(royalty free music) >> Woman's voice: From the Cube Studios in Palo Alto, in Boston, connecting with thought leaders all around the world, this is a cube conversation. >> Hi, I'm Stu Miniman coming to you from our Boston area studio and this is a special cube conversation. I have a special announcement from our friends at Commvault. So welcome back to the program. We have two of our cube alumni. First, we have Manoj Nair, he's actually the general manager of Metallic, which is a Commvault venture. First time Manoj on the program in your role with, with Commvault, welcome back. And also welcoming back Ranga Rajagopalan who's the vice president of products at Commvault. Ranga, caught up with you recently at the FutureReady event that we had over the summer. Thanks so much for joining us again. >> Sure. >> Alright. So Manoj, let's start. Metallic obviously was, you know, the standout you know, thing that everybody talked about last year at Commvault GO. Really helping to, you know, put Commvault clearly into the SaaS marketplace out there. Talking about how, you know, all the wonderful features for managing my data in a cloud environment. So there is an expansion to the portfolio that we're announcing today. Why don't you share the news? >> Yeah, absolutely Stu, you know, it's great to be back here with all of you and Metallic has come a long way from the launch. Just less than a year ago, we announced the creation of Metallic multiple different offerings whether it's protecting SaaS workloads like O365, remote endpoints and a hybrid cloud workloads. You know, the context that we're getting from our customers, especially in the last six months, increased cloud adoption and, you know, remote working collaboration suites being adopted. All of that has been a great accelerator for adoption of SaaS data protection, which is really what the Metallic is offering. We have gone to global countries and expanded to our Commvault customer base who was, you know, using both Commvault software and Metallic now. One of the key things that we're not, you know, today's announcement is focused on a Metallic cloud storage service that as a new service available for Commvault customers are looking to get a, you know, fully managed secure cloud-based SaaS target for protecting all of the data as an air gap copy and this is, you know, is more relevant than ever. >> So Manoj, using the cloud for data protection, for backup isn't new? Ranga, help us understand. I heard in there air gap, I heard, you know, leveraging the cloud. Absolutely, we've seen a huge tailwind for cloud adoption but there's that gap for making sure customers, you know, protect their data, secure their data. Do they have the skillset to be able to leverage that, so help help us drill in and understand what's different about this new service >> You're right Stu. Cloud is absolutely not new but what is really unique about today's announcement with metallic cloud storage service is that we are bringing cloud even closer to our Commvault customers. So thinking from a data management perspective, our customers want to more easily and securely get the benefits of cloud storage. What we are doing today is integrating Metallic cloud storage service as a cloud storage target into our Commvault software as well as our HyperScale X plans. And that lets our customers to seamlessly use cloud storage for their data protection, backup and archival use cases without needing to understand a lot about the cloud, without needing to get through any of the complexities. Think of it as the easy button that is now introduced into the Commvault software and HyperScale X. >> All right, so, if I heard you right, this is a managed service that Commvault is offering. Did I get that right? >> That's fast. >> Yeah >> So, you know, it's a managed service. It's public cloud storage. It's, as Ranga said, the easy button to be able to create your air gap copies in the cloud. And, you know, with everything that we keep hearing about ransomware, and we believe this is one of the, the, the most important steps in ransomware readiness, a lot of our customers are already doing it by bringing their own cloud storage on all the clouds we protect, but it's still not easy. And this is a skills gap, you know, the procurement process and all of that, you know, the management of the credentials, the setting up of the networking, all of that is encapsulated. So now, it's just, you know, it's like a built-in feature, just, you know plug it in and now you've got an on-ramp to the cloud. Make sure you have your air gap copy. >> Yeah, maybe it would help if you'd, if you'd talk about the easy button, give us a little compare contrast 'cause, right, I could go, I could spin up instance of the cloud, but, you know, who has access? What are the security settings? There's a whole litany of things that I need to make sure I've got the right identity management. It's kind of easy, but not necessarily simple to, to be able to do that. So from what you're describing I don't even need to really think, you know, yes, it's in the cloud, I'm leveraging all the wonderful things of the cloud, but I don't have to have that, that ramp up of skillset if I don't already have that in house as... Ranga, sounds like I'm understanding that. >> Yeah >> You know. >> Yeah, you're perfectly understanding and