>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. >>Welcome back. I'm stew Minuteman. And this is the Cube coverage of VM World 2020 our 11th year covering the show. And of course, networking has been a big growth story. Four vm where for a number years, going back to the Neisseria acquisition for over billion dollars. Really leveraging all of the virtual networking and SD wins been another hot topic. A couple years ago, it was the Velo Cloud acquisition. And now happy to welcome to the program two of the Velo Cloud business executives. First of all, we have Sanjay you Paul. He is the senior vice president and general manager of that mentioned division of VM Ware. Enjoining him is Craig Connors, whose the vice president and chief technology officer for that same division he was the chief architect of fellow Cloud Craig Sanjay. Thank you for joining us. >>Thank you. >>Thank you. >>Alright, So, Sanjay, first of all nice, you know, call outs and a lot of news that we're gonna get to dig into in the morning Keynote you know Pat Sanjay the team. Uh, you know, a couple of years ago, Pat talked about, you know, the next billion dollar businesses networking your team helping toe add to that. And, ah, a new term thrown out that we're gonna get to talk a little bit about. Our friends at Gartner termed it sassy. So I'll let you, you know, explain a little bit the news that this wonderful new four letter acronym that the Gartner spots that us. Um, why don't you start us there? >>Yeah. I couldn't be more excited to be here at VM World announcing this expansion of what's going on in Ste. Van. So I see Van was all about bringing branch office users to their applications and doing that in a really efficient manner, throwing out all those complex hardware appliances and simplifying everything with software, increasing the quality of experience for the user. But now what has happened is, you know they want security to be dealt off in the same way. Same simplicity and automation, same great user experience. And at the same time, you know, blocking all these attacks that are coming in from various places and covert has just driven that even more meaning that you need to get to networking and network security to be brought together in this simple and automated way while keeping the end user experience be great on while giving I t what they need, which is high security and good manageability. So this acronym sassy, secure access Service edge It really is the bringing together off net networking and network security both as a service. That service angle is really important. And the exciting part about what we're announcing at the at we'd be involved. Here is the expansion off the S, Stephen Pops and Gateways into becoming Sassy pops. And now customers can get a whole slew of services both networking and network security services from the anyway. So that's the announcement. >>Wonderful, Craig. You know, since since since you've helped with so much of the architecture here, I wanna kick out a little bit. When? When it comes to the security stuff that Sandy was talking about. I remember dealing back with land optimization solutions, trying to remember. Okay, wait. When can I compress? When can I encrypt? You know what do I lay on top of it? Um, SD when you know fits into this story, help us understand. What does you Novello Cloud do? What is it from the partner ecosystem? You know, So you know there's there's some good partners that you have helping us. Help us understand. You know what exactly we mean because security is such a broad term. >>Yeah, thanks. So there's four components in the sassy pop that we're bringing together. Obviously, VM Ware Ston is one of those Sanjay mentioned the changing workforce. We have off net users that aren't coming from behind Stu and Branch Mawr and Mawr today. So we also have secure access powered by our workspace. One solution that's bringing those remote users into the sassy pop and then two different security solutions. Secure Web gateway functionality. And that is the next generation secure Web gateway that includes things like DLP and remote browser isolation. And as you saw in the news today that's powered through ROM agreement with Menlo Security. And then we have next Gen firewall ing for securing corporate traffic. And that's powered by our own VM Ware NSX firewall, which has been recently augmented with our last line acquisition. So those are the four key components coming together within our sassy pop. And of course, we also have our continued partnership with the scaler for our our large joint via Mersey Scaler customer base to facilitate that security solution as well. >>Yeah. So, Sanjay, maybe it would make sense. As you said, you've got ah, portfolio now in this market, Uh, got v d I You've got edge walk us. Or if you could, some of the most important use cases for your business. >>Yeah. So you know the use case that has taken off in the last several years since the advent of SD. When is to get sites? So these would be branch offices and a branch office could be an agricultural field. It could be a plane. It could be an oil rig. You know, it could be any one of these. This is a branch office. So these sites how to get them connected to the applications that they need to get access to so telemedicine example. So how do you get doctors, diagnosticians and all that that are sitting in their clinics and hospitals? You get great access to the applications on the applications can be anywhere they don't have to be back in your data centers. You know, after data center consolidation happened, some of the apse