>>Hey everyone. Welcome back to the queue of Lisa Martin with Dave Valante and we're live in Vegas. This is snowflake summit, 22, their fourth annual event. A lot of people here, a lot of news, a lot to unpack so far, and this is only day, day one. We've got two guests here with us to talk about, uh, cyber security, a very important topic, please welcome Omar singer the head of cyber security strategy at snowflake and Julie Chilo VP of security at Guild education. Welcome. Thank >>You. Thank you >>For having all of >>Our favorite topics. Yeah. Oh >>One. It's not boring. >>You know this much and you have so much more to learn now. So here >>We go. Cybersecurity is, is not to say it's boring. Not boring is an understatement. Yeah. Omar, I wanna start with you so much news coming out today. Talk to us about what's new with cybersecurity. Workload is snowflakes. Flywheel of innovation just seems to be getting bigger and faster. >>Yeah. Yeah. Well, well, I'll tell you it's been a long road to get to where we are today. Um, my initial role at snowflake was to lead security engineering. So I've actually been using snowflake as the home for security data, basically from day one. And we saw that it worked, it worked really well. And we started hearing from customers that they were dealing with some of the same challenges that we faced as an internal security team. And we decided as snowflake that we wanna bring the benefits of the data cloud to cyber security teams at all of our customers. And that's what the workload is all about. >>Talk to us about the, the voice of the customer. Obviously we saw a lot of customer stories heard your customer. We're gonna be talking about Guild education in a minute, but in the voice of the customer, in terms of being influential, obviously you were an internal customer drinking that champagne like this tastes really good. This is better of the Flaco <laugh>, but how is the voice of the customer influential in terms of the, the cybersecurity workload, as we've seen the threat landscape change so much in the last two years alone? >>Sure, sure. And you know, security, it's a really hard problem. We like to think of it as a data problem. And when you start thinking about it, that way snowflake is re very relevant for it. But many security teams don't yet think about their challenge as a data challenge. And so they're struggling with a very fragmented data landscape. The facts are all over the place and they're not able to ask the kind of questions that they need to understand. Where are my risks? How are the bad guys gonna try to get into my network? And they can't reflect that to leadership to everybody that really cares about cyber security. This is a board level concern today without the unified data and without the analytics. Um, they really can't do any of that. And, and yeah, representing the customer is, is a big part of what I do. And we have great customers like, like Julie, who's been kind of with us on this journey. She's, she's a part of the movement. I mean, Julie, what, what has it been like, uh, for, for you? >>Oh, it's been, uh, it's been game changer for, for Guild for sure. When we first, uh, started, I didn't one, I didn't know this was a concept <laugh> so when I first started talking O me and, um, snowflake, uh, I had just heard through the grapevine that, that you could do, like, this was a thing you could use the data, you could get everything you needed in one place. And, um, it's been game changing for my team. Uh, we, we were in many different security tools. They were all isolated, siloed, and we're now able to move everything into one, uh, one area, uh, and get we're getting close to the one pane of glass, which I, um, I just heard was a mythical concept for >>Security for >>A long time. Yeah. For a long time. Um, so it's, uh, it's just been amazing and it's, uh, brought us closer to our data ops team. So I'm here this week, uh, with somebody from data ops, actually, that's awesome to help us out. >>So can you describe that further? I'm I'm, I'm, I'm amazed and skeptical the, the, the I'm imagining, you know, the Optiv chart that says eight, 8 million security tools on there, are you actually able, uh, describe how you're able to consolidate your tooling? >>So, one of, one of the biggest problem, one of the biggest problems we were facing initially was our SIM, um, the security incident and event management tool could not take anything from our DevSecOps tools. And so any security that we had in a developer pipeline was really isolated to that tool, and we could never get it into a SIM Sims just aren't meant they're not built to handle that they're built to handle, um, not, not really old school networks and, and data center traffic and everything I have is in the cloud. And so we were really, I, everything was isolated. So with snowflake, what we do is we, um, worked with our data ops team. We can move things from, um, like our, our scanning tools for, for the developer pipelines into snowflake. We can use then correlate different things such as, from like eight year ADP. Like if a, do you have somebody pushing code to production who's out on vacation, you can actually do that correlation with snowflake that was never available before. These are things we could never do before. And we're able to, um, just do correlations. You could not get in that you cannot get in a SIM. >>Why couldn't I just throw those into any old, you know, run of the mill cloud data warehouse? >>Well, you know, it's not just the scale, it's the complexity of the data. I think snowflake how we have the, the sche on read and then all of the kind of things that make snowflake really good for other departments turns out, works really well for security. And it's the ecosystem too. Nobody else has this ecosystem approach. You know, you heard on the keynote today that snowflake is the, this disrupting, um, the, the software application development, right? All, all that kind of focus. The tool consolidation doesn't need to mean that you only have one tool you can actually have best of breed, choose the tool you want. As long as the data's consolidated, you're not building more silos. And that's what our partners are doing. They're separating the application from the data. They're bringing the work to the data, and that's what you hear here. So Julie's team can still choose to use a variety of tools that get the job done, but all those tools are working off of the single source of truth. And that, that is unique to what snowflake >>Can enable. So we, we are Reiss. Uh, we should have asked you about Guild education, explain your, your, your organization. >>Oh, what does Guild do? Uh, so we're a late stage startup. Uh, we manage education as a benefit for, for large companies. So we, we house data from very large organizations with like their workforce and, and help students help, help their workforce go back to school. >>Okay. So unpacking some of the things you said, schema on Reed, but not necessarily no schema on, right. It's a little different, right. Because you're ingesting. Yeah. And then you're determining the scheme on read that's right. Right. Okay. So that makes it simple and fast for zoom, but you get data in and then you figure it out, bringing work to data. Can we just double click on that a little bit? Cuz I think when I think about that, we've heard terms like over the years bring compute to the data. That's what Hadoop was supposed to do. And it didn't, you know, it was like, everything was mm-hmm <affirmative> shoved. So what do you mean by that? How, how, what, what actually does that >>Mean? Yeah. So if you think about the traditional SAS solution, the vendor needed to invest in a data center and to have a data platform that would be scalable and robust because their service dependent on it and they couldn't trust that the customer would have that kind of data platform on the customer's side. What Snowflake's data cloud has done has democratized the data platform. So now you have startups to fortune 500 S the vendors, the customers, they're all uneven footing when it comes to the data platform. So now the vendors can say, bring your own snowflake. Why not? You know, and they can focus on building the best application to solve the real challenges that security teams have. But by the way, not only cybersecurity, we see this and for example, the, um, customer data space as well. So we're seeing more and more kind of SaaS industries seeing this approach and the applications are gonna come yeah. To the data platform of choice, uh, for the practitioner. >>Julie, can we talk about some of the outcomes that Guild education has achieved so far by working with this solution in terms of, we look at the threat landscape and how it's changed so much the last couple of years and how it's a matter of if, or sorry, when not, if I get hit with an attack, how, what are some of the key outcomes that a snowflake partnership and technology has enabled you to achieve? >>So the, the biggest one, again, it's around the Def sec ops program, um, where you see so many attacks these days happening in the code base. So you really have to be careful with your, your pipeline where the code's getting moved through, who has access, who can move code into production. Um, and these are so the, like if you're using GitHub or, um, like using a scanning tool called snake, they're, they're separate, like they're completely separate the only way that we can see who's moving code into production, or if there was a vulnerability or somebody turned off, the security tool is to move these logs, this data into snowflake, uh, and our engineering teams were already using snowflake. Uh, so that made it, that was an easy transition for us. I didn't have to go out and convince another team to support us somewhere else, but a great example where we were, we're seeing great, um, savings, not only in people time, but, but for security, um, we were having problems or the security or the <laugh>, the engineers were turning off our secure codes scanner. >>And we didn't find out until a little bit later. Uh, oh yeah. Yeah. So found out we, my team, we had a team, we spent about 160 hours going through a thousand pole requests manually. And I said, no, no more go find the go figure out where this data exists. We put it in a snowflake and we can create an automatic, uh, ping to the security team saying, Hey, they turned off the, the scanner, go check and see what, why did the scanner get turned off? So it's an immediate response from my team instead of finding out two months later. And this is just, isn't something you can do right now. That's you can't set it up. So, um, makes it so easy. Ping goes to slack. We can go to the, immediately to the engineering team and say, why did you >>Using using automation? >>Yeah. Did you, did you turn this off? Why did you turn it off? Get an exception in so one, it like helps with compliance, so we're not messing up our SOC two audit. Uh, and then two, from a security perspective, we are able to, to trust, but verify, um, which is a big part of the DevSecOps landscape, where they need code to move into production. They need a scan to run in under five minutes. My team can't be there to scan, you know, 10, like 10 times a day or a hundred times a day. So we have to automate all of that and then just get information as it comes in. >>Is it accurate to say that, um, you're not like shutting off your tools, you're just taking advantage of them and compressing the time to get value out of them or are you actually reducing the tool sets? >>No, we don't. Well, no, we, our goal wasn't to reduce the tool set. I mean, we did actually get rid of the SIM we were using. Uh, so we were partnering with one of, um, uh, snowflakes partners, um, >>Because yeah, but you still have a SIM, >>We still have it. It's just minimized what goes to the SIM, because most of what I care about, isn't actually going to a SIM. Yeah. It's all the other pieces that are in a cloud because we use all like, we're, we're a hundred percent in the cloud. I don't have servers, I don't have firewalls. We don't have routes routers or switches. So all the things I care about live in a cloud somewhere. And, and I want that information. And so a lot of times, um, especially when it comes to the engineering tools, they were already sending the information to snowflake or they're also interested. And so we're partnering like it's, we're doubling up on the use of the >>Data. Okay. And you couldn't get that outta your SIM. Maybe you're asking your SIM to do too much, or it just didn't deliver. >>No systems are built on search engines. You know, they don't, >>They, they can't do it. >>You kind of knew what you were looking for and you say, Hey, where did I see this? Where did I see that? Very different from data analytics and the kinds of question that security teams really want to ask. These are emergent properties. You need context, you need sequel, you need Python. That's how you ask the questions that security teams really want to ask the legacy Sims. They don't let you ask that kind of question. They weren't built with that in mind. And they're so expensive that by moving off of them, to this approach, you kind of pay for all these other solutions that, that then you can bring on. >>That seems to make the, what you just said. There was brilliant. It seems to make the customer conversation quite easy if they're saying, well, why should I replace my SIM? It's doing just fine. You just nailed it with, with what you said there. >>So, yeah. And we're, and we're seeing that happen extensively. And I'm excited that we have customers here at summit talking about their experience, moving off of a legacy SIM where the security team was off to the side, away from the rest of the company to a unified approach, the SIM and the other security solutions working on top of the snowflake and a collaboration between security and the data >>Team. So what does your security ecosystem look like? You've got SIM partners. Do you have identity access partners, endpoint partner. Absolutely. >>Describe that compliance automation ass. Yeah. We hear about companies really struggling to meet all the compliance requirements. Well, if all the data's already centralized, then I can kind of prove to my auditors and not just once a quarter, but once a day, I can make sure that all the environment is in compliance with whatever standard I have. So we see a lot of that cloud security is another big one because there's just 10 times more things happening in the cloud environment than in the data center. Everything is so heavily instrumented. And so we see cloud security solutions as significant as well. And the identity space, the list goes on and on. We do see the future being the entire security program uses connected applications with a single source of truth in the company's snowflake. And >>Would you say centralized, you, you it's logically centralized, right? I mean, it's virtually centralized, right? It's not, >>Well, that's >>Not shoved into one container, right? >>I mean, it's right. Well, that's the beauty of the data cloud, right? We, everybody that's on the data cloud is able to collaborate. And so whether it's in the same account or table or database, you know, that's really besides the point because all of the platform investments that snowflake is making on cross region, cross cloud collaboration means that once it's in snowflake, then it is unified and can be used together. But >>I think people misunderstand that sometimes. And BEWA made this point, uh, as the Christian about the global nature of, of snowflake and it's globally distributed, but it's logically a data cloud. >>Yeah. I like to call it one big database in the sky. You know, that's how I explain to security teams that are kind of new to the concept, but >>It's not, it's could be a lot of little databases, but it, but having the same framework, the same governance structure, the same security >>You're right. I think that's how it's achieved is what you're describing. You know, I think from the outcome, what the security team needs to know is that when there's some breach hitting the headline and they need to go to their leadership and say, I can assure you, we were not affected. They can be confident in that answer because they have access to the data, wherever it is in the world, they have access to ask you the questions they need to ask. >>And that confidence is critical. These days as that threat landscape just continues to change. Thank you both so much for joining us. Thank you. Talking about from a cyber security perspective, some of the things that are new, new at snowflake, what you guys are doing at Guild education and how you're really transforming the organization with the data cloud, we appreciate your insights. Thank you for having us. Thank you. Thanks you guys for our guests and Dave ante. I'm Lisa Martin. You're watching the queue live from Las Vegas on the show floor of snowflake summit 22. We'll be right back with our next guest.