that's all there is to it. And let me expand on the PC part there, right? For us, simplicity is into end-customer experience. So I'm going to break this down from a customer life cycle perspective. Think of a Commvault customer who's backing up pretty much all the workloads in the data center. The first question they have is, you know, "For security reasons "for easy, or because I'm in a transformation project "I need to make, I need to start using cloud storage." So the first complexity they would face is understanding which cloud provider to use, what kind of cloud profile to use? or who their cloud or chasing model, which is very different from how they normally procure their hardware and software. So that's really the first dimension of simplicity that this Metallic cloud storage offer. Our customers can procure their cloud storage along with any other Commvault software and hardware just like they would do any other Commvault software. So that's the first level of simplicity. The second one is "How do I bring "that into my data management life cycle." And again, as I mentioned before, MCSS is fully integrated into Commvault software. So through the simplicity of command center, which is the one UI that brings all our products together, customers can just click to the cloud storage target and start backing up, moving copies, archiving, doing all the data management use cases, the second dimension of simplicity. And the third one really is the predictability. You know, cloud is beautiful, It brings a lot of flexibility, but it also brings in a lot of new terms. What are the egress charges? What does ingress mean? What does egress mean? What happens when I have the V store? What happens when I have the Ricola? So all of that complexity is taken away. We handle all of that in the backend. From the customer's perspective, just like they use CAP, just like they use the Desk, now, they can use cloud. We handled all the egress and all those kind of stuff in the backend. From the customer's perspective, they get a simple, predictable price point. So from the time of choosing, procuring it, using it and continuously getting the best benefits out of it, the easy button extends across that entire dimension. And the beauty in all of this is customers getting all the benefits of cloud without having to really understand much about cloud. So that's really the benefit we bring to the table with MCSS. >> Yeah. Manoj, Commvault has a long history of being able to live on, you know, various infrastructures that customers have. Are you able to share who the, I'm assuming there's a cloud partner for part of this, so who is the, the underlying IS? >> Yeah, so still, you know, end of June doing, we announced the next phase of our strategic partnership with Microsoft. So this is a, you know, one of the first big, new things that is coming out of the giant partnership between Commvault and Microsoft around Metallic and Microsoft Azure. There's a lot of things that, you know, we're jointly doing that are unique that make all of the simplicity Ranga, you know, just mentioned, come to life and, you know, that's, you know, power of the end as I call it. It's Commvault and Metallic and Microsoft, you know, coming together to make this really easy for our customers to start getting the value out of leveraging cloud for the data protection. Yeah. >> Well, Manoj, it seems natural extension of what you've already talked about for what Metallic can protect. Of course, you've got the, you know, the business suite from Microsoft, can you help frame it for us, you know, where this new, the MCSS fits in the Metallic portfolio today? >> Yeah absolutely. So if you look at, you know, what... I'll give you a customer journey and what's been happening. If you are not a Commvault customer today and you're looking at "What's my best 0365 data protection option," if you go to microsoft.com, you'll actually find Metallic in there as the recommended offer. And they, they might start the journey there or you're an existing Commvault customer and you start rapidly adopting teams and O365, you know, post COVID. The, the, you know, Metallic is the default option. So it doesn't matter how you enter in, you're now getting a full, you know, SaaS actual backup as a service, no storage costs, no egress costs. And so our Commvault customers have been asking, "We love that part of it, why not make that available "for all of the other data that is being protected "by Commvault, either appliance or software on-prem?" and, you know, in a very simple way, it's, you know, the best things are driven by customers. And in this case, our customers came to us and said, "We love the simple button "not just what's included in the Metallic service, "we would like that that to be available, even for, "you know, the existing software you're protecting on-prem "for the air gap copy use case is kind of the biggest one." And you know, all of the things that Ranga said in terms of simplicity now comes to bear. And it's something that we were including inside the Metallic SaaS offerings. Now, it's available for software and appliance customers. >> Yeah. I definitely, I've heard of the industry now. Microsoft seems a little bit more amenable to, you know, not charging for egress, with some of their partners, when they put together these solutions. Ranga, Manoj