said, we are all about the depth of the functionality and that means that we need to listen to our customers, We need to listen what's going on in the industries. We also need to not just listen but we need to think forward. >> Yeah. >> We need to have some thought leadership on what we think is going to emerge and then test that with our customers again. So our customers are at the core of everything we do. When we engage with a customer, we start with trying to understand their business in depth. We've got our own methodology around that and we don't just try to push technology onto them, but we are trying to understand what are their business drivers and then actually try to apply technology to what enables them to deliver on those business transformation objectives they've got. >> What are some of the changes or the waves that you've seen, especially the last couple of years during the pandemic when we saw so many customers pivot, we need to transform digitally to stay alive, and then those that did that well enough to be competitive and to thrive, talk to me about some of the changes as the group's COO that you've seen. >> Yeah, so when you go back, I mean, there's two types of transformation, business and digital transformation but they are the same thing, they're just a different side of the coin. And when I talk about business transformation, what we're seeing a lot is, and there's this big buzzword overtization out there, but customers going service and customers trying to build an end to end business that is more viable, more sustainable, more successful in how they develop great moments of service for their customers, that is something we are seeing a lot. And during this business transformation, digital transformation has become a means to that end. And that is something where customers have matured a lot, where in the past we have seen a lot of the IOT, AI, machine learning, cloud, everything was a means or a purpose in itself and that has changed. It's now become actually a means to an end. It's become a means to actually deliver a business transformation and a business outcome that is meaningful for their customers. >> Has to be meaningful for their customers. I love how IFS talks about enabling your customers to deliver those moments of service. And when we think of, in our consumer lives, many of us flew here, and you think about what's the moment of service for an airline? Well, it's being able to get on that plan on time, have it leave on time and meet my expectations as a demanding consumer. But regardless if we're talking about aerospace, energy, manufacturing, engineering, the customers on the other end expect to have an integrated seamless experience that's not fragmented, that is able to deliver moments of service that then help drive up their revenue. So what IFS is doing is so embedded in what your customers are able to deliver to their customers. >> Yeah, absolutely. And look, if you look at all the things that have to come together to actually have a plane taken off at the right point in time or if you take any other examples, but there's so many things that need to go right. Crew scheduling, you need to have the right crew at the right point in time. You need to have them actually with the right experience to fly the right plane. You need to have airplane maintenance going right to have the plane available at the right point in time and no technical failures and so on and so forth. And we look at that as between customers, the people, and the assets that an organization has, you need to coordinate between all those dimensions in everything you do to make sure that this one moment of service where your plane takes off on time, you actually catch your connecting flight at the other end, that this actually is being delivered. And that's what drives us, that's what customers are driving into our product development, into how we embed AI, machine learning and so on in our technology to make it relevant to exactly that moment of service. >> That's what we as those consumers want. We want relevance, we want personalization, we want that relationship to know who we are and how to serve us best. Let's dig into the Jotun case study. He was going to join us, our CEO was going to join us, couldn't make it. Talk to me a little bit about Jotun, what type of business is it and then let's kind of start unpacking how they're leveraging IFS technology. >> Yeah, so Jotun is the seventh largest paints and coatings manufacturer in the world. And they've got obviously a home decoration part of the business, but they've got an industrial part of the business where one large part of the business is also a marines part. So they actually provide paints, coating, for all sorts of large ships and it's quite astonishing what you learn about that customer. I mean, we are now partnering with them for more than 20 years, so we are very intimate with that customer obviously. But when you see all of a sudden, three, four years ago, they started going onto a journey where they looked at apart from paint and coating, what actually can I provide to my customer in the marine industry to actually make their business more efficient, to actually make it easier for them to get a ship from A to B in an efficient way, in a timely way and so on. And they developed something called Hull Skating Solutions and those Hull Skating Solutions are integrating all sorts of weather data, all sorts of other data and provide them to the marine companies that actually then help them drive this... Well, actually get this ship in a more efficient way from A to B. And at the same time, also where there's predictions as to when you need to clean that ship, and they've got Hull Skating Solutions, which then actually clean the ship automatically as well. So it's quite an astonishing thing for a paints and coating manufacturer to then think about what do I need to know about my customer's business to provide that additional service to my customer? Great solution and great way of dealing with or delivering that great moment of service to their customers. >> Absolutely, the evolution of that business from paint manufacturing into the marine industry is not a stretch based on how you described it, but it's very innovative. How is IFS enabling them to do that and do it well? >> Well, one, they went on a modernization program for all their factories for all these kinds of things that they need to integrate then deliver to their customers. And we are in the central part in being that agile partner that actually delivers those technology solutions that enable them to, well, first of all think about that service, provide that service to their customers and make sure that they run a very efficient, very integrated version of IFS and can actually harmonize globally to make sure that wherever the customer is, they can deliver on that promise. >> Fantastic, let's talk a little bit about from your team's perspective, the go to market. We talked about the five verticals in which IFS specializes energy, aerospace and defense, engineering, manufacturing and there's one I'm missing. >> Utilities. >> Utilities, of course. >> Yeah. >> In terms of the domain expertise, are there vertical teams that are focused? I imagine that there are, talk to me a little bit about that specialization from that lens. So obviously, I mean, there are so many dimensions. There's our sales teams, there's our pre-sales teams, there's our industry teams which actually are working with the customers on receiving their feedback, on actually providing thought leadership and then organizing the feedback loop into our development teams who are providing these solutions then that hopefully our customers will cherish. So we are very specialized in that respect. We are driving the industry specialization. We've got a complete aerospace and defense business unit. We are in the market unit, specializing in the industries where we work in the various different territories with just those industry teams. We've got specialization in the pre-sales teams. So we take that really deep down and very seriously to make sure that whenever we talk to a customer, we also have the understanding and we have also got the curiosity to understand more of the customer's business, and that is something that is part of the IFS DNA. >> It's a differentiating part of IFS' DNA that not only having the domain expertise, and a lot of people talk about, well, we got to meet the customer where they are, wherever they are digitally, wherever they are in business transformation. But you're actually talking the customer's language. >> Yeah. >> By industry, which I would imagine really helps to not only solidify that relationship, but you actually get to really do a double click and get much more tightly connected with the customers and the outcomes that they're wanting to achieve so that those moments of service happen. >> Well, that's so true. And actually this is not just while we are selling to the customers, but it's actually throughout the whole life cycle of this application and the technology in Jotun's case more than two decades. And we've got a lot of customers who are actually that long with us because we don't run away once we've implemented a solution, but we actually stay close to it because first of all, we want to learn from our customers continuously. We want to actually give to our customers also what we are learning outside of the conversations we have with these customers. And we make sure that these customers continuously evolve how they think about their business, how they think about the application of our technology and then in turn, we can actually develop technology again, for their use cases. >> It's a flywheel. >> It's a complete flywheel and that creates loyalty. >> Yeah. >> That actually creates the longstanding relationships we have with many, many of our customers, yeah. >> I was speaking with a number of your executives, Marni Martin was here and we were talking about brand recognition and the loyalty, but that intimate customer knowledge that IFS really works hard to gain with its customers. 'Cause as consumers, we bleed into our business lives and we have very little tolerance, very little patients. I think that was one of the things in COVID that went away. People were just not tolerating this rapid change and we had no choice. But I don't know that patience is going to come back at the level in which we experienced it before COVID. So customers expect businesses and brands to know them and help anticipate what's next for me, how do I get there? And it sounds to me like IFS has really nailed that from a customer relationship perspective. >> As I said, I mean it's really part of our DNA and we try to preserve that culture while we're doubling our business and hopefully, doubling our business in the next three years again, because that is really the secret sauce to being that successful, and not only with our existing customers, but also with the net new customers. And we are driving almost 50% of our revenue, which is very, very much a benchmark in the industry from net new customers that we're winning while we're actually keeping or staying close to our existing customers and try to apply that knowledge to our net new customers. >> Yeah. >> But it's something that we absolutely have to preserve to be as successful as we've been in the past four years, also in the next four years. >> So coming off a great first half in the summer, when I teased Darren, "Any nuggets you want to say?" He said financials for Q3 are coming out in the next couple of weeks. And I said, I imagine that trajectory is up and to the right. >> Yeah. >> What are some of the things, Michael, that excite you for where you've seen this company go in your time there and the rocket ship that it seems to be on today? >> Yeah, look, I mean, what's amazing to me is... And if I look back, I joined four and a half years ago, and only the first one and a half years were under normal circumstances. >> Right. >> The other three years were a major pandemic, now a major war and recession and we've got all sorts of economic and macroeconomic headwinds. And what what impresses me about the company, about our customers, about our employees is the resilience we've got to just carry on with what we're doing. And I mean, I don't give too much away when I say we had a pretty good Q3 as well, and we are looking forward to a really good 2022 as a full year, and there are no excuses that actually the organization makes, it has just taken along. And we are facing the economic headwinds and we are going through that time hugely successful. And I'm very optimistic about the year and about 2023 as much. >> Fantastic, it's kind of hard to believe that calendar year 2023 is literally around the corner. But Michael, it's been great having you on theCUBE. Thank you for coming back, talking about what's going on at IFS from the overall COO's perspective, the customer synergies that IFS has, the work that you do to really get granular in those industries, it's impressive and congratulations on the success. We'll have to have you back next year to talk about what else is new. >> Thank you very much, Lisa. >> All right, my pleasure. >> Thank you. >> For Michael Ouissi, I'm Lisa Martin, you're watching theCUBE's coverage live from Miami on the show floor of IFS Unleashed. We'll be back with our final guest in just a minute. (soft music)

Published Date : Oct 12 2022

SUMMARY :

Michael Ouissi, the group's COO of IFS. and get that relationship and the opportunity to and saw that your first half and we really are trying It's something that we and see the opportunity in influence on the company, and that means that we need and we don't just try to and to thrive, talk to me about some that is something we are seeing a lot. that is able to deliver moments of service and the assets that an organization has, and how to serve us best. and provide them to the marine companies evolution of that business that they need to integrate the go to market. the curiosity to understand that not only having the domain expertise, to not only solidify that relationship, and the technology in Jotun's and that creates loyalty. That actually creates the and brands to know them because that is really the secret sauce But it's something that we in the next couple of weeks. and only the first one and a half years and we are going through and congratulations on the success. from Miami on the show

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Dell Technology Summit


 

