>>Hello, wonderful humans and welcome back to The Cube's Thrilling live coverage of AWS Reinvent here in Las Vegas, Nevada. I'm joined by my fantastic co-host, John Farer. John, things are really ramping up in here. Day one. >>Yep, it's packed already. I heard 70,000 maybe attendees really this year. I just saw that on Twitter. Again, it continues to show that over the past 10 years we've been here, you're seeing some of the players that were here from the beginning growing up and getting bigger and stronger, becoming more platforms, not just point solutions. You're seeing new entrants coming in, new startups, and the innovation you start to see happening, it's really compelling to fun to watch. And our next segment, we have multi 10 time Cube alumni coming on and a first timer, so it should be great. We'll get into some of the innovation, >>Not only as this guest went on the cube 10 times, he also spoke at the first AWS reinvent, just like you were covering it here with Cube. But without further ado, please welcome Ronan and Kevin from NetApp. Thank you gentlemen, both for being here and for matching in your dark blue. How's the show going for you? Ronan, I'm gonna ask you first, you've been here since the beginning. How does it feel in 2022? >>First, it's amazing to see so many people, right? So many humans in one place, flesh and blood. And it's also amazing to see, it's such a celebration for people in the cloud, right? Like this is our, this is our event, the people in the cloud. I'm really, really happy to be here and be in the cube as well. >>Fantastic. It, it is a party, it's a cloud party. Yes. How are you feeling being here, Kevin? I'm >>Feeling great. I mean, going all the way back to the early days of Spot T, which was the start that eventually got acquired as Spot by NetApp. I mean this was, this was our big event. This is what we lived for. We've gone, I've gone from everything, one of the smaller booths out here on the floor all the way up to the, the huge booth that we have today. So we've kind of grown along with the AWS ecosystem and it's just a lot of fun to get here, see all the customers and talk to everybody. >>That's a lot of fun. Fun. That's the theme that we've been talking about. And we wrote a story about on, on Silicon Angle, more that growth from that getting in and getting bigger, not just an ISV or part of the startup showcase or ecosystem. The progression of the investment on how cloud has changed deliverables. You've been part of that wave. What's the biggest walk away, what's, and what's the most important thing going on now cuz it's not stopping. You got new interests coming in and the folks are rising with the tide and getting platforms built around their products. >>Yeah, I would say, you know, years ago is, is cloud in my decision path and now it's cloud is in my decision path. How much is it and how am I going to use it? And I think especially coming up over the next year, macroeconomic events and everything going on is how do I make my next dollar in the cloud go further than my last dollar? Because I know I'm gonna be there, I know I'm gonna be growing in the cloud, so how do I effectively use it to run my business going forward? >>All right, take a minute to explain Spot now part of NetApp. What's the story? What take us through for the folks that aren't familiar with the journey, where it's come from, where it's today? >>Sure. So SPOT is all about cloud optimization. We help all of our customers deploy scale and optimize their applications in the cloud. And what we do is everything from VMs to containers to any type of custom application you want to deploy, we analyze those applications, we find the best price point to run them, we right size them, we do the automation so your DevOps team doesn't have to do it. And we basically make the whole cloud serverless for you at the end of the day. So whatever you're doing in the cloud, we'll manage that for you from the lowest level of the stack all the way up to the highest level financials. >>Is this what you call the evolved cloud state? >>It is in the evolve clouds a little bit more, and Ronan can touch on that a little bit too. The Evolve clouds not only the public cloud but also the cloud that you're building OnPrem, right? A lot of big companies, it's not necessarily a hundred percent one way or the other. The Evolve cloud is which cloud am I on? Am I on an OnPrem cloud and a public cloud or am I on multiple public clouds in an OnPrem cloud? And I think Ronan, you probably have an opinion on that too. >>Yeah, and and I think what we are hearing from our customers is that many of them are in a situation where a lot of their data has been built for years on premises. They're accelerating their move to the cloud, some of them are accelerating, they're moving into multiple cloud and that situation of an on-prem that is becoming cloudy and cloudy all the time. And then accelerated cloud adoption. This is what the customers are calling the Evolve cloud and that's what we're trying to support them in that journey. >>How many customers are you supporting in this Evolve cloud? You made it seem like you can just turnkey this for everyone, which I am here >>For it. Yeah, just to be clear, I mean we have thousands of customers, right? Everything from your small startups, people just getting going with a few VMs all the way to people scaling to tens and thousands of VMs in the cloud or even beyond VM services and you know, tens of millions of spend a month. You know, people are putting a lot of investment into the cloud and we have all walks of life under our, you know, customer portfolio. >>You know, multi-cloud has been a big topic in the industry. We call it super cloud. Cause we think super cloud kind of more represents the destination to multi-cloud. I mean everyone has multiple clouds, but they're best of breed defaults. They're not by design in most cases, but we're starting to see traction towards that potential common level services fix to late. See, I still think we're on the performance game now, so I have to ask, ask you guys. Performance has becoming back in VO speeds and feeds back during the data center days. Well, I wouldn't wanna talk speeds and feeds of solutions and then cloud comes in. Now we're at the era of cloud where people are moving their workloads there. There's a lot more automation going on, A lot more, as you said, part of the decision. It is the path. Yeah. So they say, now I wanna run my workloads on the better, faster infrastructure. No developer wants to run their apps on the slower hardware. >>I think that's a tall up for you. Ronan go. >>I mean, I put out my story, no developer ever said, give me the slower software performance and and pay more fast, >>Fastest find too fastest. >>Speed feeds your back, >>Right? And and performance comes in different, in different parameters, right? They think it is come throughput, it comes through latency. And I think even a stronger word today is price performance, right? How much am I paying for the performance that that I need? NetApp is actually offering a very, very big advantage for customers on both the high end performance as well as in the dollar per performance. That is, that is needed. This is actually one of the key differentiator that Fsx for NetApp on top is an AWS storage based on the NetApp on top storage operating system. This is one of the biggest advantages it is offering. It is SAP certified, for example, where latency is the key, is the key item. It is offering new and fastest throughput available, but also leveraging some advanced features like tiering and so on, is offering unique competitive advantage in the dollar for performance specifically. >>And why, why is performance important now, in your opinion? Obviously besides the obvious of no one wants to run their stuff on the slower infrastructure, but why are some people so into it now? >>I think performance as a single parameter is, is definitely a key influencer of the user experience. None, none of us will, will compromise our our experience. The second part is performance is critical when scale is happening, right? And especially with the scale of data performance to handle massive amounts of data is is becoming more and more critical. The last thing that I'll emphasize is again is the dollar for performance. The more data you have, the more you need to handle, the more critical for you is to handle it in a cost effective way. This is kind of, that's kind of in the, in the, in the secret sauce of the success of every workload. >>There isn't a company or person here who's not thinking about doing more faster for cheaper. So you're certainly got your finger on the pulse With that, I wanna talk about a, a customer case study. A little birdie told me that a major US airline recently just had a mass of when we're where according to my notes response time and customer experience was improved by 17 x. Now that's the type of thing that cuts cost big time. Can one of you tell me a little bit more about that? >>Yeah, so I think we all flew here somehow, right? >>Exactly. It's airlines matter. Probably most folks listening, they're >>Doing very well right now. Yes, the >>Airlines and I think we all also needed to deal with changes in the flights with, with really enormous amount of complexity in managing a business like that. We actually rank and choose what, what airline to use among other things based on the level of service that they give us. And especially at the time of crunch, a lot of users are looking through a lot of data to try to optimize, >>Plus all of them who just work this holiday weekend sidebar >>E Exactly right. Can't even, and Thanksgiving is one of these crunch times that are in the middle of this. So 70 x improvement in performance means a loss seven >>Zero or >>17 1 7 1 7 x Right? >>Well, and especially when we're talking about it looks like 50,000, 50,000 messages per minute that this customer was processing. Yes. That that's a lot. That's almost a thousand messages a second. Wow. I think my math tees up there. Yeah. >>It does allow them to operate in the next level of scale and really increase their support for the customer. It also allows them to be more efficient when it comes to cost. Now they need less infrastructure to give better service across the board. The nice thing is that it didn't require them for a lot of work. Sometimes when the customers are doing their journey to the cloud, one of the things that kind of hold them back is like, is either the fear or, or maybe is the, the concern of how much effort will it take me to achieve the same performance or even a better performance in the cloud? They are a live example that not only can you achieve, you can actually exceed the performance that I have on premises and really give customer a better service >>Customer a better service. And reliability is extremely important there. 99.9%. 99% >>99. Yes. >>Yes. That second nine obviously being very important, especially when we're talking about the order of magnitude of, of data and, and actions being taken place. How much of a priority is, is reliability and security for y'all as a team? >>So reliability is a key item for, for everybody, especially in crunch times. But reliability goes beyond the nines. Specifically reliability goes into how simple it is for you to enable backup n dr, how protected are you against ransomware? This is where netup and, and including the fsx for NETUP on top richness of data management makes a huge difference. If you are able to make your copy undeletable, that is actually a game changer when it comes to, to data protection. And this is, this is something that in the past requires a lot of work, opening vaults and other things. Yeah. Now it becomes a very simple configuration that is attached to every net up on top storage, no matter where it is. >>We heard some news at VMware explorer this past fall. Early fall. You guys were there. We saw the Broadcom acquisition. Looks like it's gonna get finalized maybe sooner than later. Lot of, so a lot of speculation around VMware. Someone called the VMware like where is VMware as in where they now, nice pun it was, it was actually Nutanix people, they go at each other all the time. But Broadcom's gonna keep vse and that's where the bread and butter, that's the, that's the goose that lays the Golden eggs. Customers are there. How do you guys see your piece there with VMware cloud on AWS that integrates solution? You guys have a big part of that ecosystem. We've covered it for years. I mean we've been to every VM world now called explorer. You guys have a huge customer base with VMware customers. What's the, what's the outlook? >>Yeah, and, and I think the important part is that a big part of the enterprise workloads are running on VMware and they will continue to run on VMware in, in, in the future. And most of them will try to run in a hybrid mode if not moving completely to the cloud. The cloud give them unparallel scale, it give them DR and backup opportunities. It does a lot of goodness to that. The partnership that NetApp brings with both VMware as well ass as well as other cloud vendors is actually a game changer. Because the minute that you go to the cloud, things like DR and backup have a different economics connected to them. Suddenly you can do compute less dr definitely on backup you can actually achieve massive savings. NetApp is the only data store that is certified to run with VMware cloud. And that actually opens to the customer's huge opportunity for unparalleled data protection as well as real, real savings, hard savings. And customers that look today and they say, I'm gonna shrink my data center, I'm gonna focus on, on moving certain things to the cloud, DR and backup and especially DR and backup VMware might be one of the easiest, fastest things to take into the cloud. And the partnership betweens VMware and NetApp might actually give you >>And the ONAP is great solution. Fsx there? Yes. I think you guys got a real advantage here and I want to get into something that's kind of a gloom and doom. I don't have to go negative on this one, Savannah, but they me nervous John. But you know, if you look at the economic realities you got a lot of companies like that are in the back of a Druva, Netta, Druva, cohesive rub. Others, you know, they, you know, there's a, their generational cloud who breaks through. What's the unique thing? Because you know there's gonna be challenges in the economy and customers are gonna vote with their wallets and they start to see as they make these architectural decisions, you guys are in the middle of it. There's not, there may not be enough to go around and the musical chairs might stop or, or not, I'm not sure. But I feel like if there's gonna be a consolidation, what does that look like? What are customers thinking? Backup recovery, cloud. That's a unique thing. You mentioned economics, it's not, you can't take the old strategy and put it there from five, 10 years ago. What's different now? >>Yeah, I think when it comes to data protection, there is a real change in, in the technology landscape that opened the door for a lot of new vendors to come and offer. Should we expect consolidation? I think microeconomic outside and other things will probably drive some of that to happen. I think there is one more parameter, John, that I wanna mention in this context, which is simplicity. Many of the storage vendors, including us, including aws, you wanna make as much of the backup NDR at basically a simple checkbox that you choose together with your main workload. This is another key capabilities that is, that is being, bringing and changing the market, >>But it also needs to move up. So it's not only simplicity, it's also about moving to the applications that you use, use, and just having it baked in. It's not about you going out and finding a replication. It's like what Ronan said, we gotta make it simple and then we gotta bake it into what they use. So one of our most recent acquisitions of Insta Cluster allows us to provide our customers with open source databases and data streaming services. When those sit on top of on tap and they sit on top of spots, infrastructure optimization, you get all that for free through the database that you use. So you don't worry about it. Your database is replicated, it's highly available, and it's running at the best cost. That's where it's going. >>Awesome. >>You also recently purchased Cloud Checker as well. Yes. Do you just purchase wonderful things all the time? We >>Do. We do. We, >>I'm not >>The, if he walk and act around and then we find the best thing and then we, we break out the checkbook, no, but more seriously, it, it rounds out what customers need for the cloud. So a lot of our customers come from storage, but they need to operate the entire cloud around the storage that they have. Cloud Checker gives us that financial visibility across every single dollar that you spend in the cloud and also gives us a better go to market motion with our MSPs and our distributors than we had in the past. So we're really excited about what cloud checker can unlock for us in >>The future. Makes a lot of sense and congratulations on all the extremely exciting things going on. Our final and closing question for our guests on this year's show is we would love your, your Instagram hot take your 32nd hot take on the most important stories, messages, themes of AWS reinvent 2022. Ronan, I'm gonna start with you cause you have a smirk >>And you do it one day ahead of the keynotes, one day ahead with you. >>You can give us a little tease a little from you. >>I think that pandemic or no pandemic face to face or no face to face, the innovation in the cloud is, is actually breaking all records. And I think this year specifically, you will see a lot of focus on data and scale. I think that's, these are two amazing things that you'll see, I think doubling down. But I'm also anxious to see tomorrow, so I'll learn more about it. >>All right. We might have to chat with you a little bit after tomorrow. Is keynotes and whatnot coming up? What >>About you? I think you're gonna hear a lot about cost. How much are you spending? How far are your dollars going? How are you using the cloud to the best of your abilities? How, how efficient are you being with your dollars in the cloud? I think that's gonna be a huge topic. It's on everybody's mind. It's the macro economics situation right now. I think it's gonna be in every session of the keynote tomorrow. All >>Right, so every >>Session. Every session, >>A bulk thing. John, we're gonna have >>That. >>I'm with him. You know, all S in general, you >>Guys have, and go look up what I said. >>Yeah, >>We'll go back and look at, >>I'm gonna check on you >>On that. The record now states. There you go, Kevin. Thank both. Put it down so much. We hope that it's a stellar show for Spotify, my NetApp. Thank you. And that we have you 10 more times and more than just this once and yeah, I, I can't wait to see, well, I can't wait to hear when your predictions are accurate tomorrow and we get to learn a lot more. >>No, you gotta go to all the sessions down just to check his >>Math on that. Yeah, no, exactly. Now we have to do our homework just to call him out. Not that we're competitive or those types of people at all. John. No. On that note, thank you both for being here with us. John, thank you so much. Thank you all for tuning in from home. We are live from Las Vegas, Nevada here at AWS Reinvent with John Furrier. My name is Savannah Peterson. You're watching the Cube, the leader in high tech coverage.