has mentioned air gap a couple of times, can you help us frame, you know, what that means today? You know, I even think back, you know, ape that most people are familiar with. Even, I think about, you know, Google, you know, use ape for many years even in the public cloud to give that air gap. Of course, we've talked to your customers lots about how to protect against ransomware. So how does, how does this fit in the new solution? >> You know, unfortunately, Stu today. It's, it's important reality for us to discuss the ransomware readiness. Number of attacks are going up depending on, you know, which your source you are listening to. So security is a very important concern in top of our customers' minds. Now, MCSS is cloud storage, so it is off site storage. So it comes with all the natural layered security that it's built into cloud storage. Additionally, Commvault brings a complete ransomware protection, protection and recovery framework, which becomes inherently available with the MCSS. And let me explain that in a few very simple quotes. Now, the entire journey from on-prem to the cloud storage is completely encrypted. So that's, you know, a very important part of the order on security mechanism, but here is where it really becomes cool Commvault software is managing the cloud credentials, the cloud keys. So the entire access to MCSS as a cloud storage target is managed to Commvault. So there isn't an independent cloud admin accessing that storage, which opens it up for any kind of an intentional or unintentional access. Anything can happen when you allow that access. So Commvault completely manages that access the keys are owned by the customer, but managed by a Commvault. So it's a really air gap security, layered security mechanism that you get in combination with the entire framework of air gap isolation, anomaly protection, the authentication, everything that is built into the Commvault framework. So when you, when you bring in the simplicity that we talked about earlier, you can apply that to the security angle as well here. Instead of making the customer manage yet another piece in the jigsaw, we are managing it for them. So from their perspective, it is a seamless extension to their data management strategy while it also adds an extra layer of security and a readiness to recover from ransomware attacks. >> While it's being launched today, we already have customers that have, you know, we have accelerated into adoption of MCSS and it's coming exactly for the scenarios Ranga just said. You know, they, they have a requirement for a cloud copy. If you have seen that on the Metallic SaaS side that some of the customers might be in pilot mode. And because they were in pilot mode, they were quickly able to recover from attacks that happened. Unfortunately, those, those things are reality. And we have had customers who after the attack go and say "I want to make sure it's much easier to recover from that." And so we already have our first customers who are starting to adopt the service even as we launch it today. >> Well. I'm so glad you brought up the customer examples. Manoj, give us a little bit just the high level view, you talked about the growth and adoption of Metallic overall, and you just talked about kind of the, the single management. You got any SaaS for us, you know, how much data do you have in the cloud now and, you know, what's the growth looking like? And talk a little bit about, you know, what we can expect going forward from this portfolio. >> Yeah, I, you know, I don't know how many people disclose this or not, but we have disclosed it in the past, we have over an exabyte of data today in the cloud that, you know, our customers are, you know, either using a Metallic or bringing their own cloud with Commvault and writing to the cloud. So, you know, that's probably, you know, best in class out there. What we are also seeing is the acceleration of that, you know, so we look at it's, you know, it's exponential growth over a hundred percent, you know, we're, we're seeing that, that rise in leverage yet it's something that when you look at the overall industry percentages, it depends on whose stats you use, it's probably only 5%, maybe 10% that are leveraging the cloud for anything, whether it's, you know, in this case, it's data, cloud data as a secondary target. So there's a lot of untapped potential. And the things that Ranga said I think really are the ones our customers are telling us as we tested this out. And those are the biggest reasons. Right cost, you know, I'm concerned about it. I've heard that it's unpredictable. It goes up, people start spinning up other things that they shouldn't be. And so I want predictable costs, you know, security and the whole model around it, the, the governance of the keys, and finally skills, everyone's busy, no one's trying to not be, you know, upping their cloud skills yet it's not something that is very, you know, very easy for most people to, you know, become an expert. And if you're not an expert while you're protecting your data, that's not, you know, that's not something you want to do, so you kind of hold back. And I think this is really the biggest thing that customers are looking at, like our cloud expertise packaged in an offering solving all those things? >> And Stu, we discussed this at FutureReady of