Dan Kogan, Pure Storage & Venkat Ramakrishnan, Portworx by Pure Storage | AWS re:Invent 2022
(upbeat music) >> Welcome back to Vegas. Lisa Martin and Dave Vellante here with theCUBE live on the Venetian Expo Hall Floor, talking all things AWS re:Invent 2022. This is the first full day of coverage. It is jam-packed here. People are back. They are ready to hear all the new innovations from AWS. Dave, how does it feel to be back yet again in Vegas? >> Yeah, Vegas. I think it's my 10th time in Vegas this year. So, whatever. >> This year alone. You must have a favorite steak restaurant then. >> There are several. The restaurants in Vegas are actually really good. >> You know? >> They are good. >> They used to be terrible. But I'll tell you. My favorite? The place that closed. >> Oh! >> Yeah, closed. In between where we are in the Wynn and the Venetian. Anyway. >> Was it CUT? >> No, I forget what the name was. >> Something else, okay. >> It was like a Greek sort of steak place. Anyway. >> Now, I'm hungry. >> We were at Pure Accelerate a couple years ago. >> Yes, we were. >> When they announced Cloud Block Store. >> That's right. >> Pure was the first- >> In Austin. >> To do that. >> Yup. >> And then they made the acquisition of Portworx which was pretty prescient given that containers have been going through the roof. >> Yeah. >> So I'm sort of excited to have these guys on and talk about that. >> We're going to unpack all of this. We've got one of our alumni back with us, Venkat Ramakrishna, VP of Product, Portworx by Pure Storage. And Dan Kogan joins us for the first time, VP of Product Management and Product Marketing, FlashArray at Pure Storage. Guys, welcome to the program. >> Thank you. >> Hey, guys. >> Dan: Thanks for having us. >> Do you have a favorite steak restaurant in Vegas? Dave said there's a lot of good choices. >> There's a lot of good steak restaurants here. >> I like SDK. >> Yeah, that's a good one. >> That's the good one. >> That's a good one. >> Which one? >> SDK. >> SDK. >> Where's that? >> It's, I think, in Cosmopolitan. >> Ooh. >> Yeah. >> Oh, yeah, yeah, yeah. >> It's pretty good, yeah. >> There's one of the Western too that's pretty. >> I'm an Herbs and Rye guy. Have you ever been there? >> No. >> No. >> Herbs and Rye is off strip, but it's fantastic. It's kind of like a locals joint. >> I have to dig through all of this great stuff today and then check that out. Talk to me. This is our first day, obviously. First main day. I want to get both of your perspectives. Dan, we'll start with you since you're closest to me. How are you finding this year's event so far? Obviously, tons of people. >> Busy. >> Busy, yeah. >> Yeah, it is. It is old times. Bigger, right? Last re:Invent I was at was 2019 right before everything shut down and it's probably half the size of this which is a different trend than I feel like most other tech conferences have gone where they've come back, but a little bit smaller. re:Invent seems to be the IT show. >> It really does. Venkat, are you finding the same? In terms of what you're experiencing so far on day one of the events? >> Yeah, I mean... There's tremendous excitement. Overall, I think it's good to be back. Very good crowd, great turnout, lot of excitement around some of the new offerings we've announced. The booth traffic has been pretty good. And just the quality of the conversations, the customer meetings, have been really good. There's very interesting use cases shaping up and customers really looking to solve real large scale problems. Yeah, it's been a phenomenal first day. >> Venkat, talk a little bit about, and then we'll get to you Dan as well, the relationship that Portworx by Pure Storage has with AWS. Maybe some joint customers. >> Yeah, so we... Definitely, we have been a partner of AWS for quite some time, right? Earlier this year, we signed what is called a strategic investment letter with AWS where we kind of put some joint effort together like to better integrate our products. Plus, kind of get in front of our customers more together and educate them on how going to how they can deploy and build vision critical apps on EKS and EKS anywhere and Outpost. So that partnership has grown a lot over the last year. We have a lot of significant mutual customer wins together both on the public cloud on EKS as well as on EKS anywhere, right? And there are some exciting use cases around Edge and Edge deployments and different levels of Edge as well with EKS anywhere. And there are pretty good wins on the Outpost as well. So that partnership I think is kind of like growing across not just... We started off with the one product line. Now our Portworx backup as a service is also available on EKS and along with the Portworx Data Services. So, it is also expanded across the product lanes as well. >> And then Dan, you want to elaborate a bit on AWS Plus Pure? >> Yeah, it's for kind of what we'll call the core Pure business or the traditional Pure business. As Dave mentioned, Cloud Block Store is kind of where things started and we're seeing that move and evolve from predominantly being a DR site and kind of story into now more and more production applications being lifted and shifted and running now natively in AWS honor storage software. And then we have a new product called Pure Fusion which is our storage as code automation product essentially. It takes you from moving and managing of individual arrays, now obfuscates a fleet level allows you to build a very cloud-like backend and consume storage as code. Very, very similar to how you do with AWS, with an EBS. That product is built in AWS. So it's a SaaS product built in AWS, really allowing you to turn your traditional Pure storage into an AWS-like experience. >> Lisa: Got it. >> What changed with Cloud Block Store? 'Cause if I recall, am I right that you basically did it on S3 originally? >> S3 is a big... It's a number of components. >> And you had a high performance EC2 instances. >> Dan: Yup, that's right. >> On top of lower cost object store. Is that still the case? >> That's still the architecture. Yeah, at least for AWS. It's a different architecture in Azure where we leverage their disc storage more. But in AWS were just based on essentially that backend. >> And then what's the experience when you go from, say, on-prem to AWS to sort of a cross cloud? >> Yeah, very, very simple. It's our replication technology built in. So our sync rep, our async rep, our active cluster technology is essentially allowing you to move the data really, really seamlessly there and then again back to Fusion, now being that kind of master control plan. You can have availability zones, running Cloud Block Store instances in AWS. You can be running your own availability zones in your data centers wherever those may happen to be, and that's kind of a unification layer across it all. >> It looks the same to the customer. >> To the customer, at the end of the day, it's... What the customer sees is the purity operating system. We have FlashArray proprietary hardware on premises. We have AWS's hardware that we run it on here. But to the customer, it's just the FlashArray. >> That's a data super cloud actually. Yeah, it's a data super cloud. >> I'd agree. >> It spans multiple clouds- >> Multiple clouds on premises. >> It extracts all the complexity of the underlying muck and the primitives and presents a common experience. >> Yeah, and it's the same APIs, same management console. >> Dave: Yeah, awesome. >> Everything's the same. >> See? It's real. It's a thing, On containers, I have a question. So we're in this environment, everybody wants to be more efficient, what's happening with containers? Is there... The intersection of containers and serverless, right? You think about all the things you have to do to run containers in VMs, configure everything, configure the memory, et cetera, and then serverless simplifies all that. I guess Knative in between or I guess Fargate. What are you seeing with customers between stateless apps, stateful apps, and how it all relates to containers? >> That's a great question, right? I think that one of the things that what we are seeing is that as people run more and more workloads in the cloud, right? There's this huge movement towards being the ability to bring these applications to run anywhere, right? Not just in one public cloud, but in the data centers and sometimes the Edge clouds. So there's a lot of portability requirements for the applications, right? I mean, yesterday morning I was having breakfast with a customer who is a big AWS customer but has to go into an on-prem air gap deployment for one of their large customers and is kind of re-platforming some other apps into containers in Kubernetes because it makes it so much easier for them to deploy. So there is no longer the debate of, is it stateless versus it stateful, it's pretty much all applications are moving to containers, right? And in that, you see people are building on Kubernetes and containers is because they wanted multicloud portability for their applications. Now the other big aspect is cost, right? You can significantly run... You know, like lower cost by running with Kubernetes and Portworx and by on the public cloud or on a private cloud, right? Because it lets you get more out of your infrastructure. You're not all provisioning your infrastructure. You are like just deploying the just-enough infrastructure for your application to run with Kubernetes and scale it dynamically as your application load scales. So, customers are better able to manage costs. >> Does serverless play in here though? Right? Because if I'm running serverless, I'm not paying for the compute the whole time. >> Yeah. >> Right? But then stateless and stateful come into play. >> Serverless has a place, but it is more for like quick event-driven decision. >> Dave: The stateless apps. >> You know, stuff that needs to happen. The serverless has a place, but majority of the applications have need compute and more compute to run because there's like a ton of processing you have to do, you're serving a whole bunch of users, you're serving up media, right? Those are not typically good serverless apps, right? The several less apps do definitely have a place. There's a whole bunch of minor code snippets or events you need to process every now and then to make some decisions. In that, yeah, you see serverless. But majority of the apps are still requiring a lot of compute and scaling the compute and scaling storage requirements at a time. >> So what Venkat was talking about is cost. That is probably our biggest tailwind from a cloud adoption standpoint. I think initially for on-premises vendors like Pure Storage or historically on-premises vendors, the move to the cloud was a concern, right? In that we're getting out the data center business, we're going all in on the cloud, what are you going to do? That's kind of why we got ahead of that with Cloud Block Store. But as customers have matured in their adoption of cloud and actually moved more applications, they're becoming much more aware of the costs. And so anywhere you can help them save money seems to drive adoption. So they see that on the Kubernetes side, on our side, just by adding in things that we do really well: Data reduction, thin provisioning, low cost snaps. Those kind of things, massive cost savings. And so it's actually brought a lot of customers who thought they weren't going to be using our storage moving forward back into the fold. >> Dave: Got it. >> So cost saving is great, huge business outcomes potentially for customers. But what are some of the barriers that you're helping customers to overcome on the storage side and also in terms of moving applications to Kubernetes? What are some of those barriers that you could help us? >> Yeah, I mean, I can answer it simply from a core FlashArray side, it's enabling migration of applications without having to refactor them entirely, right? That's Kubernetes side is when they think about changing their applications and building them, we'll call quote unquote more cloud native, but there are a lot of customers that can't or won't or just aren't doing that, but they want to run those applications in the cloud. So the movement is easier back to your data super cloud kind of comment, and then also eliminating this high cost associated with it. >> I'm kind of not a huge fan of the whole repatriation narrative. You know, you look at the numbers and it's like, "Yeah, there's something going on." But the one use case that looks like it's actually valid is, "I'm going to test in the cloud and I'm going to deploy on-prem." Now, I dunno if that's even called repatriation, but I'm looking to help the repatriation narrative because- >> Venkat: I think it's- >> But that's a real thing, right? >> Yeah, it's more than repatriation, right? It's more about the ability to run your app, right? It's not just even test, right? I mean, you're going to have different kinds of governance and compliance and regulatory requirements have to run your apps in different kinds of cloud environments, right? There are certain... Certain regions may not have all of the compliance and regulatory requirements implemented in that cloud provider, right? So when you run with Kubernetes and containers, I mean, you kind of do the transformation. So now you can take that app and run an infrastructure that allows you to deliver under those requirements as well, right? So that portability is the major driver than repatriation. >> And you would do that for latency reasons? >> For latency, yeah. >> Or data sovereign? >> Data sovereignty. >> Data sovereignty. >> Control. >> I mean, yeah. Availability of your application and data just in that region, right? >> Okay, so if the capability is not there in the cloud region, you come in and say, "Hey, we can do that on-prem or in a colo and get you what you need to comply to your EDX." >> Yeah, or potentially moves to a different cloud provider. It's just a lot more control that you're providing on customer at the end of the day. >> What's that move like? I mean, now you're moving data and everybody's going to complain about egress fees. >> Well, you shouldn't be... I think it's more of a one-time move. You're probably not going to be moving data between cloud providers regularly. But if for whatever reasons you decide that I'm going to stop running in X Cloud and I'm going to move to this cloud, what's the most seamless way to do? >> So a customer might say, "Okay, that's certification's not going to be available in this region or gov cloud or whatever for a year, I need this now." >> Yeah, or various commercial. Whatever it might be. >> "And I'm going to make the call now, one-way door, and I'm going to keep it on-prem." And then worry about it down the road. Okay, makes sense. >> Dan, I got to talk to you about the sustainability element there because it's increasingly becoming a priority for organizations in every industry where they need to work with companies that really have established sustainability programs. What are some of the factors that you talk with customers about as they have choice in all FlashArray between Pure and competitors where sustainability- >> Yeah, I mean we've leaned very heavily into that from a marketing standpoint recently because it has become so top of mind for so many customers. But at the end of the day, sustainability was built into the core of the Purity operating system in FlashArray back before it was FlashArray, right? In our early generation of products. The things that drive that sustainability of high density, high data reduction, small footprint, we needed to build that for Pure to exist as a company. And we are maybe kind of the last all-flash vendor standing that came ground up all-flash, not just the disc vendor that's refactored, right? And so that's sort of engineering from the ground up that's deeply, deeply into our software as a huge sustainability payout now. And we see that and that message is really, really resonating with customers. >> I haven't thought about that in a while. You actually are. I don't think there's any other... Nobody else made it through the knothole. And you guys hit escape velocity and then some. >> So we hit escape velocity and it hasn't slowed down, right? Earnings will be tomorrow, but the last many quarters have been pretty good. >> Yeah, we follow you pretty closely. I mean, there was one little thing in the pandemic and then boom! It's just kept cranking since, so. >> So at the end of the day though, right? We needed that level to be economically viable as a flash bender going against disc. And now that's really paying off in a sustainability equation as well because we consume so much less footprint, power cooling, all those factors. >> And there's been some headwinds with none pricing up until recently too that you've kind of blown right through. You know, you dealt with the supply issues and- >> Yeah, 'cause the overall... One, we've been, again, one of the few vendors that's been able to navigate supply really well. We've had no major delays in disruptions, but the TCO argument's real. Like at the end of the day, when you look at the cost of running on Pure, it's very, very compelling. >> Adam Selipsky made the statement, "If you're looking to tighten your belt, the cloud is the place to do it." Yeah, okay. It might be that, but... Maybe. >> Maybe, but you can... So again, we are seeing cloud customers that are traditional Pure data center customers that a few years ago said, "We're moving these applications into the cloud. You know, it's been great working with you. We love Pure. We'll have some on-prem footprint, but most of everything we're going to do is in the cloud." Those customers are coming back to us to keep running in the cloud. Because again, when you start to factor in things like thin provisioning, data reduction, those don't exist in the cloud. >> So, it's not repatriation. >> It's not repatriation. >> It's we want Pure in the cloud. >> Correct. We want your software. So that's why we built CBS, and we're seeing that come all the way through. >> There's another cost savings is on the... You know, with what we are doing with Kubernetes and containers and Portworx Data Services, right? So when we run Portworx Data Services, typically customers spend a lot of money in running the cloud managed services, right? Where there is obviously a sprawl of those, right? And then they end up spending a lot of item costs. So when we move that, like when they run their data, like when they move their databases to Portworx Data Services on Kubernetes, because of all of the other cost savings we deliver plus the licensing costs are a lot lower, we deliver 5X to 10X savings to our customers. >> Lisa: Significant. >> You know, significant savings on cloud as well. >> The operational things he's talking about, too. My Fusion engineering team is one of his largest customers from Portworx Data Services. Because we don't have DBAs on that team, it's just developers. But they need databases. They need to run those databases. We turn to PDS. >> This is why he pays my bills. >> And that's why you guys have to come back 'cause we're out of time, but I do have one final question for each of you. Same question. We'll start with you Dan, the Venkat we'll go to you. Billboard. Billboard or a bumper sticker. We'll say they're going to put a billboard on Castor Street in Mountain View near the headquarters about Pure, what does it say? >> The best container for containers. (Dave and Lisa laugh) >> Venkat, Portworx, what's your bumper sticker? >> Well, I would just have one big billboard that goes and says, "Got PX?" With the question mark, right? And let people start thinking about, "What is PX?" >> I love that. >> Dave: Got Portworx, beautiful. >> You've got a side career in marketing, I can tell. >> I think they moved him out of the engineering. >> Ah, I see. We really appreciate you joining us on the program this afternoon talking about Pure, Portworx, AWS. Really compelling stories about how you're helping customers just really make big decisions and save considerable costs. We appreciate your insights. >> Awesome. Great. Thanks for having us. >> Thanks, guys. >> Thank you. >> For our guests and for Dave Vellante, I'm Lisa Martin. You're watching theCUBE, the leader in live enterprise and emerging tech coverage. (upbeat music)
SUMMARY :
This is the first full day of coverage. I think it's my 10th You must have a favorite are actually really good. The place that closed. the Wynn and the Venetian. the name was. It was like a Greek a couple years ago. And then they made the to have these guys on We're going to unpack all of this. Do you have a favorite There's a lot of good There's one of the I'm an Herbs and Rye guy. It's kind of like a locals joint. I have to dig through all and it's probably half the size of this so far on day one of the events? and customers really looking to solve and then we'll get to you Dan as well, a lot over the last year. the core Pure business or the It's a number of components. And you had a high Is that still the case? That's still the architecture. and then again back to Fusion, it's just the FlashArray. Yeah, it's a data super cloud. and the primitives and Yeah, and it's the same APIs, and how it all relates to containers? and by on the public cloud I'm not paying for the But then stateless and but it is more for like and scaling the compute the move to the cloud on the storage side So the movement is easier and I'm going to deploy on-prem." So that portability is the Availability of your application and data Okay, so if the capability is not there on customer at the end of the day. and everybody's going to and I'm going to move to this cloud, not going to be available Yeah, or various commercial. and I'm going to keep it on-prem." What are some of the factors that you talk But at the end of the day, And you guys hit escape but the last many quarters Yeah, we follow you pretty closely. So at the end of the day though, right? the supply issues and- Like at the end of the day, the cloud is the place to do it." applications into the cloud. come all the way through. because of all of the other You know, significant They need to run those databases. the Venkat we'll go to you. (Dave and Lisa laugh) I can tell. out of the engineering. We really appreciate you Thanks for having us. the leader in live enterprise
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Murli Thirumale, Portworx by Pure Storage | KubeCon + CloudNativeCon NA 2022
>>Good afternoon and welcome back to Detroit, Lisa Martin here with John Furrier. We are live day two of our coverage of Coan Cloud Native Con North America. John, we've had great conversations. Yeah. All day yesterday. Half a day today. So far we're talking all things, Well, not all things Kubernetes so much more than that. We also have to talk about storage and data management solutions for Kubernetes projects, cuz that's obviously critical. >>Yeah, I mean the big trend here is Kubernetes going mainstream has been for a while. The adopt is crossing over, it's crossing the CADs and with that you're seeing security concerns. You're seeing things being gaps being filled. But enterprise grade is really the, the, the story. It's going enterprise, that's managed services, that's professional service, that's basically making things work at scale. This next segment hits that part and we are gonna talk about it in grade length >>With one of our alumni. Moral morale to Molly is back DP and GM of Port Work's Peer Storage. Great to have you back really? >>Yeah, absolutely. Delightful >>To be here. So I was looking on the website, number one in Kubernetes storage. Three years in a row. Yep. Awesome. What's Coworks doing here at KU Con? >>Well, I'll tell you, we, our engineering crew has been so productive and hard at work that I almost can't decide what to kind of tell you. But I thought what, what, what I thought I would do is kind of tell you that we are in forefront of two major trends in the world of Kubernetes. Right? And the, the two trends that I see are one is as a service, so is trend number one. So it's not software eating the world anymore. That's, that's old, old, old news. It's as a service unifying the world. The world wants easy, We all are, you know, subscribers to things like Netflix. We've been using Salesforce or other HR functions. Everything is as a service. And in the world of Kubernetes, it's a sign of that maturity that John was talking about as a platform that now as a service is the big trend. >>And so headline number one, if you will, is that Port Works is leading in the data management world for Kubernetes by providing, we're going all in on easy on as a service. So everything we do, we are satisfying it, right? So if you think, if you think about, if you think about this, that, that there are really, most of the people who are consuming Kubernetes are people who are building platforms for their dev users. And dev users want self service. That's one of the advantages of, of, of Kubernetes. And the more it is service size and made as a service, the more ready to consume it is. And so we are announcing at the show that we have, you know, the basic Kubernetes data management as a service, ha d r as a service. We have backup as a service and we have database as a service. So these are the three major components of data. And all of those are being made available as a service. And in fact, we're offering and announcing at the show our backup as a service freemium version where you can get free forever a terabyte of, of, you know, stuff to do for Kubernetes for forever. >>Congratulations on the announcement. Totally. In line with what the market wants. Developers want Selfer, they wanna also want simplicity by the way they'll leave if they don't like the service. Correct. So that you, you know that before we get into some more specifics, I want Yeah. Ask you on the industry and some of the point solutions you have, what, it's been two years since the acquisition with Pure Storage. Can you just give an update on how it's gone? Obviously as a service, you guys are hitting all your Marks, developers love it. Storage are big part of the game right now as well as these environments. Yeah. What's the update post acquisition two years. You had a great offering Stay right In >>Point Works. Yeah. So look, John, you're, you're, you're a veteran of the industry and have seen lots of acquisitions, right? And I've been acquired twice before myself. So, you know, there's, there's always best practices and poor practices in terms of acquisitions and I'm, you know, really delighted to say I think this, this acquisition has had some of the best practices. Let me just name a couple of them, right? One of them is just cultural fit, right? Cultural fit is great. Entrepreneurs, anybody, it's not just entrepreneurs. Everybody loves to work in a place they enjoy working with, with people that they, you know, thrive when they, when they interact with. And so the cultural fit with, with Pure is fantastic. The other one is the strategic intent that Pure had when they acquired us is still true. And so that goes a long way, you know, in terms of an investment profile, in terms of the ability to kind of leverage assets within the company. So Pure had kind of disrupted the world of storage using Flash and they wanted to disrupt higher up the stack using Kubernetes. And that's kind of been our role inside their strategy. And it's, it's still true. >>So culture, strategic intent. Yeah. Product market fit as well. You were, you weren't just an asset for customers or acquisition and then let the founders go through their next thing. You are part of their growth play. >>Absolutely. Right. The, the beauty of, of the kind of product market fit is, let's talk about the market is we have been always focused on the global two k and that is at the heart of, you know, purest 10,000 strong customer base, right? They have very strong presence in the, in the global two k. And we, we allow them to kind of go to those same folks with, with the offering. >>So satisfying everything that you do. What's for me as a business, whether I'm a financial services organization, I'm a hospital, I'm a retailer, what's in it for me >>As a customer? Yeah. So the, the what's in it for, for me is two things. It's speed and ease of use, which in a way are related. But, but, but you know, one is when something is provided as a service, it's much more consumable. It's instantly ready. It's like instant oatmeal, right? You just get it just ad hot water and it's there. Yep. So the world of of it has moved from owning large data centers, right? That used to be like 25 years ago and running those data centers better than everybody else to move to let me just consume a data center in the form of a cloud, right? So satisfying the cloud part of the data center. Now people are saying, well I expect that for software and services and I don't want it just from the public cloud, I want it from my own IT department. >>This is old news. And so the, the, the big news here is how fast Kubernetes has kind of moved everything. You know, you take a lot of these changes, Kubernetes is a poster child for things happening faster than the last wave. And in the last couple of years I would say that as a service model has really kind of thrived in the world of Kubernetes. And developers want to be able to get it fast. And the second thing is they want to be able to operate it fast. Self-service is the other benefit. Yeah. So speed and self-service are both benefits of, of >>This. Yeah. And, and the thing that's come up clearly in the cube, this is gonna be part of the headlines we'll probably end up getting a lot of highlights from telling my team to make a note of this, is that developers are gonna be be the, the business if you, if you take digital transformation to its conclusion, they're not a department that serves the business, they are the business that means Exactly. They have to be more productive. So developer productivity has been the top story. Yes. Security as a serves all these things. These are, these are examples to make developers more productive. But one of the things that came up and I wanna get your reaction to is, is that when you have disruption and, and the storage vision, you know what disruption it means. Cuz there's been a whole discussion around disruptive operations. When storage goes down, you have back m dr and failover. If there's a disruption that changes the nature of invisible infrastructure, developers want invisible infrastructure. That's the future steady state. So if there's a disruption in storage >>Yeah. It >>Can't affect the productivity and the tool chains and the workflows of developers. Yep. Right? So how do you guys look at that? Cuz you're a critical component. Storage is a service is a huge thing. Yeah. Storage has to, has to work seamlessly. And let's keep the developers out of the weeds. >>John. I think what, what what you put your finger on is another huge trend in the world of Kubernetes where at Cube Con, after all, which is really where, where all the leading practitioners both come and the leading vendors are. So here's the second trend that we are leading and, and actually I think it's happening not just with us, but with other, for folks in the industry. And that is, you know, the world of DevOps. Like DevOps has been such a catchphrase for all, all of us in the industry last five years. And it's been both a combination of cultural change as well as technology change. Here's what the latest is on the, in the world of DevOps. DevOps is now crystallized. It's not some kind of mysterious art form that you read about how people are practicing. DevOps is, it's broken into two, two things now. >>There is the platform part. So DevOps is now a bunch of platforms. And the other part of DevOps is a bunch of practices. So a little bit on both these, the platforms in the world of es there's only three platforms, right? There's the orchestration platforms, the, you know, eks, the open ships of the world and so on. There are the data management platforms, pro people like Port Works. And the third is security platforms, right? You know, Palo Alto Networks, others Aqua or all in this. So these are the three platforms and there are platform engineering teams now that many of our largest customers, some of the largest banks, the largest service providers, they're all operating as a ES platform engineering team. And then now developers, to your point, developers are in the practice of being able to use these platforms to launch new services. So the, the actual IT ops, the ops are run by developers now and they can do it on these platforms. And the platform engineering team provide that as an ease of use and they're there to troubleshoot when problems happen. So the idea of DevOps as a ops practice and a platform is the newest thing. E and, and ports and pure storage leading in the world of data management platforms >>There. Talk about a customer example that you think really articulates the value that Port Works and Pure Storage delivers from a data management perspective. >>Yeah, so there's so many examples. One of the, one of the longest running examples we have is a very, very large service provider that, you know, you all know and probably use, and they have been using us in the cable kinda set box or cable box business. They get streams of data from, from cable boxes all over the world. They collected all in a centralized large kind of thing and run elastic search and analytics on it. Now what they have done is they couldn't keep up with this at the scale and the depth, right? The speed of, of activity and the distributed nature of the activity. The only way to solve this was to use something like Kubernetes manage with Spark coming, bringing all the data in to deep, deep, deep silos of storage, which are all running not even on a sand, but on kind of, you know, very deep terabytes and terabytes of, of storage. So all of this is orchestrated with the Heco coworks and there's a platform engineering team. We are building that platform for them with some of these other components that allows them to kind of do analytics and, and make some changes in real time. Huge kind of setup for, for >>That. Yeah. Well, you guys have the right architecture. I love the vision. I love what you guys are doing. I think this is right in line with Pures. They've always been disruptors. I remember when we first interviewed the CEO when they started Yep. They, they stayed on path. They didn't waiver. EMC was the big player. They ended up taking their lunch and dinner as well and they beat 'em in the marketplace. But now you got this traction here. So I have to ask you, how's the business, what's the results look like? Either GM cloud native business unit of a storage company that's transformed and transforming? >>Yeah, you know, it's interesting, we just hit the two year anniversary, right John? And so what we did was just kind of like step back and hey, you know, we're running so hard, you just take a step back. And we've tripled the business in the two years since the acquisition, the two years before and, and we were growing through proven. So, you know, that that's quite a fe and we've tripled the number of people, the amount of engineering investments we have, the number of go to market investments have, have been, have been awesome. So business is going really well though, I will say. But I think, you know, we have, we can't be, we we're watching the market closely. You know, as a former ceo, I, you have to kind of learn to read the tea leaves when you invest. And I think, you know, what I would say is we're proceeding with caution in the next two quarters. I view business transformation as not a cancelable activity. So that's the, that's the good news, right? Our customers are large, it's, >>It's >>Right. All they're gonna do is say, Hey, they're gonna put their hand, their hand was always going right on the dial. Now they're kind of putting their hand on the dial going, hey, where, what is happening? But my, my own sense of this is that people will continue to invest through it. The question is at what level? And I also think that this is a six month kind of watch, the watch where, where we put the dial. So Q4 and q1 I think are kind of, you know, we have our, our watch kind of watch the market sign. But I have the highest confidence. What >>Does your gut tell you? You're an entrepreneur, >>Which my, my gut says that we'll go through a little bit of a cautious investment period in the next six months. And after that I think we're gonna be back in, back full, full in the crazy growth that we've always been. We're gonna grow by the way, in the next think >>It's core style. I think I'm, I'm more bullish. I think there's gonna be some, you know, weeding out of some overinvestment pre C or pre bubble. But I think tech's gonna continue to grow. I don't see >>It's stopping. Yeah. And, and the investment is gonna be on these core platforms. See, back to the platform story, it's gonna be in these core platforms and on unifying everything, let's consume it better rather than let's go kind of experiment with a whole bunch of things all over the map, right? So you'll see less experimentation and more kind of, let's harvest some of the investments we've made in the last couple >>Of years and actually be able to, to enable companies in any industry to truly be data companies. Because absolutely. We talked about as a service, we all have these expectations that any service we want, we can get it. Yes. There's no delay because patients has gone Yeah. From the pandemic. >>So it is kind of, you know, tightening up the screws on what they've built. They, you know, adding some polish to it, adding some more capability, like I said, a a a, a combination of harvesting and new investing. It's a combination I think is what we're gonna see. >>Yeah. What are some of the things that you're looking forward to? You talked about some of the, the growth things in the investment, but as we round out Q4 and head into a new year, what are you excited about? >>Yeah, so you know, I mentioned our, as a service kind of platform, the global two K for us has been a set of customers who we co-create stuff with. And so one of the other set of things that we are very excited about and announcing is because we're deployed at scale, we're, we're, we have upgraded our backend. So we have now the ability to go to million IOPS and more and, and for, for the right backends. And so Kubernetes is a add-on which will not slow down your, your core base infrastructure. Second thing that that we, we have is added a bunch of capability in the disaster recovery business continuity front, you know, we always had like metro kind of distance dr. We had long distance dr. We've added a near sync Dr. So now we can provide disaster recovery and business continuity for metro distances across continents and across the planet. Right? That's kind of a major change that we've done. The third thing is we've added the capability for file block and Object. So now by adding object, we're really a complete solution. So it is really that maturity of the business Yeah. That you start seeing as enterprises move to embracing a platform approach, deploying it much more widely. You talked about the early majority. Yeah. Right. And so what they require is more enterprise class capability and those are all the things that we've been adding and we're really looking forward >>To it. Well it sounds like tremendous evolution and maturation of Port Works in the two years since it's been with Pure Storage. You talked about the cultural alignment, great stuff that you're achieving. Congratulations on that. Yeah. Great stuff >>Ahead and having fun. Let's not forget that, that's too life's too short to do. It is right. >>You're right. Thank you. We will definitely, as always on the cube, keep our eyes on this space. Mur. Meley, it's been great to have you back on the program. Thank you for joining, John. >>Thank you so much. It's pleasure. Our, >>For our guests and John Furrier, Lisa Martin here live in Detroit with the cube about Coan Cloud Native Con at 22. We'll be back after a short break.
SUMMARY :
So far we're talking all things, Well, not all things Kubernetes so much more than that. crossing over, it's crossing the CADs and with that you're seeing security concerns. Great to have you back really? Yeah, absolutely. So I was looking on the website, number one in Kubernetes storage. And in the world of Kubernetes, it's a sign of that maturity that and made as a service, the more ready to consume it is. Storage are big part of the game right now as well as these environments. And so the cultural fit with, with Pure is fantastic. You were, you weren't just an asset for customers that is at the heart of, you know, purest 10,000 strong customer base, So satisfying everything that you do. So satisfying the cloud part of the data center. And in the last couple of years I would say that So developer productivity has been the top story. And let's keep the developers out of the weeds. So here's the second trend that we are leading and, There's the orchestration platforms, the, you know, eks, Talk about a customer example that you think really articulates the value that Port Works and Pure Storage delivers we have is a very, very large service provider that, you know, you all know I love the vision. And so what we did was just kind of like step back and hey, you know, But I have the highest confidence. We're gonna grow by the way, in the next think I think there's gonna be some, you know, weeding out of some overinvestment experimentation and more kind of, let's harvest some of the investments we've made in the last couple From the pandemic. So it is kind of, you know, tightening up the screws on what they've the growth things in the investment, but as we round out Q4 and head into a new year, what are you excited about? of capability in the disaster recovery business continuity front, you know, You talked about the cultural alignment, great stuff that you're achieving. It is right. it's been great to have you back on the program. Thank you so much. For our guests and John Furrier, Lisa Martin here live in Detroit with the cube about Coan Cloud
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Murli Thirumale, Portworx by Pure Storage | KubeCon + CloudNativeCon NA 2022
>>Good afternoon and welcome back to Detroit, Lisa Martin here with John Furrier. We are live day two of our coverage of Coan Cloud Native, Con North America. John, we've had great conversations. Yeah. All day yesterday. Half a day today. So far we're talking all things, Well, not all things Kubernetes so much more than that. We also have to talk about storage and data management solutions for Kubernetes projects, cuz that's obviously critical. >>Yeah, I mean the big trend here is Kubernetes going mainstream has been for a while. The adopt is crossing over, it's crossing the CADs and with that you're seeing security concerns. You're seeing things being gaps being filled. But enterprise grade is really the, the, the story. It's going enterprise, that's managed services, that's professional service, that's basically making things work at scale. This next segment hits that, that part, and we're gonna talk about it in grade length >>With one of our alumni morale to Molly is back VP and GM of Port Work's peer Storage. Great to have you back really? >>Yeah, absolutely. Delightful to >>Be here. So I was looking on the website, number one in Kubernetes storage. Three years in a row. Yep. Awesome. What's Coworks doing here at KU Con? >>Well, I'll tell you, we, our engineering crew has been so productive and hard at work that I almost can't decide what to kind of tell you. But I thought what, what, what I thought I would do is kind of tell you that we are in forefront of two major trends in the world of es. Right? And the, the two trends that I see are one is as a service, so is trend number one. So it's not software eating the world anymore. That's, that's old, old, old news. It's as a service, unifying the world. The world wants easy, We all are, you know, subscribers to things like Netflix. We've been using Salesforce or other HR functions. Everything is as a service. And in the world of Kubernetes, it's a sign of that maturity that John was talking about as a platform that now as a service is the big trend. >>And so headline number one, if you will, is that Port Works is leading in the data management world for the Kubernetes by providing, we're going all in on easy on as a service. So everything we do, we are satisfying it, right? So if you think, if you think about, if you think about this, that, that there are really, most of the people who are consuming Kubernetes are people who are building platforms for their dev users and their users want self service. That's one of the advantages of, of, of Kubernetes. And the more it is service size and made as a service, the more ready to consume it is. And so we are announcing at the show that we have, you know, the basic Kubernetes data management as a service, ha d r as a service. We have backup as a service and we have database as a service. So these are the three major components of data. And all of those are being made available as a service. And in fact, we're offering and announcing at the show our backup as a service freemium version where you can get free forever a terabyte of, of, you know, stuff to do for Kubernetes for forever. >>Congratulations on the announcement. Totally. In line with what the market wants. Developers want self serve, they wanna also want simplicity by the way they'll leave if they don't like the service. Correct. So that you, you know, that before we get into some more specifics, I want to Yeah. Ask you on the industry and some of the point solutions you have, what, it's been two years since the acquisition with Pure Storage. Can you just give an update on how it's gone? Obviously as a service, you guys are hitting all your Marks, developers love it. Storage a big part of the game right now as well as these environments. Yeah. What's the update post acquisition two years, You had a great offering Stay >>Right In Point Works. Yeah. So look, John, you're, you're, you're a veteran of the industry and have seen lots of acquisitions, right? And I've been acquired twice before myself. So, you know, there's, there's always best practices and poor practices in terms of acquisitions and I'm, you know, really delighted to say I think this, this acquisition has had some of the best practices. Let me just name a couple of them, right? One of them is just cultural fit, right? Cultural fit is great. Entrepreneurs, anybody, it's not just entrepreneurs. Everybody loves to work in a place they enjoy working with, with people that they, you know, thrive when they, when they interact with. And so the cultural fit with, with Pure is fantastic. The other one is the strategic intent that Pure had when they acquired us is still true. And so that goes a long way, you know, in terms of an investment profile, in terms of the ability to kind of leverage assets within the company. So Pure had kind of disrupted the world of storage using Flash and they wanted to disrupt higher up the stack using Kubernetes. And that's kind of been our role inside their strategy. And it's, it's still true. >>So culture, strategic intent. Yeah. Product market fit as well. You were, you weren't just an asset for customers or acquisition and then let the founders go through their next thing. You are part of their growth play. >>Absolutely. Right. The, the beauty of, of the kind of product market fit is, let's talk about the market is we have been always focused on the global two k and that is at the heart of, you know, purest 10,000 strong customer base, right? They have very strong presence in the, in the global two k. And we, we allow them to kind of go to those same folks with, with the offering. >>So satisfying everything that you do. What's for me as a business, whether I'm a financial services organization, I'm a hospital, I'm a retailer, what's in it for me >>As a customer? Yeah. So the, the what's in it for, for me is two things. It's speed and ease of use, which in a way are related. But, but, but you know, one is when something is provided as a service, it's much more consumable. It's instantly ready. It's like instant oatmeal, right? You just get it just adho water and it's there. Yep. So the world of of IT has moved from owning large data centers, right? That used to be like 25 years ago and running those data centers better than everybody else to move to let me just consume a data center in the form of a cloud, right? So satisfying the cloud part of the data center. Now people are saying, well I expect that for software and services and I don't want it just from the public cloud, I want it from my own IT department. >>This is old news. And so the, the, the big news here is how fast Kubernetes has kind of moved everything. You know, you take a lot of these changes, Kubernetes is a poster child for things happening faster than the last wave. And in the last couple of years I would say that as a service model has really kind of thrived in the world of Kubernetes. And developers want to be able to get it fast. And the second thing is they wanna be able to operate it fast. Self-service is the other benefit. Yeah. So speed and self-service are both benefits of, of >>This. Yeah. And, and the thing that's come up clearly in the cube, and this is gonna be part of the headlines, we'll probably end up getting a lot of highlights from telling my team to make a note of this, is that developers are gonna be be the business if you, if you take digital transformation to its conclusion, they're not a department that serves the business, they are the business that means Exactly. They have to be more productive. So developer productivity has been the top story. Yes. Security as a services, all these things. These are, these are examples to make developers more productive. But one of the things that came up and I wanna get your reaction to Yeah. Is, is that when you have disruption and, and the storage vision, you know what disruption it means. Cuz there's been a whole discussion around disruptive operations. When storage goes down, you have back DR. And failover. If there's a disruption that changes the nature of invisible infrastructure, developers want invisible infrastructure. That's the future steady state. So if there's a disruption in storage >>Yeah. It >>Can't affect the productivity and the tool chains and the workflows of developers. Yep. Right? So how do you guys look at that? Cause you're a critical component. Storage is a service, it's a huge thing. Yeah. Storage has to, has to work seamlessly. And let's keep the developers out of the weeds. >>John. I think what, what what you put your finger on is another huge trend in the world of Kubernetes where Atan after all, which is really where, where all the leading practitioners both come and the leading vendors are. So here's the second trend that we are leading and, and actually I think it's happening not just with us, but with other, for folks in the industry. And that is, you know, the world of DevOps. Like DevOps has been such a catchphrase for all of of us in the industry last five years. And it's been both a combination of cultural change as well as technology change. Here's what the latest is on the, in the world of DevOps. DevOps is now crystallized. It's not some kind of mysterious art form that you read about. Okay. How people are practicing. DevOps is, it's broken into two, two things now. >>There is the platform part. So DevOps is now a bunch of platforms. And the other part of DevOps is a bunch of practices. So a little bit on both these, the platforms in the world of es there's only three platforms, right? There's the orchestration platforms, the, you know, eks, the open ships of the world and so on. There are the data management platforms, pro people like Port Works. And the third is security platforms, right? You know, Palo Alto Networks, others Aqua are all in this. So these are the three platforms and there are platform engineering teams now that many of our largest customers, some of the largest banks, the largest service providers, they're all operating as a ES platform engineering team. And then now developers, to your point, developers are in the practice of being able to use these platforms to launch new services. So the, the actual IT ops, the ops are run by developers now and they can do it on these platforms. And the platform engineering team provide that as an ease of use and they're there to troubleshoot when problems happen. So the idea of DevOps as a ops practice and a platform is the newest thing. And, and ports and pure storage leading in the world of data management >>Platforms there. Talk about a customer example that you think really articulates the value that Port Works and Pure Storage delivers from a data management >>Perspective. Yeah, so there's so many examples. One of the, one of the longest running examples we have is a very, very large service provider that, you know, you all know and probably use, and they have been using us in the cable kind of set box or cable box business. They get streams of data from, from cable boxes all over the world. They collected all in a centralized large kind of thing and run elastic search and analytics on it. Now what they have done is they couldn't keep up with this at the scale and the depth, right? The speed of, of activity and the distributed nature of the activity. The only way to solve this was to use something like Kubernetes manage with Spark coming, bringing all the data in into deep, deep, deep silos of storage, which are all running not even on a sand, but on kind of, you know, very deep terabytes and terabytes of, of storage. So all of this is orchestrated with the he of Coworks and there's a platform engineering team. We are building that platform for them, them with some of these other components that allows them to kind of do analytics and, and make some changes in real time. Huge kind of setup for, for >>That. Yeah. Well, you guys have the right architecture. I love the vision. I love what you guys are doing. I think this is right in line with Pures. They've always been disruptors. I remember when we first interviewed the CEO and they started Yep. They, they stayed on path. They didn't waver. EMC was the big player. They ended up taking their lunch and dinner as well and they beat 'em in the marketplace. But now you got this traction here. So I have to ask you, how's the business, what's the results look like? You're a GM cloud native business unit of a storage company that's transformed and transforming. >>Yeah, you know, it's interesting, we just hit the two year anniversary, right John? And so what we did was just kind of like step back and hey to, you know, we're running so hard, you just take a step back and we've tripled the business in the two years since the acquisition, the two years before and, and we were growing through proven. So, you know, that that's quite a fee. And we've tripled the number of people, the amount of engineering investments we have, the number of go to market investments have been, have been awesome. So business is going really well though, I will say. But I think, you know, we have, we can't be, we're watching the market closely. You know, as a former ceo, I, you have to kind of learn to read the tea leaves when you invest. And I think, you know, what I would say is we're proceeding with caution in the next two quarters. I view business transformation as not a cancelable activity. So that's the, that's the good news, right? Our customers are large, >>It's >>Right. Never gonna stop prices, right? All they're gonna do is say, Hey, they're gonna put their hand, their hand was always going right on the dial. Now they're kind of putting their hand on the dial going, hey, where, what is happening? But my, my own sense of this is that people who continue to invest through it, the question is at what level? And I also think that this is a six month kind of watch, the watch where, where we put the dial. So Q4 and q1 I think are kind of, you know, we have our, our watch kind of watch the market sign. But I have the highest confidence. What >>Does your gut tell you? You're an >>Entrepreneur. My, my gut says that we'll go through a little bit of a cautious investment period in the next six months. And after that I think we're gonna be back in, back full, full in the crazy growth that we've always been. Yeah. We're gonna grow by the way, in the next, I think >>It's corn style. I think I'm, I'm more bullish. I think it's gonna be some, you know, weeding out of some overinvestment, pre covid or pre bubble. But I think tech's gonna continue to grow. I don't see >>It's stopping. Yeah. And, and the investment is gonna be on these core platforms. See, back to the platform story, it's gonna be in these lower platforms and on unifying everything, let's consume it better rather than let's go kind of experiment with a whole bunch of things all over the map, right? So you'll see less experimentation and more kind of, let's harvest some of the investments we've made in the last couple >>Of years and actually be able to, to enable companies in, in the industry to truly be data companies because absolutely. We talked about as a service, we all have these expectations that any service we want, we can get it. Yes. There's no delay because patients has gone Yeah. From the pandemic. >>So it is kind of, you know, tightening up the screws on what they've built. They, you know, adding some polish to it, adding some more capability, like I said, a, a a, a combination of harvesting and new investing. It's a combination I think is what we're gonna see. >>Yeah. What are some of the things that you're looking forward to? You talked about some of the, the growth things in the investment, but as we round out Q4 and head into a new year, what are you excited about? >>Yeah, so, you know, I mentioned our, as a service kind of platform. The global two K for us has been a set of customers who we co-create stuff with. And so one of the other set of things that we are very excited about and announcing is because we're deployed at scale, we're, we're, we have upgraded our backend. So we have now the ability to go to million IOPS and more and, and for, for the right backends. And so Kubernetes is a add-on, which will not slow down your, your core base infrastructure. Second thing that that we, we have is added a bunch of capability in the disaster recovery business continuity front, you know, we always had like metro kind of distance Dr. We had long distance dr. We've added a near sync Dr. So now we can provide disaster recovery and business continuity for metro distances across continents and across the planet. Right? That's kind of a major change that we've done. The third thing is we've added the capability for file block and Object. So now by adding object, we're really a complete solution. So it is really that maturity of the business Yeah. That you start seeing as enterprises move to embracing a platform approach, deploying it much more widely. You talked about the early majority. Yeah. Right. And so what they require is more enterprise class capability and those are all the things that we've been adding and we're really looking forward to it. >>Well it sounds like tremendous evolution and maturation of Port Works in the two years since it's been with Pure Storage. You talked about the cultural alignment, Great stuff that you are achieving. Congratulations on that. Great stuff >>Ahead and having fun. Let's not forget that that's too life's too short to do. It is. You're right. >>Right. Thank you. We will definitely, as always on the cube, keep our eyes on this space. Mur. Meley, it's been great to have you back on the program. Thank you for joining, John. >>Great. Thank you so much. It's a pleasure. Our, >>For our guests and John Furrier, Lisa Martin here live in Detroit with the cube about Cob Con Cloud native Con at 22. We'll be back after a short break.