>> (Narrator) From around the globe. It's theCUBE, with digital coverage of AWS re:Invent 2020, sponsored by Intel, AWS and our community partners. >> Welcome to theCUBEs coverage of AWS re:Invent 2020, the digital version, I'm Lisa Martin. I've got a CUBE alumni with me here, now Ronen Schwartz joins me from NetApp, the SVP and GM of Cloud Volumes. Ronen it's nice to see that you're doing well and healthy. >> Thank you, I'm glad to join you, even though it's virtually, I hope it will be fun as well. >> Oh yes it will, and that's one of the nice things with this time that we're all trying to figure out if we have technologies like this to be able to still engage with partners with customers, and there's been so much innovation that's gone. So I'd love to get your perspective on what's going on with them. I know you guys had NetApp Insight just a few weeks or a month or so ago, but talk to me about kind of some of the things that you're seeing in the market from a cloud adoption perspective. >> So cloud adoption is actually not new. What we're saying is a continuous acceleration of the cloud adoption, you know, we kind of started by the fact that we are remote and they think definitely, the pandemic, the need to work, remote engage remotely and so on, and actually even accelerated the adoption of cloud, that's something like that could, even exist, I think what we are saying the NetApp in the market in general is very fast adoption of cloud, the movement of the core services, core workloads into the cloud and organization that are not just adopting cloud, but actually innovating in the cloud faster than ever. >> What's been some of the conversations like with customers, cause I know, you know, we've talked a lot about this in the last nine months, this acceleration of digital transformation and customers needing to pivot multiple times, not just survive during this time period or keep the lights on, but really be able to thrive, and push their business forward. Talk to me about some of the customer conversations you're having, is this more of a business level conversation, right now with respect to moving to cloud from a strategic standpoint, because as every business suddenly had to, everyone got to work from home, that was a big shift. >> It is a major shift and it's also for some organization it's a very un-trivial change that needs to happen to the cadence of doing a business to them, to the specific setting, and then, I think we all as individual kind of feel the change, right, I sometimes have like this huge urge to sit with my team and kind of whiteboard, what needs to happen next. And then it will be different to do it, when it is a virtual whiteboard, but if I take it into the conversation that we're having with customers, I think customers have moved from the first few months when it was really about survival, and how do I make the basic things work and ensure continuity, into the place that organization are looking to leverage the change and increase the increasing innovation, increase the transformation they've already been going through, when it comes to these things I really want, there's a really good article from AWS that I want to share, that is really talking about, the six r's of cloud adoption. And, I really like that as an analogy because it talks about the fact that when you have cloud applications, you have the opportunity to rehost, when you lift and shift, then, you have the opportunity to replatform really designed them from the cloud, from scratch, you have the ability to refactor the applications, meaning that you're actually adopting certain cloud component. And in some cases you are actually repurchasing or retiring applications. And in some places, you just retain them on-premise. So I think organizations are looking into their current situation and they're basically choosing their strategy, not their strategy of adopting the cloud, but their strategy of how to move specific workloads into the cloud. >> Right to be, to take advantage of many things, including cost optimization. So talk to me about the NetApp partnership, you guys have been partners with AWS for seven plus years now, NetApp Cloud Volume Platform for AWS, talk to me about that. >> So, none of it's been a long-term partner of AWS and that data is in the core of the cloud business and basically moving data to the cloud, is also a super important, and NetApp is a company that has been a leader in cloud and data services, in general has been there from almost day one. We have been billing, did the capabilities from the cloud volumes NetApp to the cloud volume service, which is a native service in AWS in the last few years. Basically our latest announcement that we made in, in our Insight event is putting all of that in a single platform, the clouds volume and the cloud volumes platform, and that basically optimizing it for the AWS users, meaning that the user with no additional effort can store data, receives it, access to the data and the performance needed for the right application, but also enjoy out of the box data services, like backup, like disaster recovery, like compliance, and like caching and so on, really giving the different use cases, the full support needed. >> What are some of the changes in use cases that you've seen? Now, we talk about compliance. We just had another expansion of the California consumer privacy act on our ballot, during the last general election. We've seen ransomware on the rise. So talking about backup has been a big topic. Talk to me about some of those use cases that are shifting that you see that NetApp is helping customers address. >> This is an excellent question and they know sometimes people treat storage as infrastructure, but the truth is that the data on that storage is actually one of the most important assets that has moved into the cloud and really building your data fabric with the right level of governance and insurance, where everybody is a really important thing. We just talked about like all of this acceleration of moving into the cloud. What that means is that the core data services are no longer optional. They could not be left to a specific implementation desire or no desire, they have to be built into the platform and kind of be insured in a continuous way. >> Absolutely that data is gold or the new oil, if companies can protect it, secure access it and make sure that they can actually extract insights. So, and as we talk about and Gartner and analysts like show the projections of the volumes of data, just growing and growing and growing. And now we've got companies that have gone from maybe 100% on-site operations to maybe a hundred percent remote. We've got the expansion of cloud and the edge. There's a lot of changes going on there. And one of the things that we do know that's happening from an IT perspective, is it's getting more complex. So, talk to me about now, how you're working with customers to make things simpler as data volumes grow and as they're adjusting to a New World. >> So, sometimes maybe this is my opportunity to definitely correct one of the thinkings that some of the AWS customers might have NetApp, which is, it's focused about storage only, the truth is that, there is a variety of services around the infrastructure that we'll go way beyond storage. I kind of mentioned in my last answer, a few of them like disaster recovery, like backup and we just started to touch upon compliance the ability to understand the data that is moving into the cloud, the exposure to PII, PCI, and how does it fit the different regulations. But NetApp is also offering optimized computing, with our spot, with basically our spot acquisitions, but by NetApp technology, we're also offering the full virtual desktop service. And at least the last one is kind of the perfect example. If you would like to empower a thousand people to get their virtual desktops available, it has become a matter of a single click and full automation is giving you, not only the virtual desktop, but also a dedicated storage that is optimized for that. So we're looking into a variety of services, all of them optimize to work on the AWS cloud, all of that with, out of the box, very easy configuration that empower everybody to basically do the right thing in the clouds. >> So when you're in customer situations and conversations, which I know you still are obviously virtually, and you're saying that, you know, we want to make sure that we really clarify, the NetApp has evolved dramatically since 1992, we've been talking about that for a long time. I used to work at NetApp and marketing back in the day, but when you're having this customer conversations, I actually know let's give me a customer, an example of some successful customers who really understand, the value of the full breadth of value that NetApp delivers, especially in AWS environments. >> I would divide the customers buy in a high-level into three categories. You're seeing the basically application developers with a goal to deliver their application, as fast as possible. And then, they're not only, their need is not just to do it as fast as possible, but they're trying to do it in the most efficient cost effective way possible. So, the NetApp conversation with them is how can infrastructure empower them to do things better, faster, and cheaper, and then, there is actually a list of these capabilities that are supporting them very, very well. An example would be that today, a lot of the new developments are done, especially by the cloud native, are done leveraging Kubernetes. So NetApp is giving you Kubernetes optimized storage, Kubernetes say monitoring and resource optimization, and also of the ocean capabilities, the scalability to manage and optimize your containers. So this is kind of one group that developers group, and there is actually thousands of these customers, that are leveraging NetApp on AWS to deliver that. I think the second group is central IT and central IT has a really tough job these days. They need at the same time to support the innovation as we discussed on the first use case, but also the lift and shift and move of that critical applications. When we're looking at, when we're talking to central IT, we're guaranteeing to them the same latency or close as possible latency, the same performance, the same scale that they had on premise and even more in the cloud. So this is what allows, the largest customers in the world to move their SAP from on-premise to the cloud. Really them, I think that the top five and then, at least five of the top 10 SAP applications are leveraging the NetApp as part of their cloud journey. Another example, and maybe the third example, is that it's basically organization where they are putting an innovation in the cloud in parallel to their existing with their on-premise example, there I think one of our reference customers is Blackboard the vendor that is offering something very relevant these days, which is remote learning and capabilities like that. Well they've actually built a very extensive on-premise environment. A lot of their new capabilities, a lot of the innovation is delivered in the cloud where scale is faster, the resources are available, are much easier, but they still need the power of the best of breed and storage technology. They still are looking for cost effective optimization. And this is where NetApp is helping them. >> How do you kind of bridge their different groups you talked about, the developer groups and what they need and what they expect, and a regular world versus central IT, whose job as you said, is now more challenging with this spread. How does the NetApp help those two groups come together and really evaluate the opportunities that this new situation provides and how NetApp can help them accelerate that? So this is basically where the platform capabilities are playing their role, the developer and also the DevOps organization are able to consume the right capabilities that they need in order to get their job faster, both central IT can go into the same platform and basically manage it from security, from backup, from disaster recovery and from performance general performance perspective, including very easy that built-in automation to move, and the entire application from the 2QIA and into production. So the ability of basically the different users to have an optimized experience, when the developers are looking for productivity, time to market, maybe even the cost effectiveness DevOps is looking for the automation, the agility and basically the life cycle and then central IT is looking to optimize costs into the overall resourcing and really delivering it to multiple groups. Single platform gives you everything in one place, >> Make it sound so easy. So last question is, as we go into the year 2021, remember that joke last year, everyone said 2020 it's hindsight, we going to know everything, I think care to forget a whole bunch of things, but as we move forward, and I think we're all counting on the clock changing and bringing in good things, we've seen a lot of change, we've also seen a lot of opportunities uncovered, and you've talked about some of those. Talk to me about some of the things that NetApp and AWS customers can expect next year. >> So we've been innovating together very, very fast. If I just look into the last few months then, you've seen AWS pushing and outposting to the market as kind of the edge of the cloud. NetApp has been an early partner of that kind of coming together and saying that and really offering the best storage as part of outpost. I think what you'll is the, as we go into 2021 is, the foster innovation and the expansion of the offering is going to continue into 2021. The things that both AWS and NetApp already have in progress are kind of ensuring that, so that wouldn't be a big risk for me to share that I can already see the pipeline as it comes to, as it is going into the customer. I think the second thing that you would see is a lot of focus on optimization and a lot of that optimization done automatically for the customer without the customer needs, without the customer need to proactively define and set things, I think it is a very, very strong trend. We're both set optimization for scale, optimization for performance, optimization for costs are kind of built into the offering. I think as we're scaling into the cloud, you'll see significant growth in the amount of offerings coming from vendors, including NetApp and AWS, but also increased consumption of the customers that are, we'll expect more and more of it to be automatic. I think the last thing that I think we are going to see accelerating in 2021 is system of record moving into the cloud. Innovation has already done in a cloud first approach in almost all cases. That's what we're going to see is significant acceleration in the amount of system of records, moving and moving into the cloud analytics, moving into the cloud, and we're going to see it done by mainstream companies in a very, very large scale. >> Lots of things to look forward to. Ronen, thank you for joining me on theCUBE today and sharing what's the latest updates with NetApp and AWS, any opportunities for your customers. We appreciate your time. >> Thank you, Lisa, it was a pleasure to meet you virtually. >> Likewise, maybe sometime at some event we'll come back and we'll get to meet in person, I hope so. For Ronen Schwartz, I'm Lisa Martin, you're watching theCUBE.