>>As we said in our analysis of Dell's future, the transformation of Dell into Dell emc and now Dell Technologies has been one of the most remarkable stories in the history of the technology industry. After years of successfully integrated EMC and becoming VMware's number one distribution channel, the metamorphosis of Dell com culminated in the spin out of VMware from Dell and a massive wealth creation milestone pending, of course the Broadcom acquisition of VMware. So where's that leave Dell and what does the future look like for this technology powerhouse? Hello and welcome to the Cube's exclusive coverage of Dell Technology Summit 2022. My name is Dave Ante and I'll be hosting the program today In conjunction with the Dell Tech Summit. We'll hear from four of Dell's senior executives. Tom Sweet is the CFO of Dell Technologies. He's gonna share his views of the company's position and opportunities and answer the question, why is Dell good long term investment? >>Then we'll hear from Jeff Boudreau was the president of Dell's ISG business unit. He's gonna talk about the product angle and specifically how Dell is thinking about solving the multi-cloud challenge. And then Sam Grow Cot is the senior vice president of marketing's gonna come in the program and give us the update on Apex, which is Dell's as a service offering and a new edge platform called Project Frontier. By the way, it's also Cybersecurity Awareness Month, and we're gonna see if Sam has any stories there. And finally, for a company that's nearly 40 years old, Dell has some pretty forward thinking philosophies when it comes to its culture and workforce. And we're gonna speak with Jen Savira, who's Dell's chief Human Resource officer about hybrid work and how Dell is thinking about the future of work. We're gonna geek out all day and talk multi-cloud and edge and latency, but first, let's talk wallet. Tom Sweet cfo, and one of Dell's key business architects. Welcome back to the cube, >>Dave, it's good to see you and good to be back with you. So thanks for having me, Jay. >>Yeah, you bet. Tom. It's been a pretty incredible past 18 months. Not only the pandemic and all that craziness, but the VMware spin, you had to give up your gross margin binky as kidding, and, and of course the macro environment. I'm so sick of talking about the macro, but putting that aside for a moment, what's really remarkable is that for a company at your size, you've had some success at the top line, which I think surprised a lot of people. What are your reflections on the last 18 to 24 months? >>Well, Dave, it's been an incredible, not only last 18 months, but the whole transformation journey. If you think all the way back maybe to the LBO and forward from there, but, you know, stepping into the last 18 months, it's, you know, I, I think I remember talking with you and saying, Hey, you know, this scenario planning we did at the beginning of this pandemic journey was, you know, 30 different scenarios roughly, and none of which sort of panned out the way it actually did, which was a pretty incredible growth story as we think about how we helped customers, you know, drive workforce productivity, enabled their business model during the all remote work environment. That was the pandemic created. And couple that with the, you know, the, the rise then and the infrastructure spin as we got towards the tail end of the, of the pandemic coupled with, you know, the spin out of VMware, which culminated last November, as you know, as we completed that, which unlocked a pathway back to investment grade within unlocked, quite frankly shareholder value, capital allocation frameworks. It's really been a remarkable, you know, 18, 24 months. It's, it's never dull at Dell Technologies. Lemme put it that way. >>Well, well, I was impressed with you, Tom, before the leverage buyout and then what I've seen you guys navigate through is, is, is truly amazing. Well, let's talk about the challenging macro. I mean, I've been through a lot of downturns, but I've never seen anything quite like this with fed tightening and you're combating inflation, you got this recession looming, there's a bear market you got, but you got zero unemployment, you're rising wages, strong dollar, and it's very confusing. But it spending is, you know, it's somewhat softer, but it's still not bad. How are you seeing customers behave? How is Dell responding? >>Yeah, look, if you think about the markets we play in Dave, and we should start there as a grounding, you know, the, the total market, the core market that we think about is roughly 700 and, you know, 50 billion or so. If you think about our core IT services capability, you couple that with some of the, the growth initiatives that we're driving and the adjacent markets that that, that brings in, you're roughly talking a 1.4 to $1.5 trillion market opportunity, total addressable market. And so from from that perspective, we're extraordinarily bullish on where are we in the journey as we continue to grow and expand. You know, we have, we're number one share in just about every category that we plan, but yet when you look at that, you know, number one share in some of these, you know, our highest share position may be, you know, low thirties and maybe in the high end of storage you're at the upper end of thirties or 40%. >>But the opportunity there to continue to expand the core and, and continue to take share and outperform the market is truly extraordinary. So, so you step back and think about that, then you say, okay, what have we seen over the last number of months and quarters? It's been, you know, really great performance through the pandemic as, as you highlighted, we actually had a really strong first half of the year of our fiscal year 23 with revenue up 12% operating income up 12% for the first half. You know, what we talked about as you, if you might recall in our second quarter earnings, was the fact that we were starting to see softness. We had seen it in the consumer PC space, which is not a big area of focus for us in the sense of our, our total revenue stream, but we started to see commercial PC soften and we were starting to see server demand soften a bit and storage demand was, was holding quite frankly. >>And so we gave a a framework around guidance for the rest of the year as a, of what we were seeing. You know, the macro environment as you highlight it continues to be challenging. You know, if you look at inflation rates and the efforts by central banks across the globe to with through interest rate rise to press down and, and constrain growth and push down inflation, you couple that with supply chain challenges that continue principle, particularly in the ISG space. And then you couple that with the Ukraine war and the, and the energy crisis that that's created. And particularly in Europe, it's a pretty dynamic environment. And, but I'm confident, you know, I'm confident in the long term, but I do think that there is, you know, that there's navigation that we're going to have to do over the coming number of quarters, who knows quite how long, you know, to, to make sure the business is properly positioned and, you know, we've got a great portfolio and you're gonna talk to some of the team LA later on as you think your way through some of the solution capabilities we're driving what we're seeing around technology trends. >>So the opportunities there, there's some short term navigation that we're gonna need to do just to make sure that we address some of the, you know, some of the environmental things that we're seeing right >>Now. Yeah. And as a global company, of course you're converting local currencies back to appreciated dollars. That's, that's, that's another headwind. But as you say, I mean, that's math and you're navigating it. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, but they invest in ways they that allow them to cut out, come out the other side stronger. So I wanna talk about that longer term opportunity, the relationship between the core, the the business growth. You mentioned the tam, I mean, even as a lower margin business, if, if you can penetrate that big of a tam, you could still throw off a lot of cash and you've got other levers to turn in potentially acquisitions and software. And, but so ultimately what gives you confidence in Dell's future? How should we think about Dell's future? >>Yeah, look, I, I think it comes down to we are extraordinarily excited about the opportunity over the long term digital transformation continues. I I am on numerous customer and CIO calls every week. Customers are continuing to invest in digital transformation and infrastructure to enable their business model. Yes, maybe it's gonna slow or, or pause or maybe they're not gonna invest quite at the same rate over the next number of quarters, but over the long term the needs are there. You look at what we're doing around the, the growth opportunities that we see, not only in our core space where we continue to invest, but also in the, what we call the strategic adjacencies. Things like 5G and modern telecom infrastructure as our, the telecom providers across the globe open up their, what a cl previous been closed ecosystems, you know, to open architecture. You think about, you know, what we're doing around the edge and the distribution now that we're seeing of compute and storage back to the edge given data gravity and latency matters. >>And so we're pretty bullish on the opportunity in front of us, you know, yes, we will and we're continuing to invest and you know, Jeff Boudreau talk about that I think later on in the program. So I'm excited about the opportunities and you look at our cash flow generation capability, you know, we are in, in, in normal times a, a cash flow generation machine and we'll continue to do so, You know, we've got a negative, you know, CCC in terms of, you know, how do we think about efficiency of working capital? And we look at our, you know, our capital allocation strategy, which has now returned, you know, somewhere in near 60% of our free cash flow back to shareholders. And so, you know, there's lots to, lots of reasons to think about why this, you know, we are a great sort of, I think value creation opportunity and a over the long term that the long term trends are with us, and I expect them to continue to be so, >>Yeah, and you guys, you, you, you do what you say you're gonna do. I mean, I said in my, in my other piece that I did recently, I think you guys put 46 billion on the, on the, on the balance sheet in terms of debt. That's down to I think 16 billion in the core, which that's quite remarking and that gives you some other opportunities. Give us your, your closing thoughts. I mean, you kind of just addressed why Dell is a good long term play, but I'll give you an opportunity to bring us home. >>Hey, Dave. Yeah, look, I, I just think if you look at the good, the market opportunity, the size and scale of Dell and how we think about the competitive advantages that we have, we com you know, if you look at, say we're a hundred billion revenue company, which we were a year, you know, last year, that as we reported roughly 60, 65 billion of that in the client, in in PC space, roughly, you know, 35 to 40 billion in the ISG or infrastructure space, those markets are gonna continue the opportunity to grow, share, grow at a premium to the market, drive, cash flow, drive, share gain is clearly there. You couple that with, you know, what we think the opportunity is in these adjacent markets, whether it's telecom, the edge, what we're thinking around data services, data management, you know, we, and you cut, you put that together with the long term trends around, you know, data creation and digital transformation. We are extraordinarily well positioned. We have the largest direct selling organization in in the technology space. We have the largest supply chain, our services footprint, you know, well positioned in my mind to take advantage of the opportunities as we move forward. >>Well Tom, really appreciate you taking the time to speak with us. Good to see you again. >>Nice seeing you. Thanks Dave. >>All right. You're watching the Cubes exclusive behind the scenes coverage of Dell Technology Summit 2022. In a moment, I'll be back with Jeff Boudreau. He's the president of Dell's ISG Infrastructure Solutions Group. He's responsible for all the important enterprise business at Dell, and we're excited to get his thoughts, keep it right there. >>Welcome back to the cube's exclusive coverage of the Dell Technology Summit. I'm Dave Ante and we're going inside with Dell execs to extract the signal from the noise. And right now we're gonna dig into customer requirements in a data intensive world and how cross cloud complexities get resolved from a product development perspective and how the ecosystem fits in to that mosaic to close the gaps and accelerate innovation. And with me now as friend of the cube, Jeff Boudreau, he's the president of the Infrastructure Solutions Group, ISG at Dell Technologies. Jeff, always good to see you. Welcome. >>You too. Thank you for having me. It's great to see you and thanks for having me back on the cube. I'm thrilled to be here. >>Yeah, it's our pleasure. Okay, so let's talk about what you're observing from customers today. You know, we talk all the time about operating in a data driven multi-cloud world, blah, blah, blah, blah. But what does that all mean to you when you have to translate that noise into products that solve specific customer problems, Jeff? >>Sure. Hey, great question. And everything always starts with our customers. There are motivation, they're top of mind, everything we do, my leadership team and I spend a lot of time with our customers. We're listening, we're learning, we're really understanding their pain points, and we wanna get their feedback in regards to our solutions, both turn and future offerings, really ensure that we're aligned to meeting their business objectives. I would say from these conversations, I'd say customers are telling us several things. First, it's all about data for no surprise going back to your opening. And second, it's about the multi-cloud world. And I'd say the big thing coming from all of this is that both of those are driving a ton of complexity for our customers. And I'll unpack that just a bit, which is first the data. As we all know, data is growing at unprecedented rates with more than 90% of the world's data being produced in the last two years alone. >>And you can just think of that in it's everywhere, right? And so as it as the IT world shifts towards distributed compute to support that data growth and that data gravity to really extract more value from that data in real time environments become inherently more and more hybrid and more and more multi-cloud. Which leads me to the second key point that I've been hearing from our customers, which it's a multi-cloud world, not new news. Customers by default have multiple clouds running across multiple locations that's on-prem and off-prem, it's running at the edge and it's serving a variety of different needs. Unfortunately, for most of our CU customers, multi-cloud is actually added to their complexity. As we've discussed. It's been a lot more of multi-cloud by default versus multi-cloud by design. And if you really think about our customers, I mean, I, I, I've talking to 'EM all the time, you think about the data complexity, that's the growth and the gravity. >>You think about their infrastructure complexity shifting from central to decentralized it, you think about multi-cloud complexity. So you have these walled gardens, if you will. So you have multiple vendors and you have these multiple contracts that all creates operational complexity for their teams around their processes of their tools. And then you think about security complexity that that dries with the, just the increased tax service and the list goes on. So what are we seeing for our customers? They, what they really want from us, and what they're asking us for is simplicity, not complexity. The immediacy, not latency. They're asking for open and aligned versus I'd say siloed and closed. And they're looking for a lot more agility and not rigidity in what we do. So they really wanna simplify everything. They're looking for a simpler IT and a more agile it. And they want more control of their data, right? >>And so, and they want to extract more of the value to enrich their business or their customer engagements, which all sounds pretty obvious and we've probably all heard it a bunch, but it's really hard to achieve. And that's where I believe, and we believe as Dell that we, it creates a big opportunity for us to really help our customers as that great simplifier of it. We're already doing this today on just a couple quick examples. First is Salesforce. We've supported recently, we've supported their global expansion with a multi-cloud solution to help them drive their business growth. Our solution delivered a reliable and consistent IT experience. We go back to that complexity and it was across a very distributed environment, including more than 60 data centers, 230 countries and hundreds of thousands of customers. It really provided Salesforce with the flexibility of placing workloads and data in an environment based on the right service level. >>Objective things like cost complexity or even security compliance considerations. The second customer A is a big New England Patriot fan. And Dan, Dave, I know you are as well. Oh yeah, this one's near, near data to my heart, it's the craft group. We just created a platform to span all the businesses that create more, I'd say data driven, immersive, secure experience, which is allowing them to capture data at the edge and use it for real time insights for things like cyber resiliency, but also like safety of the facilities. And as being a PA fan like I am, did they truly are meeting us where we are in our seats on their mobile devices and also in the parking lot. So just keep that in mind next time you're there. The bottom line, everything we're doing is really to make it simpler for our customers and to help them get the most of their data. I'd say we're gonna do this, is it through a multi-cloud by design approach, which we talked a lot about with you and and others at Dell Tech world earlier this year, >>Right? And we had Salesforce on, actually at Dell Tech group. The craft group is interesting because, you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet and, and, but then the experience is so much better if you can actually, you know, deal with that edge. So I wanna talk about complexity though. You got data, you got, you know, the, the edge, you got multiple clouds, you got a different operating model across security model, different. So a lot of times in this industry we solve complexity with more complexity and it's like a bandaid. So I wanna, I wanna talk to, to how you're innovating around simplicity in ISG to address this complexity and what this means for Dell's long term strategy. >>Sure, I'd love to. So first I, I'd like to state the obvious, which are our investments in our innovations really focused on advancing, you know, our, our our customers needs, right? So we are really, our investments are gonna be targeted. We, we believe customers can have the most value. And some of that's gonna be around how we create strategic partnerships as well connected to what we just spoke about. Much of the complexity of customers have or experiencing is in the orchestration and management of all the data in all these different places and customers, you know, they must be able to quickly deploy and operate across cloud environments. They need to increase their developer productivity, really enabling those developers that do what they do best, which is creating more value for their customers than for their businesses. Our innovation efforts are really focused on addressing this by delivering an open and modern IT architecture that allows customers to run and manage any workload in any cloud anywhere. >>Data lives we're focused on, also focused on consumption based solutions, which allow for a greater degree of simplicity and flexibility, which they're really asking for as well. The foundation for this is our software to define common storage layer, that common storage layer. You can think about this Dave, as our ias if you will. It underpins our data access in mobility across all data types and locations. So you can think private, public, telecom, colo, edge, and it's delivered in a secure, holistic, and consistent cloud experience through Apex. We are making a ton of progress to let you just to be, just to be clear, we've made headway in things like Project Alpine, which you're very well aware of. This is our storage as a service. We announce this back in in January, which brings our unique software IP from our flagship storage platform to all the major public clouds. >>Really delivering the best of both worlds, allowing our customers to take advantage of Dell's enterprise class data services and storage software, such as performance at scale, resiliency, efficiency and security. But in addition to that, we're leveraging the breadth of the public cloud services, right? They're on demand scaling capabilities and access to analytical services. So in addition, we're really, we're, we're on our way to win at the edge as well with Project Frontier, which reduces complexity at the edge by creating an open and secure software platform to help our customers simplify their edge operations, optimize their edge environments and investments, secure that edge environment as well. I believe you're gonna be discussing Project Frontier here with Sam Gro Crop, the very near future. So I won't give up too many more details there. And lastly, we're also scaling Apex, which, oh, well, shifting from our vision, really shifting from vision to reality and introducing several new Apex service offerings, which are coming to market over the next month or so. And the intent is really supporting our customers on their as a service transitions by modernize the consumption experience