SUMMARY :
So far we're talking all things, Well, not all things Kubernetes so much more than that. crossing over, it's crossing the CADs and with that you're seeing security concerns. Great to have you back really? Delightful to So I was looking on the website, number one in Kubernetes storage. And in the world of Kubernetes, it's a sign of that maturity that and made as a service, the more ready to consume it is. Storage a big part of the game right now as well as these environments. And so the cultural You were, you weren't just an asset for customers that is at the heart of, you know, purest 10,000 strong customer base, So satisfying everything that you do. So satisfying the cloud part of the data center. And in the last couple of years I would say that disruption and, and the storage vision, you know what disruption it means. And let's keep the developers out So here's the second trend that we are leading and, And the platform engineering team provide that as an ease of use and they're there to troubleshoot Talk about a customer example that you think really articulates the value that Port Works and Pure Storage The speed of, of activity and the distributed nature of the activity. I love the vision. And so what we did was just kind of like step back and hey to, you know, But I have the highest confidence. full in the crazy growth that we've always been. I think it's gonna be some, you know, weeding out of some overinvestment, experimentation and more kind of, let's harvest some of the investments we've made in the last couple in the industry to truly be data companies because absolutely. So it is kind of, you know, tightening up the screws on what they've the growth things in the investment, but as we round out Q4 and head into a new year, what are you excited about? of capability in the disaster recovery business continuity front, you know, You talked about the cultural alignment, Great stuff that you are achieving. Let's not forget that that's too life's too short to do. it's been great to have you back on the program. Thank you so much. For our guests and John Furrier, Lisa Martin here live in Detroit with the cube about Cob Con Cloud
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Murli Thirumale, Portworx | AWS Summit SF 2022
(upbeat music) >> Okay, welcome back everyone to theCUBE's coverage of AWS Summit 2022, here at Moscone Center live on the floor, I'm John Furry host of theCUBE, all the action day two, remember AWS Summit in New York City is coming in the summer. We'll be there as well. Got a great guest Murli Murli who's the VP and GM of Cloud Native Business Unit Portworx, been in theCUBE multiple times. We were just talking about the customer he had on Ford from Detroit, where kubernetes will be this year. >> That's right. >> Great to see you. >> Yeah, same here, John. Great to see. >> So, what's the update? Quickly this, before we get into the country, give the update on what's going on in the company, what's happening? >> Well, you know, we've been acquired by Pure Storage it's well over a year. So we've had one full year of being inside of Pure. It's been wonderful, right? So we've had a great ride so far, The products have been renewed. We've got a bunch of integrations with Pure. We more than doubled our business and more than doubled our head count. So things are going great. >> I always had a, congratulations by the way. And I was going to ask about the integration but before I get there, yeah, we've been always like play some jokes on theCUBE and because serverless is so hot, I've been using storage lists and actually saw a startup yesterday had the word networking lists in their title. So this idea of like making things easier, but me, I mean serverless of this is basically servers that make it easier. >> Yeah, yeah >> So this is kind of where we see Cloud Native going. Can you share your thoughts on how Pure and Portworx are bringing this together? Because you can almost connect the dots in my mind. So say specifically what is the Cloud Native angle with Pure? >> Yeah. So look, I'll kind of start by being captain an obvious, I guess. Just sort of stating some obvious stuff and then get to what I hope will be a little bit more new and interesting. So the obvious stuff to start with is just the fact that Cloud Native is exploding. Containers are exploding. It's kind of a well known fact that 85% of the enterprise organizations around the world are pretty much going to be deploying containers, if not already in the next couple of years, right? So one it's really happening. The, buzz is now, it's not just in the future, the hype is now. The second part of that is it's really part of that is things are going production. 56% of these organizations are in production already. And that's the number is going to climb to 80 fairly quickly. So not only is this stuff being deployed as being deployed in sort of fairly mission critical, especially Greenfield applications. So that's kind of one, right? Now, the second thing that we're seeing is as they go in into production, John, the migraines are starting, right? Customer migraines, right? It's always happens in stuff that they have not looked around the corner and anticipated. So one of them is, again, a fairly obvious one is as they go into production, they need to be able to kind of recover from some oops that happens, right? And the kinds of think about this, right? John, this stuff is rapidly changing, right? Look at how many versions of kubernetes come out on a regular basis. On top of that, you got all these app, virgins, new database virgins, new stuff, vendors like us, ourselves have new virgins. So with all these new virgins, when you put it all together the stack, sometimes misbehave. So you got to kind of, "Hey, let me go recover." Right? You have outages. So essentially the whole area of data protection becomes a lot more critical. That's the migraine that people are beginning to get now, right? They can feel the migraine coming on. The good news is this is not new stuff. People know on- >> John: The DevOps. >> Yeah. Well, and in fact it is that transition from DevOps to ITOps, right? People know that they're going into production, that they need backup and data protection and disaster recovery. So in a way it's kind of good news, bad news, the good news is they know that they need it. The bad news is, it turns out that it's kind of interesting as they go Cloud Native, the technology stack has changed. So 82% of customers who are kind of deploying Cloud Native are worried about data protection. And in fact, I'll go one step further 67% of those people have actually kind of looked at what they can get from existing vendors and are going, "Hey, this is not it. This is not going to do my stuff for me." >> And by the way, just to throw a little bit more gas on that fire is ransomware attacks. So any kind of vulnerability opening? Maybe make people are scared. >> Murli: Absolutely. >> So with- >> Murli: Its a board level topic, right? >> Yeah, and then you bring down the DevOps, which is we all know the innovation formula launch in iterate, pivot, iterate, pivot, then innovation you get the formula, all your metrics, but it's a system. >> Correct. >> Storage is part now of a system when you bring Cloud Native into it, you have a consequence if something changes. >> Murli: Correct. >> So I see that. And the question I have for you is, where are we in the stability side of it? Are we close to getting there and what's coming out to help that, is it more tooling? Because the trend is people are building tools around their Cloud Native thing. I was just talking to MongoDB and they got a database, now that's all tooling. Vertically integrate into the asset or the product, because it integrates with APIs, right? So that makes total sense. >> So I think there's kind of again, a good news, bad news there, right? There's a lot of good news, right? In the world of containers and kubernetes what are some of the good news items, right? A lot of the APIs have settled down have been defined well, CNCF has done a great job promoting that, right? So the APIs are stable, right? Second, the product feature set, have become more stable, particularly sort of the the core kubernetes product security kind of stuff, right? Now what's the bad news. The bad news is, while these things are stable they are not ready for scale in every case yet, right? And when you integrate at scale, so and typically the tipping point is around 20 to 30 nodes, right? So typically when you go beyond 20 to 30 nodes then the stuff starts to come a apart, right? Like, the wheels come off of the train and all of that. And that's typically because there's a lot of the products that were designed for DevOps, are not well suited for ITOps. So really there is a new- >> And the talent culture. >> Exactly. >> Talent and culture sometimes aren't ready or are changing. >> So it's a whole bunch of people trying to use kind of a maturing product set with skill sets that are pretty low, right? So when we get into production, then other factors come into play, high availability, right? Security, you talk about ransomware, disaster recovery backup. So these are things that are sort of, I would say not 101 problems, but 201 problems, so right? This is natural as we go to that part of the thing. And that's the kind of stuff that, Portworx and Pure Storage have been kind of focused on solving. And that's kind of been how we've made our mark in the industry, right? We've helped people really get to production on some of these different points. >> Expectation on both companies have been strong, high quality, obviously performance on Pure side from day one, just did a great job with the products. Now, when you go into Cloud Native you have now this connection okay. To the customer, again I think huge point on the changing landscape. How do you see that IT to DevOps emerging? Because the trend that we're seeing is, abstracting way the complexities of management. So I won't say managed services are more of a trend, they've always been around but the notion of making it easier for customers. >> Yep, absolutely right. >> Super important. So can you guys share what you guys are doing to make it easier because not everyone has a DevOps team. >> Yeah, so look, the number one way things are made more easy, is to make it more consumable by making it as a service. So this is one of the things, here we are, at AWS Summit, right? And delighted to be here by the way. And we have a strategic alliance with with AWS, and specifically, what we're here to announce really is that we're announcing a backup as a SaaS product. Coming up in a few weeks we're going to be giing running on AWS as a service integrated with AWS. So essentially what happens is, if you have a containerized set of applications you're deploying it on EKS, ECS, AWS, what have you. We will automatically provide the ability for that to be backed up scaled and to be very, very container granular, very app specific, right? Yeah, so it's designed specifically for kubernetes. Now here's the kind of key thing to say, right? Backup's been around for a long time. You've interviewed, tons of backup people in the past. But traditional backup is just not going to work for kubernetes. And it's very simple if you think about it, John. >> John: And why is that? >> It's a very simple thing, right? Traditional backup focuses on apps and data, right? Those are the two kind of legs of that. And they create catalogs and then do a great job there. Well, here's, what's happened with Cloud Native. You have a thing inserted in the middle called kubernetes. So when you take a snapshot, I'm now kind of going into a specific kind of, world of storage, right? When you take a snapshot, what Portworx does is we take a 3D snapshot. What you really need to recover, from a backup situation where, you want to go back to the earlier stage to be kubernetes specific, you need a app snapshot, snapshot of the kubernetes spec, pod spec, And third of snapshot of the data. Well, traditional, backup folks are not taking that middle snapshot. So we do a 3D snapshot and we recover all three which is really what you need to be able to kind of like get backed up, get recovered in minutes. >> Okay and so the alternative to not doing that is what? What will happen? >> You To do that, to do your old machine level backup? So what happens with traditional backups are typically VM level or machine level, right? So you're taking a snapshot of the whole kind of machine and server or VM setup and then you recover all of that, and then you run kubernetes on that and then you try to recover it- >> John: To either stand everything up again. >> Yeah, yeah. >> John: Pretty much. >> Yeah. Whereas, what do most people want to do? This is a very different use case, by the way, right? How does this work? What people are doing for kubernetes is they're not doing archival kind of backup. What they're doing is real time, right? You're running an ops. Like I said, you got an oops, "Hey, a new release for one of the new databases then work right? Boom! I want to just go back to like yesterday, right? So how do I do that? Well, here you can just go back for that one database, one app, and recover back to that. So it's operational backup and recovery as opposed to archival backup and recovery. So for that, to be able to recover in seconds, right? You need to be, he kind of want integrated with AWS which is what we are. So it's integrated, it's automated, and it's very, very container granular. And so these three things are the things that make it sort of, very specific way. >> I love the integration story. 'Cause I think that's the big mega trend we're seeing now is is that integrating in. And, but again, it's a systems concept. It's not standalone storage, detached storage. >> Murli: Exactly. >> It's always, even though it might be decoupled a little bit it's glued together through say- >> John, you said it right. The easy button is for the system, right? Not for the individual component. Look, all of us vendors in this ecosystem are going around framing, having a being easy. But when we say that, what do we mean? We mean, oh, I'm easy to use. Well that doesn't help the user. Who's got to put all this stuff together. So it's really kind of making that stack work. >> This is easy to use, but it made these things more complex. This is what we do in the enterprise solve complexity with more complexity. >> Putting the problem to the other guy. Yeah. So it's that end to end ease of use is kind of what I would say, is the number one benefit, right? One it's container specific and designed for kubernetes. And second, it really, really is easy. >> Well, I really like the whole thing and I want to get your thoughts as we close out, what should people know about Pure and Portworx's relationship now and in the Amazon integration, what's the new narrative the north Star's still the same? High performance store, backup, securely recover and deliver the data in whatever mechanism we can. That north Star's clear, never changes, which is great. I feel love about Pure and Cloud Native. It's just taking the blockers away- >> I think the single biggest thing I would say, is all of these things, what we're turning into it is as a service offering. So if we're going to backup as a service our Portworx product now is going to be the Portworx enterprise Pure Storage product is going to be offered as a service. So with, as a service, it's easy to consume. It's easy to deploy. It's fully automated. That's the kind of the single biggest aha! Especially for the folks who are deploying on AWS today, AWS is well known for being easy to use. It's kind of fully automated. Well here, now you have this functionality for Cloud Native workloads. >> Final question, real quick, customer reaction so far, I'm assuming marketplace integration, buying terms, join selling, go to market? >> So yeah, it is integrated billing and all of that is part of that kind of offering, right? So when we say easy, it's not just about being easy to use it's about being easy to buy. It's being easy to expand all of that and scaling. Yeah. And being able to kind of automatically or automagically as I like to say, scale it, right? So all of that is absolutely part of it, right? So it is really kind of... It's not about having the basics anymore. We've been in the market now for six, seven years, so right? We have sort of an advanced offering that not only knows what customer want but anticipates what ones can expect and that's a key difference. >> I was talking to Dr. Matt Wood real quick. I know we got to wrap up on the schedule, but earlier today about AI and business analytics division's running and we were talking about serverless and the impact of serverless. And he really kind of came down the same lines where you are with the storage and the cloud data which is, "Hey, some people just want storage and the elastic leap analytics without all the under the cover stuff." Some people want to look under the covers, fine whatever choice. So really two things, so. >> Yeah, yeah. All the way from you can buy the individual components or you can buy the as a service offering, which just packages it all up in a on easy to consume kind of solution, right? >> Final, final question. What's it like at Pure everything going well, things good? >> We love it, man. I'll tell you these folks have welcomed us with open arms. And look, I've been acquired twice before. And I say this, that one of the key linchpins to a successful integration or acquisition is not just the strategic intent that always exists but really around a common culture. And, we've been blessed. I think the two companies have a strong common culture of being customer first, product excellence, and team wins every time. And these three things kind of have pulled us together. It's been a pleasure. >> One of the benefits of doing the queue for 13 years is that you get the seats things. Scott came on the queue to announce Pure Storage on theCUBE, cuz he was a nobody else. There was, oh, you're never going to get escape Velocity, EMC's going to kill, you never owned you. Nope. >> Well, we're talking about marketplaces and theCUBE is the marketplace of big announcements, John. So this is, delighted- >> Announcements. >> Yeah. Yeah. Well that was the AWS announcement. Yeah. So that's, that is big >> Final words, share the audience. What's what to expect in the next year for you guys? What's the big come news coming down? What's coming around the corner? >> I think you can expect from from Pure and Portworx the as a service set of offerings around, HADR backup, but also a brand new stuff, keep an eye out. We'll be back with John. I hope that talking about this is data services. So we have a Portworx data service product that is going to be announced. And it's magic. It's allowing people to deploy databases in a very, very, it's the easy button for database deployment. >> Congratulations on all your success. The VP and General Manager of the Cloud Native Business Unit. >> You make it sound bigger than it actually is, John. >> Thanks for coming on. Appreciate it. >> Thanks. >> Okay theCUBE coverage be back for more coverage. You're watching theCUBE here, live in Moscone on the ground at an event AWS Summit 2022. I'm John Furrier. Thanks for watching. (upbeat music)
SUMMARY :
is coming in the summer. So things are going great. about the integration connect the dots in my mind. So the obvious stuff to start with the good news is they And by the way, just to bring down the DevOps, when you bring Cloud Native into it, And the question I have for you is, So the APIs are stable, right? Talent and culture sometimes And that's the kind of stuff but the notion of making So can you guys share what you guys Yeah, so look, the number one way Those are the two kind of legs of that. John: To either stand So for that, to be able to I love the integration story. The easy button is for the system, right? This is easy to use, So it's that end to end ease of use and deliver the data in That's the kind of the single biggest aha! So all of that is absolutely and the impact of serverless. All the way from you can buy What's it like at Pure everything is not just the strategic intent Scott came on the queue to is the marketplace of So that's, that is big the next year for you guys? it's the easy button of the Cloud Native Business Unit. You make it sound bigger Thanks for coming on. on the ground at an event AWS Summit 2022.
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Matt Kixmoeller, Pure Storage & Michael Ferranti, Portworx | Kubecon + CloudNativeCon NA 2020
>> Narrator: From around the globe, it's theCUBE. With coverage of KubeCon and CloudNativeCon North America 2020, virtual. Brought to you by Red Hat, the Cloud Native Computing Foundation and ecosystem partners. >> Hi, I'm Joep Piscaer. Welcome to theCUBEs coverage of KubeCon, CloudNativeCon 2020. So I'm joined today by Matt Kixmoeller, he's VP of strategy at Pure Storage, as well as Michael Ferranti, he's the senior director of product marketing at Portworx now acquired by Pure Storage. Fellows, welcome to the show. >> Thanks here. >> I want to start out with you know , how about the lay of the land of storage in the Cloud Native space in the Kubernetes space. You know, what's hard? what's happening? What are the trends that you see going on? Matt, if you could shed some light on that for me? >> Yeah, I think you know, from a Pure point of view obviously we just told customers will they maturing their comprehensive deployments and particularly leaning towards persistant, you know applications and so you know we noticed within our customer base that there was quite a lot of deployments of a Portworx on Pure Storage. And that inspired us to start talking to one another you know, almost six plus months ago that eventually ended in us bringing the two companies together. So it's been a great journey from the Pure point of view, bringing Portworx into the Pure family. And, you know, we're working through now with our joint customers, integration strategies and how to really broaden the use of the technology. So that's quite exciting times for us. >> And of course, it's good to hear that the match goes beyond just the marketing color, like the brand color. >> Absolutely. Yeah. I mean, the fact that both companies were orange and you know, their logo looked like kind of a folded up version of ours, just started things off on the right foot >> A match made in heaven, right? So I want to talk a little bit about you know, the acquisition, what's happened there and especially, you know looking at Portworx as a company, and as a product set, it's fairly popular in the cloud community. A lot of traction with customers. So I want to zoom in on the acquisition itself and kind of the roadmap going forward merging the two companies and adding Portworx to that Pure portfolio. Matt, if you could shed some light on that as well. >> Yeah. Why don't I start and then Michael can jump in as well? So, you know, we at Pure had been really working for years now to outfit our all flash storage arrays for the container use case and shipped a piece of software that we call PSO. That was really a super CSI driver that allowed us to do intelligent placement of you know, persistent volumes on Pure arrays. But the more time we spent in the market, the more we just started to engage with customers and realized that there were a whole number of use cases that didn't really want a hardware based solution, you know. They either wanted to run completely in the cloud, hybrid between on-prem and cloud and leverage bare metal hardware. And so you know, we came to the conclusion that you know, first off, although positioning arrays for the market was the right thing to do, we wouldn't really be able to serve the broader needs restoratively for containers, if you did that. And then, you know, the second thing I think was that we heard from customers that they wanted a much richer data management stack. You know, it's not just about providing the business versus the volume for the container, but you know, all the capabilities around snapshoting and replication and mobilization and mobility between on-prem and cloud were necessary. And so, you know, Portworx we bought to bear not only a software based solution into our portfolio, but really that full data management stack platform in addition to just storage. And so as we look to integrate our product lines you know, we're looking to deliver a consistent experience for data management, for Kubernetes whatever infrastructure customer would like to, whether they want to run on all flash arrays, white box servers, bare metal, VMs or on cloud storage as well. You know, all of that can have a consistent experience with the Portworx platform. >> Yeah, and because you know, data management especially in this world of containers is you know, it's a little more difficult it's definitely more fragmented across you know, multiple clouds, multiple cloud vendors, multiple cloud services, multiple instances of a service. So the fragmentation has you know, given IT departments quite the headache in operationally managing all that. So Michael you know, what's kind of the use case for Portworx in this fragmented cloud storage space. >> Yeah. It's a great question. You know, the used cases are many and varied, you know to put it in a little bit of historical perspective you know, I've been attending coupons either (indistinct) for about five or six years now, kind of losing count. And we really started seeing Kubernetes as kind of an agile way to run CI/CD environments and other test dev environments. And there were just a handful of customers that were really running production workloads at the very, very beginning. If you fast forward to today, Kubernetes is being used to tackle some of the biggest central board level problems that enterprises face, because they need that scale and they need that agility. So you know, COVID's accelerated that. So we see customers say in the retail space, who are having to cope with a massive increase in traffic on their website. People searching for kind of you know, the products that they can't find anywhere else. Are they available? Can I buy them online? And so they're re-architecting those web services to use often open source databases in this case Elasticsearch, in order to create a great user experiences. And they're managing that across clouds and across environments using Kubernetes. Another customer that I would say kind of a very different use case but also one that matches that scale would be Esri which unfortunately the circumstances of becoming a household name are a lot of the covert tracking ArcGIS system to keep track of, tracing and outbreaks. They're running that service in the cloud using Portworx. And again, it's all about how do we reliably and agilely deploy applications that are always available and create that experience that our customers need. And so we see kind of you know, financial services doing similar things healthcare, pharmaceutical, doing similar things. Again, the theme is it's the biggest business problems that we're using now, not just the kind of the low hanging fruit as we used to talk about. >> Yeah exactly. Because you know storage, is it a lot of the times it's kind of a boiler plate functionality you know, it's there it works. And if it doesn't, you know, the problem with storage in a cloud data space is that fragmentation right? Is that enormous you know, on the one hand that you don't have a scale on the other hand, the tons of different services that can hold data that need protecting as well as data management. So I want to zoom in on a recent development in the Portworx portfolio where the PX backup product has spun out its own little product. You know, what's the strategy there, Michael? >> Yeah, so I think, you know fundamentally data protection needs to change in a Kubernetes context. The way in which we protected applications in the past was very closely related to the way in which we protected servers. Because we would run one app per server. So if we protected the server our application was protected. Kubernetes breaks that model now an individual application is made up of dozens or hundreds of components that are spread across multiple servers. And you have container images, you have configuration I mean you have data, and it's very difficult for any one person to understand where any of that is in the cluster at any given moment. And so you need to leverage automation and the ability for Kubernetes to understand where a particular set of components is deployed and use that Kubernetes native functionality to take what we call application aware backups. So what PX backup provides is data protection engineered from the ground up for this new application delivery model that we see within Kubernetes. So unlike traditional backup and recovery solutions that were very machine focused, we can allow a team to back up a single application within their Kubernetes cluster, all of the applications in a namespace or the entire cluster all at once, and do so in a self-service manner where integrated with your corporate identity systems individuals can be responsible for protecting their own applications. So we marry kind of a couple of really important concepts. One is kind of the application specific nature of Kubernetes the self service desire of DevOps teams, as well as with the page you go model, where you can have this flexible consumption model, where as you grow, you can pay more. You don't have to do an upfront payment in order to protect your Kubernetes applications. >> Yeah. I think one key thing that Michael hit on was just how this obligation is designed to fit like a glove with the Kubernetes admin. I see a lot of parallels to what happened over a decade ago in the VMware space when you know, VMware came about they needed to be backed up differently. And a little company called Veem built a tool that was purpose-built for it. And it just had a really warm embrace by the VMware community because it really felt like it was built for them, not some legacy enterprise backup application that was forced to fit into this new use case. And you know, we think that the opportunity is very similar on Kubernetes backup and perhaps the difference of the environment is even more profound than on the VMware side where you know, the Kubernetes admin really wants something that fits in their operational model, deploys within the cluster itself, backs up to object storage. Is just perfect purpose-built for this use case. And so we see a huge opportunity for that, and we believe that for a lot of customers, this might be the easiest place for them to start trying to Portworx portfolio. You know, you've got an existing competitors cluster download this, give it a shot, it'll work on any instructions you've got going with Kubernetes today. >> And especially because, you know, looking at the kind of breakdown of Kubernetes in a way data is, you know, infrastructure is provisioned. Data is placing in cloud services. It's no longer the cluster admin necessarily, that gets to decide where data goes, what application has access to it, you know, that's in the hands of the developers. And that's a pretty big shift you know, it used to be the VI admin the virtualization admin that did that, had control over where data was living, where data was accessed out, how it was accessed. But now we see developers kind of taking control over their infrastructure resources. They get to decide where it runs, how it runs what services to use, what applications to tie it into. So I'm curious, you know, how our Portworx and PX backup kind of help the developer stay in control and still have that freedom of choice. >> Yeah, we think of it in terms of data services. So I have a database and I needed to be highly available. I needed to be encrypted, backed up. I might need a DR. An off site DR schedule. And with Portworx, you can think about adding these services HA, security, backup, capacity management as really just I want to check a box and now I have this service available. My database is now highly available. It's backed up, it's encrypted. I can migrate it. I can attach a backup schedule to it. So 'cause within a Kubernetes cluster some apps are going to need that entire menu of services. And some apps might not need any of those services because we're only in Testa phage, everything is multiplexed into a single cluster. And so being able to turn off and turn on these various data services is how we empower a developer, a DevOps team to take an application all the way from test dev, into production, without having to really change anything about their Kubernetes deployments besides, you know, a flag within their YAML file. It makes it really, really easy to get the performance and the security and the availability that we were used to with VM based applications via that admin now within Kubernetes. >> So Matt, I want to spend the last couple of minutes talking about the bigger picture, right? We've talked about Portworx, PX backup. I want to take a look at the broader storage picture of cloud native and kind of look at the Pure angle on the trends on what you see happening in this space. >> Yeah absolutely. You know, a couple of high-level things I would, you know, kind of talk about, you know, the first buzz that I think, you know hybrid cloud deployments are the de facto now. And so when people are picking storage, whether they be you know, a storage for a traditional database application or next gen application, cloud native application, the thought from the beginning is how do I architect for hybrid? And so you know, within the Pure portfolio, we've really thought about how we build solutions that work with cloud native apps like Portworx, but also traditional applications. And our cloud block store allows you know, those to be mobilized to the cloud without, with minimal re-architecture. Another big trend that we see is the growth of object storage. And, you know if you look at the first generation of object storage, object storage is what? 15 plus years old and many of the first deployments were characterized by really low costs low performance, kind of the last retention layer if you will, for unimportant content. But then this web application thing happens and people started to build web apps that used object storage as their primary storage. And so now, as people try to bring those cloud native applications on-prem and build them in a multicloud way there's a real growth in the need for you know, high-performance kind of applications object storage. And so we see this real change to the needs and requirements on the object storage landscape. And it's one that in particular, we're trying to serve with our FlashBlade product that provides a unified file and object access, because many of those applications are kind of graduating from file or moving towards object, but they can't do that overnight. And so being able to provide a high-performance way to deliver unstructured data (indistinct) object files solve is very strategic right now. >> Well, that's insightful. Thanks. So I want to thank you both for being here. And, you know, I look forward to hearing about Portworx and Pure in the future as is acquisition. You know, it integrates and new products and new developments come out from the Pure side. So thanks both for being here and thank you at home for watching. I'm Joep Piscaer, thanks for watching the theCUBE's coverage of KubeCon CloudNativeCon 2020. Thanks. >> Yeah. Thanks too. >> Yeah. Thank you. (gentle music)
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Brought to you by Red Hat, he's the senior director What are the trends that you see going on? Yeah, I think you know, beyond just the marketing and you know, their logo looked like and kind of the roadmap going forward And so you know, we came So the fragmentation has you know, And so we see kind of you know, And if it doesn't, you know, One is kind of the application And you know, we think and PX backup kind of help the developer and the availability that we were used to and kind of look at the the need for you know, And, you know, I look forward to hearing
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Charles Giancarlo, Pure Storage and Murli Thirumale, Portworx | CUBE Conversation, September 2020
from the cube studios in palo alto in boston connecting with thought leaders all around the world this is a cube conversation hi everybody this is dave vellante thecube and we have some news for you pure storage has acquired portworx the kubernetes specialist for 370 million dollars in an all-cash transaction charlie giancarlo is here he's the ceo of pure storage and he's joined by merlin theorem alley who is the ceo of portworx gentlemen good to see you thanks for coming on thank you dave thanks for having us so charlie uh the transaction all cash transaction north of 300 million your biggest transaction uh ever your biggest acquisition uh give us give us the hard news yeah well the the hard news is uh easy news for our customers we're bringing together uh two great companies uh pure as you know the the leader in technology and uh data storage and management and we're bringing together in uh to our team uh the port works team that is the has been the leader uh in container orchestrated uh storage systems and uh it really is gonna match uh you know the existing and and uh legacy uh hardware and application environment to the new environment of containers and we couldn't be more excited so to so tell us you know what was the rationale the sort of thesis behind the acquisition what are you hoping to accomplish charlie yeah you know uh containers is the way that uh applications are going to be developed in the future uh with with no doubt and uh containers utilize storage differently than traditional application environments whether those are rvms or even bare metal application environments and uh because of that it's a very new way of of handling data management the other thing we saw was a philosophy within um portworx very similar to pure of building cloud everywhere and make it look the same whether it's in a private data center or in the uh public uh cloud environment and so by bringing these two things together we create a very consistent environment for uh for customers whether they're utilizing and going with their existing application environment or with the new container environment for their new applications so merlin let me go to you first of all congratulations you know this isn't your your your first uh nice exit we we've known each other for a long time so so that's fantastic for you and the team uh so so bring us up to date on kind of where the company you know started and and where it's gone and and why you feel like this is such a good fit and a good exit for portworx well let's start with the company you know we've been uh at this for uh five and a half years almost six now and we started with these the very premise that that as containers were beginning to be deployed and apps started to kind of be seen everywhere containerized that data agility needed to match the app agility that people were getting from containers and that was something that was missing and so one of the things we did was really kind of take an entirely different approach to storage we turned kind of storage on its head and and designed it from the app down and effectively what we did was leverage kubernetes which was being used really until then to orchestrate really just the container part of the of this system to start orchestrating data and storage as well so northbound you know we containers are being orchestrated or orchestrated by kubernetes to manage the apps and southbound portworx now added the ability to manage data with kubernetes and what that's resulted in dave is that you know uh in in the last several years we've gained 160 customers uh household names right comcast t-mobile lufthansa ge roblox uh rbc who have all sort of deployed us in production and and really kind of built a leadership position in the ability to aid digital transformation uh of you know which customers are going through with containers hey guys i wonder if you could bring up that the chart uh i want to just introduce some etr data here so so this is one of our favorite views x y view the vertical axis is spending momentum when what we call net score higher the better and the vert and the horizontal axis is is market share and you can see i've outlined with that little pink area container orchestration and container platforms and you can see it's very elevated right there with machine learning and ai a little bit above cloud computing right there with robotic process automation this is the april survey of 1200 uh respondents uh the july survey you know robotic process automation bumps up a little bit which changes the shape but i wanted to show this picture to really explain to our audience the you know the popularity and this is where people are investing and charlie you can see storage kind of you know right there in the in the middle and you it seems to me you're now connecting the dots to containers which are gonna disperse everywhere we often think of containers sometimes as a separate thing but it's not i mean it's embedded into the entire stack i wonder if you can talk containers are just the next generation way of of building applications right and one of the great things about uh containers when you build an app on containers it becomes what's known as portable you know it can operate in the cloud it can operate on your own hardware inside your own data center and of course pure is known for making data portable as well between both private data centers and hyperscalers such as aws and uh and azure so by bringing this together making it possible not just for as we talked about container based applications but also for existing uh application environments whether those are vm or bare metal you know we create a very flexible portable environment i wonder if we could talk merely about you know just sort of the evolution of i mean vms and then and obviously containers the you know the virtual machines when we were spinning them up in the early days storage was like the second class citizen and then through a series of integrations and you know hard work you had you know storage much more native but every vm is is is kind of fat right it's sharing the same uh or has its own operating system my understanding is containers they could share a single operating system uh and and so but talk a little bit more first of all is that right and where does storage fit in in containers i mean we think of them at least at least in the early days as ephemeral uh but you're solving a different problem of persistence maybe talk about that that problem that you're solving sure dave i think you know you characterize this as uh the right way right there's kind of vms uh that have dominated sort of in in the world of infrastructure for for for the last 10 15 years now but what what is really happening here is a little bit more profound right really is if you think about it this is the transformation of a data center from being very very machine centric which is sort of the look back view of the world to being much more application centered going forward and this is being accomplished not just by you know what charlie talked about which is applications being deployed in containers but by the evolution of using kubernetes now as the new control plane for the data center so in in the last couple of years something amazing has happened right people have adopted containers and in doing so they've realized they need to orchestrate these containers and lo and behold they've kind of deployed kubernetes as they've done that they've begun to recognize that kubernetes now gives them a an amazing capability they can now let everything be application driven so kubernetes is now the new app defined control plane for the for the data center just like vms and vmware was the you know the kind of compute centered machine defined data center of the past so we're one of those modern day companies for the modern you know digital transformation stack and it doesn't just mean it's just not just products like portworx but other products in there right whether it's a rancher an open shift or or security solutions that are extensions of kubernetes so to your point what we've done is we've taken kubernetes and extended it to managing storage and data and we're doing that in a way that allows it to be fully distributed completely automated and in fact what happens is now the management of of the app and the data go hand in hand at the same time you don't have these separation of sort of responsibilities so the person who is really our buyer and buying set is a very different buyer than traditional storage and you know you know traditional storage i've talked to you about that part of the business a long time many times in the in the past our buyers are actually devops buyers so we land in devops and we expand in it ops our budgets are coming from uh a digital transformation budget like move to cloud or or even just kind of business transformation and our users are really not the classic storage user but really the the person who's driving kubernetes the person who's making automation decisions cloud architects automation architects they can now operate storage without having to know storage through products like portworx that extend kubernetes uh and and and allow it to be all application driven okay so it's much more happen so it's much more than just bringing i'd say jess much more than bringing state uh to what was originally a stateless environment it's bringing more data management uh correct so charlie connect the dots for us in terms of where pure fits in that in that value chain well as you know i mean we've developed a large number of products and capabilities that uh go well beyond storage into data management so whether it's snapshotting or replication or data motion you know into uh you know from uh from on-prem into the cloud and as we've been doing that we've been building up a control plane to do this with you know traditional uh block and file storage now this is extending that set of same set of capabilities uh to the container side uh you know whether it'll be block because contain there are a lot of container systems that are looking at block but even into the object space overall so think of this as the integration of data manage of a data management control plane for both existing and new apps and and that data control plane existing not just in one location such as uh the the private data center or the private cloud but also into the public uh cloud as well so that a company can orchestrate their both their uh their container-based apps but also the data that goes along with them and the data that goes to their traditional apps with one orchestration tool so you know you mentioned you know i think when you said motion i think of vmotion uh and and if i want to move a workload from one vm to another i can preserve at state is that kind of where you're headed with with control you're thinking of it very much in a push you know i t push sense rather than just the application calling for data access and being given given it through a set of apis so again very much more dynamic environment rather than rather than it be a human uh instigated you know think of it being as as a policy and and pro and programmer initiated set of activities uh i'm glad you brought that up because i think about we think about you know we also often think in monolithic terms and and containers are not right it's really like you said we can have applications even though they run inside of vms it sort of breaks they can but they don't have to right they can run on bare metal uh but of course you know with the with vmware they they've designed it to be able to run inside of vms as well if that's what customers are most comfortable with sure ultimately you were going to add some color to that yeah i think i think you know what what what charlie is describing is really kind of a new paradigm that's a self-service paradigm where application owners and application drivers people who are creating apps deploying apps now can can self-service themselves through a kubernetes-based interface and and it's all automated right so in in a in a funny way one way to think about this is a somebody who who's you know deploying apps they are doing that with the help of kubernetes their hands never leave the kubernetes wheel and now all of a sudden they're deploying you know data and storage and doing all of that without an intimate knowledge of the storage infrastructure so that kind of idea of automation driving and it's and this app-driven self-service model really enables that agility for data in addition to the agility for uh for the app layer and and i think dave the key thing here is you know why why it why has that container bubble floated to the top of of your of your of the graph that you just showed it's because i think modern day enterprises are doing two things that are imperative for their success right one of them is the fast enterprises are gonna eat the slow so they need to move fast and the way for that fast to be translated from an app agility to the agility throughout the whole stack is enabled by this the other thing that they are doing is data is the new oil and and folks really need to be able to leverage their data whether it's their own data external data but bring it all together in real time mine it and they can't do that without automating the heck out of it right and that's what kubernetes enables also so the combination of data agility and being able to kind of create that ability to mine in real time the data through an app-oriented interface is is completely revolutionary if you think about it and in my view going forward what you're going to start seeing is that kubernetes is going to start revolutionizing not just the app world but the world of infrastructure the world of infrastructure is going to change significantly with the advent of kubernetes being used to manage infrastructure yeah we often say in the cube the data is the new development kit and and you're talking about you know infrastructure as code is the perfect instantiation here so charlie i i wonder if are developers sort of a new distribution channel for you do you see that involving yeah you know we did a lot of studying uh before bringing the two companies together and about 40 percent of the buyers of uh of uh this uh environment of of port works our customers that we do talk to regularly in the it group and about 60 in the devops environment so you know one of the beautiful things about this is we have a good head start with the people we're selling to today but also it opens up a whole new uh buying area for us with devops and one that we plan on uh investing in as we go forward so charlie i would imagine this is a pretty fast close right uh what's the yeah these are two california companies and and luckily we've we we scoot under the uh uh the uh uh legal radar of hsr so we think we'll be able to close this within 30 days great and and how will you organize it you're going to where it's going to be it's going to be a a new business unit uh reporting directly to me uh as especially as we go through the you know the early days of of integrating but really we want to learn from the way that poor works has built a successful business make sure that we combine the best of both organizations together uh and uh really understand uh you know how to best uh tie together our go-to markets uh in the uh you know with uh the combination of of legacy and container and so so emerald are you gonna hang out for a while absolutely i you know uh i was i was talking to my team earlier and i said look the journey of business success is like a thousand steps and the part of a startup is only the first 250 steps i'll tell you i think we've kind of run up those first 250 steps pretty fast but we're going to sprint through the next 750 steps with with uh you know in the company of of pure because look pure is has always been well known as a disrupter in the business uh for a long time and we are a relatively new disruptor in the kubernetes space i think this is this this level of our joint ability to disrupt that market end to end is gonna be just just uh astounding astonishing i i'm just really looking forward to kind of taking this to a greater level of accelerating our our business well charlie i mean you see in the data i mean if you pick a analyst firm the vast majority of new applications are being you know developed in using kubernetes and containers but uh give us the last word uh give us the the summary from you in your final thoughts you know i think you know for uh both pure and port work customers what they're going to see is just a great marriage of two great companies i think it's a marriage of two great technologies and they're going to see the ability to be able to orchestrate all of their data across you know their existing as well as their new application environments and across both their development of their private cloud and the public cloud environment so this is uh you know a great addition to uh the advancement that customers are seeing through orchestration orchestration both of their application environment but just as importantly the orchestration of their data storage and management excellent well gentlemen thanks so much for your time really appreciate you coming on thecube thank you david thank you all right and best of luck to you both and thank you for watching everybody this is dave vellante for the cube and we'll see you next time you
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Sheng Liang, Rancher Labs & Murli Thirumale, Portworx | KubeCon + CloudNativeCon Europe - Virtual
>>from around the globe. It's the Cube with coverage of Coop con and cloud, native con Europe 2020 Virtual brought to you by Red Hat, The Cloud Native Computing Foundation and its ecosystem partners >>Welcome back. This is the Cube coverage of Cube Con Cloud, native con, the European show for 2020. I'm your host to Minuteman. And when we talk about the container world, we talk about what's happening in cloud. Native storage has been one of those sticking points. One of those things that you know has been challenging, that we've been looking to mature and really happy to welcome back to the program two of our cube alumni to give us the update on the state of storage for the container world. Both of them are oh, founders and CEOs. First of all, we have Xiang Yang from Rancher Labs, of course, was recently acquired by Sue Save it and the intention to acquire on and also joining us from early the relay. Who is with port works? Shang Amerli. Thanks so much for joining us. Thank you. Thank you. Alright. So early. I actually I'm going to start with you just cause you know we've seen, you know, a couple of waves of companies working on storage. In this environment, we know storage is difficult. Um, And when we change how we're building things, there's architectural things that can happen. Eso maybe if you could just give us a snapshot, you know, Port works, you know, was created to help unpack this. You know, straight on here in 2020 you know, where you see things in the overall kind of computer storage landscape? >>Absolutely. Still, before I kind of jump into port works. I just want to take a minute to publicly congratulate the the whole rancher team, and and Shang and Shannon And will China have known those folks for a while there? They're kind of true entrepreneurs. They represent the serial entrepreneur spirit that that so many folks know in the valley, and so, you know, great outcome for them. We're very happy for them and ah, big congrats and shout out to the whole team. What works is is a little over five years old, and we've been kind of right from the inception of the company recognized that to put containers in production, you're gonna have to solve, not just the orchestration problem. But the issue of storage and data orchestration and so in a natural kubernetes orchestrates containers and what works orchestrates storage and data. And more specifically, by doing that, what we enable is enterprises to be able to take APS that are containerized into production at scale and and have high availability. Disaster recovery, backup all of the things that for decades I t has had to do and has done to support application, reliability and availability. But essentially we're doing it for purpose with the purpose build solution for containerized workloads. >>Alright, shaming. Of course, storage is a piece of the overall puzzle that that ranchers trying to help with. Maybe if you could just refresh our audience on Longhorn, which your organization has its open source. It's now being managed by the CN. CF is my understanding. So help us bring Longhorn into the discussion >>thanks to. So I'm really glad to be here. We've I think rancher and port work started about the same time, and we started with a slightly different focus. More is exactly right to get containers going, you really need both so that the computer angle orchestrating containers as well as orchestrating the storage and the data. So rancher started with, ah, it's slightly stronger focus on orchestrating containers themselves, but pretty quickly, we realized, as adoption of containers grow, we really need it to be able to handle ah, storage feather. And like any new technology, you know, uh, Kubernetes and containers created some interesting new requirements and opportunities, and at the time, really, they weren't. Ah, a lot of good technologies available, you know, technologies like rook and SEF at the time was very, very premature, I think, Ah, the You know, we actually early on try to incorporate ah, the cluster technology. And it was just it was just not easy. And And at the time I think port Works was, ah, very busy developing. Ah, what turned out to be there flagship product, which we end up, end up, uh, partnering very, very closely. But but early on, we really had no choice but to start developing our own storage technology. So Long horn. As a piece of container storage technology, it's actually almost as oh, there's rancher itself. When about funding engineers, we hired he he ended up, you know, working on it and Then over the years, you know the focus shift that I think the original version was written in C plus plus, and over the years it's now being completely re written in Golan. It was originally written more for Docker workload. Now, of course, everything is kubernetes centric. And last year we you know, we we decided to donate the Longhorn Open Source project to CN CF. And now it's a CN CF sandbox project, and the adoption is just growing really quickly. And just earlier this year, we we finally ah decided to we're ready to offer a commercial support for it. So So that's that's where rancher is. And with longhorn and container storage technology. >>Yeah, it has been really interesting to watch in this ecosystem. A couple of years ago, one of the Q con shows I was talking to people coming out of the Believe It was the Sigs, the special interest group for storage, and it was just like, Wow, it was heated. Words were, you know, back and forth. There's not a lot of agreement there. Anybody that knows the storage industry knows that you know standards in various ways of doing things often are contentious and there's there's differences of opinion. Look at the storage industry. You know, there's a reason why there's so many different solutions out there. So maybe it love to hear from early. From your standpoint, things are coming to get a little bit more. There are still a number of options out there. So you know, why is this kind of coop petition? I actually good for the industry? >>Yeah, I think this is a classic example of Coop petition. Right? Let's let's start with the cooperation part right? The first part of time the you know, the early days of CN, CF, and even sort of the Google Communities team, I think, was really very focused on compute and and subsequent years. In the last 34 years, there's been a greater attention to making the whole stack works, because that's what it's going to take to take a the enterprise class production and put it in, you know, enterprise class application and put it in production. So extensions like C and I for networking and CS I container storage interface. We're kind of put together by a working group and and ah ah you know both both in the CN CF, but also within the kubernetes Google community. That's you talked about six storage as an example. And, you know, as always happens, right? Like it It looks a little bit in the early days. Like like a polo game, right where folks are really? Ah, you know, seemingly, uh, you know, working with each other on on top of the pool. But underneath they're kicking each other furiously. But that was a long time back, and we've graduated from then into really cooperating. And I think it's something we should all be proud of. Where now the CS I interface is really a A really very, very strong and complete solution tow, allowing communities to orchestrate storage and data. So it's really strengthened both communities and the kubernetes ecosystem. Now the competition part. Let's kind of spend. I want to spend a couple of minutes on that too, right? Um, you know, one of the classic things that people sometimes confuse is the difference between an overlay and an interface. CSC is wonderful because it defines how the two layers off essentially kind of old style storage. You know, whether it's a san or ah cloud, elastic storage bucket or all of those interact with community. So the the definition of that interface kind of lay down some rules and parameters for how that interaction should happen. However, you still always need an overlay like Port Works that that actually drives that interface and enables Kubernetes to actually manage that storage. And that's where the competition is. And, you know, she mentioned stuff and bluster and rook and kind of derivatives of those. And I think those have been around really venerable and and really excellent products for born in a different era for a different time open stack, object storage and all of that not really meant for kind of primary workloads. And they've been they've been trying to be adapted for, for for us, for this kind of workload. Port Works is really a built from right from the inception to be designed for communities and for kubernetes workloads at enterprise scale. And so I think, you know, as I as I look at the landscape, we welcome the fact that there are so many more people acknowledging that there is a vital need for data orchestration on kubernetes right, that that's why everybody and their brother now has a CS I interface. However, I think there's a big difference between having an interface. This is actually having the software that provides the functionality for H. A, D R. And and for backup, as as the kind of life cycle matures and doing it not just at scale, but in a way that allows kind of really significant removal or reduction off the storage admin role and replaces it with self service that is fully automated within communities. Yeah, if I >>can, you know, add something that that I completely agree. I mean, over the Longhorns been around for a long time. Like I said, I'm really happy that over the years it hasn't really impacted our wonderful collaborative partnership with what works. I mean, Poll works has always been one of our premier partners. We have a lot of, ah, common customers in this fight. I know these guys rave about what works. I don't think they'll ever get out for works. Ah, home or not? Uh huh. Exactly. Like Morissette, you know, in the in the storage space, there's interface, which a lot of different implementations can plugging, and that's kind of how rancher works. So we always tell people Rancher works with three types of storage implementations. One is let we call legacy storage. You know, your netapp, your DMC, your pure storage and those are really solid. But they were not suddenly not designed to work with containers to start with, but it doesn't matter. They've all written CS I interfaces that would enable containers to take advantage of. The second type is some of the cloud a block storage or file storage services like EBS, GFS, Google Cloud storage and support for these storage back and the CS I drivers practically come with kubernetes itself, so those are very well supported. But there's still a huge amount of opportunities for the third type of you know, we call container Native Storage. So that is where Port Works and the Longhorn and other solutions like open EBS storage OS. All these guys fitting is a very vibrant ecosystem of innovation going on there. So those solutions are able to create basically reliable storage from scratch. You know, when you from from just local disks and they're actually also able to add a lot of value on top of whatever traditional or cloud based, persistent storage you already have. So so the whole system, the whole ecosystem, is developing very quickly. A lot of these solutions work with each other, and I think to me it's really less of a competition or even Coop petition. It's really more off raising the bar for for the capabilities so that we can accelerate the amount of workload that's been moved onto this wonderful kubernetes platform in the end of the benefit. Everyone, >>Well, I appreciate you both laying out some of the options, you know, showing just a quick follow up on that. I think back if you want. 15 years ago was often okay. I'm using my GMC for my block. I'm using my netapp for the file. I'm wondering in the cloud native space, if we expect that you might have multiple different data engine types in there you mentioned you know, I might want port works for my high performance. You said open EBS, very popular in the last CN CF survey might be another one there. So is do we think some of it is just kind of repeating itself that storage is not monolithic and in a micro service architecture. You know, different environments need different storage requirements. >>Yeah, I mean quick. I love to hear more is view as well, especially about you know, about how the ecosystem is developing. But from my perspective, just just the range of capabilities that's now we expect out of storage vendors or data management vendors is just increased tremendously. You know, in the old days, if you can store blocks to object store file, that's it. Right. So now it's this is just table stakes. Then then what comes after that? There will be 345 additional layers of requirements come all the way from backup, restore the our search indexing analytics. So I really think all of this potentially off or in the in the bucket of the storage ecosystem, and I just can't wait to see how this stuff will play out. I think we're still very, very early stages, and and there, you know what? What, what what containers did is they made fundamentally the workload portable, but the data itself still holds a lot of gravity. And then just so much work to do to leverage the fundamental work load portability. Marry that with some form of universal data management or data portability. I think that would really, uh, at least the industry to the next level. Marie? >>Yeah. Shanghai Bean couldn't. Couldn't have said it better. Right? Let me let me let me kind of give you Ah, sample. Right. We're at about 160 plus customers now, you know, adding several by the month. Um, just with just with rancher alone, right, we are. We have common customers in all common video expedient Roche March X, Western Asset Management. You know, charter communications. So we're in production with a number off rancher customers. What are these customers want? And why are they kind of looking at a a a Port works class of solution to use, You know, Xiang's example of the multiple types, right? Many times, people can get started with something in the early days, which has a CS I interface with maybe say, $10 or 8 to 10 nodes with a solution that allows them to at least kind of verify that they can run the stack up and down with, say, you know, a a rancher type orchestrator, workloads that are containerized on and a network plug in and a storage plugging. But really, once they start to get beyond 20 notes or so, then there are problems that are very, very unique to containers and kubernetes that pop up that you don't see in a in a non containerized environment, right? Some. What are some of these things, right? Simple examples are how can you actually run 10 to hundreds of containers on a server, with each one of those containers belonging to a different application and having different requirements? How do you actually scale? Not to 16 nodes, which is sort of make typically, maybe Max of what a San might go to. But hundreds and thousands of notes, like many of our customers, are doing like T Mobile Comcast. They're running this thing at 600 thousands of notes or scale is one issue. Here is a critical critical difference that that something that's designed for Kubernetes does right. We are providing all off the storage functions that Shang just described at container granted, granularity versus machine granularity. One way to think about this is the old Data center was in machine based construct. Construct everything you know. VM Ware is the leader, sort of in that all of the way. You think of storage as villains. You think of compute and CPUs, everything. Sub sub nets, right? All off. Traditional infrastructure is very, very machine centric. What kubernetes and containers do is move it into becoming an app defined control plane, right? One of the things were super excited about is the fact that Kubernetes is really not just a container orchestrator, but actually a orchestrator for infrastructure in an app defined way. And by doing that, they have turned, uh, you know, control off the infrastructure via communities over to a kubernetes segment. The same person who uses rancher uses port works at NVIDIA, for example to manage storage as they use it, to manage the compute and to manage containers. And and that's marvellous, because now what has happened is this thing is now fully automated at scale and and actually can run without the intervention off a storage admin. No more trouble tickets, right? No more requests to say, Hey, give me another 20 terabytes. All of that happens automatically with the solution like port works. And in fact, if you think about it in the world of real time services that we're all headed towards right Services like uber now are expected in enterprises machine learning. Ai all of these things analytics that that change talk about are things that you expect to run in a fully automated way across vast amounts of data that are distributed sometimes in the edge. And you can't do that unless you're fully automated and and not really the storage admin intervention. And that's kind of the solution that we provide. >>Alright, well, we're just about out of time. If I could just last piece is, you know, early and saying to talk about where we are with long for and what we should expect to see through the rest of this year and get some early for you to you know, what differentiates port works from Just, you know, the open source version. So And maybe if we start with just kind of long or in general and then really from from your standpoint, >>yeah, so it's so so the go along one is really to lower the bar for folks to run state for workloads on on kubernetes we want you know, the the Longhorn is 100% open source and it's owned by CN cf now. So we in terms of features and functionalities is obviously a small subset of what a true enterprise grade solution like Port Works or, um, CEO on that that could provide. So there's just, you know, the storage role. Ah, future settle. The roadmap is very rich. I don't think it's not really Ranchers go Oh, our Longhorns goal to, you know, to try to turn itself into a into a plug in replacement for these enterprise, great storage or data management solutions. But But they're you know, there's some critical critical feature gaps that we need address. And that's what the team is gonna be focusing on, perhaps for the rest of the year. >>Yeah, uh, still, I would I would kind of, you know, echo what Chang said, right? I think folks make it started with solutions, like longer or even a plug in connector plug in with one of their existing storage vendors, whether it's pure netapp or or EMC from our viewpoint, that's wonderful, because that allows them to kind of graduate to where they're considering storage and data as part of the stack. They really should that's the way they're going to succeed by by looking at it as a whole and really with, You know, it's a great way to get started on a proof of concept architecture where your focus initially is very much on the orchestration and the container ization part. But But, as Xiang pointed out, you know what what rancher did, what I entered it for Kubernetes was build a simple, elegant, robust solution that kind of democratized communities. We're doing the same thing for communities storage right? What Port works does is have a solution that is simple, elegant, fully automated, scalable and robust. But more importantly, it's a complete data platform, right? We we go where all these solutions start, but don't kind of venture forward. We are a full, complete lifecycle management for data across that whole life cycle. So there's many many customers now are buying port works and then adding deal right up front, and then a few months later they might come back and I'd backup from ports. So two shanks point right because of the uniqueness of the kubernetes workload, because it is an app defined control plane, not machine to find what is happening is it's disrupting, Just like just like virtualization day. VM exist today because because they focused on a VM version off. You know, the their backup solution. So the same thing is happening. Kubernetes workloads are district causing disruption of the D r and backup and storage market with solutions like sports. >>Wonderful. Merlin Chang. Thank you so much for the updates. Absolutely. The promise of containers A Z you were saying? Really, is that that Atomic unit getting closer to the application really requires storage to be a full and useful solution. So great to see the progress that's being made. Thank you so much for joining us. >>Welcome, Shannon. We look forward to ah, working with you as you reach for the stars. Congratulations again. We look >>forward to the containing partnership morally and thank you. Still for the opportunity here. >>Absolutely great talking to both of you And stay tuned. Lots more coverage of the Cube Cube Con cloud, native con 2020 Europe. I'm stew minimum. And thank you for watching the Cube. Yeah, yeah, yeah, yeah, yeah, yeah
SUMMARY :
and cloud, native con Europe 2020 Virtual brought to you by Red Hat, I actually I'm going to start with you just cause you know we've seen, of the things that for decades I t has had to do and has done to Of course, storage is a piece of the overall puzzle that that ranchers trying to help Ah, a lot of good technologies available, you know, Anybody that knows the storage industry knows that you know standards in various ways And so I think, you know, the third type of you know, we call container Native Storage. I think back if you want. I love to hear more is view as well, especially about you know, And that's kind of the solution that we provide. the rest of this year and get some early for you to you know, to run state for workloads on on kubernetes we want you know, causing disruption of the D r and backup and storage market with solutions like sports. Thank you so much for the updates. We look forward to ah, working with you as you reach for the stars. Still for the opportunity here. Absolutely great talking to both of you And stay tuned.