how the Commvault portfolio continues to come closer and closer together in order to deliver that increased value to our customers. In July, when we were having a similar conversation, we saw how Hedvig came in as the scale load storage in our HyperScale X integrated data protection plans. And we can see that we have Metallic Cloud Storage Service coming in as a cloud extension to our software, as well as HyperScale X. So it's kind of bringing the best of both worlds, customers who want to continue to stay on for them, protect their on-prem workloads with on-prem footprint. You have HyperScale X as a very nice scale, which integrated our plans. And as the capacity needs increase, as the security needs increase, you have MCSS now as a managed storage extension, bringing together those pieces of the portfolio. Now, the thing that is now available already as of September 15 is our ability to manage Metallic as part of command center. So while you want that SaaS flexibility and you're using Metallic to protect the SaaS workloads let's also realize that there are a bunch of other workloads that you might be protecting using Commvault software all through HyperScale. We can now bring all of them together into the simplicity of command center. So it, again, takes away another point of complexity for the customer. Just one UI, go ahead, do protect the workloads the way you want. With the form factor you want. SaaS software, or our plans, and we bring it all together into a single management framework for you. So you're going to continue seeing the portfolio coming closer together because our prime concern is to provide flexibility of choice to customers. Flexibility of choice in so many different ways, you know, you can use software, our plans or SaaS. You can bring your own on-prem storage, cloud storage, or if you want to hit the simple button, use Metallic clouds for it. So, so you're going to see that happen as we move forward. >> Well. Manoj, Ranga, thank you so much for the updates. Congratulations on the launch. Love little tagline leading it. We're we're making the cloud just a little bit closer to us. >> It is, >> It is a lot closer. >> Thank you. Thank you Stu for your time. >> Thank you. >> I'm Stu Miniman. Thank you so much for watching theCUBE. (royalty free music)

(electronic music) >> Narrator: Live from Barcelona, Spain. It's theCUBE covering Cisco Live 2018. Brought to you by Cisco, Veeam, and theCUBE's ecosystem partners. >> Hey welcome back everyone, this is theCUBE's exclusive live coverage here at Barcelona, Spain for Cisco Live 2018 Europe. I'm John Furrier, the co-founder of SiliconANGLE Media and co-host of theCUBE with my partner co-host this week, Stu Miniman, host theCUBE hundreds of events also an analyst at Wikibond.com. Our next guest is Rowan Trollope, who's the SVP and General Manager of the applications division groups plural applications. Welcome to theCUBE, good to see you again. >> Good to see you, too. >> So you did the Keynote up on stage here in Europe and, obviously, Europe is the 2018 kickoff. So it's officially Cisco Live Europe but it's 2018. >> Rowan: Welcome to 2018, it's here. Europe is a big exploding area. You got GDPR on the horizon, you got sophisticated customers, lot of networking, lot of cloud discussions, lot of futuristic views in your speech. How is Cisco changing now? That just really nailed it in the Keynote. What is the future vision that you see for Cisco? >> You're really seeing a new Cisco emerge at this point, I think. A software-defined, faster-paced company, frankly. The idea that what got us here won't get us there, we have to reinvent the company. We have to reinvent what we'd done for so long. And that's what the team is doing. And that was, what was so impressive, frankly, about the network intuitive launch last year was just how dramatically that team had reimagined the concept of, in this case, campus networking, right? But we know that it doesn't stop there. As David said yesterday, it's going to go into the data center, it's going to apply across the rest of, and even the cloud. >> One of the things that Cisco's always had and observe in just as an industry participant over the past 30 years is, you know when open standards TCP/IP came out, that created an industry. So much happened from there, but Cisco's been an enabling company. You guys enable people to be successful. That's always been kind of the network stack. The disruption from going after the old SNA and DECnet protocols, Sonova protocols. >> You're going back before me. (laughing) >> Yeah, but going forward and your speech was not about looking back, it was about looking forward. So now, how is Cisco going to be enabling that future generation of customers, stakeholders, developers, and where is that value going to be unlocked? Where's it going to come from? >> I think that if we were to have a history book and be living the world 2050 right now and then we had a book called the history of the internet, the last 50 years, what would that book say? And how would it talk about 2018 and the world we live in today? And I bet you that it would sort of almost be quaint or sort of Jurassic era internet to the users of 2050 or the inhabitants, the citizens of 2050. That we would look back on this era that we're in today and just say, "Wow, I can't, could you