and providing that flexible as a service model. Ultimately, we're trying to help our customers achieve that multi-cloud by design to really simplify it and unlock the power of their data. >>So some good examples there. I I like to talk about the super Cloud as you, you know, you're building on top of the, you know, hyperscale infrastructure and you got Apex is your cloud, the common storage layer, you call it your is. And that's, that's a ingredient in what we call the super cloud out to the edge. You have to have a common platform there and one of the hallmarks of a cloud company. And as you become a cloud company, everybody's a cloud company ecosystem becomes really, really important in terms of product development and, and innovation. Matt Baker always loves to stress it's not a zero zero sum game. And, and I think Super Cloud recognizes that, that there's value to be built on top of other clouds and, and, and of course on top of your infrastructure so that your ecosystem can add value. So what role does the ecosystem play there? >>For me, it's, it's pretty clear. It's, it's, it's critical. I can't say that enough above the having an open ecosystem. Think about everything we just discussed, and I agree with your super cloud analogy. I agree with what Matt Baker had said to you, I would certain no one company can actually address all the pain points and all the issues and challenges our customers are having on their own, not one. I think customers really want and deserve an open technology ecosystem, one that works together. So not these close stacks that discourages interoperability or stifles innovation and productivity of our, of each of our teams. We del I guess have a long history of supporting open ecosystems that really put customers first. And to be clear, we're gonna be at the center of the multi-cloud ecosystem and we're working with partners today to make that a reality. >>I mean, just think of what we're doing with VMware. We continue to build on our first and best alliances with them in August at their VMware explorer, which I know you were at, we announced several joint engineering initiatives to really help customers more easily manage and gain value from their data and their infrastructure. For multi-cloud specifically, we strength our relationship with VMware and with Tansu as part of that. In addition, just a few weeks ago we announced our partnership with Red Hat to simplify our multi-cloud deployments for managing containerized workloads. I'd say, and using your analogy, I could think of that as our multicloud platform. So that's kind of our PAs layer, if you will. And as you're aware, we have a very long standing and strategic partnership with Microsoft and I'd say stay tuned. There's a lot more to come with them and also others in this multicloud space. >>Shifting a bit to some of the growth engines that my team's responsible for the edge, right? As you think about data being everywhere, we've established partnerships for the Edge as well with folks like PTC and Litmus for the manufacturing edge, but also folks like Deep North for the retail edge analytics and data management. Using your Supercloud analogy, Dave the sa, right? This is our Sasa, we've announced that we're collaborating, partnering with folks like Snowflake and, and there's other data management companies as well to really simplify data access and accelerate those data insights. And then given customers choice of where they'd like to have their IT and their infrastructure, we've we're expanding our colo partnerships as well with folks like eex and, and they're allowing us to broaden our availability of Apex, providing customers the flexibility to take advantage of those as a service offerings wherever it's delivered and where they can get the most value. So those are just some you can hear from me. I think it's critical not only for, for us, I think it's critical for our customers. I think it's been critical, critical for the entire, you know, industry as a whole to really have that open technology ecosystem as we work with our customers on our multi-cloud solutions really to meet their needs. We'll continue to collaborate with whoever customers choose and you know, and who they want us to do business with. So I'd say a lot more coming in that space. >>So it's been an interesting three years for you, just, just over three years now since you've been made the president of the IS isg. And so you had to dig in and, and it was obviously a strange time around the world, but, but you really had to look at, okay, how do we modernize the platform? How do we make it, you know, cloud first, You've mentioned the edge, we're expanding. So what are the big takeaways? What do you want customers and our audience to understand? Just some closing thoughts and if you could summarize. >>Sure. So I'd say first, you know, we discussed we're working in a very fast paced, ever-changing market with massive amounts of data that needs to be managed. It's very complex and our customers need help with that complexity. I believe that Dell Technologies is uniquely positioned to help as their multicloud champion. No one else can solve the breadth and depth of the challenges like we can. And we're gonna help our customers move forward when they basically moving from a multi-cloud by default, as we've discussed before, to multicloud by design. And I'm really excited for the opportunity to work with our customers to help them expand that ecosystem as they truly realize the future of it and, and what they're trying to accomplish. >>Jeff, thanks so much. Really appreciate your time. Always a pleasure. Go pats and we'll see you on the blog. >>Thanks Dave. >>All right, you're watching exclusive insight insights from Dell Technology Summit on the cube, your leader in enterprise and emerging tech coverage. >>Hello everyone, this is Dave Lanta and you're watching the Cubes coverage of the Dell Technology Summit 2022 with exclusive behind the scenes interviews featuring Dell executive perspectives. And right now we're gonna explore Apex, which is Dell's as a service offering Dell's multi-cloud and edge strategies and the momentum around those. And we have news around Project Frontier, which is Dell's vision for its edge platform. And there's so much happening here. And don't forget it's cyber security Awareness month. Sam Grot is here, he's the senior vice president of marketing at Dell Technologies. Sam, always great to see you. How you doing? >>Always great to be here, Dave. >>All right, let's look at cloud. Everybody's talking about cloud Apex, multi-cloud, what's the update? How's it going? Where's the innovation and focal points of the strategy? >>Yeah, yeah. Look Dave, if you think back over the course of this year, you've really heard, heard us pivot as a company and discussing more and more about how multi-cloud is becoming a reality for our customers today. And when we listen and talk with our customers, they really describe multi-cloud challenges and a few key threads. One, the complexity is growing very, very quickly. Two, they're having a harder time controlling how their users are accessing the various different clouds. And then of course, finally the cloud costs are growing unchecked as well. So we, we like to describe this phenomenon as multi-cloud by design. We're essentially, organizations are waking up and seeing cloud sprawl around their organization every day. And this is creating more and more of those challenges. So of course at Dell we've got a strong point of view that you don't need to build multicloud by by default, rather it's multicloud by design where you're very intentional in how you do multicloud. >>And how we deliver multicloud by design is through apex. Apex is our modern cloud and our modern consumption experience. So when you think about the innovation as well, Dave, like we've been on a pretty quick track record here in that, you know, the beginning of this year we introduced brand new Apex backup services that provides that SAS based backup service. We've introduced or announced project outline, which is bringing our storage software, intellectual property from on-prem and putting it and running it natively in the public cloud. We've also introduced new Apex cyber recovery services that is simplifying how customers protect against cyber attacks. They can run an Amazon Azure, aw, I'm sorry, Amazon, aws, Azure or Google. And then, you know, we are really focused on this multi-cloud ecosystem. We announce key partnerships with SaaS providers such as Snowflake, where you can now access our information or our data from on-prem through the Snow Snowflake cloud. >>Or if needed, we can actually move the data to the Snowflake cloud if required. So we're continuing to build out that ecosystem SaaS providers. And then finally I would say, you know, we made a big strategic announcement just recently with Red Hat, where we're not only delivering new Apex container services, but we announce the strategic partnership to build jointly engineered solutions to address hybrid and multi-cloud solutions going forward. You know, VMware is gonna always continue to be a key partner of ours at the la at the recent VMware explorer we announced new Tansu integration. So, So Dave, I, I think in a nutshell we've been innovating at a very, very fast pace. We think there is a better way to do multi-cloud and that's multi-cloud by design. >>Yeah, we heard that at Dell Technologies world. First time I had heard that multi-cloud by design versus sort of default, which is great Alpine, which is sort of our, what we called super cloud in the making. And then of course the ecosystem is critical for any cloud company. VMware of course, you know, top partner, but the Snowflake announcement was very interesting Red Hat. So seeing that expand, now let's go out to the edge. How's it going with the edge expansion? There's gotta be new speaking of ecosystem, the edge is like a whole different, you know, OT type, that's right, ecosystem, that's telcos what and what's this new frontier platform all about? >>Yeah, yeah. So we've talked a lot about cloud and multi clouds, we've talked about private and hybrid cloud, we've talked about public clouds, clouds and cos, telcos, et cetera. There's really been one key piece of our multi-cloud and technology strategy that we haven't spent a lot of time on. And that's the edge. And we do see that as that next frontier for our customers to really gain that competitive advantage that is created from their data and get closer to the point of creation where the data lives. And that's at the edge. We see the edge infrastructure space growing very, very quickly. We see upwards of 300% year of year growth in terms of amount of data being created at the edge. That's almost 3000 exabytes of data by 2026. So just incredible growth. And the edge is not really new for Dell. We've been at it for over 20 years of delivering edge solutions. >>81% of the Fortune 100 companies in the US use Dell solutions today at the Edge. And we are the number one OEM provider of Edge solutions with over 44,000 customers across over 40 industries and things like manufacturing, retail, edge healthcare, and more. So Dave, while we've been at it for a long time, we have such a, a deep understanding of how our customers are using Edge solutions. Say the bottom line is the game has gotta change. With that growth that we talked about, the new use cases that are emerging, we've got to un unlock this new frontier for customers to take advantage of the edge. And that's why we are announcing and revealing Project Frontier. And Project Frontier in its most simplest form, is a software platform that's gonna help customers and organizations really radically simplify their edge deployments by automating their edge operations. You know, with Project Frontier organizations are really gonna be able to manage, OP, and operate their edge infrastructure and applications securely, efficiently and at scale. >>Okay, so it is, first of all, I like the name, it is software, it's a software architecture. So presumably a lot of API capabilities. That's right. Integration's. Is there hardware involved? >>Yeah, so of course you'll run it on Dell infrastructure. We'll be able to do both infrastructure orchestration, orchestration through the platform, but as well as application orchestration. And you know, really there's, there's a handful of key drivers that have been really pushing our customers to take on and look at building a better way to do the edge with Project Frontier. And I think I would just highlight a handful of 'em, you know, freedom of choice. We definitely see this as an open ecosystem out there, even more so at the Edge than any other part of the IT stack. You know, being able to provide that freedom of choice for software applications or I O T frameworks, operational technology or OT for any of their edge use cases, that's really, really important. Another key area that we're helping to solve with Project Frontier is, you know, being able to expect zero trust security across all their edge applications from design to deployment, you know, and of course backed by an end and secure supply chain is really, really important to customers. >>And then getting that greater efficiency and reliability of operations with the centralized management through Project Frontier and Zero Touch deployments. You know, one of the biggest challenges, especially when you get out to the far, far reach of the frontier is really IT resources and being able to have the IT expertise and we built in an enormous amount of automation helps streamline the edge deployments where you might be deploying a single edge solution, which is highly unlikely or hundreds or thousands, which is becoming more and more likely. So Dave, we do think Project Frontier is the right edge platform for customers to build their edge applications on now and certain, excuse me, certainly, and into the future. >>Yeah. Sam, no truck rolls. I like it. And you, you mentioned, you mentioned Zero trust. So we have Mother's Day, we have Father's Day. The kids always ask When's kids' day? And we of course we say every day is kids' day and every day should be cybersecurity awareness day. So, but we have cybersecurity awareness month. What does it mean for Dell? What are you hearing from customers and, and how are you responding? >>Yeah, yeah. No, there isn't a more prevalent pop of mind conversation, whether it's the boardroom or the IT departments or every company is really have been forced to reckon with the cybersecurity and ransom secure issues out there. You know, every decision in IT department makes impacts your security profile. Those decisions can certainly, positively, hopefully impact it, but also can negatively impact it as well. So data security is, is really not a new area of focus for Dell. It's been an area that we've been focused on for a long time, but there are really three core elements to cyber security and data security as we go forward. The first is really setting the foundation of trust is really, really important across any IT system. And having the right supply chain and the right partner to partner with to deliver that is kind of the foundation in step one. >>Second, you need to of course go with technology that is trustworthy. It doesn't mean you are putting it together correctly. It means that you're essentially assembling the right piece parts together. That, that coexist together in the right way. You know, to truly change that landscape of the attackers out there that are gonna potentially create risk for your environment. We are definitely pushing and helping to embrace the zero trust principles and architectures that are out there. So finally, while when you think about security, it certainly is not absolute all correct. Security architectures assume that, you know, there are going to be challenges, there are going to be pain points, but you've gotta be able to plan for recovery. And I think that's the holistic approach that we're taking with Dell. >>Well, and I think too, it's obviously security is a complicated situation now with cloud you've got, you know, shared responsibility models, you've got that a multi-cloud, you've got that across clouds, you're asking developers to do more. So I think the, the key takeaway is as a security pro, I'm looking for my technology partner through their r and d and their, you mentioned supply chain processes to take that off my plate so I can go plug holes elsewhere. Okay, Sam, put a bow on Dell Technology Summit for us and give us your closing thoughts. >>Yeah, look, I I think we're at a transformative point in it. You know, customers are moving more and more quickly to multi-cloud environments. They're looking to consume it in different ways, such as as a service, a lot of customers edge is new and an untapped opportunity for them to get closer to their customers and to their data. And of course there's more and more cyber threats out there every day. You know, our customers when we talk with them, they really want simple, consistent infrastructure options that are built on an open ecosystem that allows them to accomplish their goals quickly and successfully. And look, I think at Dell we've got the right strategy, we've got the right portfolio, we are the trusted partner of choice, help them lead, lead their, their future transformations into the future. So Dave, look, I think it's, it's absolutely one of the most exciting times in it and I can't wait to see where it goes from here. >>Sam, always fun catching up with you. Appreciate your time. >>Thanks Dave. >>All right. A Dell tech world in Vegas this past year, one of the most interesting conversations I personally had was around hybrid work and the future of work and the protocols associated with that and the mindset of, you know, the younger generation. And that conversation was with Jen Savira and we're gonna speak to Jen about this and other people and culture topics. Keep it right there. You're watching the cube's exclusive coverage of Dell Technology Summit 2022. Okay, we're back with Jen Vera, who's the chief human resource officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me Dave. There's been a lot of change in just a short amount of time, so I'm excited to, to share some of our learnings >>With you. I, I mean, I bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, you know, what's still being worked? What would you recommend to other companies to over to you? >>Yeah, well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing. So for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company, there's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid in 86% of our team members said that we were, which is great, but we always know there's nuance right behind that macro level. So we, we asked 'em a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experience is. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have it really healthy business. >>Well, I like that you were data driven around it in the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well yeah, but we also want you to know in the office be so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kind of strange, new ever changing world? >>Yeah, well I think, look, one approach doesn't fit all. So I don't think that the approach that works for Dell Technologies isn't necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, workout with your leader, what really makes the most sense to drive things forward. >>I >>You were, so >>That's what we, you were talking before about myths and you know, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, people in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture. We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data. And that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >>And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cause the dogs aren't barking. I have less distractions. And so I think we think, and, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I I wanted to switch gears a little bit, talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I ask myself, I'm like, what am I missing? I hope, you know, with our folks, so especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about is leaders. We've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we send out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on a change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation post isolation economy as they, they could pre covid. But you know, I noticed there's a, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model. And they doing so have earned the loyalty and respect of the people who work for them. >>Number one on the list is Dell sap. So congratulations SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists, they go, Yeah, okay, that's cool, top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it? And how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition of rewards to performance evaluation, to interviewing, to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important. And then kind of repeating, like you said, Yeah, it's not just a poster in the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power positive thinking, do one to others as others, you know, you have others do it to you. Don't make the say you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>They might have had a >>Were instilled in me and now I'm bringing them forward and, you know, paying it forward. But, but so i, it, it, my, I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our COOs ev, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. And it's a culture of respect, you know, high performance, high expectations, accountability at having followed the company and worked with the company for many, many years. You always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay. You've been watching a special presentation of the cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out s silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Valante, thanks for watching and we'll see you next time.