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Murli Thirumale, Portworx & Satish Puranam, Ford | KubeCon + CloudNativeCon NA 2019
(upbeat music) >> Narrator: Live, from San Diego, California, it's theCUBE! Covering KubeCon, and CloudNativeCon. Brought to you by RedHat, the Cloud Native Computing Foundation, and its ecosystem partners. >> Welcome back, this is theCUBE's fourth year of covering KubeCon and CloudNativeCon. This is the North America show here in San Diego it's 2019, he is John Troyer, I am Stu Miniman, and happy to welcome to the program, first of all, I have Murli Thirumali, who is the co-founder and CEO of Portworx, and Murli, thank you so much for bringing one of your customers on the program, Satish Puranam, who is a Technical Specialist with Ford Motor Company. Gentlemen, thank you so much for joining us. >> Delighted to be here. >> All right, so Satish, we're going to start with you because, you know, the growth of this ecosystem has been phenomenal, there were End Users up on the mainstage, we've already had them, there's over, there's 129 now CNCF End User Participants there, but, you know, bring us in Ford, you know, we were getting ready for this, we're talking, there's so much change going in from, you know, of course, everybody talks about autonomous vehicles, and what there have, but, you know, technology has really embedded itself deeply into a company like Ford, so before we get into all the crew, just, bring us a little about into your world, what's happening, changing, and, you know, what your team does. >> Sure, in like uh, Ford generally has been in like a transformation journey for about the last two years now, that includes like, completely redoing our Data Centers, our Application Portfolio, as part of this monolithic journey, we started our journey with Cloud Foundry, we have been a huge favorite to Cloud Foundry shops for some time. And then, we also would like to start dabbling with like, Kubernetes and things, associated technologies primarily do for like, looking for like, data services, messaging services, lot of the stateful things, right? Cloud Native and like, Kubernetes, and I- Cloud Foundry, I am sorry, Did great wonders for us, for qualified graphs. So what do we do with like, stateful things? And that's what we started dabbling with Kubernetes and things like that. >> Yeah, Satish, if I could, I want to step back one second here, and say, you know, you do a transformation, consolidation, moving from monoliths to microservices, what was the business driver here, was it one day, some executive got up and said, you know, "hey this sounds really cool, go do it", or was there a specific driver in the business that now, your organization needs to respond to? >> I think the business drive is cost efficiency. Like, uh, there were, like, a lot of things that we would have not done, so there's a lot of technical debt we have to pay down, because of various fragmentation and various other things, so it's always about realizing business efficiencies, and most importantly, speed at which we deliver services to our customers internally, so that was the main driving force for our engaging in this transformation journey for like, about the last few years. >> Okay, Murli we'd love to have bring you to this conversation here. You obviously, agility is one of the things I hear most from customers, the driver of what new things. Infrastructure for the longest time, in many ways, it was like a boat anchor of what held us back. >> Murli: Yep. >> Especially you know, our friends in Networking and Storage, it is difficult to change and keep up with, with what's driving there, so bring us uh, bring us up to speed with Portworx and how you fit into Ford and more broadly. >> Yeah, just a quick introduction to Portworx, we've been around for about five years, now, right from the early days of containers and Kubernetes, and you know, we have quite a few customers now in Production, we have about 130 customers, 50 of the uh, the global 2k and so on, many, almost all those customers are in Production, deploying stat significant workloads. The interesting thing about Kubernetes in the last couple of years, especially, is that everybody recognizes it has won the war for orchestrating containers and applications, but the reality is, the customer still has to manage the whole stack, the stack of not just the app but the data itself underneath, and that's kind of the role of Portworx, Portworx is the platform for storage for Kubernetes, and we orchestrate all the underlying storage and the data applications, with that being said, I think one of the things that we've seen that Ford has kind of led the way in, and has been really amazing, is some of the many surprising things that people don't really know about Kubernetes, which has been happening now with customers like Ford for a while, one of them, for example, is just the use of Kubernetes in on-prem applications. Very few people really kind of, they think of Kubernetes as something that was born in the Cloud, and therefore, has kind of really only mushroomed in the Cloud, and you know, the, one of the key things about Kubernetes, and most of our customers are actually on-prem, and it to me is transforming the Data Center. The agility that Satish speaks about, is something that you don't just need because you are operating in the Cloud, you need that for all of your on-prem applications, too, and that's been one of the unique characteristics that we've seen from Ford. >> Yeah, and that's, I mean, you talked about your journey, Satish, you know, the pivotal folks really talk a lot about transformation and agility you know, no matter where your apps were sitting, I'm kind of curious in terms of the storage and the stateful- statefulness of the applications that your working with now, you know, what kind of a, if I looked at it, the diagram, what kind of a set-up would there be? So there's a Portworx layer underneath and beside Kubernetes that's managing some of the storage and some of the replication? Is it then, is the data sitting in a, you know, on a SAN somewhere, is it sitting in the Cloud, I mean, can you kind of describe what a typical application would look like? >> With your typical application, yes we draw storage, we've been drawing storage for the past several years from NetApp as being as the primary source of our data, and then we run on top of that, we run some kind of storage overlays, we dabble with quite a few technologies, including, uh, Rook, NetApp Trident, Uh, Loster, You know I'm like a, it was a journey A journey that we took us, to ultimately lead us to Portworx and we just didn't started with Portworx, but the toughest aspect has been the gravity that the stories bring along with it, and all the things that are, Cloud Native is great but Cloud Native has stayed somewhere and that has to be managed someplace, and we said "Hey, can we do that with Kubernetes?" Right? So, I think we have done a- I won't say an outstanding job but at least we've done a reasonably good job at actually at least wrapping our heads around it and we have quite a few workloads in production that are actually stateful, whether they are Base Systems, uh, there are also like Data Messaging Systems, many cards applications and all that stuff so that has been something that we have been working on for the past few years on our platforms at least. >> Yeah, well I wonder if you could expand a little bit on kind of the application suite you know, "What can we do? What can't we do?" Listen to the keynote this morning I definitely heard it was, if you look at a multi cluster environment, You know, you want to mirror and have the same things there. Well I can't just magically have all the data everywhere and data has gravity and the laws of physics do apply so I can't just automatically replicate terabytes from here to the Cloud or back so help us understand where we are. >> So, you know, one of the, uh, one of the things Satish told me yesterday which I loved was he saying, he said: "Stateful is almost easier than stateless now because of the fact that we have these extensions of Kubenetes." So, one of the things that's been very very impactful is that Kubernetes is now these extensions for managing you know, storage networking and so on, and in fact the way they do that is through an API that just an overlay, so we are an example of an overlay. And so think about it this way, if a customer about 60 percent of our customers are building a platform as their service, in many cases they don't even know what applications are going to be in there, so over our customer base we see the same alphabet soup over and over and over again. Guess what it is, Postgress, Cassandra's, all the databases Redis, right? You know, all of the messaging queues, right? Things like Kafta and uh, you know, Streaming Data, for example, Spark workloads. And so, one of the key things that is happening around with customers particularly on the enterprise side, like large enterprises, they are using all kinds of applications and they're all stateful. I mean they're very few enterprises that are not stateful and they're all running on some kind of a storage substrate that has virtualized the underlying storage. So we run on top of the underlying hardware, but then we're enabled to kind of work with all of the orchestration that Kubernetes provides but we're adding the orchestration of the Data infrastructure as well as the storage itself And I think that's one of the key things that's changed with Kubernetes in the last, I would say, two and a half years is, most people used to think of it as "in the cloud and stateless" but now it's "on-prem and stateful." >> So Satish, one of the things we've talked to customers is their journey of modernizing their applications, it's, there's things that you might build brand-new and are great here but, you know, I'm sure you have thousands of applications and-- >> Satish: Absolutely. >> You know, going from the old way to a brand new thing, there's lot of different ways to get there. Some of it you might need to just-- Where are you with the journey of getting things onto this platform layer that we're talking about? And what will that journey look like for Port? >> Net new apps, anything being new we're talking about writing and like Cloud Native, Twelve factor Apps, like, but anything new, I'm like, anything existing data services, messaging services, what we affectionately call as table stakes services, right? So, which are the Twelve Factor Apps rely on, we are targeting towards Kubernetes. The idea is, "are we there yet?" Probably "no" like We are getting there with along with our partners to put it on the platforms like Kubernetes, right? So, we are also doing a lot of automation orchestration on VMs itself. But the idea is heavy and heavier workloads are going to be lining on Kubernetes platforms, and there will be a lot of work in the upcoming years particularly 2020, where we will be concentrating more on those things and with the continuing growth would be on Twelve Factor, Net New, would be Twelve Factor, Net New, could be in Cloud Foundry, could be in Kubernetes. Time will tell, but uh, that's the guiding philosophy, so to speak, but uh, There's a lot that we have to learn in this journey right now. >> Well I was kind of curious about that Satish, we've talked about an alphabet soup, we've talked about a lot of different projects, and certainly here at KubeCon, the thing about the Cloud Native Computing Foundation is that not that they don't have opinions, but everybody has an opinon, there's lots of different components here, it's not one stack, it's a collection of things that could be put together in several different ways. So you've tried a bunch of different things with storage, I'm actually, I'm interested if there are, if there were kind of surprises or, you know, containerized activity is probably different than I/O activity and storage I/O is probably different than in a virtual machine, the storage itself has some different assumptions built into it, so like, do you have any advise for people? I'm interested in the storage case but also just in, you don't have to evaluate nerworking and security and compliance and a lot of different things. Like, how do you go about approaching this sort of evaluation in this trial; in this journey of when you have-- when you're facing an "alphabet soup" of options? >> I think uh, it all comes down to basic engineering, right? So, what I make, think about "what are your failure points?" I'm like, "could be servers failing, infrastructure, hardware failing" right? So, the basic tendance is that we try to introduce failure as early as possible, like, "what happens if you pull the wire?" and "what happens if the server failure, failure happens?" The question that always comes back is that "is there a way I can compose the same infrastructure so that I can spread it across a couple of failure domains?" I think that was the whole idea of when we started, is like, "can we decompose the problem such that we can actually take advantage of primitives that begged into Kebernetes?" The great thing with CSI, that we're just realizing, before that were all flex drivers, but, how do you actually organize storage in the back end that actually allows you to actually compose this thing on the front end using the Kubernetes primitives. I think that was the process we though. >> John: And CSI is a standard API, >> Correct. >> Yeah, storage API, yeah. >> Exactly. I mean that's what we are relying, we're hoping that it's going to help us with things like, uh, moving compute, uh, to the storage rather than moving storage to the compute. That's one of the evolving, thinking that we're working with. Portworx, we've been working with the community folks from work and a couple of other areas. It's, there's lot to be done here, like we're just in still early days I would say. >> Murli, want to make sure we get out there, Portworx had some updates for this week so what do you say to latest? >> Yeah, so, the updates actually relate to exactly to what Satish was talking about, you know, the idea of, so, container storage has kind of been on it's own journey right? In the early days that John remembers well, it was really providing storage per system, making that data available everywhere. It's then clearly moved to HA being having the High Availability say within the cluster and so on. So, but the data life cycle for the application that's been containerized extends well beyond that so we are making extensions to our own product that are kind of following that path. So, one of the things we launched a few months ago was disaster recovery, DR, which is very very specific to containers, so, container granular DR, so you can kind of you know, take a snapshot, not just of the data, but of the application state as well as the Kubernetes pods back and recover all three of them. At this KubeCon we're announcing two other things. One of them is backup, so our customers, as they make the journey through their app life cycle, inevitably they need to backup their data and we have, again, container granular backup, that will provide all of, by the way, on existing storage. We're not asking anybody to up change, there's underneath their hardware storage substructure. The last thing we're introducing is storage capacity management which is fully automated. You know one of the characteristics of Kubernetes is all of that is "get the person" "get the trouble to get out of the picture," right? The world is going to be automated. Kubernetes is one of the ways people are doing that. And what we have provided is the ability to auto-resize volumes, and auto-resize pods of storage and add more nodes automatically based on policy that is completely automated so that again, these applications, you know when the characteristics of containerized workloads, they aren't predictable; they go up and down and they grow very fast sometimes, and so all of that management, so autopilot, uh, you know, backup DR have now been added in addition to persistent in HA. >> Alright, so before I let you both go, uh, want to talk about 2020? >> So soon. >> Satish, I want to give you a wish. You talked about all the things you'd do the next couple of years, if you could get one thing more out if this ecosystem to make your lives easier for you and your team, you know? What would that be? >> I think standardization on more of these interfaces. Kerbenetes provides a great platform for everybody to interact equally. Uh, more things like CSI, CRI, stuff that's happening in the community. And more standardization will lead to actually, make my life and things and end prizes a lot more easier. Will like to see continue that happening, GPU space looks very interesting, um, so we'll see. That would be my wish at least. >> Alright so Murli, I'm not giving you a wish. You're going to tell me, what should we be looking for from Portworx in participation in, you know, in this community over the next year. >> I think one of the big changes that's happened, really, in the last couple of years that is really kind of achieving a hockey stick is that enterprises are recognizing that stateful apps are really, should be using Kubernetes and can use Kubernetes. So to me, what I predict is that I think, Kubernetes is going to move from not, from just managing applications, to actually managing infrastructure like storage. And so I, you know, my belief is that 2020 is the beginning of where Kubernetes becomes the control plane across the Data Center and Cloud. It's the new control plane. No, what Openstack was aspiring to be many years ago, and that it will be looking upwards to manage applications and downwards to manage infrastructure and, it's not just us who are doing that, folks like VMware with Project Pacific have kind of kind of indicated that that's the direction that we see. So I think it's roll is now much more than just an app orchestrator, it's really going to be the new control plane for infrastructure and apps in the enterprise and in the Cloud. >> Murli, Satish, thank you so much for sharing all the update. >> Thank you >> Pleasure to catch up with both of you >> Thanks. >> Northbound, Southbound, Multi Cloud, theCube is at all of these environments and all the shows. For John Trayer, I'm Stu Miniman as always, thank you for watching theCube.
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Brought to you by RedHat, This is the North America show here in San Diego All right, so Satish, we're going to start with you messaging services, lot of the stateful things, right? that we would have not done, so there's a lot of You obviously, agility is one of the things I hear most and how you fit into Ford and more broadly. and the data applications, with that being said, and all the things that are, Cloud Native is great but and data has gravity and the laws of physics do apply because of the fact that we have Some of it you might need to just-- that's the guiding philosophy, so to speak, but uh, and certainly here at KubeCon, the thing about the So, the basic tendance is that we try to introduce failure that it's going to help us with things like, uh, So, one of the things we launched a few months ago was the next couple of years, if you could get one thing more stuff that's happening in the community. from Portworx in participation in, you know, kind of indicated that that's the direction that we see. for sharing all the update. thank you for watching theCube.
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Gou Rao, Portworx & Julio Tapia, Red Hat | KubeCon + CloudNativeCon 2019
>> Announcer: Live from San Diego, California, it's theCUBE. Covering KubeCon and CloudNativeCon brought to you by Red Hat, the Cloud Native Computing Foundation, and its ecosystem partners. >> Welcome back to theCUBE here in San Diego for KubeCon CloudNativeCon, with John Troyer, I'm Stu Miniman, and happy to welcome to the program two guests, first time guests, I believe. Julio Tapia, who's the director of Cloud BU partner and community with Red Hat and Gou Rao, who's the founder and CEO at Portworx. Gentlemen, thanks so much for joining us. >> Thank you, happy to be here. >> Thanks for having us. >> Alright, let's start with community, ecosystem, it's a big theme we have here at the show. Tell us your main focus, what the team's doing here. >> Sure, so I'm part of a product team, we're responsible for OpenShift, OpenStack and Red Hat virtualization. And my responsibility is to build a partner ecosystem and to do our community development. On the partner front, we work with a lot of different partners. We work with ISVs, we work with OEMs, SIs, COD providers, TelCo partners. And my role is to help evangelize, to help on integrations, a lot of joint solutions, and then do a little bit of go to market as well. And the community side, it's to evangelize with upstream projects or customers with developers, and so forth. >> Alright, so, Gou, actually, it's not luck, but I had a chance to catch up with the Red Hat storage team. Back when I was on the vendor side I partnered with them. Red Hat doesn't sell gear, they're a software company. Everything open-source, and when it comes to data and storage, obviously they're working with partners. So put Portworx into the mix and tell us about the relationship and what you both do together. >> Sure, yeah, we're a Red Hat OpenShift partner. We've been working with them for quite some time now, partner with IBM as well. But yeah, Portworx, we focus on enabling cloud native storage, right? So we complement the OpenShift ecosystem. Essentially we enable people to run stateful services in OpenShift with a lot of agility and we bring DR backup functionality to OpenShift. I'm sure you're familiar with this, but, people, when they deploy OpenShift, they're running fleets of OpenShift clusters. So, multi-cluster management and data accessibility across clusters is a big topic. >> Yeah, if you could, I hear the term cloud native storage, what does that really mean? You know, back a few years ago, containers were stateless, I didn't have my persistent storage, it was super challenging as to how we deal with this. And now we have some options, but what is the goal of what we're doing here? >> There really is no notion of a stateless application, right? Especially when it comes to enterprise applications. What cloud native storage means is, to us at least, it signifies a couple of things. First of all, the consumer of storage is not a machine anymore, right? Typical storage systems are designed to provide storage to either a virtual machine or a hardware server. The consumer of storage is now a container that's running inside of a machine. And in fact, an application is never just one container, it's many containers running on different systems so it's a distributed problem. So what cloud native storage means is the following things. Providing container granular data services, being application aware, meaning that you're providing services to many containers that are running on different systems, and facilitating the data life cycle management of those applications from a Kubernetes way, right? The user experience is now driven through Kubernetes as opposed to a storage admin driving that functionality so it's these three things that make a platform cloud native. >> I want to dig into the operator concept for a little bit here, as it applies to storage. So, first, Operators. I first heard of this a couple years back with the CoreOS folks, who are now part of Red Hat and it's a piece of technology that came into the Kubernetes ecosystem, seems to be very well adopted, they talked about it today on the keynote. And I'd love to hear a little bit more about the ecosystem. But first I want to figure out what it is and in my head, I didn't quite understand it and I'm like, well, okay, automation and life cycle, I get it. There's a bunch of things, Puppet and Chef and Ansible and all sorts of things there. There's also things that know about cloud like Terraform, or Cloudform, or Halloumi, all these sort of things here. But this seems like this is a framework around life cycle, it might be a little higher in the semantic level or knows a little bit more about what's going on inside Kubernetes. >> I'll just touch on this, so Operators, it's a way to codify business logic into the application, so how to manage, how to install, how to manage the life cycle of the application on top of the Kubernetes cluster. So it's a way of automating. >> Right, but-- >> And just to add to that, you mentioned Ansible, Salt, right? So, as engineers, we're always trying to make our lives easier. And so, infrastructure automation certainly is a concept here. What Operators does is it elevates those same needs to more of an application construct level, right? So it's a piece of intelligent software that is watching the entire run-time of an application as opposed to provisioning infrastructure and stepping out of the way. Think of it as a living being, it is constantly running and reacting to what the application is doing and what its needs are. So, on one hand you have automation that sets things up and then the job is done. Here the job is never done, you're sort of, right there as a side car along with the application. >> Nice, but for any sort of life cycle or for any sort of project like this, you have to have code sharing and contributing, right? And so, Julio, can you tell us a little about that? >> What we do is we're obviously all in on Operators. And so we've invested a great deal in terms of documentation and training and workshops. We have certification programs, we're really helping create the ecosystem and facilitate the whole process. You may be familiar, we announced Operator Framework a year ago, it includes Operator SDKs. So we have an Operator SDK for Helm, for Ansible, for Go. We also have announced Operator Life Cycle Manager which does the install, the maintenance and the whole life cycle management process. And then earlier this year we did introduce also, Operatorhub.io which is a community of our Operators, we have about 150 Operators as part of that. >> How does the Operator Framework relate to OpenShare versus upstream Kubernetes? Is it an OpenShift and Red Hat specific thing, or? >> Yes, so, Operatorhub.io is a listing of Operators that includes community Operators. And then we also have certified Operators. And the community Operators run on any Kubernetes instance. The certified Operators make sure that we run on OpenShift specifically. So that's kind of the distinction between those two. >> I remember a Red Hat summit where you talked about some bits. So, give us a little walk around the show, some of the highlights from Operators, the ecosystem, obviously, we've got Portworx here but there's a broad ecosystem. >> Yeah, so we have a huge huge ecosystem. The ISVs play a big part of this. So we've got Operators database partners, security partners, app monitoring partners, storage partners. Yesterday we had an OpenShift commons event, we showcased five of our big Operator partnerships with Couchbase, with MongoDB, with Portworx obviously, with StorageOS and with Dynatrace. But we have a lot of partners in a lot of different areas that are creating these Operators, are certifying them, and they're starting to get a lot of use with customers so it's pretty exciting stuff. >> Gou, I'd love your viewpoint on this because of course, Portworx, good Red Hat partner but you need to work with all the Kubernetes opt-ins out there so, what's the importance of Operators to your business? >> Yeah, you know. OpenShift, obviously, it's one of the leading platforms for Kubernetes out there and so, the reason that is, it's because it's the expectations that it sets to an enterprise customer. It's that Red Hat experience behind it and so the notion of having an Operator that's certified by Red Hat and Red Hat going through the vetting process and making sure that all of the components that it is recommending from its ecosystem that you're putting onto OpenShift, that whole process gives a whole new level of enterprise experience, so, for us, that's been really good, right? Working with Red Hat, going through the process with them and making sure that they are actually double clicking on everything we submit, and there's a real, we iterate with them. So the quality of the product that's put out there within OpenShift is very high. So, we've deployed these Operators now, the Operator that Portworx just announced, right? We have it running in customers' hands so these are real end users, you'll be talking to Ford later on today. Harvard, for example, and so the level of automation that it has provided to them in their platform, it's quite high. >> I was kind of curious to shift maybe to the conference here that you all have a long history. With organizations and both of you personally in the Kubernetes world and cloud native world. We're here at KubeCon CloudNativeCon, North America, 2019. It's pretty big. And I see a lot of folks here, a lot of vendors, a lot of engineers, huge conference, 12,000 people. I mean, any perspective? >> So I've been at Red Hat a little over six years and I was at the very first KubeCon many years ago in San Francisco, I think we had about 200 people there. So this show has really grown over the years. And we're obviously big supporters, we've participated in KubeCon in Shanghai and Barcelona, we're obviously here. We're just super excited about seeing the ecosystem and the whole community grow and expand, so, very exciting. >> Gou? >> Yeah, I mean, like Julio mentioned, right? So, all the way from DockerCon to where we are today and I think last year was 8000 people in Seattle and I think there're probably I've heard numbers like 12? So it's also equally interesting to see the maturity of the products around Kubernetes. And that level of consistency and lack of fracture, right? From mainstream Kubernetes to how it's being adopted in OpenShift, there's consistency across the different Kubernetes platforms. Also, it's very interesting to see how on-prem and public cloud Kubernetes are coexisting. Four years ago we were kind of worried on how that would turn out, but I think it's enabling those hybrid-cloud workloads and I think today in this KubeCon we see a lot of people talking about that and having interest around it. >> That's a really great point there. Julio, want to give you the final word, for people that aren't yet engaged in the ecosystem of Operators, how can they learn more and get involved? >> Yeah, so we're excited to work with everybody, our ecosystem includes customers, partners, contributors, so as long as you're all in on Operators, we're ready to help. We've got tools, we've documentation, we have workshops, we have training, we have certification programs. And we also can help you with go to market. We're very fortunate to have a huge customer footprint, and so for those partners that have solutions, databases, storage solutions, there's a lot of joint opportunities out there that we can participate in. So, really excited to do that. >> Julio, Gou, thank you so much, you have a final word, Gou? >> I was just going to say, so, to follow up on the Operator comment on the certification that Julio mentioned earlier, so the Operator that we have, we were able to achieve level five certification. The level five signifies just the amount of automation that's built into it, so the concept of having Operators help people deploy these complex applications, that's a very important concept in Kubernetes itself. So, glad to be a Red Hat partner. >> That's actually a really good point, we have an Operator maturity model, level one, two, three, four, five. Level one and two are more your installations and upgrades. But the really highly capable ones, the fours and fives, are really to be commended. And Portworx is one of those partners. So we're excited to be here with them. >> That is a powerful statement, we talk about the complexity and how many pieces are in there. Everybody's looking to really help cross that chasm, get the vast majority of people. We need to allow environments to have more automation, more simplicity, a story I heard loud and clear at AnsibleFest earlier this year and through the partner ecosystem. It's good to see progress, so congratulations and thank you both for joining us. >> Thank you, thank you. >> Thank you. >> All right, for John Troyer, I'm Stu Miniman, back with lots more here from KubeCon CloudNativeCon 2019, thanks for watching theCUBE. (electronic music)
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brought to you by Red Hat, I'm Stu Miniman, and happy to welcome to the program it's a big theme we have here at the show. And the community side, it's to evangelize to catch up with the Red Hat storage team. and we bring DR backup functionality to OpenShift. it was super challenging as to how we deal with this. and facilitating the data life cycle management that came into the Kubernetes ecosystem, into the application, so how to manage, and stepping out of the way. and facilitate the whole process. So that's kind of the distinction between those two. the ecosystem, obviously, we've got Portworx here and they're starting to get a lot of use with customers and so the notion of having an Operator in the Kubernetes world and cloud native world. and the whole community grow and expand, So it's also equally interesting to see the maturity for people that aren't yet engaged in the ecosystem And we also can help you with go to market. so the Operator that we have, the fours and fives, are really to be commended. and thank you both for joining us. back with lots more here
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Eric Han & Lisa-Marie Namphy, Portworx | ESCAPE/19
>>from New York. It's the Q covering Escape. 19. >>Welcome back to the Cube coverage here in New York City for the first inaugural multi cloud conference called Escape, where in New York City was staying in New York, were not escaping from New York were in New York. It's all about multi Cloud, and we're here. Lisa Marie Nancy, developer advocate for Port Works, and Eric Conn, vice president of Products Works. Welcome back. Q. >>Thank you, John. Good to see >>you guys. So, um, whenever the first inaugural of anything, we want to get into it and find out why. Multi clouds certainly been kicked around. People have multiple clouds, but is there really multi clouding going on? So this seems to be the theme here about setting the foundation, architecture and data of the two kind of consistent themes. What shared guys take Eric, What's your take on this multi cloud trend? Yeah, >>I think it's something we've all been actively watching for a couple years, and suddenly it is becoming the thing right? So every we just had ah, customer event back in Europe last week, and every customer there is already running multi cloud. It's always something on their consideration. So there's definitely it's not just a discussion topic. It's now becoming a practical reality. So this event's been perfect because it's both the sense of what are people doing, What are they trying to achieve and also the business sense. So it's definitely something that is not necessarily mainstream, but it's becoming much more how they're thinking about building all their applications. Going forward, >>you know, you have almost two camps in the world. Want to get your thoughts on this guy's Because, like you have cloud native and people that are cloud native, they love it. They born the cloud that get it. Everything's cracking along. The developers air on Micro Service's They're agile train with their own micro service's. Then you got the hybrid I t. Trying to be hybrid developer, right? So you kind of have to markets coming together. So to me, I see multi cloud as kind of a combination of old legacy Data center types of I t with cloud native, not just ops and dead. But how about like trying to build developer teams inside enterprises? This seems to be a big trend, and multi club fits into that because now the reality is that I got azure. I got Amazon. Well, let's take a step back and think about the architecture. What's the foundation? So that to me, is more my opinion. But I want to get your thoughts and reactions that because if it's true, that means some new thinking has to come around around. What's the architecture? What are you trying to do? What's the workloads behavior outcome look like? What's the work flows? So there's a whole nother set of conversations that happened. >>I agree. I think the thing that the fight out there right now that we want to make mainstream is that it's a platform choice, and that's the best way to go forward. So it's still an active debate. But the idea could be I want to do multi club, but I'm gonna lock myself into the Cloud Service is if that's the intent or that's the design architecture pattern. You're really not gonna achieve the goals we all set out to do right, So in some ways we have to design ourselves or have the architecture that will let us achieve the business schools that were really going for and that really means from our perspective or from a port works perspective. There's a platform team. That platform team should run all the applications and do so in a multi cloud first design pattern. And so from that perspective, that's what we're doing from a data plan perspective. And that's what we do with Kubernetes etcetera. So from that idea going forward, what we're seeing is that customers do want to build a platform team, have that as the architecture pattern, and that's what we think is going to be the winning strategy. >>Thank you. Also, when you have the definition of cod you have to incorporate, just like with hybrid I t the legacy applications. And we saw that you throughout the years those crucial applications, as we call them People don't always want them to refer to his legacy. But those are crucial applications, and our customers were definitely thinking about how we're gonna run those and where is the right places it on Prem. We're seeing that a lot too. So I think when we talk about multi cloud, we also talk about what What is in your legacy? What is it? Yeah, I >>like I mean I use legacy. I think it's a great word because I think it really puts nail in the coffin of that old way because remember, if you think about some of the large enterprises, these legacy applications, they've been optimized for hardware and optimize their full stack. They've been build up from the ground up, so they're cool. They're running stuff, but it doesn't always translate to see a new platform designed point. So how do you mean Containers is great fit for their Cooper names. Obviously, you know is the answer. We you guys see that as well, but okay, I can keep that and still get this design point. So I guess what I want to ask you guys, as you guys are digging into some of the customer facing conversations, what are they talking about? The day talking about? The platform? Specifically? Certainly, on the security side, we're seeing everyone running away from buying tools to thinking about platforms. What's the conversation like on the cloud side >>way? Did a talk are multiplied for real talk at Barcelona? Q. Khan put your X three on Sudden. Andrew named it for reals of Izzy, but we really wanted to talk about multiplied in the real world. And when we said show of hands in Barcelona, who's running multi cloud? It was very, very few. And this was in, what, five months? Four months ago? Whereas maybe our customers are just really super advanced because of our 100 plus customers. At four words, we Eric is right. A lot of them are already running multi cloud or if not their plan, in the planning stage right now. So even in the last +56 months, this has become a reality. And we're big fans of communities. I don't know if you know Eric was the first product manager for Pernetti. Hey, he's too shy to say it on Dhe. So yeah, and we think, you know, and criminal justice to be the answer to making all They caught a reality right now. >>Well, I want to get back into G, K, E and Cooper. Very notable historic moment. So congratulations, But to your point about multi cloud, it's interesting because, you know, having multiple clouds means things, right? So, for instance, if I upgrade to office 3 65 and I kill my exchange server, I'm essentially running azure by their definition. If I'm building it, stack on AWS. I'm a native, this customer. Let's just say I want to do some tensorflow or play with big table or spanner on Google. Now >>we have three >>clouds now they're not. So they have work clothes, specific objectives. I am totally no problem. I see that like for the progressive customers, some legacy be to be people who like maybe they put their toe in the cloud. But anyone doing meaningful cloud probably has multiple clouds. But that's workload driven when you get into tying them together and is interesting. And I think that's where I think you guys have a great opportunity in this community because if open source convene the gateway to minimize the lock in and when I say lock and I mean like locking them propriety respect if his value their great use it. But if I want to move my data out of the Amazon, >>you brought up so many good points. So let me go through a few and Lisa jumping. I feel like locking. People don't wanna be locked >>in at the infrastructure level. So, like you said, if >>there's value at the higher levels of Stack, and it helps me do my business faster. That's an okay thing to exchange, but it is just locked in and it's not doing anything. They're that's not equal exchange, right, So there's definitely a move from infrastructure up the platform. So locking in >>infrastructure is what people are trying to move away from. >>From what we see from the perspective of legacy, there is a lot of things happening in industry that's pretty exciting of how legacy will also start to running containers. And I'm sure you've seen that. But containers being the basis you could run a BM as well. And so that will mean a lot for in terms of how V EMS can start >>to be matched by orchestrators like kubernetes. So that is another movement for legacy, and I wanted to acknowledge that point >>now, in terms of the patterns, there are definitely applications, like a hybrid pattern where connect the car has to upload all its data once it docks into its location and move it to the data center. So there are patterns where the workflow does move the ups are the application data between on Prem into a public cloud, for instance, and then coming back from that your trip with Lisa. There is also examples where regulations require companies to enterprise is to be able to move to another cloud in a reasonable time frame. So there's definitely a notion of Multi Cloud is both an architectural design pattern. But it's also a sourcing strategy, and that sourcing strategy is more regulation type o. R. In terms of not being locked in. And that's where I'm saying it's all those things. I'd >>love to get your thoughts on this because I like where you're going with this because it kind of takes it to a level of okay, standardization, kubernetes nights, containers, everyone knows what that is. But then you start talking about a P I gateways, for instance, right? So if I'm a car and I have five different gateways on my device, I ot devices or I have multiple vendors dealing with control playing data that could be problematic. I gotta do something like that. So I'm starting. Envision them? I just made that news case up, but my point is is that you need some standards. So on the a p I side was seeing some trends there. One saying, Okay, here's my stuff. I'll just pass parameters with FBI State and stateless are two dynamics. What do you make of that? What, What? What has to happen next to get to that next level of happiness and goodness? Because Bernays, who's got it, got it there, >>right? I feel that next level. I feel like in Lisa, Please jump. And I feel like from automation perspective, Kubernetes has done that from a P I gateway. And what has to happen next. There's still a lot of easy use that isn't solved right. There's probably tons of opportunities out there to build a much better user experience, both from the operations point of view and from what I'm trying to do is an intense because what people aren't gonna automate right now is the intent. They automate a lot of the infrastructure manual tasks, and that's goodness. But from how I docked my application, how the application did it gets moved. We're still at the point of making policy driven, easy to use, and I think there's a lot of opportunities for everyone to get better there. That's like low priority loving fruitcake manual stuff >>and communities was really good at the local food. That's a really use case that you brought up. Really. People were looking at the data now and when you're talking about persistent mean kun is his great for stateless, but for state full really crucial data. So that's where we really come in. And a number of other companies in the cloud native storage ecosystem come in and have really fought through this problem and that data management problem. That's where this platform that Aaron was talking to that >>state problem. Talk about your company. I want to go back to to, um, Google Days. Um, many war stories around kubernetes will have the same fate as map reduce. Yeah, the debates internally at Google. What do we do with it? You guys made the good call. Congratulations on doing that. What was it like to be early on? Because you already had large scale. You were already had. Borg already had all these things in place. Um, it wasn't like there was what was, >>Well, a few things l say one is It was intense, right? It was intense in the sense that amazing amount of intelligence amazing amount of intent, and right back then a lot of things were still undecided, right? We're still looking at how containers or package we're still looking at how infrastructure kit run and a lot of service is were still being rolled out. So what it really meant is howto build something that people want to build, something that people want to run with you and how to build an ecosystem community. A lot of that the community got was done very well, right? You have to give credit to things like the Sig. A lot of things like how people like advocates like Lisa had gone out and made it part of what they're doing. And that's important, right? Every ecosystem needs to have those advocates, and that's what's going well, a cz ah flip side. I think there's a lot of things where way always look back, in which we could have done a few things differently. But that's a different story for different. Today >>I will come back in the studio Palop of that. I gotta ask you now that you're outside. Google was a culture shock. Oh my God! People actually provisioning software provisioning data center culture shock when there's a little >>bit of culture shock. One thing is, and the funny thing is coming full circle in communities now, is that the idea of an application? Right? The idea of what is an application eyes, something that feels very comfortable to a lot of legacy traditional. I wanna use traditional applications, but the moment you're you've spent so much time incriminates and you say, What's the application? It became a very hard thing, and I used to have a lot of academic debates. Where is saying there is no application? It's It's a soup of resources and such. So that was a hard thing. But funny thing is covered, as is now coming out with definitions around application, and Microsoft announced a few things in that area to so there are things that are coming full circle, but that just shows how the movement has changed and how things are becoming in some ways meeting each other halfway. >>Talk about the company, what you guys are doing. Take a moment. Explain in context to multi cloud. We're here. Port works. What's the platform? It's a product. What's the value proposition? What's the state of the company. >>So the companies? Uh well, well, it's grown from early days when Lisa and I joined where we're probably a handful now. We're in four or five cities. Geography ease over 100 people over 150 customers and there. It's been a lot of enterprises that are saying, like, How do I take this pattern of doing containers and micro service is And how do I run it with my mission? Critical business crinkle workloads. And at that point, there is no mission critical business critical workload that isn't stable so suddenly they're trying to say, How do I run These applications and containers and data have different life cycles. So what they're really looking for is a data plane that works with the control planes and how controlled planes are changing the behavior. So a lot of our technology and a lot of our product innovation has been around both the data plane but a storage control plane that integrates with a computer controlled plane. So I know we like to talk about one control plane. There's actually multiple control planes, and you mentioned security, right? If I look at how applications are running way after now securely access for applications, and it's no longer have access to the data. Before I get to use it, you have to now start to do things like J W. T. Or much higher level bearer tokens to say, I know how to access this application for this life cycle for this use case and get that kind of resiliency. So it's really around having that storage. More complexity absolutely need abstraction >>layers, and you got compute. Look, leading work there. But you gotta have >>software to do it from a poor works perspective. Our products entirely software right down loans and runs using kubernetes. And so the point here is we make remarries able to run all the staple workloads out of the box using the same comment control plane, which is communities. So that's the experiences that we really want to make it so that Dev Ops teams can run anywhere close. And that's that's in some ways been part of the mix. Lisa, >>we've been covering Dev up, going back to 2010. Remember when I first was hanging around San Francisco 2008 joint was coming out the woodwork and all that early days and you look at the journey of how infrastructures code We talked about that in 2008 and now we'll get 11 years later. Look at the advancements you've been through this now The tipping point. It's just seems like this wave is big and people are on it. The developers air getting it. It's a modern renaissance of application developers, and the enterprises it's happening in the enterprise is not just like the nerds Tier one, the Alfa Geeks or >>the Cloud native. It's happening in the >>everyone's on board this time, and you and I have been in the trenches in the early stages of many open source projects. And I think with with kubernetes Arab reference of community earlier, I'm super proud to be running the world's largest CNC F for user group. And it's a great community, a diverse community, super smart people. One of my favorite things about working for works is we have some really smart engineers that have figured out what companies want, how to solve problems, and then we'll go creative. It'll open source projects. We created a project called autopilot, really largely because one of our customers, every who's in the G s space and who's running just incredible application. You can google it and see what the work they're doing. It's all there publicly, Onda We built, you know, we built an open source project for them to help them get the most out of kubernetes. We can say so. There's a lot of people in the community system doing that. How can we make communities better halfway make commitments, enterprise grade and not take years to do that? Like some of the other open source projects that we worked on, it took. So it's a super exciting time to be here, >>and open source is growing so fast now. I mean, just think about how these projects being structured. Maur and Maur projects are coming online and user price, but a lot more vendor driven projects to use be mostly and used, but now you have a lot of vendors who are users. So the line is blurring between Bender User in Open source is really fascinating. >>Well, you look at the look of the landscape on the C N. C f. You know the website. I mean, it's what 400 that are already on board. It's really important. >>They don't have enough speaking slasher with >>right. I know, and it's just it. It is users and vendors. Everybody's in this community together. It's one of things that makes it super exciting. And it it's how we know this is This was the right choice for us to base this on communities because that's what everybody, you guys >>are practically neighbors. So we're looking for seeing the studio. Palo Alto Eric, I want to ask you one final question on the product side. Road map. What you guys thinking As Kubernetes goes, the next level state, a lot of micro service is observe abilities becoming a key part of it, Obviously, automation, configuration management things are developing fast. State. What's the What's the road map for you guys? >>For us, it's been always about howto handle the mission critical and make that application run seamlessly. And then now we've done a lot of portability. So disaster recovery has been one of the biggest things for us is that customers are saying, How do I do a hybrid pattern back to your earlier question of running on Prem and in Public Cloud and do a d. R. Pale over into some of the things at least, is pointing out that we're announcing soon is non series autopilot in the idea, automatically managing applications scale from a volume capacity. And then we're actually going to start moving a lot more into some of the what you do with data after the life cycle in terms of backup and retention. So those are the things that everyone's been pushing us and the customers are all asking for. You >>know, I think data they were back in recovery is interesting. I think that's going to change radically. And I think we look at the trend of how yeah, data backup and recovery was built. It was built because of disruption of business, floods, our gains, data center failure. But I think the biggest disruptions ransomware that malware. So security is now a active disruptor. So it's not like it after the hey, if we ever have, ah, fire, we can always roll back. So you're infected and you're just rolling back infected code. That's a ransomware dream. That's what's going on. So I think data protection it needs to be >>redefined. What do you think? Absolutely. I think there's a notion of How do I get last week's data last month? And then oftentimes customers will say, If I have a piece of data volume and I suddenly have to delete it, I still need to have some record of that action for a long time, right? So those are the kinds of things that are happening and his crew bearnaise and everything. It gets changed. Suddenly. The important part is not what was just that one pot it becomes. How do I reconstruct everything? What action is not one thing. It's everywhere. That's right and protected all through the platform. If it was a platform decision, it's not some the cattlemen on the side. You can't be a single lap. It has to be entire solution. And it has to handle things like, Where do you come from? Where is it allowed to go? And you guys have that philosophy. We absolutely, and it's based on the enterprises that are adopting port works and saying, Hey, this is my romance. I'm basing it on Kubernetes. You're my date a partner. We make it happen. >>This speaks to your point of why the enterprise is in. The vendors jumped in this is what people care about Security. How do you solve this last mile problem? Storage. Networking. How do you plug those holes in Kubernetes? Because that is crucial to our >>personal private moment. Victory moment for me personally, was been a big fan of Cuban is absolutely, you know, for years. Then there were created, talked about one. The moments that got me that was really kind of a personal, heartfelt moment was enterprise buyer. And, you know, the whole mindset in the Enterprise has always been You gotta kill the old to bring in the new. And so there's always been that tension of a you know, the shiny new toy from Silicon Valley or whatever. You know, I'm not gonna just trash this and have a migration za paying that. But for I t, they don't want that to do that. They hate doing migrations, but with containers and kubernetes that could actually they don't to end of life to bring in the new project. They can do it on their own timetable or keep it around. So that took a lot of air out of the tension in on the I t. Side because they say great I can deal with the lifecycle management, my app on my own terms and go play with Cloud native and said to me, that's like that was to be like, Okay, there it is. That was validation. That means this Israel because now they can innovate without compromising. >>I think so. And I think some of that has been how the ecosystems embrace it, right. So now it's becoming all the vendors are saying my internal stack is also based on community. So even if you as an application owner or not realizing it, you're gonna take a B M next year and you're gonna run it and it's gonna be back by something like awesome. Lisa >>Marie Nappy Eric on Thank you for coming on Port Works Hot start of multiple cities Kubernetes big developer Project Open Source. Talking about multi cloud here at the inaugural Multi cloud conference in New York City. It's the Cube Courage of escape. 2019. I'm John Period. Thanks for watching
SUMMARY :
from New York. It's the Q covering Escape. It's all about multi Cloud, and we're here. So this seems to be the theme here about So it's definitely something that is not So that to me, And so from that perspective, that's what we're doing from And we saw that you throughout the years those crucial applications, So I guess what I want to ask you guys, as you guys are digging into some of the customer facing So even in the last +56 months, So congratulations, But to your point about multi cloud, it's interesting because, And I think that's where I think you guys have a great opportunity in this community because if open you brought up so many good points. in at the infrastructure level. That's an okay thing to exchange, But containers being the basis you could So that is another movement for legacy, now, in terms of the patterns, there are definitely applications, like a hybrid pattern where connect the car has So on the a p I side was seeing some trends there. We're still at the point of making policy driven, easy to use, and I think there's a lot of opportunities for everyone to get And a number of other companies in the cloud native storage ecosystem come in and have really fought through this problem You guys made the good call. to build, something that people want to run with you and how to build an ecosystem community. I gotta ask you now that you're outside. but that just shows how the movement has changed and how things are becoming in some ways meeting Talk about the company, what you guys are doing. So the companies? But you gotta have So that's the experiences that we really want 2008 joint was coming out the woodwork and all that early days and you look at the journey It's happening in the So it's a super exciting time to be here, So the line is blurring between Bender User in Well, you look at the look of the landscape on the C N. C f. You know the website. base this on communities because that's what everybody, you guys What's the What's the road map for you guys? of the what you do with data after the life cycle in terms of backup and retention. So it's not like it after the hey, And it has to handle things like, Where do you come from? Because that is crucial to our in on the I t. Side because they say great I can deal with the lifecycle management, So now it's becoming all the vendors are saying my internal stack is also based on community. It's the Cube Courage of escape.