you know, we're in the data centers. But then, after the cloud advent came, then the apse were everywhere there in the public cloud, both in I s as well as in SAS. And then now they're moving back towards the edge because of the advent of edge computing. So that's really the primary use case that s Stephen has been all about. And that's where you know, we have staked a claim to be the leader in that space. Now, with Covic, the use cases are expanding and obviously with work from home, you take the same telemedicine example. The doctors and diagnosticians who used to work from hospitals and clinics now have to get it done when they're working from the home. And, of course, this is a business critical app. And so what do you do? How do you get these folks who are at home to get the same quality of experience, the same security, the same manageability, but at the same time, you cannot disturb the other people who are working from home because that is an entire ecosystem. You serve the business user, but you also serve the needs off the home users keeping privacy in mind. So these two cases branch access and then remote access, which great talked about these are the primary use cases, and then they break down by vertical. So depending on whether it's health or it's federal or its manufacturing or its finance, then you have sub use cases underneath that. But this is how we from a from a V C n standpoint, you know, claimed to have 17,000 customers that have deployed our networking solutions. Ah, large fraction of those being our stu and solutions today. >>Yeah. Okay, Craig, one of those terms that gets thrown around a lot in the industry iss scale. I look at certain parts of the market, you know, say kubernetes kubernetes was about, you know, bringing together lots of sites. But now we're spending a lot of time talking about edge, which is a whole different scale. Same thing if you talk about devices and I o t can you speak to us a little bit about, you know, fundamentally, You know that branch architecture, I think, set you up well, but when I start thinking about EJ, it probably is. You know, uh, you know, larger number and some different challenges. So So maybe maybe some differences that happen to happen in the code to make that happen? >>Yeah, absolutely. I mean, I think you know, we've been fortunate in the success that we've had in RST ran deployments. More than 280,000 branches deployed with RST ran solution. So scale is something that's been near and dear to our heart from the beginning. How do you build a multi tenant service in the cloud? How do you build cloud scale? And we brought that aspect into all of these components through container ization, as you mentioned through horizontal scalability, bringing them into our own dedicated pops. Where we control the hardware we control the hyper visor, obviously built on top of the m r E. S s. I that allows us to deliver scale in a way that other competitors may not be able to achieve. >>Yeah, son Sanjay, it's been a couple of years since the acquisition by VM Ware. Give us a little bit of an update, if you would as to, you know, what I'm sure. Obviously, customer reach on adoption greatly increased by by the channel and go to market. But, you know, directionally And you know, any difference in use cases that that you've seen now being part of the M R. >>Yeah, absolutely. No. There's there's been an expansion in the use cases, which is why this fit was very good, meaning Vela Cloud being a part of VM way. So if you look at it, what the wider network does, where the place where you know ties, we tie it all together and tie walk together. If you look at the end User computing, which Greg was mentioning, the clients are digital workspace, workspace. One client. Well, those clients now will connect to our sassy pop. So that's one tie in that obviously we couldn't have and we were an independent company. The other side of it, when you go from the sassy pop into the data center, then we tie into NSX. Not just that the Cloud firewall, but in the data center itself so we can extend micro segmentation. So that's another kid use case that is becoming prevalent. Then the third aspect of this is really when you run inside telecom operators and VM Ware has a very robust business as it goes after telcos with the software stack and so running our gateways running our sassy pops at the telco environment, then gets us to integrate with what's going on with our telecom business unit. We also have what we're doing on our visibility and Tellem entry perspective. So we had acquired a company called Neons A, which were crafting into on edge network intelligence product that then fits into VM Ware's overall. For in the space we have, ah, product suite called We Realize Network Insight. And so that network inside, combined with what we're doing from from a business unit standpoint, gives customers an end to end view from from an individual client through the cloud, even up to an individual container. And so we call this client to cloud to container. All of this is possible because we're part of VM Ware. In the last piece of this is something that's gonna happen. We believe next year, which is edge computing when edge computing comes in. You know, I jokingly say to my team this acronym of Sassy, which is s a s e you gotta insert of sea in the middle. So it becomes s a CSE and out of that pronounced that says sacks E. So I know it sounds a little bit awkward, but that c stands for the compute. So as you put compute in the computer is going to run in the edge, the computer that's going to run in the pop and