Published Date : Oct 11 2022

SUMMARY :

My name is Dave Ante and I'll be hosting the program today In conjunction with the And we're gonna speak with Jen Savira, Dave, it's good to see you and good to be back with you. all that craziness, but the VMware spin, you had to give up your gross margin binky as the spin out of VMware, which culminated last November, as you know, But it spending is, you know, it's somewhat softer, but it's still not bad. category that we plan, but yet when you look at that, you know, number one share in some of these, So, so you step back and think about that, then you say, okay, what have we seen over the last number of months You know, the macro environment as you highlight it continues to be challenging. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, You think about, you know, And so, you know, in my other piece that I did recently, I think you guys put 46 billion the edge, what we're thinking around data services, data management, you know, Good to see you again. Nice seeing you. He's responsible for all the important enterprise business at Dell, and we're excited to get his thoughts, how the ecosystem fits in to that mosaic to close the gaps and accelerate It's great to see you and thanks for having me back on the cube. But what does that all mean to you when you have to translate And I'd say the big thing coming from all of this is that both of those are driving And if you really think about our customers, I mean, I, I, I've talking to 'EM all the time, you think about the data complexity, And then you think about security complexity that that dries And that's where I believe, and we believe as Dell that we, it creates a big opportunity for us to really help And Dan, Dave, I know you are as well. you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet all the data in all these different places and customers, you know, to let you just to be, just to be clear, we've made headway in things like Project Alpine, And the intent is really supporting And as you become And to be clear, So that's kind of our PAs layer, if you will. We'll continue to collaborate with whoever customers choose and you know, How do we make it, you know, cloud first, You've mentioned the edge, we're expanding. the opportunity to work with our customers to help them expand that ecosystem as they truly realize the Go pats and we'll see you All right, you're watching exclusive insight insights from Dell Technology Summit on the cube, And right now we're gonna explore Apex, which is Dell's as a service offering Where's the innovation and focal points of the strategy? So of course at Dell we've got a strong point of view that you don't need to build multicloud So when you think about you know, we made a big strategic announcement just recently with Red Hat, There's gotta be new speaking of ecosystem, the edge is like a whole different, you know, And that's the edge. And we are the number one OEM provider of Edge solutions with over 44,000 Okay, so it is, first of all, I like the name, it is software, And I think I would just highlight a handful of 'em, you know, freedom of choice. the edge deployments where you might be deploying a single edge solution, and, and how are you responding? And having the right supply chain and the right partner you know, there are going to be challenges, there are going to be pain points, but you've gotta be able to plan got, you know, shared responsibility models, you've got that a multi-cloud, you've got that across clouds, And look, I think at Dell we've got the right Sam, always fun catching up with you. with that and the mindset of, you know, the younger generation. There's been a lot of change in just a short amount of time, You know, what's working, you know, what's still being worked? So we took a step back and we asked our team members, How do you think we're doing? And what we have found is really, you don't have to be together in the office we want you guys to work the way you wanna work. And so we really wanna you know, we talk about not being a mandate. That's what we, you were talking before about myths and you know, I wanna talk about team member performance cuz Well, for us, you know, we look, again, we just looked at the data. I hope, you know, with our folks, socially, economically, that taking that time to say you want your team members And I think with regard to transformation that you But you know, So first of all, congratulations, you know, how'd you do it? And then to make sure that we're not, you know, fooling ourselves, it's not just a poster in the wall, but I remember like, you know, when we're kids, your parents tell you, Were instilled in me and now I'm bringing them forward and, you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking the dignity of your partners and your people. And don't forget to check out wikibon.com each