(upbeat music) >> Live from Las Vegas, it's theCUBE. Covering Informatica World 2019. Brought to you by Informatica. >> Welcome back everyone to theCUBE's live coverage of Informatica World. I'm your host, Rebecca Knight. We have two guests for this segment. We have Ronen Schwartz. He is the senior vice-president and general manager, Big Data Cloud and Data Integration at Informatica. Welcome Ronen, Welcome back, Ronen. >> Yes, pleasure to be here. Welcome to Informatica World. >> Thank you. And we have Daniel Jewett, VP Product Management at Tableau. Thank you so much for coming on theCUBE. >> Thank you for the welcome, Rebecca. Happy to be here. >> Yes So there's some big news that's going to be announced later today. Tell us about the partnership with Tableau and Informatica. I Want to start with you, Ronen. >> Yes, So Tableau been an amazing innovator in the area of data visualization, analytics. I think more than all they've actually opened the ability for more people to use data. And Informatica have been very excited to partner with Tableau on this journey of how do we empower more users, more company, to become data driven. So I think very exciting partnership. A lot of innovation. A lot of great capabilities. >> So we hear so much about the explosion of data and how much its use is being just across the enterprise. More and more functions are using data to make their decisions. How does this impact the strategic importance of data? >> Yeah, absolutely. Well, the relationship with Informatica for us has become important over the years as that data has exploded. Right, it used to start off, you had a spreadsheet of some numbers and you wanted to try and understand what was in there and Tableau helped you with that. But then as data lake started coming on the scene and not just a single data lake but multiple feeds of data and streaming data and data's here, and data all over in Europe, and data's wherever it happens to be, that becomes a real challenge for the individuals who have some questions about data. So Tableau's only as good as the data that we can get our hands on. So to have a great partner like Informatica, who can marshal and rationalize where all that data is is a valuable partnership for us to have. >> And it's really about data governance but then also about democratization of data and analytics. Want to talk about that a little bit, Ronen? >> Yes, so I think democratization of data actually depends on your ability to have built-in governance. So that the users are using the right data at the right time. And the organization actually understands what is available where. I think this is actually one of the sweet spots for the partnership. >> Right. >> Actually, the ability of Tableau with a very easy interface to allow everybody to really work with data and the ability of Informatica to enable everybody to get the data in a governed way when you can actually control the quality and the availability of the data is actually our sweet spot as partners. >> There's some real tension there between the democratization and the governance side, right? So from a business user's perspective, democratization means, I want to use that data and I want to start working with it. From a business user's perspective governance, typically means no. IT says you can't use that data or you can't have it or it's too complicated for you. So to be able to break that down and say no. Data catalog and some of the tools from Informatica make the data available in an accessible and friendly manner and understandable manner, is what enables the democratization to happen. So it's kind of turning that "no" into a "yes, let me help you", which is a big difference. >> And how is that relationship between IT and the business side? How would you say that it has evolved in recent years as there is more of a push and pull between these two functions. >> Yes, it's definitely evolved over the years. So as Ronen said, we have been working for a long time. I think we officially became partners back in 2011. There was probably some tension out of a lot of accounts between the IT camp and the business camp and we were always the flag bearers of the business users As we've seen over the years, business users get frustrated by untrusted data and not being able to find data. So as the IT organizations have helped bridge that gap I would like to think we're helping put that olive branch in between the two. The two camps have companies with the products working together. >> I think, imagine that instead of IT actually being on the way of people using data. IT is really giving the power to find the right data to the business users. And this is actually, instead of, like, the user really, working really really hard to get the data, now it's in their fingertip. They can find it. And when they find it, they can use it all the way from the source into Tableau in a very very easy way. >> And trust it. >> And trust it. >> The value add >> The veracity, exactly. >> I can find a lot of data easily but most of it is not trustworthy and I don't know if I want to do my analysis on untrustworthy data. So to be able to trust that data that I've come across is really important. >> We're talking a lot about AI and machine learning here. How do those two concepts, ideas, approaches, methodologies play into Tableau's vision? >> For Tableau, we've always been the company that wants the human as part of the process, right? We think people are curious and we want them to explore that data and work with that. So, at first glance you might think AI and machine learning doesn't fit in with that but we think there's really a powerful way for it to do it. Instead of a machine learning solution handing you the answer, we want the machine solution to say, we think there's something interesting here that you should go explore more. So that's the angle that we're putting our investment in. >> So putting the human into these tech >> Human still needs to be >> Human centered >> in the loop >> machine learning. >> and the machine can help coach you along the right way to make those inferences around the data. >> Final question. We're talking a lot about the skills gap. It is a pressing problem in the technology industry. Ronen, I'm going to start with you. How much does this keep you up at night? And what are you doing to ensure that you have the right technical and business talent to fill the open roles you have on your team? I think, I don't know if, I probably answer it in a relatively unique way. I think one of our job as a vendor is actually to empower more users to do more complex tasks, actually without the necessity to build a huge skill set. And I think today, especially in this event, a lot of the clear AI technologies really coming to give user that are less skill a lot of power. And this is actually a critical thing in order to address the new needs, right? So the needs will continue to grow. The demand is going to continue to grow. We believe that a big part of answering the demand versus supply is by empowering new users to participate in an effective way within the integration, data management analytics space. So we're making a major major effort there. But we're also adding a lot of guided, a lot of advice, a lot of optimization that is done for the users automatically so the users are more effective. I still think that the need for talent is only going to grow. It's not just a growth in the data. It's the growth in the demand for data and the growth in the demand for good data. So I think a lot of enablement, a lot of investment in people, and the technology to actually empower more users. >> Daniel? >> Yeah so for us part of the onus is on us to make the software easy enough to use and understandable for the audiences that are coming across it. So there's really no reason why everybody can't be an analyst. They might be afraid of that title but you're all working with data. You're looking at your phone, You're looking at your steps, You're looking at everything. Data. It's as simple as that. But data comes across your landscape in a lot of ways. So it's up to us to make the analytic flow as easy as we can and understandable as we can. But it's also up to us to help grow the skills. You can only make it so easy 'cause sometimes doing analytic task and working with data is just hard. There are complicated things. So what can we do to uplift the skills? We do a lot with Tableau for teaching and trying to nurture education programs all the way from K to 12, and up in universities to try and seed the universities' and elementary school instructors to start introducing the concepts of working with data at early ages. And then in college, there's whole classes that people use Tableau in to help understand the analytic process. So it's a little step and it's a forward looking step. The payoff won't be for many years until those people get into the workforce. >> We're starting them young. (laughing) >> But you have to. >> Mommas, teach your babies data science. >> Absolutely. (laughing) >> Daniel, Ronen, Thank you both so much for coming on theCUBE. It's been a great conversation. >> Excellent, >> Thank you. >> thank you, Rebecca. >> I'm Rebecca Knight, we will have much more of theCUBE's live coverage of Informatica World 2019. Stay tuned. (upbeat music)

>> From our studios in the heart of Silicon Valley, Palo Alto, California. This is a CUBE Conversation. >> Hi everyone, welcome to this CUBE Conversation here in Palo Alto, I'm John Furrier. Host of theCUBE here in theCUBE studios. I'm joined with Ronen Schwartz. Senior Vice President and General Manager of Data Integration and Cloud Integration at Informatica, CUBE alumni, been on multiple times, here to do a preview round. Informatica World coming up as well as just catch up. Ronen, great to see you. >> Really happy to see you, you guys have a beautiful place here in Palo Alto. >> I know you live right around the corner so I'm expecting to see you come on multiple times and come in and share your commentary, but I want to get your thoughts, it's been a couple of months since we last chatted, interesting turn of events. If you go back just, you know, September of last year, and then you had Amazon Reinvent. They announced Outpost, multi-cloud starts hitting the scene, first it was hybrid. First it was all public cloud. But now the realization from customers is that this is now a fully blown up cloud world. It's cloud operations, it's just public cloud for unlimited cloud natives activity, on premise for existing workloads, and a complete re-architecture of the enterprise. >> Yes, and I think from Reinvent to Google Next just a week before, I agree with you. It's a world of hybrid and a world of multi-cloud. I think a lot of exciting announcements and a lot of changes, I think from my perspective what I see is that the Informatica customers are truly adopting cloud and hybrid and as data is growing, as data is changing the cloud is the place that they actually address this opportunity in the best way. >> So I know we've talked in the past. Your title is Data Integration, Cloud Integration. Obviously integration is the key point. You're starting to see APIs going to a whole other level, with Google they had acquired Apogee, which is an API marketplace, but with microservices and service meshes and Kubernetes momentum you're starting to see the advent of more programmability. This is a big trend, how is that impacting your world? Because at the end of the day you need the data. >> Yes, it actually means that you can do more things with the data in an easier way and also it means that you can actually share it with more users within the enterprise. I think that especially the whole ability to use containers, and Kubernetes is a great example of how you can do it, it's actually giving you unparalleled scale, as well as simplicity from the obstruction perspective. And it allows more and more developers to build more value from the data that they have. So data is actually in the core. Data is the foundation, and really a lot of this new technology allows you to build up from the data more valuable capabilities. I'm really happy that you're mentioning Apogee because one of the things that Google and Informatica notice together is the need for API to actually leverage data in a better way, and we strike a very strategic partnership that has gone into the market in the last few months allowing every user of Informatica Ipaas to basically publish APIs in a native experience from the Informatica Ipass directly to Apogee and vice versa, everything that you build in Informatica Cloud is basically automatically an API inside Apogee, so users get more value from data faster. >> So can you give an example, 'cause I think this is one of the things we saw at Google as a tell sign or the canary in the cole mine whatever trend parameter is that end to end CICD pipe lining, seamless execution in any environment seems to be the trend. What you're kind of getting at is this kind of cross integration, can you give an example of that Informatica Cloud to Apogee example of benefit to the customer or use case and why that's important. >> Yes, definitely, so if I'm a retailer or a manufacturer, I'm actually looking into automate processes. There is nothing better than deleting the Ipaas from Informatica to actually automate process anything from order to cash or inventory validation or even next best recommendation coming from some AI in the backend. Once you have created this process exposing this process as an API is actually allowing multiple other services. Multiple other capabilities to very easily leverage that, right, so this is basically what we're doing, so what an individual in the retailer is doing is they're actually defining this process of order to cash, and then they're publishing it as an API in one click, at that stage anybody anywhere can very very easily consume that API and basically use this process again and again. >> And that means what? Faster execution of application development? >> It means faster execution of application development. It also means consistency and basically scale so now you don't need to redevelop that. It's available as an API, you can reuse it again and again, so you do it in a consistent way, when you need to update you need to change, you need to modernize this process you modernize it once and use it again and again. >> Sorry to drill down on kind of the unique use case here, but this points to the integration challenges out there and the opportunities. Mentioned Google Next, Google Cloud. You've got a relationship with Amazon. This is part of your strategy for ecosystem. This is critical, integration is becoming Amit Walia was saying that you can compose. Have that foundation for the data and you compose your applications, but if you got to have a lot of composition, you need to have integration points, that's going to be either APIs or some sort of glue layer. This is huge, this is like the entire thesis of cloud architecture. >> Right, and the reality that our customers are facing is basically irrelative from multi-cloud, they will use a best of breed cloud for CRM, a best of breed cloud for ERP as well as a best of breed cloud for their data warehouse, their databases as well as their analytics, AI, et cetera. In that world, the only thing that is kind of common across this cloud is the data. And if you're actually able to allow the data to reside in the best place but you keep the metadata managed centrally by software like the one at Informatica is giving you are getting the best of breed of all of these offerings without actually paying a fine for that. >> So you guys are in a lot of magic quadrants out there in terms of categories of leadership and focus on data from day one. As you talk about your ecosystem, can you explain what that means because you're also an ecosystem partner of cloud players but you also have your own ecosystem. Talk about the ecosystem, how is it laid out? What's the update, what are some of the momentum points, can you share just an overview of how that's all happening? >> Yes, definitely, so when we're looking into our partnership with Microsoft Azure, with AWS, with JCP, we're not talking about just Informatica supporting the technologies that they build, we're talking about Informatica supporting the technologies that they're building as well as their ecosystem of partners. We're talking about an end-to-end solution that supports the entire ecosystem. What that actually translates to is Informatica building services that are giving best of breed experience for users within this cloud environment and really giving you the full power of data management integration, data quality. Master data management, data security. Data catalog across all of this cloud. In a way you're right, we can look at it in the same way as like we have an ecosystem and in that ecosystem we're seeing a lot of strategic partners that are very very large, definitely all of these cloud scales are key partners for us and for our customers, but we're also seeing a huge amount of smaller, innovative vendors that are joining this ecosystem, and Informatica World in May 20th is a great place to come and actually see these vendors. We're actually showing for the first time our AI and cloud ecosystem in one place and these vendors are coming and they're showing how are they leveraging Informatica technology to basically bring new value in AI, in machine learning, in analytics to their customers. If you ask