the sassy is gonna become, you know, sexy. And who better to give that to you than VM Ware? Because, you know, we have that management stack that controls compute for customers today. >>Well, definitely. I think you're you're you're drawing from the Elon Musk school of You know how to name acronyms in products Do so sometimes It's really interesting. Uh, Craig, talk us a little a little bit about that vision to get there, you know? What do we need to do as an industry? How's the product mature? Give us a little bit of that. That that roadmap forward, if you would >>Yeah, I think you know Sassy is really the convergence of five key things. One is this distributed pop architecture. Er So how do you deliver this? Compute and these services near to the customers premise. And that's something that companies like us have have had years of experience and building out. And then the four key components of sassy that we have, you know, zero trust access S t u N next generation firewall ing and secure Web Gateway. We're fortunate, as Sanjay said, to be part of the M where where we don't have to invent some of these components because we already have a works based one and we already have the NSX distributed firewall. And we already have the m r s d when and so ah, lot of companies you'll see are trying to to put all of these parts together. We already had them in house. We're putting them under one umbrella, the one place where we didn't have a technology within VM Ware. That's where we're leveraging these partnerships with memo and see scaler to get it done. >>Sanjay e think the telco use case that you talked about is really important One we've definitely seen, you know, really good adoption from from VM Ware working in those spaces. One place I I wanna understand, though, if you look at vcf and how that moves. Thio ws toe Azure, even toe Oracle's talked about in the keynote this morning. How does SD win fit into just that kind of traditional hybrid cloud deployment we've been talking about for the last couple of years? >>Yeah, that's a great question. So, you know, when you look at Ste Van, that name can notes software defined, but it doesn't. It's not specific to branch office access at all. And when you look at DCF, what VCF is doing is really modernizing your compute stack. And now you can run this modern compute stack of your own data centers. You can run it in the private cloud. You can run it on the public cloud as well, right? So you can put these tax on Amazon, azure, Google and and then run them. So what an STV in architecture allows you to do is not just get your branch and secure users to access the applications that are running on those computes tax. But you can also intermediate between them. So when customers come in and they say that they want simplified networking and security between two public cloud providers, this is the multi cloud use case, then getting that networking toe work in a seamless fashion with high security can be done by an S Stephen architectures. And our sassy pop is perfectly situated to do that. And all you would need to do is add virtual services at the sassy pop. An enterprise customer would come in and they say they want some peanuts here and some VP CS there they want to look at them in an automated fashion. They want to set it up, you know, with the point and click architectures and not have to do all this manual work, and we can get that done. So there's a there's a really good fit between Sassy s Stephen and where VCF is going to solve the multi cloud problem that people are having right now. >>Excellent. I really appreciate that. That that explanation last thing, I guess I'll ask is, you know, here at VM World, I'm sure you've got a lot of breakouts. You've probably got some good customers sharing some of their stories. So anonymous if it has to be. But we would love if you've got either views of some examples, uh, to help bring home that the value that your solutions are delivering. >>Great. When I start with one and then creek and fill in the other one, eso let me start off with the telemedicine example. So we have, you know, customer called M. D. Anderson Cancer Center. And these are the folks in in Texas, and they provide a really, really important service. And that service is, you know, providing patients who are critically ill to give them all the kinds of services, whether they come into the clinic or whether they're across a network connection. And they're radiologists and doctors air sitting at home. So I think it's very important use case and, you know, we started off by deploying in the hospitals and the clinics. But when Cove, it hit there to send a lot of these folks to work from home, and then when they work from home, it's really this device that goes in which you can see here. This is our Belo cloud edge. And this, um, has said in one of the my my favorite song says, There's nothing this box can't do. All right, so this box goes home into the, you know, doctors home, and then they are talking to their patient, getting telemedicine done because it solves the problem off performance. Um, you know that some of those folks have literally said that this thing was a God sent. That's not very often that networking people, you know, have been told that their products are like godsend. So I'll take that to the limit of grain of salt. But we are solving a very important problems increasing the performance were also this is a secure device, so it's not gonna be hacked into and then makes things much more manageable from a nightie standpoint. So this is one of those use cases, and there's plenty