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Marne Martin, IFS | IFS Unleashed 2022


 

(soft electronic music) >> Hey, everyone. Welcome to Miami. I feel like I should be singing that song. Lisa Martin here live with theCUBE at IFS Unleashed. We've been here all day having great conversations with IFS executives, their customers, their partners, lots a... You can hear probably the buzz behind me at the vibe here. Lot of great folks, 1500 plus here. People are excited to be back and to see what IFS has been up to the last few years. I'm pleased to welcome back one of our alumni who was here with us last time we covered IFS, Marne Martin joins us. The president, Service Management, EAM and Global Industry at IFS. Marne, it's great to have you back on theCUBE. >> Yeah, I'm so happy to be here, and thanks for joining us in Miami. Last time it was Boston. >> That's right. >> So definitely much warmer climate this time. >> Much warmer. (Marne laughs) Yes, much warmer. And people here are just smiles on faces. People are excited to be back. There's... But I shouldn't elude that IFS slow down at all during the pandemic. You did not. I was looking at the first half, 2022 financials that came out over the summer and AR are up 33%. So much recurring revenue as well. So your... The business is doing incredibly well. You've pivoted beautifully during the pandemic. Customers are happy. There's a lot of customers here. You guys talk a lot about the moment of service. I love that. Talk to the audience about what that is, and how you're enabling your customers to deliver that to their customers. >> Definitely. So, you know, it's amazing when you have these inflection points and it's a good opportunity, world conference to world conference to celebrate that. We've grown a lot, and the number of customers we've brought in, in tier one global customers as well as in our variety of the various regions around the world and different industry verticals is amazing. And, you know, the participation is what's making IFS be a better company, a better technology vendor as we focus on these industries. So is understanding moment of service. You know, we talk a lot, and certainly CIOs and IT buyers will talk about technology, but putting the technology to work has to be meaningful, not only to the returns that go to shareholders, but what it matters, what matters to the end customers, of our customers. And when we started thinking about the new branding of IFS, because we also rebranded in this time, we thought, "How does that mission crystallize in what we're doing for our customers, and how do we really start put bringing technology to life?" And that is where moment of service came. So it's very rare in our world that you actually come up with a sort of slogan or an objective as a company that not only mobilizes what we do internally here at IFS, delivering great moments of service to our customers, but also that tells a story of the customers to the end customer. You know, service, an area that I work in a lot, it's very obvious that you... We all know when we get a great moment of service, or sometimes a bad moment of service. So if you talk to service organizations, field service organizations, they understand what a moment of service is. But it's also thinking about how we enable the people delivering that great moment of service. Not just like doing a survey or what have you, but what are the digital tools that help them to deliver better moments of service proactively. >> Right. >> One of my pet peeves was always that even like, if you have a voice of the customer program or what have you, that you may get that reactive feedback perhaps to a CMO in an organization, but the insights don't really get actioned. So here, across the line of business applications that we sell, ERP Service Management, EAM, ITSM, or ESM, we're really thinking about with that moment of service, the objective of putting the technology to work. How do we facilitate that alongside the business growth of our customers, but also how do we take the insights they get from their end customers into the business models as well as the functional design, what we develop. So moment of service has become, say the heart of IFS as well as a way of understanding our customers better. >> Really understanding them at much deeper level- >> Correct. Correct. >> And a lot of organizations. Give me some examples of some of the insights that IFS has gleaned from its customers. How you've brought them internally to really evolve the technology. >> So I think what's important is a lot of times technology vendors may say they know their customers, right? If you think about what technology vendor we know with the 360 view of the customer. You know, understanding the customer is a lot more than understanding their renewal date as a software vendor. >> Yeah. (laughs) >> So we have to really think about the moments of service on what matters most at that point of service, right? And it will vary certainly by industry, but there also will be certain things that are very much the same. Like for example, if we, as a customer, can have an asset or a piece of equipment that never breaks, we're a happier customer. If it does break, we, of course, want it to be fixed the first time someone shows up. So those are the obvious things. But how you then fix or manifest that into a different way of utilizing and implementing the technology. Thinking also about taking the operational insights that you have on driving, what we call preventative or predictive maintenance, or maximizing what's called a first time fixed resolution. You know, being able to marry best practices with at times artificial intelligence and machine learning information, with also the operational and personal insights of the people doing the work really enriches the quality of the insights you have around that moment of service and how to recreate a great moment of service, or lessen a poor moment of service. >> Yeah. >> And it also changes a view of what are often IT-driven projects into what's the user feedback that also matters most to enable that. You know, with the talent shortage that we're seeing, you know, customer expectations have only increased. >> Yes. >> So we all know, and customers want great moments of service, but how do we enable the frontline workers, whether they're field service workers or others, to deliver against these expectations when they might be harried, and you know, having to do a lot more work because of talent shortage. So we want to think about what their needs are in a way that's more focused towards delivering that moment of service, that great customer experience. And of course, that always feeds back into brand loyalty, selling more profits, but really getting into it. And you know, the advantage of IFS is that we understand the domain expertise to do things from a UI UX, a business process, but also thinking about how we're developing, to answer your question, the artificial intelligence machine learning. Even thinking about how you put IoT to work in ways that really matter, because there's a lot of money spent on IT projects that actually don't deliver great moments of service, let alone actual business value. >> Right. I love the vertical specialization that IFS has. I was interviewing Darren Roos, your CEO, a little bit earlier today and I said, "You know, we see so many companies... So many vendors, like some of your competitors in the ERP Space, which whom you're outgrowing or growing faster than, or horizontally focused. And the vertical specialization that he was kind of describing how long it's been here really allows IFS to focus on its core competencies. But another thing that I'm hearing throughout the interviews I'm having today, and you just said the same thing, is that you're not just, "We need to meet the customer where they are." Everyone talks about that. You've actually getting the... You're developing and fostering the domain expertise. >> Yes. >> So whether you're talking with an energy company, aerospace and defense company, manufacturing, there's that one to one knowledge within IFS and its customer, or based in that industry that it can only imagine is maybe part of what's leading to, you know, that big increase in ARR that I talked about, the recurring revenue being so high. That domain expertise seems to be a differentiator from my lens. >> Well, let's even talk about how people build relationships, right? You know, we're having a conversation, so we're already having a higher value relationship, right? And that comes through with how vendors engage with their customers. You know, when you have seen your executives like Darren and myself, and Michael and Christian, who still care and really focus on what is most impactful. What is that moment of service? I'm sure Darren talked about the great moment of service book that we just released. >> Yes. >> So understanding at a more visceral and may I say, intimate moment with the customers, what matters most to them. And really working with what are developing, what we call the digital dream team within these customers that understand enough of where they're going in the objective, enables us to do a better job. And it's also where then, it's not only how we're partnering in the sales process implementation in the conventional ways, but product management. What is the most meaningful? How can we prioritize what makes the most impact? Obviously, there's cool stuff we want to do too, but you know, we really think about understanding the verticals and understanding where they're going. And you see that, for example, we're an absolute leader in mobile workforce management specifically, where we have what's called real time optimization. Super hard to do. No one else does it anymore except us. Great. There's other things where you'd say that, "Hey, some of the other vendors talk about this, right?" APM as a performance management or other things, but because they lack the true vertical specialization and the use cases and the ease to put it in, the adoption rate is low. >> Yeah. >> So, you know, in that case, APM might not be something we do only, but if we can actually help commercialize this, something that has a great deal of value in a superior way in that focus verticals, that's what it means to have industry specialization. Because if you spread yourself too thin, you know then, you'll end up with an AI or machine learning platform or something like that that you know, most companies don't have five years to try and configure, build out a Watson or something like that. I mean, most companies in this day and age, with the requirements of competitive pressure and supply chain pressures have to be nimble and have to be getting results fast. So the closest with the customers, the domain expertise, the understanding of what matters most, helps us to be faster to the value outcomes that our customers needs. It helps us to be more focused in what we're developing and also how we're developing. And ultimately, that does benefit us that, you know, we want to make sure that we're not only leading today, but you know, staying ahead of the game in the next 5 to 10 years, which will help us to grow. You know, we're certainly not a small company anymore. We're at a billion in revenue looking to be 2 billion and eventually 5 billion in revenue. >> Okay. >> So that already, you know, puts us well beyond unicorn status into one of the very few. But, you know, we want to take a different track even of how a service now or a sales force or SAP or even, you know, to some degree workday grew by making sure that we remain focused on these key verticals and not lose our focus. And they're plenty big enough verticals for us to achieve our growth goals. >> Well the growth has been impressive, as I mentioned the ARR app in the first half, and I was chatting with Darren earlier as I said, and I said, "Can you gimme any nuggets for a second half?" I imagine the trajectory is up onto the right. And he alluded to the fact that things are going quite well, but the focus there that you have with customers. Also, you talked about this and I had several customers on the program today. Rolls-Royce was here. Aston Martin was here. And it's very obvious that there is a... There was a uniqueness about the relationship that I saw- >> Yes. >> Especially with Rolls-Royce that I thought was quite, I mean, you talked about kind of that customer intimacy and that personalization, which people used to tolerate fragmented experiences. We don't tolerate those anymore. >> No. >> Nobody has the patience for that. >> No. And it's also, you know, this business isn't easy for a lot of these customers to stay ahead, right? You know, especially if you think about a tier one customer that's at the top of their category. How did they continue to innovate? And Rolls Royce and Aston Martin are really cool customers. You know, but we're also thinking about, you know, what are the up-and-comers? Or you know, we also get customers that have come to us because they've started falling behind in their sector because they haven't been able to digitalize and grow forward. You know, we work a lot with SAP customers. Darren, of course, came from SAP. But in that ecosystem and especially in the areas I work in a lot with service management, SAP customers, you know, that are focusing on ERP, you know, SAP hasn't been a great enabler of service management for them. So the SAP customers have actually fallen behind. And the ability to come to a lot of these new type of digitally based value-based service offerings really make aftermarket service revenues a lifeblood of their company. So even there where, you know, we might have in a different ERP choice, we're able to provide what's really the missing link for these tier one companies that they can't get anywhere else. And we see this also, you know, you've obviously Salesforce and CRM. A lot of Salesforce CRM customers. Microsoft with Dynamics also primarily ERP. But the focus and the specialization that we have is rare in the industry, but it's so impactful. >> Yeah. >> And you know, I would even venture to say that there's not a tier one company that has a lot of aftermarket service revenue, or attention on service revenue, or even that is trying to monetize their connected asset or IoT investment that can ignore IFS. >> Yeah. >> Because we are unique enough in our focus verticals that if they want to continue growing and that is a cornerstone of their growth, their customer, their moment of service, then they definitely need to look at IFS. >> Absolutely. Does IFS care that it's not as well known of a brand? I mean, I mentioned you guys are growing. Maybe I didn't mention this, number three in ERP, you are growing faster than the top two biggest competitors, which you mentioned SAP, Oracle as well, but those implementations can be quite complex. Does IFS care that you're doing so well? Darren talked about where you're winning, how you're being competitive, where you went. Do they care about being a big name brand, or is that really kind of not as important nearly as delivering those moments of service? >> So, you know, it's a mirrored question that you asked me, and therefore, I'll give you a multifaceted answer. (Lisa laughs) You know, ERP, we're very proud to be a top three vendor and I think over time we'll continue to dislodge SAP and Oracle in ERP, where companies want to make a different ERP choice, or they're consolidating or whatever. I think already in field service management, we're by far the number one and will continue to be that. And you actually see a lot of our ERP competitors that are dropping down and you seem a... There's not really a lot of what I'd call best-of-breed options other than IFS as well. So... And then enterprise asset management, I really think the opportunity for IFS is how we put technology to work in some of these advanced capabilities in ways that can be automated that is, for example, in IBM Maximo or Watson or what have you haven't been able to be. And then you have some other best-of-breed EAM customers that have kind of not continued innovating and things like that. So the lines where we are really building the brand recognition with the largest companies in the world might be anchored for now more around field service management, enterprise asset management. But of course that brand recognition comes back into ERP. >> Yeah. >> And there will be, you know, as we continue to innovate, as people make ERP decisions every 5, 7, 10 years as those buying cycles are, then it's important that we're using the leadership positions we have. And especially, you know, thinking about these verticals where the asset centric service nature is paramount to them either to meet their moment of service, or to meet their aftermarket service revenue goals that we get the recognition of IFS as being the leader. And all the, you know... And this is where I'll go to the next layer of your question that building that is something I pride myself on and I'll say that we're building the IFS brand recognition at three different levels. >> Okay. >> There's the C-level and the board level, which I'd say my top participation in Darren's keynote this morning was more targeted to messages that would go, you know, "How are you a smarter digital business? How does IFS help you to be that?" >> Yeah. >> Okay. Then we have the operational or kind of the doers in a digital dream team that are below C-level, maybe VPs or directors or SVPs, that actually have the objective of bringing in the new business models, the operational change, the new technology, putting it to work. And there, you know, you have aspects of what do they need now versus how do they change and how do they continue innovating in a way that is easy as possible. >> Yeah. >> And then you definitely need to focus also on the people that are hands-on with those end customers. >> The practitioners. Yeah. >> The people that not only are told about the moment of service, but live the moment of service, right? The actual users in the field. Maybe the dispatchers, you know, the people that are doing the maintenance or the service or things like that. So the domain expertise in how we build the brand recognition has to be in all those three constituencies. We want to make sure that the CEO and the board members know who IFS is. We want to make sure that the operational leaders and the IT leaders who actually are delivering the project trust us to deliver. >> Right. >> And are confident in our ability to deliver with our ecosystem. And then we want to make sure that we're delighting those users of the software that they can deliver the moment of service, not just the business value that we all want from technology, but really that we're enabling them to have a solution that they love. That they can enjoy doing their job, or at least feel that they're doing their job in a way that's helpful to them. >> Right. >> And that ties into the end customers getting the moment of service that we all want. >> Absolutely. Well, very much aligned with what I heard today. It sounds like there's a rock solid strategy across the board at IFS and you... Congratulations on the work that you've done to help put that in place and how it's been evolving. I can only imagine that those second half numbers are going to be fantastic. So we'll have to have you back on the show next year (Marne laughs) to see what else is new. >> Yeah, I can't wait. It's an absolute pleasure and- >> Likewise. >> You know, and really, we're so passionate about what we do here. >> Yes. >> You know, I think just as a final note, as we grow, we want to make sure that doubling the company, doubling the number of customers, that our customers still feel that intimacy and that care. >> Yes. >> Right? >> Yes. >> That they can access senior executives that aren't clueless about their used cases and their vertical and actually have the ability to help them. You know, one of the things I pride myself on is that we... Okay, ideally people choose IFS in the first instance. We have successful projects and move on. Sometimes though, we're taking failed projects from other vendors. >> Yes, right. >> And what I pride myself on, and we all do here at IFS, is that we get those projects live, with those customers live. You know, we have the grit. We have the domain expertise, we see it through. And that even if customers have failed to get the business value or the transformation, you know, in the areas that we specialize at IFS, they can come here and we get it done. >> Right, you got a trusted partner. >> And that's something- Yes, and that, you know, I know every vendor says that- >> They do, but- >> But the reality is that we live it. >> Yeah. >> And it doesn't mean we're perfect. No vendor's perfect. But you know, we have the dedication and the focus and the domain expertise to get it done. And that's what's ultimately driving us into these leadership positions, changing how IFS is viewed. You know, we have people now that are coming to IFS that are saying, "IFS is the only choice in service management if you really want to do this work." And, you know, again, we have to keep earning it. But that's great. >> Exactly. Well, congratulations on all of that. That customer intimacy is a unique differentiator, and it's something that is... It's very... It's a flywheel, right? It's very synergistic. We appreciate your time and your insights for joining us on the program today. Thank you, Marne. >> Absolutely a pleasure. Thank you so much for coming. >> Mine as well. For Marne Martin, I'm Lisa Martin. No relation. (Marne laughs) You're watching theCUBE live from Miami at IFS Unleashed. I'll be back after a short break, so don't go too far. (soft electronic music) (soft electronic music continues)