me, like, what is Informatica doing to help them, we're basically making the data available in the best way for their offering, and that kind of allowed them to focus on their innovation rather than how do they work in the different places. >> Rowen, you got ahead of me on the Informatica World question, but you just brought it out, you're doing an innovation. Let's talk about Informatica World. Because again, this data, there's a lot of sessions, so you do the normal thing. We've covered multiple years there. Integration's the key point, what are, why should someone come to Informatica World if they're a customer or a prospect? Now, you mentioned the AI zone. What's the core theme that you're going to be seeing there from your group and from the company? >> Informatica World this year is an amazing place for people to come and see the latest that happens within the cloud and hybrid journey, a great place to actually see next generation analytics and all the innovation there, it is a great place to see customer 360 and master data management and how can that change your organization as well as an amazing place to see data security and data privacy and a lot of other innovations around data. But I would actually say that it's great to see everything that Informatica can share with you. It is a better place to see what our customers and our partners are sharing. And especially from a partnership perspective Informatica World 2019, you're actually going to see leaders from Google, you're going to see leaders from Microsoft, you're going to see leaders from AWS, the people that are leading the best data warehouses in the world the best analytics in the world as well as innovators like DataRobot and Databricks that are changing the world and are actually advancing technology very very fast. >> And the AI zone, there's a cloud and AI zone. I've seen them, I know it's here from the prep. What does that mean, what's someone, AI's going to be hot, I think that's a big theme. Getting clarity around, as Amit kind of shared with us on a previous interview. AI's hot because automation kind of left the blocking and tackling. But the value of creation is going to come from using the data, where's the, and it's not integrated, you can't get the data in. If it's not integrated, you can't leverage machine learning, so having access to data makes machine learning get great. The machine learning gets great, AI is great. So tell us what's going on with it. Give a little sneak preview. >> It's actually amazing what we can do leveraging the iron machine learning today, right? I wake up in the morning and I say Alexa, good morning, and I actually get back what's the weather and what's happening. I'm getting into my car, Google is telling me how fast will I get to the office or the first meeting. I left to come here and I knew exactly what's the best route to take. A lot of that is actually leveraging AI and machine learning, I think it's not a secret that the better your data is the better the machine can learn from the data. And if your data is not good, then learning can actually be really really bad. You know, sometimes I can use, like with my kids. If their learning books are bad, there's no way that they can actually get to the right answer. The same as data, data is so critical. What we're seeing is basically data engineers, data operation becoming a super strategic function to make AI and machine learning even possible. Your ability to collect enough data to make sure that the data is ready and clean for AI and machine learning is critical. And then once the AI and machine learning eventually contributed the automation, the decision making, the recommendation, you have to put it back in to the data pipes so that you are actually able to leverage them to do the right thing. >> You know, you, I think you nailed this one. We've talked about this before but I think more important than ever, data cleansing or data cleaning was always an afterthought in the old data warehouse world where well, we're not getting the answers we wanted so you kind of have to fail to figure out that the data sucks so you had to get the data to be better, now it's much more acute in the sense that people realize that you need quality data so there's now new capabilities to make sure there's a process for doing that on the front end, not on the back end. Talk about that dynamic, because this is something that is critical in the architecture, and how you think about data pipe-lining, data management, the things that you guys do, this is an important trend. Take a minute to explain that. >> Yes, I totally agree with you and I think that the rise of the importance of data quality, and it actually is coming also as part of the pattern of data governance and we want to make sure that the processes exist to make sure that the data that we make available for our AI research, for analytics, for our executives and data workers that this data is really the right data is critical. To actually support that, what we are seeing is people defining data governance process. What are the steps that the data needs to go before it is actually available for the next step? And what is nice today is that this is not people that the data needs to go through. These are processes, automation, that can actually drive data quality, it goes from things that are very very basic. Let's remove duplicate data, but also into the fact that you actually identify anomalies in the data and you ask the right questions so that that data doesn't go in. >> Is this the kind of topics that people will hear at Informatica World? >> Definitely, they will hear about how they can actually help the organization get the data right so that machine learning automation, and hyper growth is actually possible. >> You're excited about this market, aren't you? >> Super excited, I mean I think each and every one of us, we're going to see a lot of innovation coming out and I consider myself lucky that data is actually in the center of all of this innovation and that we're actually able to help the customers and our partners be successful with that. >> Yeah, you and I were talking before you came on camera, I wish I was 23 again right now, this is a great time to be in tech, everything's coming together. You got unlimited compute, machine learning's rocking and rolling, everyone's all kinds of diverse areas to play on, it's kind of intoxicating to be in this environment, isn't it? >> I totally agree, and I will add one additional thing to the reasons, agility. Like the fact that it all is available at your fingertip, and you can actually achieve so much with very little patience is really really amazing. >> This compose ability really as the new developer modernization renaissance. It's happening. >> Yes, yes, and as we usually say it all starts from the data. >> Okay, Ronen Schwartz, we're talking Informatica World but getting an update on what's going on because data integration, cloud integration, this is the number one activity people are spending their time on. You get it right, there's huge benefits. Ronen, thanks for coming in and sharing your insights, appreciate it. >> Hey, my pleasure. >> Okay, this is theCUBE, here for CUBE Conversation here in Palo Alto, California at theCUBE headquarters, I'm John Furrier Thanks for watching. (jazz music)

(upbeat electronic music) >> Live from Las Vegas, it's theCUBE, covering AWS re:Invent 2018. Brought to you by Amazon Web Services, Intel, and their ecosystem partners. >> Hey, welcome back everyone! This is theCUBE's live coverage here in Las Vegas for Amazon Web Services re:Invent. I'm John Furrier with Lauren Cooney, your hosts here at theCUBE. You got two sets. We have a great guest, CUBE alumni Ronen Schwartz, who's the senior vice president and general manager of Cloud, Big Data and Data Integration for Informatica. As you know, we cover their events. Great to see you. >> Great to see you as well. >> So, one thing that jumps out me here at this show, and I want to get your reaction right out of the gate is, Amazon's scale is unprecedented. And they're using that scale to create differentiation and competitive advantage. This is something that's familiar to you guys. You guys have scale with your data. Big data at scale now is something that's become, I won't say en vogue, it's popular because people are now obviously seeing I need to do better with my data. I need a data platform. No data platform, I'm not successful. Your thoughts. >> I think you're absolutely right, and scale is the key word for customer to be successful. And I truly believe that the cloud is offering this ability of infinite scale and who better than Amazon to actually demonstrate that. We definitely have a lot of customer that are demonstrating scale in a repeatable mode. One of my favorite statistics about Informatica cloud is the fact that the amount of data that we process actually doubles every six months. And every time when I look into the number, the number now is five trillion records in a month. Every time I look at the numbers, I say-- >> In your cloud? >> Just going through our cloud, right? And I'm looking at this number and I'm saying like, can we really double it once again? So far in the last five years, that had actually been a statistic, so, I agree with you, scale is part of the game. >> Talk about what you guys are doing here at re:Invent this year. Obviously your partnership has been there for a while. What's you guys announcing? What's the story? What's the conversation this week for Informatica? >> Informatica is announcing here a solution that we build together with AWS and Tableau, really introducing next generation analytics. If you had want to modernize the way you look and work with data, you actually can get a best-of-breed integration, a data catalog, together with a modern data warehouse in the cloud from Amazon, and basically Tableau, Tableau Cloud, to reach out self-service. All of that could be now started in one button, everything is already integrated, working, optimized for customers, new and existing, to really get value from their data. >> And the future of your business is what? Fill in the blank. The future of Informatica is blank. Fill in the blank. >> Enterprise cloud data management. Really supporting customers in a data-driven, in a data-driven world. Helping customer navigate that, the huge transformation that is happening now with the market with data. >> Ronen, what do you think about Amazon moving up the stack? Obviously there's a lot of services you've seen. Redshift, Kinesis, Aurora, all these are new. Give me those, not just EC2 anymore, although they're touting a lot of EC2, they have the big groundbreaking news around the satellites. It's called, Ground. Something earth's. Satellite provisioning. Ground Station. The provisioning connectivity. So your data's going to get more foam. They're going to create more edge data. >> Right, the world for IT is changing in an unbelievable way. And I do think that Amazon is changing it, some of it is in the upmarket, but they are changing the way operations works, they are changing the way the backend is working. And you're right, I mean, any way, from trucks that go with data to satellites, they are changing the way people work. >> There's kind of changes to the edge, but they're also highlighting analytics, right? Machine learning, AI, this is something that you guys have been doing as well. It's going to put more emphasis on analytics and automation. How does that affect your business? How do you talk to your customers saying, what does this mean for me? I'm an Informatica customer. >> For Informatica, the more data the customer have, the more data the end users are enabled to use, the more business it is for us. It actually means that data is more important. Data is more important means that data management is more important, and this is really where we help customer get value. >> So I have a question, and this is kind of a clarification. So are you talking about when your customers consume, or can understand their data? So is it information or is data? >> You're touching a really important point, which is the difference between raw data and basically valuable data, information, and conclusion. Informatica is helping the customer from identifying the data, discovering the right data, all the way into improving the data with data quality, with normalization, et cetera, all the way to the place that the data is ready to be investigated. To become information. And basically this is our role, and it actually complements really, really nicely the real changes that are happening with the storage, with analytics, analytics and scale. And definitely with the rise of AI, people are not just looking backwards into what the data mean in the past, they actually trying to leverage data in order to guess and understand what will happen going forward. >> So can you give me a use case? Like a customer use case that you have. Understanding that you may or may not be able to talk about a specific customer, but just in general. >> Let me give you a few examples. One of my favorite examples is a lot of the medicines hae been discovered by a practitioner, usually a doctor, identifying something that happened to two of his patients. But the human memory in a single practitioner, like a doctor, that he can remember what happened a few months back, a few years back, for only his patients. Informatica, actually together with AWS, is supporting MD Anderson in a massive implementation of a data lake that collects what happens to millions of patients from hundreds and thousands of hospitals, so that you can actually identify repeatable patterns that can lead to new medicine and new investigation. >> It's also faster innovation because that's when you're running through that data to get the results from the clinical studies and things like that. That is tremendous. That would really increase the speed there. >> You're absolutely right. The next part of that is actually, how do you make innovation faster? This is instead of human beings connecting the dots, machine learning, AI, and other advanced methodologies that help you identify, basically, these patterns. These unique situation that actually can drive somebody to invent a new medicine, it can drive somebody else to sell more effectively, a third-party to do maintenance better, and so on. >> So have you thought about pushing the business a little bit further and innovating with a customer? Co-creation and things along those lines. >> Innovate with the customer, sorry, can you repeat? >> Innovation with a customer. Once they are kind of turning the data into information, and are you looking at co-creating with your customers? Is that something that you're into? >> So Informatica is actually making sure that the data that is driving the innovation is the right data, in the right shape, in the right quality, and is available for the innovation. The innovation that is driven from the data is where tools like AWS, AI, and machine learning, the data warehousing, and others, are actually being leveraged. >> Okay. >> Talk about the update on Amazon's relationship. You guys have had a partnership with them. Is there any updates? What's the current status? >> Definitely. So Informatica basically empowers all of its customers to run any of their Informatica implementation on AWS without any additional cost, and so on. What we have done in the last few years is more than that. We actually helped them optimize how they're running existing workloads, leveraging the power of cloud, or to scaling, automatic performance adjustment, scale up and scale down, in a very effective way. And what we're doing right now to get together with AWS is actually empowering customer to drive migration of data to the cloud. Helping customer identify security and vulnerabilities on the data layer. All of that in an automated way. Where I want to end it up is that today if you're leveraging any of the Amazon data services, any of the storage, et cetera, Informatica is offering an optimized way to bring data from on-premise, from other clouds, to AWS. >> The data catalog is a dream for AI and machine learning. Really, if you think about it, if the brains are going to be in the cloud, data catalog is kind of like the connective tissue. >> I totally agree. I mean it's actually interesting that the classical bottleneck which was compute is actually disappeared. (John laughing) You have an infinite amount of power to compute. Even your ability to have access to advance algorithms, and so on, has been resolved. They're all available as a service to be used. However, these sophisticated, really bright AI users, they're, you're right, they're bottleneck is can I find that data that is needed for me for my algorithm? Can I make sure this data is the right data? The data catalog, or Informatica enterprise data catalog, the catalog don't just go to one place, but to the whole enterprise, is key to reach good AI. >> The FBI just talked today. A big speech this morning at Teresa Carlson's event. They can't put the pieces together on these investigations fast enough for the bad guys because of the database problem. They need to have the catalogs to these data lakes, they need the AI, they need the compute. You guys got it all! Ronen, thanks for joining us. Thanks for sharing your insights again. >> Thank you. >> Hey, my pleasure, really exciting show. A lot, a lot of exciting news. >> Great to see you. >> Thank you. >> All the stuff we talked about three years ago is happening now! Informatica, check it out! Of course theCUBE covers Informatica's events. I do a lot of hosting there. I'm here with Lauren Cooney, here at Amazon re:Invent. Wall-to-wall coverage, three days of programming. Stay with us for more after this short break. (futuristic beep) (futuristic electronic music)