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Eric Han & Lisa-Marie Namphy, Portworx | ESCAPE/19
>>from New York. It's the Q covering escape. 19. Hey, welcome back to the Cube coverage here in New York City for the first inaugural multi cloud conference called Escape. We're in New York City. Was staying in New York, were not escapee from New York were in New York. So about Multi Cloud. And we're here. Lisa Marie Nancy, developer advocate for report works, and Eric Conn, vice president of products. Welcome back with you. >>Thank you, John. >>Good to see you guys. So whenever the first inaugural of anything, we want to get into it and find out why. Multiplied certainly been kicked around. People have multiple clouds, but is there really multi clouding going on? So this seems to be the theme here about setting the foundation, architecture and data to kind of consistent themes. What's your guys take? Eric, What's your take on this multi cloud trend? >>Yeah, I think it's something we've all been actively watching for a couple years, and suddenly it is becoming the thing right? So every we just had a customer event back in Europe last week, and every customer there is already running multi cloud. It's always something on their consideration. So there's definitely it's not just a discussion topic. It's now becoming a practical reality. So this event's been perfect because it's both the sense of what are people doing, What are they trying to achieve and also the business sense. So it's definitely something that is not necessarily mainstream, but it's becoming much more how they're thinking about building all their applications Going forward. >>You know, you have almost two camps in the world to get your thoughts on this guy's because like you have a cloud native people that are cloud needed, they love it. They're born in the cloud that get it. Everything's bringing along. The developers are on micro service's They're agile train with their own micro service is when you got the hybrid. I t trying to be hybrid developer, right? So you kind of have to markets coming together. So to me, Essie multi Cloud as a combination of old legacy Data Center types of I t with cloud native not just optioned. It was all about trying to build developer teams inside enterprises. This seems to be a big trend, and multi cloud fits into them because now the reality is that I got azure, I got Amazon. Well, let's take a step back and think about the architecture. What's the foundation? So that to me, is more my opinion. But I want to get your thoughts and reactions that because if it's true, that means some new thinking has to come around around. What's the architecture, What we're trying to do? What's the workloads behavior outcome look like? What's the workflow? So there's a whole nother set of conversations. >>Yeah, that happened. I agree. I think the thing that the fight out there right now that we want to make mainstream is that it's a platform choice, and that's the best way to go forward. So it's still an active debate. But the idea could be I want to do multi club, but I'm gonna lock myself into the Cloud Service is if that's the intent or that's the design architecture pattern. You're really not gonna achieve the goals we all set out to do right, So in some ways we have to design ourselves or have the architecture that will let us achieve the business schools that were really going for and that really means from our perspective or from a port Works perspective. There's a platform team. That platform team should run all the applications and do so in a multi cloud first design pattern. And so from that perspective, that's what we're doing from a data plane perspective. And that's what we do with Kubernetes etcetera. So from that idea going forward, what we're seeing is that customers do want to build a platform team, have that as the architecture pattern, and that's what we think is going to be the winning strategy. >>Thank you. Also, when you have the death definition of cod, you have to incorporate, just like with hybrid a teeny the legacy applications. And we saw that you throughout the years those crucial applications, as we call them. People don't always want them to refer to his legacy. But those are crucial applications, and our customers were definitely thinking about how we're gonna run those and where is the right places it on Prem. We're seeing that a lot, too. So I think when we talk about multi cloud, we also talk about what what is in your legacy? What is your name? I mean, I >>like you use legacy. I think it's a great word because I think it really nail the coffin of that old way because remember, if you think about some of the large enterprises these legacy applications didn't optimized for harden optimize their full stack builds up from the ground up. So they're cool. They're running stuff, but it doesn't translate to see a new platform design point. So how do you continue? This is a great fit for that, cos obviously is the answer. You guys see that? Well, okay, I can keep that and still get this design point. So I guess what I want to ask you guys, as you guys are digging into some of the customer facing conversations, what are they talking about? The day talking about? The platform? Specifically? Certainly on the security side, we're seeing everyone running away from buying tools were thinking about platform. What's the conversation like on the outside >>before your way? Did a talk are multiplied for real talk at Barcelona. Q. Khan put your X three on son. Andrew named it for reals of busy, but we really wanted to talk about multiplied in the real world. And when we said show of hands in Barcelona, who's running multi pod. It was very, very few. And this was in, what, five months? Four months ago? Whereas maybe our customers are just really super advanced because of our 100 plus customers. At four words, we Eric is right. A lot of them are already running multi cloud or if not their plan, in the planning stage right now. So even in the last +56 months, this has become a reality. And we're big fans of your vanities. I don't know if you know, Eric was the first product manager for Pernetti. T o k. He's too shy to say it on dhe. So yeah, and we think, you know, And when it does seem to be the answer to making all they caught a reality right now. >>Well, I want to get back into G k e. And Cooper was very notable historical. So congratulations. But your point about multi cloud is interesting because, you know, having multiple clouds means things, right? So, for instance, if I upgrade to office 3 65 and I killed my exchange server, I'm essentially running azure by their definition. If I'm building a stack I need of us, I'm a Navy best customer. Let's just say I want to do some tensorflow or play with big table. Are spanner on Google now? I have three clouds. No, they're not saying they have worked low specific objectives. I am totally no problem. I see that all the progressive customers, some legacy. I need to be people like maybe they put their tone a file. But anyone doing meaningful cloud probably has multiple clouds, but that's workload driven when you get into tying them together. It's interesting. I think that's where I think you guys have a great opportunity in this community because it open source convene the gateway to minimize the locket. What locket? I mean, like locking the surprise respect if its value, their great use it. But if I want to move my data out of the Amazon, >>you brought up so many good points. So let me go through a few and Lisa jumping. I feel like locking. People don't wanna be locked in at the infrastructure level. So, like you said, if there's value at the higher levels of Stack and it helps me do my business faster, that's an okay thing to exchange. But if it's just locked in and it's not doing anything. They're that's not equal exchange, right? So there's definitely a move from infrastructure up the platform. So locking in infrastructure is what people are trying to move away from. From what we see from the perspective of legacy, there is a lot of things happening in industry that's pretty exciting. How legacy will also start to run in containers, and I'm sure you've seen that. But containers being the basis you could run a BM as well. And so that will mean a lot for in terms of how VM skin start to be matched by orchestrators like kubernetes. So that is another movement for legacy, and I wanted to acknowledge that point now, in terms of the patterns, there are definitely applications, like a hybrid pattern where connect the car has to upload all its data once it docks into its location and move it to the data center. So there are patterns where the workflow does move the ups are the application data between on Prem into a public cloud, for instance, and then coming back from that your trip with Lisa. There is also examples where regulations require companies to enterprise is to be able to move to another cloud in a reasonable time frame. So there's definitely a notion of Multi Cloud is both an architectural design pattern. But it's also a sourcing strategy and that sourcing strategies Maura regulation type o. R in terms of not being locked in. And that's where I'm saying it's all those things. >>You love to get your thoughts on this because I like where you're going with this because it kind of takes it to a level of Okay, standardization kubernetes nights containing one does that. But then you're something about FBI gateways, for instance. Right? So if I'm a car, have five different gig weighs on my device devices or I have multiple vendors dealing with control playing data that could be problematic. I gotta do something. So I started envisioned. I just made that this case up. But my point is, is that you need some standards. So on the A p I side was seeing some trends there once saying, Okay, here's my stuff. I'll just pass Paramus with FBI, you know, state and stateless are two dynamics. What do you make of that? What? What what has to happen next to get to that next level of happiness and goodness because Ruben is has got it, got it there, >>right? I feel like next level. I feel like in Lisa. Please jump. And I feel like from automation perspective, Kubernetes has done that from a P I gateway. And what has to happen next. There's still a lot of easy use that isn't solved right. There's probably tons of opportunities out there to build a much better user experience, both from operations point of view and from what I'm trying to do is an intense because what people aren't gonna automate right now is the intent to automate a lot of the infrastructure manual tasks, and that's goodness. But from how I docked my application, how the application did, it gets moved. We're still at the point of making policy driven, easy to use, and I think there's a lot of opportunities for everyone to get better there. >>That's like Logan is priority looking fruity manual stuff >>and communities was really good at the food. That's a really use case that you brought up really. People were looking at the data now, and when you're talking about persistent mean Cooney's is great for stateless, but for St Paul's really crucial data. So that's where we really come in. And a number of other companies in the cloud native storage ecosystem come in and have really fought through this problem and that data management problem. That's where this platform that Aaron was talking about >>We'll get to that state problem. Talk about your company. I wanna get back Thio, Google Days, um, many war stories around kubernetes. We'll have the same fate as map reduce. You know, the debates internally and Google. What do we do with it? You guys made a good call. Congratulations doing that. What was it like to be early on? Because you already had large scale. You already had. Borg already had all these things in place. Was it like there was >>a few things I'll say One is. It was intense, right? It was intense in the sense that amazing amount of intelligence, amazing amount of intent, and right back then a lot of things were still undecided, right? We're still looking at how containers are package. We're still looking at how infrastructure Kate run and a lot of the service's were still being rolled out. So what it really meant is howto build something that people want to build, something that people want to run with you and how to build an ecosystem community. A lot of that the community got was done very well, right? You have to give credit to things like the Sig. A lot of things like how people like advocates like Lisa had gone out and made it part of what they're doing. And that's important, right? Every ecosystem needs to have those advocates, and that's what's going well, a cz ah flip side. I think there's a lot of things where way always look back, in which we could have done a few things differently. But that's a different story for different >>will. Come back and get in the studio fellow that I gotta ask you now that you're outside. Google was a culture shock. Oh my God. People actually provisioning software. Yeah, I was in a data center. Cultures. There's a little >>bit of culture shock. One thing is, and the funny thing is coming full circle in communities now, is that the idea of an application, right? The idea of what is an application eyes something that feels very comfortable to a lot of legacy traditional. I wanna use traditional applications, but the moment you're you've spent so much time incriminates and you say, What's the application? It became a very hard thing, and I used to have a lot of academic debates wise saying there is no application. It's it's a soup of resources and such. So that was a hard thing. But funny thing is covered, as is now coming out with definitions around application, and Microsoft announced a few things in that area to so there are things that are coming full circle, but that just shows how the movement has changed and how things are becoming in some ways meeting each other halfway. >>Talk about the company. What you guys are doing. Taking moments explaining contacts. Multi Cloud were here. Put worse. What's the platform? It's a product. What's the value proposition? What's the state of the company? >>Yes. So the companies? Uh well, well, it's grown from early days when Lisa and I joined where we're probably a handful now. We're in four or five cities. Geography is over 100 people over 150 customers and there. It's been a lot of enterprises that are saying, like, How do I take this pattern? Doing containers and micro service is, and how do I run it with my mission? Critical business crinkle workloads And at that point, there is no mission critical business critical workload that isn't stable so suddenly they're trying to say, How do I run These applications and containers and data have different life cycles. So what they're really looking for is a data plane that works with the control planes and how controlled planes are changing the behavior. So a lot of our technology and a lot of our product innovation has been around both the data plane but a storage control plane that integrates with a computer controlled plane. So I know we like to talk about one control plane. There's actually multiple control planes, and you mentioned security, right? If I look at how applications are running way, acting now securely access for applications and it's no longer have access to the data. Before I get to use it, you have to now start to do things like J W. T. Or much higher level bear tokens to say I know how to access this application for this life cycle for this use case and get that kind of resiliency. So it's really around having that >>storage. More complexity, absolutely needing abstraction layers and you compute. Luckily, work there. But you gotta have software to do it >>from a poor box perspective. Our products entirely software right down loans and runs using kubernetes. And so the point here is we make remarries able to run all the staple workloads out of the box using the same comment control plane, which is communities. So that's the experiences that we really want to make it so that Dev Ops teams can run anywhere close. And that's that's in some ways been part of the mix. >>Lisa, we've been covering Jeff up. Go back to 2010. Remember when I first I was hanging around? San Francisco? Doesn't eight Joint was coming out the woodwork and all that early days. You look at the journey of how infrastructures code. We'll talk about that in 2008 and now we'll get 11 years later. Look at the advancements you've been through this now the tipping point just seems like this wave is big and people are on developers air getting it. It's a modern renaissance of application developers, and the enterprise it's happening in the enterprise is not just like the energy. You're one Apple geeks or the foundation. It's happening in >>everyone's on board this time, and you and I have been in the trenches in the early stages of many open source projects. And I think with kubernetes Arab reference of community earlier, I'm super proud to be running the world's largest CNC F for user group. And it's a great community, a diverse community, super smart people. One of my favorite things about working poor works is we have some really smart engineers that have figured out what companies want, how to solve problems, and then we'll go credible open source projects. We created a project called autopilot, really largely because one of our customers, every who's in the G s space and who's running just incredible application, you can google it and see what the work they're doing. It's all out there publicly. Onda we built, you know, we've built an open source project for them to help them get the most out of kubernetes we can say so there's a lot of people in the community system doing that. How can we make communities better? Half We make competitive enterprise grade and not take years to do that. Like some of the other open source projects that we worked on, it took. So it's a super exciting time to be here, >>and open source is growing so fast. Now just think about having project being structured. More and more projects are coming online and user profit a lot more. Vendor driven projects, too used mostly and used with. Now you have a lot of support vendors who are users, so the line is blurring between then their user in open source is really fast. >>Will you look at the look of the landscape on the C N. C. F? You know the website. I mean, it's what 400 that are already on board. It's really important. >>They don't have enough speaking slasher with >>right. I know, and it's just it. It is users and vendors. Everybody's in the community together. It's one of things that makes it super exciting, and it's how we know this is This was the right choice for us. Did they communities because that's what? Everybody? >>You guys are practically neighbors. We look for CNN Studio, Palo Alto. I wanna ask you one final question on the product side. Road map. What you guys thinking As Kubernetes goes, the next level state, a lot of micro service is observe. Ability is becoming a key part of it. The automation configuration management things are developing fast. State. What's the road for you guys? For >>us, it's been always about howto handle the mission critical and make that application run seamlessly. And then now we've done a lot of portability. So disaster recovery is one of the biggest things for us is that customers are saying, How do I do a hybrid pattern back to your earlier question of running on Prem and in Public Cloud and do a D. R fail over into a Some of the things, at least, is pointing out. That we're announcing soon is non Terry's autopilot in the idea of automatically managing applications scale from a volume capacity. And then we're actually going to start moving a lot more into some of what you do with data after the life cycle in terms of backup and retention. So those are the things that everyone's been pushing us, and the customers are all asking, >>You know, I think data that recovery is interesting. I think that's going to change radically. And I think we look at the trend of how yeah, data backup recovery was built. It was built because of disruption of business, floods, our games. That's right. It is in their failure. But I think the biggest disruptions ransomware that malware. So security is now a active disruptor, So it's not like it After today. If we hadn't have ah, fire, we can always roll back. So you're infected and you're just rolling back infected code. That's a ransomware dream. That's what's going on. So I think data protection needs to redefine. >>What do you think? Absolutely. I think there's a notion of how do I get last week's data last month and then oftentimes customers will say If I have a piece of data volume and I suddenly have to delete it, I still need to have some record of that action for a long time, right? So those are the kinds of things that are happening and his crew bearnaise and everything, it gets changed. Suddenly, the important part is not what was just that one pot it becomes. How do I reconstruct everything? Action >>is not one thing. It's everywhere That's right, protected all through the platform. It is a platform decision. It's not some cattlemen on the side. >>You can't be a single lap. It has to be entire solution. And it has to handle things like, Where do you come from? Where is it allowed to go? >>You guys have that philosophy? >>We absolutely. And it's based on the enterprises that are adopting port works and saying, Hey, this is my romance. I'm basing it on Kubernetes here, my data partner. How do you make it happen? >>This speaks to your point of why the enterprise is in the vendors jumped in. This is what people care about security. How do you solve this last mile problem? Storage, Networking. How do you plug those holes and kubernetes? Because that is crucial. >>One personal private moment. Victory moment for me personally, Waas been a big fan of Cuban, is actually, you know, for years in there when it was created, talked about one of moments that got me was personal. Heartfelt moment was enterprise buyer on. The whole mindset in the enterprise has always been You gotta kill the old to bring in the new. And so there's always been that tension of a you know, the shame, your toy from Silicon Valley or whatever. You know, I'm not gonna just trash this and have a migration is a pain in the butt fried. You don't want that to do that. They hate doing migrations, but with containers and kubernetes, they actually they don't end of life to bring in the new project they could do on their own or keep it around. So that took a lot of air out of the tension in on the I t. Side. Because it's a great I can deal with the life cycle of my app on my own terms and go play with Cloud native and said to me, I was like, That was to be like, Okay, there it is. That was validation. That means this is real because now they will be without compromising. >>I think so. And I think some of that has been how the ecosystems embraced it, right, So now it's becoming all the vendors are saying My internal stack is also based on company. So even if you as an application owner or not realizing it, you're gonna take a B M next year and you're gonna run it and it's gonna be back by something like >>the submarine and the aircon. Thank you for coming on court. Worse Hot started Multiple cities Kubernetes Big developer Project Open Source Talking about multi cloud here at the inaugural Multi Cloud Conference in New York City Secu Courage of Escape Plan 19 John Corey Thanks for watching.
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from New York. It's the Q covering escape. So this seems to be the theme here about So it's definitely something that is not So that to me, is that it's a platform choice, and that's the best way to go forward. And we saw that you throughout the years those crucial applications, So I guess what I want to ask you guys, as you guys are digging into some of the customer facing So even in the last +56 months, I see that all the progressive customers, some legacy. But containers being the basis you could run a BM as well. So on the A p I side was seeing some trends there once saying, aren't gonna automate right now is the intent to automate a lot of the infrastructure manual tasks, And a number of other companies in the cloud native storage ecosystem come in and have really fought through this problem You know, the debates internally and Google. A lot of that the community got Come back and get in the studio fellow that I gotta ask you now that you're outside. but that just shows how the movement has changed and how things are becoming in some ways meeting What's the state of the company? So a lot of our technology and a lot of our product innovation has been around both the data plane but But you gotta have software to do it So that's the experiences that we really want to make it so that Dev Ops teams You look at the journey of how infrastructures code. And I think with kubernetes Arab reference of community earlier, I'm super proud so the line is blurring between then their user in You know the website. Everybody's in the community together. What's the road for you guys? So disaster recovery is one of the biggest things for us So I think data protection needs to redefine. Suddenly, the important part is not what was It's not some cattlemen on the side. And it has to handle things like, Where do you come from? And it's based on the enterprises that are adopting port works and saying, Hey, this is my romance. How do you solve this last mile problem? And so there's always been that tension of a you know, the shame, your toy from Silicon Valley or whatever. So now it's becoming all the vendors are saying My internal stack is also based on company. Kubernetes Big developer Project Open Source Talking about multi cloud here at the
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Lisa-Marie Namphy, Portworx | OpenStack Summit 2018
>> Announcer: Live from Vancouver, Canada. It's the CUBE. Coverage OpenStack Summit North American 2018. Brought to you by Red Hat, the OpenStack Foundation and its ecosystem partners. >> Stu: Welcome to SiliconANGLE Media's coverage of OpenStack Summit 2018. This is the CUBE. We're on day two of three days of live coverage. I'm Stu Miniman here with my co-host, John Troyer. Beautiful city here in Vancouver. There's been a bunch of parties last night, community things going on and to help us kind of set the stage for day two happy to welcome back to the program Lisa-Marie Namphy whose an OpenStack ambassador and also now a developer advocate with Portworx. Lisa, great to see you. >> Lisa: Thank you, guys, always great to be here. >> Stu: So, you're wearing a new logo ?????? Why don't you bring us up to speed on some of the many hats you're wearing. >> Lisa: Yeah, I joined the team at Portworx a few months back, super exciting, cognitive storage. If you want to run safe provocations like databases and containers, that's where Portworx comes in. So, it's a great space and as you know I've been in the cognitive space for a long time so I'm very happy to join the team of Portworx. >> Stu: I love, there's the open dev stuff going on here at the show. There was a keynote this morning, Forrest did a nice job of it. We'll actually have Immam on the CUBE tomorrow to talk some more about this, but you're at that nice intersection of how the developers fit into this, containers has been a hot discussion here for a few years, that whole cloud-native term that you've brought up, what is that mean to the OpenStack community, give us your level set as to what you see happening here in the OpenStack and beyond. >> Lisa: Yes, as you intimated I am still the tech ambassador for North America and have been for a long time, so I have seen this change coming, this progression, super-exciting at this conference how they've embraced those technologies that have been part of the story, but they really embraced at a very serious way as you saw from the keynotes yesterday. All the other technologies like works being done around containers, like Edge, ioT, all these wonderful stories that are getting showcased at this conference and customers and partners and communities coming together and working together, I think that's the most exciting part. >> John: Well, Lisa you run the meetup formally known as the Bay Area OpenStack meetup which just changed it name. Can you talk a little bit about that? >> Lisa: Yeah, well we just thought that, after looking at our schedule, and over the last two years I think that I've run 18 meetups on Kubernetes and Docker and Mesos and I just felt like networking and storage and all of the stuff we showcased I would keep. We didn't feel like the name was really reflective of the content that we were delivering and Cloud-native and Open-infrastructure is more of a broad term and that's the content that we've been delivering, and that's what the community has been wanting to talk about and wanting to come together over. So I changed the name. >> John: You guys have had great success, right? It's one of the biggest, or one of the biggest, meetup in this space. >> Lisa: It is, yeah, it's the world's largest ever tech issue group. We have over 6,000 members. >> John: People show up >> Lisa: They do. >> John: I've been to meetings. >> Lisa: A nice note to everybody, I didn't want anyone to panic, we still love OpenStack, and remember, OpenStack is a foundation of this, it was the first OpenStack meetup, but OpenStack is at the core of all of this technology, so it's built on OpenStack OpenStack's inside and so it's open infrastructure's a better, more encompassing title. >> Stu: I think that's great, we actually in some of the interviews we did yesterday, we had a COB provider from Australia and you go look around their website and it's not like they're saying, "Hey, OpenStack" all over the place, they're infrastructure and service for government and when you dig down underneath, what do you know, there's OpenStack there. Talk to a number of software companies that, when you dig into their IP, it's like "Oh, okay, we're using one of these projects from OpenStack." So, the premise I had had a few years ago is we know Opensource is a bunch of tools out there and it's not necessarily just like Linux permeated throughout the data center, OpenStack has that opportunity to that next generation of helping us to build everything from structure to service to all of these software products that are inside. >> Lisa: Absolutely and we saw during all those keynotes yesterday all the different projects when they did show what was being shown as the demo, all these projects coming together, maybe only two of them, that an OpenStack project, it's all of these communities coming together, working together, and it's kind of changed because everything's been focusing on business problems and this, I think, is the biggest shift that this shows. You know, these user communities not being so focused on the project that they're working on, but really focusing on use cases and trying to solve those problems, and now, I haven't said this to Lauren and Jonathan, I feel like when they pull the design from it out, I think that went a long way to taking away the project focus, because when you have a design summit and everyone runs off into their rooms to talk about cinder or nova or whatever it was they argue about the next release, that has all been removed and now its happening elsewhere and it really let the community come together and work together and bring all the technologies together. >> Stu: What do you, the conference in general, what's the vibe here? Obviously, we're in a beautiful place, everyone's really kind of stunned by the mountains everyone, not the first time though OpenStack Summit's been here in Vancouver, but what's the vibe, what's the feeling? >> Lisa: Yeah, it's so great to be back here. Congratulations on the trained whales that you've got for the free tram behind us. Vancouver, I mean, yeah Canada. It's just everyone's been so nice, so wonderful, it's so beautiful, wow, extremely happy to be back here. I think the Summit's been going great, you know. Non-dairy options at the coffee stations, I love that, too. They've thought of everything, the marketplace was booming last night, we had a little ambassador stand where people could come up and do a meet and greet and I was like pilled that there was so many people coming by for the whole hour. The energy has been wonderful and everybody feels involved. You know, this is a very communal feeling to this Summit. >> Stu: Great, to tell us about Portworx, give us the update there, how that fits into what's happening at the show. You've been lost in shows lately, you've got more coming up in the next month. >> Lisa: Absolutely, I mean, people just think okay it's an OpenStack summit, is it really going to be relevant? I have so many customers here, it's been fantastic to catch up with people and Portworx, it's a startup out of Spokane Valley, based in Los Altos and we have almost a hundred customers now and it's live in production, running Kubernetes in production and the problem with when you wanted to run those fateful applications, people think of containers as stateless traditionally, particularly Kubernetes, but what are you going to do with the data, right? The database is still super important so whether it's Postscript or MySequal or Kassberg or Santros, those fateful applications are really important and not the problem that Portworx solves. It's a cognitive storage company, but it's really beyond that, things you would expect from traditional VM, high availability, things like that, we can solve those problems if you want to run Postscript in a container. We worked really closely with Nasos, say resallas, the Kubernetes team with Docker. We'll be at DockerCon, the other, next week, and so we are actually doing the next meetup in the San Francisco Bay area. The first one we're going to bring all of these group together, we're doing it in conjunctions with our french and code press who run the production ready container, used to be container 101 meetup, so we're going to get together with them and with our Cloud-native open-infra user group. So, we're going to a meetup on June 6th, so I hope you guys come? >> John: Great, so I mean you said there's a lot of, going back to the conflict of business users, you know, folks who actually need to get stuff done, anything you're looking at in a conference in terms of the news, the clean release is out, so in terms of technologies, you're hearing about, talked about, buzz, the VTBU stuff, I don't know all what different, I know there's a lot of other storage news coming out this week, but anything that you guys are hearing in the air? >> Lisa: I mean, around again the adjacent technologies, CASA containers, a big focus here, and I hope that they're going to be a big focus, I hope I can finally run the first ever robotic containment meetup. We're going to have them do a hands-on lab at our OpenStack birthday party event on the "8th" I put that in quotes because it's a half-day hands-on lab training, it's sorry the 10th, July 10th, we want to focus on product containers, we want to focus on some of the new technology, Akrana, you heard me mention that yesterday. That's coming out, Edge, so Edge technology is huge, Vast was on stage again, right, talking about what they are doing, OpenDev as a subtrack of this constant or however they say that, it's super exciting. I think Boris Sunstach this morning, Boris is a sponsor Lawrence was a sponsor of that and I think the OpenDev community is really, it's bringing kind of of the developers and technology back into the fold and having this kind of of un-conference or sub-conference going on as a track, which is fantastic. I'm speaking tomorrow on the container track, container info-structure track, so super-excited about that it's also a track, but that's what I loved about this conference, about how they're really focusing on these kind of new and up-and-coming areas that are super hot. >> Stu: Lisa-Marie Namphy, really appreciate you helping us kick off day two coverage, so much these blendings of these communities helping the users put together the overall solution to get done what they need to get done. >> Lisa: Yeah, Bob Obasek of that foundation they've done a fantastic job, the energy of this summit has been fantastic. >> Stu: We've got a full lineup today, we've got practitioners, we've got the ecosystem, and for John Troyer I'm Stu Miniman. Thanks for watching the CUBE.
SUMMARY :
Brought to you by Red Hat, the OpenStack Foundation and This is the CUBE. on some of the many hats you're wearing. Lisa: Yeah, I joined the team at Portworx level set as to what you see happening here in the of the story, but they really embraced at a very serious the Bay Area OpenStack meetup which just changed it name. Open-infrastructure is more of a broad term and that's the It's one of the biggest, or one of the biggest, Lisa: It is, yeah, it's the world's largest ever OpenStack meetup, but OpenStack is at the core of all Talk to a number of software companies that, when you dig and now its happening elsewhere and it really let the Congratulations on the trained whales that you've got for in the next month. running Kubernetes in production and the problem with when and technology back into the fold and having this kind of communities helping the users put together the overall a fantastic job, the energy of this summit and for John Troyer I'm Stu Miniman.
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Rob Lee, CTO, Pure Storage
(bright music) (logo whooshing) >> Welcome everyone to theCUBEs continuing coverage of AWS 2021. I'm your host, Lisa Martin. We are excited to be running one of the industry's most important and largest hybrid tech events of the year with AWS and its ecosystem partners. We have two live sets, two remote studios, we've got over a hundred guests on the program, and we're going to be talking about the next decade of cloud innovation. We are pleased to welcome back one of our alumni to the program, Rob Lee, the CTO of Pure Storage. Rob, thank you so much for joining us today. >> Good to see you again, Lisa, and thanks for having me. >> Likewise and I was stalking you on LinkedIn. Looks like you've got a promotion since I last saw you. Congratulations >> Thank you. >> on your appointment as a CTO. >> No, thank you very much. Very excited to be taking the reins and for all the great stuff that's ahead of us. >> Lot of great stuff, I'm sure. I also saw that once again, Pure has been named a leader in several gartner magic quadrants for primary storage, for distributed file storage, and object storage. Lots of great things continuing to go on from the orange side. Let's talk about hybrid. I've seen so much transformation and acceleration in the last 20 plus months, but I'd love to see what you guys are seeing with respect to your customers and their hybrid cloud strategies. What problems are they in this dynamic day and age are they looking to solve? >> Yeah, absolutely. I think, all in all, I think, you know, customers are definitely maturing in their understanding and approach to all things around cloud. And I think when it comes to their approach towards hybrid cloud, one of the things that we're seeing is that customers are really, you know, focusing extra hard and just trying to make sure that they're making the best use of all their IT tools. And what that means is, you know, not just looking at hybrid cloud as a way to connect from on-prem to the cloud, but really being able to make use of and make the most use out of each, you know, each of the services and capabilities of the environments that they're operating in. And so a lot of times that means, you know, commonality in how they're operating, whether it's on-premise or in cloud, it means the flexibility that that commonality allows them in terms of planning and optionality to move parts of their application or environments between premise and cloud. You know, and I think overall, you know, we look at this as, you know, really a couple specific forces that customers are looking for. One is, you know, I think they're looking for ways to bring a lot more of the operating model and what they're used to in the cloud, into their own data center. And at the same time, they're looking to be able to bridge more of how they operate the applications they're powering and running in their own data centers today and be able to bridge and bring those into the cloud environments. And then lastly, I'd say that, you know, as customers, I think, you know, today are kind of one foot in their more traditional application environments and the other foot largely planted in developing and building some of their newer applications built on cloud native technologies and architectures driven by containers and Kubernetes, you know, a big focus area for customers, whether it's on-prem or in cloud or increasingly hybrid is, you know, supporting and enabling those cloud native application development projects. And that's certainly an area that you've seen Pure focus in as well. And so I think it's really those three things. One is customers looking for ways to bring more of the cloud model into their data center, two is being able to bring more of what they're running in their data center into the cloud today, and then three is building their new stuff and increasingly planning to run that across multiple environments, prem, cloud, and across clouds. >> So, Rob, talk to me about where Pure fits in the hybrid cloud landscape that your customers are facing in this interesting time we're living in. >> Yeah, absolutely. You know, we're really focused on meeting customer's needs in all three of the areas that I just articulated and so this starts with bringing more of the cloud operating model into customers' data centers. And, you know, we start by focusing on, you know, automation, simplicity of management, delivering infrastructure as code, a lot of the attributes that customers are used to in a cloud environment. In many ways, as you know, this is a natural evolution of where Pure has been all along. We started by bringing a lot of the consumer-like simplicity into our products and enterprise data centers. And now, we're just kind of expanding that to bring more of the cloud simplicity in. You know, we're also, this is an area where we're working with our public cloud partners such as AWS in embracing their management models. And so you saw, you know, you saw us do this as a storage launch partner for AWS Outposts and that activity is certainly continuing on. So customers that are looking for cloud-like management, whether they want to build that themselves and customize it to their needs or whether they want to simply use cloud providers management plans and extend those onto their premise, have both options to do that. You know, we're also, as you know, very committed to helping customers be able to move or bridge their traditional applications from their data center into the public cloud environments through products like Cloud Block Store. This is an area where we've helped numerous customers, you know, take the existing applications and more importantly, the processes and how the environments are set up and run that they're used to running in their data center production environments bridge those now into public cloud environments. And whether that's in AWS or in Microsoft Azure as well. And then thirdly with Portworx, right? This is where, you know, we're really focused on helping customers, not just by providing them with the infrastructure they need to build their containerized cloud native applications on, but then also marrying with that infrastructure, that storage infrastructure, the data flow operations such as backup, TR, migration that go along with that storage infrastructure, as well as now application management capabilities, which we recently announced during our launch event in September with Portworx Data Services. So really a lot of activities going on across the board, but I would say definitely focused on those three key areas that we see customers really looking to crack as they, I would say balance the cloud environments and their data center environments in this hybrid world. >> And I'm curious what you're saying, you know, the focus being on data. >> Customers, you know, definitely recognize the data is their lifeblood is kind of, you know, contains a lot of the, you know, the value that they're looking to extract, whether it's in a competitive advantage, whether it's in better understanding their customers, you know, and or whether it's in product development, faster time to market. I think that, you know, we're definitely seeing more of an elevated realization and appreciation for not just how valuable that it is, but, you know, how much gravity it holds, right? You know, customers that are realizing, "Hey, if I'm collecting all this data in my on-prem location, maybe it's not quite that feasible or sensible to ship all that data into a public cloud environment to process. Maybe I need to kind of look at how I build my hybrid strategy around data being generated here, services living over here, and how do I bridge those two, you know, two locations." I think you add on top of that, you know, newer, I would say realization of security and data governance, data privacy concerns. And that certainly has customers, I think, you know, thinking a lot more intently about, you know, their data management, not just their data collection and data processing and analysis strategy, but their overall data managements, governance, and security strategies. >> Yeah, we've talked a lot about security in this interesting time that we're living in. The threat landscape has changed massively. Ransomware is a household word and it's a matter of when versus if. As customers are looking at these challenges that they're combating, how are you helping them address those data security concerns as they know that, you know, we've got this work from anywhere that's hybrid work environment, that's going to process for probably some time, but that security and ensuring that the data that's driving the revenue chain is secure and accessible, but protected no matter where it is? >> Yeah, absolutely. And I think you said it best when you said it's a matter of when, not if, right? And I think, you know, we're really focused on helping customers plan for and have, you know, plan for it and have a very quick reaction remediation strategy, right? So, you know, customers that I would say historically have focused on perimeter security have focused on preventing an attack, and that's great, and you need to do that, but you also need to plan for, hey, if something happens where, you know, as we just said, when something happens, what is your strategy for remediating that, what is your strategy for getting back online very quickly? And so this is an area where, you know, we've helped countless customers, you know, form robust strategies for, you know, true disaster recovery from a security or ransomware since. We do this by through our safe mode features, which are available across all of our products. And, you know, quite simply, this is our capability to take read-only snapshots and then couple them with a heightened level of security that effectively locks these snapshots down and takes the control of the snapshots away from not just customer admins, but potential ransomware or malware, right? You know, if you look at the most recent ransomware attacks that have hit the industry, they've gotten more and more sophisticated where the first action, a lot of these ransomware pieces of software taking are going after the backups. They go after the backups first and they take down the production environment. Well, we stopped that chain or in the security world what's called the kill chain, we stopped that chain right at the first step by protecting those backups in a way that, you know, no customer admin, whether it's a true admin, a malicious admin, or a piece of software, a malware that's acting as an admin, has the ability to remove that backup. And, you know, that's a capability that's actually become one of our most popular and most quickly adopted features across the portfolio. >> That's key. I saw that. I was reading some reports recently about the focus of ransomware on backups and the fact that you talked about it, it's becoming more sophisticated. It's also becoming more personal. So as data volumes continue to grow and companies continue to depend on data as competitive advantage differentiators and, of course, a source of driving revenue, ensuring that the backups are protected, and the ability to recover quickly is there is that is table stakes, I imagine for any organization, regardless of industry. >> Absolutely, and I think, you know, I think overall, if we look at just the state of data protection, whether it's protecting against security threats or whether it's protecting against, you know, infrastructure failures or whatnot, I would say that the state of data protection has evolved considerably over the last five years, right? You go back 5, 10 years and people are really fixated on, "Hey, how quickly can I back here? How quickly can I back this environment up, and how can I do it in a most cost-effective manner?" Now people are much more focused on, "Hey, when something goes wrong, whether it's a ransomware attack, whether it's a hurricane that takes out a data center, I don't really care what it is." When something goes wrong, how quickly can I get back online because chances are, you know, every customer now is running an online service, right? Chances are, you've got customers waiting for you. You've got SLAs, you've got transactions that can't complete if you don't get this environment back up. And we've seen this, you know, throughout the industry over the last couple of years. And so, you know, I think that maturing understanding of what true data protection is is something that has A, driven, you know, a new approach from customers to and a new focus on this area of their infrastructure. And B I think it is also, you know, found a new place for, you know, performance and reliability, but really all of it, the properties of, you know, Pures products in this space. >> Last question, Rob, for you, give me an example, you can just mention it by industry or even by use case of a joint AWS Pure customer where you're really helping them create a very successful enterprise-grade hybrid cloud environment? >> Yeah, no, absolutely. You know, so we've got countless customers that, you know, I could point to. You know, I think one that I would or one space that we're particularly successful in that I would highlight are, you know, SAS companies, right? So companies that are, you know, are building modern SAS applications. And in one particular example I can think of is, you know, a gaming platform, right? So this is a company that is building out a scale-out environment, you know, is a very rapidly growing startup. And certainly is looking to AWS, looking to the public cloud environments, you know, as a great place to scale. But at the same time, you know, needs more capabilities than, you know, are available in the container storage for, you know, infrastructure that was available in the public cloud environment. They need more capabilities to be able to offer this global service. They need more capabilities to, you know, really provide the 24 by 7 by 365 around the world service that they have, especially dealing with high load bursts in different GEOS and just a very, very dynamic global environment. And so this is an area where, you know, we've been able to, you know, help the customer with Portworx. Be able to provide these capabilities by augmenting that AWS or the cloud environment is able to offer, you know, with the storage level replication and high availability and all of the enterprise capabilities, autoscaling, performance management, all the capabilities that they need to be able to bridge the service across multiple regions, multiple environments, and, you know, potentially over time, you know, on-premise data center locations as well. So that's just one of many examples, you know, but I think that's a great example where, you know, as customers are starting out, the public cloud is a great place to kind of get started. But then as you scale, whether it's because of bursty load, whether it's because of a data volume, whether it's because of compute volume and capacity, you know, customers are looking for either more capabilities, you know, more connectivity to other sites, potentially other cloud environments or data center environments. And that's where a more environment or cloud agnostic infrastructure layer such as Portworx is able to provide comes in very handy. >> Got it. Rob, thanks so much for joining me on the program today at re:Invent, talking about the Pure AWS relationship, what's going on there and how you're helping customers navigate, and then a very fast-paced, accelerating hybrid world. We appreciate you coming back on the program. >> Great, thanks for having me. Good to see you again. >> Likewise. Good to see you too. Per Rob Lee, I'm Lisa Martin. You're watching theCUBES continuous coverage of AWS re:Invent 2021. (calm music)
SUMMARY :
and largest hybrid tech events of the year Good to see you again, Lisa, stalking you on LinkedIn. on your appointment and for all the great but I'd love to see what you is that customers are really, you know, in the hybrid cloud You know, we're also, as you know, the focus being on data. of that, you know, newer, you know, we've got And so this is an area where, you know, and the fact that you talked about it, is something that has A, driven, you know, But at the same time, you know, We appreciate you coming me. Good to see you again. Good to see you too.
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Micah Coletti & Venkat Ramakrishnan | KubeCon + CloudNativeCon NA 2021
>> Welcome back to Los Angeles. TheCUBE is live. I can't say that enough. The cube is live. We're at KubeCon Cloud Native Con 21. We've been here all day yesterday, and today and tomorrow I'm talking with lots of guests, really uncovering what's going on in the world of Kubernetes. Lisa Martin, here with Dave Nicholson. We've got some folks. Next we're going to be talking about a customer use case, which is always one of my favorite things to talk about. Please welcome Micah Coletti, the principal platform engineer at CHG healthcare, and Venkat Ramakrishnan VP of products from Portworx by Pure Storage, guys welcome to the program. >> Thank you. >> Happy to be here. >> Yeah. So Micah, first of all, let's go ahead and start with you. Give the audience an overview of CHG healthcare. >> Yeah. So CHG healthcare, we're a staffing company. So we try like a little companion. So our clients are doctors and hospitals, so we help staff hospitals with temporary doctors or even permanent placing. So we deal with a lot of doctors, a lot of nursing and we're a combination of multiple companies. So CHG is the parent. So, and yeah, we're known in the industry as one of the leaders in this field and providing hospitals with high quality doctors and nurses. And, you know, our customer service is like number one, and one of the things our CEO is really focused on is now how do we make that more digital? How do we provide that same level of quality of service, but a digital experience as rich for her. >> I can imagine it was a massive need for that in the last 18 months alone. >> COVID definitely really raised that awareness up for us and the importance of that digital experience and that we need to be out there in the digital market. >> Absolutely. So you're a customer port works by pure storage, we're going to get into that, but then Venkat talk to us about what's going on, the acquisition of port works by pure storage was about a year ago. Talk to us about your VP of products what's going on. >> Yeah, I mean, you know, first of all, I think I could not say how much of a great fit for a Portworx will be part of pure storage, it's, pure itself is a very fast moving, large startup that's a dominant leader in the flash and data center space, and, you know, pure recognizes the fact that Kubernetes is the new operating system of the cloud is not how, you know, it's kind of virtualizing the cloud itself, and there's a, you know, a big burgeoning need for data management and Kubernetes and how you can kind of orchestrate workloads between your on-prem data centers and the cloud and back. So Portworx fits right into the story as complete vision of data management for our customers, and it's been phenomenal. Our business has grown as part of being part of a pure, and you know, we're looking at launching some new products as well, and it's all exciting times. >> So you must've been pretty delighted to be acquired as a startup by essentially a startup because, because although pure has reached significant milestones in the storage business and is a leader in flash storage still that that startup mindset is absolutely unique. That's not, that's not the same as being acquired by a company that's been around for a hundred years seeking to revitalize itself. >> Absolutely. >> Can you talk a little bit about that aspect? >> Yeah, So I think, you know, purist culture is a highly innovation-driven and it's a very open, flat culture, right? I mean, it's, everybody in pure is accessible. It can easily have a composition with folks and everybody has his learning mindset and Portworx is and has always been the same way. Right? So when you put these teams together, if we can create wonders, I mean, we right after the acquisition, just within a few months, we announced an integrated solution that portworx orchestrates volumes and file shares in pure splash products and then delivers as an integrated solution for our customers, and pure has a phenomenal cloud-based monitoring and management system called pure one that we integrated well into. Now, we're bringing the power of all of the observability that pure's customers are used to for all of the corporate customers, and I've been super happy, you know, delegating that capability to our customers and our customers are delighted. Now they can have a complete view all the way from Kubernetes app to the flash. and I don't think any one company in the planet can even plan they can do that. >> I think it's fair to acknowledge that pure one was observability before observability was a word that everyone used regularly. >> Yep. >> Sounds very interesting. >> Micah Talk to us about, obviously you are a customer. CHG is a customer of Portworx now Portworx by Pure Storage. Talk to us about the use case. What, what was the compellent? Was there a compelling event and from a storage perspective that led you to Portworx in the first place. >> So we beat, they began this, our CEO base came to the vision, we need to have a digital presence we need enhances. and this was even before COVID. So they brought me on board and my, my manager read glossary. We basically had this task to, how are we going to get out into the cloud? How are we going to make that happen? And we chose to follow a very much a cloud native strategy and the platform of choice, I mean, it just made sense with Kubernetes. And so when we were looking at Kubernetes, we were starting to figure out how we're doing. We knew that data is going to be a big factor. You know, being a, provide data. We're very much focused on an event driven. We're really pushing to event driven architecture. So we leverage Kafka on top of Kubernetes, but at the time we were actually leveraging Kafka with a MSK down, out in AWS, and that was just a huge cost to us. So I came on board, I had experienced with Portworx, a prior company before that, and I basically said, we need to figure out a great storage relay overlay. and the only way to do is we got to have high performance storage, we've got to have secure. We got to be able to backup and recover that storage. And the Portworx was the right match. And that allowed us to have a very smooth transition off of MSK onto Kubernetes saving us a significant amount of money per month, and just leverage that already existing hardware that our existing compute memory and just, and the, and move right to Portworx. >> Leveraging your existing investments. >> Exactly. >> Which is key, >> Very key, very key so. >> So how common are the challenges that when you guys came together with CHG, how common are the challenges? >> It's actually a, that's a great question. You know, this is, you know, I'll tell you the challenges that Micah and his team are running into is what we see a lot in the industry where people pay a ton of money, you know to other vendors are, you know, especially in some cases use some cloud native services, but they want to have control over the data. They want to control the cost and they want higher performance and they want to have, you know, there's also governance and regulatory things that they need to control better. So they want to kind of bring these services and have more control over them. Right? So now we will work very well with all of our partners, including the cloud providers, as well as, you know, on-prem and server vendors and everybody, but different customers have different kinds of needs. And Portworx gives them that flexibility. If you are a customer who want, you know, have a lot of control over your applications, the performance, the latency, and want to control costs very well and leverage your existing investments Portworx can deliver that for you in your data center. Right now, you can integrate that with pure slash and you get a complete solution, or you want to run it in cloud, and you still want to have leverage the agility of the cloud and scale Portworx delivers a solution for you as well. So it kind of not only protects their investment its future proves their architecture, you get future proving your architecture completely. So if you want to tear the cloud or burst the cloud, you have a great solution that you can continue to leverage >> Micah, when you hear future-proof and I'm a marketer. So I always go, I love to know what it means to different people. What does that mean to you in your environment? >> My environment. So a future-proof means like one of the things we've been addressing lately, that's just a real big challenge. And I'm sure it's a challenge in the industry, especially the Q and A's is upgrading our clusters. The ability to actually maintain a consistent flow with how fast Kubernetes is growing, you know, they're, they they're out. I think he cast, we leverage the cast. So it's like 121 or 122 now, and that effort to upgrade a cluster, it can be a daunting one. With Portworx, we actually were able to make that to where we could actually spin up a brand new cluster. And with Portworx shift, all our applications, services, data migrated completely over, Portworx handles all of that for us and stand up that new cluster in, in less than a day. And that effort, I mean, it would take us a week, two weeks to do so, not even man hours and time spent there, but just the reliability of being able to do that in the cost, you know, instead of standing up a new cluster and configuring it and doing all that and spending all that time, we can just really, we move to what we call blue green cut-over strategy. And Portworx is an essential piece of that. >> So Venkat, is it fair to say that there are a variety of ways that people approach Portworx from a value perspective in terms of, I know that one area that you are particularly good in is the area of backups in this environment, but then you get data management and there's a third kind of vector there. What is the third vector? >> As all of the data services, >> Data services, >> Yeah Like for example, deep database as a service on any Kubernetes cluster feed on your cloud or your on-prem data centers. >> Which data, what kind of databases are you talking about? >> I mean we're talking about anything from Reddit Kafka, Post-stress my sequel console, we are supporting. We just announced something called a Portworx Data Services Offering that essentially delivers all these databases as a service on any Kubernetes cluster that a customer can point to and lets them kind of get the automated management of the database from day one to day three, the entire life cycle, you know, through regular Kubernetes, scoop cuddle experience through APIs and SDKs and a nice slick UI that they can, you know, that's, role-based access control and all of that, that they can completely control their data and their applications through it. And you know, that's the third vector of Portworx office. >> Micah a question for you. So Portworx has been a part of pure storage? You've known it since obviously for several years before you were at CHG, you brought it to CHG. You now know it a year into being acquired by a fast paced startup. Talk to me about the relationship and some of the benefits that you're getting with Portworx as a part of pure storage? >> Well, I mean, one of the things I, you know, when I heard about the acquisition, my first thing was, I was a little bit concerned is that relationship going to change? And when we were acquiring, when we were looking at adopting Portworx, one thing I would tell my management is Portworx is not just a vendor that wants to throw a solution on you and provide some capability. They're a partner. They want to partner with you and your success in your journey and this whole cloud native journey to provide this rich digital experience in the, for not only our platform engineering team, but our Dev teams, but also be able to really accelerate the development of our services. So we can provide that digital portal for our end users. And that didn't change. If anything, that it accelerated that relationship did not change. You know, I came to Venkat with an issue. We just we're, we're dealing with, he immediately got someone on a phone call with me. And so that has not changed. So it's really exciting to see that now that they've been acquired, that they still are very much invested in the success of their customers and making sure we're successful. You know, it's not all of a sudden. I was worried I was going to have to do a whole different support PA process, and it was going to go into a black hole. Didn't happen. They still are very much involved with their customers. >> It's sounds kind of Venkat similar to what you talked about with the cultural alignment. I've known here for a long time and they're very customer centric sounds like one of the areas in which there was a very strong alignment with Portworx >> Absolutely. and Portworx has always taken pride in being customer first company. Our founders are heavily customer focused. You know, they are aligned. They want, they have always aligned. our portraits business to our customers' needs. Now Pure is a company that's maniacally focused on customers, right? I mean, that's all in a pure pounder cars and everybody cared about. And so, you know, bringing these companies together and being part of the Pure team, I kind of see how, how synergistic it is. And, you know, we have, you know, that has enabled us to serve our customer's customers even better than before. >> So I'm curious about the two of you personally, in terms of your, your histories, I'm going to assume that you didn't both just bounce out of high school into the world of Kubernetes, right? So like Lisa and I you're spanning the generations between the world of say virtualization based on x86 architecture, virtualization, where you're not, you don't have microservices, you have a full blown operating system that you're working with. Kind of talk about, you know, Micah with you first talk about what that's been like navigating that change. We were in the midst of that. Do you have advice for others that are navigating that change? >> Don't be afraid of it. You know, a lot of people want to, you know, I call it we're moving from where we're name me. We still have cats and dogs. They have a name that the VMs either whether or not they're physical boxes or their VMs to where it's more like, he'd say cattle, you know, it's like we don't own the OOS and not to be afraid of afraid of that, because change is really good. You know, the ability for me to not have to worry about patching and operating system, it's huge, you know, where I can rely on someone like EKS and, and the version and allow them to, if a CV comes out, they let me know. I go and I use their tools to be able to upgrade. So I don't have to literally worry about owning that OOS and containers as the same thing. You know, you, you know, it's all about being fault-tolerant right. And being able to be changed or where, you know, you can actually roll out a new version of a container, a base image with a lot of ease without having to go and patch a bunch of servers. I mean, patch night was hell and sorry if I could say that, but it was a nightmare, you know, but this whole world has just been a game changer with that. >> So Venkat from your perspective, you were coming at it, going into a startup, looking at the landscape in the future and seeing opportunity. What what's that been like for you? I guess the question for you is more something, Lisa and I talk about this concept of peak Kubernetes, where are we in the wave? Is this just, is this just the beginning? Are we in the thick of it? >> I think I would say we're kind of transitioning from early adopters, early majority phase in the whole, you know, crossing the chasm analogy, right? So I would say we're still early stages of this big wave. That's going to transform how infrastructure is built. Apps are apps are built and managed and run in production. I think some of the pieces, the key pieces are falling in place and maturing. There are some other pieces like observability and security, you know, kind of edge use cases need to be, you know, they're kind of going to get a lot more mature and you'll see that the cloud, as we know today, and the apps, as we know today, they're going to be radically different. And you know, if you're not building your apps and your business on this modern platform, on this modern infrastructure, you're going to be left behind. You know, I, my wife's birthday was a couple of days ago. I was telling the story to my couple of friends is that I, I used another flowers delivery website. They miss delivering the flowers on the same day, right. So they told me all kinds of excuses. Then I just went and looked up a, you know, like door dash, which is delivers, you know, and then, you know, like your food, but there's also flower delivery and door dash and I don't do I door dash flowers to her, and I can track the flower delivery all the way she did not need them, but my kids love the chocolates though. Right. So, and you know, the case in point is that you cannot be in a building, a modern business without leveraging the model tool chain and modern tool chain and how the business is going to be delivered at that thing is going to be changing dramatically. And those kinds of customer experience, if you don't deliver, you're not going to be successful in business. And Kubernetes is the fundamental technology that enables this containers is a fundamental piece of technology that enables building new businesses, you know, modernizing existing businesses. And the 5G is going to be, there's going to be new innovations. It's going to get unleashed. And again, Kubernetes and containers enable us to leverage those. And so we're still scratching the surface on this. It's big. Now, it's going to be much, much bigger, you know, as, as we go into the next couple of years. >> Speaking, scratching the surface, Micah, take us out in the last 30 seconds or so with where CHG healthcare is on institutional transformation, how is Portworx facilitating that? >> So we're, we're right in the thick of it. I mean, we are, we still have what we call the legacy. We're working on getting those, but I mean, we're really moving forward to provide that rich experience, especially with event driven platforms like Kafka and Kubernetes and partnering with Portworx is one of the key things for us with that. And AWS along with that. But we're a, and I remember I heard a talk and I can't, I can't remember her name, but he talked about how, how Pure Kubernetes is sort of like the 56K modem, right. You're hearing it and see, but it's got to get to the point where it's just there. It's just the high-speed internet and Kelsey Hightower. That's great. But yeah, and I really liked that because that's true, you know, and that's where we are. We're all in that transition where we're still early, it's still at 50. So you still want to hear note, you still want to do cube CTL. You want to learn it the hard way and do all that fun stuff. But eventually it's going to be where it's just, it's just there. And it's running everything like 5G. I mean, stripped down doing micro, you know, Kate's things like that. You know, we're going to see it in a lot of other areas and just periphery and really accelerate the industry in compute and memory and storage, and. >> Yeah, a lot of acceleration. Guys thank you. This has been a really interesting session. I always love digging into customer use cases. How CHG is really driving its evolution with Portworx. Venkat, thanks for sharing with us, What's going on with Portworx a year after the acquisition. It sounds like all good stuff. >> Thank you. Thanks for having us. >> Pleasure. All right. For Dave Nicholson, I'm Lisa Martin. You're watching theCUBE live from Los Angeles. This is our coverage of KubeCon Cloud Native Con 21.