of them. But Craig has his favorites all turn it over to him. >>There's so many I could bore you. I think you know one really interesting. One is a new investment banking company that we have is a customer, and they used to go work in the office five days a week, and everything that they did was on their computer in the office and with this pivot to work from home post Kobe, did they think their future is a flexible work workforce where sometimes there in the office and sometimes they're remote. And when the remote there are deep peeing into their desktop, that is sting in their office and with their like to remote access VPN solution, they had to connect, Say, I'm a user sitting in Southern California. I'm connecting my VPN to Chicago to then come across the network back to Los Angeles to get to my desktop so that I can work from home. And now with Sassy, my secure access client from workspace one connects to the closest asi pop I get to my desktop in my office. Tremendously lower, Leighton see tremendously higher quality to experience for the users, whether they're, you know, at home, on the road anywhere they need to access that device. >>Craig Sanjay, thank you so much. Love the customer example. Sanjay. Good job bringing out the box. Uh, show people It's a software world. But the sassy hardware is still needed at times, too. Thanks for joining us. All >>right. Thank you, Stew. Thanks. Great. Cheers. All >>right. Stay with us for more coverage of VM World 2020. I'm still minimum. Thanks. As always for watching the cube

>>from the Cube Studios in Palo Alto and Boston connecting with thought leaders all >>around the world. This is a cube conversation, Everyone. Welcome to this week's Cube insights, powered by ET are My name is Dave Volante, and we've been reporting every week really on the code. 19. Impact on Budgets Docker Korakia is back in with me soccer. It's great to see you really >>again for having >>your very welcome. Soccer is, of course, the director of research, that we are our data partner and man. I mean, you guys have just been digging into the data or a court reiterate We're down, you know, roughly around minus 5% for the year. The thing about what we're doing here and where they want to stress in the audience that that's going to change. The key point is we don't just do ah, placeholder and update you in December. Every time we get new information, we're going to convey it to you. So let's get right into it. What we want to do today is you kind of part two from the takeaways that we did last week. So let's start with the macro guys. If you bring up the first chart, take us through kind of the top three takeaways. And just to reiterate where we're at >>Yeah, no problem. And look, as you mentioned, uh, what we're doing right now is we're collecting the pulse of CIOs. And so things change on and we continue to expect them to change, you know, in the next few weeks, in the next few months, as things change with it. So just kind of give a recap of the survey and then kind of going through some of our top macro takeaways. So in March mid March, we launched our Technology Spending Intention Survey. We had 1250 CIOs approximately. Take that survey. They provided their updated 2020 verse 2019 spending intentions, right? So effectively, they first Davis, those 20 21st 19 spending intentions in January. And then they went ahead and up state of those based on what happened with move it and then in tandem with that, we did this kind of over 19 drill down survey where we asked CEOs to estimate the budget impact off overnight in versus what they originally forecast in the year. And so that leads us to our first take away here, where we essentially aggregated the data from all these CIOs in that Logan 19 drill down survey. And we saw a revision of 900 basis points so down to a decline of 5%. And so coming into the year, the consensus was about 4% growth. Ah, and now you can see we're down about 5% for the year. And again, that's subject to change. And we're going again re measure that a Z kind of get into June July and we have a couple of months under our belt with the folks at night. The second big take away here is, you know, the industries that are really indicating those declines and spend retail, consumer airlines, financials, telco I key services in consulting. Those are the verticals, as we mentioned last week, that we're really seeing some of the largest Pullbacks and spend from consumers and businesses. So it makes sense that they are revising their budgets downwards the most. And then finally, the last thing we captured that we spoke about last week as well as a few weeks before that, and I think that's really been playing out the last kind of week in 1/2 earnings is CIOs are continuing to press the pedal on digital transformation. Right? We saw that with Microsoft, with service now last night, right, those companies continued the post good numbers and you see good demand, what we're seeing and where those declines that we just mentioned earlier are coming from. It's it's the legacy that's the on premise that your place there's such a concentration of loss and deceleration within some of those companies. And we'll kind of get into that more a Z go through more slides. But that's really what kind of here, you know, that's really what we need to focus on is the declines are coming from very select vendors. >>Yeah, and of course you know where we were in earning season now, and we're paying close attention to that. A lot of people say I just ignore the earnings here, you know, you got the over 19 Mulligan, but But that's