Published Date : Oct 11 2022

SUMMARY :

and to see what IFS has been Yeah, I'm so happy to be here, So definitely much warmer climate the moment of service. and the number of the technology to work. Correct. of some of the insights the customer is a lot more of the insights you have shortage that we're seeing, the domain expertise to do things And the vertical specialization in ARR that I talked about, that we just released. the ease to put it in, in the next 5 to 10 years, So that already, you know, app in the first half, and that personalization, And the ability to come And you know, and that is a cornerstone of their growth, or is that really kind of that are dropping down and you seem a... and I'll say that we're building that actually have the objective on the people that are hands-on Yeah. and the board members know who IFS is. that we all want from technology, of service that we all want. Congratulations on the It's an absolute pleasure and- we're so passionate about what we do here. doubling the number of customers, and actually have the is that we get those projects live, you got a trusted partner. and the domain expertise to get it done. and it's something that is... Thank you so much for coming. Mine as well.

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Jenn Saavedra, Dell Technologies | Dell Technologies Summit 2022


 

>>Okay, we're back with Jen Vera, who's the Chief Human Resource Officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me, Dave. There's been a lot of change and just a short amount of time, so I'm excited to, to share some of our learnings with >>You. I, I mean, I bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, what's still being worked? What would you recommend to other companies to over to you? >>Yeah. Well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing, so for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company. There's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language, because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid? And 86% of our team members said that we were, which is great, but we always know there's nuance right behind that macro level. So we, we asked them a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experiences. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have a really healthy business. >>Well, I like that you were data driven around it with the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well, yeah, but we also want you to know in the office, so, so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kinda strange new ever changing world? >>Yeah. Well, I think, look, one approach doesn't fiddle. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, workout with your leader, what really makes the most sense to drive things forward. >>I >>Mean, you talking, So that's >>What we do. You were talking before about myths and you know, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, People in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture, We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data and that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >>And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cuz the dogs aren't barking. I have less distractions. And so, yeah, I think we think, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I, I wanted to switch gears a little bit and talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I asked myself, I'm like, Hmm, what am I missing? You know, with our folks. So especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about is leaders. We've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we send out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is honest change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along the journey. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation post isolation economy as they, they could pre covid. But you know, I notice there's, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you know, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model. And in doing so, have earned the loyalty and respect of the people who worked for them. >>Number one on the list is Dell sap. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists like go, yeah, okay, that's cool, top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it? And how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really b been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition rewards to performance evaluation, to interviewee to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important. And then kind of repeating, like you said, Yeah, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power positive thinking, do one to others as others, you know, you have others do it to you. Don't make this, you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>They might have had a, values >>Were instilled in me and now I'm bringing them forward and, you know, paying it forward. But, but, so I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our COOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. And it's a culture of respect. You know, high performance, high expectations, accountability at having followed the company and worked with the company for many, many years. You'd always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay, you've been watching a special presentation of the Cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Ante, thanks for watching and we'll see you next time.

Published Date : Oct 11 2022

SUMMARY :

It's great to see you again. so I'm excited to, to share some of our learnings with but, so how have you approached the topic? So we took a step back and we asked our team members, How do you think we're doing? And what we have found is really, you don't have to be together in the we want you guys to work the way you wanna work. And so we really wanna meet them where they are so that they can be productive. I think the companies that say nobody will come in or you You were talking before about myths and you know, I wanna talk about team member performance cuz there's Well, for us, you know, we look, again, we just looked at the data. to, to you Jen and, and folks at Dell is, you know, whatever works for you, socially, economically, that taking that time to say you want your team members to And that to me is really what it's about. And it was really interesting because you know, you always see, oh, we're the top 10 or the top hundred, So first of all, congratulations, you know, how'd you do it? And then to make sure that we're not, you know, fooling ourselves, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, Were instilled in me and now I'm bringing them forward and, you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking So really appreciate your time Jen. you can check out silicon angle.com for all the news and analysis.