SUMMARY :
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Breaking Analysis: The Hybrid Cloud Tug of War Gets Real
>> From the theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR, this is Breaking Analysis with Dave Vellante. >> Well, it looks like hybrid cloud is finally here. We've seen a decade of posturing, marchitecture, slideware and narrow examples of hybrid cloud, but there's little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Now depending on which numbers you choose to represent IT spending, public cloud only accounts for actually less than 5% of the total pie. So the big question is, how will this now evolve? Customers want control, they want governance, they want security, flexibility and a feature-rich set of services to build their digital businesses. It's unlikely that they can buy all that, so they're going to have to build it with partners, specifically vendors, SI's, consultancies and their own developers. The tug of war to win the new cloud day has finally started in earnest between the hyperscalers and the largest enterprise tech companies in the world. Hello and welcome to this week's Wikibon CUBE insights, powered by ETR. In this Breaking Analysis, we'll walk you through how we see the battle for hybrid cloud, how we got here, where we are and where it's headed. First, I want to go back to 2009, in a blog post by a man named Chuck Hollis. Chuck Hollis, at the time, was a CTO and marketing guru inside of EMC who, remember, owned VMware. Chuck was kind of this hybrid, multi-tool player, pun intended. EMC at the time had a big stake, a lot at stake, as the ascendancy of AWS was threatening the historical models, which had defined enterprise IT. Now around that time, NIST published its first draft of a cloud computing definition which, as I recall, included language, something to the effect of accessing remote services over the public network, i.e., public IP networks. Now, NIST has essentially or since evolved that definition, but the original draft was very favorable to the public cloud. And the vendor community, the traditional vendor community, said hang on, we're in this game too. So that was 2009 when Chuck Hollis published this slide. He termed it Private Cloud, a term which he saw buried inside of a Gartner research post or research note that was not really fleshed out and defined. The idea was pretty compelling. The definition of cloud centered on control, where you, as the customer, had on-prem workloads that could span public and on-prem clouds, if you will, with federated security and a data plan that spanned the states. Essentially, you had an internal and an external cloud with a single point of control. This is basically what the hybrid cloud vision has become. An abstraction layer that spans on-prem and public clouds and we can extend that across clouds and out to the edge, where a customer has a single point of control and federated governance and security. Now we know this is still aspirational, but we're now seeing vendor offerings that put forth this promise and a roadmap to get there from different points of view, that we're going to talk about today. The NIST definition now reads cloud computing is a model for enabling ubiquitous, convenient on-demand network access to a shared pool of configurable computing resources, e.g., network server storage, applications and services, that can be rapidly provisioned and released with minimal management effort or service provider interaction. So there you have it, that is inclusive of on-prem, but it took the industry a decade plus to actually get where we are today. And they did so by essentially going to school with the public cloud offerings. Now in 2018, AWS announced Outposts and that was another wake up call to the on-prem community. Externally, they pointed to the validation that hybrid cloud was real. Hey, AWS is doing it so clearly they've capitulated, but most on-prem vendors at the time didn't have a coherent offering for hybrid, but the point is the on-prem vendors responded as they saw AWS moving past the demilitarized zone into enemy lines. And here's what the competitive landscape of hybrid offerings looks like today. All three US-based hyperscalers have an offering or multiple offerings in various forms, Outposts from Amazon and other services that they offer, Google Anthos and Azure Arc, they're all so prominent, but the real action today is coming from the on-prem vendors. Every major company has an offering. Now most of these stemmed from services-led and finance-led initiatives, but they're evolving to true Azure Service models. HPE GreenLake is prominent and the company's CEO, Antonio Neri, is putting the whole company behind Azure Service. HPE claims to be the first, it uses that in its marketing, with such an Azure Service offering, but actually Oracle was their first with Cloud@Customer. You know, possibly Microsoft could make a claim to being early as well, but it really doesn't matter. Let's see, Dell has responded with Apex and is going hard after this opportunity. Cisco has Cisco Plus and Lenovo has TruScale. IBM also has a long services and finance-led history and has announced pockets of Azure Service in areas like storage. And Pure Storage is an example that we chose of a segment player, of course within storage, that has a strong Azure Service offering, and there are others like that. So the landscape is getting very busy. And so, let's break this down a bit. AWS is bringing its programmable infrastructure model and its own hardware to what it calls the edge. And it looks at on-prem data centers as just another edge node. So that's how they're de-positioning the on-prem crowd, but the fact is, when you really look at what Outposts can do today, it's limited, but AWS will move quickly so expect a continued rapid evolution of their model and the services that are supported on Outposts. Azure gets its hardware from partners and has relationships with virtually everyone that matters. Anthos is, as well, a software layer and Google created Kubernetes as the great equalizer in cloud. And it was a nice open source gift to the industry and has obviously taken off. So the cloud guys have the advantage of owning a cloud. The pure on-prem players, they don't, but the on-prem crowd has rich stacks, much richer and more mature in a lot of areas, as it relates to supporting on-premises workloads and much more so than the cloud players, but they don't have mature cloud stacks. They're kind of just getting started with things like subscription billing and API-based microservices offerings. They got to figure out Salesforce compensation and just the overall Azure service mentality versus the historical product box mentality, and that takes time. And they're each coming at this from their respective different points of view and points of strength. HPE is doing a very good job of marketing and go-to market. It probably has the cleanest model, enabled by the company's split from HP, but it has some gaps that it's needed to fill and it's doing so through acquisitions. Ezmeral, for example, is it's new data play. It just bought Zerto to facilitate backup as a service. And it's expanded partnerships to fill gaps in the portfolio. Some partnerships, which they couldn't do before because it created conflicts inside of HPE or HP. Dell is all about the portfolio, the breadth of the portfolio, the go-to-market prowess and its supply chain advantage. It's very serious about Azure Service with Apex and it's driving hard to win that day. Cisco comes at this from a huge portfolio and of course, a point of strength and networking, which maybe is a bit tougher to offer as a service, but Cisco has a large and fast growing subscription business in collaborations, security and other areas, so it's cloud-like in that regard. And Oracle, of course, has the huge advantage of an extremely rich functional stack and it owns a cloud, which has dramatically improved in the past few years, but Oracle is narrow to the red stack, at least today. Oracle, if it wanted to, we think, could dominate the database cloud, it could be the database cloud, especially if it decided to open its cloud to competitive database offerings and run them in the Oracle cloud. Hmm. Wonder if Oracle will ever move in that direction. Now a big part of this shift is the appeal of OPEX versus CAPEX. Let's take a look at some ETR data that digs a bit deeper into this topic. This data is from an August ETR drill down, asking CIOs and IT buyers how their budgets are split between OPEX and CAPEX. The mid point of the yellow line shows where we are today, 57% OPEX, expecting to grow to 63% one year from now. That's not a huge difference, there's not a huge difference when you drill into global 2000, which kind of surprised me. I thought global 2000 would be heavier CAPEX, but they seem to be accelerating the shift to OPEX slightly faster than the overall base, but not really in a meaningful way. So I didn't really discern big differences there. Now, when you dig further into industries and look at subscription versus consumption models for OPEX, you see about 60/40 favoring subscription models, with most industry slowly moving toward consumption or usage based models over time. There are a couple of outliers, but generally speaking, that's the trend. What's perhaps more interesting is when you drill into subscription versus usage based models by product area, and that's what this chart shows. It shows by tech segment, the percent subscription, that's the blue, versus consumption or usage based, that's the gray bars, yellow being indifferent or maybe it's I don't know. What stands out are two areas that are more usage heavy, consumption heavy. That's database, data warehousing, and IS. So database is surely weighted by companies like Snowflake and offerings like Redshift and other cloud databases from Azure and Google and other managed services, but the IS piece, while not surprising, is, we think, relevant because most of the legacy vendor Azure Service offerings are borrowing from a SaaS-oriented subscription model with a hardware twist. In other words, as a customer, you're committing to a term and a minimum spend over the life of that term. You're locked in for a year or three years, whatever it is, to account for the hardware and headroom the vendor has to install because they want to allow you to increase your usage. So that's the usage based model. See, you're then paying by the drink for that consumption above that minimum threshold. So it's a hybrid subscription consumption model, which is actually quite interesting. And we've been saying, what would really be cool is if one of the on-prem penguins on the iceberg would actually jump in and offer a true consumption model right out of the box, as a disruptive move to the industry and to the cloud players, and take that risk. And I think that might happen once they feel comfortable with the financial model and they have nailed the product market fit, but right now, the model is what it is. And even AWS without post requires a threshold and a minimum commitment. So we'd love to see someone take that chance and offer true cloud consumption pricing to facilitate more experimentation and lower risk for the customer entry points. Now let's take a look at some of these players and see what kind of spending momentum they have. This is our popular XY chart-view that plots net score or spending velocity on the x-axis and market share or pervasiveness in the data set on the... Oh, sorry, net score or spending momentum on the y-axis and pervasiveness or market share on the x-axis. Now this is cut by cloud computing vendors, as defined by the customers responding. There were nearly 1500 respondents in the ETR survey, so a couple of points here. Note the red line is the elevated line. In other words, anything above that is considered really robust momentum. And no surprise, Azure, AWS and Google are above that line. Azure and AWS always battle it out for top share of voice in the x-axis in this survey. Now this, remember, is the July survey, but ETR, they gave me a sneak peek at the October results that they're going to be releasing in the coming week and Dell cloud and VMware cloud, which is VCF and maybe some other components, not VMware cloud and AWS, that's a separate beast, but those two are moving up in the y-axis. So they're demonstrating spending momentum. IBM is moving down and Oracle is at a respectable 20% on the y-axis. Now, interestingly, HPE and Lenovo don't show up in the cloud taxonomy, in that cloud cut, and neither does Cisco. I believe I'm correct in that this is an open-ended question, i.e., who are your cloud suppliers? So the customers are not resonating with that messaging yet, but I'm going to double check on that. Now to widen the aperture a bit, we said let's do a cut of the on-prem and cloud players within cloud accounts, so we can include HPE and Cisco and see how they're doing inside of cloud accounts. So that's what this chart does. It's a filter on 975 customers who identify themselves as cloud accounts. So here we were able to add in Cisco and HPE. Now, Lenovo still doesn't show up on the data. It shows up in laptops and desktops, but not as prominent in the enterprise, not prominent at all, but HPE Ezmeral did show up and it's moving forward in the October survey, again, part of the sneak peek. Ezmeral is HPE's data platform that they've introduced, combining the assets of MapR, BlueData and some other organic development. Now, as you can see, HPE and Cisco, they show up on the chart, as I said, and you can see the rope in the tug of war is starting to get a little bit more taut. The cloud guys have momentum and big account presence, but the on-prem folks also have big footprints, rich stacks and many have strong services arms, and a lot of customer affinity. So let's wrap with some comments about how this will shake out and what's some of the markers we can watch. Now, the first thing I'll say is we're starting to hear the right language come out of the vendor community. The idea that they're investing in a layer to abstract the underlying complexity of the clouds and on-prem infrastructure and turning the world into, essentially, a programmable interface to resources. The question is, what about giving access through that layer to underlying primitives in the public cloud? VMware has been very clear on this. They will facilitate that access. I believe Red Hat as well. So watch to the degree in which the large on-prem players are enabling that access for developers. We believe this is the right direction overall, but it's also very hard and it's going to require lots of resources and R & D. I would say at this point that each company has its respective strengths and weaknesses. I see HPE mostly focused today on making its on-prem offerings work like a cloud, whereas some of the others, VMware, Dell and Cisco, are stressing to a greater degree, in my view, enabling multi-cloud and edge connections, cross connections. Not that HPE isn't open to that when you ask them about it, but its marketing is more on-prem leaning, in my opinion. Now all of the traditional vendors, in my view, are still defensive about the cloud, although I would say much less so each day. Increasingly, they look at the public cloud as an opportunity to build value on top of that abstraction layer, if you will. As I said earlier, these on-prem guys, they all have ways to go. They're in the early stages of figuring out what a cloud operating model looks like, how it works, what services to offer, how to pay sellers and partners, but the public cloud vendors, they're miles ahead in that regard, but at the same time, they're navigating into on-prem territory. And they're very immature, in most cases. So how do they service all this stuff? How do they establish partnerships and so forth? And how do they build stacks on prem that are as rich as they are in the cloud? And what's their motivation to do that? Are they getting pulled, digging their heels in? Or are they really serious about it? Now, in some respects, Oracle is in the best position here in terms of hybrid maturity, but again, it's narrowly focused on the Red Stack. I would say the same for Pure Storage, more mature as a service, but narrowly focused, of course, on storage. Let's talk marketplace and ecosystems. One of the hallmarks of public clouds is optionality of tooling. Just all you do is go to the AWS Marketplace and you'll see what I mean. It's got this endless bevy of choices. It's got one of everything in there and you can buy directly from your AWS Console. So watch how the hybrid cloud plays out in terms of partner inclusion and ease of doing business, that's another sign of maturity. Let's talk developers and edge. This is by far the most important and biggest hole in the hybrid portfolios, outside the public cloud players. If you're going to build infrastructure as code, who do you expect to code it? How are the on-prem players cultivating developer communities? IBM paid 34 billion to buy its way in. Actually, in today's valuation terms, you might say that's looking like a good play, but still, that cash outlay is equal to one third of IBM's revenue. So big, big bet on OpenShift, but IBM's infrastructure strategy is fragmented and its cloud business, as IBM reports in its financial statements, is a services-heavy, kitchen sink set of offerings. It's very confusing. So they got to still do some clean up there, but they're serious about the architectural battle for hybrid cloud, as Arvind Krishna calls it. Now VMware, by cobbling together the misfit developer toys of the remnants from the EMC Federation, including Pivotal, is trying to get there. You know, but when you talk to customers, they're still not all in on VMware's developer affinity. Now Cisco has DevNet, but that's basically CCIE's and other trained networking engineers learning to code in languages like Python. It's not necessarily true devs, although they're upskilling. It's a start and they're investing, Cisco, that is, investing in the community, leveraging their champions, and I would say Dell could do the same with, for example, the numerous EMC storage admins that are out there. Now Oracle bought Sun to get Java, and that's a large community of developers, but even so, when you compare AWS and Microsoft ecosystems to the others, it's not even close in terms of developer affinity. So lots of work to be done there. One other point is Pure's acquisition of Portworx, again, while narrowly focused, is a good move and instructive of the changes going on in infrastructure. Now how does this all relate to the edge? Well, I'm not going to talk much about that today, but suffice to say, developers, in our view, will win the edge. And right now, they're coding in the cloud. Now they're often coding in the cloud and moving work on prem, wrapping them in containers, but watch how sticky that model is for the respective players. The other thing to watch is cadence of offerings. Another hallmark of cloud is a rapid expansion of features. The public cloud players don't appear to be slowing down and the on-prem folks seem to be accelerating. I've been watching HPE and GreenLake and their cadence of offerings, and watch how quickly the newbies of Azure Service can add functionality, I have no doubt Dell is going to be right there as well, as is Cisco and others. Also pay attention to financial metrics, watch how Azure Service impacts the income statements and how the companies deal with that because as you shift to deferred revenue models, it's going to hurt profitability. And I'm not worried about that at all because it won't hurt cashflow, or at least it shouldn't. As long as the companies communicate to Wall Street and they're transparent, i.e., they don't shift reporting definitions every year and a half or two years, but watch for metrics around retention and churn, RPO or Remaining Performance Obligations, billing versus bookings, increased average contract values, cohort selling, the impact on both gross margin and operating margin. These are the things you watch with SaaS companies and essentially, these big hardware players are becoming Azure Service slash SaaS companies. These are going to be the key indicators of success and the proof in the pudding of the transition to Azure Service. It should be positive for these companies, assuming they get the product market fit right, and can create a flywheel effect with their respective ecosystems and partner channels. Now I'm sure you can think of other important factors to watch, but I'm going to leave it here for now. Remember these episodes, they're all available as podcasts, wherever you listen. All you got to do is search Breaking Analysis podcast and please subscribe, check out ETR's website at etr.plus. We also publish a full report every week on wikibon.com and siliconangle.com. You can get in touch with me, email david.vellante@siliconangle.com or you can DM me @dvellante. You can comment on our LinkedIn posts. This is Dave Vellante for theCUBE Insights powered by ETR. Have a great week, everybody, stay safe, be well. And we'll see you next time. (soft music)
SUMMARY :
From the theCUBE Studios and a data plan that spanned the states.
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Michael Ferranti, Pure Storage
(upbeat introductory music) >> Welcome back to VMworld 2021. My name is Dave Vellante and right now we're going to talk to one of VMware's partners and unpack how containers and cloud native development processes and tools are changing the way we think about managing storage. And specifically, we're going to dig into the partnership between VMware and Portworx company acquired by Pure Storage last September. And with me is Michael Ferranti, who's a senior director of product marketing at Portworx, which as said, is now part of Pure Storage. Michael, welcome back to theCUBE. Good to see you again. >> Hey, great to be here. Thanks for having me. >> Now, Michael, if you're in storage, you got to partner with VMware. So that's always been an important relationship for Pure, and of course that's carried over to Portworx, but how does Portworx work with VMware? Where does it fit within the VMware ecosystem? And, and, you know, what's your point of view on, on VMware's Kubernetes play? We'll, we'll come back to that, but, but how do you fit in? >> How do we fit in yet? Yeah, that's a great question. So, you know, customers who are building modern applications are often doing it on Kubernetes platforms and VM-ware has a fantastic Kubernetes platform with Tansu and, you know, customers when they run applications that have data on Kubernetes, they have certain requirements around data protection around data security, data mobility, and Portworx has a platform that solves those problems for customers on any Kubernetes platform in regardless of infrastructure. So, so a VMware customer is saying, you know what? I love the idea of being able to run Tansu across my on-prem data center and my cloud footprint. And I want to move my databases, or between those environments, or, you know, maybe just make a backup of my database and put it in the cloud. Well, when they add Portworx into their Tansu environment, they get the ability to do those types of things, data protection, data mobility. And so we help customers expand their Tansu footprint by solving the requirements that come along with modern applications. >> Yeah. And that's important because as we've covered extensively in theCUBE in the early days of containers, well containers have been around forever, but the, the early days of modern containers, if you will, you know, the applications, the data was a femoral kind of throw away if you will, but, but over time it's become more, more stateful requiring better security and governance and recovery. And the like, so Michael, what's your point of view on VMware's Kubernete play, you talked about Tansu, it's a big part of the strategy. It's an ongoing topic of conversation in the community and there's other solutions of course, like OpenShift, which, which also runs on VMware. What's your perspective on VMware's progression? How they're innovating with Kubernetes orchestration specifically? >> Well, I think VMware is making a lot of smart moves and you know, other players on the market should not buy a discount. I think, you know, there's a lot of interest in Tansu and, you know, we're having conversations and we're kind of expanding our relationship with VMware to solve a broader swath of those use cases. So I think it's going to be a compelling offer in the market. That's what makes this ecosystem so fun is that there is, you know, there are multiple, there are multiple solutions from the cloud providers, from the kind of independent kind of non-cloud associated platform vendors like VMware or Red Hat, but that makes it really exciting. >> Let's back up a bit, maybe talk about some of the big picture trends and maybe some of the challenges. Portworx. You were early on in the management of storage for containers. And I got to say you personally, and I mean that, you created a new distribution channel through developers and dev-op teams who, they became really influential in storage decisions, which they never were before. >> Yep. >> That's a completely new dynamic. So maybe talk about the evolution of storage for containers that you've witnessed. Where do we come from? Where are we today and where are we headed? >> Yeah, I mean, what's interesting is that so on a certain level, what works is a storage, a storage solution for containers. In fact, don't call us the gold standard of Kubernetes storage, really proud of that. Love any time someone calls you a gold standard, but here's the thing, are the people that buy Portworx don't typically buy storage, these are platform, architects, they're dev-ops engineers, and what they need is they need to consume storage the same way that they needed to consume, compute in network, but they're not storage administrators. And so what Portworx did, and other companies in the ecosystem is they've given an API driven self-service experience or what were classically ticket based infrastructure of purchases. And that has accelerated developer's ability to, to build and run applications. And especially with Kubernetes, being able to orchestrate that. And I think now, even within the VMware ecosystem where VMware clearly has strong relationships with the typical infrastructure buyers, but now those infrastructure buyers are seeing what their, what their dev-ops peers are doing. And they're saying, "Hey, we want that too. We want API driven. We want self-service, we don't like tickets anymore than you do." And so being able to kind of solve enterprise level requirements on whether it's around data protection or data security, but in our model that that allows for self-service in, in API driven-ness, that's not a word, really opens up a lot of possibilities. And I think in some ways it's a self-fulfilling prophecy because when you can solve enterprise level requirements, but also provide agility, then people want as much of it as you can possibly provide them. >> So that, that dev-ops mindset that train has left the station. It's got a lot of momentum. It's not, we're not going to flip that. So what happens in your view to the role of that storage admin that you talk about this, he or she does it that they widened their scope? Does that, does their activities, does it evolve? Does there go away? Did they become, did they become ops-dev pros? How do you see that? >> Yeah, it's a, it's a great, it's a great question. And we've been thinking a lot about this. We actually have a new product out called Portworx Data Services. And what it is is it's a database as a service platform for Kubernetes. So imagine you're running Portworx on top of, on top of Tansu and what your, what your company wants to do, what IT wants to do, is provide a service catalog to developers internally, where they can click a button and have an elastic search cluster, or click a button and, you know, Postgres database, what now these storage administrators can actually become a SRES, which is kind of, you know, that's, that's what we call these really senior dev-ops engineers at places like Google and Twitter and Uber, where you're actually responsible for using code and software to run applications. And so with services like PDS there, those individuals can, can uplevel their value within the organization and provide a bigger impact. >> Yeah, I love that. So they're going from basically pulling tickets, you know, putting out fires, dealing with paper cuts to actually having a much more strategic role within the organization. >> Exactly. From infrastructure to applications. I mean, applications is where the business value always is, and you need agile infrastructure in order to run agile applications. But if you only solve, if you only have agile infrastructure, then you still haven't solved a business problem and PDS is enabling our customers to solve those real business problems. >> Well, that leads me into my next question, because a lot of organizations of course have renewed their focus on digital drive. Every organization has, has no choice if you're not digital business, you're out of business. But, but what I mean there is we were kind of forced into digital last year and, and now organizations are stepping back and they're being more planful. So there's an emphasis on modernizing infrastructure and applications. What's the role that you see of Kubernetes and VMs in that shift to modernizing the, the infrastructure apps and the business? >> Yeah. And so what we saw in the pandemic is companies that had to do more with less. And despite that those that adopted Kubernetes were able to accelerate application development, they were able to scale their applications faster. In fact, we have one customer, Roblox, a massively popular online gaming platform for kind of, you know, a tween age kids. They actually IPO-D during the pandemic in the first week that kind of that March timeframe, the beginning of the pandemic, they scaled in a single month, what they had scaled in the entire previous year. And the only way they were able to do that was with these modern architectures. So companies have had firsthand experience saying, okay, when we, when we build cloud native, when we use microservices, when we use Kubernetes, we can scale faster, we can get to the market quicker. And so let's keep those learnings and let's accelerate them. And so, you know, the reason we're doing a pure validated design with, with, with Tansu and Portworx is to help the VMware ecosystem take advantage as well of those modern architectures so that they can get the benefits, not just of the agile infrastructure stack provided by VMware, but also the, the applications here that goes along with it. >> So, I mean, you made the point before, it's all about the applications and take that further. It's all about the, the value that you, the time to value that you can get out of deploying applications. So based on what you just said about those with, versus those without, during the pandemic, that begs the question, why wouldn't everybody have done that? So the question is what are the biggest challenges that you're seeing in terms of adopting and deploying Kubernetes in production? >> Yeah. So actually I have some data that I can share on us. We just did a survey of 500 IT pros across the US and UK with significant knowledge of their company's Kubernetes strategy who are currently running data services on Kubernetes. And so we asked them, "how's that going for you?" And what they told us is basically what I, what I just said earlier that they're 55% can get apps to market faster. 50% of their developers are more, more efficient. And actually a third of those say in addition, we're actually able to reduce our, our IT infrastructure costs. But why? Why isn't everybody doing it? And as we ask those questions and they're struggling with business requirements around backup and recovery, data mobility, data security. And I think that is that's the missing piece, which is when you can figure it out. And, you know, if you're Uber or you're, you know, you're Facebook, you can hire engineers to figure anything out, right? Given enough time and budget, you can solve anything with computers, but for the vast majority of organizations, they need a solution to enable them to have the same outcomes as the companies who can build everything themselves. And so with, you know, with Portworx Data Services by, by adding Portworx into your Tansu environment, you actually get kind of quote unquote for free, a lot of those business requirements that are, that are holding back enterprise adoption of critical applications within the Kubernetes ecosystem. And as a result, then you can accelerate a larger portion of your application portfolio. >> Hey Michael, so one of the good things about virtual events, particularly VMworld, is you don't have to fly out on a Saturday, a Sunday and come back on a Friday. The flip side of that is you don't get the hallway track, you know, so it's an awesome event. It really kind of kicks off the fall season. So help the audience. What are you looking for at VMworld 2021 that's relevant to your space? >> Yeah, it's a great question. I mean, I'm interested in anything that really kind of, you know, helps customers figure out how to really embrace hybrid and multi-cloud. I mean, it feels a little bit like it's, it's the infrastructure week of the political world that it's all, we're always talking about it, but it's never happening, but I'm actually seeing a lot of, a lot of movement to suggest both in our own customer base as well on new products that are coming to market that are really helping customers take advantage of this multi and hybrid cloud world. So I think it's really happening. So I'm looking for announcements around that. I'm also always interested in security because I think, you know, the online world is just a more and more dangerous place every day, whether it's ransom ware attacks or other more traditional security threats. And so I think, you know, as a community, we need to figure out ways in which we can both enable customers to move faster, deliver apps more quickly, scale them more quickly, but also make them more secure. And that's why it was really hard to see on our survey that when people apply automation through platforms like Tansu or Kubernetes more broadly, that they actually get security benefits in addition to kind of the, you know, the scale and the productivity benefits. So I'm looking for more announcements to come out on that front as well. >> If I could follow up on that, because historically the more secure you are, the less flexibility you have, the reverse is true. The more flexibility you give users, the less secure they are. Now, I'm hearing that that may not apply in the case of, well, actually, probably the answer is it probably does apply in the case of Kubernetes and containers, but that's why they need Portworx. But, but square that circle for me, because. >> Yeah, so it, there is usually a trade-off it's, you know, we really value security, so we're going to slow down and we're going, going to take a very, you know, progressive approach to rolling out changes to securing access, to limiting, you know, who can have access to data, et cetera. The, the flip side is, you know, it's move fast and break things, kind of the mantra of Silicon valley, which, you know, you, you say that to a financial institution on the east coast, and they're going to kind of roll your eyes and say, "what are you smoking?" So I, there is a way to solve it and computers are, can, can take the very, very deliberate approach except they do it extremely fast. So it doesn't look as deliberate. So basically what I'm saying is you can build in security best practices, but then use fleets of servers to run all of those checks, to make sure that the person who is trying to access the system is the one in my enterprise off system that should be able to access that system. And so you can basically get manual people-based checks out of the way, because you're leveraging automation that is doing those tests. It's not like we're, we're, we're letting things be open. It's just, we're leveraging computers or the things that they're really good at. And that's how you square that circle, which automation enables you to put in place more checks than you can do manually, but they happen a lot faster. And so you end up getting the best of both worlds and kind of breaking this longstanding tension between agility and security. >> And in a key linchpin of that, I'm assuming is APIs that allow you to connect to whatever the best of breed, identity governance and access management system you want to use. >> Exactly. So we have one example is we have Key-X Secure. So this is all about role based access controls and encryption for your mission, critical data that's running on convenience. Well, we have APIs for that and we, and, you know, we build it into things like Portworx Data Services. And build it into things like our storage boxes. So all a dev-ops engineer has to do is say, yeah, I want this app to be secure, meaning encrypted, and that's going to follow my role based access controls that I'm defining in my corporate off system. And then it's automatically applied. That's really, the key is something is only secured if you actually do it. And a lot of times, because it's so cumbersome, either developers look for work-arounds, or they just, they basically don't do it. It gets bolted on at the end. The kind of phrase of art within the security shift left bring more of that stuff earlier. But I think it applies not just to security, but also to data protection, to data mobility. Let's build all of that stuff in right from the beginning. And that's one of the big design principles of Portworx. >> One of the discussions we're always having is, okay, we've seen this rapid shift to digital. This has so many ripple effects what's permanent. So what are the big changes or trends that you think are going to be permanent or will dominate not just VMworld this year, but, but the themes for the coming years. >> Yeah. So what genies are out of the bottle, and I think a big one is just from an architectural perspective, this new to microservices. I mean, it just, it makes so much sense for so many reasons. You know, how often do we, any of us get a maintenance notification anymore from a consumer service that we got, we use, whether it's, you know, restaurant delivery, whether it's, you know, streaming, whether it's even, you know, you know, health, a health app that we're using, we don't, but that's very common in the enterprise that you would shut down. You know, the ERP system for, you know, three days, you know, every six months to do an update. So that stuff is going away. And the way in which we no longer have to issue those notifications is we have microservices that can be independently updated that can use kind of specialized tooling. That makes sense for the job. So I have an app that really needs the indexing capabilities of elastic search. Versus I have an app that needs the very quiet, fast data processing of the Santra. And so the development teams can be more independent for one another, have less dependencies develop applications faster and get those products to market faster. And I think the, the pandemic has demonstrated how, you know, I'll say Amazon wasn't successful because of the pandemic. And a lot of people say, oh, well, of course they sell online. So this pandemic was a boom for them. Well, they actually created architectures that were able to withstand the massive increase in demand that they got. Our customer Roblox is another example. If they did not have those, those same, those architectures that enable them to scale at those levels, then I, you know, Roblox wouldn't have been able to IPO because they would've just been a story about everybody wanted to play Roblox, the website crashed. End of story. So it's about building architectures that allow you to take advantage of this movement towards digital. And I don't think that's going away, but this is where the solutions like Tansu come in, you know, folks don't know how to do it. And they need platforms that make it easy. They need platforms that enable them to secure their data, to make it available, to protect it. And so, you know, combinations of like, Portworx and Tansu really solve some of the issues that come up in this, this shift to microservices. >> Michael, great stuff, really appreciate your perspectives. And thanks for coming back on theCUBE. >> Yeah, my pleasure anytime. And hopefully we'll be able to do it in person one of these days. >> I hope so. All right. Hey, thank you for watching everybody. This is Dave Vellante. You're watching the continuous coverage of theCUBE's coverage of VMworld 2021. Keep it right there. (upbeat music) (upbeat music) (upbeat music)
SUMMARY :
Good to see you again. Hey, great to be here. And, and, you know, what's with Tansu and, you know, And the like, so Michael, of smart moves and you know, And I got to say you personally, So maybe talk about the evolution And so being able to kind admin that you talk about this, SRES, which is kind of, you know, that's, pulling tickets, you know, and you need agile infrastructure What's the role that you see And so, you know, the time to value that you you know, you're Facebook, The flip side of that is you And so I think, you know, as a community, the more secure you are, The, the flip side is, you know, APIs that allow you to connect to and we, and, you know, One of the discussions And so, you know, combinations of like, And thanks for coming back on theCUBE. to do it in person one of these days. Hey, thank you
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Pure//Launch | Pure Storage
(electronic music) >> The cloud is evolving. You know, it's no longer just a set of remote services accessed through a public cloud. Rather, it's expanding to on-premises, to multiple premises, across clouds, and eventually out to the edge. The challenge for customers is how to treat these locations as one. The opportunity for technology companies is to make that as simple as possible from an operational perspective. Welcome to this CUBE program where we're featuring Pure Storage in its latest innovations in bringing infrastructure and applications more closely together, fusing them, if you will. And today, we have a two-part program. First, we're going to hear from Rob Lee who's the CTO of Pure Storage and then my colleague John Walls is going to talk to Scott Sinclair of Enterprise Strategy Group. Scott will provide his expert analysis on infrastructure modernization and what to expect in today's changing world. So joining me right now is Rob Lee, CTO of Pure Storage. Welcome, Rob, good to see you. >> Good to see you again too, Dave. >> So take us through the announcements from today at a high level. What's most exciting about what you're delivering? >> Yeah, absolutely. So as you know, many announcement today, many things to discuss. But overall, I think what's most exciting is it's the expansion of our ability to help customers along the modern data journey. We've always thought of the journey to modern data as being formed by three pillars, if you will, certainly, modernizing infrastructure, modernizing operations and applications. And today's announcements are really in that kind of middle category of, like you said, bringing infrastructures and applications a lot more closely together. We've been modernizing infrastructure since day one, probably, people best know us for that and today's announcements are really about tackling that operations piece, bringing infrastructure and code and applications more closely together. So when we think about Pure Fusion, for example, that's really a huge step forward in how we're enabling our customers to manage large fleets of infrastructure, products, and components to deliver those services in a more automated, more tightly-integrated, seamlessly transparently delivered way to the applications that they serve, whether these services are being delivered by many different arrays in one location, many different arrays in different data center locations, or between the premise, on-premise environment and the cloud environment. Likewise, on the application front, when we think about today's announcements in Portworx Data Services, that's really all about how do we make the run and operate steps of a lot of the application building blocks that cloud-native developers are using and relying on, the database applications that are most poplar in open source, Cassandra, Mongo, so on and so forth, how dow we make the run and operate pieces of those applications a lot more intuitive, a lot more easily deployed, scaled, managed, monitored for those app developers? And so a ton of momentum. It's a big step forward on that front. And then right in the middle, when we think about today's announcements in Pure One, that's really all about how do we create more visibility, connecting the monitoring and management of the infrastructure running the apps and bring those closer together? So when we think about the visibility, we're now able to deliver for Portworx topologies allowing developers and DevOps teams to look at the entire tech stack, if you will, of a container environment from the application to the containers, to the Kubernetes cluster, to the compute nodes, all the way down to the storage, and be able to see everything that's going on, the root cause of any sort of problems that come up, that again, that's all in service of bringing infrastructure and applications a lot more closely together. So that's really how I view it and like I said, that's really the next step in our journey of helping customers modernize between infrastructure, operations, and their applications. >> Okay, so you got the control plane piece which is all about the operating model, you've got Pure One, you mentioned that which is for monitoring, you've got the Portworx piece which brings sort of development and deployment together in both infrastructure as code and better understanding of that full stack of, like you say, from applications through the clusters, the containers, all the way down to the storage. So I feel like it's not even the storage anymore. I mean, it's cloud. (chuckling) >> It is and you know, I chuckle a little bit because at the end of the day, we deliver storage but what customers are looking for is, and what they value and what they care about is their data. Now obviously, the storage is in service of the data and what we're doing with today's announcements is, again, just making it, extending our reach, helping customers work with their data a couple more steps down the road beyond just serving the bits and bytes of the storage but now getting into how do we connect the data that's sitting on our storage more quickly, get it, you know, in the hands of developers and the applications more seamlessly and more fluidly across these different environments. >> How does this news fit into Pure's evolution as a company? I mean, I don't see it as a pivot because a pivot's like, okay, we're going to go from here and now we're doin' this? >> Rob: Yeah, we were doing this, now we're doing that, right. >> And so it's more like a reinvention or a progression of the vision and the strategy. Can you talk to that? >> Absolutely. You know what, I think between those two words, I would say it's a progression, it's a next step in the journey as opposed to a reinvention. And again, I go back to, you know, I go back to the difference between storage and data and how customers are using data. We've been on a long-term path, long-term journey to continue to help customers modernize how they work with data, the results they're able to drive from the data. We got our start in infrastructure and just, you know, if you want to do bleeding edge things with data, you're not going to do it on decades-old infrastructure. So let's fix that component first, that's how we got our start. Today's announcement are really the next couple of steps along that journey. How do we make the core infrastructure more easily delivered, more flexible to operate, more automated in the hands of not just the DevOps teams, the IT teams, but the application developers? How do we deliver infrastructure more seamlessly as code? Well, why is that important? It's important because what customers are looking for out of their data is both speeds and feeds, the traditional kind of measures, bandwidth, iOps, latency, that sort of thing, but they're looking for speed of agility. You look at the modern application space around how data's being processed, it's a very, very fast-moving application space. The databases that are being used today may be different than the ones being used three months from now or six months from now. And so developers, application teams are looking for a ton more flexibility, a ton more agility than they were three, five, 10, 15 years ago. The other aspect is simplicity and reliability. As you know, that's a core component of everything we do. Our core products, you know, our arrays, our storage appliances, we're very well-known for the simplicity and reliability we drive at the individual product level. Well, as we scale and look at larger environments, as we look at customers' expectations for what they expect from a cloud-like service, there's the next level of scale and how we deliver that simplicity and reliability. And what do I mean by that? Well, a large enterprise customer who wants to operate like a cloud, wants to be able to manage large fleets of infrastructure resources, be able to package them up, deliver infrastructure services to their internal customers, they want to be able to do it in a self-service, policy-driven, easy to control, easy to manage way and that's the next level of fleet level simplicity and that's really what Pure Fusion is about is allowing operators that control plane to specify those attributes and how that service should be delivered. Same thing with Portworx, if we think about simplicity and reliability, containers, cloud-native applications, micro services, a lot of benefits there. A very fast-moving space, you can mix and match components, put them together very easily, but what goes hand in hand with that is now a need for a greater degree of simplicity 'cause you have more moving parts, and a greater need for reliability because, well now, you're not just serving one application but 30 or 40 working in unison. And that's really what we're after with Portworx and Portworx Data Services and the evolution of that family. So getting back to your original question, I really look at today's announcements as not a pivot, not a reinvention, but the next logical steps in our long-term journey to help customers modernize everything they do around data. >> Right, thanks for that, Rob. Hey, I want to switch topics. So virtually every infrastructure player now has an as-a-service offering and there're lots of claims out there about who was first, who's the best, et cetera. What's Pure's position on this topic? You claim you're ahead of the pack in delivering subscription and as-a-service offerings in the storage industry. You certainly were first with Evergreen. That was sort of a real change in how folks delivered. What about as-a-service and Pure as-a-service? What gives you confidence that you have the right approach and you're lead in the industry in this regard? >> Yeah, absolutely. I mean, I think of, first and foremost, we think of everything we do at Pure as a service and whether that's delivering products and helping customers to run and operate in an as-a-service model internally, or whether it's Pure taking on more of that run and operate as-a-service, ourselves, with Pure as a service. And so the second part of your question which is what is it that sets us apart, what are we doing differently, what gives us confidence that this is the right path, well, fundamentally, I think the difference is obviously this is a, you know, a hotter topic in the industry of late, but I think the difference is between us and the competitive set is we really look at this as a product and technology-led philosophy and strategy and we have since day one. And I think that's different than a lot of others in the industry who look at it as a little bit more of a packaging exercise between financial services, professional services, wrap it up in T(s) and C(s) and you call it a service. And what do I mean by that? So, you know, if you look internally at Pure, everything we do we think of as a service. We have a business unit organized around it, we have an engineering team, significant resources dedicated to it and building out service offerings. When we think about why this is technology-led, I think of a service. For something to be thought of as a service, it's got to be flexible, it's got to be adaptable. I've got to be able to grow as a customer and evolve as I need, whether that's changing needs in terms of performance and capacity, I've got to be able to do that without being locked into day-one, rigid kind of static some lands of having the capacity planned or plan out what my user's going to look like 18 months from now. I've got to be able to move and evolve and grow without disruption, right? You know, it's not a service if you're going to make me do a data migration or take a down time. And so when I net all that out, what are the things that you need the attributes that you need to be able to deliver a service? Well, you need a product set that is going to be able to be highly malleable, highly flexible, highly evolvable. You need something that's going to be able to cover the entire gamut of needs, whether it's price performance, tiers, you know, high performance capacity, lower cost, price points. You need something that's got a rich set of capabilities whether it's access protocols, file block object, whether it's data protection properties, you know, replications, snapshots, ransomware protection. So you need that full suite of capabilities but in order to deliver it as a service and enable me, as a customer, to seamlessly grow and change, that's got to be delivered on a very tight set of technology that can be repurposed and configured in different ways. You can't do this on 17 different products (chuckling) and expect me to change and move every single time that I have a service need change. And so when I net that out, that puts us in an absolutely differentiated position to be able to deliver this because again, everything we do is based on two core product families, Portworx adds a third. We're able to deliver all of the major storage protocols, all of the data protection capabilities across all of the price performance and service tiers, and we're able to do this on a very tight code base. And as you know, everything we do is completely non-disruptive so all of the elements really add up in our favor. And like I said, this is a huge area of a strategic focus for us. >> So these offerings, they're all part of the service-driven component of your portfolio, is that correct? >> Absolutely, yep. >> Great. You talk all the time about modern data experiences, modern application, the modern data changing the way customers think about infrastructure. What exactly does that mean and how are you driving that? >> Well, I think it means a couple of different things, but if I were to net it out, it's a greater demand for agility, a greater demand for flexibility and optionality. And if we look at why that is, you know, when I talk to customers, as they think about an infrastructure, largely, they think about their existing application demands and needs, what they're spending 90% of their time and budget dealing with today, and then the new stuff that they're getting more and more pressured to go off and build and support which is oftentimes the more strategic initiatives that they have to serve, so they're kind of balancing both worlds. And in the new world of modern applications, it's much more dynamic, meaning the application sets that are being deployed are changing all the time, the environments and what the infrastructure needs to deliver has to change more quickly in terms of scaling up, down, growing, it has to be a lot more elastic, and has much more variance. And what I mean by that is you look at a modern, cloud-native, micro services architecture-type application, it's really, you know, 20, 30, 40 different applications all working in concert with one another under the hood. This is a very different infrastructure demand than your more traditional application set. Back in the day, you have an Oracle application, you go design an environment for that. It's a big exercise, but once you put it in place, it has its own lifecycle. These days with modern applications, it's not just one application, it's 20 or 30, you've got to support all of them working in unison, you don't want to build separate infrastructures for each piece, and that set of 20 or 30 applications is changing very rapidly as open source ecosystem moves forward, as the application space moves forward. And so when customers think about the change in demands and infrastructure, this is kind of what they're thinking about and having to juggle. And so that, at the end of the day, drives them to demand much more flexibility in their infrastructure being able to use it for many different purposes, much more agility being able to adapt very, very quickly, and much more variance or dynamic range, the ability to support many different needs on the same set of infrastructure. And this is where we see very, very strong demand indicators and we're very invested in meeting these needs because they fit very well with our core product principles. >> Great, thank you for that. I really like that answer because it's not just a bunch of slideware mumbo-jumbo. You actually put some substance on it. Rob, we're going to have to leave it there. Thanks so much for joining us today. >> Thank you. >> And look forward to havin' you back soon. Now, in a moment, Scott Sinclair who's a senior analyst at Enterprise Strategy Group speaks with theCUBE's John Walls to give you the independent analyst's take. You're watching theCUBE, your global leader in high tech coverage. (techno music) >> Agility is what all digital organizations strive for, and for almost the entirety of the enterprise storage industry, agility and storage aren't words you'd often hear together. Since the founding of Pure Storage, we've been laser focused on taking what's painful about traditional enterprise storage and making it better. We imagined a world where consumers self-service the provisioning of their storage resources to match the performance and data protection capabilities that their applications require. No endless back and forth between application owners and storage teams, just true on-demand self-service. At the same time, imagine all of the complex storage management operations required to make this possible being automated through software. From the placement of the initial workload to storage adjusting with the unpredictable needs of an application and seamlessly migrating and rebalancing the fleet as needed, all with zero down time and no manual intervention. And finally, imagine almost limitless scale that adjusts to meet your business' data management needs over time. This is what we believe the future of enterprise storage looks like. >> Today, we are announcing Pure Fusion, a leap forward in enterprise storage, marrying the best parts of the public cloud with the storage experience and capabilities you've come to expect from Pure. By bringing the simplicity and scalability of the cloud operating model with on-demand consumption and automated provisioning, organizations can deliver an enterprise-grade managed, self-service storage model that unifies fleets of arrays and optimizes storage pulls on the fly. End users will be able to rapidly consume volumes, file systems, and advanced data services like replication without waiting for backend manual work making storage hardware truly invisible. And organizations will be able to scale seamlessly across block, file, and object workloads, leveraging the power of the entire Pure Storage family, including FlashArray, Pure Cloud Block Store, FlashBlade, and Portworx. (electronic music) >> It is time to take a look at what Pure's up to from a slightly different perspective. To help us do that is Scott Sinclair who's a senior analyst at the Enterprise Strategy Group. And Scott, thanks for joining us here, on theCUBE. Good to see ya today. >> Great to see you. >> All right, so let's jump into this. First, we'll get to the announcement in just a little bit. First off, in terms of Pure's strategy, as you've been watching this company evolve over years now, how has it evolved? And then we'll go to the announcements and how that fits into the strategy. But first off, let's just take them from your point of view where have they been and how are they doin'? >> You know, many people know of Pure or maybe they don't know of their history as an all-Flash array. I think Pure has always been, ever since they entered the IT industry as a pioneer, they're one of the early ones that said look, we're going all in on the all-Flash array business and a focus on Flash technology. Then they were early pioneers in things like Evergreen and things like storage-as-a-service capabilities for on-premises storage. And the entire time, they've had a really almost streamline focus on ease of use which, you know, from the outside, I think everyone talks about ease of use and making things simple for IT, but Pure has really made that almost like core as part of not only their product and their design but also part of their culture. And one of the things, and we'll get into this a little bit as we talk about the announcements, but, you know, if you look at these announcements and where Pure's going, they're trying to expand that culture, that DNA around ease of use or simplicity, and expanding it beyond just storage or IT operations, and really trying to see okay, how do we make the entire digital initiative process or the larger IT operations journey simpler. And I think that's part of where Pure is going is not just storage but focusing more on apps, operations, and data, and making it easier for the entire experience. >> So how do the announcements we're talking about, well, there're three phases here, and again, we'll unpack those separately, but in general, how do the announcements then, you think, fit into that strategy and fit into their view and your view, really, of the market trends? >> I think one of the big trends is, you know, IT in terms for most businesses is, it's not just an enabler anymore. IT's actually in the driver's seat. We see in our research at ESGU, we just did this study and I'm going to glance over my notes as I'm kind of talking, but we see one of the things is more than half of businesses are identifying some portion of their revenue is coming from digital products or digital services. So data is part of the revenue chain for a majority of organizations according to what we're seeing in our research. And so what that does is it puts IT right in that core, you know, that core delivery model of where the faster IT can operate, the faster organizations can realize these revenues opportunities. So what is that doing to IT organizations? Well first off, it makes their life a lot harder, it makes demands continue to increase. But also, this old adage or this old narrative that IT's about availability, it's about resiliency, it's about keeping the lights on and ensuring that the business doesn't go down, well none of that goes away. But now, IT organizations are being measured on their ability to accelerate operations. And in this world where everything's becoming more, you know, more complex, there're more demands, organizations are becoming more distributed, application demands are becoming more diverse and they're growing in breadth. All of this means that more pressure is falling not only on the IT operations but also on the infrastructure providers like Pure Storage to step up and make things even simpler with things like automation and simplification which, you know, we're going to talk about, but to help accelerate those operations. >> Yeah, I mean, if you're DevOps these days, I mean, and you're talkin' about kind of these quandaries that people are in, but what are these specific challenges do you think, on the enterprise level here, that Pure is addressing? >> Well so for example, you talked about developers and driving into that in particular, I want to say let's see, glance at my notes here, about two-thirds of organizations say they're under pressure to accelerate IT initiatives due to pressures specifically from DevOps teams as well as line of business teams. So what does that mean? It means that as organizations build up and try to accelerate either their revenue creation via the creation of software or products, or things of that, that drive, that support a DevOps team, maybe it's improving customer experience for example, as well as other line of business teams such as analytics and trying to provide better insights and better decision making off of data, what that means is this traditional process of IT operations of where you submit a trouble ticket and then it takes, after a few days, something happens and they start doing analysis in terms of basically what ends up being multiple days or multiple weeks, to end up to basically provision storage, it just takes too long. And so in these announcements what we're seeing is Pure delivering solutions that are all about automating the backend services and delivering storage in a way that is designed to be easily and quickly consumed by the new consumers of IT, the developers, the line of business teams via APIs where you can write to a standard API and it goes across basically lots of different technologies and happens very quickly where a lot of the backend processes are automated, and essentially, making the storage invisible to these new consumers. And all of that just delivers value because what these groups are doing is now they can access and get the resources that they need and they don't have to know about what's happening behind the scenes which, candidly, they don't really know much about, right now, and they don't really care. >> Right. (chuckling) That's right. Yeah, what I don't see, what I don't know won't hurt me. And it can, as we know, it can. So let's look at the announcements. Pure Fusion, I think we were hearing about that just a little bit before, earlier in the interview that Dave was conducting, but let's talk about Pure Fusion and your thoughts on that. >> Pure Fusion is what I was talking about a little bit where they're abstracting a lot of the storage capabilities and presenting it as an API, a consistent API that allows developers to provision things very quickly and where a lot of the backend services are automated and, you know, essentially invisible to the developer. And that is, I mean, it addresses where, you know, I kind of talk about this with some of the data that we just, you know, some of our research stats that we just discussed, but it's where a lot of organizations are going. The bottom line is, we used to, in a world where IT services weren't growing as fast and where everything had to be resilient and available, you could put a lot of personnel power or personal hours focused on okay, making sure every box and everything was checked prior to doing a new implementation.and all that was designed to reduce risk and possibly optimize the environment and reduce cost. Now in this world of acceleration what we've seen is organizations need faster responsiveness from the IT organization. Well that's all well and good, but the problem is it's difficult to do all those backend processes and make sure that data's fully being protected or making sure that everything is happening behind the scenes the way it should be. And so this is, again, just mounting more and more pressure. So with things like Pure Fusion what they're doing is they're essentially automating a lot of that on the backend and really simplifying it and making it so storage, or IT administrators can provide access to their line of business, to development teams to leverage infrastructure a lot faster while still ensuring that all those backend services, all those operations still happen. Portworx Data Services also announced and we're hearing it from Dave, for that perspective may be a game-changer in terms of storage. So your take on that and Portworx? >> You know, I really like Portworx. I've been following them ever since prior to the acquisition. One of the things that they were very early on is understanding the impact of micro services on the industry and really, the importance of designing infrastructure around for that environment. I think what they're doing around data services is really intriguing. I think it's really intriguing, first off, for Pure as a company because it elevates their visibility to a new audience and a new persona that may not have been familiar with them. As organizations are looking at, you know, one of the things that they're doing with this data services is essentially delivering a database-as-a-service platform where you can go provision and stand up databases very quickly and again, similar to we talked about fusion, a lot of those backend processes are automated. Really fascinating, again, aligns directly with this acceleration need that we talked about. So, you know, a huge value, but it's really fascinating for Pure because it opens them up to, you know, hey, there's this whole new world of possible consumers that where they're, that they can get experience to really, the ease of use that Pure is known for a lot of the capabilities that Portworx is known for, but also just increase really the value that Pure is able to deliver to some of these modern enterprises. >> And just to add, briefly, on the enhancements that Pure One also being announced today. Your take on those? >> I like that as well. I think one of the things if I kind of go through the list is a lot of insights and intelligence in terms of new app, sizing applications for the environment if I remember correctly, and more, you know, better capabilities to help ensure that your environment is optimized which candidly is a top challenge around IT organizations. We talk about, again, I keep hitting on this need to move faster, faster, faster. One of the big disconnects that we've seen and we saw it very early when organizations were moving to, for example, public cloud services, is this disconnect towards for this individual app, how many resources do I really need and I think that's something that, you know, vendors like Pure need to start integrating more and more intelligence. And that's, my understanding is they're doing with Pure One which is really impressive. >> I hope it's all it takes. Scott, we appreciate the time. Thank you for your insights into what has been a big day for Pure Storage. But thank you again for the time. Scott Sinclair at the Enterprise Strategy Group, senior analyst, there. Let's go back to Dave Vellante now with more on theCUBE. (electronic music) >> Thanks for watching this CUBE program made possible by Pure Storage. I want to say in summary, you know, sometimes it's hard to squint through all the vendor noise on cloud and as-a-service, and all the buzz words, and acronyms in the marketplace. But as I said at the top, the cloud is changing, it's evolving, it's expanding to new locations. The operating model is increasingly defining the cloud. There's so much opportunity to build value on top of the massive infrastructure build-out from the hyperscalers to $100 billion in CapEx last year, alone. This is not just true for technology vendors, but organizations are building their own layer to take advantage of the cloud. Now, of course, technology's critical so when you're evaluating technology solutions, look for the following. First, the ability of the solution to simplify your life. Can it abstract the underlying complexity of a cloud, multiple clouds, connect to on-prem workloads in an experience that is substantially identical, irrespective of location? Does the solution leverage cloud-native technologies and innovations and primitives and APIs or is it just a hosted stack that's really not on the latest technology curve, whether that's processor technology or virtualization, or machine learning, streaming, open source tech, et cetera? Third, how programmable is the infrastructure? Does it make developers more productive? Does it accelerate time to value? Does it minimize rework and increase the quality of your output? And four, what's the business impact? Will customers stand up and talk about the solution and how it contributed to their digital transformation by flexibly supporting emerging data-intensive workloads and evolving as their business rapidly changed? These are some of the important markers that we would suggest you monitor. Pure is obviously driving hard to optimize these and other areas, so watch closely and make your own assessment as to how, what they and others are building will fit into your business. Now as always, this content is available on demand on theCUBE.net, so definitely check that out. This I Dave Vellante for John Walls and the entire CUBE team, thanks for watching, everybody. We'll see ya next time. (soft electronic music)
SUMMARY :
and eventually out to the edge. what you're delivering? and the cloud environment. all the way down to the storage. and bytes of the storage Rob: Yeah, we were doing this, of the vision and the strategy. and that's the next level in the storage industry. and change, that's got to be and how are you driving that? the ability to support have to leave it there. John Walls to give you the and rebalancing the fleet as of the public cloud with at the Enterprise Strategy Group. and how that fits into the strategy. And the entire time, they've had a really and I'm going to glance over my and get the resources that earlier in the interview a lot of that on the backend for a lot of the capabilities And just to add, One of the big disconnects that we've seen Scott Sinclair at the and acronyms in the marketplace.