really not right. I mean, obviously you want to look at balance sheets, you want to look at cash flows, but also we're squinting through some of the data your point about I t services and insulting is interesting. I saw another research firm put out that you know, services and consulting was going to be OK. Our data does, you know, different. Uh, and we're watching. For instance, Jim Kavanaugh on IBM's earnings call was very specific about the metrics that they're watching. They're obviously very concerned about pricing and their ability. The book business. There we saw the cloud guys announced Google was up in the strong fifties. The estimate is DCP was even higher up in the 80% range. Azure, you know, we'll talk about this killing it. I mean, you guys have been all over of Microsoft and its presence, you know, high fifties aws solid at around 34% growth from a larger base. But as we've been reporting, you know, downturns. They've been they've been good to cloud. >>That's right. And I think, you know, based on the data that we've captured, um, you know, it's people are really pressing the pedal on cloud and SAS with this much remote work, you need to have you know, that structure in place to maintain productivity. >>Okay, let's bring up the next slide. Now. We've been reporting a lot on this sort of next generation work loads Bob one Dato all about storage and infrastructures of service. Compute. There's an obviously some database, but there's a new analytics workload emerging. Uh, and it's kind of replacing, or at least disinter mediating or disrupting the traditional e d ws. I've said for years. CDW is failed to live up to its expectations of 360 degree insights and real time data, and that's really what we're showing here is some of the traditional CDW guys are getting hit on Some of the emerging guys, um, are looking pretty good. So take us through what we're looking at here. Soccer. >>Yeah, no problem. So we're looking at the database data warehousing sector. What you're looking at here is replacement rates. Um And so, as example, if you see up in with roughly 20% replacement, what that means is one out of five people who took the survey for that particular sector for that vendor indicated that they were replacing, and so you can see here for their data. Cloudera, IBM, Oracle. They have very elevated and accelerating replacement rates. And so when we kind of think about this space. You can really see the bifurcation, right? Look how well positioned the Microsoft AWS is. Google Mongo, Snowflake, low replacements, right low, consistent replacements. And then, of course, on the left hand side of the screen, you're really seeing elevated, accelerating. And so this space is It kind of goes with that theme that we've been talking about that we covered last week by application, right when you think about the declines that you're seeing and spend again, it's very targeted for a lot of these kind of legacy legacy vendors. And we're again. We're seeing a lot of the next gen players that Microsoft AWS in your post very strong data. And so here, looking within database, it's very clear as to which vendors are well positioned for 2020 and which ones look like they're being ripped out and swapped out in the next few months. >>So this to me, is really interesting. So you know, you you've certainly reported on the impact that snowflake is having on Terra data. And in some of IBM's business, the old man, he's a business. You can see that here. You know, it's interesting. During the Hadoop days, Cloudera Horton works when they realize that it didn't really make money on Hadoop. They sort of getting the data management and data database and you're seeing that is under pressure. It's kind of interesting to me. Oracle, you know, is still not what we're seeing with terror data, right, Because they've got a stranglehold on the marketplace That's right, hanging in there. Right? But that snowflake would no replacements is very impressive. Mongo consistent performer. And in Google aws, Microsoft AWS supports with Red Shift. They did a one time license with Park Cell, which was an MPP database. They totally retooled a thing. And now they're sort of interestingly copycatting snowflake separating compute from storage and doing some other moves. And yet they're really strong partners. So interesting >>is going on and even, you know, red shift dynamodb all. They all look good. All these all these AWS products continue screen Very well. Ah, in the data warehousing space, So yeah, to your point, there's a clear divergence of which products CIOs want to use and which ones they no longer want in their stack. >>Yeah, the database market is very much now fragment that it used to be in an Oracle db two sequel server. As you mentioned, you got a lot of choices. The Amazon. I think I counted, you know, 10 data stores, maybe more. Dynamodb Aurora, Red shift on and on and on. So a really interesting space, a lot of activity in that new workload that I'm talking about taking, Ah, analytic databases, bringing data science, pooling into that space and really driving these real time insights that we've been reporting on. So that's that's quite an exciting space. Let's talk about this whole workflow. I t s m a service now. Just just announced, uh, we've been consistently crushing it. The Cube has been following them for many, many years, whether, you know, from the early days of Fred Luddy, Bruce Lukman, the short time John Donahoe. And now Bill McDermott is the CEO, but consistent performance since the AIPO. But what are we actually showing here? Saga? Yeah, You bring up