>> Live from New York, it's theCUBE covering theCUBE New York City 2018. Brought to you by SiliconANGLE Media and its ecosystem partners. (techy music) >> Welcome back to the Big Apple, everybody. This is theCUBE, the leader in live tech coverage. My name is Dave Vellante, I'm here with my cohost Peter Burris, and this is our week-long coverage of CUBENYC. It used to be, really, a big data theme. It sort of evolved into data, AI, machine learning. Ronan Schwartz is here, he's the senior vice president and general manager of cloud, big data, and data integration at data integration company Informatica. Great to see you again, Ronan, thanks so much for coming on. >> Thanks for inviting me, it's a good, warm day in New York. >> Yeah, the storm is coming and... Well, speaking of storms, the data center is booming. Data is this, you know, crescendo of storms (chuckles) have occurred, and you guys are at the center of that. It's been a tailwind for your business. Give us the update, how's business these days? >> So, we finished Q2 in a great, great success, the best Q2 that we ever had, and the third quarter looks just as promising, so I think the short answer is that we are seeing the strong demand for data, for technologies that supports data. We're seeing more users, new use cases, and definitely a huge growth in need to support... To support data, big data, data in the cloud, and so on, so I think very, very good Q2 and it looks like Q3's going to be just as good, if not better. >> That's great, so there's been a decades-long conversation, of course, about data, the value of data, but more often than not over the history of recent history, when I say recent I mean let's say 20 years on, data's been a problem for people. It's been expensive, how do you manage it, when do you delete it? It's sort of this nasty thing that people have to deal with. Fast forward to 2010, the whole Hadoop movement, all of a sudden data's the new oil, data's... You know, which Peter, of course, disagrees with for many reasons. >> No, it's... >> We don't have to get into it. >> It's subtlety. >> It's a subtlety, but you're right about it, and well, maybe if we have time we can talk about that, but the bromide of... But really focused attention on data and the importance of data and the value of data, and that was really a big contribution that Hadoop made. There were a lot of misconceptions. "Oh, we don't need the data warehouse anymore. "Oh, we don't need old," you know, "legacy databases." Of course none of those are true. Those are fundamental components of people's big data strategy, but talk about the importance of data and where Informatica fits. >> In a way, if I look into the same history that you described, and Informatica have definitely been a player through this history. We divide it into three eras. The first one is when data was like this thing that sits below the application, that used the application to feed the data in and if you want to see the data you go through the application, you see the data. We sometimes call that as Data 1.0. Data 2.0 was the time that companies, including Informatica, kind of froze and been able to give you a single view of the data across multiple systems, across your organization, and so on, because we're Informatica we have the ETL with data quality, even with master data management, kind of came into play and allowed an organization to actually build analytics as a system, to build single view as a system, et cetera. I think what is happening, and Hadoop was definitely a trigger, but I would say the cloud is just as big of a trigger as the big data technologies, and definitely everything that's happening right now with Spark and the processing power, et cetera, is contributing to that. This is the time of the Data 3.0 when data is actually in the center. It's not a single application like it was in the Data 2.0. It's not this thing below the application in Data 1.0. Data is in the center and everything else is just basically have to be connected to the data, and I think it's an amazing time. A big part of digitalization is the fact that the data is actually there. It's the most important asset the organization has. >> Yeah, so I want to follow up on something. So, last night we had a session Peter hosted on the future of AI, and he made the point, I said earlier data's the new oil. I said you disagreed, there's a nuance there. You made the point last night that oil, I can put oil in my car, I can put oil in my house, I can't do both. Data is the new currency, people said, "Well, I can spend a dollar or I can spend "a dollar on sports tickets, I can't do both." Data's different in that... >> It doesn't follow the economics of scarcity, and I think that's one of the main drivers here. As you talk about 1.0, 2.0, and 3.0, 1.0 it's locked in the application, 2.0 it's locked in a model, 3.0 now we're opening it up so that the same data can be shared, it can be evolved, it can be copied, it can be easily transformed, but their big issue is we have to sustain overall coherence of it. Security has to remain in place, we have to avoid corruption. Talk to us about some of the new demands given, especially that we've got this, more data but more users of that data. As we think about evidence-based management, where are we going to ensure that all of those new claims from all of those new users against those data sources can be satisfied? >> So, first, I truly like... This is a big nuance, it's not a small one. (laughs) The fact that you have better idea actually means that you do a lot of things better. It doesn't mean that you do one thing better and you cannot do the other. >> Right. I agree 100%, I actually contribute that for two things. One is more users, and the other thing is more ways to use the data, so the fact that you have better data, more data, big data, et cetera, actually means that your analytics is going to be better, right, but it actually means that if you are looking into hyperautomation and AI and machine learning and so on, suddenly this is possible to do because you have this data foundation that is big enough to actually support machine learning processes, and I think we're just in the beginning of that. I think we're going to see data being used for more and more use cases. We're in the integration business and in the data management business, and we're seeing, within what our customers are asking us to support, this huge growth in the number of patterns of how they want the data to be available, how they want to bring data into different places, into different users, so all of that is truly supporting what you just mentioned. I think if you look into the Data 2.0 timeframe, it was the time that a single team that is very, very strong with the right tools can actually handle the organization needs. In what you described, suddenly self-service. Can every group consume the data? Can I get the data in both batch and realtime? Can I get the data in a massive amount as well as in small chunks? These are all becoming very, very central. >> And very use case, but also user and context, you know, we think about time, dependent, and one of the biggest challenges that we have is to liberate the data in the context of the multiple different organization uses, and one of the biggest challenges that customers have, or that any enterprise has, and again, evidence-based management, nice trend, a lot of it's going to happen, but the familiarity with data is still something that's not, let's say broadly diffused, and a lot of the tools for ensuring that people can be made familiar, can discover, can reuse, can apply data, are modestly endowed today, so talk about some of these new tools that are going to make it easier to discover, capture, catalog, sustain these data assets? >> Yeah, and I think you're absolutely right, and if this is such a critical asset, and data is, and we're actually looking into more user consuming the data in more ways, it actually automatically create a bottleneck in how do I find the data, how do I identify the data that I need, and how am I making this available in the right place at the right time? In general, it looks like a problem that is almost unsolvable, like I got more data, more users, more patterns, nobody have their budget tripled or quadrupled just to be able to consume it. How do you address that, and I think Informatica very early have identified this growing need, and we have invested in a product that we call the enterprise data catalog, and it's actually... The concept of a catalog or a metadata repository, a place that you can actually identify all the data that exists, is not necessarily a new concept-- >> No, it's been around for years. >> Yes, but doing it in an enterprise-unified way is unique, and I think if you look into what we're trying to basically empower any user to do I basically, you know, we all using Google. You type something and you find it. If you're trying to find data in the organization in a similar way, it's a much harder task, and basically the catalog and Informatica unified, enterprise-unified catalog is doing that, leveraging a lot of machine learning and AI behind the scenes to basically make this search possible, make basically the identification of the data possible, the curation of the data possible, and basically empowering every user to find the data that he wants, see recommendation for other data that can work with it, and then basically consume the data in the way that he wants. I totally think that this will change the way IT is functioning. It is actually an amazing bridge between IT and the business. If there is one place that you can search all your data, suddenly the whole interface between IT and the business is changing, and Informatica's actually leading this change. >> So, the catalog gives you line-of-sight on all, (clears throat) all those data sources, what's the challenge in terms of creating a catalog and making it performant and useful? >> I think there are a few levels of the challenge. I chose the word enterprise-unified intelligent catalog deliberately, and I think each one of them is kind of representing a different challenge. The first challenge is the unified. There is technical metadata, this is the mapping and the processes that move data from one place to the other, then there is business metadata. These are the definition the business is using, and then there is the operational metadata as well, as well as the physical location and so on. Unifying all of them so that you can actually connect and see them in one place is a unique challenge that at this stage we have already completely addressed. The second one is enterprise, and when talking about enterprise metadata it means that you want all of your applications, you want application in the cloud, you want your cloud environment, your big data environment. You want, actually, your APIs, you want your integration environment. You want to be able to collect all of this metadata across the enterprise, so unified all the types, enterprise is the second one. The third challenge is actually the most exciting one, is how can you leverage intelligence so it's not limited by the human factor, by the amount of people that you have to actually put the data together, right? >> Mm-hm. >> And today we're using a very, very sophisticated, interesting logarithm to run on the metadata and be able to tell you that even though you don't know how the data got from here to here, it actually did get from here to here. >> Mm-hm. >> It's a dotted line, maybe somebody copied it, maybe something else happened, but the data is so similar that we can actually tell you it came from one place. >> So, actually, let me see, because I think there's... I don't think you missed a step, but let me reveal a step that's in there. One of the key issues in the enterprise side of things is to reveal how data's being used. The value of data is tied to its context, and having catalogs that can do, as you said, the unified, but also the metadata becomes part of how it's used makes that opportunity, that ability to then create audit trails and create lineage possible. >> You're absolutely right, and I think it actually is one of the most important things, is to see where the data came from and what steps did it go to. >> Right. >> There's also one other very interesting value of lineage that I think sometimes people tend to ignore is who else is using it? >> Right. >> Who else is consuming it, because that is actually, like, a very good indicator of how good the data is or how common the data is. The ability to actually leverage and create this lineage is a mandatory thing. The ability to create lineage that is inferred, and not actually specifically defined, is also very, very interesting, but we're now doing, like, things that are, I think, really exciting. For example, let's say that a user is looking into a data field in one source and he is actually identifying that this is a certain, specific ID that his organization is using. Now we're able to actually automatically understand that this field actually exists in 700 places, and actually, leverage the intelligence that he just gave us and actually ask him, "Do you want it to be automatically updated everywhere? "Do you want to do it in a step-by-step, guided way?" And this is how you actually scale to handle the massive amount of data, and this is how organizations are going to learn more and more and get the data to be better and better the more they work with the data. >> Now, Ronan, you have hard news this week, right? Why don't you update us on what you've announced? >> So, I think in the context for our discussion, Informatica announced here, actually today, this morning in Strata, a few very exciting news that are actually helping the customer go into this data journey. The first one is basically supporting data across, big data across multi-clouds. The ability to basically leverage all of these great tools, including the catalog, including the big data management, including data quality, data governance, and so on, on AWS, on Azure, on GCP, basically without any effort needed. We're even going further and we're empowering our user to use it in a serverless mode where we're actually allowing them full control over the resources that are being consumed. This is really, really critical because this is actually allowing them to do more with the data in a lower cost. I think the last part of the news that is really exciting is we added a lot, a lot of functionality around our Spark processing and the capabilities of the things that you can do so that the developers, the AI and machine learning can use their stuff, but at the same time we actually empower business users to do more than they ever did before. So, kind of being able to expand the amount of users that can access the data, wanting a more sophisticated way, and wanting a very simple but still very powerful way, I think this is kind of the summary of the news. >> And just a quick followup on that. If I understand it, it's your full complement of functionality across these clouds, is that right? You're not neutering... (chuckles) >> That is absolutely correct, yes, and we are seeing, definitely within our customers, a growing choice to decide to focus their big data efforts in the cloud, it makes a lot of sense. The ability to scale up and down in the cloud is significantly superior, but also the ability to give more users access in the cloud is typically easier, so I think Informatica have chosen as the market we're focusing on enterprise cloud data management. We talked a lot about data management. This is a lot about the cloud, the cloud part of it, and it's basically a very, very focused effort in optimizing things across clouds. >> Cloud is critical, obviously. That's how a lot of people want to do business. They want to do business in a cloud-like fashion, whether it's on-prem or off-prem. A lot of people want things to be off-prem. Cloud's important because it's where innovation is happening, and scale. Ronan, thanks so much for coming on theCUBE today. >> Yeah, thank you very much and I did learn something, oil is not one of the terms that I'm going to use for data in the future. >> Makes you think about that, right? >> I'm going to use something different, yes. >> It's good, and I also... My other takeaway is, in that context, being able to use data in multiple places. Usage is a proportional relationship between usage and value, so thanks for that. >> Excellent. >> Happy to be here. >> And thank you, everybody, for watching. We will be right back right after this short break. You're watching theCUBE at #CUBENYC, we'll be right back. (techy music)