from Boston Massachusetts it's the cube covering wtg transform 2018 brought to you by Winslow technology group this is the cubes cover of wtg transform 2018 happy to welcome to the program the keynote speaker and first time on the program David singer who's the senior vice president and chief operating officer of storage at Dell EMC David great to see you great to see you Stu thanks for having me all right so I liked we talked a lot about transformation and boy there's a lot of transformations going on from the technology to the workforce you know security is top of my night 'm you know let's start there you know what is what is transformation mean in that with the customers that you're talking to these days transformation for our customers is delivering next generation business outcomes really ensuring that they could find a way to to remould their businesses for the digital economy and figure out how to drive tremendous amounts of value and they understand that it all starts with IT and being digital and so it's one of the key things that we hear from our customers as they as they engage with us and look to move forward yeah it's an interesting conversation because there's there's two things that have kind of struck me as a little bit funny lately number one is data is really important and to WoW intelligence is really going to transform all these environments and the reason I think you kind of agree with me we've been talking about these things for decades I mean you know you and I both started back at EMC back similar times when storing was really one of the main things you're doing but of course that data was very important in the eight years since I left EMC boy you know it's not like a storage isn't any less important but you know it's data and it's everywhere and it's distributed so we speak a little bit to you know the value of data to your customers and we'll keep going with that commerce date data is the next asset class you know and for our customers it should be their gold it's it's not how they just manage their business it's actually how they start making money we called ourselves a storage business and we probably did ourselves a disservice they want to engage and they want ensure their data safe and they want to figure out how to monetize it and monetizing it means retaining it moving it keeping it safe and then ensuring that you can inject it into the right applications and get the right the right knowledge and efficiency out of it and what we've seen in a storage industry over 18 years that the technologies keep changing applications have greater and greater demands there's more and more need to consume adjust and analyze this data and we need to keep up and we need to deliver more intelligent infrastructure and storage solutions that can move this data and help us help applications deliver tremendous performance let's talk about the company itself so when I think about Dell you know I think back you know even talk to my parents you know they know who Dell is they'd use Dell computers for many years over your shoulder this Fenway Park you know the club level is the Dell level you know you've got such a broad portfolio and your keynote you kind of put together this do you know comprehensive everything from Dell and Dell EMC and VMware and pivotal and everything but to you know the global companies or small companies what is you know what where does Dell sit in the picture I think I think the the merger has been a major transformation for the company itself we talk we evangelize transformations for other companies were undergoing one ourselves and the transformation we're undergoing is understanding what other companies needs and applying it to ourselves and drinking our own champagne and making it a reality the the brand Association is changing and customers are starting to realize that we can become the essential infrastructure provider and they could look to us to solve a holistic set of their needs as opposed to pinpoint so their needs and make it an easier journey themselves you spent a bunch of time talking about the operating model when we talk about cloud it's you know use the line actually we've used many times you know cloud is not a destination really is an operating model how does that impact the portfolio you know you're helping to put together really the long-term strategy so the first is the operating model is all about simplicity right we need to make infrastructure more simple for our customers and that means re-engaging and re-architecting our software stacks from the ground up to be more nimble more accessible via api's and other automation engines that that will really drive more value and allow IT professionals to spend more time partnering with the business to drive revenue as opposed to problem-solving and punching out bugs David that was what one of the knocks that competition of you know EMC back in the day always had was MC has a broad portfolio and leadership in many positions but simple was never the word to describe the the offerings how does del and LEM see from a storage perspective how will we be looking at that differently you know come a year or two from now and so I think that's a fair point it's a great point simplicity was probably not a great synonym for what we did but what we did was was accumulate a tremendous amount of intellectual property and assets that we've been able to mold and transform and adapt for the future well when the process of doing is making it simpler for customers to consume it and delivering and deploying it in simpler ways to make that to make it easier to choose and implement and what we're in the process doing is take the lessons of the past integrate the technology from the past and drive something that's going to be easier to understand and to drive value alright help connect the dots we're here at one of one of Dell's uh you know larger partners maybe not larger in size but you know very important partner when the Technology Group was a dell partner of the year for a couple of years what is that you know that simplification and you know change in the portfolio mean you know and how's the relationship changing with the channel so you know very fair the the channel community is extremely important to Dell and and we know that we've not made their lives very easy right they have they have sales engineers and sales sales professionals that are trying to deliver solutions and applications for customers and it's hard for them to choose which building blocks or which piece parts to build and by simplifying and putting together better better technologies and better intellectual properties that are easier for them to consume and understand make it easier for them to do their jobs and and our outcomes for their customers right when I focus a little bit on the customers you know what do you see some of the biggest challenges that they're facing in their business you know not not just from a storage standpoint but you know the business side sure well every business including our own is it's a balance of priorities right the customers know that they want to take their business forward they want to drive growth they want to drive profitability and there's so many different opportunities to go after and just how do you prioritize and and and trying to manage those discrete priorities and ideas and initiatives is is not easy and then implementing actions especially with an IT to go solve some of those problems is resource intensive right and so we need to do a better job of thinking about transformation and simplifying our structure to really really alright so you're an Operations guy you've you've got you know so some business background what one of the things I look at in my career is you know boy you know we've looked at the pace of change but you know technology is an enabler for you know how we change operations has been pretty amazing the last last 20 years of wondering if you have some ruminations on that as to you know what you've been seeing in your career and you know especially over the last you know five years or so yeah the the pace is confusing it really is you know at times we feel like we're moving at light speed and other times we feel like we're gonna crawl and I think the interesting aspect is it's it's a journey and every customer is approaching it differently there are some customers that are in the bleeding edge and looking for us to keep them on the bleeding edge and there are other customers that are that are more more steady in their operations and looking to take baby steps as they transform and it's been a really interesting challenge trying to solve and maximize outcomes for both those types of yeah absolutely I'd say it's usually it's it's dizzying and you need to be careful one of my favorite Ben Franklin lines is you know don't confuse activity with with progress because it's easy to chase the new shiny but you know what am I actually doing to drive the business and drive efficiency of what weird and can actually get any value out of the new shiny there are so many buzzwords that we have in our industry right now some of which customers consume can consume really easily and get a tremendous amount of value some that customers just are having a hard time understanding how they actually implement to get value yeah so you know what's the biggest threat for for businesses these days you talk about them going through transformation there there's everybody's concerned about you know - over the overuse term you're gonna be over eyes or Netflix or you know choose your point you know how do you balance I need to transform and move faster but you know I I don't want to be you know chasing my shadow yeah I think I think the person that had the perfect answer to that would be would be amazingly wealthy right now I think you know that's the dichotomy that we're trying to deal with and the industry has dealt with for a very very long time great point you know we talked about it's not always about chasing the technologies what's interesting you in the marketplace these days - I think that the pace of change in the pace of innovation has really kicked up it goes through cycles and right now the new technologies that are getting introduced by a lot of startup communities and and and and ourselves organically has been amazing and I love the innovative spirit that is coming back together as we formed Dell EMC and the new and the new company and the collaboration that we're seeing with the intellectual property across the family of companies delivers really exciting results right last thing I wanted to ask you really about the merger you know personally you've so you've been with you up from the EMC side of things you know there are many similarities and culture but some significant differences between these two cultures well you know what could you share you know so everything changes right I think we learned a long time ago at EMC and there's probably some acronym about change using the EMC letters you need to be able to adapt to change and both cultures we're very very much the same the businesses are very very interesting and I like to think of them and in a let ik metaphor right there are very different flywheels to the paces of the businesses we have we have a portion of our business that is a flier that spills really really fast and very and very transactional and we have another flywheel that is solution oriented and solution driven it drives a different speed and the miracle the mergers we've been able to figure out how to operate both those flywheel in the same ace David singer definitely the customer flywheels keep a lot of things going and the feedback from our users is one of the flywheels that keeps us going here at the cube so btran sure to check out all the content and as always you can reach us hitting us up on the website hit is up on social media and welcome your feedback so thank you so much for watching the Q

>>Good afternoon and welcome back to our audience here in Asia pacific This is Sandeep again uh from my home studio in Singapore, I hope you found the session to be insightful. I thought it was a key takeaway in terms of how you know the the world is going through a massive transformation, driven by underpinning the workload optimized solutions around up by round of security, 3 60 degree security. As Neil Mcdonald talked about underpinned by the scale, you know, whether you're on exa scale, compute public cloud or on the edge and that's kind of underpinning the digital transformation that our customers are going to go through. I have two special guests with me. Uh let me just quickly introduce them Santos restaurant martin who uh is the Managing director for intel in A P. K. And Dorinda Kapoor, Managing Director for HB Initial pacific So, good afternoon, both you gentlemen. >>Good afternoon. >>So Santos. My first question is to you, first of all, a comment, you know, the passion at which uh, pad Kill Singer talked through the four superpowers. That was amazing. You know, I could see that passion comes through the screen. You know, I think everybody in the audience could relate with that. We are like, you know, as you know, on the words of the launch, the gentle plus by power, but it's isolate processor from intel, what are you seeing and what do our customers should expect improvements, especially with regard to the business outcomes. >>Yeah, So first of all, thank you so much for having me in this session and, and as you said, Sandeep, I mean, you could really see how energized we are. And you heard that from pad as well. Uh, so we launched the third gen, intel, Xeon processors or isolate, you know about a couple of weeks ago and I'm sure, you know, there's lots of benefits that you get in these new products. But I thought what I'll do is I'll try and summarize them in three key buckets. The first one is about the performance benefits that these new products bring in. The 2nd 1 is the value of platforms and I think the last pieces about the partnerships and how it makes deployment really easy and simple for our customers. Let me start with the first one which is about performance and the and the big jump that we're staying. It's about a 46% performance, increased generation over generation. It's flexible, it's optimized performance from the edge to the cloud where you would see about 1.5 to 1.7 X improvements on key war clouds like the cloud five G I O D HPC and AI that are so critical all around us. It's probably the only data center processor that has built in A I acceleration that helps with faster analytics. It's got security optimist on intel SGX that basically gives you a secure on cliff when when sensitive data is getting transacted and it also has crypto acceleration that reduces any performance impact because of the pervasive encryption that we have all around us. Now The second key benefit is about platform and if you remember when we launch sky lake in 2017, we laid out a strategy that said that we are here to help customers >>move, >>store and process data. So it's not just the CPU that we announced with the third genitals, jOHn Announcements. We also announce products like the obtained persistent memory, 200 cds That gives you about a 32 higher memory bandwidth and six terabytes of memory capacity on stock. It the obtain S S D S, the intel internet, 800 cities adapter that gives you about 200 Gbps per port, which means you can move data much more faster and you have the intellectual X F P G s that gives you about a double the better fabric performance for what? Which means if there's key workloads that you want to go back and offloaded to a to a steak or a specific uh CPU then you have the F P G s that can really help you there Now. What does the platform do for our customers? It helps them build higher application and system level performance that they can all benefit from the last b which is the partnerships area is a critical one because we've had decades of experience of solution delivery with a broad ecosystem and with partners like HP and we build elements like the Intel select solution and the market ready solution that makes it so much more easier for our customers to deploy with Over 50 million Xeon scalable processes that is shipped around the world. A billion Xeon cores that are powering the cloud since 2013 customers have really a proven solution that they can work with. So in summary, I want you to remember the three key piece that can really >>help you be >>successful with these new products, the performance uplifted, you get generation over generation, the platform benefits. So it's not just the CPU but it's things around that that makes the system and the application work way better. And then the partnerships that give you peace of mind because you can go deploy proven solutions that you can go and implement in your organization and serve your customers better. >>Thanks. Thanks thanks and Tosha for clearly outlining, you know, the three PS and kind of really resonates well. Um, so let me just uh turn over you know, to Dorinda there in the hot, you know, there's a lot of new solutions, you're our new treaties that santos talked about security, you get a lot of performance benefits and yet our customers have to go through a massive amount of change from a digital transformation perspective in order that they take all the advantages in state competitive. We're using HP Iran addressing the needs for the challenges of our customers and how we really helping them accelerate their transformation journey. >>Yeah, sure. Sandeep, thanks a lot for the question. And you are right. Most of the businesses actually need to go uh digital transformation in order to stay relevant in the current times. And in fact actually COVID-19 has further accelerated the pace of digital transformation for uh most of our customers. And actually the digital transformation is all about delivering differentiated experiences and outcomes at the age by converting data collected from multiple different sources to insights and actions. So we actually an HP believe that enterprise of the future is going to be eight centric data driven and cloud enabled And with our strategy of providing H2 cloud platform and having a complete portfolio of uh software, networking computer and the storage solutions both at the age and court uh to of course collect, transmit secure, analyze and store data. I believe we are in the best position to help our customers start and execute on their transformation journey. Now reality is various enterprises are at different stages of their transformation journey. You know, uh we in HP are able to help our customers who are at the early stage or just starting the transformation journey to to help build their transformation broad maps with the help of our advisory teams and uh after that helped them to execute on the same with our professional services team. While for the customers who are already midway in the transformation journey, we have been helping them to differentiate themselves by delivering workload optimized solutions which provide latency, flexibility and performance. They need to turn data into insights and innovations to help their business. Now, speaking of the workload optimized solutions, HP has actually doubled down in this area with the help of our partners like Intel, which powers our latest Gentlemen plus platform. This brings more compute power, memory and storage capacity which our customers need as they process more data and solve more complex challenges within their business. >>Thank you. Thanks. And er in there I think that's really insightful. Hopefully you know our customer base, I will start joined in here, can hear that and take advantage of you know, how HP is helping you know, fast track the exploration. I come back to you something you don't like during the talk about expanding capacities and we saw news about you know Intel invest $20 billion dollars or so, something like that in terms of you know, adding