that slot. Thank you. >>So our key take away on kind of the i t m m i t s m i t workflow spaces. Look, it's best in breed, which is service now, or some of the lower cost providers. Right There's really no room for middle of the pack, so >>this is an >>interesting charts. And so what you're looking at here, there's a few directives, so kind of walk you through it and then I'll walk through. The actual results is we're looking within service now accounts. And so we're seeing how these companies are doing within or among customers that are using service. Now, today, where you're looking at on the ex, access is essentially shared market share our shared customers, and then on the Y axis you're seeing essentially the spend velocity off those vendors within service. Now's outs, right? So if the vendor was doing well, you would see them moving up into the right, right? That means they're having more customer overlap with service now, and they're also accelerating Spend, but you can see if you will get zendesk. If you look at BMC, it's a managed right. You can see there either losing market share and spend within service now accounts or they're losing spend right and zendesk is another example Here, Um, and what's actually interesting is, and we've had a lot of anecdotal evidence from CIOs is that look they start with service. Now it's best in breed, but a few of them have said, Look, it's got expensive, Um, and so they would move over Rezendes. And then they would look at it versus a conference that last year, and we had a few CEO say, Look at last quarter of the price of zendesk. Andi moved away from Zendesk and subsequently well, with last year. And so it's just it's interesting that, you know, during these times where you know CIOs are reducing their budgets on that look, it's either best of breed or low cost. There's really no room in the middle, and so it's actually kind of interesting. In this space, it's It's an interesting dynamic and being usually it's best of breed or low cost. Rarely do you kind of see both win, and I think that's what kind of makes the space interesting. >>I've been following service now for a number of years. I just make a few comments there. First of all, you know, workday was the gold standard in enterprise software for the longest time and, you know, company and and and I I always considered service now to be kind of part of that you know Silicon Valley Mafia with Frank's Loop. But what's happened is, you know, Sluman did a masterful job of identifying the total available market and executing with demand, and now you know, his successors have picking it beyond there. You know, service now has a market cap that's not quite double, but I mean, I think workday last I checked was in the mid thirties. Service now is market valuation is up in the 60 billion range. I mean, they announced, um uh, just recently, very interestingly, they be expectations. They lowered their guidance relative to consensus guide, but I think the street hose, first of all, they beat their numbers and they've got that SAS model, that very predictable model. And I think people are saying, Look there, just leaving meat on the bone so they can continue to be because that's been their sort of m o these last several years. So you got to like their positioning and you get to talk to customers. They are pricey. You do hear complaints about that, and they've got a strong lock spec. But generally I got my experiences. If people can identify business value and clear productivity, they work through the lock in, you know, they'll just fight it out in the negotiations with procurement. >>That's right, and two things on that. So with service now and and even Salesforce, right, they are a platform like approach type of vendors right where you build on them. And that's what makes them such break companies, right? Even if they have, you know, little nicks and knacks here and there. When they report people see past that right, they understand their best of breed. You build your companies on the service now's and the sales forces of the world. And to the second point, you're exactly right. Businesses want to maintain consistent productivity on, and I think that, you know, is it kind of resonates with the theme, right, doubling down on Cloud and sas. Um, as as you have all this remote work, as you have kind of, you know, questionable are curating marquee a macro environment organizations want to make sure that their employees continue to execute that they're generating consistent productivity. And using these kind of best of breed tools is the way to go. >>It's interesting you mentioned, uh, salesforce and service now for years I've been saying they're on a collision course we haven't seen yet because they're both platforms. I still, uh I'm waiting for that to happen. Let's bring up the next card and let's get into networking way talk. Um Ah. Couple of weeks ago, about the whole shift from traditional Mpls moving to SD win. And this sort of really lays it out. Take us through the data here, please. >>Yeah, no problem. So we're just looking at a handful of vendors here. Really? We're looking at networking vendors that have the highest adoption rates within cloud accounts. And so what we did was we looked inside of aws azure GCC, right. We essentially isolated just those customers. And then we said which networking vendors are seeing the best spend data and the most adoptions within those cloud accounts. And so you get you can kind of see some, uh, some themes here, right? SD lan. Right. You can see Iraqi their VM. Where nsx. You see some next gen load balance