>> Narrator: Live from Las Vegas, it's The Cube! Covering Informatica World 2018. Brought to you by Informatica. >> Welcome back, everyone. We're live here in Las Vegas at the Venetian. This is Informatica World 2018. This is The Cube's exclusive coverage. I'm John Furrier, cohost of The Cube, with Peter Burris, my cohost for the past two days. Wall-to-wall coverage. Our next two guests are Ronen Schwartz, SVP's Junior Vice President, General Manager, Big Data Cloud, and Data Integration for Informatica; and John MacIntyre, who's the product management for Azure Sequel Data Warehouse with Microsoft. Part of the big news this morning on the keynote is the relationship between Microsoft Azure Cloud and Informatica. Welcome back, welcome to The Cube! Thanks for coming! >> Yeah, it's good to be here. >> So great to have you guys on, we were looking forward to this interview all morning, all day. We heard about the rumor of the news. Let's jump into it. But I want you to highlight the relationship, how you guys got here, because it's not just news, it's not just an announcement. There's actually code, shipping, product integration, push button, console, it's cloud, it's real cloud, hyper cloud. >> John: Yeah, yeah, absolutely. >> It's a real product. >> John M.: Absolutely. >> Yeah, definitely, this is correct and I do want to encourage the audience to go directly to the Azure environment, try SQL Data Warehouse and try to load as much data as possible, leverage the Informatica intelligent cloud services. It is, as you said, available today. >> Okay, so explain the product. Let's say you got the Informatica intelligent cloud services on Azure. What is the specific product? Take us through specifically what's happening and what is the impact to customers? >> So if you are a customer and you're looking to get agility, you want to get scale, you want to enjoy the benefits of cloud data warehouse, one of the first barriers that you have is how do I get my data into these new amazing capabilities that I can achieve in the cloud. And I think with this announcement we're simplifying that process and making it really streamlined. From within the same place that you start your new data warehouse, in one click you're actually coming to the strongest IPES that exists in the market and you are able to choose your data source and actually decide what data do you want to move and then in a very simple process, move that data into Azure SQL Data Warehouse. >> John, talk about the ease of use, because one of the things that pops in my head when I think about data is, man it's a pain in the butt. I got to do all this stuff, I got to get it off a storage drive, I got to upload it, I got to set it on a drive, FedEx the drive, whatever. Cloud has to be console based. Talk about that aspect of this deal. >> Well I think, John, you know one of the things that you'll hear from Microsoft is that we want to build the most productive cloud available for customers and when we look at it as Ronen was saying, excuse me, we move data, we get data connected into the Azure cloud and how do we do that in a push button way and so what you'll see through the integration that we've done is that all the way through single sign on, that you can just push a button, build that pipeline, get that data flowing from your on-premises environment and get that into the Azure SQL Data Warehouse with just pushing a few buttons and so what we see is customers are able to really accelerate their migration and movement to the cloud through that productivity. >> And how long has it been in the works for? You guys just didn't meet yesterday and did product integration. Talk about the relationship with Informatica. >> Yeah, we've been working with Informatica for years. Informatica's been a great partner and so we started working on this integration, I think, probably over a year ago and really envisioning what we could do for customers. How do we take all of the really great capabilities that Informatica brings to customers and connect those to the Azure cloud. One of the things that we believe for customers is that customers will live in a hybrid world, at least for some foreseeable time and so how do we enable customers to live in that world, to have their data spread across that world, and get all the lineage, governance, and data management capabilities that you need as an enterprise in this world and that's one of the great things that Informatica brings to the table here. >> And Microsoft, your ethos too is also your, seems to be and you can confirm this if it's true or not, to be open for data portability. >> John M.: Yeah. >> Certainly, GDPR has certainly a huge signal to the market that look, no one's going to fool around with this. Data's at the center of the value proposition. It has to move around. >> That's right. And so when we think about data, data interoperability, data portability, recently we introduced Azure Databricks as a GA service on Azure and so we've already done data interoperability across our relational data warehouse products as well as the Databricks products, so Spark and Spark runtimes can interoperate and have data access with the relational warehouse and the relational warehouse can load into Spark Clusters and so we see this giving customers the freedom to move their data and have their data in places that they need them as critical for them to be successful. >> Ronen, let me just get specific on the news here a second. The product is GA or preview, or? >> The product is in preview and it will be fully GA'd in the Q3 time frame, hopefully the middle toward the end of Q3. Customer can start experiencing with the product today and they will actually see us adding more and more capabilities to this experience even before the GA. >> What are some of the things the customers have been asking for? I know you guys do a lot of work on the product side with the customers so I want to ask the requirements that you guys put together on defining this product. What were some of things that were their pain points that you're solving and was it the ease of use, was it part of the plan of enterprise cataloging? Where did you guys come down when you did your PRD, or your requirements and all this stuff? >> So we've been working with customers and with partners for the last few years over their journey to adopt cloud and I think what we've seen is part of the challenges of adopting cloud was where do I start? How do I figure out what data should I move to the cloud first? What is actually going to be impacted by me doing this? One impact you touch which is security and privacy. Am I putting something in risk? Am I following the company policies? But other things is like, what other system are depending on this data to exist here and so when I move to the cloud, am I actually changing my overall enterprise data architecture? Where Informatica have been focusing, especially with the new catalog capabilities is in really giving the enterprise the full picture of the data. If data is the most important asset that you have, we're actually trying to map it for you, including impact analysis, including relationship dependencies. What we're trying to simplify is actually choosing the right data to move to the cloud and actually dealing with rest of the impact that is happening when you're adopting cloud fast. I think cloud is bringing an amazing premise. We want to make it really, really easy. This latest announcement is actually touching the experience itself, how can a customer go from starting a new data warehouse to bringing the data to the data warehouse. I think we are now making it even simpler than ever before. >> So one of the challenges that enterprises have overall is that they're so few people who really understand how to build these pipelines, how to administer these pipelines. Data scientists are not, the numbers are not growing fast. Microsoft also is an enormously powerful ecosystem itself. Do you anticipate that by doing IICS in this relationship way that your developers can actually start incorporating higher, more complex, more higher value data services in a simple way so that they can start putting it into their applications and reduce the need for those really smart people at large and small companies? >> I mean, I think what we want to get to is this notion of self-service data. And to Ronen's point, but that data has to be governed, that data has to be protected, you need to know that you can trust that data, you can trust the source of that data, (coughs) excuse me, you know that you can make decisions from that data, but we hear from customers is they really want IT and these specialists to get out of the way of the business. And so they want to enable their workforce to actually do data production, to say I can create a data set that I can actually make decisions around. I know the lineage of that data set, I know the quality of that data set, and I know where it's appropriate to go use that data set. It could be for data science. It could be for a data engineer to go pick up and use for another pipeline, or it could be for a business analyst. But I think with this partnership, what we're really focusing on is how do we accelerate that productivity for those people who are discovering the data, managing the data, and then those that can then build these data streams and build these data sets that can be consumed inside an organization. Now I think to your point, once we do that, we believe that we will see a proliferation of analysis and higher level advanced analytics on top of that data. What we're hearing from customers is the challenge isn't necessarily getting machine enlargening services up and running or doing advanced analytics or building models and training models. Yes there is a narrow set of people that go and do that, but inordinately what we hear is that customers are spending the bulk of their time, shaping, managing that data, wrangling that data, getting that data in a form that it can actually be consumed and I think this partnership-- >> A lot of prep work. >> Yeah, a ton of prep work. >> Talk about the dynamic. We've been hearing on The Cube here, certainly, and also out in the industry, that 80% of the time spent managing all this stuff, you guys have a value proposition of caching all the metadata so you can get a clear view and customers, we had Toyota on earlier, said we had all the data, we just actually made all these mistakes because we didn't connect it all. What you guys are doing, coming from Ronen, you're going to bring all of the Microsoft tools to the table now, so I'm a customer, the benefit to me is I get to leverage the power, BI stuff or whatever is coming down the pipe, whatever tools you have in your ecosystem, on-prem and also in the cloud, is that? >> Absolutely and so things like PowerApps going to be an ability with no code, low code experiences to actually go build intelligent applications, build things like sales oriented applications, recruiting oriented applications, and leverage that data, that is really what we want to unlock for enterprises and for data professionals. >> What do you think the time will be, just ballpark, ballpark order of magnitude, time to, that you're going to save on the setup? If 80% is industry benchmark people throwing around, but say 80% is wrangling setup, 20% analysis. What do you guys see the impact with something like the intelligent cloud service with Azure? >> Ronen, you can speak to what you're seeing already from some of the customers, but I think even from what we saw this morning in the keynote, we're cutting down the time dramatically in terms of, from identifying what data has value and then actually getting that, moving into Azure, what you saw in less than 10 minutes today would take days if not weeks to actually get done without these tools-- >> So significant number, big number? >> John M.: Yeah, absolutely. >> And I think there are actually two parts to people going through the adoption. One is the technology of moving the data, but the other one that is even, I think, a bigger barrier and sometimes even more important is can I actually just discover and identify the data and can I actually get all the metadata needed so that I can get the approval or I can get personally comfortable with the data that I'm choosinng. I think this cost now is actually being eliminated and that is actually going to allow more people to consume more data even faster, but I do agree that I think the demo speaks better than anything else, got a lot of good-- >> John F.: A few clicks and you're there, got some great props on Twitter, saw some great tweets. The question that begs next is now that I got a pipeline and automating, all this stuff's going on, console based and cataloging all this great stuff, AI, machine learning involved, where, is there, did you guys put the secret sauce in some of the tech? I mean, can you share what's under the hood at all? (laughs) Or is that the secret sauce? >> So, I can not steal some of the demos of tomorrow, but I think you will-- >> Yes you can. (laughs) >> Come on, tell us. >> But I think you will see an interesting AI driven interface-- >> That's a yes. >> From Microsoft working very interestingly with the catalog to drive intelligence to the users, so we will definitely demo it tomorrow on stage. >> John F.: So that's a yes. >> Yes, the answer is yes. >> But I want to build on this because I asked a question about whether or not developers are going to get access to this. If I have a platform that allows me to build very, very complex, but very rich, in a simple way, pipelines to data, I have a catalog that allows me to discover data, sustain knowledge about that data as the data changes over time, and I have a very simple way of setting that up and running it through an Azure cloud experience, can I anticipate that over time certain conventions for how data gets established, gets set up, organized, formats, all that other stuff, starts to emerge as a combination of this partnership so that developers can go into an account and say, okay so we're going to do this for you, oh, you have customer data, you have this data, I want to be able to grab that and make it part of my application. Isn't that where this goes over time? >> Yes, yes, in a very substantive way. I think we're also looking at it from, you'll have stay tuned on the Microsoft side, but we're working towards looking at data entities, business entities, and how do we enrich those entities and to your point, where do they get enriched in that data pipeline and then how do they get consumed and how do they get consumed in a way where we're expressing the data model, the schema, the lineage, and all of these things in a way that's very discoverable for those consuming that data, so they understand where it's coming from so that people, so we look at this partnership in terms of getting that data, getting that data more enriched, and getting that data more consumable in a standard way for application developers. Again, it could be those building intelligent applications, it could be those building business applications and there's a whole set of tools-- >> Or some as-yet-undefined class of applications that are made possible because it's easier to find the data, acknowledge the data, use the data. >> John M.: Yeah, absolutely. >> If we had more time, I'd love to drill down on the future with Microservices, containers, Kubernetes, all the cool stuff that's going on around cloud native. I'm sure there's a lot of head room there from a developer standpoint. Final question is, extending the partnership. Is there a go to market together? Are you guys taking it to the field? What's the relationship with Microsoft, your ecosystem, your developers, your customers, and Informatica? >> Yeah, we're doing a lot of joint go-to-market. Today already we've been doing a lot all the way up to this announcement and I think you'll see that increase based on this announcement. I don't know if Ronen you want to talk about specific things we're doing. >> Yeah, I think the success with the customer is already there and there is actually a really nice list of customers here that are mutual customer of ours doing exactly these scenarios. We'll make it easier for them to do it from now on. >> Yep. >> From a go-to-market perspective, we have a really nice go-to-market motion where the sales teams are actually getting aligned. The new visible integration will make it even easier for them. >> Yeah, this really hits a lot of the sweet spot, multi-cloud, hybrid cloud, truly data-driven, ease of use, getting up and running. Congratulations, Ronen, great job. John, great to see you. Here inside The Cube, putting all the data, packing it, sharing it out over the airwaves and over the Internet. Just The Cube, I'm John Furrier, Peter Burris, thanks for watching. Back with more live coverage. Stay with us for more coverage here at Informatica World 2018, live in Las Vegas. We'll be right back. (soft electronic music)