believe the." You know I could imagine my kids are like, "You guys had all these security problems? "Oh my God that's crazy, how could you have lived that way?" >> You carried a phone around? (laughing) >> Yeah, like this is crazy, in other words, we kind of haven't even really started with the internet yet. We just tried a few things and it seems pretty cool and we know there's a few problems and one of them's like, "Gosh, it can't be so manual." We know we're going to have to fix that. "Gosh, it can't be so insecure." We know we're going to have to fix that. "Oh my gosh, this cloud thing's "pretty cool but turns out there's "a little more complexity." We solve that, you know, as well. So it's really going through those things and, at least the way my brain works, it's kind of that I put myself in the future and look backwards and it helps me to sort of think that, gosh, we just got to really think about this in a bigger way and start moving faster. >> Rowan, I love that. If they go back in the history book and it was like, okay, that era networking, dominated by Cisco, tracked by ports and revenue and the old Cisco and the seven dwarfs. Now the future era: software, it's applications. What defineds who Cisco is in the market and how do we track who the winners and losers are? >> Well, I think what you said earlier is right. Cisco is an enabling company and Cisco is a special kind of company, frankly. I think a different kind of company than what you see out there in the world. We're a company that has created orders of magnitude more value than we've captured. And we've captured a lot but when you think about some companies don't do that. Some companies create, almost capture the same amount of volume that they create or they keep almost all of it for themselves. And there's some notable current examples, but I won't name names, where they're really capturing almost all the value that they're creating. Cisco's a different kind of company. We're creating a platform for society, frankly, to be able to exist on this planet in a meaningful way in the future and it reminds me, the way that Cisco is, it reminds me of a great line that's been going around recently which is, "A society grows great when men plant "trees whose shade they know they will never sit in." And that's how I think about the next generation infrastructure. This is going to take a long time to get out there. And we are creating that future for our next generation, but doesn't mean that we have to wait. We need to get started now. There's urgency. >> Rowan, one of the observations that we made yesterday, Stu and I were talking about it when we were walking in this morning is, we usually talk about competition but not this year. It's almost as if this point in history, it's not about competition being names of other companies; the competition is being on the right side of history. >> Right. >> And so you bring up this point, right this is really clear, but the question is architecturally, there's some decisions that companies, and companies are trying to face this, your customers are trying to figure out I want to be on the right side of history because that future is coming. What in your mind's eye is that architecture, obviously software, billion connected devices, I get that, but specifically, what is the history line going to look like? What line, where should people be on, what side of history do you see unfolding that customers can go to for safe harbor to put the 20 year plan together for their business? >> You know I think right now we're at a moment where customers do have to make choices but the choice is pretty clear to everyone. It isn't like there's a lot of questions. We know that the network needs to be reinvented. We've built the products and they're here now. So it's really about, do you start now? And in my view, it's sort of a matter of life or death. Except for many of these companies, waiting is not an option. So, I think that the dividing line on history will be did you get started? Did you transform your business at that time? If you didn't, it's unlikely that your company will be around for very long. And so that will sort of define the future in my mind. It's who got started early. Who said, "Okay, now is the time "we got to get onto this stuff," >> And in 10BASE networking, in context, great message, love that. That's certainly an architecture that's data driven. But not a lot of data driven constructs in the Keynotes, probably in the sessions there are, but what's the role of data? Obviously we had your Chief Privacy Officer Michelle Dennedy on earlier, she was awesome, data is now the asset that will probably value businesses so you have on the app side we had the collab team over, it's a platform, not just a tool, a set of tools that's throwing off data. This data is the instrumenting valuation for companies. How are you looking at this and how does Cisco evolve to skate to where the puck will be? Cause it's still early but developing really fast on the data front. >> I think that academics today and a lot of Cisco thought leaders would agree with this, are looking at a next-generation networking principle called Information-Centric Networks, or data oriented networking architectures. And it's the idea that current networking architectures are based on the N10 principle, which are