capacities or manufacturing. So I'd like to hear from your perspective, you know how this investments which intel is putting is a kind of a game changer, how you're shaping the industry as we move forward. >>Yeah, I mean as we all know, I think there's accelerated demand for semiconductors across the world digitization especially in an environment that we're that we're going through has really made computing pervasive and it's it's becoming a foundation of every industry and our society, the world just needs more semiconductors. Intel is in a unique position to rise to that occasion and meet the growing demand for semiconductors given our advanced manufacturing scale that we have. So the intel foundry services and the that you mentioned is is part of the Intel's new I. D. M. Torrado strategy that Bad announced which is a differentiated winning formula that will really deliver the new era of innovation, manufacturing and product leadership. We will expand our manufacturing capacity as you mentioned with that 20 billion investments and building to fabs in Arizona. But there's more to come in the year ahead and these fans will support the expanding requirements of our current products and also provide committed capacity for our foundry customers. Our foundry customers will also be able to leverage our leading edge process, the treaty packaging technology, a world class I. P. Portfolio. So >>I'm really really >>excited. I think it's a truly exciting time for our industry. The world requires more semiconductors and Intel is stepping in to help build the same. >>Fantastic, fantastic. Thank you. Some potion is really heartening to know and we really cherish the long partnership, HP and Intel have together. I look forward that you know with this gentleman plus launch and the partnership going forward. You know, we have only motivation and work together. Really appreciate your taking the time and joining and thank you very much for joining us. >>Thank you. >>Thanks. >>Okay, so with that I will move on to our second segment and in white, another special guest and this is Pete Chambers who is the managing director for A N D N A P K. Good afternoon Pete. You can hear us Well >>I can. Thank you. Sandy, Great to be >>here. Good and thanks for joining me. Um I thought I just opened up, you know, like a comment around the 19 world Records uh, am D. N. H. We have together and it's a kind of a testament to the joint working model and relationship and the collaboration. And so again, really thank you for the partnership. We have any change. Uh, let me just quickly get to the first question. You know, when it comes to my mind listening over to what Antonio and Liza were discussing, you know, they're talking about there's a huge amount of flow of data. You know, the technology and the compute needs to be closer to where the data is being generated and how is A. M. D. You know, helping leverage some of those technologies to bring feature and benefits and driving outcome for customers here in asia. >>Yeah, as lisa mentioned, we're now in a high performance computing mega cycle driven by cloud computing, digital transformation five DNA. Which means that everyone needs and wants more computer IDC predicts that by 20 23/65 percent of the impact GDP will be digitized. So there's an inflection coming with digital transformation at the fall, businesses are ever increasingly looking for trusted partners like HP and HP and and to help them address and adapt to these complex emerging technologies while keeping their IT infrastructure highly efficient, you know, and is helping enable this transformation by bringing leadership performance such as high court densities, high PC and increased I. O. But at the same time offering the best efficiency and performance for what all third gen Epic. CPU support 100 and 28 lanes of superfast PC for connectivity to four terabytes of memory and multiple layers of security. You know, we've heard from our customers that security continues to be a key consideration, you know? And he continues to listen. And with third gen, Epic, we're providing a multitude of security features such as secure root of trust at the bios level which we work very closely with HP on secure encrypted virtualization, secure memory encryption and secure nested paging to really giving the customers confidence when designing Epic. We look very closely at the key workloads that our customers will be looking to enable. And we've designed Epic from the ground up to deliver superior experience. So high performance computing is growing in this region and our leadership per socket core density of up to 64 cause along with leading IO and high memory bandwidth provides a compelling solution to help solve customers most complex computational problems faster. New HP Apollo 6500 and 10 systems featuring third gen, Epic are also optimist for artificial intelligence capabilities to improve training and increased accuracy and results. And we also now support up to eight and instinct accelerators. In each of these systems, hyper converged infrastructure continues to gain momentum in today's modern data center and our superior core density helps deliver more VMS per CPU supported by a multitude of security virtualization features to provide peace of mind and works very closely with industry leaders in HD like HP but also Nutanix and VM ware to help simplify the customers infrastructure. And in recent times we've seen video. I have a resurgence as companies have looked to empower their remote employee remote employees. Third gen, Epic enables more video sessions per CPU providing a more cost optimized solution, simply put Epics higher core density per CPU means customers need fewer service. That means less space required, lower power and cooling expenditure and as a result, a tangibly lower total cost of ownership add to this the fact, as you mentioned that Andy Epic with HP of 19 world records across virtualization, energy efficiency, decision support, database workloads, etc. And service side java. And it all adds up to a very strong value proposition to encourage Cdos to embark on their next upgrade cycle with HP and Epic >>Interstate. Thank you Peter and really quite insightful. And I've just done that question over to Narendra Pete talked about great new technologies, new solution, new areas that are going to benefit from these technology enhancements at the same time. You know, if I'm a customer, I look at every time we talk about technology, you know, you need to invest and where is you know, the bigger concern for customers always wears this money will come from. So I want to uh, you know, uh, the if you share your insights, how is actually helping customers to be able to implement these technology solutions, giving them a financial flexibility so that they can drive business outcomes. >>Yes, and the very important point, you know, from how HP is able to help our customers from their transformation. Now, reality is that most of the traditional enterprises are being challenged by this new digital bond businesses who have no doubt of funding and very low expectation of profitability. But in reality, majority of the capital of these traditional enterprises has uh tied up in their existing businesses as they do need to keep current operations running while starting their digital transformation at the same time. This of course creates real challenges and funding their transformation. Now with HP, with our Green Lake Cloud services, we are able to help customers fund their transformation journey. Were instead of buying up front, customers pay only for what they consume as the scale. We are not only able to offer flexible consumption model for new investments but are also able to help our customers, you know, for monetize their capital, which is tied up in the old ICT infrastructure because we can buy back that old infrastructure and convert that into conception of frank. So while customers can continue to use those assets to run their current business and reality is HIV is the leader in the this as a service space and probably the only vendor to be able to offer as a service offering for all of our portfolio. Uh, if you look at the ideas prediction, 70 of the applications are not ready for public cloud and will continue to run in private environments in addition. And everybody talked about the beef for a I and you know, HPC as well as the edge and more and more workloads are actually moving to the edge where the public cloud will have for less and less a role to play. But when you look at the customers, they are more and more looking for a cloud, like business model for all the workloads, uh, that they're running outside the public cloud. Now, with our being like offering, we are able to take away all the complexity from customers, allowing them to run the workloads wherever they want. That means that the edge in the data center or in the cloud and consume in the way they want. In other words, we're able to provide cloud, like experience anytime, anywhere to our customers. And of course, all these Green Lake offerings are powered by our latest compute capabilities that HP has to offer. >>Thank you. Thank you, surrender. That's really, really, very insightful. I have a minute or two, so let me try to squeeze another question from your feet, you know, MD is just now introduced the third generation of epics and congratulations on that. How are you seeing that? Excellent. Helping you accelerate in this growth, in the impact? Uh, you know, the geography as as such. >>Sure, great question. And as I mentioned, you know, third gen Epic with me and and once again delivers industry leading solutions, bending the curve on performance efficiency and TCO helping more than ever to deliver along with HP the right technologies for today and tomorrow. You know, in the service space, it's not just about what you can offer today. You need to be able to predictably deliver innovation over the long term. And we are committed to doing just that, you know, and strategy is to focus on the customer. We continue to see strong growth both globally and in a pack in HPC cloud and Web tech manufacturing, Fc telco and public and government sectors are growth plan is focused on getting closer to our customers directly, engaging with HP and our partners and the end customer to help guide them on the best solution and assist them in solving their computing pain points cost effectively. A recent example of this is our partnership with palsy supercomputing center in Australia, where HP and M. D will be helping to provide some 200,000 cause across 1600 nodes and over 750 radio on instinct accelerators empowering scientists to solve today's most challenging problems. We have doubled ourselves and F8 teams in the region over the past year and will continue to invest in additional customer facing sales and technical people through 2021, you know, and has worked very closely with HP to co design and co developed the best technologies for our customers needs. We joined forces over seven years ago to prepare for the first generation of Epic at launch and you fast forward to today and it's great to see that HP now has a very broad range of Andy Epic servers spanning from the edge two extra scale. So we are truly excited about what we can offer the market in partnership with HP and feel that we offer a very strong foundation of differentiation for our channel partners to address their customers need to accelerate accelerate their digital transformation. Thank you. Sandy, >>thank you. Thanks Peter. And really it's been amazing partnering with the NDP here and thanks for your sponsorship on that. And together we want to work with you to create another 19 world records right from here in the issue. Absolutely. So with that we are coming to the end of the event. Really thanks for coming pete and to our audience here because the pig is being a great a couple of hours. I hope you all found these sessions very, very insightful. You heard from our worldwide experts as to where, you know, divorce, moving in terms of the transformation, what your hp is bringing to our compute workload optimized solutions which are going to go from regardless of what scale of computing you're using and wrapped around 3 60 security and then offer truly as a service experience. But before you drop off, I would like to request you to please scan the QR code you see on your screen and fill in the feedback form we have, you know, lucky draw for some $50 worth of vultures for the five lucky winners today. So please click up your phone and, you know, spend a minute or two and give us a feedback and thank you very much again for this wonderful day. And I wish everybody a great day. Thank you.

>>long from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Welcome back here to AWS reinvent 2019. Great show going on here in Las Vegas, where the Sands were live here on the Cube. Once again, covering it from wall to wall will be here until late tomorrow afternoon. David John Walls were doing by Joined by David. She coaches who is the vice president of product management for hybrid idea Century Lake. Good to see you, You guys and Brandon sweetie, who's the SPP of worldwide cloud sales at Veum With you be with you. This is gonna be a New England sports segment actually surrounded by ruin. Celtics, >>ESPN in Vegas, >>I remind you, the Washington Nationals are the reigning world. Serious shit. Wait a moment. Wait. Shark forever. A moment in time I got stuff. Let's talk about your relationship between via wearing set free like And what brings you here? A WSB offering. You're putting you guys that run on AWS. >>Maybe Maggie jumping and jumping. So look VM wear a long time player in the infrastructure space. Obviously incredible relationship with AWS. Customers want to transform their operations. They want to move to the cloud way have Vienna, where Claude, on a video B s. We continue to take tremendous ground helping customers build and build more agile infrastructure. Make that happen, Van. Where was built on our partners. Right centrally great partner MSP. And we think about helping customers achieve their business outcomes. Key partners like centrally make it happen. You've been a long term partner and done a lot of great things with us. >>Yeah, and really what? What Central Lincoln VM Where have done? I mean, really, we sort of created the manage private cloud market in the early days of managing the Empire solutions for customers, but really were and where we differentiate in other working with GM wear on AWS is really with elements of our network or the ability to take those kinds of solutions and make sure that they're connected to the right networks and that they're tied in and integrated with the customer's existing enterprise and where they want to go as they start to distribute the workload more widely. Because we run that network, we see a lot of the Internet traffic. We see a lot of threat patterns. We see a lot of things emerged with our cyber security capabilities and manage service is. So we add value there. And because of that history with BM wear and in sort of creating that hosted private cloud environment, there's There's a lot of complexity, friendliness inside of our service offer, where we can manage the inn where we can manage it in a traditional model that is cloud verified. And then you could manage it as it starts to move on to the AWS platform. Because, as we all know, and as even you know, Andy has referenced in different points, there's a just about every kind of workload can go to eight of us. But there are still certain things that can't quite go there. And building a hybrid solution basically puts customers in a position to innovate is what a hybrid solution is all about. >>That kind of moves the needle on some of those harder to move working in the M, where is such an obvious place to start? So you try to preserve that existing customer of'em, where customer experience but at the same time you want to bring the cloud experience. So how How is that evolving? >>Yes, it's a couple things, right? So l Tingley customers, they all want to move to the cloud for all the reasons we want security, agility, governance, et cetera. Right, but fundamentally need help. And so partners, like essentially help figure out which workloads are cloud ready, right? And figure that out and then to you, get to know the customer. Really well, begin the relationships that you have, right, and you can help them figure out which workloads am I gonna move right? And then that leads into more relationships on How do I set up d r. Right? How do I offer other service is through eight of us against those work clothes. >>There's a lot of things where being a manage service's provider for a V M were based platform or being. Amanda's service is provided for an AWS platform. There's a lot of things that you have in common, right? First and foremost is that ability toe run your operations securely. You've got to be secure. You know, you need to be able to maintain that bond of trust you need to be auditable. Your your your operations model needs to be something that transparent to the customer. You need to not just be about migrating workloads to the new and exciting environment, but also helping to transform it and take advantage of whether it's a V M where feature tool or next generation eight of us feature it's will. It's not just my great lift and shift, but then helped to transform what that that downstream, long term platform could do. You certainly want Teoh be in a posture where you're building a sense of intimacy with the customer. You're learning their acronyms. You're learning their business processes. You're building up that bond of trust where you can really be flexible with that customer. That's where the MSP community can also come in, because there's a lot of creative things we can do commercially. Contracting wise binding service's together into broader solutions and service level agreements that can go and give the customer something that they could just get by going teach individual technology platform under themselves >>and their ways >>where the service provider community really chips in. >>I think you're right and we think about helping Dr customers success manage service providers because of those engine relationship with customers. We've had tremendous success of moving those workloads, driving consumption of the service and really driving better business outcomes based on those relationships you have. >>So let's talk about workloads, guys. Course. Remember Paul Maritz when he was running the M word? He said Eddie Eddie Workload. Any application called it a device. He called it a software mainframe and Christian marketing people struck that from the parlance. But that's essentially what's happened pretty much run anything on somewhere. I heard Andy Jassy Kino talking about people helping people get off on mainframes. And so I feel like he's building the cloud mainframe. Any work less? But what kind of workloads are moving today? It's not. Obviously, he acknowledged, some of the hard core stuff's not gonna move. He didn't specify, but it's a lot of that hard core database ol TV transit transaction, high risk stuff. But what is moving today? Where do you see that going? >>Don't talk about some customers. >>Yeah, >>so a lot of joint customers we have that. I think you fall into that category. In fact, tomorrow on Thursday, we're actually leading a panel discussion that really dives into some customers. Success on the AWS platform that Central Lincoln are managed service is practice has been able to help them achieve what's interesting about that We have. We have an example from the public sector. We have an example from manufacturing and from from food and beverage example from the transportation industry and airlines. What's really interesting is that in all those use cases that will be diagramming out tomorrow, where VM Where's part of all of them, right? And sometimes it's because