(upbeat electronic music) >> Announcer: Live from San Francisco, it's theCUBE, covering Informatica World 2017, brought to you by Informatica. >> Hey, welcome back, everyone. We're here live in San Francisco for a special presentation, exclusive coverage from theCUBE here at Informatica World 2017, our third year of covering the transformation of Informatica. And they need a bigger boat. Things are getting bigger, more data, tsunami's coming. I'm John Furrier with theCUBE with my co-host, Peter Burris, General Manager of Wikibon Research at wikibon.com. Check out all their great research from cloud, infrastructure, and big data, a lot of great stuff certainLy around IoT. Our next guess is CUBE alumni, Ronen Schwartz, fourth time on theCUBE, getting up there. Amit Walia is seven. He's your boss. >> Yeah, I'll let him win for the time being at least, yes, but I'm looking forward to seeing you in re:Invent in New York later this year. >> We love (mumbles). Thanks for coming on. We really want to get down and dirty real quick. Cloud obviously is the hottest thing. You guys kind of made a good strategic bet a few years ago, kind of being multicloud. That's the buzz word now. That seems to be the positioning for most folks as they start going hybrid. It's a gateway to multicloud. Still a lot of work to be done certainly in certain areas, latency and other things that are going to be worked on, but as an evolution, it's certainly the vector. And I want to get your thoughts because now, data is the most valuable commodity and precious resource. It's the heartbeat. >> Yes. So I think first of all, the world has moved from a world of cloud to a world of clouds. NDS is actually very, very important because if you look into the Informatica bet into the cloud, then more than 10 years ago, to know that the cloud and that Salesforce is going to lead this revolution is brilliant. But we have made a few early bets that are also very, very significant. I, for example, was a speaker in the first re:Invent from AWS. This is as far as we went to actually adopt their trend of building a full platform as a service in the cloud. And we have been betting very early on Microsoft Azure and now on Google and many of the other vendors there that are kind of leading the way into the new generation of analytics, into the things that are possible to do with data. So I think it's actually, as an early bet, it was very, very smart followed by a few other early recognition of the trends and the possibilities, all of them allowing you to bring data into the center. And to add just one last anecdote on that, I think in the world of clouds, when your application are residing in different clouds and so on, data is almost the only center of gravity that you have. I'm really happy that we are in this place to support these customers keeping this asset and bringing it into its full value. >> Well, that's great comment here. I want to get to the cloud Google announcement. You guys are mentioned in there. Spanner is now globally available. It was the hot thing at Google Next, the cloud conference actually here in San Francisco. But I want you to take a minute, Ronen, for the audience to just simplify Informatica's strategy vis-a-vis the cloud. How do you guys interact with the cloud? Just simply lay out the relationship that Informatica and your technology and offering is vis-a-vis the cloud, because a customer may have, I've got Amazon for this. I'm kicking the tires on Google. I use Azure for this. So you're starting to see some swim lanes with respect to early deployments, but how do you guys interface with the different clouds? >> I think in general, we should divide the term cloud at least into two or three groups. I'll use three for this analysis. I think we should look into cloud application or SaaS as they're called. These are vendors that are depending on data coming to them from the on premise from other clouds to really give the users the ability to work within the application. And then the second group is really the platform as a service. These are vendors that are supporting your ability to move your processes, your execution, your data storage, and really, your full operation, your full IT operation into the cloud. And then I think the third group is those vendors that deliver only the infrastructure as a service. If you look into these all three groups, and I include the analytics vendor in the first group, in the application or SaaS group, when you look into all of these groups, they all depend on data. Data is the lifeline of the application. It is also the lifeline of the platform. It's a key thing that every platform needs. Informatica want to play a key role in actually empowering the data to be part of all of these clouds in an efficient and effective way. To do that from a product strategy, what we're doing is we're delivering a broad best of breed set of integration and data management product that are all supporting this move to the cloud, the move of data across clouds, data quality, master data management and building this center of gravity of data. All of these products are built as part of a single platform and that single platform have four layers of capabilities. The first and the most fundamental one is connectivity. You have to be able to connect to all of these clouds as well as the on premise applications. The second layer is basically the layer of execution. You have to be able to process things in the right way, leveraging the open source technologies or chosen technologies. And basically, what we're announcing in a, the third layer, sorry, is the management and monitoring that you have to do. Especially when you work in a distributed environment, it's a different level of the problem. The fourth one which we are focusing in a big way in this event is really the layer of unified enterprise metadata and as we just announced, the artificial intelligence and intelligence that this can bring. We now call it CLAIRE. We have two terms in mind. One is clairvoyant, the ability to predict what needs to be done by the integration and data management. And the second one, CLAIRE very nicely have AI in the middle. And we really believe that AI and machine learning based on metadata can bring a lot of intelligence into the work of data. And in this event, we're sharing a lot of the stuff that we've been doing in the last three years to empower that, and there is a lot coming in this area. >> So very quickly, you said that it can improve the work of data. >> Ronen: Yes. >> One of the things would be perhaps have a little bit more clarity on overall is you're suggesting that there is a next generation or is there a new way of thinking about data management. What is the new data management? Because clearly, it's not just building a database and administering it. What is the next generation of data management? >> So I think that there are actually four big changes that are happening that are all impacting the data management. I think change number one is the fact that application in the data sources have been shifting from an on premise, inside your data center to a very distributed environment. The second change is that there is a need for additional patterns of integration and data management. It's not just about batch. It's not just about real time. Streaming, IoT, they're bringing a new set of requirements to the field. The third one is that basically, the integration can reside or can run in your control, in a self service mode, an embedded mode, or in the cloud itself. So beyond the endpoint, it can run in different places or the application can run in this place, the integration can do that. But the biggest change of all is the addition of users. There are more users that think they have the right to get data. They depend on data for their daily work. They don't just execute. They execute based on data. And these changes are shifting or shaping the data management world. I can double click on each one of these changes, but I want to double click specifically on the change in the users. The minute that you have very demanding new users that needs data, and they are not data experts, they are not practitioners, you actually have to work really hard in making it really, really simple for them to get the access to the data, to get not just the access to data but to get the access to the right data, and actually to get also very basic things happening to the data without them investing heavy time in doing that. So one of the products that we kind of showed on main stage is our enterprise information catalog. We all get used to the Google experience. We can search the Spanner release that you mentioned earlier and my name, and you'll find us both together. We are doing that for any data in the enterprise. So a naive user can go into a search interface and just type what he's looking for. He's typing, for example, the word customer. He's not just getting, as a return, all the database that have customer inside the field definition or something like that. He's getting all the dataset that fits that domain. How do we figure out the domain? That's where machine learning and AI is making a big difference. You can actually scan massive amounts of data. You can calculate back. You can go into vocabularies and things like that and figure out the domain so that when I'm searching for a customer, getting everything related to a customer domain. A more naive user less familiar with the data is able to get the data that he wants. The second example of AI that I have to share is that even if you chose this data, the minute that you pick it up, we are giving you an Amazon experience, telling you there are actually four other options that you might want to consider. This is a more robust option. This is a more curated option. This is two options that are very popular. And we really try to help you make the intelligent pickup of the right data. >> But through the metadata, you know that there is some semantic consistency across the different options. >> That is correct. And the metadata that we collect is showing the consistency from the technical perspective, but we're also collecting metadata about the users that are using the data or collecting metadata about the operation, how easy, how effective it is to access the data. And we put these four segments of metadata all together to really give the naive user the best experience. The expert almost know where to get the data, but if you want to expand the number of users, you really have to automate in doing all of that. >> Let me build on this. So if we think about modern data management, let me see if I can summarize, we're thinking about a couple of things. First off, in a digital business that is dependent and predicated on the availability of high quality data assets, that's the difference between a digital business and a non-digital business. >> Ronen: That's correct. >> We have to be able to inventory our data assets through metadata. We have to be be able to very, very quickly know and understand how they map to different forms and formats. And we have to be able to understand paths and movement of data through the enterprise. Now talk a little bit about the data movement side because in a digital business, there's a lot of things we can predict and we'll be wrong about most of them. But one thing we can predict is more data and more distributed which says a lot about the increasing importance of intelligent data movement, not just middle (mumbles) it used to be where you're riding the connections but intelligent data movement. Can you talk a bit about that? >> Absolutely, and I think it's a very, very deep observation that you're raising that I don't think most of the audience and most of the customers have already gone through. I think to many customers, the move to the cloud, for example, seems like everything is going to be shifting from one place to the other. You're actually spot on. The true long-term direction is in the multiclouds and in the distribution of data across multiple places. The decision that you as an organization have to pay attention, am I going to work in multiple silos or am I actually going to work in a distributed, but in integrated and an intelligent way, environment. We are definitely pushing very, very hard to enable the second one, intelligent, integrated environment. There are parts in the discovery that are very, very important to do that, but just like you mentioned, there is other parts in the data movement that are just as important. And to do that effectively, it's not enough to just be able, as you were mentioning, to just move the data in the batch mode and so on. You have to really stream the data in certain places so that's it's in real time available in two places. In some other places, when you move the data, you're actually running into the limits of the amount of data that you can move through the pipe so you have to-- >> Peter: Then we'd have latency. >> Exactly, so you have to compress it, move it in the right batches so you are reaching this level of accuracy. And most important is you have to do it intelligently. If you will just move all the data to seven different places so that you have it seven times, this is not a good strategy. So you want to subset it. You want to sort it. You want to get just the important data to the right place at the right time for one scenario. For another scenario, you want to replicate the full data. That's why I mentioned that inside the intelligent data platform, it's really important to support a variety of integration patterns. And that's we are doing, and we're doing it better and better. >> So the Google announcement that was announced today, the public availability of Spanner globally, you guys are mentioned, congratulations, it says here, just want to get your thoughts on this because in preparation for general availability, working closely with their partners, you were mentioned one in of them. And it says, "Now that these partners are in early stages "of cloud Spanner lift and shift," they're passing on their insight. So first, before I get to the lift and shift which I think just means rip and replace but in a different way, that's neither here nor there for now, but what are some of the things you did with Google early on prior to preparation as an integration partner with Google? Because Spanner is a wonderful product. It's horizontally scalable which is the ethos of DevOps. This is a core tenant. So most people go, "Oh, vertically integrated "because of this cloud." You're talking about a new dynamic that is a DevOps ethos, horizontally scalable with data. That's what Spanner does. What are some of the insights you can share with us on the pre general availability of Spanner? >> I think the Google engineering team have done a wonderful job building from the ground up. What you're saying is the dream of every DevOps operation of databases. And I think, indeed, we're seeing it in this industry now, the level of innovation that exists right now is parallel to none. The database industry have been innovating forever, but what we're seeing now is actually-- >> Fast change. >> Ronen: Yes. >> Massive shifts. >> And just like you're saying, this was the dream, and here is the dream actually coming true. >> John: The waves are coming in. Just get on your surfboard, ride the waves. >> Exactly. Exactly. We in Informatica believe that's one of the, even though I'm a product leader, one of the groups in my team is actually responsible for the strategic relationship with ISVs. And the reason we do that is because we believe that the work that we are doing with Salesforce, with AWS, with Microsoft Azure, with Google, and with a few other vendors needs to be long-term strategic view. So we needed to know about Spanner way ahead of the release, way ahead of the beta. So at the time that they are releasing, we are actually ready to support the customer doing that. >> What does it mean to be data ready in terms of integration? You're integration partner as part of the general availability. What's going on with Spanner? Give us some insight. >> So what it basically means is that we actually not only have the connectivity to the new database but we actually have the right set of optimization that are actually very different and unique when it comes to a distributed environment like that. So we are investing not just in getting the connectivity that allow our customer to move the data but actually in optimizing it so that we can support what you were alluding earlier which is can you do it in real time, can you do it faster, can you do it with larger batch, et cetera. So that actually means that Informatica is optimizing the data movement into this environment, optimizing the enterprise level of delivery of integration into this environment. >> Ronen, you're the senior vice president in charge of the whole cloud thing. Congratulations, a good strategy. You've got Amazon Web Services. And looking at their stock price since really 2010, it's been pretty much a hockey stick. That's kind of the demarcation point. 