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Alvaro Celis & Michal Lesiczka | Accelerate Hybrid Cloud with Nutanix & Microsoft


 

>>Hi everyone. Welcome to our event Accelerate Hybrid Cloud with Nutanix and Microsoft. I'm your host Lisa Martin, and I've got two great guests here with me to give you some exciting news. Please welcome Alva Salise, the Vice President of Global ISV Commercial Solutions at Microsoft. And Michael Luka, VP of Business Development Cloud and database partner ecosystem at Nutanix. Guys, it's great to have you on the program. Thanks so much for joining me today. Great to be here. >>Thank you, Lisa. Looking forward, >>Yeah, so a, let's go ahead and start with you. Talk to me from your lens, what are you seeing in terms of the importance of the role of the the ISV ecosystem and really helping customers make their business outcomes successful? >>Well, absolutely. Well, first of all, thank you for the invitation and thank you Michael and the Nutanix team for the partnership. So the, the ISV ecosystem plays a critical role as we support our customers and enable them in their data transformation journeys to create value, to move at the own pace, and more important to ensure that every one of them as they transform themselves, have the right set of solutions for the long term with high differentiation, cost effectiveness and resiliency, especially given the times that we're living in. >>Yeah, that resiliency is getting more and more critical as each day goes on. Ava was sticking with you. We got Microsoft Ignite going on today. What are some of the key themes that we should expect this year and how do they align to Microsoft's vision and strategy? >>Ah, great question. Thank you. When you think about it, we wanna talk about the topics that are very relevant and our customers have asked us to go deeper and, and share with them. One of them, as you may imagine, is how can we do more with less using Azure, especially given the current times that we're living in the, the business context has changed so much. They have different imperative, different different amount of pressure and priorities. How can we help, how can we combine the platform, the value that Microsoft can bring and or Microsoft ISV power ecosystem to deliver more value and enable them to have their own journey? Actually, in that frame, if I may, we are making this announcement today with Nutanix. The Nutanix cloud clusters are often the fastest way on which customers will be able to do that journey into the cloud because it's very consistent with environments that they already know and use on premise. And once they go into the cloud, then they have all the benefit of scale, agility, resiliency, security and cost benefits that they're looking for. So that topic and this type of announcements will be a big part of what we doing. Ignite >>Then exciting. Michael, let's bring you into the conversation now. Sure. Big milestone of our RDTs that the general availability of Nutanix Cloud clusters on Azure. Talk to us about that from Nutanix's perspective and also gimme a little bit of color, Michael, on the partnership, the relationship. >>Yeah, sure. Absolutely. So we actually entered a partnership couple years ago, so we've been working on this quite a while. But really our ultimate goal from day one was really to make our customers journeys to hybrid cloud simpler and faster. So really for both companies, I think our goal is really being that trusted partner for our customers in their innovation journey. And as I mentioned, you know, in the current macroeconomic conditions, really our customers really care about growing their top line, but they have to be mindful of their bottom line as well. So they're really looking to leverage their existing investments in technology skill and leverage the most that, So the things like, for example, cost to operations and keeping those things cost on premises and are really important as customers are thinking about growth initiatives that they wanna implement. And of course going to Azure public cloud is an important one as they think about flexibility, scale and modernizing in their apps. >>And of course as we look at the customer landscape, a lot of customers have an footprint, right? Whether that's for regulatory reasons for business or other technic for reasons. So hybrid cloud has really become an ideal operating model for a lot of the customers that we see today. So really our partnership with Microsoft is critical because together, I really do see our US together simplifying that journey to the public cloud and making sure that it's not only easy but secure and really seamless. And really, I see our partnership as bringing the strengths of each company together, right? So Nutanix, of course, is known in the past versus hyperconverge infrastructure and really breaking down those silos between networking, compute, storage, and simplifying that infrastructure and operations. And our customers love that for the products and our, our NPS score of 90 over the last seven years. And if you look at Azure, at Microsoft, they're truly best in class cloud infrastructure with cutting edge services and innovation and really global scale. So when you think about those two combinations, right, that's really powerful for customers to be able to take their applications and whether they're on pre the cloud or even the edge and really combining all those various hybrid scenarios. And I think that's something that's pretty unique that we're able to offer our joint customers. >>Let's into that uniqueness of our, bringing you back into the conversation, you guys are meeting customers where they are helping them to accelerate their cloud transformations, delivering that consistency, you know, whether they're on-prem in Azure, in in the cloud. Talk to me about, from Microsoft's perspective about the significance of this announcement. I understand that the, the preview was oversubscribed, so the demand from your joint customers is clear. >>Thank you, Lisa. Michael, personally, I'm very proud and at the company we're very proud of the world that we did together with Nutanix. When you see two companies coming together with the mission of empowering customers and with the customer at the center and trying to solve real problems in this case, how to drive hybrid cloud and what is the best approach for them, opening more opportunities is, is is extremely inspiring. And of course the welcome reception that we have from customer reiterates that we generating that value. Now, when you combine the power of Azure, that is very well known by resiliency, the scale, the performance, the elasticity, and the range of services with the reality of companies that might have hundreds of even thousands of different applications and data sources, those cloud journeys are very different for each and every one of them. So how do we combine our capabilities between Nutanix and Microsoft to be sure that that hybrid cloud journey that every one is gonna take can be simplified, you can take away the risk, the complexity on that transformation creates tons of value. >>And that's what a customers are asking us today. Either because they're trying to move and modernize their environment to Azure, or they're bringing their, you know, a enable services and cluster and data services on premise to the Nutanix platform, we together can combine and solve for that adding more value for any scenario that customers may have. And this is not once and done, this is not that we building, we forget it, it's a partnership that keeps evolving and also includes work that we do with our solution sales alliances that go to market seems to be sure that the customers have diverse service and support to make, to, to create the outcomes that they're asking us to deliver. >>And can you comment a little bit further, maybe both of you, of our, starting with you and then Michael, what are some of those business outcomes that customers are coming to Microsoft and Nutanix saying, help us, we've gotta be more competitive, we've gotta get, we've gotta be able to get solutions to market faster, et cetera. What are those key outcomes that these two powerhouse companies are helping customers to unlock? >>Yeah, I will say, look, the range of imperative of customers varies greatly depending on the industry, depending on the positioning. I think that the fundamental question is given your imperative, do we have the ability to empower you to achieve the outcome that you want? And these days, of course, the tons of companies, given the the business context that are being very conscious on cost and efficiency, how do you do more with less? How do I keep innovating? Because innovation will be at the heart of the solutions, but I do that on my own pace with my own priorities. That higher level answer is the one that we're enabling through partnership, like the one we're we're sharing today to the market with Nutanix. >>Yeah, I think >>From you, >>Go ahead. I was just gonna comment ON'S pump as well is that absolutely really depends on the customer and what they're trying to achieve, right? As they think about the next set of innovation that they're trying to develop. But for example, we take a, a web, a use case that we've seen with some of the customers is like migration to the cloud, right? And you know, a lot of companies, they embark on that migration. We see there's a lot of data that says basically, you know, it's much harder than it looks, right? And a lot of these projects become years behind schedule and millions and millions of dollars over budget, right? So reducing that risk and saying, Hey, how do I, can I land in Azure? And then bit by bit start thinking, how do I continue to innovate to get, since now I have easy and secure access while I'm in Azure with, and seek with Nutanix Nutanix clusters on Azure to continue my innovation by taking advantage of Azure native services, right? But again, like Aaro said, it's, it really depends on what the customer goals are. >>Talk to me a little bit about the customers that were in the beta, as we mentioned, Alva, the, the preview was oversubscribed. So as I talked about earlier, the demand is clearly there. Talk to me about some of the customers and beta, you can even anonymize them or maybe talk about them by industry, but what, what were some of the, the key things they came to these two companies looking to, to solve, get to the cloud faster, be able to deliver the same sets of services with familiarity so that from a, they're able to do more with less? >>Maybe I could take that one out of our rebuttal lines. It does means, but yeah, so like, like, like you mentioned, Lisa, you know, we've had a great preview oversubscribe, we had lots of CU not only s but also partners battle solution. And you know, we're obviously very pleased now to have offered to everyone else, but one of our customers Camp Day was really looking forward to seeing how do they leverage Nstitute and Azure to, like I mentioned, reduce that work workload, migration and risk for that and making sure, hey, some of the applications maybe we are going to go and rewrite them, refactor them to take them natively to Azure. But there's others where we wanna lift and shift them to Azure. But like I mentioned, it's not just customers, right? We've been working with partners like PCs and Citrix where they share the same goal as Microsoft and Nutanix provides that superior customer experience where whatever the operating model might be for that customer. So they're going to be leveraging NC two on Azure to really provide those hybrid cloud experiences for their solutions on top of building on top of the, the work that we've done together. >>So this really kind of highlights the power of that Ava, the power of the ISB ecosystem and what you're all able to do together to really help customers achieve the outcomes that they individually need. >>A absolutely, look, I mean, we strongly believe that when you partner properly with an isv, you get to the, to the magical framework, one plus one equals three or more because you are combining superpowers and you are solving the problem on behalf of the customer so they can focus on their business. And this is a wonderful example, a very inspiring one where when you see the risk, the complexity that all these projects normally have, and Michael did a great job framing some of them, and the difference that they have now by having NC to on Azure, it's night and day. And we are fully committed to keep driving this innovation, this partnership on service of our customers and our power ecosystem. Because at the same time, making our powers more successful, generating more value for customers and for all of us >>Of, Can you comment a little bit on the go to market? Like how, how do your joint customers engage? What does that look like from their perspective? >>You know, when you think about the go to market, a lot of that is we have, you know, teams all over the world that will be aligned and working together in service of the customer. There's marketing and demand generation that will be done, that will be also work on joy opportunities that we will manage as well as a very tight connection on projects to be sure that the support experience for customers is well aligned. I don't wanna talk, go into too much detail, but I would like to guarantee that our intent is not only to create an incredible technological experience, which the, the development teams are done, but also a great experience for the customers that are going through these projects, interacting with both teams that will work as one in service to empower the customer to achieve the outcomes that they need. >>Yeah, and just to comment maybe a little bit more on what all Borrow said, you know, it's not just about the product integration area, it's really the full end to end experience for our customers. So when we embarked on this partnership with Microsoft, we really thought about what is the right product integration and with our engineering teams, but also how do we go and talk to customers with value prop together and all the way down through to support. So we actually even worked on how do we have a single joint support for our customer. So it doesn't really matter how the customer engages, they really see this as an end to end single solution across two companies. >>And that's so critical given just the, the natural challenges that that organizations face and the dynamics of the macro economic environment that we're living in. For them, for customers to be able to have that really seamless single point of interaction, they want that consistent experience on-prem to the cloud. But from an engagement perspective that you're, what sounds like what you're doing, Michael and Avaro is, is goes a long way to really giving customers a much more streamlined approach so that they can be laser focused on solving the business problems that they have, being competitive, getting products to market faster and all that good stuff. Michael, I wonder if you could comment on maybe the cultural alignment that Nutanix and Microsoft have. I know Microsoft's partner program has been around for decades and decades. Michael, what does that cultural alignment look like from, you know, the sales and marketing folks down to engineering, down to support? >>Yeah, I think honestly that was, that was something that kind of fit really well and we saw really a lot alignment from day one. Of course, you know, Nutanix cares a lot about our customer experience, not just within the products, but again, through the entire life cycle to support and so forth. And Microsoft's no different, right? There's a huge emphasis on making sure that we provide the best customer experience and that we're also focusing on solving real world customer problems, right? And really focus on the biggest problems the customers have. So really culturally it felt, it felt really natural. It felt like we were a single team, although it's, you know, two bar drug organizations working together, but I really felt like a single team working day in, day out on, on solving customer problems together. >>Yeah. >>Let me, Go ahead. >>No, I will say, well say Michael, I think that the, the one element that we complement, I think the answer was super complete, is the, the fact that we work together from the outside in, look at it from the customer lenses is extremely powerful and far as I mentioned, because that's what it's all about. And when you put the customer at the center, everything else falls in part on its its own place very, very quickly. And then it's hard work and innovation and, you know, doing what we do best, which is combining over superpowers in service of that customer. So that was the piece that, you know, I i, I cannot emphasize enough how inspiring he's been. And again, the, the response for the previous is a great example of the opportunity that we have in there. >>Yeah. And, and you know, with every hard problem there's challenges along the way, right? And so I'm actually really proud of both of the teams that stepped up and, you know, figure it out. How do we go solve some of these technical problems? How do we go solve, making sure we continue to provide world class support for sports organizations? And, you know, these weren't easy things to solve and, and you know, everyone really stepped up the challenge >>And you've taken a lot of complexity out of the customer environment and I can imagine that the GA of Nutanix cloud clusters on Azure is gonna be a huge benefit for customers and every industry. Last question guys, I wanna get both your perspectives on Michael, we'll start with you and then Lvra will wrap with you. What's next? Obviously a lot of exciting stuff. What's next for the partnership of these, these two superheroes together, Michael? >>Yeah, so I think our goal doesn't change, right? I think our North star is to continue to make it easy for our customers to adopt, migrate and modernize their applications, leveraging Nutanix and Microsoft Azure, right? And I think NC two and Azure is just the start of that. So kind of maybe more immediate, like, you know, we mentioned obviously we have, we announced the GA that's J in Americas kind of the next more immediate step over the next few months. Look for us to continue expanding beyond Americas and making sure that we have support across all the global regions. And then beyond that, you know, again, as of our mentioned is working from kind of the customers backwards. So we're, we're not, no, we're not waiting for the ga, we're already working on the next set of solutions saying what are other problems that customer facing, especially across as they're running their workloads cross on premises and public cloud, and what are the next set of solutions that we can deliver to the market to solve those real challenges for them. >>It sounds really strongly that, that the partnership here, we're talking about Nutanix and Microsoft. It's really Nutanix and Microsoft with the customer at this center. I think you've do both, done a great job of articulating that there's laser focus there. Of our last word to you, what excites you about the momentum that Microsoft and Nutanix have for the customers? >>Well, thank you Lisa. Michael, I will tell you, when you hear the customer feedback on the impact that you're having, that's the most inspiring part because you know, you're generating value, you know, you're making a difference, especially in this complex times when the, the partnership gets tested where the, the right, you know, relationship gets built. We're being there for customers is extremely inspired. Now, as Michael mentioned, this is all about what customer needs and how do we go even ahead of the game so that we're ready not for what is the problem today, but the opportunities that we have tomorrow to keep working on this. We have a huge task ahead to be sure that we bring this value globally in the right way with the right quality. Every word, which is a, is never a small fist as you may imagine. You know, the, the world is a big place, but also the next wave of innovations that will be customer driven to keep and, and raise the bar on how, how much more value can we unlock and how much empowerment can we make for the customer to keep in innovating at their own pace, in their own terms. >>Absolutely that customer empowerment's key. Guys, it's been a pleasure talking to you about the announcement, Nutanix cloud clusters on Azure of our Michael, thank you for your time, your inputs and helping us understand the impact that this powerhouse relationship is making. >>Thank you for having Lisa and thank you Avara for joining me. >>Thank you, Lisa, Michael, it's been fantastic and looking forward and thank you to the audience for being here with us. Yeah, stay >>Tuned. Exactly. Thanks to the audience. >>Exactly. >>And stay tuned. There's more to come. We have coming up next, a deeper conversation on the announcement with Dave Valante and product execs from both and Microsoft. You won't wanna miss it.