I am. Where is a critical part of their existing infrastructure? And so we're trying to be able to do is design, you know, sort of systems of innovation, systems of engagement that they were running inside of an AWS or broadly distributed AWS architecture. But it still needs network integration, security and activity back to the crown jewels and what's kept in a lot of those workloads that already running on the BM where platform So that's a lot of ways. See that a good deal with regards to your moving your sort of innovative workloads, your engagement workload, some of your digital experience, platforms you were working with an airline that wants to start building up a series of initiatives where they want to be able to sell vacation packages and and be very creative in how they market deliver those pulling through airline sails along the way. They're gonna be designing those digital initiatives in AWS, but they need access to flight flight information, schedule information, logistics information that they keep inside of there there. Bm where environment in the centralized data center. And so they're starting to look at workloads like that. We started to look at the N word cloud on eight of us being whereas it a zit in and of itself as a workload moving up to eight of us. There's a range of these solutions that we're starting to see, but a lot of it is still there, and he had the graphic up. There were still, in the very early days of clouded option. I still see a lot of work loads that are moving AWS theater in that system of engagement. How can I digitally engaged with my customers better? That's where a lot of the innovation is going on, and that's what a lot of the workload that are running in launching our >>I mean, we're seeing tremendous momentum and ultimately take any workload, wailed, moving to the cloud right and do it in an efficient and speedy path. And we've got custom moving thousands of workloads, right? They may decide over time to re factor them, but first and foremost, they could move them. They relocate them to the cloud. They can save a lot of costs. Out of that, they can use the exact same interface or pane of glass in terms. How they manage those work clothes, whether they're on Kramer, off Prem. It gives them tremendous agility. And if they decide over time, they have to re factor some workloads, which can be quite costly. They have that option, but there's no reason they shouldn't move. Every single worker today >>is their eyes, their disadvantage at all. If if you're left with ex workloads that have to stay behind, as opposed to someone who's coming up and getting up and running totally on the cloud and they're enjoying all those efficiencies and capabilities, are you a little bit of a disadvantage because you have to keep some legacy things lingering behind, or how do you eventually close that gap to enjoy the benefits of new technologies. Yeah, >>there's a sort of an old saying that, you know, if you're if you're if you're an enterprise, you know, that means you've had to make a lot of decisions along the way, right? And so presumably those decisions added value. It's your enterprise, or else she wouldn't be in enterprise. So it really comes out, too. Yeah, to those systems of records of those legacy systems way talk about legacy systems >>on Lian I t. Is the word legacy. I know it's a positive. United is the word legacy. A majority of >>your legacy is what the value you built up a lot of that, whether it's airline flight data or scheduling, best practices are critical. Crown jewels kind of data systems are really important. It really comes down to it. You're on enterprise and you're competing against somebody that is born in the cloud. How well integrated is everything. And are you able to take advantage of and pace layer your innovation strategy so that you can work on the cloud where it makes sense. You can still take advantage of all the data and intelligence you build up about your customers >>so talking earlier, You guys, it seems like you guys do you see that? That cloud is ultimately the destination of all these workloads. But, you know, Pac thinking about PacBell Singer, he talked about the laws of physics, the laws of economics and the laws of the land so that he makes the case for the hybrid >>Murphy's Law. >>Yeah, so that makes the case for the hybrid world. And it seems like Amazon. To a certain extent, it's capitulating on that, and it seems like we got a long way to go. So it's almost like the cloud model will go to your data wherever it iss. You guys, I think, helped facilitate that. How do you look at that? >>Yes. I mean, part of that answer is how much data centers are becoming sort of an antiquated model right there. There there is a need for computing and storage in a variety of different locations. Right, And there's that we've been sort of going through these cycles back and forth of you use the term software mainframe and the on the Palmer. It's kind, a model of the original mainframe decentralizing out the client server now centralizing again to the cloud as we see it starting to swing back on the other direction for towards devices that are a lot smarter. Processors that are, you know, finally tuned for whatever Internet of things use case that they're being designed for being able to put business logic a whole lot closer to those devices. The data. So I think that is what one of things that I think that said that one of the BM wears. A couple of years ago, data centers were becoming centers of data. And how are you able to go and work with those centers of data? First off, link them all together, networking lies, secure them all together and then manage them consistently. I think that's one of the things I am has been really great about that sort of control playing data plane separation inside your product design that makes that a whole lot more feet. >>I mean, it is a multi cloud, and it's a hybrid cloud world, and we want to give customers of flexibility and choice to move their workloads wherever they need, right based on different decisions, geographic implications, et cetera, security regimens and mean fundamentally. That's where we give customers a tremendous, tremendous amount of flexibility. >>And bringing the edge complicates >>edge, data center or cloud. >>It's so maybe it's not a swing back, you know, because it really has been a pendulum swing, mainframe, decentralized swing back to the cloud. It feels like it's now this ubiquitous push everywhere. >>Pendulum stops. >>Yeah, >>because there's an equal gravitational pull between the power of both locals >>and compute explodes everywhere. You have storage everywhere. So bring me my question of governance, governance, security in the edicts of the organization. You touched on that. So that becomes another challenge. How do you see that playing out what kind of roles you play solving that problem >>on the idea of data governance? Governance? Yeah. I mean the best way to think about our. In our opinion, the best way to think about data governance is that is really with abstraction. Layers and being ableto have a model driven approach to what you're deploying out into the cloud, and you can go all in with the data model that exists in the attraction layers in the date and the model driven architecture that you can build inside things like AWS cloud formations or inside things like answerable and chef and been puppet, their model, different ways of understanding what your application known state should be on. That's the foundational principle of understanding what your workloads are and how you can actually deliver governance over them. Once you've modelled it on and you then know how to deploy it against a variety different platforms, then you're just a matter of keeping track of what you've modelled, where you've deployed it and inventorying those number of instances and how they scale and how healthy there that certainly, from a workload standpoint, I think governance discipline that you need in terms of the actual data itself. Data governance on where data is getting stored There's a lot of innovation here at the show floor. In terms of software to find storage and storage abstractions, the embers got a great software to find storage capability called the San. We're working with a number of different partners within the core of our network, starting to treat storage as sort of a new kind of virtualized network function, using things like sifts and NFS and I scuzzy as V n F that you can run inside the network we want. We have had an announcement here earlier in the week about our central bank's network storage offer. We're actually starting to make storage and the data policy that allows you to control words replicated and where it's stored. Just part of the network service that you can add is a value add >>or even the metadata get the fastest path to get to it if I need to. If I prefer not to move it, you're starting to see you're talking about multiplied this multi cloud world. It seems like the connections between those clouds are gonna be dictated by that metadata and the intelligence tow. You know what the right path is, >>And I think we want to provide the flexibility to figure out where that data needs to reside. Cross cloud on, Prem off from, and you can just hear from the conversation, David, level of intimacy some of our partners have with customers to work through those decisions. Right, if you're gonna move those workloads effectively and efficiently, is where we get a lot of value for our joint customers. >>I mean, she's pretty fundamental to this notion of digital transformation that's ultimately what we've been talking about. Digital transformation is all about data putting data at the core, being able to access that, get insights from it and monetize, not directly, but understand how data affects the monetization of your business. That's what your customers >>and I think we >>wantto. Besides, I think we want to simplify how you want to spend more time looking up. Your applications are looking down your infrastructure, right? Based on all the jury, are drivers across the different business needs. And again, if we can figure out how to simplify that infrastructure, then people could spend more time on the applications because that's how they drive differentiation in the market, right? And so let's simplify infrastructure, put it where it needs to be. But we're going to give you time back to drive innovation and focus on differentiating yourself. >>You know, it's interesting on the topic of digital transformation reindeer. So right, sort of an interesting little pattern that plays out for those of us that have been in the service of writer community for a little while that a lot of the digital transformation success stories that you see that really get a lot of attention around the public cloud like eight of us. The big major moves into going all in on the public cloud tend to come from companies that went all in on the service provider model 10 years ago, the ones that adopted the idea. I'm just gonna have somebody do this non differentiating thing for me so that I can focus on innovation, are then in a better position to go start moving to the cloud as opposed to companies that have been downward focused on their infrastructure. Building up skill sets, building up knowledge base, building up career, path of people that, actually we're thinking about the technology itself as part of their job description have had a hard time letting go. It sort of the first step of trusting the service provider to do it for you lead you to that second step of being able to just leverage and go all in on the public lab. >>And customers need that help, right? And that's where if we can help activate moving those workloads more quickly, we provide that ability, put more focus on innovation to Dr Outcomes. >>I know you're talking about legacy a little bit ago and that the negative connotation, I think. Tom Brady, Don't you think I wanna run number seven? I haven't had a home smiling Would always do it back with more. We continue our coverage here. Live with the cube, where a w s rivet 2019.

>>live from Seattle, Washington. It's the booth covering smartsheet engaged 2019. Brought to you by smartsheet. >>Welcome back, everyone to the cubes. Live coverage of smartsheet engaged here in Seattle. I'm your host, Rebecca Night, along with my co host, Jeff. Rick. We're joined by Anna Griffin. She is the CMO of smartsheet. Thanks so much for coming on the Cube. Thank you, guys for having me appreciate it. So you were your pretty new to this company. Joined in April. I'd love to hear, but you've also had an illustrious career in marketing. You've worked summers and big names, including Apple and Nortel and and Saturn. And you've also worked for Land's end and a whole bunch of different varied career. What attracted you to smart? >>She You know, it was interesting when I first got the call about smartsheet. I had never heard of it. And the way that it was positioned to me was super intriguing. I realized it was one of those a category that's just not established, but a category that has the potential to be the next big thing. And we're not even the potential. I mean, it will be the next big thing and, you know, I met with that was intriguing. But then, you know, I met with the executive team, and it was a perfect combination of a killer product, but a killer company. I can't tell you how special the leadership of this company is and their authenticity and their passion and their drive and their belief. It's so contagious. There's no way you would not want to be a part of it. So on, then, the privilege to be able to tell this company's story I feel like it is the best kept story. Not only in Seattle, potentially the world on I plan to tell the story and And what a gift it was. A great opportunity is a marketer toe have this type of opportunity. >>Well, we're gonna get into how you're going to tell the story. Okay, See you later. But so now you've been here a few months. It is your first ever engaged. What? What does he what are your impressions? >>Well, I wish I had been thio previous engaged to have something to compare it to. But the fact that this conference has doubled in size 4000 customers here and it's only its third show. I will tell you in the industry I've worked, you know, managing events teams for many, many, many years. Not a lot of conferences grow at this size, and Soto have 4000 customers here who are zealots. They are their passion for the product and what it's doing and what it's doing for there. Not only their companies, but their own personal careers. There isn't an empowerment story through their mouse that will just inspire you. So it's It's incredible. The energy here is really, really especially. >>Feel it, too. Way See >>it a lot of the smaller conferences, early days. That's why they're fun to be. Here were last year, when those 2000 it was adjacent to the to the office across the across the water. Exactly, but it is a really passion community, and, you know, Thio here, literal, literal cheers and claps at features. Well, it's great to see, like copy paste from one road to the other because it's clearly something that means something these people and that they have asked for and the company is delivered and really demonstrates, is listening to engage these crazy people. It's a great asset >>wave. That listening thing is huge, and I feel like that's one of the things. And I think it's why there is a CMO now. That's why I get the privilege to be the first CMO is because the customers said way need more awareness of this company. We need our our executives. We need lines of business leaders. We need i t to know who you are and the magic of what you do. We need awareness is gonna make it that much easier for us to get much wider adoption across these companies. If people know who you are and they know you know what you're capable of. So listening. That is one of the number one things we've heard. It's like awareness. They wanted awareness. So because it'll help make them more successful. So I think that was the catalyst for Okay, let's get a cheap Marty Officer, Let's go build >>that about you. What are you gonna do? What it wanted? Some of your top priority is to tell the story and to build brand awareness. >>Yeah, well, um well, you're the first thing was to really kind of Titan are positioning again. It's a great great products make great brands, and this is a great product company. But man were starting to do so much ward than just killer products. We're really getting into this enablement this, um right, transforming companies. And so I wanted to make sure we're positioned properly. And we're really positioning mawr in a more transformative altitude and the capabilities of what we can do. We have found we've spent way too much time talking about technology versus people versus what technology and people are going to do together. And that is the magic of what smartsheet does. It really takes platform a common platform that basically integrates with the Czech investment that you've already made with the systems of record that you already have pools that data out and then allows the people I work with that data all in a common really time, you know, application. And when you can marry those two things together that tech and people, that's when one plus one equals three. And so we call that that three is what we really call achievement again, Like everybody in our space is work work, work, task management, project management, the capability of smart shit Yeah, we do all that, too. But when you play in that transformative altitude, we're in a bling achievement and it enterprise wide level and achieve it like what your business can achieve. But this is the more special part. And this is where I get excited. Did you feel to tell this story is the achievement happens at a personal level to like again? I'm telling you when I talk to customers and I see what they're doing right, you don't understand. You have changed my career. I'm doing more strategic work. I am. I am seen differently in my company. I champion this, like all of a sudden, I am leading big teams. I went from this to this, and there they're empowerment is so big and so really that last mile of digital transformation is cultural transformation. And that's what this product does. And so job one was position. That's properly so we can tell that type of story and really put our solutions in that kind of light because that's what it does on then job to is to launch the campaign launches to the world. So we just launched two weeks ago, and it's a slow roll. I mean, we have hundreds of assets, it in place. So if I love seeing us on television, you know I love seeing is deeply in digital. I love some of the new interesting things that that we could do in media. But when our customers are saying that, you know they're seeing it a CMO like you high from it. Yeah, So it's fun. So jump to launch the campaign and the campaign is, well, we call the campaign can do you know we're positioning the brand as the platform for enterprise achievement. Number one Smart sheet is a platform, I think a lot of people, you know as it's grown. I mean, it truly is a platform, and it really is enterprise strong and wide. It's skills which is important, but its scales So everybody and a company can align organizational alignment to truly achieve something bigger aligned organizations do not fill. And so that's the That's the power. But I digress. >>No question that way >>you know, one of the great legs of your of your go to market strategy and your lead jen is your licensing formula, which enables me as the Spartan sheet licensee to engage lots of people, many outside my own, not by my own team, but my own company. And let them have access to this tool. What a smart, smart waiver. Whoever came up with that licensing strategy? What a great way to introduce the opportunity to use this transformational tool to ongoing