saying are they're on the cdn side right then. And so you're seeing a theme here of more next gen players on You're not really seeing a lot of the mpls vendors here, right? They're the ones that have more flattening, decreasing and replacing data. And so the reason just kind of going on this slide is you know, when you kind of think about the networking space as a whole, this is where adoptions are going. This is this is where spends billing and expanded, arise it. And what we just talked about >>your networking such a fascinating space to me because you got you got the leader and Cisco That has helped 2/3 of the market for the longest time, despite competitors like Arista, Juniper and others trying to get in the Air Force and NSX. And the big Neisseria acquisition, you know, kind of potentially disrupted that. But you can see, you know, Cisco, they don't go down without a fight. And ah, there, let's take a look at the next card on Cdn. You know, this is interesting. Uh, you know, you think with all this activity around work from home and remote offices, there's a hot area, But what are we looking at here? >>Yeah, no problem. And that's right, right? You would think. And so we're looking at Cdn players here you would think with the uptake in traffic, you would see fantastic. That scores right for all the cdn vendor. So what you're looking at here and again there's a few lenses on here, so I kind of walk. You kind of walk the audience through here is first we isolated only those individuals that were accelerating their budgets due to work from home. Right. So we've had this conversation now for a few weeks where support employees working from home. You did see a decent number of organizations. I think it was 20 or 30% of organizations at the per server that indicated they're actually accelerate instead. So we're looking at those individuals. And then what we're doing is we're seeing how are how's Cloudflare and aka my performing within those accounts, right? And so we're looking at those specific customers and you could just see within Cloudflare and we practice and security and networking which by more the Cdn piece, How consistent elevated the date is right? This is spend in density, right? Not overall market share is obviously aka my you know, their brand father CD ends. They have the most market share and if you look at optimized to the right. Now you can see the spend velocity is not very good. It's actually negative across boats sector. So you know it's not. We're not saying that. Look, there's a changing of the guard that's occurring right now. We're still relatively small compared talk my But there's just such a start on trust here and again, it kind of goes to what we're talking about. Our macro themes, right? CIOs are continuing to invest in next gen Technologies, and better technologies on that is having an impact on some of these legacy. And, you know, grandfather providers. >>Well, I mean, I think as we enter this again, I've said a number of times. It's ironic overhead coming into a new decade. And you're seeing this throughout the I T. Stack, where you've got a lot of disruptors and you've got companies with large install bases, lot of on Prem or a lot of historical legacy. Yeah, and it's very hard for them to show growth. They often times squeeze R and D because they gotta serve Wall Street. And this is the kind of dilemma they're in, and the only good news with a comma here is there is less bad security go from negative 20% to a negative 8% net score. Um, but wow, what a what a contrast, but to your point, much, much smaller base, but still very relevant. We've seen this movie before. Let's let's wrap with another area that we've talked about. What is virtualization? Desktop virtualization? Beady eye again. A beneficiary of the work from home pivot. Um, And we're focused here, right on Fortune 500 net scores. But give us the low down on this start. >>Yeah, So this is something that look, I think it's it's pretty obvious to into the market you're seeing an uptake and spend across the board versus three months ago in a year ago and spending, etc. Among your desktop virtualization players, there's FBI, right? So that's gonna be your VPN right now. Obviously, they reported pretty good numbers there, so this is an obvious slide, but we wanted to kind of throw it in there. Just say, look, you know, these organizations are seeing nice upticks incent, you know, within the virtualization sectors, specifically within Fortune 500 again, that's kind of, you know, work from home spend that we're seeing here, >>right? So, I mean, this is really a 100% net score in the Fortune 500 for workspaces is pretty amazing. And I think the shared in on this that the end was actually quite large. It wasn't like single digits, Many dozens. I remember when Workspaces first came out, it maybe wasn't ready for prime time. But clearly there's momentum there, and we're seeing this across the board saga. Thanks so much for coming in this week. Really appreciate it. We're gonna be in touch with with you with the TR. We're gonna continue to report on this, but start Dr stay safe. And thanks again. >>Thanks again. Appreciate it. Looking for to do another one. >>All right. Thank you. Everybody for watching this Cube insights Powered by ET are this is Dave Volante for Dr Sadaaki. Remember, all these episodes are available as podcasts. I published weekly on wiki bond dot com Uh, and also on silicon angle dot com Don't forget tr dot Plus, Check out all the action there. Thanks for watching everybody. We'll see you next time. Yeah, yeah, yeah, yeah, yeah