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Ajay Singh, Pure Storage | CUBEconversation
(upbeat music) >> The Cloud essentially turned the data center into an API and ushered in the era of programmable infrastructure, no longer do we think about deploying infrastructure in rigid silos with a hardened, outer shell, rather infrastructure has to facilitate digital business strategies. And what this means is putting data at the core of your organization, irrespective of its physical location. It also means infrastructure generally and storage specifically must be accessed as sets of services that can be discovered, deployed, managed, secured, and governed in a DevOps model or OpsDev, if you prefer. Now, this has specific implications as to how vendor product strategies will evolve and how they'll meet modern data requirements. Welcome to this Cube conversation, everybody. This is Dave Vellante. And with me to discuss these sea changes is Ajay Singh, the Chief Product Officer of Pure Storage, Ajay welcome. >> Thank you, David, gald to be on. >> Yeah, great to have you, so let's talk about your role at Pure. I think you're the first CPO, what's the vision there? >> That's right, I just joined up Pure about eight months ago from VMware as the chief product officer and you're right, I'm the first our chief product officer at Pure. And at VMware I ran the Cloud management business unit, which was a lot about automation and infrastructure as code. And it's just great to join Pure, which has a phenomenal all flash product set. I kind of call it the iPhone or flash story super easy to use. And how do we take that same ease of use, which is a heart of a Cloud operating principle, and how do we actually take it up to really deliver a modern data experience, which includes infrastructure and storage as code, but then even more beyond that and how do you do modern operations and then modern data services. So super excited to be at Pure. And the vision, if you may, at the end of the day, is to provide, leveraging this moderate experience, a connected and effortless experience data experience, which allows customers to ultimately focus on what matters for them, their business, and by really leveraging and managing and winning with their data, because ultimately data is the new oil, if you may, and if you can mine it, get insights from it and really drive a competitive edge in the digital transformation in your head, and that's what be intended to help our customers to. >> So you joined earlier this year kind of, I guess, middle of the pandemic really I'm interested in kind of your first 100 days, what that was like, what key milestones you set and now you're into your second a 100 plus days. How's that all going? What can you share with us in and that's interesting timing because the effects of the pandemic you came in in a kind of post that, so you had experience from VMware and then you had to apply that to the product organization. So tell us about that sort of first a 100 days and the sort of mission now. >> Absolutely, so as we talked about the vision, around the modern data experience, kind of have three components to it, modernizing the infrastructure and really it's kudos to the team out of the work we've been doing, a ton of work in modernizing the infrastructure, I'll briefly talk to that, then modernizing the data, much more than modernizing the operations. I'll talk to that as well. And then of course, down the pike, modernizing data services. So if you think about it from modernizing the infrastructure, if you think about Pure for a minute, Pure is the first company that took flash to mainstream, essentially bringing what we call consumer simplicity to enterprise storage. The manual for the products with the front and back of a business card, that's it, you plug it in, boom, it's up and running, and then you get proactive AI driven support, right? So that was kind of the heart of Pure. Now you think about Pure again, what's unique about Pure has been a lot of our competition, has dealt with flash at the SSD level, hey, because guess what? All this software was built for hard drive. And so if I can treat NAND as a solid state drive SSD, then my software would easily work on it. But with Pure, because we started with flash, we released went straight to the NAND level, and as opposed to kind of the SSD layer, and what that does is it gives you greater efficiency, greater reliability and create a performance compared to an SSD, because you can optimize at the chip level as opposed to at the SSD module level. That's one big advantage that Pure has going for itself. And if you look at the physics, in the industry for a minute, there's recent data put out by Wikibon early this year, effectively showing that by the year 2026, flash on a dollar per terabyte basis, just the economics of the semiconductor versus the hard disk is going to be cheaper than hard disk. So this big inflection point is slowly but surely coming that's going to disrupt the hardest industry, already the high end has been taken over by flash, but hybrid is next and then even the long tail is coming up over there. And so to end to that extent our lead, if you may, the introduction of QLC NAND, QLC NAND powerful competition is barely introducing, we've been at it for a while. We just recently this year in my first a 100 days, we introduced the flasher AC, C40 and C60 drives, which really start to open up our ability to go after the hybrid story market in a big way. It opens up a big new market for us. So great work there by the team,. Also at the heart of it. If you think about it in the NAND side, we have our flash array, which is a scale-up latency centric architecture and FlashBlade which is a scale-out throughput architecture, all operating with NAND. And what that does is it allows us to cover both structured data, unstructured data, tier one apps and tier two apps. So pretty broad data coverage in that journey to the all flash data center, slowly but surely we're heading over there to the all flash data center based on demand economics that we just talked about, and we've done a bunch of releases. And then the team has done a bunch of things around introducing and NVME or fabric, the kind of thing that you expect them to do. A lot of recognition in the industry for the team or from the likes of TrustRadius, Gartner, named FlashRay, the Carton Peer Insights, the customer choice award and primary storage in the MQ. We were the leader. So a lot of kudos and recognition coming to the team as a result, Flash Blade just hit a billion dollars in cumulative revenue, kind of a leader by far in kind of the unstructured data, fast file an object marketplace. And then of course, all the work we're doing around what we say, ESG, environmental, social and governance, around reducing carbon footprint, reducing waste, our whole notion of evergreen and non-disruptive upgrades. We also kind of did a lot of work in that where we actually announced that over 2,700 customers have actually done non-disruptive upgrades over the technology. >> Yeah a lot to unpack there. And a lot of this sometimes you people say, oh, it's the plumbing, but the plumbing is actually very important too. 'Cause we're in a major inflection point, when we went from spinning disk to NAND. And it's all about volumes, you're seeing this all over the industry now, you see your old boss, Pat Gelsinger, is dealing with this at Intel. And it's all about consumer volumes in my view anyway, because thanks to Steve Jobs, NAND volumes are enormous and what two hard disk drive makers left in the planet. I don't know, maybe there's two and a half, but so those volumes drive costs down. And so you're on that curve and you can debate as to when it's going to happen, but it's not an if it's a when. Let me, shift gears a little bit. Because Cloud, as I was saying, it's ushered in this API economy, this as a service model, a lot of infrastructure companies have responded. How are you thinking at Pure about the as a service model for your customers? What's the strategy? How is it evolving and how does it differentiate from the competition? >> Absolutely, a great question. It's kind of segues into the second part of the moderate experience, which is how do you modernize the operations? And that's where automation as a service, because ultimately, the Cloud has validated and the address of this model, right? People are looking for outcomes. They care less about how you get there. They just want the outcome. And the as a service model actually delivers these outcomes. And this whole notion of infrastructure as code is kind of the start of it. Imagine if my infrastructure for a developer is just a line of code, in a Git repository in a program that goes through a CICD process and automatically kind of is configured and set up, fits in with the Terraform, the Ansibles, all that different automation frameworks. And so what we've done is we've gone down the path of really building out what I think is modern operations with this ability to have storage as code, disability, in addition modern operations is not just storage scored, but also we've got recently introduced some comprehensive ransomware protection, that's part of modern operations. There's all the threat you hear in the news or ransomware. We introduced what we call safe mode snapshots that allow you to recover in literally seconds. When you have a ransomware attack, we also have in the modern operations Pure one, which is maybe the leader in AI driven support to prevent downtime. We actually call you 80% of the time and fix the problems without you knowing about it. That's what modern operations is all about. And then also Martin operations says, okay, you've got flash on your on-prem side, but even maybe using flash in the public Cloud, how can I have seamless multi-Cloud experience in our Cloud block store we've introduced around Amazon, AWS and Azure allows one to do that. And then finally, for modern applications, if you think about it, this whole notion of infrastructure's code, as a service, software driven storage, the Kubernetes infrastructure enables one to really deliver a great automation framework that enables to reduce the labor required to manage the storage infrastructure and deliver it as code. And we have, kudos to Charlie and the Pure storage team before my time with the acquisition of Portworx, Portworx today is truly delivers true storage as code orchestrated entirely through Kubernetes and in a multi-Cloud hybrid situation. So it can run on EKS, GKE, OpenShift rancher, Tansu, recently announced as the leader by giggle home for enterprise Kubernetes storage. We were really proud about that asset. And then finally, the last piece are Pure as a service. That's also all outcome oriented, SLS. What matters is you sign up for SLS, and then you get those SLS, very different from our competition, right? Our competition tends to be a lot more around financial engineering, hey, you can buy it OPEX versus CapEx. And, but you get the same thing with a lot of professional services, we've really got, I'd say a couple of years and lead on, actually delivering and managing with SRE engineers for the SLA. So a lot of great work there. We recently also introduced Cisco FlashStack, again, flash stack as a service, again, as a service, a validation of that. And then finally, we also recently did a announcement with Aquaponics, with their bare metal as a service where we are a key part of their bare metal as a service offering, again, pushing the kind of the added service strategy. So yes, big for us, that's where the buck is skating, half the enterprises, even on prem, wanting to consume things in the Cloud operating model. And so that's where we're putting it lot. >> I see, so your contention is, it's not just this CapEx to OPEX, that's kind of the, during the economic downturn of 2007, 2008, the economic crisis, that was the big thing for CFOs. So that's kind of yesterday's news. What you're saying is you're creating a Cloud, like operating model, as I was saying upfront, irrespective of physical location. And I see that as your challenge, the industry's challenge, be, if I'm going to effect the digital transformation, I don't want to deal with the Cloud primitives. I want you to hide the underlying complexity of that Cloud. I want to deal with higher level problems, but so that brings me to digital transformation, which is kind of the now initiative, or I even sometimes call it the mandate. There's not a one size fits all for digital transformation, but I'm interested in your thoughts on the must take steps, universal steps that everybody needs to think about in a digital transformation journey. >> Yeah, so ultimately the digital transformation is all about how companies are gain a competitive edge in this new digital world or that the company are, and the competition are changing the game on, right? So you want to make sure that you can rapidly try new things, fail fast, innovate and invest, but speed is of the essence, agility and the Cloud operating model enables that agility. And so what we're also doing is not only are we driving agility in a multicloud kind of data, infrastructure, data operation fashion, but we also taking it a step further. We were also on the journey to deliver modern data services. Imagine on a Pure on-prem infrastructure, along with your different public Clouds that you're working on with the Kubernetes infrastructures, you could, with a few clicks run Kakfa as a service, TensorFlow as a service, Mongo as a service. So me as a technology team can truly become a service provider and not just an on-prem service provider, but a multi-Cloud service provider. Such that these services can be used to analyze the data that you have, not only your data, your partner data, third party public data, and how you can marry those different data sets, analyze it to deliver new insights that ultimately give you a competitive edge in the digital transformation. So you can see data plays a big role there. The data is what generates those insights. Your ability to match that data with partner data, public data, your data, the analysis on it services ready to go, as you get the digital, as you can do the insights. You can really start to separate yourself from your competition and get on the leaderboard a decade from now when this digital transformation settles down. >> All right, so bring us home, Ajay, summarize what does a modern data strategy look like and how does it fit into a digital business or a digital organization? >> So look, at the end of the day, data and analysis, both of them play a big role in the digital transformation. And it really comes down to how do I leverage this data, my data, partner data, public data, to really get that edge. And that links back to a vision. How do we provide that connected and effortless, modern data experience that allows our customers to focus on their business? How do I get the edge in the digital transformation? But easily leveraging, managing and winning with their data. And that's the heart of where Pure is headed. >> Ajay Singh, thanks so much for coming inside theCube and sharing your vision. >> Thank you, Dave, it was a real pleasure. >> And thank you for watching this Cube conversation. This is Dave Vellante and we'll see you next time. (upbeat music)
SUMMARY :
in the era of programmable Yeah, great to have you, And the vision, if you the pandemic you came in in kind of the unstructured data, And a lot of this sometimes and the address of this model, right? of 2007, 2008, the economic crisis, the data that you have, And that's the heart of and sharing your vision. was a real pleasure. And thank you for watching
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Joshua Burgin, AWS Outposts & Michael Sotnick, Pure Storage
(digital music) >> My, what a difference 10 years makes in the tech industry. At the beginning of the last decade, the cloud generally in AWS specifically ushered in the era where leading developers they tapped into a powerful collection of remote services through programmable interfaces you know, out there in the cloud. By the end of the decade this experience would shape the way virtually every IT professional thinks about acquiring, deploying, consuming and managing technology. Today that remote cloud is becoming ubiquitous, expanding to the "edge" with connections to on-premises, data centers and other local points throughout the globe. One of the most talked about examples of this movement is AWS Outposts, which brings the Amazon experience to the edge wherever that may be. Welcome everyone to this CUBE conversation. My name is Dave Vellante. We're going to explore the ever expanding cloud and how two companies are delivering on customer needs to connect their data center operations to the cloud and the cloud to their on-prem infrastructure and applications. And with me are Joshua Burgin who's the General Manager of AWS Outposts and Michael Sotnick who's the VP at Global Alliances at Pure Storage. Gents, welcome come inside theCUBE. >> Right on. Well, thrilled to be here Dave. >> Great. >> Pleasure is mine, thank you. >> Awesome to have this conversation with you it's really our pleasure. So Joshua, let's start with Outpost. Maybe you could for the audience describe what it is maybe some of the use cases that you're seeing you're heard by narrative upfront maybe you can course correct anything I missed. >> Oh sure. I mean, I think you got it right on. AWS Outpost is a fully managed service that allows you to use AWS, API systems, tools, technology, hardware software innovation in your own data center or a colocation facility. And coming later this year as you put the edge in quotes at almost any edge site, as we announced the small form factor one you and two you Outposts at this last year's re-invent. >> I was excited when I saw Outpost a couple of years ago we were doing theCUBE at reinvent and I said, wow, this is truly going to be interesting. And I'm wondering like, how's Amazon, how are they going to partner? Where do some of the ecosystem get folks fit in? So Michael, you're an AWS Outpost ready partner. You know, what is that program all about? What does that mean for customers? >> Yeah, it's a great question. And you know, like you, Dave, I think we're as a vendor in technology we're inspired by what AWS has done. And when we look at Pure and see the opportunity we have you know, shared customer obsession, focused on outcomes, focused on NPS, great customer experience seeing AWS deliver the cloud to the edge, deliver the cloud to the data center that's just a great fit for us. So we rallied internally across our flash array of block storage solution a unified fast file and object flash plate solution and our container solution Portworx and, you know, across the entire portfolio we're the first to be in our segment the first to be service ready with AWS Outposts. And to us, it's an opportunity to link arms with AWS and cover some ground that's very familiar to us in the data center and clearly cover some ground that's very familiar to AWS in terms of great customer relationships across the board. >> Right, and, you know, I got to say, I've been a student of of Andy Jassy I always have listened to all his talks and go back and read the transcripts and Joshua I've learned that I never say never when it comes to AWS. And you see you guys moving into that, whatever you call it, the hybrid cloud, the on-premises really leaning in in a big way with Outposts and I wonder if you could talk about what's behind that expansion strategy? >> Sure, I mean, the way we looked at it obviously is always kind of working backwards from our customers. We have people tell us that they had some applications with low latency needs or where data resonancy or sovereignty was driven by regulations or in some cases where they needed to do local data processing something like an autonomous vehicle workload or in a factory or a healthcare facility. And they really wanted to say like, look, we're going to move all of our applications, you know the bulk of them to one of your regions in the fullness of time, but what's holding us back is that we want a consistent environment on-prem and in what you call the cloud. So we wanted a continuum of offerings from AWS to be able to serve all those needs. And that's really where Outpost came from. And, you know, we're seeing a lot of traction across financial services with companies like Morningstar and First Abu Dhabi bank, the iGaming space as you can imagine highly regulated industry, every city and, you know, municipality around the world wants to get in on that but they have their own regulations and they really require the infrastructure to be in a specific location and run a certain way. A company like TYPICA, which is based out of Europe they don't want to deliver different solutions depending on whether something's deployed in Minnesota or Germany or, you know, Vancouver. So that's where AWS Outpost comes in and it kind of fits that it works the same way as the things do in the region they can use the same tooling. >> Yeah, so Michael I'm going to ask you this question and maybe Joshua, you can chime in as well. I mean, you've got this, it's sort of a, win-win-win you know, Pure, AWS, you bringing that experience to on-premises, the customer gets that experience that Joshua just explained. I wonder if you could, I mean, you've been out now for a little bit testing the market learning here and there. What are the big takeaways in the learnings you're getting from customers? >> Yeah, I'll start and I'm sure Joshua can compliment quite a bit. And like Joshua hit on, right. You know, I think we take our cues from our customers, Dave, and you know what the customers are looking for, you know is a commercial relationship and so in addition to the technological inspiration we've got from AWS we offer the solution for Outposts and a Pure as a service model. So it's 100% subscription-based for the customer and they're able to consume it, you know the same way that they would all of their services from AWS including Outposts and it's also available on the AWS marketplace. So you've got to meet the customer where they want to be met first and foremost and so they appreciate that. And they see that as a great value in the relationship. You know, the growth of object, you know, I think is another one of those macro trends that's happening in our space. And as customers are deploying locations that are putting out petabytes of object storage requirements there's an increasing need for high-performance object. And that's where we can really compliment an Outpost implementation and deliver high performance and that kind of ubiquitous experience, that hybrid experience to allow the customer on a policy based way to maximize that on-prem performance with Outpost and Pure around that object data set. And then also manage the life cycle of that data and the economics of that data in the cloud. >> So, but Joshua, so you guys obviously you invented that, you know, the modern subscription model for infrastructure but it's different, you're actually installing hardware. So you had to sort of rethink how you did that. What have you learned and how has that model... How do you get it substantially similar as possible to the public cloud? >> Yeah, I mean, I think you called it a win-win-win earlier. And as much as we like to innovate we also like to make things feel kind of comfortable and familiar to people 'cause you think about there's both the developer who's using the APIs and the tools and also the CFO and the people in finance or procurement who are looking at the spending. So with Outposts, it actually feels very similar to the region. If you're used to purchasing our compute savings plans or what people used to call reserved instances or RIs the underlying infrastructure on the Outpost works in a very similar way. You're not going to be deploying a multi-rack Outpost and then ripping it out three weeks later so on demand doesn't really make sense there. But for all the services that are deployed on top of Outposts whether it's application load balancer or elastic cash or Elastic MapReduce, those have the same kind of on demand service model, the pricing model that they do in the region. And so very similarly, the Outpost ready program which lets you use trusted and certified third-party solutions, such as ones from Pure those are also going to feel familiar, whether you're coming from the on-prem world and you're already that technology for your storage, your network monitoring, your security or if you're using that solution from the marketplace in the AWS region, it's going to be a totally seamless deploy on the Outpost. So you're going to get something that's kind of the best of both worlds, familiar to you economically and from an installation perspective but also removing all that undifferentiated heavy lifting of having to patch and manage firmware upgrades and you asked this earlier, what customers really want is that there's this whole world of innovation, things that haven't even been invented yet. A few years ago, we hadn't invented Outposts. People want to know that as those innovations get released to the market they can take advantage of them without having to redeploy and so that's what having an AWS Outpost means. That as third parties or Amazon innovates new services can be made available without shipping a DVD or kind of spinning up an entire staff to manage that. >> Yeah, it's kind of interesting watching this equilibrium you know, take place. And I think it's going to continue to evolve. Obviously AWS has a huge impact on how people think about price, as I said upfront. And it seems like, you know, culturally, Michael, there's a fit. I mean, you guys have always sort of been into that you know, your evergreen model, for the first one that subscription sort of mindset. So it's sort of natural for you whereas, you know, maybe a a legacy company might not (chuckles) be able to lean in as hard as you guys are. Maybe some quick thoughts on that. >> Yeah, look, I love the way you framed that up and couldn't agree more. I think AWS is famous for a lot of things some of the values that they embrace and putting the customer at the center of everything they do couldn't be more shared, you know, with Pure. I think, you know, we talk about our company as one that runs two fires right, to give the customer a great experience. And so we know our way around the data center and I think the opportunity to give that customer, you know a consistent experience with AWS as they deliver Outpost to the data center is a really powerful combination. You know, I think one thing, just look at the backdrop of the pandemic, Dave, you know, every part of a company's organization is going through significant change. And I think the data center is absolutely at the center of some of those changes. And I think every one now as they look at the next generation data center they're asking themselves what are containers what does Kubernetes mean to my business? And I think the opportunity that, you know we see jointly with EKS as a partner is really to help customers achieve that goal of, you know the application deployments anywhere and the ability to drive that application, you know modernize that next generation application cycle. So I love the way you framed it up, giving us credit for being highly differentiated from our legacy competitors and we take great pride in that and really want to give a cloud-like experience to our customers. And I think what we're able to do with AWS Outpost is kind of bring that cloud-like experience that they have come to love from AWS into the data center and at the same time shine a light on what we've always done in terms of a cloud-like experience for the Pure customer. >> There's a lot of ways to skin a cat but when you've invented the cloud and you don't have a lot of legacy baggage you can kind of move faster. And I think that, you know, we're really excited about what's occurring here because take the term digital transformation I mean, before the pandemic (groaning) it's like, yeah okay, it had some meaning but you really had to squint through it and a lot of people were complacent about it. Well, we know what digital means now if you're not a digital business, you're out of business. And so it was kind of this forced march to digital I call it and as a result it really increases the need for things like automation and that cloud experience on-prem because I don't have time to be provisioning LUNs anymore. It's just what you guys call it undifferentiated heavy lifting that is really a no-no these days I just absolutely can't afford it. Let's close on what's next. I mean, we've got new form factors coming we're like super excited about when we see things like what Amazon is doing with custom Silicon we see these innovations coming out with processing power going through the roof. Everybody says Moore's law is dead but processing power is increasing faster than it ever has when you combine all these innovations of GPU's and NPUs and accelerators, it's just, it's amazing. And the costs are coming down so you're going to be able to take advantage of that. Outpost will take advantage of that, Pure will, New Designs but specifically as it relates to Outpost, you got one you, you got two you, you coming optimizing for the edge what do customers need to know about these solutions? Why should they consider this combination of Pure and AWS? Maybe Joshua you can start and Michael you can bring us home. >> Yeah, I mean, you hit a lot of the reasons that people should consider it, right. The pace of innovation is not going to slow down here at AWS or of course, with Pure. Whether you have the need for a single server, or you're somebody like dish rolling out a new cloud enabled, you know cloud native 5G network you want to work with somebody who can deploy all the way at the Telco edge right, with hardware innovation up to a local zone all the way up to a region. You don't want to be working with different providers for that and you don't know what you're going to need in three or five years and frankly, I'm not sure that we know everything yet either but we're going to continue to listen to our customers and as you mentioned, deliver things like graviton and inferential and trainium which are our innovations in custom Silicon. Those are delivering 40% price performance improvements for people who are migrating, that's really an enormous benefit. And we're bringing all of those to the Outpost as well so you don't have to choose between moving to the cloud and that being your only modernization option, you can move to the cloud and at the same time still operate on-prem, you know, at a colo facility or all the way at the edge using all of the same tooling. And you can work with best-in-breed third-party technologies like what's offered by Pure. >> Well, and Michael, I'm going to cut you off before you get a chance to close, but I'll let you close. The Portworx acquisition was really interesting to us because it brings that kind of portability, new programming model and something that Joshua said struck in my mind is when I think about the edge word to me what's going to win the edge you know, obviously the flexibility, the agility but the programmability and the customization. So many different use cases. We're not just going to take general purpose boxes and throw them over the fence and say, here you go. You know, the general purpose, that's not what's going to win the edge it's really going to take a lot more thought than that. But, so I just wanted to put that in there. Michael, bring us home, please. (laughing) >> Right on. Well, look you two, and no surprise here right, you two covered so much great ground there. From first principles you know, what does Pure look at? Like what we did being first in terms of service ready across Portworx, for EKS, for flash plate across unified fast file on object and flash ray, you know for block storage, being first with Outposts we want to be first for the one you and to you solutions. So I think customers can expect, you know that our partnership is going to continue to deliver that cloud-like experience, that cloud experience in the AWS context, that cloud-like experience in the Pure context, you know for their on-prem and hybrid workloads. And I think you hit it up so well like if you're not digital business, you're not in business. And so I think one thing that everyone learned over the last year is exactly that. The other thing they learned is they don't know what they don't know. And so they need to make bets on partners that are modern that are delivering simple solutions that solve complex problems that are automated and that are being delivered with the customer first mindset. And I think in the combination of AWS, Outposts and Pure, we're doing exactly that. >> Great point, so a lot of unknowns out there. Hey guys, congratulations on the progress you've made. It's a great partnership, two super innovative companies and really pleasure to have you in theCUBE. Thank you for coming on. >> Thanks for having us. >> Yeah, always a pleasure. Thank you so much. >> All right, thank you for watching everybody. This is Dave Vellante. We'll see you next time. (digital music)
SUMMARY :
and the cloud to their Well, thrilled to be here Dave. conversation with you I mean, I think you got it right on. Where do some of the deliver the cloud to the data center and I wonder if you could talk the bulk of them to one of your regions to ask you this question and they're able to consume it, you know that, you know, the familiar to you economically And it seems like, you know, culturally, So I love the way you framed And I think that, you and you don't know what I'm going to cut you off in the Pure context, you know and really pleasure to Thank you so much. All right, thank you
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Murli Thirumale, Pure Storage | CUBE Conversations, May 2021
(bright upbeat music) >> Hey, welcome to theCUBE's coverage of Pure Accelerate 2021. I'm Lisa Martin, please stay welcoming back one of our alumni Murli Thirumale is here, the VP & GM of the Cloud Native Business Unit at Pure Storage, Murli, welcome back. >> Lisa, it's great to be back at theCUBE, looking forward to discussion. >> Likewise, so it's been about six months or so since the Portworx acquisition by Pure Storage, give us a lay of the land, what's been going on? What are some of the successes, early wins, and some of the lessons that you've learned? >> Yeah, this is my third time being in Cloud, being a serial entrepreneur. So I've seen this movie before, and I have to say that this is really a lot of good anticipation followed by actually a lot of good stuff that has happened since, so it's been really a great ride so far. And when, let me start with the beginning, what the fundamental goal of the acquisition were, right? The couple of major goals, and then I can talk about how that integration is going. Really, I think from our viewpoint, from the Portworx viewpoint, the goal of the acquisition, from our view, was really to help turbocharge in our growth, we had really a very, very good product that was well accepted and established at customers, doing well as far as industry acceptance was concerned. And frankly, we had some great reference customers and some great installs expanding pretty well. Our issue was really how fast can we turbocharge that growth because as everybody knows, for a startup, the expensive part of an expansion is really on the go-to-market and sales side. And frankly, the timing for this was critical for us because the market had moved from the Kubernetes' market, has moved from sort of the innovator stage to the early majority stage. So from the Pure side, I think this made a lot of sense for them, because they have been looking for how they can expand their subscription models, how they can move to add more value from the array based business that there really have been a wonderful disruptor and to add more value up the stack, and that was the premise of the acquisition. One of the things that I paid a lot of attention to, as anybody does in acquisitions, is not just the strategy but really to understand if there was a culture fit between the teams, because a lot of the times acquisitions don't work because of the poor culture fit. So now let me kind of fast forward little bit and say, "Hey, what we know looking back in about six to eight months into it, how has it turning out so far?" And things have been just absolutely wonderful. Let me actually start with the culture fit, because that often is ignored and is one of the most important parts, right? The resonance in the culture between the two companies is just off the charts, right? It actually starts with what I would call a dramatic kind of customer first orientation, it's something we always had at Portworx. I always used to tell our customers with a startup you end up kind of, you buy the product, but you get the team, right? That's what happens with early stage startups, but Pure is sort of the same way, they are very focused on customer. So the customer focus is a very very useful thing that pulls us together. The second thing that's been really heartwarming to see has been really the focus on product excellence. Pure made it's dramatic entry into the market using Flash, and being the best Flash-based solution, and now they've expanded into many, many different areas. And Portworx also had a focus on product excellence, and so that has kind of moved the needle forward for both of us. And then I think the third thing is really a focus on the team winning, and not just an individual, right? And look, in these COVID times, this has been a tough year for everybody, I think it's, to some extent, even as we onboard new people, it's the culture of the team, the ability to bring new people onboard, and buy the culture, and make progress, all of that is really a function of how well the team is, 'we' is greater than 'me' type of a model, and I think that both these three values of customer first, high focus on product excellence, and the value in the team, including the resellers and the customers as part of the team, has really been the cornerstone, I think, of our success in the integration. >> That's outstanding because, like you said, this is not your first rodeo launching, coming out of stealth and launching and getting acquired, but doing so during one of the most challenging times in the last 100 years in our history while aligning cultures, I think that says a lot about the leadership on the Portworx side and the Pure side. >> I have to say, right? This is one of those amazing things, many people now that having been acquired can say this, really, most of the diligence, the transactions, all of that were done over Zoom, right? So, and then of course, everything since then is we're still in Zoom paradise. And so I think it really is a testament to the modern tools and stuff that we have that enable that. Now, let me talk a little bit about the content of what has happened, right? So strategically, I think the three areas that I think we've had huge synergy and seeing the benefits are first and foremost on the product side. A little later, I'd like to talk a little bit about some of the announcements we're making, but essentially, Pure had this outstanding core storage infrastructure product, well-known in the industry, very much Flash-oriented, part of the whole all Flash era now. And Portworx really came in with the idea of driving Kubernetes and Cloud Native workloads, which are really the majority of modern workloads. And what we found since then is that the integration of having really a more complete stack, which is really centered around what used to be an IT infrastructure of purchase, and what is in fact, for Kubernetes, a more DevOps oriented purchase. And that kind of a combination of being able to provide that combo in one package is something that we've been working very hard on in the last six months. And I'll mention some of the announcements, but we have a number of integrations with FlashArray and FlashBlade and other Pure products that we're able to highlight. So product integration for sure has been an area of some focus, but against a lot of progress. The second one is really customer synergy. I kind of described to our team when we got acquired, I said it's, for us, it's, being acquired by Pure is like strapping a rocket ship to ourselves as a small company, because we now have access to a huge customer footprint. Pure has over 8,000 customers, hugely amazingly high, almost unbelievable NPS score with customers, one of the best in the IT industry. And I think we are finding that with the deployment of containers becoming more ubiquitous, right? 80, 90% of customers in the enterprise are adopting Kubernetes and Containers. And therefore these 8,000 customers are a big huge target, they got a big target sign for both of us to be able to leverage. And so we've had a number of things that we're doing to address and use the Pure sales team to get access to them. The Pure channel of course is also part of that, Pure is 100% channel organization, which is great. So I think the synergy on the customer side with being able to have a solution that works for infrastructure and for DevOps has been a big area. In this day and age, Kubernetes is an area, for many of your listeners who are very, very familiar with Kubernetes, customers struggle, not just with day zero, but day one, day two, day three, right? It's how do you put it in production. And support, and integrating, and the use of Kubernetes and containers, putting that stack together is a big area. So support is a big area of pain for customers, and it's an area that, again, for a Portworx viewpoint, now we've expanded our footprint with a great support organization that we can bring to bear 24 by seven around the globe. Portworx is running on a lot of mission critical applications in big industries like finance and retail, and these types of things, really, support is a big area. And then the last thing I will just say is the use cases are usually synergistic, right? And we'll talk a little bit more about use cases as we go along here, but really there's legacy apps, right? In an interesting way, there's 80% of, IT spending is still on legacy apps, if you will, in that stack. However, 80% of all the new applications are being deployed on this modern app stack, right? >> Right. >> With all these open-source type of products and technologies. And most of that stack, most of the modern app stack is containerized. The 80, 85% of those applications really are where customers have chosen containers and Kubernetes as the as the mechanism to deliver those apps. And therefore Pure products like FlashBlade were very, very focused with fast recovery for these kind of modern apps, which are the stack of AI, and personalization, and all the modern digital apps. And I think those things can align well with the Portworx offering. So really around the areas of culture, customers, product synergy, support, and finally use cases, are all kind of been areas of huge progress for us. >> It also seems to me that the Portworx acquisition gives Pure a foray, a new buying center with respect to DevOps, talk to me a little bit about that as an opportunity for Pure. >> Yeah, the modern world is one where the enterprise itself has segmented into whole lot of new areas of spending and infrastructure ownership, right? And in the old days it used to be the network, storage, compute, and apps, sort of the old model of the world. And of course the app model has moved on, and then certainly there's a lot of different ways, web apps, the three tier apps, and the web apps, and so on. But the infrastructure world has morphed really into a bunch of other sub-segments, and some of it is still traditional hardware, but then even that is being cloudified, right? Because a lot of companies like Pure have taken their hardware array offerings and are offering that as a cloud-like offering where you can purchase it as a service, and in fact, Pure is offering a set of solutions called Evergreen that allow you to not even, you're just under subscription, you get your hardware refresh bundled in, very, very innovative. So you have now new buying centers coming in, in addition to the old traditional IT, there is sort of this whole, what used to be in the old ways called middleware, now has kind of morphed into this DevSecOps set of folks, right? Which is DevOps it's ITOps, and even security is a big part of that, the CISO Organization has that kind of segment. And so these buying centers often have new budgets, right? It turns out that, for example, to contrast, the Portworx budget really comes from entirely different budget, right? Our top two budget sources are usually CIO initiatives, they're not from the traditional storage budget, it comes from things like move to cloud or business transformation. And those set of folks, that set of customers, is really born in a different era, so to speak. You know, Lisa, they come, and I come from the old world, so I would say that I'm kind of more of an oldie, hopefully a Goldie, but an oldie. These folks are born in the post-DevOps, post-cloud, post-open-source world, right? They are used to brand new tools, get-ops, the way that everything's run on the cloud, it's on demand. So what we bring to Pure is really the ability to take their initiatives, which were around infrastructure, and cloudifying infrastructure to now adding two layers on top of that, right? So what Portworx adds to Pure is the access to the new automation layer of middleware. Kubernetes is nothing but really an automation of model for containers and for infrastructure now. And then the third layer is on top of us, is what I would call SaaS, the SaaSified layer, and as a service layer. And so we bring the opportunity to get those SaaS-like budgets, the DevOps budgets, and the DevOps and the SaaS kind of buyers, and together the business has very different models to it. In addition to not just a different technologies, the buying behavior is different, it's based on a consumption model, it's a subscription business. So it really is a change for new budgets, new buyers, and new financial models, which is a subscription model, which as you know, is valued much more highly by Wall Street nowadays compared to say some of the older hardware models. >> Well, Murli, when we talk about storage, we talk about data or the modern data experience. The more and more data that's being produced, the more value potentially there is for organizations, I think we saw, we learned several lessons in the last year, and one of them is that being able to glean insights from data in real-time or near real-time is, for many businesses, no longer a nice to have, it's really table stakes, it was for survival of getting through COVID, it is now in terms of identification of new business models, but it elevates the data conversation up to the C-suite, the board going, "Is our data protected? Is it secure? Can we access it?" And, "How do we deliver a modern data experience to our customers and to our internal employees?" So with that modern data experience, and maybe the elevation about conversation lengths, talk to me about some of the things that you're announcing at Accelerate with respect to Portworx. >> Yeah, so there are two sets of announcements. To be honest actually, this is a pretty exciting time for us, we're in theCUBE Cone time and the Accelerate time. And so let me kind of draw a circle around both those sets of announcements, if you will, right? So let's start perhaps with just the sets of things that we are announcing at Accelerate, right? This is kind of the first things that are coming up right now. And I'll tell you, there are some very, very exciting things that we're doing. So the majority of the announcements are centered around a release that we have called 2.8, so Portworx says, "We've been in the market now for well over five years with the product that really has been well deployed in very large global 2K enterprises." So the three or four major announcements, one of them is what I was talking about earlier, the integration of true Kubernetes applications running on Pure Storage. So we have a Cloud Native, a Native implementation of Portworx running on FlashArray and FlashBlade, where essentially when users now provision a container volume to Portworx, the storage volumes are magically created on FlashArray and FlashBlade, right? It's the idea of, without having to interface, so a DevOps engineer can deploy storage as code by provisioning volumes using Kubernetes without having to go issue a trouble ticket or a service ticket for a PureArray. And Portworx essentially access a layer between Kubernetes and the PureArray, and we allow configuration of volumes on the storage volumes of the PureArray directly. So essentially now on FlashArray, these volumes now receive the full suite of Portworx Storage Management features, including Kubernetes DR, backup, security, auto scaling, and migration. So that is a first version of this integration, right? The second one, it's, I am, is a personal favorite of mine, it's very, very exciting, right? When we came into Pure, we discovered that Pure already had this software solution called Pure as a service, it was essentially a Pure1 service that allowed for continuous call home, and log and diagnostic information, really an awesome window for customers to be able to see what their array utilization is like, complete observability, end-to-end on capacity, what's coming up, and allowed for proactive addressing of outages, or issues, or being able to kind of see it before it happen. The good news now is Portworx is integrated with Pure1, and so now customers have a unified observability stack for their Kubernetes applications using Portworx and FlashArray and FlashBlade in the Pure1 portal. So we are in the Pure1 portal now really providing end-to-end troubleshooting of issues and deployment, so very, very exciting, something that I think is a major step forward, right? >> Absolutely, well that single pane of glass is critical for management, so many companies waste a lot of time and resources managing disparate disconnected systems. And again, the last year has taught us so many businesses, there wasn't time, because there's going to be somebody right behind you that's going to be faster and more nimble, and has that single pane of glass unified view to be able to make better decisions. Last question, really, before we wrap here. >> Yeah. >> I can hear your momentum, I can feel your momentum through Zoom here. Talk to me about what's next, 'cause I know that when the acquisition happened about, we said six months or so ago, you said, "This is a small step in the Portworx journey." So what's ahead? >> Lisa, great question. I can state 10 things, but let me kind of step up a little bit at the 10,000 foot level, right? In one sense, I think no company gets to declare victory in this ongoing battle and we're just getting started. But if I had to kind of say, "What are some of the major teams that we have been part of and have been able to make happen in addition to take advantage of?" Pure obviously took advantage of the Flash wave, and they moved to all Flash, that's been a major disruptor with Pure being the lead. For Portworx, it has been really the move to containers and data management in an automated form, right? Kubernetes has become sort of not just a container orchestrator looking North, but looking southbound, is orchestrating infrastructure, we are in the throws of that revolution. But if you think about it, the other thing that's happening is all of this is in the service of, if you're a CIO, you're in the service of lines of businesses asking for a way to run their applications in a multicloud way, run their applications faster. And that is really the, as a service revolution, and it feels a little silly to almost talk about it as a service in that it's this late in the Cloud era, but the reality is that's just beginning, right? As a service revolution dramatically changed the IaaS business, the infrastructure business. But if you look at it, data services as a, data as a service is something that is what our customers are doing, so our customers are taking Pure hardware, Portworx software, and then they are building them into a platform as a service, things like databases as a service. And what we are doing, you will see some announcements from us in the second half of this year, terribly exciting, I just can't wait for it, where we're going to be actually moving forward to allow our customers to more quickly get to data services at the push of a button, so to speak, right? So- >> Excellent. >> The idea of database as a service to offer messaging as a service, search as a service, streaming as a service, and then finally some ML kind of AI as a service, these five categories of data services are what you should be expecting to see from Portworx and Pure going forward in the next half. >> Big potential there to really kick the door wide open on the total adjustable market. Well, Murli, it's been great to have you on the program, I can't wait to have you on next 'cause I know that there's so much more, like I said, I can feel your momentum through our virtual experience here. Thank you so much for joining us and giving us the lay of the land of what's been happening with the Portworx acquisition and all of the momentum and excitement that is about to come, we appreciate your time. >> Thank you, Lisa. Cheers to a great reduced COVID second half of the year. >> Oh, cheers to that. >> Yeah cheers, thanks. >> From Murli Thirumale, I'm Lisa Martin, you're watching theCUBE's coverage of Pure Accelerate. (bright upbeat music)
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Breaking Analysis: A Digital Skills Gap Signals Rebound in IT Services Spend
from the cube studios in palo alto in boston bringing you data driven insights from the cube and etr this is breaking analysis with dave vellante recent survey data from etr shows that enterprise tech spending is tracking with projected u.s gdp growth at six to seven percent this year many markers continue to point the way to a strong recovery including hiring trends and the loosening of frozen it project budgets however skills shortages are blocking progress at some companies which bodes well for an increased reliance on external i.t services moreover while there's much to talk about well there's much talk about the rotation out of work from home plays and stocks such as video conferencing vdi and other remote worker tech we see organizations still trying to figure out the ideal balance between funding headquarter investments that have been neglected and getting hybrid work right in particular the talent gap combined with a digital mandate means companies face some tough decisions as to how to fund the future while serving existing customers and transforming culturally hello everyone and welcome to this week's wikibon cube insights powered by etr in this breaking analysis we welcome back eric porter bradley of etr who will share fresh data perspectives and insights from the latest survey data eric great to see you welcome thank you very much dave always good to see you and happy to be on the show again okay we're going to share some macro data and then we're going to dig into some highlights from etr's most recent march covid survey and also the latest april data so eric the first chart that we want to show it shows cio and it buyer responses to expected i.t spend for each quarter of 2021 versus 2020. and you can see here a steady quarterly improvement eric what are the key takeaways from your perspective sure well first of all for everyone out there this particular survey had a record-setting number of uh participation we had uh 1 500 i.t decision makers participate and we had over half of the fortune 500 and over a fifth of the global 1000. so it was a really good survey this is the seventh iteration of the covet impact survey specifically and this is going to transition to an over large macro survey going forward so we could continue it and you're 100 right what we've been tracking here since uh march of last year was how is spending being impacted because of covid where is it shifting and what we're seeing now finally is that there is a real re-acceleration in spend i know we've been a little bit more cautious than some of the other peers out there that just early on slapped an eight or a nine percent number but what we're seeing is right now it's at a midpoint of over six uh about six point seven percent and that is accelerating so uh we are still hopeful that that will continue uh really that spending is going to be in the second half of the year as you can see on the left part of this chart that we're looking at uh it was about 1.7 versus 3 for q1 spending year over year so that is starting to accelerate through the back half you know i think it's prudent to be be cautious relative because normally you'd say okay tech is going to grow a couple of points higher than gdp but it's it's really so hard to predict this year okay the next chart is here that we want to show you is we ask respondents to indicate what strategies they're employing in the short term as a result of coronavirus and you can see a few things that i'll call out and then i'll ask eric to chime in first there's been no meaningful change of course no surprise in tactics like remote work and halting travel however we're seeing very positive trends in other areas trending downward like hiring freezes and freezing i.t deployments downward trend in layoffs and we also see an increase in the acceleration of new i.t deployments and in hiring eric what are your key takeaways well first of all i think it's important to point out here that uh we're also capturing that people believe remote work productivity is still increasing now the trajectory might be coming down a little bit but that is really key i think to the backdrop of what's happening here so people have a perception that productivity of remote work is better than hybrid work and that's from the i.t decision makers themselves um but what we're seeing here is that uh most importantly these organizations are citing plans to increase hiring and that's something that i think is really important to point out it's showing a real thawing and to your point in right in the beginning of the intro uh we are seeing deployments stabilize versus prior survey levels which means early on they had no plans to launch new tech deployments then they said nope we're going to start and now that's stalling and i think it's exactly right what you said is there's an i.t skills shortage so people want to continue to do i.t deployments because they have to support work from home and a hybrid back return to the office but they just don't have the skills to do so and i think that's really probably the most important takeaway from this chart um is that stalling and to really ask why it's stalling yeah so we're going to get into that for sure and and i think that's a really key point is that that that accelerating it deployments is some it looks like it's hit a wall in the survey and so but before before we get deep into the skills let's let's take a look at this next chart and we're asking people here how a return to the new normal if you will and back to offices is going to change spending with on-prem architectures and applications and so the first two bars they're cloud-friendly if you add them up at 63 percent of the respondents say that either they'll stay in the cloud for the most part or they're going to lower the on-prem spend when they go back to the office the next three bars are on-prem friendly if you add those up as 29 percent of the respondents say their on-prem spend is going to bounce back to pre-covert levels or actually increase and of course 12 percent of that number by the way say they they've never altered their on-prem spend so eric no surprise but this bodes well for cloud but but it it isn't it also a positive for on-prem this we've had this dual funding premise meaning cloud continues to grow but neglected data center spend also gets a boost what's your thoughts you know really it's interesting it's people are spending on all fronts you and i were talking in a prep it's like you know we're we're in battle and i've got naval i've got you know air i've got land uh i've got to spend on cloud and digital transformation but i also have to spend for on-prem uh the hybrid work is here and it needs to be supported so this spending is going to increase you know when you look at this chart you're going to see though that roughly 36 percent of all respondents say that their spending is going to remain mostly on cloud so this you know that is still the clear direction uh digital transformation is still happening covid accelerated it greatly um you know you and i as journalists and researchers already know this is where the puck is going uh but spend has always lagged a little bit behind because it just takes some time to get there you know inversely 27 said that their on-prem spending will decrease so when you look at those two i still think that the trend is the friend for cloud spending uh even though yes they do have to continue spending on hybrid some of it's been neglected there are refresh cycles coming up so overall it just points to more and more spending right now it really does seem to be a very strong backdrop for it growth so i want to talk a little bit about the etr taxonomy before we bring up the next chart we get a lot of questions about this and of course when you do a massive survey like you're doing you have to have consistency for time series so you have to really think through what that what the buckets look like if you will so this next chart takes a look at the etr taxonomy and it breaks it down into simple to understand terms so the green is the portion of spending on a vendor's tech within a category that is accelerating and the red is the portion that is decelerating so eric what are the key messages in this data well first of all dave thank you so much for pointing that out we used to do uh just what we call a next a net score it's a proprietary formula that we use to determine the overall velocity of spending some people found it confusing um our data scientists decided to break this sector breakdown into what you said which is really more of a mode analysis in that sector how many of the vendors are increasing versus decreasing so again i just appreciate you bringing that up and allowing us to explain the the the reasoning behind our analysis there but what we're seeing here uh goes back to something you and i did last year when we did our predictions and that was that it services and consulting was going to have a true rebound in 2021 and that's what this is showing right here so in this chart you're going to see that consulting and services are really continuing their recovery uh 2020 had a lot of declines and they have the biggest sector over year-over-year acceleration sector-wise the other thing to point out in this which we'll get to again later is that the inverse analysis is true for video conferencing uh we will get to that so i'm going to leave a little bit of ammunition behind for that one but what we're seeing here is it consulting services being the real favorable and video conferencing uh having a little bit more trouble great okay and then let's let's take a look at that services piece and this next chart really is a drill down into that space and emphasizes eric what you were just talking about and we saw this in ibm's earnings where still more than 60 percent of ibm's business comes from services and the company beat earnings you know in part due to services outperforming expectations i think it had a somewhat easier compare and some of this pen-up demand that we've been talking about bodes well for ibm and in other services companies it's not just ibm right eric no it's not but again i'm going to point out that you and i did point out ibm in our in our predictions one we did in late december so it is nice to see one of the reasons we don't have a more favorable rating on ibm at the moment is because they are in the the process of spinning out uh this large unit and so there's a little bit of you know corporate action there that keeps us off on the sideline but i would also want to point out here uh tata infosys and cognizant because they're seeing year-over-year acceleration in both it consulting and outsourced i t services so we break those down separately and those are the three names that are seeing acceleration in both of those so again a tata emphasis and cognizant are all looking pretty well positioned as well so we've been talking a little bit about this skill shortage and this is what's i think so hard for for forecasters um is that you know on the one hand there's a lot of pent up demand you know it's like scott gottlieb said it's like woodstock coming out of the covid uh but on the other hand if you have a talent gap you've got to rely on external services so there's a learning curve there's a ramp up it's an external company and so it takes time to put those together so so this data that we're going to show you next uh is is really important in my view and ties what we're saying we're saying at the top it asks respondents to comment on their staffing plans the light blue is we're increasing staff the gray is no change in the magenta or whatever whatever color that is that sort of purplish color anyway that color is is decreasing and the picture is very positive across the board full-time staff offshoring contract employees outsourced professional services all up trending upwards and this eric is more evidence of the services bounce back yeah it certainly is david and what happened is when we caught this trend we decided to go one level deeper and say all right we're seeing this but we need to know why and that's what we always try to do here data will tell you what's happening it doesn't always tell you why and that's one of the things that etr really tries to dig in with through the insights interviews panels and also going direct with these more custom survey questions uh so in this instance i think the real takeaway is that 30 of the respondents said that their outsourced and managed services are going to increase over the next three months that's really powerful that's a large portion of organizations in a very short time period so we're capturing that this acceleration is happening right now and it will be happening in real time and i don't see it slowing down you and i are speaking about we have to you know increase cloud spend we have to increase hybrid spend there are refresh cycles coming up and there's just a real skill shortage so this is a long-term setup that bodes very well for it services and consulting you know eric when i came out of college i somebody told me read read read read as much as you can and and so i would and they said read the wall street journal every day and i so i did it and i would read the tech magazines and back then it was all paper and what happens is you begin to connect the dots and so the reason i bring that up is because i've now been had taken a bath in the etr data for the better part of two years and i'm beginning to be able to connect the dots you know the data is not always predictive but many many times it is and so this next data gets into the fun stuff where we name names a lot of times people don't like it because the marketing people and organizations say well the data's wrong of course that's the first thing they do is attack the data but you and i know we've made some really great calls work from home for sure you're talking about the services bounce back uh we certainly saw the rise of crowdstrike octa zscaler well before people were talking about that same thing with video conferencing and so so anyway this is the fun stuff and it looks at positive versus negative sentiment on on companies so first how does etr derive this data and how should we interpret it and what are some of your takeaways [Music] sure first of all how we derive the data or systematic um survey responses that we do on a quarterly basis and we standardize those responses to allow for time series analysis so we can do trend analysis as well we do find that our data because it's talking about forward-looking spending intentions is really more predictive because we're talking about things that might be happening six months three months in the future not things that a lot of other competitors and research peers are looking at things that already happened uh they're looking in the past etr really likes to look into the future and our surveys are set up to do so so thank you for that question it's an enjoyable lead-in but to get to the fun stuff like you said uh what we do here is we put ratings on the data sets i do want to put the caveat out there that our spending intentions really only captures top-line revenue it is not indicative of profit margin or any other line items so this is only going to be viewed as what we are rating the data set itself not the company um you know that's not what we're in the game of doing so i think that's very important for the marketing and the vendors out there themselves when they when they take a look at this we're just talking about what we can control which is our data we're going to talk about a few of the names here on this highlighted vendors list one we're going to go back to that you and i spoke about i guess about six months ago or maybe even earlier which was the observability space um you and i were noticing that it was getting very crowded a lot of new entrants um there was a lot of acquisition from more of the legacy or standard entrance players in the space and that is continuing so i think in a minute we're going to move into that observability space but what we're seeing there is that it's becoming incredibly crowded and we're possibly seeing signs of them cannibalizing each other uh we're also going to move on a little bit into video conferencing where we're capturing some spend deceleration and then ultimately we're going to get into a little bit of a storage refresh cycle and talk about that but yeah these are the highlighted vendors for april um we usually do this once a quarter and they do change based on the data but they're not usually whipsawed around the data doesn't move that quickly yeah so you can see the some of the big names on the left-hand side some of the sas companies