and broad audience. >>Yes, your table is so exciting. When I was in the interview process and I was riding on a plane and clearly I had met with the company and I heard somebody in front of me was a consultant, one of the consulting firms who had met a complete stranger on the plane. And somehow Smartsheet came up that she was going you got Oh, my gosh, Smartsheet. This is like she was going. This is the best kept secret. We're using it with all of our clients. We heard about it through one of our clients. That wasn't one of them. We'll use it like Oh, my gosh, this is the game changer. I'm like putting >>my here in between the wayward. I put my hand it as it did You just say smart shape. >>Literally six people on the airplane, random people like, Oh, my gosh, we use it to It was the most surreal experience, and that was when I knew, like, Okay, I've got to be a part of this Coast special. Did a lot of people are now just getting that sensation of what this thing is capable of. And, >>well, it's funny to your personal achievement story. Reminds me of any time you know you got a new software company and whether, you know, centered alloy Dorian, Why, when those guys come in, they're making a big bet right there. Some new partner's gonna bet. Bet their career on this new technology. We've heard from a number of people how betting their career internally with smartsheet has changed their position in the company. Yes, for that today, a couple of times. So clearly you know it. It is an enablement platform for someone to, you know, grab on to the to the rocket ship and ride this Marchi wave thio new and bigger, better things, >>but but also her point about just even just participating in the technology. And then they're able to, as you said, work on more strategic work, be able to do more things in their jobs that have been catapulted them to new job. So it's not even necessarily betting on smartsheet bringing in smart cheat. But it is just just using smart sheet and then therefore they have more brain time. Yes, yes, oh, engagement we're talking about, >>right, right? You know, it is because we've been talking a lot about you know, some of the really scary statistics about how disengaged people are at work and how many people are ready to quit their job. And, you know, they've got all these blocks. Is menial roadblocks in their day to day existence that are that are negatively impacting their ability to want to do their job or but actually just want to be there anymore. And so it's It's like seems maybe to the outside, looking in some of these things by seem low value, but they're actually tremendous value. If you're removing these roadblocks so I can get my job done >>totally and love your job, you love your job. But know that the work that you do matters and I think so many people have lost that feeling like there's something about working and I don't know if it's the corporate world. But it has become such a grind, and that rare opportunity would like. I love what I do, and I know that it matters. It's a gift, and this is a platform that enables bad in people. And so I think that's when the fascinating things I've been spending a lot of time on the road with customers and I was at a very big multi national, big global agricultural company. And, um, Singer, Actually, I'm watching WAY Bet with probably 200 different Just what I would call power users across seven different you know, roll types like from I t toe hsc thio, you name it. And, um, every single one of them is like art. We're doing more like we are in power, like the engagement, the employee engagement in that company through the roof because every single person felt like were hurt. I have ownership, you know. I'm doing work. I'm taking it to a new level. And so you know, sure, there is a Thanh of operational efficiencies that are gonna come out of working with smartsheet. But I think the one to watch is what's gonna happen when your workforce is truly engaged and taking ownership of the work. Those were the good. Those are the companies that are going to have a higher retention. They're gonna have you. They're going to see something in that in that talent area. So this is more than just We're getting more work done and return on investment of our our our systems, like you're going to see you know what happens when your when your employees are empowered. >>Well, the word you didn't use his innovation that I firmly believe everyone wants more innovation, their company. >>But how do you do >>it? One of those? I think it's really simple. Lever on that is you just get more people more access to more data and then the ability to do something about it and open it up to all the smart people that see problem to different prisons in different opportunities. And that's where you start to get in. A leverage is amazing talent that you already have inside your four walls. >>But what is interesting about innovation, as I think sometimes the world so over rotates that innovation is gonna be that next killer line of code or it's going to be and they forget that the power of practical innovation like it's that Siri's of small collected things at out up, allowing your entire, you know, employee population to feel like they have the power to innovate us. That every person in the company has the power because the power practical innovation can lead to something Justus Big is the big already. >>Dev. Ops has shown that that's a better way anyway, right in software development, with the grand idea with the market development plan and the product development plan and the three year build cycle that's does not win against constant religious narrative improvement. Improvement, improvement, improvement, improvement. Yes, >>indeed. So you and you said this earlier and I saw it on your Lincoln to the last mile of digital transformation is cultural transformation. How do you describe the culture at smart shape now? I mean, we've talked about the evangelical customers Yeah, about with in smartsheet itself. >>It's, um it's pretty special. Know what you're gonna say? Of course. And see him? I was gonna say special, but it is. It is rare when people everyone comes to work with this belief like this true belief that they are They have the power to influence something and touch something that's going to do something great for other people. And I think that's what eyes, the most specialised. They they're not just doing it for themselves. They know they're doing it for others, like they know they love these guys. Every single person in the company loves that customer like the love ability, They love the customer, and they feel like they've got to do their best work so their customer can do something great with it. You know, they really understand that, and that's Ah, it's an incredible place to wanna work when you, when you feel that way but toe love your customers. I think that's why our customers love us back and to be loved. You must first love and because they love you know, it's it's >>rare. Well, congratulations. It sounds like it's a great role and you're in the right place. And I can't talk to you next year and hear more about can do and and all of the wonderful things you're doing. Thank you. Thank you, guys. I'm Rebecca Knight. That wraps up the cubes. Interviews. Stay tuned for our rap of engaged 2019 you're watching the Cube

>>live from Seattle, Washington. It's the booth covering smartsheet engaged 2019. Brought to you by smartsheet. >>Welcome back, everyone to the cubes. Live coverage of smart. She engaged here in Seattle. I'm your host, Rebecca Night, along with my co host, Jeff. Rick. We're joined by Anna Griffin. She is the CMO of smartsheet. Thanks so much for coming on the Q. Thank you, guys for having me appreciate it. So you were your pretty new to this company joined in April. I'd love to hear, but you've also had an illustrious career in marketing. You've worked several big names, including Apple and Nortel and and Saturn. And you've also worked for Land's end and a whole bunch of different varied career. What attracted you to smart? She You know, it >>was interesting when I first got the call about smartsheet. I had never heard of it, and the way that it was positioned to me was super intriguing. I realized it was one of those a category that's just not established, but a category that has the potential to be the next big thing. And we're not even the potential. I mean, it will be the next big thing and you know, I met with that was intriguing. But, you know, I met with the executive team and it was a perfect combination of a killer product, but a killer company. I can't tell you how special the leadership of this company is and their authenticity and their passion and their drive and their belief. It's so contagious. There's no way you would not want to be a part of it. So on, then, the privilege to be able to tell this company's story I feel like it is the best kept story not only in Seattle, potentially the world on I plan to tell the story and and what a gift. But what a great opportunity is. A marketer toe have this type of opportunity. >>Well, we're gonna get into how you're going to tell the story, okay, a little bit later, but so now you've been here a few months. It is your first ever engaged What? What does he what are your impressions? >>Well, I wish I had been thio previous engaged to have something to compare it to. But the fact that this conference has doubled in size 4000 customers here and it's only its third show. I will tell you in the industry who have worked, you know, managing events teams for many, many, many years. Not a lot of conferences grow at this size, and Soto have 4000 customers here who are zealots. They are their passion for the product and what it's doing and what it's doing for there. Not only their companies, but their own personal careers. There isn't an empowerment story through their mouse that will just inspire you. So it's It's incredible. The energy here is really, really especially. >>Feel it, too. Way See >>it a lot of the smaller conferences early days. That's why they're fun to be. Here were last year, when those 2000 it was adjacent to the to the office across the across the water. Exactly, but it is a really passion community, and you know, Thio here, literal, literal cheers and claps at features. It's great. It's like copy paste from one road to the other because it's clearly something that means something these people and that they have asked for and the company is delivered and really demonstrates, is listening to engage these crazy people. It's a great asset >>wave. That listening thing is huge, and I feel like that's one of the things. And I think it's why there is a CMO now. Why get the privilege to be the first CMO is because the customers said way need more awareness of this company. We need our our executives. We need lines of business leaders. We need i t to know who you are and the magic of what you do. We need awareness is gonna make it that much easier for us to get much wider adoption across these companies. If people know who you are and they know you know what you're capable of. So listening. That is one of the number one things we've heard. It's like awareness. They wanted awareness, so because >>it'll help make them >>more successful. So I think that was the >>catalyst for OK, let's get achieve, Marty. Officer, Let's go build that about you. What are you gonna do? What were some of your top priority is to tell the story and to build brand awareness. Yeah, well, um well, you're the first thing >>was to really kind of Titan are positioning again. It's a great great products make great brands, and this is a great product company. But man were starting to do so much more than just killer products were really getting into this enablement this, right, transforming companies. And so I wanted to make sure we're positioned properly. And we're really positioning mawr in a more transformative altitude and the capabilities of what we could do. You know, we have found we've spent way too much time talking about technology versus people versus what technology and people are going to do together. And that is the magic of what Smartsheet does. It really takes a platform, a common platform that basically integrates with the tech investments. And you've >>already made with the systems of record that you already have pools that data out and then allows >>the people I work with that data all in a common really time application. And when >>you can marry >>those two things together, that tech and people, that's when one plus one equals three. And so we call that that three is what we really call achievement again, like >>everybody in our space >>is work work, work, task management, project management, the capability of smart shit. Yeah, we do all that too. But when you're playing that transformative altitude, we're in Ebeling achievement and it enterprise wide level and achievement, like what your business can achieve. But this is the more special part, and this is where I get excited. Did you feel to tell this story is the achievement happens at a personal level to like again? I'm telling you when I talk to customers and I see what they're doing right, you don't understand. You have changed my career. I'm doing more strategic work. I am. I am seeing differently in my company. I champion this, like all of a sudden I am leading big teams. I went from this to this, and there they're empowerment is so big and so really that last mile of digital transformation is cultural transformation. And that's what this product does. And so job one was position. That's properly so we can tell that type of story and really put our solutions in that kind of light because that's what it does on then job to is to launch the campaign launches to the world. So we just launched two weeks ago and it's a slow roll. I mean, we have hundreds of assets it in place. So if I love seeing us on television, you know I love seeing is deeply in digital. I love some of the new interesting things that that we can do in media. But when our customers are saying that you know they're seeing it, a CMO like you gonna get a high from it. Yeah, So it's fun job to launch the campaign, >>and the campaign is, well, we call the campaign can do you know we're positioning >>the brand as the platform for enterprise achievement. Number one Smart sheet is a platform, I think a lot of people, you know as it's grown. I mean, it truly is a platform, and it really is enterprise strong and wide. It's skills which is important, but its scales So everybody and a company can align organizational alignment to truly achieve something bigger aligned organizations do not fill. And so that's the That's the power. But I digress. >>No question that way >>you know, one of the great legs of your of your go to market strategy and your lead Jen is your licensing formula, which enables me as the Spartan sheet licensee to engage lots of people many outside my own, not by my own team, but my own company. And let them have access to this tool. What a smart, smart waiver. Whoever came up with that licensing strategy? What a great way to introduce the opportunity to use this transformational tool to ongoing and broad audience. Yes, >>your table is so exciting. >>When I was in the interview process and I was riding on a plane and clearly I had met with the company and I heard somebody in front of me was a consultant, one of the consulting firms who had met a complete stranger on the plane. And somehow Smartsheet came up that she was going you got Oh, my gosh, Smartsheet. >>This is like she was going. This is the best kept secret. We're using it with all of our clients. We heard about it through one of our clients That wasn't one of them. We'll use it like Oh, my gosh, this is the game changer. I'm like putting my here in between the wayward I put my hand in as it did You just say smart shape. Literally six people on the airplane, random people like, Oh, my gosh, we use it to. It was the >>most surreal experience, and that was when I knew, like, Okay, I've got to be a part of this Coast special. Did a lot of people are now just getting that sensation of what this thing is capable of. >>And, well, it's funny to your personal achievement story. Reminds me of any time you know you got a new software company and whether you know, center Deloitte or even why, when those guys come in, they're making a big bet right there. Some new partner's gonna bet. Bet their career on this new technology. We've heard from a number of people how betting their career internally with smartsheet has changed their position in the company. Yes, we find that today a couple of times so clearly you know it. It is an enablement platform for someone to, you know, grab on to the to the rocket ship and ride this Marchi wave thio new and bigger, better things, >>but but also her point about just even just participating in the technology. And then they're able to, as you said, work on more strategic work, be able to do more things in their jobs that have been catapulted them to new job. So it's not even necessarily betting on smartsheet and bringing in smart cheat. But it is just just using smart sheet and then therefore they have more brain time. Yes, yes, oh, engagement we're talking about, >>right, right? You know, it is because we've been talking a lot about you know, some of the really scary statistics about how disengaged people are at work and how many people are ready to quit their job. And, you know, they've got all these blocks. Is menial roadblocks in their day to day existence that are that are negatively impacting their ability to want to do their job or but actually just want to be there anymore. And so it's It's like it seems, maybe to the outside, looking in some of these things by seem low value, but they're actually tremendous value if you're removing these roadblocks so I could get my job done >>totally and love your job, you love >>your job. But know that the work that you do matters and I think so many people have lost that feeling like there's something about working and I don't know if it's the corporate world, but it has become such a grind and that rare opportunity. We feel like I love what I do, and I know that it matters like it's a gift and this is a platform that enables bad in people. And so I think that's when the fascinating things I've been spending a lot of time on the road with customers and I was at a very big multi national, big global agricultural company. And, um, Singer, Actually, I'm watching WAY Bet with probably 200 different Just what I would call power users across seven different you know, roll types like from I t toe hsc thio, you name it. And, um, every single one of them is like art. We're doing more like we are empowered, like the engagement, the employee engagement in that company, through the roof because every single person felt like were hurt. I have ownership, you know. I'm doing work. I'm taking it to a new level. And so you know, sure, there is a Thanh of operational efficiencies that are gonna come out of working with smart shape, But I think the one to watch is what's gonna happen when your workforce is truly engaged and taking ownership of the work. >>Those were the good. Those are the companies that are >>going to have a higher retention they're gonna have >>They're going to see >>something in that in that talent area. So this is more than just We're getting more work done and return on investment of our our our systems like you're going to see you know, what happens when your when your employees are empowered. >>Well, the word you didn't use his innovation that I firmly believe everyone wants more innovation, their company. >>But how do you do >>it? One of those? I think it's really simple. Lever on that is you just get more people more access to more data and then the ability to do something about it and open it up to all the smart people that see problem to different prisons in different opportunities. And that's where you start to get in. A leverage is amazing talent that you already have inside your four walls. >>But what is interesting about >>innovation is I think sometimes the world so over rotates that innovation is gonna be that next killer line of code, or it's going to be and they forget that the power of practical innovation like it's that Siri's of small collected things at out up, allowing your entire, you know, employee population to feel like they have the power to innovate us. That every person in the company has the power because the power practical innovation can lead to something Justus biggest the big already >>Dev Ops has shown that that's a better way anyway, right in software development, with the grand idea with the market development plan and the product development plan in the three year build cycle that's does not win against constant religious narrative improvement. Improvement, improvement, improvement, improvement. Yes, >>indeed. So you and you said this earlier and I saw it on your Lincoln to the last mile of digital transformation is cultural transformation. Yes. How do you describe the culture at smart shape now that we've done talked about the evangelical customers Yeah, about with in smartsheet itself, it's, um it's pretty >>special. Know what you're gonna say? Of course. And see if I was >>gonna say special. But it is. It is rare >>when people everyone comes to work with this belief like this true belief that they are. They have the power to influence something and touch something that's going to do something great for other people. And I think that's what is the most special is they? They're not just doing it for themselves. They know they're doing it for others, like they know they love these guys. Every single person in the company loves that customer like the love ability, They love the customer and they feel like they've got to do their best work. So their customer, I can do something great >>with it. You know, they really understand that. >>And that's Ah, it's an incredible place to wanna work when you, when you feel that way but toe love your customers. I think that's why our customers love us back and to be loved. You must first love >>and because they love you know, it's it's rare. Well, congratulations. It sounds like it's a great role and you're in the right place. And I can't talk to you next year and hear more about can do and and all of the wonderful things you're doing. Thank you. Thank you, guys. I'm Rebecca Knight. That wraps up the cubes. Interviews. Stay tuned for our rap of engaged 2019 you're watching the Cube