systems-based. System A connects to system B and they can send bits. Well, the next generation networks not going to be system-based, it's going to be information-based, which means I don't ask for the Microsoft.com URL and then get the IP address and connect to a system. I find out, I want to see, show me the product list for Microsoft and the network serves me that up. And Microsoft publishes it and says, I have that information. So when someone asks for it, I say I have it and I publish it. So the network abstracts to a higher level that is at the data layer, not at the connectivity layer and that is what I think is going to happen over time. Is you're going to see this continuing abstraction up the stack of all this infrastructure where it gets easier and easier and easier for developers to interact with the infrastructure. >> So here's a philosophical question for you. Network theory, we all know how packets move around, folks may or may not care, if they don't are in that business. >> Rowan: We care. >> Well I mean someone in the business might not care how OSPF routing protocol works but I mean it's a network theory. Social networking and IoT are connected devices, they're nodes on a network. How do you take that DNA of being competent in network DNA to applications that are inherently more graph databases? More network-oriented where attention, reputation, intent, context, it's always been like a search paradigm, not a networking-moving packet paradise. So, I guess my question is, how do you connect those two worlds, how does Cisco do that? Cause you do dominate the network, network theory, network graphs. >> Yeah, I think that, you said it's a philosophical question so I can give you a philosophical answer. You know, we live in a world today where we don't actually really access the internet. We access it through companies that have put a business model on top of it. You go to Google or any other search engine, that's the case. So they've essentially layered this data-oriented layer on top of the network already. But you're paying for it. And you're paying a price because if you search and you search and I search, we're going to get three different answers. I mean this whole idea of filter bubbles and what's going on with social networks today is a true phenomenon. And the internet was never really meant to be that way. So I think there's an opportunity for us to reimagine that. And some of the basic, sort of, principles of the network can be reconsidered. Now, obviously, we've got the short-term things we need to do over the next few years like have companies deploy our new gear and buy our stuff and everything else. But we are thinking about these next generations, I'd say pretty keenly and, you know, I think that the infrastructure of the future, the way that I think about it, does provide a much higher level of abstraction to the network than what we have today. >> They're making it programmable, you mean. Making it resilient. >> Yeah, as a developer, I shouldn't have to worry about standing up a server. I should be able to write some code and publish some data and subscribe to data and that's it. >> Rowan, I loved actually the open of your Keynote. You talked about it's a new era and a new infrastructure. We've seen Cisco change the dynamic; the applications, some of the acquisitions you made, the push much deeper into software. What are some of the biggest challenges you face there 'cause I think we agree, if Cisco is alive and thriving in 2015, we don't think of it as infrastructure networking company. So, what's the biggest challenge for the company to move that way, up the stack. >> Well, I think the biggest challenge is how quickly we moved. I think that we have to constantly be challenging ourselves to move faster. We know, I think we have a pretty good sense for where the future is going and what we'd like to create. The question is how quickly can we and our customers move. And we have to make it easier for our customers. So advance services plays a big part in that. That's why we have such a big investment there and why we're so over-rotating onto staffing that for the network intuitive. The collaboration business is going through the same transformation, IoT in the same way. So really, we're racing to keep up with our customers as much as they're racing to keep up with us. And that's the biggest opportunity and challenge, I think, for the company right now. Is can we move fast enough. And if we do, a $40 stock price will look like, you know, again, quaint. >> So developers are going to be a key role. Obviously a developer-focused, developer.Cisco.com. You guys had that around for a long, long time. You guys, when vertically-integrated Cisco works great, Cisco on Cisco, as you go out and have more APIs and things like Uber Nettes with cloud-native open up more non-Cisco. One trend we're seeing here at Cisco Live is a lot of developers that aren't necessarily a hardcore network guys are coming into the Cisco fold. That's going to be more of the trend going forward. How do you view and what does Cisco need to do to capture that mind share and convert them into valuable participants in the community building on top of Cisco, because integration with non-Cisco related things, whether it's open source and/or other systems be imbedding into the sales force and what not. That