that have momentum obviously servicenow has been doing very very well we've talked a lot about snowflake octa crowdstrike z scalar in all very positive as well as you know several others i i guess i'd add some some things i mean i think if thinking about the next decade it's it's cloud which is not going to be like the same cloud as last decade a lot of machine learning and deep learning and ai and the cloud is extending to the edge in the data center data obviously very important data is decentralized and distributed so data architectures are changing a lot of opportunities to connect across clouds and actually create abstraction layers and then something that we've been covering a lot is processor performance is actually accelerating relative to moore's law it's probably instead of doubling every two years it's quadrupling every two years and so that is a huge factor especially as it relates to powering ai and ai inferencing at the edge this is a whole new territory custom silicon is is really becoming in vogue uh and so we're something that we're watching very very closely yeah i completely completely agree on that and i do think that the the next version of cloud will be very different another thing to point out on that too is you can't do anything that you're talking about without collecting the data and and organizations are extremely serious about that now it seems it doesn't matter what industry they're in every company is a data company and that also bodes well for the storage call we do believe that there is going to just be a huge increase in the need for storage um and yes hopefully that'll become portable across multi-cloud and hybrid as well now as eric said the the etr data's it's it's really focused on that top line spend so if you look at the uh on on the right side of that chart you saw you know netapp was kind of negative was very negative right but there's a company that's in in transformation now they've lowered expectations and they've recently beat expectations that's why the stock has been doing better but but at the macro from a spending standpoint it's still challenged so you have big footprint companies like netapp and oracle is another one oracle's stock is at an all-time high but the spending relative to sort of previous cycles or relative to you know like for instance snowflake much much smaller not as high growth but they're managing expectations they're managing their transition they're managing profitability zoom is another one zoom looking looking negative but you know zoom's got to use its market cap now to to transform and increase its tam uh and then splunk is another one we're going to talk about splunk is in transition it acquired signal fx it just brought on this week teresa carlson who was the head of aws public sector she's the president and head of sales so they've got a go to market challenge and they brought in teresa carlson to really solve that but but splunk has been trending downward we called that you know several quarters ago eric and so i want to bring up the data on splunk and this is splunk eric in analytics and it's not trending in the right direction the green is accelerating span the red is and the bars is decelerating spend the top blue line is spending velocity or net score and the yellow line is market share or pervasiveness in the data set your thoughts yeah first i want to go back is a great point dave about our data versus a disconnect from an equity analysis perspective i used to be an equity analyst that is not what we do here and you you may the main word you said is expectations right stocks will trade on how they do compared to the expectations that are set uh whether that's buy side expectations sell side expectations or management's guidance themselves we have no business in tracking any of that what we are talking about is top line acceleration or deceleration so uh that was a great point to make and i do think it's an important one for all of our listeners out there now uh to move to splunk yes i've been capturing a lot of negative commentary on splunk even before the data turned so this has been about a year-long uh you know our analysis and review on this name and i'm dating myself here but i know you and i are both rock and roll fans so i'm gonna point out a led zeppelin song and movie and say that the song remains the same for splunk we are just seeing uh you know recent spending intentions are taking yet another step down both from prior survey levels from year ago levels uh this we're looking at in the analytics sector and spending intentions are decelerating across every single customer group if we went to one of our other slide analysis um on the etr plus platform and you do by customer sub sample in analytics it's dropping in every single vertical it doesn't matter which one uh it's really not looking good unfortunately and you had mentioned this as an analytics and i do believe the next slide is an information security yeah let's bring that up and it's unfortunately it's not doing much better so this is specifically fortune 500 accounts and information security uh you know there's deep pockets in the fortune 500 but from what we're hearing in all the insights and interviews and panels that i personally moderate for etr people are upset they didn't like the the strong tactics that splunk has used on them in the past they didn't like the ingestion model pricing the inflexibility and when alternatives came along people are willing to look at the alternatives and that's what we're seeing in both analytics and big data and also for their sim in security yeah so i think again i i point to teresa carlson she's got a big job but she's very capable she's gonna she's gonna meet with a lot of customers she's a go to market pro she's gonna have to listen hard and i think you're gonna you're gonna see some changes there um okay so there's more sorry there's more bad news on splunk so bring this up is is is net score for splunk in elastic accounts uh this is for analytics so there's 106 elastic accounts that uh in the data set that also have splunk and it's trending downward for splunk that's why it's green for elastic and eric the important call out from etr here is how splunk's performance in elastic accounts compares with its performance overall the elk stack which obviously elastic is a big part of that is causing pain for splunk as is data dog and you mentioned the pricing issue uh is it is it just well is it pricing in your assessment or is it more fundamental you know it's multi-level based on the commentary we get from our itdms that take the survey so yes you did a great job with this analysis what we're looking at is uh the spending within shared accounts so if i have splunk already how am i spending i'm sorry if i have elastic already how is my spending on splunk and what you're seeing here is it's down to about a 12 net score whereas splunk overall has a 32 net score among all of its customers so what you're seeing there is there is definitely a drain that's happening where elastic is draining spend from splunk and usage from them uh the reason we used elastic here is because all observabilities the whole sector seems to be decelerating splunk is decelerating the most but elastic is the only one that's actually showing resiliency so that's why we decided to choose these two but you pointed out yes it's also datadog datadog is cloud native uh they're more devops oriented they tend to be viewed as having technological lead as compared to splunk so that's a really good point a dynatrace also is expanding their abilities and splunk has been making a lot of acquisitions to push their cloud services they are also changing their pricing model right they're they're trying to make things a little bit more flexible moving off ingestion um and moving towards uh you know consumption so they are trying and the new hires you know i'm not gonna bet against them because the one thing that splunk has going for them is their market share in our survey they're still very well entrenched so they do have a lot of accounts they have their foothold so if they can find a way to make these changes then they you know will be able to change themselves but the one thing i got to say across the whole sector is competition is increasing and it does appear based on commentary and data that they're starting to cannibalize themselves it really seems pretty hard to get away from that and you know there are startups in the observability space too that are going to be you know even more disruptive i think i think i want to key on the pricing for a moment and i've been pretty vocal about this i think the the old sas pricing model where essentially you essentially lock in for a year or two years or three years pay up front or maybe pay quarterly if you're lucky that's a one-way street and i think it's it's a flawed model i like what snowflake's doing i like what datadog's doing look at what stripe is doing look what twilio is doing these are cons you mentioned it because it's consumption based pricing and if you've got a great product put it out there and you know damn the torpedoes and i think that is a game changer i i look at for instance hpe with green lake i look at dell with apex they're trying to mimic that model you know they're there and apply it to to infrastructure it's much harder with infrastructure because you got to deploy physical infrastructure but but that is a model that i think is going to change and i think all of the traditional sas pricing is going to is going to come under disruption over the next you know better part of the decades but anyway uh let's move on we've we've been covering the the apm space uh pretty extensively application performance management and this chart lines up some of the big players here comparing net score or spending momentum from the april 20th survey the gray is is um is sorry the the the gray is the april 20th survey the blue is jan 21 and the yellow is april 21. and not only are elastic and data dog doing well relative to splunk eric but everything is down from last year so this space as you point out is undergoing a transformation yeah the pressures are real and it's you know it's sort of that perfect storm where it's not only the data that's telling us that but also the direct feedback we get from the community uh pretty much all the interviews i do i've done a few panels specifically on this topic for anyone who wants to you know dive a little bit deeper we've had some experts talk about this space and there really is no denying that there is a deceleration in spend and it's happening because that spend is getting spread out among different vendors people are using you know a data dog for certain aspects they're using elastic where they can because it's cheaper they're using splunk because they have to but because it's so expensive they're cutting some of the things that they're putting into splunk which is dangerous particularly on the security side if i have to decide what to put in and whatnot that's not really the right way to have security hygiene um so you know this space is just getting crowded there's disruptive vendors coming from the emerging space as well and what you're seeing here is the only bit of positivity is elastic on a survey over survey basis with a slight slight uptick everywhere else year over year and survey over survey it's showing declines it's just hard to ignore and then you've got dynatrace who based on the the interviews you do in the venn you're you know one on one or one on five you know the private interviews that i've been invited to dynatrace gets very high scores uh for their road map you've got new relic which has been struggling you know financially but they've got a purpose built they've got a really good product and a purpose-built database just for this apm space and then of course you've got cisco with appd which is a strong business for them and then as you mentioned you've got startups coming in you've got chaos search which ed walsh is now running you know leave the data in place in aws and really interesting model honeycomb it's going to be really disruptive jeremy burton's company observed so this space is it's becoming jump ball yeah there's a great line that came out of one of them and that was that the lines are blurring it used to be that you knew exactly that app dynamics what they were doing it was apm only or it was logging and monitoring only and a lot of what i'm hearing from the itdm experts is that the lines are blurring amongst all of these names they all have functionality that kind of crosses over each other and the other interesting thing is it used to be application versus infrastructure monitoring but as you know infrastructure is becoming code more and more and more and as infrastructure becomes code there's really no difference between application and infrastructure monitoring so we're seeing a convergence and a blurring of the lines in this space which really doesn't bode well and a great point about new relic their tech gets good remarks uh i just don't know if their enterprise level service and sales is up to snuff right now um as one of my experts said a cto of a very large public online hospitality company essentially said that he would be shocked that within 18 months if all of these players are still uh standalone that there needs to be some m a or convergence in this space okay now we're going to call out some of the data that that really has jumped out to etr in the latest survey and some of the names that are getting the most queries from etr clients which are many of which are investor clients so let's start by having a look at one of the most important and prominent work from home names zoom uh let's let's look at this eric is the ride over for zoom oh i've been saying it for a little bit of a time now actually i do believe it is um i will get into it but again pointing out great dave uh the reason we're presenting today splunk elastic and zoom are they are the most viewed on the etr plus platform uh trailing behind that only slightly is f5 i decided not to bring f5 to the table today because we don't have a rating on the data set um so then i went one deep one below that and it's pure so the reason we're presenting these to you today is that these are the ones that our clients and our community are most interested in which is hopefully going to gain interest to your viewers as well so to get to zoom um yeah i call zoom the pandec pandemic bull market baby uh this was really just one that had a meteoric ride you look back january in 2020 the stock was at 60 and 10 months later it was like like 580. that's in 10 months um that's cooled down a little bit uh into the mid 300s and i believe that cooling down should continue and the reason why is because we are seeing a huge deceleration in our spending intentions uh they're hitting all-time lows it's really just a very ugly data set um more importantly than the spending intentions for the first time we're seeing customer growth in our survey flattened in the past we could we knew that the the deceleration and spend was happening but meanwhile their new customer growth was accelerating so it was kind of hard to really make any call based on that this is the first time we're seeing flattening customer growth trajectory and that uh in tandem with just dominance from microsoft in every sector they're involved in i don't care if it's ip telephony productivity apps or the core video conferencing microsoft is just dominating so there's really just no way to ignore this anymore the data and the commentary state that zoom is facing some headwinds well plus you've pointed out to me that a lot of your private conversations with buyers says that hey we're we're using the freebie version of zoom you know we're not paying them and so in that combined with teams i mean it's it's uh it's i think you know look zoom has to figure it out they they've got to they've got to figure out how to use their elevated market cap to transform and expand their tan um but let's let's move on here's the data on pure storage and we've highlighted a number of times this company is showing elevated spending intentions um pure announces earnings in in may ibm uh just announced storage what uh it was way down actually so sort of still pure more positive but i'll comment on a moment but what does this data tell you eric yeah you know right now we started seeing this data last survey in january and that was the first time we really went positive on the data set itself and it's just really uh continuing so we're seeing the strongest year-over-year acceleration in the entire survey um which is a really good spot to be pure is also a leading position in among its sector peers and the other thing that was pretty interesting from the data set is among all storage players pure has the highest positive public cloud correlation so what we can do is we can see which respondents are accelerating their public cloud spend and then cross-reference that with their storage spend and pure is best positioned so as you and i both know uh you know digital transformation cloud spending is increasing you need to be aligned with that and among all storage uh sector peers uh pure is best positioned in all of those in spending intentions and uh adoptions and also public cloud correlation so yet again just another really strong data set and i have an anecdote about why this might be happening because when i saw the date i started asking in my interviews what's going on here and there was one particular person he was a director of cloud operations for a very large public tech company now they have hybrid um but their data center is in colo so they don't own and build their own physical building he pointed out that doran kovid his company wanted to increase storage but he couldn't get into his colo center due to covert restrictions they weren't allowed you had so 250 000 square feet right but you're only allowed to have six people in there so it's pretty hard to get to your rack and get work done he said he would buy storage but then the cola would say hey you got to get it out of here it's not even allowed to sit here we don't want it in our facility so he has all this pent up demand in tandem with pent up demand we have a refresh cycle the ssd you know depreciation uh you know cycle is ending uh you know ssds are moving on and we're starting to see uh new technology in that space nvme sorry for technology increasing in that space so we have pent up demand and we have new technology and that's really leading to a refresh cycle and this particular itdm that i spoke to and many of his peers think this has a long tailwind that uh storage could be a good sector for some time to come that's really interesting thank you for that that extra metadata and i want to do a little deeper dive on on storage so here's a look at storage in the the industry in context and some of the competitive i mean it's been a tough market for the reasons that we've highlighted cloud has been eating away that flash headroom it used to be you'd buy storage to get you know more spindles and more performance and you were sort of forced to buy more flash gave more headroom but it's interesting what you're saying about the depreciation cycle so that's good news so etr combines just for people's benefit here combines primary and secondary storage into a single category so you have companies like pure and netapp which are really pure play you know primary storage companies largely in the sector along with veeam cohesity and rubric which are kind of secondary data or data protection so my my quick thoughts here are that pure is elevated and remains what i call the one-eyed man in the land of the blind but that's positive tailwinds there so that's good news rubric is very elevated but down it's a big it's big competitor cohesity is way off its highs and i have to say to me veeam is like the steady eddy consistent player here they just really continue to do well in the data protection business and and the highs are steady the lows are steady dell is also notable they've been struggling in storage their isg business which comprises service and storage it's been soft during covid and and during even you know this new product rollout so it's notable with this new mid-range they have in particular the uptick in dell this survey because dell so large a small uptick can be very good for dell hpe has a big announcement next month in storage so that might improve based on a product cycle of course the nimble brand continues to do well ibm as i said just announced a very soft quarter you know down double digits again uh and there in a product cycle shift and netapp is that looks bad in the etr data from a spending momentum standpoint but their management team is transforming the company into a cloud play which eric is why it was interesting that pure has the greatest momentum in in cloud accounts so that is sort of striking to me i would have thought it would be netapp so that's something that we want to pay attention to but i do like a lot of what netapp is doing uh and other than pure they're the only big kind of pure play in primary storage so long winded uh uh intro there eric but anything you'd add no actually i appreciate it was long winded i i'm going to be honest with you storage is not my uh my best sector as far as a researcher and analyst goes uh but i actually think a lot of what you said is spot on um you know we do capture a lot of large organizations spend uh we don't capture much mid and small so i think when you're talking about these large large players like netapp and um you know not looking so good all i would state is that we are capturing really big organizations spending attention so these are names that should be doing better to be quite honest uh in those accounts and you know at least according to our data we're not seeing it and it's long-term depression as you can see uh you know netapp now has a negative spending velocity in this analysis so you know i can go dig around a little bit more but right now the names that i'm hearing are pure cohesity uh um i'm hearing a little bit about hitachi trying to reinvent themselves in the space but you know i'll take a wait-and-see approach on that one but uh pure and cohesity are the ones i'm hearing a lot from our community so storage is transforming to cloud as a service you're seeing things like apex and in green lake from dell and hpe and container storage little so not really a lot of people paying attention to it but pure about a company called portworx which really specializes in container storage and there's many startups there they're trying to really change the way david flynn has a startup in that space he's the guy who started fusion i o so a lot a lot of transformations happening here okay i know it's been a long segment we have to summarize and then let me go through a summary and then i'll give you the last word eric so tech spending appears to be tracking us gdp at six to seven percent this talent shortage could be a blocker to accelerating i.t deployments and that's kind of good news actually for for services companies digital transformation you know it's it remains a priority and that bodes well not only for services but automation uipath went public this week we we profiled that you know extensively that went public last wednesday um organizations they've i said at the top face some tough decisions on how to allocate resources you know running the business growing the business transforming the business and we're seeing a bifurcation of spending and some residual effects on vendors and that remains a theme that we're watching eric your final thoughts yeah i'm going to go back quickly to just the overall macro spending because there's one thing i think is interesting to point out and we're seeing a real acceleration among mid and small so it seems like early on in the covid recovery or kovitz spending it was the deep pockets that moved first right fortune 500 knew they had to support remote work they started spending first round that in the fortune 500 we're only seeing about five percent spent but when you get into mid and small organizations that's creeping up to eight nine so i just think it's important to point out that they're playing catch-up right now uh also would point out that this is heavily skewed to north america spending we're seeing laggards in emea they just don't seem to be spending as much they're in a very different place in their recovery and uh you know i do think that it's important to point that out um lastly i also want to mention i know you do such a great job on following a lot of the disruptive vendors that you just pointed out pure doing container storage we also have another bi-annual survey that we do called emerging technology and that's for the private names that's going to be launching in may for everyone out there who's interested in not only the disruptive vendors but also private equity players uh keep an eye out for that we do that twice a year and that's growing in its respondents as well and then lastly one comment because you mentioned the uipath ipo it was really hard for us to sit on the sidelines and not put some sort of rating on their data set but ultimately um the data was muted unfortunately and when you're seeing this kind of hype into an ipo like we saw with snowflake the data was resoundingly strong we had no choice but to listen to what the data said for snowflake despite the hype um we didn't see that for uipath and we wanted to and i'm not making a large call there but i do think it's interesting to juxtapose the two that when snowflake was heading to its ipo the data was resoundingly positive and for uipath we just didn't see that thank you for that and eric thanks for coming on today it's really a pleasure to have you and uh so really appreciate the the uh collaboration and look forward to doing more of these we enjoy the partnership greatly dave we're very very happy to have you in the etr family and looking forward to doing a lot lot more with you in the future ditto okay that's it for today remember these episodes are all available as podcasts wherever you listen all you got to do is search breaking analysis podcast and please subscribe to the series check out etr's website it's etr dot plus we also publish a full report every week on wikibon.com at siliconangle.com you can email me david.velante at siliconangle.com you can dm me on twitter at dvalante or comment on our linkedin post i could see you in clubhouse this is dave vellante for eric porter bradley for the cube insights powered by etr have a great week stay safe be well and we'll see you next time
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Breaking Analysis: Tech Spend Momentum but Mixed Rotation to the ‘Norm’
>> From theCUBE studios in Palo Alto and Boston, Bringing you data-driven insights from theCUBE and ETR. This is "Breaking Analysis" with Dave Vellante. >> Recent survey data from ETR shows that enterprise tech spending is tracking with projected US GDP growth at six to 7% this year. Many markers continue to point the way to a strong recovery, including hiring trends and the loosening of frozen IT Project budgets. However skills shortages are blocking progress at some companies which bodes well for an increased reliance on external IT services. Moreover, while there's much talk about the rotation out of work from home plays and stocks such as video conferencing, VDI, and other remote worker tech, we see organizations still trying to figure out the ideal balance between funding headquarter investments that have been neglected and getting hybrid work right. In particular, the talent gap combined with a digital mandate, means companies face some tough decisions as to how to fund the future while serving existing customers and transforming culturally. Hello everyone, and welcome to this week's Wikibon CUBE's Insights powered by ETR. In this "Breaking Analysis", we welcome back Erik Porter Bradley of ETR who will share fresh data, perspectives and insights from the latest survey data. Erik, great to see you. Welcome. >> Thank you very much, Dave. Always good to see you and happy to be on the show again. >> Okay, we're going to share some macro data and then we're going to dig into some highlights from ETR's most recent March COVID survey and also the latest April data. So Erik, the first chart that we want to show, it shows CIO and IT buyer responses to expected IT spend for each quarter of 2021 versus 2020, and you can see here a steady quarterly improvement. Erik, what are the key takeaways, from your perspective? >> Sure, well, first of all, for everyone out there, this particular survey had a record-setting number of participation. We had a 1,500 IT decision makers participate and we had over half of the Fortune 500 and over a fifth of the Global 1000. So it was a really good survey. This is seventh iteration of the COVID Impact Survey specifically, and this is going to transition to an overlarge macro survey going forward so we can continue it. And you're 100% right, what we've been tracking here since March of last year was, how is spending being impacted because of COVID? Where is it shifting? And what we're seeing now finally is that there is a real re-acceleration in spend. I know we've been a little bit more cautious than some of the other peers out there that just early on slapped an eight or a 9% number, but what we're seeing is right now, it's at a midpoint of over six, about 6.7% and that is accelerating. So, we are still hopeful that that will continue, and really, that spending is going to be in the second half of the year. As you can see on the left part of this chart that we're looking at, it was about 1.7% versus 3% for Q1 spending year-over-year. So that is starting to accelerate through the back half. >> I think it's prudent to be cautious (indistinct) 'cause normally you'd say, okay, tech is going to grow a couple of points higher than GDP, but it's really so hard to predict this year. Okay, the next chart here that we want to show you is we asked respondents to indicate what strategies they're employing in the short term as a result of coronavirus and you can see a few things that I'll call out and then I'll ask Erik to chime in. First, there's been no meaningful change of course, no surprise in tactics like remote work and holding travel, however, we're seeing very positive trends in other areas trending downward, like hiring freezes and freezing IT deployments, a downward trend in layoffs, and we also see an increase in the acceleration of new IT deployments and in hiring. Erik, what are your key takeaways? >> Well, first of all, I think it's important to point out here that we're also capturing that people believe remote work productivity is still increasing. Now, the trajectory might be coming down a little bit, but that is really key, I think, to the backdrop of what's happening here. So people have a perception that productivity of remote work is better than hybrid work and that's from the IT decision makers themselves, but what we're seeing here is that, most importantly, these organizations are citing plans to increase hiring, and that's something that I think is really important to point out. It's showing a real following, and to your point right in the beginning of the intro, we are seeing deployments stabilize versus prior survey levels, which means early on, they had no plans to launch new tech deployments, then they said, "Nope, we're going to start." and now that stalling, and I think it's exactly right, what you said, is there's an IT skills shortage. So people want to continue to do IT deployments 'cause they have to support work from home and a hybrid back return to the office, but they just don't have the skills to do so, and I think that's really probably the most important takeaway from this chart, is that stalling and to really ask why it's stalling. >> Yeah, so we're going to get into that for sure, and I think that's a really key point, is that accelerating IT deployments, it looks like it's hit a wall in the survey, but before we get deep into the skills, let's take a look at this next chart, and we're asking people here how our return to the new normal, if you will, and back to offices is going to change spending with on-prem architectures and applications. And so the first two bars, they're Cloud-friendly, if you add them up, it's 63% of the respondents, say that either they'll stay in the Cloud for the most part, or they're going to lower their on-prem spend when they go back to the office. The next three bars are on-prem friendly. If you add those up it's 29% of the respondents say their on-prem spend is going to bounce back to pre-COVID levels or actually increase, and of course, 12% of that number, by the way, say they've never altered their on-prem spend. So Erik, no surprise, but this bodes well for Cloud, but isn't it also a positive for on-prem? We've had this dual funding premise, meaning Cloud continues to grow, but neglected data center spend also gets a boost. What's your thoughts? >> Really, it's interesting. It's people are spending on all fronts. You and I were talking in the prep, it's like we're in battle and I've got naval, I've got air, I've got land, I've got to spend on Cloud and digital transformation, but I also have to spend for on-prem. The hybrid work is here and it needs to be supported. So this is spending is going to increase. When you look at this chart, you're going to see though, that roughly 36% of all respondents say that their spending is going to remain mostly on Cloud. So that is still the clear direction, digital transformation is still happening, COVID accelerated it greatly, you and I, as journalists and researchers already know this is where the puck is going, but spend has always lagged a little bit behind 'cause it just takes some time to get there. Inversely, 27% said that their on-prem spending will decrease. So when you look at those two, I still think that the trend is the friend for Cloud spending, even though, yes, they do have to continue spending on hybrid, some of it's been neglected, there are refresh cycles coming up, so, overall it just points to more and more spending right now. It really does seem to be a very strong backdrop for IT growth. >> So I want to talk a little bit about the ETR taxonomy before we bring up the next chart. We get a lot of questions about this, and of course, when you do a massive survey like you're doing, you have to have consistency for time series, so you have to really think through what the buckets look like, if you will. So this next chart takes a look at the ETR taxonomy and it breaks it down into simple-to-understand terms. So the green is the portion of spending on a vendor's tech within a category that is accelerating, and the red is the portion that is decelerating. So Erik, what are the key messages in this data? >> Well, first of all, Dave, thank you so much for pointing that out. We used to do, just what we call a Net score. It's a proprietary formula that we use to determine the overall velocity of spending. Some people found it confusing. Our data scientists decided to break this sector, break down into what you said, which is really more of a mode analysis. In that sector, how many of the vendors are increasing versus decreasing? So again, I just appreciate you bringing that up and allowing us to explain the reasoning behind our analysis there. But what we're seeing here goes back to something you and I did last year when we did our predictions, and that was that IT services and consulting was going to have a true rebound in 2021, and that's what this is showing right here. So in this chart, you're going to see that consulting and services are really continuing their recovery, 2020 had a lot of the clients and they have the biggest sector year-over-year acceleration sector wise. The other thing to point out on this, which we'll get to again later, is that the inverse analysis is true for video conferencing. We will get to that, so I'm going to leave a little bit of ammunition behind for that one, but what we're seeing here is IT consulting services being the real favorable and video conferencing having a little bit more trouble. >> Great, okay, and then let's take a look at that services piece, and this next chart really is a drill down into that space and emphasizes, Erik, what you were just talking about. And we saw this in IBM's earnings, where still more than 60% of IBM's business comes from services and the company beat earnings, in part, due to services outperforming expectations, I think it had a somewhat easier compare and some of this pent-up demand that we've been talking about bodes well for IBM and other services companies, it's not just IBM, right, Erik? >> No, it's not, but again, I'm going to point out that you and I did point out IBM in our predictions when we did in late December, so, it is nice to see. One of the reasons we don't have a more favorable rating on IBM at the moment is because they are in the process of spinning out this large unit, and so there's a little bit of a corporate action there that keeps us off on the sideline. But I would also want to point out here, Tata, Infosys and Cognizant 'cause they're seeing year-over-year acceleration in both IT consulting and outsourced IT services. So we break those down separately and those are the three names that are seeing acceleration in both of those. So again, at the Tata, Infosys and Cognizant are all looking pretty well positioned as well. >> So we've been talking a little bit about this skills shortage, and this is what's, I think, so hard for forecasters, is that in the one hand, There's a lot of pent up demand, Scott Gottlieb said it's like Woodstock coming out of the COVID, but on the other hand, if you have a talent gap, you've got to rely on external services. So there's a learning curve, there's a ramp up, it's an external company, and so it takes time to put those together. So this data that we're going to show you next, is really important in my view and ties what we were saying at the top. It asks respondents to comment on their staffing plans. The light blue is "We're increasing staff", the gray is "No change" and the magenta or whatever, whatever color that is that sort of purplish color, anyway, that color is decreasing, and the picture is very positive across the board. Full-time staff, offshoring, contract employees, outsourced professional services, all up trending upwards, and this Erik is more evidence of the services bounce back. >> Yeah, it's certainly, yes, David, and what happened is when we caught this trend, we decided to go one level deeper and say, all right, we're seeing this, but we need to know why, and that's what we always try to do here. Data will tell you what's happening, it doesn't always tell you why, and that's one of the things that ETR really tries to dig in with through the insights, interviews panels, and also going direct with these more custom survey questions. So in this instance, I think the real takeaway is that 30% of the respondents said that their outsourced and managed services are going to increase over the next three months. That's really powerful, that's a large portion of organizations in a very short time period. So we're capturing that this acceleration is happening right now and it will be happening in real time, and I don't see it slowing down. You and I are speaking about we have to increase Cloud spend, we have to increase hybrid spend, there are refresh cycles coming up, and there's just a real skills shortage. So this is a long-term setup that bodes very well for IT services and consulting. >> You know, Erik, when I came out of college, somebody told me, "Read, read, read, read as much as you can." And then they said, "Read the Wall Street Journal every day." and so I did it, and I would read the tech magazines and back then it was all paper, and what happens is you begin to connect the dots. And so the reason I bring that up is because I've now taken a bath in the ETR data for the better part of two years and I'm beginning to be able to connect the dots. The data is not always predictive, but many, many times it is. And so this next data gets into the fun stuff where we name names. A lot of times people don't like it because they're either marketing people at organizations, say, "Well, data's wrong." because that's the first thing they do, is attack the data. But you and I know, we've made some really great calls, work from home, for sure, you're talking about the services bounce back. We certainly saw the rise of CrowdStrike, Okta, Zscaler, well before people were talking about that, same thing with video conferencing. And so, anyway, this is the fun stuff and it looks at positive versus negative sentiment on companies. So first, how does ETR derive this data and how should we interpret it, and what are some of your takeaways? >> Sure, first of all, how we derive the data, are systematic survey responses that we do on a quarterly basis, and we standardize those responses to allow for time series analysis so we can do trend analysis as well. We do find that our data, because it's talking about forward-looking spending intentions, is really more predictive because we're talking about things that might be happening six months, three months in the future, not things that a lot of other competitors and research peers are looking at things that already happened, they're looking in the past, ETR really likes to look into the future and our surveys are set up to do so. So thank you for that question, It's a enjoyable lead in, but to get to the fun stuff, like you said, what we do here is we put ratings on the datasets. I do want to put the caveat out there that our spending intentions really only captures top-line revenue. It is not indicative of profit margin or any other line items, so this is only to be viewed as what we are rating the data set itself, not the company, that's not what we're in the game of doing. So I think that's very important for the marketing and the vendors out there themselves when they take a look at this. We're just talking about what we can control, which is our data. We're going to talk about a few of the names here on this highlighted vendors list. One, we're going to go back to that you and I spoke about, I guess, about six months ago, or maybe even earlier, which was the observability space. You and I were noticing that it was getting very crowded, a lot of new entrants, there was a lot of acquisition from more of the legacy or standard players in the space, and that is continuing. So I think in a minute, we're going to move into that observability space, but what we're seeing there is that it's becoming incredibly crowded and we're possibly seeing signs of them cannibalizing each other. We're also going to move on a little bit into video conferencing, where we're capturing some spend deceleration, and then ultimately, we're going to get into a little bit of a storage refresh cycle and talk about that. But yeah, these are the highlighted vendors for April, we usually do this once a quarter and they do change based on the data, but they're not usually whipsawed around, the data doesn't move that quickly. >> Yeah, so you can see some of the big names in the left-hand side, some of the SAS companies that have momentum. Obviously, ServiceNow has been doing very, very well. We've talked a lot about Snowflake, Okta, CrowdStrike, Zscaler, all very positive, as well as several others. I guess I'd add some things. I mean, I think if thinking about the next decade, it's Cloud, which is not going to be like the same Cloud as the last decade, a lot of machine learning and deep learning and AI and the Cloud is extending to the edge and the data center. Data, obviously, very important, data is decentralized and distributed, so data architectures are changing. A lot of opportunities to connect across Clouds and actually create abstraction layers, and then something that we've been covering a lot is processor performance is actually accelerating relative to Moore's law. It's probably instead of doubling every two years, it's quadrupling every two years, and so that is a huge factor, especially as it relates to powering AI and AI inferencing at the edge. This is a whole new territory, custom Silicon is really becoming in vogue and so something that we're watching very, very closely. >> Yeah, I completely, agree on that and I do think that the next version of Cloud will be very different. Another thing to point out on that too, is you can't do anything that you're talking about without collecting the data and organizations are extremely serious about that now. It seems it doesn't matter what industry they're in, every company is a data company, and that also bodes well for the storage goal. We do believe that there is going to just be a huge increase in the need for storage, and yes, hopefully that'll become portable across multi-Cloud and hybrid as well. >> Now, as Erik said, the ETR data, it's really focused on that top-line spend. So if you look on the right side of that chart, you saw NetApp was kind of negative, was very negative, right? But it is a company that's in transformation now, they've lowered expectations and they've recently beat expectations, that's why the stock has been doing better, but at the macro, from a spending standpoint, it's still stout challenged. So you have big footprint companies like NetApp and Oracle is another one. Oracle's stock is at an all time high, but the spending relative to sort of previous cycles are relative to, like for instance, Snowflake, much, much smaller, not as high growth, but they're managing expectations, they're managing their transition, they're managing profitability. Zoom is another one, Zoom looking negative, but Zoom's got to use its market cap now to transform and increase its TAM. And then Splunk is another one we're going to talk about. Splunk is in transition, it acquired SignalFX, It just brought on this week, Teresa Carlson, who was the head of AWS Public Sector. She's the president and head of sales, so they've got a go-to-market challenge and they brought in Teresa Carlson to really solve that, but Splunk has been trending downward, we called that several quarters ago, Erik, and so I want to bring up the data on Splunk, and this is Splunk, Erik, in analytics, and it's not trending in the right direction. The green is accelerating spend, the red is in the bars is decelerating spend, the top blue line is spending velocity or Net score, and the yellow line is market share or pervasiveness in the dataset. Your thoughts. >> Yeah, first I want to go back. There's a great point, Dave, about our data versus a disconnect from an equity analysis perspective. I used to be an equity analyst, that is not what we do here. And the main word you said is expectations, right? Stocks will trade on how they do compare to the expectations that are set, whether that's buy-side expectations, sell-side expectations or management's guidance themselves. We have no business in tracking any of that, what we are talking about is the top-line acceleration or deceleration. So, that was a great point to make, and I do think it's an important one for all of our listeners out there. Now, to move to Splunk, yes, I've been capturing a lot of negative commentary on Splunk even before the data turns. So this has been a about a year-long, our analysis and review on this name and I'm dating myself here, but I know you and I are both rock and roll fans, so I'm going to point out a Led Zeppelin song and movie, and say that the song remains the same for Splunk. We are just seeing recent spending attentions are taking yet another step down, both from prior survey levels, from year ago levels. This, we're looking at in the analytics sector and spending intentions are decelerating across every single group, and we went to one of our other slide analysis on the ETR+ platform, and you do by customer sub-sample, in analytics, it's dropping in every single vertical. It doesn't matter which one. it's really not looking good, unfortunately, and you had mentioned this is an analytics and I do believe the next slide is an information security. >> Yeah, let's bring that up. >> And unfortunately it's not doing much better. So this is specifically Fortune 500 accounts and information security. There's deep pockets in the Fortune 500, but from what we're hearing in all the insights and interviews and panels that I personally moderate for ETR, people are upset, that they didn't like the strong tactics that Splunk has used on them in the past, they didn't like the ingestion model pricing, the inflexibility, and when alternatives came along, people are willing to look at the alternatives, and that's what we're seeing in both analytics and big data and also for their SIM and security. >> Yeah, so I think again, I pointed Teresa Carlson. She's got a big job, but she's very capable. She's going to meet with a lot of customers, she's a go-to-market pro, she's going to to have to listen hard, and I think you're going to see some changes there. Okay, so sorry, there's more bad news on Splunk. So (indistinct) bring this up is Net score for Splunk and Elastic accounts. This is for analytics, so there's 106 Elastic accounts in the dataset that also have Splunk and it's trending downward for Splunk, that's why it's green for Elastic. And Erik, the important call out from ETR here is how Splunk's performance in Elastic accounts compares with its performance overall. The ELK stack, which obviously Elastic is a big part of that, is causing pain for Splunk, as is Datadog, and you mentioned the pricing issue, well, is it pricing in your assessment or is it more fundamental? >> It's multi-level based on the commentary we get from our ITDMs teams that take the survey. So yes, you did a great job with this analysis. What we're looking at is the spending within shared accounts. So if I have Splunk already, how am I spending? I'm sorry if I have Elastic already, how am I spending on Splunk? And what you're seeing here is it's down to about a 12% Net score, whereas Splunk overall, has a 32% Net score among all of its customers. So what you're seeing there is there is definitely a drain that's happening where Elastic is draining spend from Splunk and usage from them. The reason we used Elastic here is because all observabilities, the whole sector seems to be decelerating. Splunk is decelerating the most, but Elastic is the only one that's actually showing resiliency, so that's why we decided to choose these two, but you pointed out, yes, it's also Datadog. Datadog is Cloud native. They're more dev ops-oriented. They tend to be viewed as having technological lead as compared to Splunk. So a really good point. Dynatrace also is expanding their abilities and Splunk has been making a lot of acquisitions to push their Cloud services, they are also changing their pricing model, right? They're trying to make things a little bit more flexible, moving off ingestion and moving towards consumption. So they are trying, and the new hires, I'm not going to bet against them because the one thing that Splunk has going for them is their market share in our survey, they're still very well entrenched. So they do have a lot of accounts, they have their foothold. So if they can find a way to make these changes, then they will be able to change themselves, but the one thing I got to say across the whole sector is competition is increasing, and it does appear based on commentary and data that they're starting to cannibalize themselves. It really seems pretty hard to get away from that, and you know there are startups in the observability space too that are going to be even more disruptive. >> I think I want to key on the pricing for a moment, and I've been pretty vocal about this. I think the old SAS pricing model where you essentially lock in for a year or two years or three years, pay up front, or maybe pay quarterly if you're lucky, that's a one-way street and I think it's a flawed model. I like what Snowflake's doing, I like what Datadog's doing, look at what Stripe is doing, look at what Twilio is doing, you mentioned it, it's consumption-based pricing, and if you've got a great product, put it out there and damn, the torpedoes, and I think that is a game changer. I look at, for instance, HPE with GreenLake, I look at Dell with Apex, they're trying to mimic that model and apply it to infrastructure, it's much harder with infrastructure 'cause you've got to deploy physical infrastructure, but that is a model that I think is going to change, and I think all of the traditional SAS pricing is going to come under disruption over the next better part of the decades, but anyway, let's move on. We've been covering the APM space pretty extensively, application performance management, and this chart lines up some of the big players here. Comparing Net score or spending momentum from the April 20th survey, the gray is, sorry, the gray is the April 20th survey, the blue is Jan 21 and the yellow is April 21, and not only are Elastic and Datadog doing well relative to Splunk, Erik, but everything is down from last year. So this space, as you point out, is undergoing a transformation. >> Yeah, the pressures are real and it's sort of that perfect storm where it's not only the data that's telling us that, but also the direct feedback we get from the community. Pretty much all the interviews I do, I've done a few panels specifically on this topic, for anyone who wants to dive a little bit deeper. We've had some experts talk about this space and there really is no denying that there is a deceleration in spend and it's happening because that spend is getting spread out among different vendors. People are using a Datadog for certain aspects, they are using Elastic where they can 'cause it's cheaper. They're using Splunk because they have to, but because it's so expensive, they're cutting some of the things that they're putting into Splunk, which is dangerous, particularly on the security side. If I have to decide what to put in and whatnot, that's not really the right way to have security hygiene. So this space is just getting crowded, there's disruptive vendors coming from the emerging space as well, and what you're seeing here is the only bit of positivity is Elastic on a survey-over-survey basis with a slight, slight uptick. Everywhere else, year-over-year and survey-over-survey, it's showing declines, it's just hard to ignore. >> And then you've got Dynatrace who, based on the interviews you do in the (indistinct), one-on-one, or one-on-five, the private interviews that I've been invited to, Dynatrace gets very high scores for their roadmap. You've got New Relic, which has been struggling financially, but they've got a really good product and a purpose-built database just for this APM space, and then of course, you've got Cisco with AppD, which is a strong business for them, and then as you mentioned, you've got startups coming in, you got ChaosSearch, which Ed Walsh is now running, leave the data in place in AWS and really interesting model, Honeycomb is getting really disruptive, Jeremy Burton's company, Observed. So this space is it's becoming jumped ball. >> Yeah, there's a great line that came out of one of them, and that was that the lines are blurring. It used to be that you knew exactly that AppDynamics, what they were doing, it was APM only, or it was logging and monitoring only, and a lot of what I'm hearing from the ITDM experts is that the lines are blurring amongst all of these names. They all have functionality that kind of crosses over each other. And the other interesting thing is it used to be application versus infrastructure monitoring, but as you know, infrastructure is becoming code more and more and more, and as infrastructure becomes code, there's really no difference between application and infrastructure monitoring. So we're seeing a convergence and a blurring of the lines in this space, which really doesn't bode well, and a great point about New Relic, their tech gets good remarks. I just don't know if their enterprise level service and sales is up to snuff right now. As one of my experts said, a CTO of a very large public online hospitality company essentially said that he would be shocked that within 18 months if all of these players are still standalone, that there needs to be some M and A or convergence in this space. >> Okay, now we're going to call out some of the data that really has jumped out to ETR in the latest survey, and some of the names that are getting the most queries from ETR clients, many of which are investor clients. So let's start by having a look at one of the most important and prominent work from home names, Zoom. Let's look at this. Erik is the ride over for Zoom? >> Ah, I've been saying it for a little bit of a time now actually. I do believe it is, and we'll get into it, but again, pointing out, great, Dave, the reason we're presenting today Splunk, Elastic and Zoom, they are the most viewed on the ETR+ platform. Trailing behind that only slightly is F5, I decided not to bring F5 to the table today 'cause we don't have a rating on the data set. So then I went one deep, one below that and it's pure. So the reason we're presenting these to you today is that these are the ones that our clients and our community are most interested in, which is hopefully going to gain interest to your viewers as well. So to get to Zoom, yeah, I call Zoom the pandemic bull market baby. This was really just one that had a meteoric ride. You look back, January in 2020, the stock was at $60 and 10 months later, it was like 580, that's in 10 months. That's cooled down a little bit into the mid-300s, and I believe that cooling down should continue, and the reason why is because we are seeing huge deceleration in our spending intentions. They're hitting all-time lows, it's really just a very ugly dataset. More importantly than the spending intentions, for the first time, we're seeing customer growth in our survey flatten. In the past, we knew that the deceleration of spend was happening, but meanwhile, their new customer growth was accelerating, so it was kind of hard to really make any call based on that. This is the first time we're seeing flattening customer growth trajectory, and that in tandem with just dominance from Microsoft in every sector they're involved in, I don't care if it's IP telephony, productivity apps or the core video conferencing, Microsoft is just dominating. So there's really just no way to ignore this anymore. The data and the commentary state that Zoom is facing some headwinds. >> Well, plus you've pointed out to me that a lot of your private conversations with buyers says that, "Hey, we're, we're using the freebie version of Zoom, and we're not paying them." And that combined with Teams, I mean, it's... I think, look, Zoom, they've got to figure out how to use their elevated market cap to transform and expand their TAM, but let's move on. Here's the data on Pure Storage and we've highlighted a number of times this company is showing elevated spending intentions. Pure announced it's earnings in May, IBM just announced storage, it was way down actually. So still, Pure, more positive, but I'll on that comment in a moment, but what does this data tell you, Erik? >> Yeah, right now we started seeing this data last survey in January, and that was the first time we really went positive on the data set itself, and it's just really continuing. So we're seeing the strongest year-over-year acceleration in the entire survey, which is a really good spot to be. Pure is also a leading position among its sector peers, and the other thing that was pretty interesting from the data set is among all storage players, Pure has the highest positive public Cloud correlation. So what we can do is we can see which respondents are accelerating their public Cloud spend and then cross-reference that with their storage spend and Pure is best positioned. So as you and I both know, digital transformation Cloud spending is increasing, you need to be aligned with that. And among all storage sector peers, Pure is best positioned in all of those, in spending intentions and adoptions and also public Cloud correlation. So yet again, to start another really strong dataset, and I have an anecdote about why this might be happening, because when I saw the data, I started asking in my interviews, what's going on here? And there was one particular person, he was a director of Cloud operations for a very large public tech company. Now, they have hybrid, but their data center is in colo, So they don't own and build their own physical building. He pointed out that during COVID, his company wanted to increase storage, but he couldn't get into his colo center due to COVID restrictions. They weren't allowed. You had 250,000 square feet, right, but you're only allowed to have six people in there. So it's pretty hard to get to your rack and get work done. He said he would buy storage, but then the colo would say, "Hey, you got to get it out of here. It's not even allowed to sit here. We don't want it in our facility." So he has all this pent up demand. In tandem with pent up demand, we have a refresh cycle. The SSD depreciation cycle is ending. SSDs are moving on and we're starting to see a new technology in that space, NVMe sorry, technology increasing in that space. So we have pent up demand and we have new technology and that's really leading to a refresh cycle, and this particular ITDM that I spoke to and many of his peers think this has a long tailwind that storage could be a good sector for some time to come. >> That's really interesting, thank you for that extra metadata. And I want to do a little deeper dive on storage. So here's a look at storage in the industry in context and some of the competitive. I mean, it's been a tough market for the reasons that we've highlighted, Cloud has been eating away that flash headroom. It used to be you'd buy storage to get more spindles and more performance and we're sort of forced to buy more, flash, gave more headroom, but it's interesting what you're saying about the depreciation cycle. So that's good news. So ETR combines, just for people's benefit here, combines primary and secondary storage into a single category. So you have companies like Pure and NetApp, which are really pure play primary storage companies, largely in the sector, along with Veeam, Cohesity and Rubrik, which are kind of secondary data or data protection. So my quick thoughts here that Pure is elevated and remains what I call the one-eyed man in the land of the blind, but that's positive tailwinds there, so that's good news. Rubrik is very elevated but down, it's big competitor, Cohesity is way off its highs, and I have to say to me, Veeam is like the Steady Eddy consistent player here. They just really continue to do well in the data protection business, and the highs are steady, the lows are steady. Dell is also notable, they've been struggling in storage. Their ISG business, which comprises servers and storage, it's been softer in COVID, and during even this new product rollout, so it's notable with this new mid range they have in particular, the uptick in Dell, this survey, because Dell is so large, a small uptick can be very good for Dell. HPE has a big announcement next month in storage, so that might improve based on a product cycle. Of course, the Nimble brand continues to do well, IBM, as I said, just announced a very soft quarter, down double digits again, and they're in a product cycle shift. And NetApp, it looks bad in the ETR data from a spending momentum standpoint, but their management team is transforming the company into a Cloud play, which Erik is why it was interesting that Pure has the greatest momentum in Cloud accounts, so that is sort of striking to me. I would have thought it would be NetApp, so that's something that we want to pay attention to, but I do like a lot of what NetApp is doing, and other than Pure, they're the only big kind of pure play in primary storage. So long-winded, intro there, Erik, but anything you'd add? >> No, actually I appreciate it as long-winded. I'm going to be honest with you, storage is not my best sector as far as a researcher and analyst goes, but I actually think that a lot of what you said is spot on. We do capture a lot of large organizations spend, we don't capture much mid and small, so I think when you're talking about these large, large players like NetApp not looking so good, all I would state is that we are capturing really big organization spending attention, so these are names that should be doing better to be quite honest, in those accounts, and at least according to our data, we're not seeing it in. It's longterm depression, as you can see, NetApp now has a negative spending velocity in this analysis. So, I can go dig around a little bit more, but right now the names that I'm hearing are Pure, Cohesity. I'm hearing a little bit about Hitachi trying to reinvent themselves in the space, but I'll take a wait-and-see approach on that one, but pure Cohesity are the ones I'm hearing a lot from our community. >> So storage is transforming to Cloud as a service. You've seen things like Apex in GreenLake from Dell and HPE and container storage. A little, so not really a lot of people paying attention to it, but Pure bought a company called Portworx which really specializes in container storage, and there's many startups there, they're trying to really change the way. David Flynn, has a startup in that space, he's the guy who started Fusion-io. So a lot of transformations happening here. Okay, I know it's been a long segment, we have to summarize, and let me go through a summary and then I'll give you the last word, Erik. So tech spending appears to be tracking US GDP at 6 to 7%. This talent shortage could be a blocker to accelerating IT deployments, so that's kind of good news actually for services companies. Digital transformation, it remains a priority, and that bodes, well, not only for services, but automation. UiPath went public this week, we profiled that extensively, that went public last Wednesday. Organizations that sit at the top face some tough decisions on how to allocate resources. They're running the business, growing the business, transforming the business, and we're seeing a bifurcation of spending and some residual effects on vendors, and that remains a theme that we're watching. Erik, your final thoughts. >> Yeah, I'm going to go back quickly to just the overall macro spending, 'cause there's one thing I think is interesting to point out and we're seeing a real acceleration among mid and small. So it seems like early on in the COVID recovery or COVID spending, it was the deep pockets that moved first, right? Fortune 500 knew they had to support remote work, they started spending first. Around that in the Fortune 500, we're only seeing about 5% spend, but when you get into mid and small organizations, that's creeping up to eight, nine. So I just think it's important to point out that they're playing catch up right now. I also would point out that this is heavily skewed to North America spending. We're seeing laggards in EMEA, they just don't seem to be spending as much. They're in a very different place in their recovery, and I do think that it's important to point that out. Lastly, I also want to mention, I know you do such a great job on following a lot of the disruptive vendors that you just pointed out, with Pure doing container storage, we also have another bi-annual survey that we do called Emerging Technology, and that's for the private names. That's going to be launching in May, for everyone out there who's interested in not only the disruptive vendors, but also private equity players. Keep an eye out for that. We do that twice a year and that's growing in its respondents as well. And then lastly, one comment, because you mentioned the UiPath IPO, it was really hard for us to sit on the sidelines and not put some sort of rating on their dataset, but ultimately, the data was muted, unfortunately, and when you're seeing this kind of hype into an IPO like we saw with Snowflake, the data was resoundingly strong. We had no choice, but to listen to what the data said for Snowflake, despite the hype. We didn't see that for UiPath and we wanted to, and I'm not making a large call there, but I do think it's interesting to juxtapose the two, that when snowflake was heading to its IPO, the data was resoundingly positive, and for UiPath, we just didn't see that. >> Thank you for that, and Erik, thanks for coming on today. It's really a pleasure to have you, and so really appreciate the collaboration and look forward to doing more of these. >> Yeah, we enjoy the partnership greatly, Dave. We're very happy to have you on the ETR family and looking forward to doing a lot, lot more with you in the future. >> Ditto. Okay, that's it for today. Remember, these episodes are all available as podcasts wherever you listen. All you have to do is search "Breaking Analysis" podcast, and please subscribe to the series. Check out ETR website it's etr.plus. We also publish a full report every week on wikibon.com and siliconangle.com. You can email me, david.vellante@siliconangle.com, you can DM me on Twitter @dvellante or comment on our LinkedIn posts. I could see you in Clubhouse. This is Dave Vellante for Erik Porter Bradley for the CUBE Insights powered by ETR. Have a great week, stay safe, be well and we'll see you next time. (bright music)
SUMMARY :
This is "Breaking Analysis" out the ideal balance Always good to see you and and also the latest April data. and really, that spending is going to be that we want to show you and that's from the IT that number, by the way, So that is still the clear direction, and the red is the portion is that the inverse analysis and the company beat earnings, One of the reasons we don't is that in the one hand, is that 30% of the respondents said a bath in the ETR data and the vendors out there themselves and the Cloud is extending and that also bodes well and the yellow line is and say that the song hearing in all the insights in the dataset that also have Splunk but the one thing I got to and the yellow is April 21, and it's sort of that perfect storm and then as you mentioned, and a blurring of the lines and some of the names that and the reason why is Here's the data on Pure and the other thing that and some of the competitive. is that we are capturing Organizations that sit at the and that's for the private names. and so really appreciate the collaboration and looking forward to doing and please subscribe to the series.