>> live from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM wear and its ecosystem partners. >> Well, good afternoon. And welcome back to San Francisco. Where Mosconi north along with David Dante, John Wall's You're watching our coverage here. Live on the Cuba Veum world. 2019 days. I've been over on the other set. I know you've been busy on this side as well. Show going. All right for you >> so far. Yeah, A lot of action going on over here. We had a pact Hellsing on this morning, Michael Dell, with this VM wear hat, we get Sanjay Putin downtown later. >> Yeah, yeah. Good light up. And that lineup continues. Great. Use the CEO Veritas. >> Great to be here. Very John, >> actually, just outside the Veritas Meadow here. Sponsored the this area. This is the meadow set. That >> nice to be here? Yeah, I didn't know >> that. All right, just first off, just give me your your idea of the vibe here. What you are. You're feeling >> what? I think there's a tremendous amount of energy. It's been a lot of fun to be here Obviously VM was talking about this hybrid multi cloud world, and Veritas is 100% supportive of that vision. We work with all the major cloud service providers, you know, eight of us. Google. Microsoft is or we share thousands of customers with the M, where some of the biggest customers, the most complicated customers in the world, where we provide availability and protection and insights for those customers has always >> been the ethos of veritas. When you go back to the early days of Veritas, essentially, it was the storage management, you know, the no hardware agenda, the sort of independent storage company, but pure software. >> That sounds. You >> know, years ago there was no cloud, but there were different platforms, and so that that that that culture has really migrated now into this multi cloud work world. Your thoughts on that >> absolutely look, you know, I'll give an example of a customer that we worked with closely with VM wear on, and that is Renault. America's Renault is Ah, big joint venture. They've got a huge ASAP installation 8000 users 40 terabytes, Big Net backup customer. They also use their products in for a scale and V. R P for availability and D r. And they work with us because we are hardware agnostic. They looked at us against the other competitors, and we're hardware agnostic. And because of that where we came in its 60% lower TCO than those other providers. So we that hardware agnostic approach works really well. You were >> Just touch it on this great little bit when you said, You know whether Tiger, whether it's multi, whether it's private, whatever it is, you know we're here to provide solutions. The fact that this stuff is hard to figure out and really kind of boggle the mind a bit, it's very complex. Um, how much of an inhibitor is that? In terms of what you're hearing from clients and in terms of their progress and and their decision making >> well, let me explain where we sit. And we are the leader in enterprise data protection, availability and insights. We work with the largest, most complex, most high route, highly regulated and most demanding customers on the planet. 99 of the Fortune 100 are customers of Veritas. 10 of the top 10 tell coast 10 of the top 10 healthcare companies and 10 of the top 10 financial institutions. I spend about 50% of my time talking to these customers, so we learn a lot. And here the four big challenges they're facing first is the explosion of data. Data is just growing so fast, Gardner estimates will be 175 Zita bytes of data in 2025. If you cram that in, iPhones will take 2.6 trillion iPhones and go to the sun and back, right? It's an enormous amount of data. Second, they're worried about Ransomware. It's not a question off if you'll be attacked. It's when you'll be attacked. Look at what's happening in Texas right now with the 22 municipalities dealing with that. What you want in that case is a resilient infrastructure. You wanna be terrible to restore from a really good backup copy of data. Third, they want the hybrid multi cloud world, just like Pak Gil Singer has been talking about. That's what customers want, but they want to be able to protect their data wherever it is, make it highly available and get insights in the data wherever it's located. And then finally, they're dealing with this massive growth in government regulations around the world because of this concern about privacy. I was in Australia a few weeks ago and one of our customers she was telling me that she deals with 27 different regulatory environments. Another customer was saying the California Privacy Act will be the death of him. And he's based in St Louis, right? So our strategy is focused on taking away the complexity and helping the largest companies in the world deal with these challenges. And that's why we introduce the enterprise. Data Service is platform, and that's why we're here. VM world Talking >> about Greg. Let's unpack some of those, Asai said. Veritas kind of created a market way back when and now you see come full circle, you got multi cloud. You have a lot of new entrance talking about data management. That's it's always been your play, but you came to the king of the Hell's. Everybody wants a piece of your hide, so that's kind of interesting, But but data growth. So let's let's start there. So it used to be data was, ah, liability. Now it's becoming an asset. So what? What your customers saying about sort of data is something that needs to be managed, needs to be done cost effectively and efficiently versus getting more value on data. And what's Veritas is sort of perspective. >> They're really trying to get insights in their data. Okay. And, uh, that's why we acquired a company called Apt Are. So when I This is my second time of Veritas. I was here from 2003 to 2010 rejoined the company of 2018. I talked to a lot of customers. I've found that their infrastructure was so complex that storage infrastructure so complex the companies were having a hard time figuring out anything about their data. So they're having the hardest time just answering some fundamental questions that boards were asking. Boards are saying because of the ransomware threat. Is all our data protected? Is it backed up? Are all our applications backed up and protected and customers could not answer that question. On the other hand, they also were backing up some data 678 times wasting storage. What apt are does, and it's really amazing. I recommend seeing a demo of that. If you get a chance, it pulls information from Santa raise network file systems, virtual machines, uh, san networking and all data protection applications to get a complete picture of what's happening with your data. And that is one example off what customers really want. >> Okay, so then that kind of leads to the second point, which is ransomware now. Part of part of that is analytics and understanding what's going on in the system as well. So but it's a relatively new concept, right? And ransom. Where is the last couple of years? We've really started to see it escalate. How does Veritas help address that problem? And does apt our play a role there? >> Well, Veritas, it just helps it. Cos address that problem because veritas helps create a resilient infrastructure. Okay, the bad guys are going to get in spear. Phishing works. You know, you you are going to find some employees were gonna click on a link, and the malware is going to get in so all you can do to protect you ultimately have tohave a good backup copies so you can restore at scale and quickly. And so there's been a lot of focus from these large enterprises on restoring at scale very quickly after ransom or attack, it's you're not beholden. You can't be extorted by the ransom or >> the third piece was hybrid. And of course, that leads to a kind of hybrid multi cloud. Let's let's put that category out there now. I've been kind of skeptical on hybrid multi cloud from an application perspective in other words, the vision that you can run any app anywhere in the world without having a retest Rica pile. I've been skeptical that, but the one area that I'm not skeptical and the courage with is data protection because I think actually, you can have a consistent data protection model across your on Prem different on prams, different clouds, because you know you're partnering with all the different cloud cos you obviously have expertise in on premise. So so talk about your approach, their philosophy and maybe any offering. >> Well, this is really what sets us apart. We have been around for 25 years, 2000 patents. We protect everything. 500 different sources of data 150 different targets, 60 different cloud service providers, you know, we compete with two categories of players. We compete with the newcomers, and they only they will only protect your most current technology. They don't go back. We've been around for 25 years. We protect everything, right? We also can't compete with the conglomerates, Okay? In their case, they're not focused. They're trying to do everything. All we do is availability, protection and insights. And that's why we've been in Gardner M Q 13 times and where the market share leader also absolutely >> touch me. Someone Dave was saying about the application side of this. I mean, just your thoughts about, you know, the kinds of concerns the day raises. I mean, it is not alone in that respect. I mean, there are general concerns here, right about whether that that'll fly. What do you think? In terms, >> I think the vision is spot on and like, oh, visions, it takes a while to get to. But I think what VM wears done recently in the acquisition, there've been basically trying to make the control plane for compute okay, and their acquisition of carbon, black and pivotal add to that control plane we're gonna be We are the control plane for data protection. I mean, that's that's the way our customers rely on, >> but that makes sense to me. So I think I feel like the multi cloud vision is very aspirational today, and I think it's gonna be really hard to get there without homogeneous infrastructure. And that's why you see things like Outpost to see the Oracle has clouded customer. You've got Azure Stack. So and I think it's gonna be a multi vendor world. However I do think is it relates the data protection you can set a standard and safe. We were going to standardize on Veritas. So one of us So I think that it's it's achievable. So that was my point there. The last one was was regulations. Do you think GDP are will be a sort of a framework globally body of customers seeing there? >> Well, they're dealing with more than GDP are like I talked about that one customer, 27 different regulatory environments and the challenge there is. How do you deal with that when you don't know what you have in terms of data, the 50% of data is what we call dark data. You don't know anything about right, so you need help classifying it, understanding and getting insight into that data, and that's what we can help >> our customers. But howdy, howdy, dildo. In that environment, I mean, I mean, a day raises the point. This is obvious. A swell that mean you cite California right, which is somewhat infamous for its own regulatory mindset. I mean, how do you exist? What? The United States has privacy concerns and Congress can address it, and various federal agencies could do the same Europe. Obviously we talked about now Australia. Now here. Now there you get this Balkan I system that has no consistency, no framework. And so how do you operate on a global scale? >> A. Mentally. It relies on classifying that data right. Understanding what's where and what do you have is a P I. I personally identifiable information. Is it information that's intellectual property? What kind of data you have once you have that insight, which is what we provide, you can layer on top of the regulatory Is that compliance? >> Star I P. Is that Veritas i p. A blender? >> It's a blend of avatar and veritas I p. We have a product called Info Studio that helps toe provide that now Remember one of the things that are net backup product has is a catalogue of data. So we know where the data is primary to secondary storage, and we have all the versions of that data. And then we can run analytics against the secondary storage and not hit the primary systems. Right? So we're out of band to the primary systems, and that turns out to be very valuable in the state's a >> question. The catalog. I can't do this without a catalogue in the enough to geek out here a little bit, but but you've got a little bit when you bring in multi clouds. Other clouds. How do you incorporate you know that knowledge into your catalog? >> Yeah. Art, art, technology work Idol of works across multiple clouds. So we work with 60 different Cloud service providers. There's three big ones represented here today. Microsoft, AWS and Google. We work very closely with all three, and >> that's because you do the engineering at the A P. I level. Our engineering teams work very, very closely together. Okay, um, so let's talk about competition a little bit. The markets heated up. It's great. It's good to see all this VC money floating in. Everybody I said wants a piece of your hide. Why Veritas? >> Well, I explained that, you know, we are the leader in enterprise, data protection, availability and insights. There are some newcomers. They just will support you on your current technology. They don't support the infrastructure you've had for many years. If your large complicated enterprise you have layers of technology, we support all that with VIN amount for 25 years against, the big conglomerates were completely focused. And that's why we're the leader, according to Gartner, in the Leader's Quadrant 13 years >> now. And just as we close up you talked about, you brought up the case in Texas, about 22 municipalities. You do a lot of public sector work states, federal government ever. It's just what is the difference of different animal between public and private and and what you need to do in terms of providing that >> we're struggling with the same challenge. In fact, we work with some of the largest government agencies in the world, and they're struggling with exactly the same challenge. They also want leverage the public cloud. They're worried about ransom where you know they're dealing with data growth. All of these are challenges to them. And that's the, uh So these are common challenges we're addressing. Our strategy is to help our customers with these challenges so they can focus on the value of data >> 18 months in. You seem pumped up. Does having a great time team fired up >> way. Get that right. Great. But you're okay with big geeking out to write a very good thanks for the time You've run out of time. 40 Niners next time. All right. Greg Hughes joining us from Veritas. Back with more Veum, World 2019 right here on the Cube. >> Thank you.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by IBM Wear and its ecosystem partners. >> Welcome to our live coverage here in Mosconi North Lobby, Of'em World 2019. I'm John for a Student and a Volante celebrating our 10th VM World or 10 years of covering the M world. Dave's stew. What a run been Go back across Mosconi South 10 years ago with the green set. This is 10 years later. 10:10 p.m. World BMC Rule No longer the show, so that kind of folds in the Dell Technologies Man, The world's changed. Pat Nelson had just delivered his keynote as CEO Sanjay Poon and a CEO came on talk to customers stew. A lot of acquisitions, a lot of cloud native, a lot of cloud. 