2008, the financial crisis, housing crisis, but 2010, it really kind of changed. I want to get your thoughts on the difference between Informatica now than last year. Obviously, 2010 is really kind of when the wave started, but in the past 12 months, a lot's happened with Informatica. What should people know about what's going on now this year, at this show right now that's different than a year ago? >> I think these are really, really exciting times. And if you ask me what have changed in 12 months, the list is very, very long. I think I may show there a slide, then I think we had to tune down the amount of releases, exactly. But I do want to mention a few things that are very, very significant that are different. I think intelligence is now available not just in a few of our products but actually as a platform capability. Our metadata layer have reached the level of maturity that it's a mandatory thing for every customer of ours in every project. And beyond that, it seems like the growth in the adoption in both our cloud product and our big data technology is skyrocketing. My best example is in our sales kickoff in January, I was really, really proud to present a slide that shows that every month, we move about half a billion records to the cloud. I was really proud of that, and as I come to this event, I'm presenting the number one trillion. It's less than six months and the amount of data that goes through the platform has doubled. If I looked into our big data revenues, they are tripling year over year. >> John: So the adoption uptake is huge. >> Yes, yes, the adoption is huge. It actually grows into new use cases, new examples. And in this event, you actually see tens of these customers, there's about 80 customers here, actually present new use cases. And these new use cases are fabulous. People are doing real time and streaming, and they are doing TV integrated to the web, and IoT examples, and cloud adoption. It really is a very exciting year. >> But data's not the new oil or the new gold. It's the plantation. It's the soil. It's the rich soil that lets things bloom. >> A lot of good things are growing out of data. Yes, I agree, I think there are so many analogies to data. It's really hard to pick the right one. >> The waves are coming. It's a data ocean, not a data lake. I said that years agon and coming true on that prediction. >> Look, at the end of the day, it's just an asset and businesses have to use it differently. That's what we're talking about here. >> And your research, by the way, just to plug Wikibon, is really phenomenal. You pegged this, and again, it's one of those points where Wikibon makes a bet it will come true, data is an asset and needs to be looked at that way and valued as an asset, not as an accounting mechanism. >> Peter: That's right. >> It'll be a strategic asset. And as you said, it's horizontal. It's going to be fertilized throughout the organization. I think that to me is just the beginning. So I think you guys are on a good strategy. Congratulations. >> Thank you. And if I may plug a last question here on the topic, if you're managing assets, I'm assuming the CFO know exactly where every asset is. It's in the balance sheet. He knows the list of bank accounts and so on. Our customers needs more to really collect their metadata and actually build this enterprise information catalog so they will know where the data assets are. This is a mandatory thing for any organization. >> John: And it's coming down the pipe pretty fast. >> Yes. >> So Pete, your research is right on target. Go to wikibon.com and check out their latest research on valuing the data. Any plugs for the research? >> Peter: No, it's brilliant. (John laughs) >> Of course you say that. >> Amazing. >> Ronen, great to see you. Thanks for coming back on. Hey, congratulations. You got a spring in your step, and you got a lot of cloud action going on, hybrid cloud. Congratulations. >> Thank you very, very much. A pleasure to be here. >> Okay, we are here live in San Francisco for an Exclusive CUBE coverage of Informatica World 2017. I'm John Furrier, Peter Burris. Stay with us for more live coverage after this short break. (upbeat electronic music)

>> Announcer: Live from San Francisco, it's the CUBE. Covering Informatica World 2017. Brought to you by Informatica. >> Hey, welcome back everyone. We are here live in San Francisco for Informatica World 2017. Exclusive CUBE coverage of the event, Informatica World 2017. I'm John Furrier with my co-host, Peter Burris, General Manager, Head of Wikibon Research at Wikibon.com. Our next guest is Greg Hanson, Vice President of EMEA Cloud and DaaS, Data as a Service. Welcome back, good to see you again, CUBE alumni. >> Good to see you, yeah thank you very much. >> Year two, or year three of our coverage. >> Exactly. >> So last year, we had a great conversation. I think you laid out pretty much the playbook. Lots happened, in fact Brexit happened. But cloud in outside of North America is a tricky game because there's a lot of different countries. We got EU, and other parts of the world there. It's really a regional issue, and you see in a massive expansion. The cloud guys, we have Amazon, sponsorship here, Google, now expanded globally. What is the landscape like? Given Brexit, that was a political thing has ramifications but also the regional expansion of the cloud players has been pretty significant over the past year. With announcements coming, I can't even keep track of 'em all. How is that impacting your business? >> So it is quite fragmented across EMEA. Our region is EMEA and Latin America as well. It's a huge geographical region. Across a geographical region that's very different in different countries. So the EU as a whole, there is, cloud is very hot in the EU at the moment. There's a large adoption. I think we've past that point of no return, past the tipping point, as you should say. Every enterprise customer I talked to is now it's not when they're going to, or if they're going to adopt cloud it's when. Usually, they're already on a journey that we can help them with. But then in some of the far-flung regions where the maturity of cloud is less so, where the presence of Amazon or Microsoft, or even ourselves is limited. Like Russia for example or the Middle East. There's not that same kind of infrastructure. So the desire and the demand for cloud in those regions is less. But the large majority of our geographical region, cloud is a huge topic for every single customer. >> What's the state of the art right now in your territory with cloud? Obviously, from Informatica perspective, you have a view but also in cloud adoption, hybrid, clear, public cloud, there's use case for that, a lot of on-premise with hybrid. What' the key state of the art right now for Informatica and the cloud players? >> I think there's fabulous opportunity for Informatica. It really is a hot topic. There's two ways that we can deal with that. I mean, there's the enterprise space, which Informatica has been ruling for 20 years now but cloud gives us a huge opportunity to go into new market sectors as well that we've really not been in before. Mid market opportunities. You no doubt see a lot of the partners around the event here that we've got that allowed us to address customers that we simply weren't addressing before. We had an enterprise sales force. If you think about those mid market organizations, they're the organizations that are really going to drive the cloud adoption as well. In countries like Italy and Germany, where you very quickly get down to small and medium sized enterprise. Cloud is huge in those organizations, in those countries. There's a great opportunity for us to go after mid market sector as well as the enterprise. >> But increasingly in the digital business, we were talking about this earlier in one of your segments, in the digital business, you have greater distribution of data, greater distribution of function, and almost inevitably, the ecosystem is going to be comprised of big enterprises but also mid market companies. They're going to have to work together. >> Greg: That's true. >> So it's not looking at the enterprise and the mid market in isolation. Increasingly the enterprise is going to be acknowledged as a way of extending your influence into a lot of different customers or a lot of different domains both through partnerships, as well as your customers. How is Informatica going to facilitate that kind of a new approach to thinking about business as a network of resources. >> One of the great things about the cloud infrastructure itself, if we reel back and think about 10 years ago, when all our products were on-prem. It's very difficult for us to understand what our customers were doing with our products. We have to go an talk to them, and speak to them on the phone, visit them to understand what their use cases were. Now in cloud, that world has changed. Because if you think about one of the things at Informatica is well-known for is metadata. So operational metadata, technical metadata. We can actually see what our customers are doing with our products. We can understand the uses cases. That becomes a crowd sourcing in terms of how you can replicate, how you can industrialize, how you can you reuse a lot of that type of integration, which is enabling us to create new wizards, new accelerators, which are common across the marketplaces and use cases. So really a phenomenal change over the last two years, which has been brought on by that ramp of cloud adoption that we've seen globally to be perfectly frank. >> Okay, take a minute Greg, to talk about this DaaS. I think of Daas, I think of like cellular distributed antenna system but let me, it's an acronym, it's Data as a Service. >> Greg: Data as a Service, yeah. >> Peter: But what does it really mean? >> Take a minute to just break that down. What does that mean to the customer? What's the product? What's the offering? >> Greg: Okay. >> It's important, obviously data is the key, and people want it as a service. So take a minute to just explain what that means and the impact. >> Yeah, it's important to understand what Informatica means by Data as a Service, I think. Our Data as a Service product line, pretty much concentrated and focused on increasing the quality of data. So high performance, quality of data. If you think about digital transformation as the topic, which is being talked all around in rims and corridors around this event here this week. Fundamentally, data is really the key foundation of digital transformation. But I would say high quality data is key to the success of digital transformation. That's what our DaaS product can enable us to do. So if you think about-- >> Peter: How does the customer engage with DaaS? (faint statement) >> So the typical use case is that you could have address verifications and we have products that support multiple different countries and regions, more than 240 countries. So if you want to get high quality data to our customers, which everyone is ultimately wanting to do these days to effectively cross-sell and upsell. We can provide a global facility to do that. But you can fix, you can fix data in batch orientation but what's much more effective is actually plugging into the applications. So become seamless to an end user. So they're using Salesforce.com or they're using another application, and it's embedded into their application. So it runs in the background. When they enter a poor address for example, it will correct it, and it will validate email addresses and phone verifications. We've got a customer in Germany, just as an example, 1&1, which is an Internet service provider in Germany. They've got 7.7 million customers. One of their biggest problems is inaccuracy of data. That prevented them billing, prevented them onboarding the customer first and foremost. Then it prevented them billing, which is a pretty serious problem for an organization. >> Peter: Yeah, I'm moving to Germany. (laughs) >> So by implementing the DaaS products, what they enabled them to do is make sure that when they enter data into a system, that it was high quality, it was correct at the point of entry, which by the way is seven times cheaper to do it there rather than trying to fix it downstream. So it's an important product set for us to support high quality data for that digital transformation journey. >> So you're, sorry John, you're not buying and selling your customers' data. What you're using-- >> No. >> Is this is a service to enhance the quality. >> Greg: Exactly. >> Of your data. >> It will fix data and it will also enrich data that they've already got. >> That's an important distinction, John, because a lot of people talked about Data as a Service, they say, "Oh yeah, I'm going to monetize my data "by giving it to the marketplace." We all know that you give that data to a good data scientist they're going to reengineer your customers pretty quick. >> Exactly. >> That's what people are worried about, the privacy. So back down the drivers for your business. What are the drivers for your business in EMEA? >> Yeah, certainly cloud option which we already talked about is a huge growth market for us in EMEA. But there's other things that happening locally in EMEA marketplace, GDPR, General Data Protection Regulations that are coming up. That is a hot topic on the lips of all of our customers right now. Let me take a minute to describe what that means for people who maybe are not familiar with it. Because it's generally an EU thing but it affects every organization that wants to sell into the EU. It came on the back of the Google Right To Be Forgotten ruling where really what we've got to do, we've got to provide a framework, where a customer can say to an organization, I want you to forget me. Obviously, then need a central library. They'll be able to manage it from a single point. That is an extremely complex thing for an organization to do, particularly an enterprise organization. >> John: Forensics is what it is. >> Exactly. If you think about how to approach that, I think Informatica is in a unique position to help organizations deal with that type of issue. Because, I know one of the announcements today, I think Ronen, who was on before me was talking about CLAIRE, our Clairvoyancy, and our artificial intelligence but it's all about that unification of metadata. That's a great example of how a good use case of where that can be deployed. 'Cause if you think of the fragmentation of data that we've got across many clouds, on-premise, how do you understand even where all your customer data is? That's what the unified metadata can provide. It can go out, collect all the metadata from all these different vendors, index it, catalog it for you. We've been in business 20 years. We know what our customer data looks like. We know what product data looks like. We can categorize it and index it for you. Then you can search it. So you can identify where your risk is, where your customer data is at risk. You can do something about it. Now, with the most recent acquisition that we made last year in terms of Diaku, which is a missing piece for me in terms of how do we expose that to business users to actually engage in the governance process. The new Diaku acquisition of Acson, really fills that gap for us. I think we've got a really good stack to help customers. >> You got product chop, we talked about in the past. The brand is new brand is out there. You're seeing some branding, brand value. Good for the partners, good for business. So with that, I'll ask you my final question which is, what's different from last year? A lot of change in 12 months. Just in a short 12 months, certainly in the product side, we saw some awesomeness from the products. Always had good product folks at Informatica World, which is why I love doing this conference. But the brand challenges were there. What is Informatica? So what's different now from last year? The big highlights. >> For me personally, and I've been here at Informatica quite a long time. I think it's quite refreshing. We had quite a lot of change in terms of our C-level at Informatica. It's really breathe new life into the organization from my own personal perspective. There's a huge refocus and a drive on our, fantastic new product sets that we're releasing here today. Internally, in the organization, there is a big motivation. There is a new kind of culture, a new resurgence almost in terms of where we feel we're going to be in the next five years. 'Cause we're looking at the product portfolio. We're looking at the outlook in terms of our growth, and our strategy. It's a great place to be right now. Sales, it always helps when you get good sales and everything. I'm sure you've seen the figures et cetera that we've been doing. But I can't see that changing. (fast crosstalk) >> Amazon's stock price and sales, and net income over the past year. Really the inflection point was right at '08, end of '08, beginning of '09, but really the real kick up on the hockey stick, which they have, has been around 2010, halfway through 2010, and then just pretty much straight up, massive shift. This is a wave, cloud is here. >> Yeah, I think Sally Jenkins, our CMO, earlier on this morning. I think she put it exactly right. In Informatica, in my view, we've been a little bit too conservative in terms of shouting about how good we are. I think we're pretty much one of the hottest pre-IPO companies that are out there right now. So if you look at our product set, the leader in six market segments. That's a great place to be. So I'm excited about the future-- >> Going private, we've talked to Anil, and talked to all the top executives. It's just a great close the curtain, open the doors back up again when you're ready. Easier to retool. Certainly as a private company, no pressure on the 90-day shock Clark Cherry held, board member was talking about how that makes things go really smooth. >> That's right, yeah. I mean imagine trying to make that journey towards subscription when you're a quarterly based organization. It's helped for the product development, it's helped with the commercial modeling as well. It's an exciting place to be right now. >> So it's good for the management to be focused on not that window every 90 days. But it's really 60 days, when you got 30 days to prep for the earnings call. But focusing on real product innovation, Micheal Dell did at Dell Technologies, now EMC. Lot of great stuff. Greg, thanks for coming back on the CUBE and sharing your insights. >> Nice, great to be here. >> When we're in EMEA, we're going to come by and say hello. >> Absolutely. >> Certainly, we'll keep in touch as we expand the CUBE out to in Europe. >> Look forward to it. >> Thanks so much. It's the CUBE, live coverage. I'm John Furrier with the CUBE with Peter Burris, Wikibon. We have got more live coverage here in San Francisco at Informatica 2017, after this short break. Stay with us. (enlightening tune)