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Cathy Southwick | Cube on Cloud CLEAN
>> Okay, we're now going to explore what it's like to be the CIO of a fast-paced growth company in Silicon Valley, and how the cloud, however you want to define the cloud, public cloud, on-prem, hybrid, et cetera, how it's supported that growth, and with me is Cathy Southwick, who is the CIO of Pure Storage. Kathy has really deep experience managing technology organizations. She spent a number of years overseeing AT&T's cloud planning and engineering, and another few years overseeing a team of a couple thousand network and IT engineers, working to break the physical stranglehold of fossilized telco networks, implementing network function virtualization and a software-defined methodology for the company, and of course, she's spent the last couple of years as the CIO of Pure, so Cathy, it's great to see you again. Thank you for coming on the program. >> Thanks for having me. It's good to be here. >> You're very welcome. And so, given your experience with cloud, you know, dating back to really the early part of last decade, how did you look at cloud back then, and how has it evolved, from your point of view? >> You know, it's an interesting question, 'cause I think that there's some things that have moved very fast, and there's some things that are very much the same as they were even a decade ago. I think that all companies are very focused on how do you think about cloud? Do you think about it as on-prem, and when I started, we really were focused on an on-prem solution, and building an on-prem private cloud to help modernize our business, so I think that with that, all companies are still in that same mindset of how do I want to think about cloud, and how do I want to think about that on-prem versus public, versus a combination or some type of hybrid solution? So, I mean, all of us are on that journey. It just seems like it's taken us probably a little bit longer than most of us probably thought from the beginning. >> So as a CIO, thinking about that evolution, how has that informed the way you think about applying specifically the public cloud to Pure's business. >> You know, I think that we've been a-- For Pure ourself, I think we're in a really unique position. We were essentially born in the cloud, so we're a company that's 10, 11 years old, and if I give the contrast of that of AT&T being you know, 130 year old company, and having a lot of applications that have, you know, lived historically on-prem, there's very different issues and challenges that you have. Pure has had, I think, the advantage, just like many other companies that are born in the cloud, who can see what the advantages are very quickly and we made decisions early on that said that we were going to actually do both. We were going to look to say how do I put those applications and that data, whether it was on public or on-prem, and be able to do that both in the IT side as well as within the product side, so how we develop our products. >> Now, as I mentioned up front, you have obviously a lot of experience managing large technology teams. My question is when you first saw the emergence of the modern cloud, how did you communicate with your team members? I mean, you mentioned you were kind of building your own private cloud, so I guess that's less threatening to people, but what was it like? Was there a concern? Were they eager to jump in? What was that dynamic like, and how did you manage it? >> You know, it's really, it's different depending on the different part of the organization, so I'll give you kind of two things I learned. One of them was that our teams on the operation side, they saw it as a huge advantage. They saw it as an opportunity to really modernize, to really get themselves, both their own, individual skill sets advanced, as well as provide a better level of service for our internal customer, so to speak. Our application and our data partners that we had to work with, they saw it as an opportunity to bring agility to their applications, quicker speed to market, and more currency of their applications, so they actually got some benefits that they weren't actually I'll call planning for. They had the opportunity to get investment in their applications without having to put that investment on themselves. I would tell you the thing I learned from the teams, this is probably, might be a little bit of a surprise, but often, you know, leaders believe you got to have all the answers, you got to drive everything. You're going to make sure everyone knows what needs to get done. What I actually found, this was actually one of my big moments, I think, was our individuals, our employees, our teams, they are so brilliant and so bright on driving change, and a lot of times leaders, I think, get in the way of it. So for cloud and adoption, it was really about me getting out of the way. It was really about setting that north star for where we want to go, from the ability to deliver fast and quick for our business, and then get out of the way and let our teams actually drive. So it was a great-- I actually saw the reverse. I saw more employees wanting to drive, and I needed to back out and just say here's where we need to go. Let them drive us there. >> All right, so I got to ask you. Please don't hate me for asking this question, but was your gender an advantage? Was it a disadvantage, or was it really irrelevant in that regard? >> I think it was irrelevant. I think that it was-- Actually, I truly believe it's irrelevant. I think it was literally recognizing that leaders need to set vision in what we want to achieve, and let our teams help us drive to get there, and I think that that is gender neutral. I think it's really about kind of chucking your ego and everything else out to the side, and it's really about empowering people and our teams to help drive us there. >> So thinking about that learning specifically, are there any similar tectonic shifts that you're seeing today, where you can apply that experience? Like for instance, new modes of application development, and acquiring new skill sets, or maybe another that you can think of. >> Yeah, I think honestly, it traverses everything that we have to do as a leader of a technology team, and whether you're in a high growth company like Pure, or you're in a company that's trying to take costs out of your business, or trying to do things, I think that it really is a matter of leaders needing to set the stage, and so if we're trying to drive you know, change in a business, it's really making sure that we're doing, I'll call it more empowering of our employees, 'cause they will see the way that we can get there. It's just a matter of letting them have that ability to do it. >> So you joined Pure around two years ago, and obviously growing very quickly. I know the pandemic has changed the trajectory of that growth, but still, a good outlook. But Silicon Valley, fast-paced company. You know, I kind of put it in the camp of the Workday and the ServiceNow. It's kind of similar cultural patterns there, so you talked a little bit about this, but I wonder if we could come back and more specifically, how you're leveraging cloud, how you're thinking about it, you know, on-prem, hybrid, now the edge, and how did that contribute to Pure's growth? >> You know, it's a great question because I think that-- Well, I shared earlier, we were essentially born in the cloud. I think that what it's really driven us is to be thinking more forward about where customers are going and what their challenges are. So whether it's for the IT teams on what we're trying to do to deliver for our business and innovation, they're obviously trying to make sure they can hit their revenue goals, and all of those things that are important that every business deals with, but we also have that same mindset on how we develop our products. So it's really all driven by where the customer is going, that they need data mobility, they need application mobility, they need really portability, so that the moment that you have that ability where you can kind of control your destiny and define it, and you only can get that by having applications that are portable and data that is mobile and secure, that you have that kind of flexibility. So I think for Pure, we have been definitely in a great position to drive for our customers, or drive where our customers are going, and so we've defined our entire product set, so not just how we operate as a business and run our business, but then how we define for our customers, same mindset is if our customers are going to the cloud, then we need to have products that can help them to be in the cloud, or be on-prem, and let them decide what that looks like. >> Well, it's interesting you mention that, and I hearken back to the Portworx acquisition, which is an attempt to really change the way application development is done. It's another sort of approach to sort of modern data architecture. As the CIO of a technology company, most CIOs that I know inside of tech companies, they're sort of the dog-fooding or champagne drinking, testing, so had you already started to use that tech? Are you starting to? Does it support that vision that you just put forth? Maybe you could talk a little bit about that. >> Yeah, it does. So we had not been using Portworx as a product. We were just starting down that path of looking at how do we do containerization for the applications that we do have on-prem? That's both on our engineering side as well as within IT. But we quickly have recognized, just like you know, and part of that acquisition is applications, or companies, won't have the ability to have that portability of their applications and have that flexibility that they're all striving for unless they've done things like containerize their applications, made them that they're able to move them across different cloud environments, whether that's on-prem or off-prem, or some hybrid. So for ourselves, you know, Portworx was a really critical acquisition that will help us on our own journey of doing the application modernization and putting those capabilities in place, but it will also enable our customers to have that same flexibility, so again going back to the-- These things aren't like this is for this group and this is for this customer. It's really about how we operate, both internally and then what we are providing for our customers. So that portability and being able to have control of your own destiny, that's really, to me, what hybrid cloud is all about, and you can't really achieve that if you don't have some of these capabilities within your toolbox. >> Great, thank you for that. So I'm interested, as the head of a technology group at a tech company, and what are the meaningful differences? I mean there are a lot of differences, but relative to CIO of a large telco, or other incumbent, you know, what are some of the good, the bad, and the ugly of the differences? >> Yeah, you know, it's-- I meet with a lot of CIOs across Silicon Valley, and we kind of joke that when you are working in a company that is a technology based company, you know, everybody knows how to do-- Because you do, you have brilliant engineers, and they do know. I think the difference that you start to see is that IT is required to make sure that availability is there inherent in what you're doing on immediate rollout with like, you know, an application that's occurring. That's very different than how you do product life cycle management. What I've seen actually though, is more similarities. I know that's probably a surprise to you, but coming out of AT&T, what I had been working on those last couple of years was actually doing the combination of engineering and IT into one organization, and that you do have a lot of benefits for how you can then develop, how you can manage, and the skillsets. There's a lot of similarities, so there's actually probably more similarities between companies on what they're trying to achieve than you would probably think there would be, just because we're all trying to make sure that we can develop quickly. >> How about as it relates to cloud, Cathy? I mean, I remember in the early days of cloud, a lot of the big banks said we can build our own cloud. We can essentially compete at scale with Amazon. We're the big bank. And then I think they quickly realized well, the economics actually don't favor us necessarily. Do you think there's a different perception about the use of cloud between sort of traditional incumbents and a tech company in Silicon Valley, and if so, how so? >> I think that the-- If you are a bank, as you refer to, and having-- It really is where you're starting from. If you have a very large infrastructure footprint and application footprint, your applications probably are not born in the cloud. There's a lot of modernization that has to be done with those applications so that they can operate as efficiently in a public cloud, as an example. And I think that's something that sometimes gets overlooked, is there are enormous benefits with going to public cloud, but there's also costs if your applications or your data doesn't really fit as well in that type of environment. So I think that for large enterprises like the banks, some of the telcos, they've got very large footprints of infrastructure already. Those investments have been made, and what they're really looking for is how do I increase my ability to, whether it's agility or it's speed, or it's lower costs, or it's all those things, and I think they've got the different path, a different journey that they're on, so they're trying to balance all those equations of the economics, as well as the ability to have no more investment or minimal investment in that infrastructure. For companies like Pure, where we started off with those investments, our decision, and kind of the decision tree that we used is if it makes sense and I don't have to make that investment on-prem for whatever reason, then I should go ahead and make that investment in a public cloud strategy or a hybrid cloud strategy, and I'll kind of differentiate that, because I think that it's different depending on the company you are. And so, it really kind of depends on where you're starting from, and then it also depends on what you're trying to achieve, if you're just trying to achieve an economic solution, if you're trying to achieve a strategic solution, if you're trying to get agility, and I think it's different for companies and it's different depending where you're at in your journey. So for a Silicon Valley company who's hyper-growth, you know, one, we're very focused on agility, everything from scale, because we've got to scale quickly, and those are things that we don't want to have to start going and building all these data centers to go do that. We don't have those embedded investments, so it's a real difference in where your starting point is, and I think there's value in all those different type of approaches. >> Right, and it's a real advantage for you that you don't have to shell out all that cap-ex on data centers. >> That's right. >> As you look back at the last 10 years of cloud, it was largely about eliminating the heavy lift of infrastructure deployment, and SaaSifying the business. What do you see going forward? What do you think is going to unfold in the 2020s? Is it going to be more of the same, or do you expect meaningful differences? >> I think that we're going to get better as technology leaders on how to quickly make decisions and have it less political, and I think COVID's actually taught us a lot about that around companies more willing to make, I'll call it a faster decision, and remove some of the red tape. I've heard this from many of my peers, that things that might have taken them months and months to get approved, it's now days, even if they even have to go get approval, so I think that what we're going to see is, we'll see the continuance of public and I'll call it really hybrid cloud type of solutions, and I think it will be more purposeful about what goes there and how that can help us to you know, I'll call it enable us much faster than we've been able to do it before. I think that's been our challenge is we've-- You know, we get mired into some of the details of some of these things that maybe it would be easier for us to just make the decision and move forward than to keep going round and round on what's the right way to do it. >> Yeah, so that's interesting, what you're saying about the fast decisions. I felt like a lot of 2020 was you know, very tactical. Okay, go deal with the work from home, et cetera, although you definitely see IT spending suppressed in 2020. Our forecast was -4%, but we're saying it's going to grow. We actually see a decent snap back. You know, what are you seeing generally, not even necessarily Pure, but when you talk to some of your colleagues? You're obviously in the technology business. It's good to be in the technology business these days, but do you see spending generally coming back, and maybe the timing? First half maybe a little soft, second half-- What are you seeing there? >> Yeah, almost identical to what you said. I think that we'll see a little bit of a tendency to not really hold back, but really kind of see what's happening in the first quarter of the year. There's a lot going on with companies, and everyone's having to kind of balance that and what that looks like. I do see, and what I'm hearing from several of my peers is that you know, it's not necessarily budget cuts. It might be budget redirections, it might be reprioritization, but definitely technology investments are still there, and it's still important for businesses to keep on their journeys, and we do see that even at Pure, as a way to differentiate ourselves in the market as well. >> What about the work from home piece? I mean, prior to COVID, I think the average was about 15 or 16% of employees worked from home. You know, now it's got to be well over in the high 70s, and the CIOs that we've talked to suggest that that's going to come down in the first half, maybe down to still pretty high, 50, 60%, but then eventually it's going to settle at a higher rate than it was pre-COVID, maybe double that rate, maybe in the 30, 35, maybe even 40%. What are you expecting? >> Something probably very similar. I think that what companies have recognized, and I actually tell you, CIOs have thought this, many of them for many years, that there's a huge value in having some type of hybrid model. There's value in having, both from a business perspective as well as a personal perspective, so employees' work-life balance and trying to balance that. So I think that we at Pure, and myself as the CIO, hugely expect that we will see some type of I'll call it leveling off, figuring out what's the right for the right group, and I think what we don't want to get into is a prescriptive that says this is what the company will look like as a whole. I think it really is going to come down to certain types of work are more conducive to a more work remote environment. Others need to have, and I always kind of use this term of individual productivity versus team productivity. We've seen great advances in individual productivity. Team productivity is still a challenge when you're still trying to do very collaborative brainstorming sessions, and so we are looking at capabilities to be able to enable our employees to do that, but there's some things you just can't replace the human interaction and the ability to very quickly, interactively, you know, five minutes, catch someone and do that. So I think we'll see both. We'll see some leveling off, and I think we'll see some areas of businesses that had once thought you can't do that remote, they might actually say hey, that is work that can be remote, so I think we'll see a combination of both. >> That's an interesting perspective on productivity, and what's the old saying, is you can go faster alone, but further as a team. And not a lot of folks have been talking about that team productivity. We clearly saw the hit, the positive hit on productivity, especially in the technology business, so my question then is, so you expect, you know, HQ doesn't go away. Maybe it gets smaller, but so is there pent-up demand for technology spending at the headquarters? 'Cause you've been pushing tech out to the edge, out to the remote workers, securing those remote workers, figuring out better ways to collaborate. Is there pent-up demand at HQ? >> Absolutely, we've been-- You know, we've been actually exploring different technologies. We've been looking at what are things that could help create a different kind of experience? And it'll be some different types of technology. Those will be the things that maybe aren't even out there developed yet, on how do you create some of those comparable experiences? So I think that the notion of individuals will continue to thrive, but we've got to start working on how do we continue to enhance that team, collaborative productivity environment that looks and feels different than what it might look like today. >> Cathy, got to leave it there. Great, as always, having you on the CUBE. Thanks so much for participating in CUBE on Cloud. >> Great, it was great to be here, thank you. >> All right, keep it right there. Back with more content right after this short break.
SUMMARY :
it's great to see you again. It's good to be here. and how has it evolved, how do you think about cloud? how has that informed the and challenges that you have. and how did you manage it? and I needed to back out and just say All right, so I got to ask you. and our teams to help drive us there. or maybe another that you can think of. and so if we're trying to drive you know, and how did that contribute and you only can get that and I hearken back to and you can't really achieve that and the ugly of the differences? and that you do have a lot of benefits a lot of the big banks said and kind of the decision tree that we used that you don't have to and SaaSifying the business. to you know, I'll call it enable us and maybe the timing? to what you said. and the CIOs that we've talked to and I think what we don't want to get into so you expect, you know, on how do you create some of those Great, as always, having you on the CUBE. to be here, thank you. Back with more content right
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Breaking Analysis: Legacy Storage Spending Wanes as Cloud Momentum Builds
(digital music) >> From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> The storage business as we know it has changed forever. On-prem storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it's a shadow of its former self and the glory days of storage will not return. Hello everyone, and welcome to this week's Wikibon CUBE Insights Powered by ETR. In this breaking analysis, we'll lay out our premise for what's happening in the storage industry, and share some fresh insights from our ETR partners, and data that supports our thinking. We've had three decades of tectonic shifts in the storage business. From the simplified history of this industry shows us there've been five major waves of innovation spanning five decades. The dominant industry model has evolved from what was first the mainframe centric vertically integrated business, but of course by IBM and it became a disintegrated business that saw between like 70 or 80 Winchester disk drive companies that rose and then fell. They served a booming PC industry in this way it was led by the likes of Seagate. Now Seagate supplied the emergence of an intelligent controller based external disc array business that drove huge margins for functions that while lucrative was far cheaper than captive storage from system vendors, this era of course was led by EMC and NetApp. And then this business was disrupted by a flash and software defined model that was led by Pure Storage and also VMware. Now the future of storage is being defined by cloud and intelligent data management is being led by AWS and a three letter company that we'll just call TBD, otherwise known as Jump Ball Incorporated. Now, let's get into it here, the impact of AWS cannot be overstated now while legacy storage players, they're sick and tired of talking about the cloud, the reality cannot be ignored. The cloud has been the most disruptive force in storage over the past 10 years, and we've reported on the spending impact extensively. But cloud is not the only factor pressuring the on-prem storage business, flash has killed what we call performance by spindles. In other words, the practice of adding more disk drives to keep performance from tanking. So much flash has been injected into the data center that that no longer is required. But now as you drill down into the cloud, AWS has been by far the most significant factor in our view. Lots of people talked about object storage before AWS, but there sure wasn't much spending going on, S3 changed that. AWS is getting much more aggressive about expanding its storage portfolio and its offerings. S3 came out in 2006 and it was the very first AWS service and then Elastic Block Service EBS came out a couple of years later, nobody really paid much attention. Well last fall at storage day, we saw AWS announce a number of services, many fire-related and this year we saw four new announcements of Amazon at re:Invent. We think AWS' storage revenue will surpass 8 billion this year and could be as high as 10 billion. There's not much data out there, but this would mean that AWS' storage biz is larger than that of a NetApp, which means AWS is larger than every traditional storage player with the exception of Dell. Here's a little glimpse of what's coming at the legacy storage business. It's a clip of the vice-president of AWS storage, her name is Mahlon Thompson Bukovec, watch this. Okay now, you may say Dave, what the heck does that have to do with anything? Yeah, I don't know, but as an older white guy, that's been in this business for awhile, I just think it's badass that this woman boxes and runs a business that we think is approaching $10 billion. Now let's take a quick look at the storage announcements AWS made at re:Invent. The company made four announcements this year, let me try to be brief, the first is EBS io2 Block Express Volumes, got to love the names. AWS was claims this is the first storage area network or sand for the cloud and it offers up to 256,000 IOPS and 4,000 megabytes per second throughput and 64 terabytes of capacity. Hey, sounds pretty impressive right, Well let's dig in a little bit okay, first of all, this is not the first sand in the cloud, at least in my view there may be others but Pure Storage announced cloud block store in 2019 at its annual accelerate customer conference and it's pretty comparable here. Maybe not so much in the speeds and feeds, but the concept of better block storage in the cloud with higher availability. Now, as you may also be saying, what's the big deal? The performance come on, we can smoke that we're on-prem vendor We can bury that. Compared to what we do, AWS' announcement is really not that impressive okay, let me give you a point of comparison there's a startup out there called VAST Data. Just there for you and closure with bundled storage and compute can do 400,000 IOPS and 40,000 megabytes per second and that can be scaled, so yeah, I get it. And AWS also announced that io2 two was priced at 20% less than previous generation volumes, which you might say is also no big deal and I would agree 20% is not as aggressive as the average price decline per gigabyte of any storage technology. AWS loves to make a big deal about its price declines, it's essentially following the industry trends but the point is that this feature will be great for a lot of workloads and it's fully integrated with AWS services meaning for example, it will be very convenient for AWS customers to invoke this capability for example Aurora and other AWS databases through its RDS service, just another easy button for developers to push. This is specially important as we see AWS rapidly expanding its machine learning in AI capabilities with SageMaker, it's embedding ML into things like Redshift and driving analytics, so integration is very key for its customers. Now, is Amazon retail going to run its business on io2 volumes? I doubt it. I believe they're running on Oracle and they need much better performance, but this is a mainstream service for the EBS masses to tap. Now, the other notable announcement was EBS Gp3 volumes. This is essentially a service that lets let you programmatically set SLAs for IOPS and throughput independently without needing to add additional storage. Again, you may be saying things like, well atleast I remember when SolidFire let me do this several years ago and gave me more than 3000 IOPS and 125 megabytes per a second performance, but look, this is great for mainstream customers that want more consistent and predictable performance and that want to set some kind of threshold or floor and it's integrated again into the AWS stack. Two other announcements were made, one that automatically tiers data to colder storage tiers and a replication service. On the former, data migrates to tier two after 90 days of inaccess and tier three, after 180 days. AWS remember, they hired a bunch of folks out of EMC years ago and they put them up in the Boston Seaport area, so they've acquired lots of expertise in a lot of different areas I'm not sure if tiering came out of that group but look, this stuff is not rocket science, but it saves customers money. So these are tried and true techniques that AWS is applying but the important thing is it's in the cloud. Now for sure we'd like to see more policy options than say for example, a fixed 90 day or 180 day policy and more importantly we'd like to see intelligent tiering where the machine is smart enough to elevate and promote certain datasets when they're needed for instance, at the end of a quarter for comparison purposes or at the end of the year, but as NFL Hall of Fame Coach Hank Stram would have said, AWS is matriculating the ball down the field. Okay, let's look at some of the data that supports what we're saying here in our premise today. This chart shows spending across the ETR taxonomy. It depicts the net score or spending velocity for different sectors. We've highlighted storage, now don't put too much weight on the January data because the survey was just launched, but you can see storage continues to be a back burner item relative to some other spending priorities. Now as I've reported, CIOs are really focused on cloud, containers, container orchestration, automation, productivity and other key areas like security. Now let's take a look at some of the financial data from the storage crowd. This chart shows data for eight leading names in storage and we put storage in quotes because as we said earlier, the market is shifting and for sure companies like Cohesity and Rubrik, they're not positioning as storage players in fact, that's the last thing they want to do. Rather they're category creators around data management or intelligent data management but their inadjacency to storage, they're partnering with all the primary storage companies and they're in the ETR taxonomy. Okay, so as you can see, we're showing the year over year, quarterly revenue growth for the leading storage companies. NetApp is a big winner, they're growing at a whopping 2%. They beat expectations, but expectations were way down so you can see in the right most column upper right, we've added the ETR net score from October and net score of 10% says that if you ask customers, are you spending more or less with a company, there are 10% of the customers that are essentially spending more than are spending less, get into that a little further later. For comparison, a company like Snowflake, it has a net score approaching 70% Pure Storage used to be that high several years ago or high sixties anyway. So 10% is in the red zone and yet NetApp, is the big winner this quarter. Now Nutanix isn't really again a storage company, but they're an adjacency and they sell storage and like many of these companies, it's transitioning to a subscription pricing model, so that puts pressure on the income statement, that's why they went out and did a deal with Bain, Bain put in $750 million to help Bridge that transition so that's kind of an interesting move. Every company in this chart is moving to an annual recurring revenue model and that as a service approach is going to be the norm by the end of the decade. HPE's doing it with GreenLake, Dell has announced Apex, virtually every company is headed in this direction. Now speaking of HPE, it's Nimble business that has momentum, but other parts of the storage portfolio are quite a bit softer. Dell continues to see pressure on its storage business although VxRail is a bright spot. Everybody's got a bright spot, everybody's got new stuff that's growing much faster than the old stuff, the problem is the old stuff is much much bigger than the new stuff. IBM's mainframe storage cycle, well that's seems to have run its course, they had been growing for the last several quarters that looks like it's over. And so very very cyclical businesses here now as you can see, The data protection data management companies, they are showing spending momentum but they're not public so we don't have revenue data. But you got to wonder with all the money these guys have raised and the red hot IPO and tech markets, why haven't these guys gone public? The answer has to be that they're either not ready or maybe their a numbers weren't where they want them to be, maybe they're not predictable enough, maybe they don't have their operational act together or maybe they need to you get that in order, some combination of those factors is likely. They'll tell you, they'll give other answers if you ask them, but if they had their stuff together they'd be going out right now. Now here's another look at the spending data in terms of net score, which is again spending velocity. The ETR here is measuring the percent of respondents that are adopting new, spending more, spending flat, spending less or retiring the platform. So net score is adoptions, which is the lime green plus the spending more, which is the forest green. Add those two and then subtract spending less, which is the pink and then leaving the platform, which is the bright red, what's left over is net score. So, let's look at the picture here, Cohesity leads all players in the storage taxonomy, the ETR storage taxonomy, again they don't position that way, but that's the way the customers are answering. They've got 55% net score which is really solid and you can see the data in the upper right-hand corner, it's followed by Nutanix. Now they're really not again in the scope of Pure play storage play but speaking of Pure, its net score has come down from its high of 73% in January, 2016. It's not going to climb back up there, but it's going to be interesting to see if Pure net scorecard rebound in a post COVID world. We're also watching what Pure does in terms of unifying file and object and how it's fairing in cloud and what it does with the Portworx acquisition which is really designed to bring forth a new programming model. Now, Dell is doing fine with VxRail, but VSAN is well off its net score highs which we're in the 60% plus range a couple of years ago, VSAN is definitely been a factor from VMware, but again that's come off its highs, HPE with Nimble still has some room to improve, I think it actually will I think that these figures that we're showing here they're are somewhat depressed by the COVID factor, I expect Nimble is going to bounce back in future surveys. Dell and NetApp are the big leaders in terms of presence or market share in the data other than VMware, 'cause VMware has a lot of instances, it's software defined that's why they're so prominent. And with VMware's large share you'd expect them to have net scores that are tepid and you can see a similar pattern with IBM. So Dell, NetApp, tepid net scores as is IBM because of their large market share VMware, kind of a newer entry into the play and so doing pretty well there from a net score standpoint. Now Commvault like Cohesity and Rubrik is really around intelligent data management, trying to go beyond backup into business recovery, data protection, DevOps, bringing that analytics, bringing that to the cloud, we didn't put Veeam in here and we probably should have. They had pre-COVID net scores well in to the thirties and they have a steadily increasing share of the market, so we expect good things from Veeam going forward. They were acquired earlier this year by Insight, capital private equity firm. So big changes there as well, that was their kind of near-term exit maybe more to come. But look, it's all relative, this is a large and mature market that is moving to the cloud and moving to other adjacencies. And the core is still primary storage, that's the main supreme prerequisite and everything else flows from there, data protection, replication, everything else. This chart gives you another view of the competitive landscape, it's that classic XY chart it plots net score in the vertical axis and market share on the horizontal axis, market share remember is a measure of presence in the dataset. Now think about this from the CIO's perspective, they have their on-prem estate, got all this infrastructure and they're putting a brick wall around their core systems. And what do they want out of storage for that class of workload? They want it to perform consistently, they want it to be efficient and they want it to be cost-effective, so what are they going to do? they're going to consolidate, They're going to consolidate the number of vendors, they're going to consolidate the storage, they're going to minimize complexity, yeah, they're going to worry about the blast radius, but there's ways to architect around that. The last thing they want to worry about is managing a zillion storage vendors this business is consolidating, it has been for some time, we've seen the number of independent storage players that are going public as consolidated over the years, and it's going to continue. so on-prem storage arrays are not giving CIOs the innovation and strategic advantage back when things like storage virtualization, space efficient snapshots, data de-duplication and other storage services were worth maybe taking a flyer on a feature product like for example, a 3PAR or even a Data Domain. Now flash gave the CIOs more headroom and better performance and so as I said earlier, they're not just buying spindles to increase performance, so as more and more work gets pushed to the cloud, you're seeing a bunkering in on these large scale mission-critical workloads. As you saw earlier, the legacy storage market is consolidating and has been for a while as I just said, it's essentially becoming a managed decline business where RnD is going to increasingly get squeezed and go to other areas, both from the vendor community and on the buy-side where they're investing on things like cloud, containers and in building new layers in their business and of course the DX, the Digital Transformation. I mentioned VAST Data before, it is a company that's growing and another company that's growing is Infinidat and these guys are traditional storage on-prem models they don't bristle If I say traditional they're nexgen if you will but they don't own a cloud, so they were selling to the data center. Now Infinidat is focused on petabyte scale and as they say, they're growing revenues, they're having success consolidating storage that thing that I just talked about. Ironically, these are two Israeli founder based companies that are growing and you saw earlier, this is a share shift the market is not growing overall the part of that's COVID, but if you exclude cloud, the market is under pressure. Now these two companies that I'm mentioning, they're kind of the exception to the rule here, they're tiny in the grand scheme of things, they're really not going to shift the market and their end game is to get acquired so they can still share, but they're not going to reverse these trends. And every one on this chart, every on-prem player has to have a cloud strategy where they connect into the cloud, where they take advantage of native cloud services and they help extend their respective install bases into the cloud, including having a capability that is physically proximate to the cloud with a colo like an Equinix or some other approach. Now, for example at re:Invent, we saw that AWS has hybrid strategy, we saw that evolving. AWS is trying to bring AWS to the edge and they treat the data center as just another edge note, so outposts and smaller versions of outposts and things like local zones are all part of bringing AWS to the edge. And we saw a few companies Pure, Infinidant, Veeam come to mind that are connecting to outpost. They saw the Qumulo was in there, Clumio, Commvault, WekaIO is also in there and I'm sure I'm missing some so, DM me, email me, yell at me, I'm sorry I forgot you but you get the point. These companies that are selling on-prem are connecting to the cloud, they're forced to connect to the cloud much in the same way as they were forced to join the VMware ecosystem and try to add value, try to keep moving fast. So, that's what's going on here, what's the prognosis for storage in the coming year? Well, where've of all the good times gone? Look, we would never bet against data but the days of selling storage controllers that masks the deficiencies of spinning disc or add embedded hardware functions or easily picking off a legacy install base with flash, well, those days are gone. Repatriation, it ain't happening it's maybe tiny little pockets. CIOs are rationalizing their on-premises portfolios so they can invest in the cloud, AI, machine learning, machine intelligence, automation and they're re-skilling their teams. Low latency high bandwidth workloads with minimal jitter, that's the sweet spot for on-prem it's becoming the mainframe of storage. CIOs are also developing a cloud first strategy yes, the world is hybrid but what does that mean to CIOs? It means you're going to have some work in the cloud and some work on-prem, there's a hybrid We've got both. Everything that can go to the cloud, will go to the cloud, in our opinion and everything that can't or shouldn't won't. Yes, people will make mistakes and they'll "repatriate" but generally that's the trend. And the CIOs they're building an abstraction layer to connect workloads from an observability and manageability standpoint so they can maintain control and manage lock-in risk, they have options. Everything that doesn't go to the cloud will likely have some type of hybridicity to it, the reverse won't likely be the case. For vendors, cloud strategies involve supporting your install basis migration to the cloud, that's where they're going, that's where they want to go, they want your help there's business to be made there so enabling low latency hybrids in accommodating subscription models, well, that's a whole another topic, but that's the trend that we see and you rethink the business that you're in, for instance, data management and developing an edge strategy that recognizes that edge workloads are going to require new architecture and that's more efficient than what we've seen built around general purpose systems, and wow, that's a topic for another day. You're seeing this whole as a service model really reshape the entire cultures in the way in which the on-prem vendors are operating no longer is it selling a box that has dramatically marked up controllers and disc drives, it's really thinking about services that could be invoked in the cloud. Now remember, these episodes are all available as podcasts, wherever you listen, just search Breaking Analysis podcasts and please subscribe, I'd appreciate that checkout etr.plus for all the survey action. We also publish a full report every week on wikibon.com and siliconangle.com. A lot of ways to get in touch. You can email me at david.vellante@siliconangle.com. you could DM me @dvellante on Twitter, comment on our LinkedIn posts, I always appreciate that. This is Dave Vellante for theCUBE Insights Powered by ETR. Thanks for watching everyone stay safe and we'll see you next time. (upbeat music)
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Vaughn Stewart, Pure Storage | VMworld 2020
>> Narrator: From around the globe, it's theCUBE. With digital coverage of VMworld 2020 brought to you by VMware and its ecosystem partners. >> Welcome back, I'm Stuart Miniman and this is theCUBES's coverage of VMworld 2020. Our 11th year doing the show and happy to welcome back to the program one of our CUBE's alums. Somebody that's is going to VMworld longer than we have been doing it for theCUBE. So Vaughn Stewart he is the Vice President of Technology Alliances with Pure Storage Vaughn, nice to see you. How you doing? >> Hey, Stu. CUBE thanks for having me back. I miss you guys I wish we were doing this in person. >> Yeah, we all wish we were in person but as we've been saying all this year, we get to be together even while we're apart. So we look to you on little screens and things like that rather than bumping into each other at some of the after parties or the coffee shops all around San Francisco. So Vaughn, obviously you know Pure Storage long, long, long partnership with VMware. I think back the first time that I probably met with the Pure team, in person, it probably was around Moscone, having a breakfast having a lunch, having a briefing or the likes. So just give us the high level. I know we've got a lot of things to dig into. Pure and VMware, how's the partnership going these days? >> Partnership is growing fantastic Pure invests a lot of engineering resources in programs with VMware. Particularly the VMware design partner programs for vVols, Container-Native Storage et cetera. The relationship is healthy the business is growing strong. I'm very excited about the investments that VMware is making around VMware Cloud Foundation as a replatforming of what's going on MPREM to help better enable hybrid cloud and to support Tanzu and Kubernetes platforms. So a lot going on at the infrastructure level that ultimately helps customers of all to adopt cloud native workloads and applications. >> Wonderful. Well a lot of pieces to unpack that. Of course Tanzu big piece of what they're talking about. But let's start. You mentioned VCF. You know what is it on the infrastructure side, that is kind of driving your customer adoption these days, and the some of the latest integrations that you're doing? >> Yeah you know VCF has really caught the attention of our mid to large or mid to enterprise size customers. The focus around, as I use the phrase replatform is planning out with VMworld phrase. But the focus on simplifying the lifecycle management, giving you a greater means to connect to the public cloud. I don't know if you're aware, but all VMware public cloud offerings have the VCF framework in terms of architectural framework. So now bringing that back on-prem, allowing customers on a per workload domain basis to extend to a hybrid cloud capability. It's a really big advancement from kind of the base vSphere infrastructure, which architecturally hasn't had a significant advancement in a number of years. What's really big around VCF besides the hybrid connectivity, is the couple of new tools SDDC Manager and vSphere Lifecycle Manager. These tools can actually manage the infrastructure from bare metal up to workload domains and then from workload domains you're now handing off to considered like delegated vCenter Servers right? So that the owner of a workload if you will and then that person can go ahead and provision virtual machines or containers, based on whatever is required to run their workloads. So for us the big gain of this is the advancement in the VMware management. They are bringing their strength in providing simplicity, and end-to-end hardwared application management to disaggregated architectures. Where the focus of that capability has been with HCI over say the past five or six years. And so this really helps close that last gap, if you will, and completes a 360 degree view of providing simplified management across dissimilar architecture and it's consistent and it's standardized by VMware. So HCI, disaggregated architecture, public cloud, it all operates the same. >> So Vaughn, you made a comment about not a lot of changes. If I remember our friends at VMware they made a statement vSphere 7 was the biggest architectural change in over a decade. Of course bringing in Kubernetes it's a major piece of the Tanzu discussion. Pure. Your team's been pretty busy in the Kubernetes space too. Recent acquisition of Portwox to help accelerate that. Maybe let's talk a little bit about you know cloud native. What you're hearing from your customers. (chuckles) And yeah, like we've Dave Vellante had a nice interview with, Pure and Portwox CEOs. Give the VMworld audience a little bit of an update as you know where you all fit in the Kubernetes space. >> Yeah and actually, there was a lot that you shared there kind of in connecting the VCF piece through to vSphere 7 and a lot of changes there in driving into Tanzu and containers. So maybe we're going to jump around here a bit but look we're really excited. We've been working with VMware, but in addition to all of our application partners, you are seeing nearly every traditional enterprise application being replatformed to support containers. I'd love to share with you more details, but there's a lot of NDAs I'd be breaking in that. But the way for enterprise adoption of containers is right upon us. And so the timing for VMware Tanzu is ideal. Our focus has always been around providing a rich set of data services. One that provides faster provisioning, simplified fleet management, and the ability to move that container and those data services between different clouds and different cloud platforms, Be it on-prem, or in the public cloud space. We've had a lot of success doing that with the Pure Service Orchestrator Version 6.0 enables CSI compliant persistent storage capabilities. And it does support Tanzu today. The addition or I should say the acquisition of Portworx is really interesting. Because now we're bringing on an enhanced set of data services that not only run on a Pure Storage storage products, but runs universally regardless of the storage platform, or the Cloud architecture. The capabilities within Portworx are above and beyond what we had in PSO. So this is a great expansion of our capabilities. And ultimately we want to help customers. Whether they want to do containers solely on Tanzu, or if they're going to mix Tanzu with say Amazon EKS, or they've got some department that does development on OpenShift. Whatever it might be. You know that the focus of storage vendors is obviously to help customers make that data available on these platforms through a consistent control plane. >> Yeah. Vaughn it's a great acquisition. Think a nice fit. Anybody that's been talking to Pure the last year or so you've been. How do we take the storage make it more cloud native if you will. So you've got code. Obviously, you've got a great partnership with VMware, but as you said, in Amazon and some of the other hyper clouds those clouds, those storage services, no matter where a customer is, so that that core value, of course we know, is this the software underneath it. And that's what Portworx is. So you know not only Pure's, but other hardware, other clouds and the likes. So a really interesting space You know Vaughn, you and I've been covering this, since the early days of VMware. Hey this software is kind of a big deal and you know (chuckles) cloud in many ways is an extension of what we're doing. I know we used to joke how many years was it that VMworld was storage world? You know. >> Ooh yeah. >> There was talk about like big architectural changes, you know vVols When that finally came out, it was years of hard work by many of the big companies, including your previous and current you know employer. What's the latest? My understanding is that there are some updates there when it comes to the underlying vVols. What are the storage people need to know? >> Yeah. So great question and VMware is always been infrastructure world really Right? Like it is a showcase for storage. But it's also been a showcase for the compute vendors and every Intel partner. From a storage perspective, a lot is going on this year that should really excite both VMware admins and those who are storage centric in their day-to-day jobs. Let's start with the recent news. vVols has been promoted within VCF to being principal storage. For those of you who maybe are unfamiliar with this term 'principal storage' VMware Cloud Foundation supports any form of storage that's supported by vSphere. But SDDC manager tool that I was sharing with you earlier that really excites large scale organizations around it's end-to-end simplicity and management. It had a smaller, less robust support list when it comes to provisioning external storage. And so it had two tiers. Principal and secondary. Principal meant SDDC manager could provision and deprovision sub-tenants. So the recent news brings vVols both on Fiber Channel and iSCSI up to that principal tier. Pure Storage is a VMware design partner around vVols. We are one of the most adopted vVols storage platforms, and we are really leaning in on VCF. So we are very happy to see that come to fruition for our customers. Part of why VMware partners with Pure Storage around VCF, is they want VCF enabled on any Fabric. And you know some vendors only offer ethernet only forms of connectivity. But with Pure Storage, we don't care what your Fabric is right. We just want to provide the data services be it ethernet, fiber channel or next generation NVMe over Fabric. That last point segments into another recent announcement from from VMware. Which is the support for NVMe over Fabric within vSphere 7. This is key because NVMe over Fabric allows the IO path to move away from SCSI based form of communication one to a memory based form of communication. And this unleashes a new level of performance, a way to better support those business and mission critical applications. Or a way to drive greater density into a smaller form factor and footprint within your data center. Obviously Fabric upgrades tend to not happen in conjunction with hypervisor upgrades, but the ability to provide customers a roadmap and a means to be able to continually evolve their infrastructure non disruptively, is our key there. It would be remiss of me to not point out one kind of orthogonal element, which is the new vMotion capabilities that are in vSphere 7. Customers have been tried for a number of years, probably from vSphere 4 through six to virtualize more performance centric and resource intense applications. And they've had some challenges around scale, particularly with the non-disruptive. The ability to non disruptively move a workload. VMware rewrote vMotion for vSphere 7 so it can tackle these larger more performance centric workloads. And when you combine that along with the addition of like NVMe over Fabric support, I think you're truly at a time where you can say, almost every workload can run on a VMware platform, right? From your traditional two two consolidation where you started to looking at performance centric AI, in machine learning workloads. >> Yeah. A lot of pieces you just walked through Vaughn, I'm glad especially the NVMe over Fabric piece. Just want to drill down one level there. As you said, there's a lot of pieces to make sure that this is fully worked. The standards are done, the software is there, the hardware, the various interconnects there and then okay, when's does the customer actually ready to upgrade that? How much of that is just you know okay hitting the update button. How much of that is do I need to do a refresh? And we understand that the testing and purchasing cycles there. So how many customers are you talking to that are like, "Okay I've got all the pieces, "we're ready to roll, "we're implementing in 2020." And you know, what's that roadmap look like for kind of the typical enterprise, which I know is a bit of an oxymoron? (laughs) >> So we've got a handful. I think that's a fair way to give you a size without giving you an exact number. We had a handful of customers who have NVMe over Fabric deployments today. The deployments tend to be application or workload centric versus ubiquitous across the data center. Which I think does bear an opportunity for VMware adoption to be a little bit earlier than across the entire data center. Because most VMware architectures today are based on top of rack switching. Whether that switching is fiber channel or ethernet base, I think the ability to then upgrade that switch. Either you've got modern hardware and it just needs a firmware update, or you've got to replace that hardware and implement NVMe over Fabric. I think that's very attractive. Particularly that you can do so in a non disruptive manner with a flash array or with flash deck. We expect to see the adoption really start to take take hold in 2021. But you probably won't see large market gains until 2022 or 23. >> Well that's super helpful Vaughn especially Pure Storage you've got customers that have some of the most demanding performance environments out there. So they are some of the early adopters that you would expect go into adopting this new technology. All right. I guess last piece, listening to the keynote looking at all the announcements that they have you know, VMware obviously has a big push into the cloud native space they've made a whole lot of acquisitions. We touched on a little bit before but what's your take as to what you are hearing from your customers, where they are with adoption into really modernizing and accelerating their businesses today? >> I think for the majority of our customers and again I would consider more of a commercial or mid market centric up through enterprise. They've particularity enterprise, they've adapted cloud native technologies particularity in developing their own internal or customer facing applications. So I don't think the technology is new. I think where it's newer is this re platforming of enterprise applications and I think that what's driving the timeline for VMware. We have a number of Pivotal deployments that run up here. Very large scale Pivotal deployments that run on Pure. And hopefully as you audience knows Pivotal is what VMware Tanzu has been rebranded as. So we've had success there. We've have had success in the test and development and in the web facing application space. But now this is a broader initiative from VMware supporting enterprise apps along with you know the cloud native disaggregated applications that have been built over the last say five to 10 years. But to provide it though a single management plane. So I'm bullish, I'm really bullish I think they are in a unique position compared to the rest of our technology partners you know they own the enterprise virtualization real estate and as so their ability to successfully add cloud native application to that, I think it's a powerful mix . For us the opportunity is great. I want to thank you for focusing on the fact that we've been able to deliver performance. But performances found on any flash product. And it's not to demote our performance by any means, but when you look at our customers and what they purchase us in terms of the repeat purchases, it's around simplicity, it's around the native integration with VMware and the extending of that value prop through our capabilities whether it's through the end-to-end infrastructure management, through data protection extending in the hybrid cloud. That's where Pure Storage customers fall in love with Pure Storage. And so it's a combination of performance, simplicity and ultimately, you know, economics. As we know economics drive most technical decisions not the actual technology itself. >> Well, Vaughn Stewart thank you so much for the update, congratulation on all the new things that are being brought out in the partnership >> Thank you Stu appreciate being on theCUBE, big shout out to VMware congratulations on VMworld 2020, look forward to seeing everybody soon >> All right, stay tuned for more coverage VMworld 2020 I'm Stu Miniman and that you for watching theCUBE. (bright upbeat music)
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brought to you by VMware and happy to welcome back to the program I miss you guys a briefing or the likes. and to support Tanzu and and the some of the latest So that the owner of in the Kubernetes space too. and the ability to move that container and you know (chuckles) What are the storage people need to know? but the ability to provide for kind of the typical enterprise, I think the ability to to what you are hearing and in the web facing application space. I'm Stu Miniman and that
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