2.0, this is turning into VM. Wear 2.0, where vm zehr kind of only one part of the equation. So let's jump into the analysis, Dave. I mean, you put out some killer research on silken angle dot com, and we keep on dot com around customer spend still, we put out a lot of analysis on all the key trends that Vienna was playing into. Cloud two point. Oh, is what we're calling it. It's enterprise Cloud of fresh scale Day. What? What? What? What do you want? Your analysis, Latino >> John, when you go back. 10 VM Worlds ago, it was all about virtualization, completely changing the deployment dynamics. When when I first saw a VM deployed, I went, Oh, my God, This is gonna change everything. And it did. But while compared to now what's happening with cloud and a I we heard so much about five g. It was also the big, big difference in the ecosystem. Back when e. M. C owned VM wearing 2010 there was that sort of Chinese wall stew. You were working there, you know, just before that. And there wasn't a lot of, you know, swapping of I P, if you will. They were sort of treating them as unequal player to net app and everybody else out there. Tod Nielsen used to say, for every dollar spent on of'em were licensed, 15 spent an ecosystem. You don't hear that kind of narrative anymore, you hear we're crushing the HC. I vendor where number one basically a sort of backhand to Nutanix We heard on the on the keynote Very tight integration VX rail project Dimension So much, much tighter integration since Pat Tell Singer joined VM. Where from the emcee lots has changed >> will be a lot of research on reporting leading up to the show around Cloud two point. Oh, I'll see Dev. Ops is willing to home of the dimension on enterprise scale, the number of acquisitions of'em wears made and then, boom. They dropped two monsters on the table or the 11th hour pivotal for 2.7 billion carbon black for 2.1 billion. Lot of stories in those AK was other acquisitions, your analysis and how that played out today on the >> Kino. As Dave said when we started coming to this event back in 2010 you know, the virtual machine was the center of the universe. What were these servers that it lived on, how to storage and network and get fixed to be ableto live in that environment And the keynote. It was a lot of cloud, you know, John, we brought in a lot of the Cloud camp people that first year and some people were like, Why are we talking about Cloud? This is VM World, and we're like, Well, this is the future. And today we're not talking about V EMS at the center we're talking about containers were talking about cloud native applications, that multi cloud world absolutely something that pack l singer did. Front center actually felt it almost glossed over a little bit of the H C, I and NSX and all these wonderful things. Sure, there was some big del pieces in there. The M word cloud on Delhi emcee the Del Di are, you know, data protection, power protect, you know, into the VM where peace something that you definitely would not have seen under the old emcee Federation model. So Michael Dell, absolutely having his strong footprint here. Dave's done a lot of analysis talking about things like Pivotal getting pulled in and like so many different acquisitions, Pivotal came out of'em wear and, you know, carbon black Boston based companies so many different pieces here to get them talking about applications and where Veum, where the company sits in this multi cloud world where they're trying to be, you know, maintain their relationship with us. >> Let's get into the analysis on the whole ecosystems. I really want to dig into the work. Dave, you didn't and the team did. But let's go through the keynote first. So my personal opinion was it felt like, um, I'll give him a C plus Pat because it just didn't have a lot of meat. In my opinion, it felt like it was too much tech for good, although super important to have that mission driven stuff I think is really valuable as the market tends to look >> at tech >> as bad actors. I thought that was addressing. That was a positive thing, but it felt too much. I didn't see a lot of specifics. It felt do is and David, if they were hiding something, they were putting a lot of it didn't seem like there's a lot of substance coming out specifically around how Kubernetes was going to be impacted. Specifically, how Cooper is going to sit within the VM where ecosystem products specifically I just didn't feel like the product side was there. >> Well, you know what? I'll say it, John and General, I agree with you because Day one usually is here is the company vision. And if the vision is kubernetes, well, we've been hearing kubernetes for a bunch of years. Kubernetes is not the answer. Kubernetes is an enable ionizing technology job. Ada, who we up on stage? You know, we had him on the Cuban. He's like, look committed. This is not a magic layer. It's this thin layer that's gonna help us go between clouds. Getting into some of their future projects is something I usually would expect on Day two, the vision of V. M. Whereas a company, it feels like we're in that transition from who do you want a big tech for? Good? That that's great stuff. You know, Pat has a long history of talking about, you know, that moral compass that he has and wants the company to live. That which is a good change from many of the Silicon Valley companies. But, you know, I didn't get a strong feel for their vision and it was not >> a conservative. They didn't want to actually put a position down there because I think everyone in the hallway that I talked to wants to know how Cooper is gonna impact the sphere for instance, is gonna change the makeup of the sphere. And what's the impact on the product side the head that stat about bare metal being 8%. I was like, a little bit biased. Maybe there, So are they. They tiptoeing. Dave, you think? I mean, the spend numbers show that if you could just hold the line for 24 months and the new trends won't take away from that license, I mean, is it a tactical thing? Or do you think that here's the >> thing? I want to go back? I do want to give'em where? Props on one thing and you've used this term to If you go back to 8 4009 Paul Maritz talked about. We're building the software mainframe and passed them pretty consistent about that they used, they said, Any workload, any app? What's different today than back then is, he said, any workload, any up any cloud. Really. Cloud wasn't as much of a factor back then, but that vision has been fairly consistent it to you. Answer your question, Veum. We're spending remains strong, you know they're spending data that we shared with the GT R on silicon angle yesterday and today is that 41% of the VM were installed. Base is going to spend Maurine the second half of 2019 and only 7% are going to spend less. Okay, that's a real positive. But at the same time, the data clearly shows that cloud is negatively impacting VM wear spend and so that's a real threat. So multi club Pat said today technologists who Master Master Multi Cloud will own the next decade. He's talking to his audience. I'm not sure I agree with that. How much you're mastering Multi Cloud is what's gonna be the determining factor to own the next decade. >> Well, I'm stumped. Stick with my position. That multi cloud is not a reality. I think it's really more overhyped, and our actually just started to be hyped and probably will be then over hypes. And then seven years from now we'll start seeing multiple clouds truly interoperable. But I think multi cloud is we find on the Cuba simply enterprises have multiple vendors and multiple environments that happen to be those vendors have cloud, so I don't think it actually is an operating model yet. But again, just like on the Cube 2012 stew. We talked about hybrid Cloud. I called. I asked, yes. When was it a halfway house of the weigh station? He had a connection. >> So gassy. So, John, here's what I say. Number one is customers today absolutely have multiple clouds. But for multi cloud, to be a reality multi cloud must be greater than the sum of just the piece is that it's made up today and absolutely were not there. Today. VM wear has a strong reason why it should be at the center of that discussion. But they're gonna be right at loggerheads with Red Hat and Microsoft and Google and Cisco in that kind of debate at the multi cloud >> and we had, we had a story on our special report on silicon angle dot com. Check it out. It's called Coping With Multi Cloud. Were coping was by design. Coping as a mechanism used to deal with uncertainty. Coping strategies is what CEOs are going to deal with. But read that post. But in it I kind of see. I mean, I kind of agree and disagree. We have two perspectives, Dave developing. You want to get your thoughts butts do on this C I ose that come from a traditional I t background tend to like multi vendor things because they know they don't want lock. And they're afraid if you then swing to the progressive side si SOS, for instance, who are have a gun to their head in terms of security, they're all saying no, we're betting on one cloud and we'll have backup clouds, but our development staff is gonna build stacks. Have AP eyes, and we'll share those AP ice to our suppliers. Cloud vendors are saying Support our specs. So to spectrums the old school I t. Guys saying Multi vendor equals multi cloud. And then then, on the other end, See says to say, I'm gonna build technology and build a stack, exposed FBI's and let the clouds support my my tooling that not the other way around your thoughts. I >> pulled a quote in my piece That's on Silicon angle as well. From David. If lawyer and he was defining a hybrid multi cloud, he said, any application of application service can run on any note of the hybrid cloud without rewriting re compiling a re testing. My argument would be you're never gonna have that North Star without a high degree of homogeneity. And there's three examples of high degrees of homogeneity in hybrid Cloud. Today it's azure stack. It's clouded customer, and it's outposts. You're so this idea that we're gonna have this diverse set of clouds and yet they're all gonna run is one to me. I ask, Is it technically feasible? And is it Is it practical? >> Well, Steve, Steve Harry was on his Hey had announced the signal. FX has come. Portfolio can be sold on a big deal to split when he was on The Cube with me last week and he said one of them looking back on the 10 years that 1 may be M where great was virtual ization allowed for massive efficiencies and improvements without rewriting the apse. The question today's point is, is that a reality? Can what's next? So that that next gain that's not gonna require people to rewrite their APs >> well and that actually not rewriting the axes where VM or has its strength. Because, you know, I I made a joke during the keynote. It was like you have a V M insert magic. Congratulations. You now have a cloud workload because I just did. VM were cloud and it's the same app. But on the other hand, that's actually been my biggest dig on V M. Where is the long pole? In the tent and modernization is modernizing wraps. And that is that Tom Zoo that Veum were announced. They're taking bit Nami and pivotal because we do need to modernize the application. If you have an application, you've been running long enough that your users are complaining about it. We need to modernize that. VM wear has not been much of enabler of that pivotal. Yes, absolutely. That's what the cloud Foundry Labs, the pivotal Labs has been doing for years. It is a tough thing to do. That's what the developers we hear it Amazon. They're building new abs. I don't hear modern building new app at VM where, but they are moving in that >> direct question for you guys and John you in particular, but also used to as well followed AWS probably more closely than any two people I know, Pat said. Strength, lies and differences, not similarities. I've noted many differences in philosophy between A. W S and V M. where they're both winning in the market place. We know a divorce is growing much faster, but a divorce doesn't believe in multi cloud. A Devil's doesn't believe security is broken. That's that's VM wears narrative VM where says it wants to be the best infrastructure and develop our software company. That's kind of like eight of us is the platform for that. They both want to be the security cloud, and and VM were said today they have 10,000 cloud data centers, and I'm guessing that Andy Jassy wouldn't think that many of those data centers are cloud data centers. Your thoughts on the differences between between A. W S s philosophy and VM wears narrative. And can they both? Is there enough market for them both to win? >> Well, it's strikingly different. I mean, AWS is just in a breed of its own. VM wears hedging and playing there their bets. They're kind of putting, you know, bets on each horse, right? Interesting enough in the cloud thing. There was no mention of Google Cloud. I didn't see that mentioned there. Andi was speculation. Wouldn't Oracle be great partnering with Google? That's not a rumor. I'm just kind of put it out there. That would be a good combination partnership, given the Oracle's cloud is failing miserably, I think v M. Where because of the operating leverage in the enterprise, has that operational layer down to me, Amazon is the model, the future, because they are clearly born with a dev ops mindset. They have an environment where developers can build applications and they could operate. It scale with all the efficiencies of operations. So I think cloud to foreigners were calling. It is all about having developers and operational excellence without a lot of disruption or re platforming. So I think that's where the differences are. You have company that have toe have to work with this world of legacy applications, and that requires first lift and shift, which doesn't become attractive. Then you add containers on the game changes. So I think container ization really was, I think, the seminal moment in the shift where where you got kubernetes and containers. So let the enterprise cloud. Native guys get in and have an operational framework that takes advantage of the horsepower of public cloud, which is computing storage, which is why we think networking and security will be the absolute focus areas for Cloud two point. Oh, and Amazon is just dominating the depth and the ops. And I don't think anyone is coming close. >> I'd love to hear your thoughts, too, but I just got caught. I don't think Oracles Cloud is failing miserably. I think it's I wouldn't say it that way. I think their infrastructures of service is irrelevant and the cloud is all about SAS. But just, you know, that's what I think. Waken debate that somebody >> has been great for the Oracle customers. But in terms of all metrics in terms of public and enterprise, cloud with multiple environments nonstarter. >> So there's a bit of a schism out there if you talk to customers. There are many customers when they deploy in Public Cloud, although uses, you know, compute storage and, like the identity management and that's it. And they'll stop and I talkto you con many customers that are using kubernetes so that if they want to hit the eject button, but they're all on Amazon today, so it's not like they're all fleeing Amazon or doing it. But we talked to lots of developers that are deep in aws they're using those service is they're using Lambda and they're building it. So how deep will they go? And that's where I look at this VM we're offering. And it's if I'm gonna take the sphere and extend that with kubernetes. I saw Cuba. Well, um, actually in the Twitter stream said it is, you know, cloud lock in to Dato is what we get if we do that. Because the whole reason VM were originally created called Foundry. So they didn't have to take that entire V's fear colonel and put it everywhere. So it's a nice bridge. That van, where has the partnership they have with AWS is a great strategy. But I still think it is a bridge to an ultimate solution where they'll still use the M where the embers not going anyway. But that shift of where my application live in what service is I do is going to change a lot over the next 3 to 5. >> Let's not lose sight, Dave, of where we are in the industry. I mean, we're at VM World 2019. We go to reinvents coming up. We kind of live in a tech bubble in the sense that all this stuff is all kind of great skating to where the puck is gonna be. But the reality is in most I tea shops, and again, I use ceases as a proxy in my mind, because they're in the cutting edge of all the real critical nature of security, of the impact that harm that could happen to a company. So I look at sea. So she's more of a canary in the coal mine for trends than the nutritional CEO. At this point, most enterprises are just trying to rationalize kubernetes, generally speaking like never mind, like making a centerpiece of their entire architecture. They're looking at their existing environment saying, Hey, I got V EMS that did great for me. Serve a consolidation enabled more efficiency, not rewriting code. Now what? I gotta do kubernetes and do all this other stuff. How do I suspect my VM with kubernetes? Is it on bare metal? So I think we're way ahead right now. In the narrative, I think the reality is that people catch up. That's where the proof is gonna come into. That's why the customer survey numbers are interesting. >> Keep keep. Townsend is set on the Cube VM, where moves at the speed of the CEO, so they're not moving too far ahead of them, but they are key heating up with them. >> Let me share some data to share some data so you could go to Silicon Angle. Look at the V M World 2019 90 spending survey containers, Cloud NSX and pivotal its data from Enterprise Technology Research that we analyzed. There's no evidence right now that Container's air hurting VM wear. But then that was the narrative that containers are gonna kill the M where but long term. There's real threats there. So that's what the pivotal acquisition, at least in part was about. I want to address the pivotal acquisition cause we haven't dug into it a little bit a cz, Much as I'd like to see. There's really three things there. One pivotal was struggling. You look at the stock price, you look at their buying patterns, you know the stock was down that not even close to their original AIPO price, so they wanted to get out of the public eye right now would not be on that 30 day shot clock. The second is it's a hedge on containers. And the third is it's a financial scheme. I mean, I'll call it that VM wears paying $800 million in cash for an asset that's worth $4 billion. How can that be? Well, they already owned 15% of pivotal there. Give. They're exchanging stock. So their trade trading paper to Adele in exchange for Dell's 70% ownership in Pivotal. So they pick up this asset, and it's basically a forced migration by Michael Del, who controls 96% of the voting shares. So there's all kinds of inside nuance going on there that nobody's really talked about it a >> great deal for Of'em. Where and Michael Dell? It's >> a very good deal for VM wear and Michael Dell. >> Let's unpack that are rapidly. >> Just did the one piece on that, right, because kubernetes it was the elephant, the room that was damaging what Pivotal was doing. VM were made a couple of acquisitions VM where needs to react at, so it made sense to pull out back in. Even if it does go against some of the original mission, that Cloud Foundry and Pivotal had to be able to be that cloud native without that full strong time, >> it's all about building apse, right? It's all about enabling developers. >> Let's on that note. Let's go around the horn and talk about what we expect from the emerald this year. And then we'll kick off three days of wall to wall coverage. I'll start, I expect. And I'm not looking for is how VM wear and its ecosystem and who's really deep in the ecosystem, who's kind of independent and neutral, what they're doing with their containers and kubernetes play. Because I think the container revolution that was started with Dr Absolutely is very relevant to the C i o and the Sea. So so and then how they're using data in that in their applications. So you know how VM Way wants to position themselves on the control plane, how that fits in the NSX. I think containers in the container ization is going to change. I think bare metal is gonna be a super important topic in the next couple of years. Dio I'm kind of swinging back to the my feeling that you know, hyper convergence what it did for server storage networking back when you were calling those those moves. I think that kind of hyper convergence mentality is coming up the stack, and I think Containers and the Kubernetes Chess Board will will play out. >> I think if you my feelings, if you don't own a public cloud, you better convince your customers in your ecosystem that the future is in our definition of cloud, which is multi cloud. And that's what this VM world to me is all about. >> Yeah, you know, Veum wears taking their software state and trying to live in all of those cloud world. So you know, V. Amar has 600,000 customers and they want to be the ones to educate them on the kubernetes containers. You know you're at modernization, but there's a lot of other places customers can learn about this. No one understand where VM wear really adds value beyond all of those pieces, because all the cloud platforms have their kubernetes. >> A lot of other places, like the public cloud. That's where all the action >> exactly comes back down the cloud 2.0 Dev and ops developers and operations all come together with software. Thank you. Breaking it down here for three days. Wall to wall coverage here in Moscow north to set celebrating our 10th year covering VM World. Thanks for watching stay with us from or action after this short break.