has to be the new normal for you guys. What's your view on that and how do you drive that forward? >> I think companies of the future, next generation companies, there's not going to be a distinction between tech companies and non-tech companies. Every company will be a tech company and you won't have sort of the difference between the application and your business. The application is your business. So the app is your business and you're a tech company and that's that. And all companies will be that way, essentially. Powered by software. In that kind of a world, it's developers that are key to delivering on your company's mission. And so I think developers will continue to accelerate. We see the DevNet zone grows here every year. It's phenomenal, it's bigger than ever this year. And the examples in the programmability that we've been adding to the network, to the collaboration portfolio, every time I come here, it blows my mind. And so I think that's certainly a vision of the future, when you come and take a look at what's going on here. You can see that the developer is the key for those businesses of the future and we're going to service them. I mean, that is our mission is to get very, very focused on servicing developers with the platforms that we're building. >> If you had to extract out and describe to a college buddy or customer or friend, they asked you, "Rowan, what's the big wave "that you're riding for the next 20 years?" These waves are coming. We're seeing a lot of examples of crypto and blockchain on one end, really active, you certainly got cloud as a wave, data AI as a wave. Is it all one big wave? I mean waves of innovation come once a generation this size. We've said on theCUBE, we think it's the biggest wave we've seen in a long, long time. I mean right now, it's a combination of all those things. Your thoughts of the wave, how would you describe that to someone. >> I think the biggest and most meaningful thing to us is the connectivity of everything. I think that's probably the big one. Data comes along with that, all the other parts of it come along with it. But, if you think about the history of where we've been, for the last 30 years the internet was largely here and here. That's where it is. >> Like that remote. (laughing) >> And it's not in your lights and it's not in your cameras and it's not in the desk and it's not in your chair, but it will be. That to me is the biggest transformation. It's going to take a long time. You know, I think we've been talking about this transformation for a long time but as we get to that level of connectivity, as we get to that level of pervasiveness of the network, that's the biggest transformation to me is that the network goes from here to everywhere. >> And the common threads to your point is data, cloud, no-no, data, network-- >> Yep, cloud, security-- >> And software. >> Yeah, I mean look-- >> Things that'll never change. There will always be data, there will always be the network. >> Yep, and there will always be compute of some sort or another. We just think that if you look at our portfolio, we are really well positioned to create that next generation infrastructure. We've got the products now in many, across the boards. And we're thinking about, when you think about data as one of the most interesting things I think about, one of the most important transitions for the company is around data. It's about pivoting our focus from moving packets to addressing data. And what we want to be ultimately for in enterprise is a central nervous system and the real-time platform for data. We're not going to be the database. We're not going to be the analytics company. We're going to be that real-time source of information. You could think about it as a nervous system for a business. >> You're taking your network DNA and expanding it. Not trying to land grab new trends. >> No I think there's plenty of work for us to do. >> Rowan, a final question, what's the vibe here in Barcelona? Obviously, great Keynote. Stu and I both really enjoyed, love the vision. And then the meaty part of the intent that came after was great. What's going on, your conversations in the hallway, customers, dinners, what's the vibe like here in Europe for Cisco this year? >> Well, it's a thrilling vibe, especially down here on the show floor and right here at the epicenter of that which is the DevNet, sort of workshops and all the things that are going on, they're packed. So I think if you're going to come down, get down here soon because they are just absolutely filled up and so, that's one thing. I think a tremendous amount of optimism for the company is what I'm picking up as I talk to customers. People that have been coming up to me have been just very excited about Cisco's future and very excited about our vision and very excited about what we're doing and what we are doing together. I think the idea that Cisco is a different kind of company. We're the kind of company that is an enabler for our customers to do great things. And that, to me, is a very noble pursuit. >> Alright, Rowan Trollope, SVP and general manager applications Cisco, headlining Cisco Live 2018 here in Europe. This is theCUBE's live coverage from the DevNet zone here in Barcelona. I'm John Furrier, Stu Miniman. More live CUBE coverage after this short break. Thanks for watching.