Published Date : Oct 7 2022

SUMMARY :

Guys, it's great to have you on the program. what are you seeing in terms of the importance of the role of the the ISV ecosystem Well, first of all, thank you for the invitation and thank you Michael and the Nutanix team for the partnership. that we should expect this year and how do they align to Microsoft's vision in that frame, if I may, we are making this announcement today with Nutanix. our RDTs that the general availability of Nutanix Cloud clusters on Azure. So the things like, for example, cost to operations and keeping those things cost on And our customers love that for the products and our, our NPS score of 90 Let's into that uniqueness of our, bringing you back into the conversation, you guys are meeting customers And of course the welcome reception and modernize their environment to Azure, or they're bringing their, you know, And can you comment a little bit further, maybe both of you, of our, starting with you and then Michael, what are some of those do we have the ability to empower you to achieve the outcome that you want? And you know, a lot of companies, they embark on that migration. Talk to me about some of the customers and beta, you can even anonymize them or maybe talk about them by industry, migration and risk for that and making sure, hey, some of the applications maybe we are going to go and So this really kind of highlights the power of that Ava, the power of the ISB ecosystem and A absolutely, look, I mean, we strongly believe that when you partner properly on joy opportunities that we will manage as well as a very tight connection Yeah, and just to comment maybe a little bit more on what all Borrow said, you know, problems that they have, being competitive, getting products to market faster and all that good stuff. It felt like we were a single team, although it's, you know, two bar drug organizations working together, And then it's hard work and innovation and, you know, doing what we do best, And so I'm actually really proud of both of the teams that stepped up and, we'll start with you and then Lvra will wrap with you. So kind of maybe more immediate, like, you know, we mentioned obviously we have, It sounds really strongly that, that the partnership here, we're talking about Nutanix and Microsoft. the right, you know, relationship gets built. Guys, it's been a pleasure talking to you about the Thank you, Lisa, Michael, it's been fantastic and looking forward and thank you to the audience for being here with us. Thanks to the audience. on the announcement with Dave Valante and product execs from both and Microsoft.

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Dell Tech Summit Jen Saavedra


 

(bright upbeat music) >> Okay, we're back with Jenn Saavedra, who's the Chief Human Resource Officer of Dell and we're going to discuss people culture and hybrid work and leadership in the post isolation economy. Jenn, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to get the update. It's great to see you again. Thanks for coming on theCUBE. >> Thanks for having me, Dave. There's been a lot of change in just a short amount of time. So I'm excited to share some of our learnings with you. >> I mean, I bet there has, I mean post pandemic companies, they're trying everybody's trying to figure out the return to work and what it looks like. Last May there was really a theme of flexibility but depending, and we talked about, well, millennial or not, young, old, and it's just really was mixed. So how have you approached the topic? What are your policies? What's changed since we last talked? What's working, what's still being worked? What would you recommend to other companies to... Over to you. >> Yeah, well, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before hybrid was a thing. So for over a decade we've been doing what we called connected workplace. So we have kind of a history and we have some great learnings from that. Although things did change for the entire world. In March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is we're such a data-driven company. There's so many headlines out there, about all these things that people think could happen will happen but there wasn't a lot of data behind it. So we took a step back and we asked our team members, how do you think we're doing? And we asked very kind of strong language because we've been doing this for a while, we asked them, do you think we're leading in the world of hybrid? And 86% of our team members said that we were which is great, but we always know there's nuance behind that macro level. So we asked 'em a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things we're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data asked our team members what their experiences. And what we have found is really you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive, and to have a really healthy business. >> Well, I like that you were data driven around it with the data business here. But there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get promoted. And so I'm curious, and I've seen some like-minded companies like Dell say, Hey, we want you guys to work the way you want to work. But then I've seen them adjust and say, Well, yeah, but we also want you to know in the office week so we can collaborate a little bit more. So what are you seeing at Dell and do you maintain that cultural advantage that you're alluding to in this kind of strange new ever changing world? >> Yeah, well, I think, look, one approach doesn't fiddle. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. They tell us time and time again one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really want to meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. So, for us it really does make sense to go forward with this. And so we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid. But just like if you, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, work out with your leader what really makes the most sense to drive things forward. >> I mean, you talk- >> So that's what we do. >> You were talking before about myths and I want talk about team member performance 'cause there's, a lot of people believe that if you're not in the office, you have disadvantages, people in the office have the advantage 'cause they get FaceTime. Is is that a myth? Is there some truth to that? What do you think about that? >> Well, for us, we look, again we just looked at the data. So we said we don't want to create a have and have not culture that you're talking about. We really want to have an inclusive culture, we want to be outcome-driven. We're a meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment. Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data and that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >> And it's personal too, I think I think some people can be really productive at home. I happen to be one that I'm way more productive in the office 'cause the dogs aren't barking. I have less distractions. And so, yeah, and I think the takeaway that in just in talking to you Jenn and folks at Dell is, whatever works for you we're going to support. So I wanted to switch gears a little bit and talk about leadership and very specifically, empathic leadership has been said to have a big impact on attracting talent, retaining talent, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study, it was like two thirds of the people felt like their organization underestimates the people requirements. And I asked myself, I'm like, Hmm, what am I missing with our folks? So especially as it relates to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >> I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the value that you bring to the company then you're not going to get very far. So I think empathetic leadership has always been part of the foundation of a trusting strong relationship between a leader and a team member. But if I think we look back on the last two years and I imagine it'll be even more so as we go forward. Empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible and confident that you can take us forward, but also that you know and understand me as a human being. And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about as leaders we've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point because we've been talking about it for so long we send out the email, we have the all hands, and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on this change curve where I am, let's take a pause, let me put myself in their shoes and really think about how we bring everybody along the journey. >> Jenn, in the spirit of myth busting I mean, I'm one of those people who felt like that a business is going to have a harder time fostering this culture of collaboration and innovation in post isolation economy as they could pre-COVID. But I notice there's an announcement today that came across my desk, I think it's from Newsweek. Yes, and it's the list of top hundred companies recognized for employee motivation, satisfaction. And it was really interesting because you always see, oh, we're the top 10 or the top 100. But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model, and in doing so, have earned the loyalty and respect of the people who work for them. Number one on the list is Dell, SAP. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there certainly no large tech companies on there. So I always see these lists, I go, Yeah, okay that's cool, top a hundred, whatever. But top one in an industry where there's only two in the top is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations. How'd you do it? And how are you succeeding in this new world? >> Well, thanks. It does feel great to be number one, but it doesn't happen by accident. And I think while most companies have a culture, and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or words on paper. And so we embed our culture code into all of our HR practices that whole ecosystem, from recognition rewards, to performance evaluation, to interviewee, to development. We build it into everything so it really reflects who we are and you experience it every day. And then to make sure that we're not fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that in fact it does. So I think that that's really been kind of the secret to our success. If you listen to Michael Dell, he'll always say, "The most special thing about Dell "is our culture and our people." And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >> I don't you think too that repetition and, well, first of all, belief in that cultural philosophy is important. And then kind of repeating, like you said, Yeah it's not just a poster on the wall. But I remember like, when we're kids your parents tell you, okay, power of positive thinking, do unto others as you have others do it to you. You're going to do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were- >> They might have had a point, right? >> Values were instilled in me and now I'm bringing them forward and paying it forward. But I guess my point is, and it's kind of a point observation but I'll turn it into a question. Isn't consistency and belief in your values really, really important? >> I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time. And as an HR professional, it's not the HR people just talking about our culture. It's our business leaders, it's our CEO, it's our COOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're going to get. And so it is something that we talk about that we embed into everything that we do. And I think it's really important that you don't just think it's a one and done 'cause that's not how things really work. >> Well, and it's a culture of respect, high performance, high expectations, accountability, having followed the company and worked with the company for many, many years, you always respect the dignity of your partners and your people. So really appreciate your time, Jenn. Again, congratulations on being number one. >> Thank you so much. >> You're very welcome. Okay, you've been watching a special presentation of theCUBE inside Dell Technology Summit 2022. Remember, these episodes are all available on demand at thecube.net and you can check out siliconangle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of Breaking Analysis. This is Dave Vellante, thanks for watching and we'll see you next time. (bright upbeat music)

Published Date : Oct 6 2022

SUMMARY :

Jenn, the conversations that we had So I'm excited to share out the return to work we asked them, do you think we're leading say, Hey, we want you guys to and that we support them What do you think about that? and make sure that we are that in just in talking to And that to me is really what it's about. And how does that relate to and the experience you have every day and you sort of fluff it up. and it's kind of a point observation And so it is something that we talk about Well, and it's a culture and you can check out siliconangle.com

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