>> Boston, Massachusetts. It's the queue covering W T G transformed 2019 Accio by Winslow Technology Group. >> Hi, I'm Stew Minutemen And this is the Cubes. Third year at W. T. G. Transform 2019 which is the Window Technologies Group, Their user conference. Longtime compelling customer, of course. Compelling, bought by Del del Body M. C. So it's now the deli emcee user event and to help me kick off a day of content where we're gonna be talking. Toa some of the W T G executive some of their customers and some of their partners is first time guests on the program. Joe Batista, Who's a Creek and easy chief creative, apologised at Del Technologies. Joe Appreciate you making it all the way in from the suburbs to come here to downtown Boston in the shadow of Fenway. >> It was a long haul this morning with no traffic of 5 30 35 minutes in. >> Yeah, a Zeiss safe for the people. Adele. It's about the distant from Boston Towe where we live as it is to go from Austin to Round Rock. So >> there we go, >> you know, similar types of things. So I have to start create apologised. A song. You know, I did a little bit of reading and, you know, having watched Aquino, it's, you know, sparking that creativity. So I love the idea of it. You've had this title for quite a while since before you Riddell just give us a little bit about background of you know what you do, and you know why you're qualified to do it. >> Well, it was quite a fight. It's a fun brand, but literally. It sits at the nexus of business and technology, and my job's simply is to help it re image the business, because now every company's a technology company. So what does that look like? So I get involved Also, it's a really cool problems, opportunities that customers are facing by re imaging it >> well, it's funny that you say re image, because when I did my history, the oldest thing I found some article from the nineties talking about somebody from Polaroid that that title and I was actually talking to some of the young people in the office there, like everybody's using Polaroids. There's these days, it's cool. It's true. They're doing it. So what's old is new again. You know everything come back together. So luckily, you know our industry. I mean, nothing changes, right? You know, it's the same now as it was 10 years ago, 100 years ago. You know, I'll just go into the factory and pumping things out now. >> Still, you know, I've been a referee a long time, and in the old days we had swim lengths, right? You know, you thought about certain vendors. They were in swim lanes. Now, today, with the influx of cash, as I was talking about, and the level of it of even innovation cycle time and how the industry's become more fragmented with lots of products, the complexity index has increased exponentially, and the velocity around that complexity is even more accelerate. So, no, it hasn't gotten easier. It's gotten more difficult. >> Yeah, fascinating. Actually. I just heard a segment on our national public radio station here in Boston talking about that. One of the biggest changes and how people think over the last few decades is we're better at recognizing patterns. Used to be, we could be an expert on something and do our thing, you know. We know the old trope is well, you know. My grandfather, you know, worked at a company for 30 years and did his same thing today. Things are changing constantly. You know, we didn't have, you know, the power of a supercomputer in our pocket, you know, 10 years ago, you know, let alone even older. So, you know, this is a user conference. So you know what air they did do. I mean, if if I understand, if I'm, you know, making a decision today for my business. And oftentimes that decision is something I need to live with for a while. How do I make sure that I'm making the right decisions That's going to keep me, you know, you know, keeping up with the competition and keeping my business moving forward as things constantly change. >> Yeah. So there is no easy answer to that question. There's a couple of thoughts and hasn't said in the presentation. You gotta look at these vectors that impacted trajectory of the thinking. And I love the Peter Drucker coat. Right. If he using yesterday's logic probably gonna get in trouble, you have to rethink the logic. In the example I gave you was the high jumper and how we did high jumping before and after 1960. So? So the question becomes one of those vectors, and I went through some of those vectors to help people think about, Okay, I do. My analysis on technology, that's all good. And, uh, tell technology you got a huge portfolio of technology. But how do you think about the perimeter? About how those things change over depreciation cycle. So is trying to add a little bit more color in there, thought processes. And I got a lot of post questions afterwards and a lot of engagements. So it seemed to resonate with the field. And I'll tell you what. The thing that they like the most was the business conversation off. They're like, you know, we don't do that enough. >> Yeah, right. I mean, you know, when we look at the successful companies today, it is not, You know, we've been talking for years, you know? Does it matter? Is it just a cost center? And it needs to be if it isn't helping the business drive forward and responding to what the business needs, uh, you know, could be replaced. That's where we got. Shadow it. It's It can't be the nowhere the slow needs to be. When the business says we need to go, you know, get on board and drive. I love one of the analogies you used is, you know, in this world of complexity, there's so many things out there, You know, when I've worked with, you know, enterprises and small cos you look at their environments and it's like, Oh my God, it's this Hedorah genius mess, you know? How do we standardize things? How do we make things easier? You had a fun little analogy talking about space. Maybe, maybe. >> Okay, that was good. I always try to use visuals as much as possible. So high, high, high light with challenges. So the challenge was, Oh, actually have it in my pocket. So they pulled this out and basically what it is. If you look at the international space shuttle, that's the only thing that they need to fix anything on Specialist 7/16 inch socket or the millimeter version of it. I can't read. Excited my glasses on to fix anything. So imagine if I had one tool to fix anything that's Nirvana. That's not reality. I have to fatigue. So I need to get to that simplicity. Its glasses law remember, every 25% increase in function shin is 100% increase in complexity. And that's public enemy number one for us. >> All right, so So you hopped on board the Dell family relatively recently, when most people think, Adele, it's well, you know, Delpy sees, you know, talk to my you know, my parents. They're like they know Dell computers. They've used them forever. You're talking most people, you know, Del servant. Like you talked a lot about your presentation software is eating the world. Give give us how you know where Del fits in that software was eating the world picture. >> Well, what I can tell you, though, is I was absolutely amazed when I did my due diligence about all the innovation that happens in this company. Phenomenal not only about the hardware but the soft. And I think actually, Jeff said it best. I think we have more software engineers now that we have heart hardware engineers. So the pivots there, we're pivoting our talent, the software, but it's the innovation that's in this company. And I think I kind of rattled off a couple of statistics by how much we spend the quantity of I p that we have. And I think customers are amazed at that innovation. But the supercharger on is okay. How does the innovation apply to the business mechanics of the company? And what value do you extract from it? And that's where the whole language and conversation usually happens with us. I will tell you, though, I'm really excited that Del Technologies kind of doubling down on business outcomes. They're really trying to change the culture and helping customers understand what the technology >> means. Yeah, one of things that struck me. I've been to this event now for a couple of years, and, you know, there's a lot of product discussion here, you know, when you get down to the channel, it's like, Okay, great. You know, I'm doing a server refresh. I'm looking to things like hyper convert, you know? What am I doing in my network? You know, when you up level things a little bit, You know, when I went to del World, it's like, you know, we hear about the venture, you know, activity that's happening around and things like coyote coming down the pipe. But How does that trickle down to the customers? That talking event here? It's great to talk about innovation, but, you know, I got to run my business. You know what? You know. Where does Del fit in that picture >> for you? Got it? Well, it's a custom you got to do both, right? So this has got to be a shift, because now I have to think differently, right? I know how to do feature analysis and benefit analysis of a point in time product, but what's the periphery of activities that inspecting, impacting that decision? Does that architectures scale? What are the economics around that? So you need to think about all those things. And I think it's just a journey for not only us as a vendor, but also for customers as well. >> Okay, so you're relatively new in today. L I want to ask you You gave a great quote in your presentation from from Jack Welch. Er said if the rate of change outside the company is greater than inside the company, the end is near. >> I would say the post. >> So, you know, explain to us the pace of change inside of del technologies. >> Well, you know, that's That's a That's a big question. I mean, piece of change varies by organization by business unit I really can't comment on your individual business units, but I will say, though there's a definite desire toe. Understand? We're customers interested. He is there. So what's the customer trying to dio? And then how do we satisfy the customer request? It's a matter of fact. I don't know if you know this and it was amazing because that's what the customer the other day, you know, Stevie Awards. Which a customer satisfaction, which we double down on customer satisfaction. We have a customer chief customer officer was Karen, and we just won 15 Stevie Awards, which is about customer satisfaction. So I think there's a slow shift, but there's a real focus on customer Central City. For us, the velocity will get there. But if you put the customer at the center like we do, that's a winning strategy. >> Yeah, well, yeah, we know Karen Kim does quite well, you know, culture and working with customers. You know, quite dio you talked about the portfolio of companies and l We know Del Bhumi quite well. We've done their event in the team were well, and you know, VM wears no slouch in the industry. I've had one of the pleasures of my careers. You know, I started working with him. Where when they were, like, 100 person company. No, watch them grow and pack. El Singer, I think was just named like the number one number two, you know, CEO work for employees by employees from glass doors. So, you know No, no slouch on the the venture family. So congratulations, toe Dale family on all that. >> Thank you very much are exciting. >> Joe Batista. Thank you so much for joining me here at the W T. G. Transformed 2019. Pleasure to catch up with you. Appreciate the opportunity. All right, so we're here with customers, the executives, and digging into all the industry trends. Of course. Check out the cute dot net for where we will be. And, uh, I think it was always for watching the cube

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Okay, welcome back. Everyone's cubes. Live coverage. Day three wrap up of Del Technologies World twenty nineteen Java is Dave a lot. There's too many men on set one. We get set to over there blue set, White said. We got a lot of content. It's been a cube can, in guise of a canon of content firing into the digital sphere. Great gas. We had all the senior executive players Tech athletes. Adele Technology World. Michael Dell, Tom Sweet, Marius Haas, Howard Ally As we've had Pat Kelsey, rco v M were on the key partner in the family. They're of del technology world and we had the clients guys on who do alien where, as well as the laptops and the power machines. Um, we've had the power edge guys on. We talked about Hollywood. It's been a great run, but Dave, it's been ten years Stew. Remember, the first cube event we ever went to was DMC World in Boston. The chowder there he had and that was it wasn't slogan of of the show turning to the private cloud. Yeah, I think that was this Logan cheering to the private cloud that was twenty ten. >> Well, in twenty ten, it was Cloud Cloud Cloud Cloud Cloud twenty nineteen. It's all cloud now. That difference is back then it was like fake cloud and made up cloud and really was no substance to it. We really started to see stew, especially something that we've been talking about for years, which is substantially mimicking the public cloud on Prem. Now I know there are those who would say No, no, no, no, no. And Jessie. Probably in one of those that's not cloud. So there's still that dichotomy is a cloud. >> Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, where made that partnership with a ws It was the ripple through this ecosystem. Oh, what's that mean for Del you know Veum, wherein Del not working together Well, they set the model and they started rolling out bm where, and they took the learnings that they had. And they're bringing that data center as a service down to the Dell environment. So it's funny I always we always here, you know, eight of us, They're learning from their partners in there listening and everything like that. Well, you know, Dylan Veum where they've been listening, they've been learning to in this, and it brings into a little bit of equilibrium for me, that partnership and right, David, you said, you know that you could be that cloud washing discussion. And today it's, you know, we're talking about stacks that live in eight of us and Google and Microsoft. And now, in, you know, my hosted or service lighter or, you know, my own data center. If that makes sense, >> I mean, if you want to just simplify the high order bit, Dave Cloud. It's simply this Amazon's trying to be enterprised everyone, the enterprise, trying to claw Amazon, right? And so what? The what that basically means is it's all cloud. It's all a distributed computer system. OK, Scott McNealy had it right. The network is the computer. If you look at what's going on here, the traditional enterprise of vendors over decades of business model and technology, you know, had full stack solutions from mainframe many computers to PC the local area networking all cobble together wires it up creates applications, services. All that is completely being decimated by a new way to roll out storage, computing and networking is the same stuff. It's just being configured differently. Throw on massive computer power with Cloud and Moore's Law and Data and A. I U have a changing of the the architecture. But the end of the day the cloud is operating model of distributed computing. If you look at all the theories and pieces of computer science do and networking, all those paradigms are actually playing out in in the clouds. Everything from a IIE. In the eighties and nineties you got distributed networking and computing, but it's all one big computer. And Michael Dell, who was the master of the computer industry building PCs, looks at this. Probably leg. It's one big computer. You got a processor and subsystems. So you know this is what's interesting. Amazon has done that, and if they try to be like the enterprise, like the old way, they could fall into that trap. So if the enterprise stays in the enterprise, they know they're not going out. So I think it's interesting that I see the enterprise trying to like Amazon Amazon trying to get a price. So at the end of the day, whoever could build that system that's scalable the way I think Dell's doing, it's great. I was only scaleable using data for special. So it's a distributed computer. That's all that's going on in the world right now, and it's changing everything. Open source software is there. All that makes it completely different, and it's a huge opportunity. Whoever can crack the code on this, it's in the trillions and trillions of dollars. Total adjustable market >> well, in twenty ten we said that way, noted the gap. There's still a gap between what Amazon could do and what the on Prem guys Khun Dio, we'd argue, is a five years is seven years, maybe ten years, whatever it is. But at the time we said, if you recall, lookit, they got to close the gap. It's got to be good enough for I t to buy into it like we're starting to see that. But my view, it's still not cloud. It doesn't have to scale a cloud, doesn't have the economics cloud. When you peel the onion, it doesn't certainly doesn't have the SAS model and the consumption model of cloud nowhere close yet. Well, and you know, >> here's the drumbeat of innovation that we see from the public cloud. You know where we hit the shot to show this week, the public have allowed providers how many announcements that they probably had. Sure, there was a mega launch of announcements here, but the public lives just that regular cadence of their, you know, Public Cloud. See a CD. We're not quite there yet in this kind of environment, it's still what Amazon would say is. You put this in an environment and it's kind of frozen. Well, it's thought some, and it's now we can get data set. A service consumption model is something we can go. We're shifting in that model. It's easier to update things, but you know, how do I get access to the new features? But we're seeing that blurring of the line. I could start moving services that hybrid nature of the environment. We've talked a few times. We've been digging into that hybrid cloud taxonomy and some of the services to span because it's not public or private. It's now truly that hybrid and multi environment and customers are going to live in. And all of >> the questions Jonah's is good enough to hold serve >> well. I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises almost ten years to figure out that it's real. And I think in that time frame Amazon is absolutely leveled. Everybody, we call that the tsunami. Microsoft quickly figures out that they got to get Cloud. They come in there, got a fast followers. Second, Google's trying to retool Oracle. I think Mr Bo completely get Ali Baba and IBM in there, so you got the whole cloud game happening. The problem of the enterprises is that there's no growth in terms of old school enterprise other than re consolidate in position for Cloud. My question to you guys is, Is there going to be true? True growth in the classic enterprise business or, well, all this SAS run on clouds. So, yes, if it's multi cloud or even hybrid for the reasons they talk about, that's not a lot of growth compared to what the cloud can offer. So again, I still haven't seen Dave the visibility in my mind that on premises growth is going to be massive compared to cloud. I mean, I think cloud is where Sassen lives. I think that's where the scale lives we have. How much scale can you do with consolidation? We >> are in a prolonged bull market that that started in twenty ten, and it's kind of hunger. In the tenth year of a of a decade of bull market, the enterprise market is cyclical, and it's, you know, at some point you're going to start to see a slowdown cloud. I mean, it's just a tiny little portion of the market is going to continue to gain share cloud can grow in a downturn. The no >> tell Motel pointed out on this, Michael Dell pointed out on the Cubans, as as those lieutenants, the is the consolidation of it is just that is a retooling to be cloud ready operationally. That's where hybrid comes in. So I think that realization has kicked in. But as enterprises aren't like, they're not like Google and Facebook. They're not really that fast, so So they've got to kind of get their act together on premises. That's why I think In the short term, this consolidation and new revitalisation is happening because they're retooling to be cloud ready. That is absolutely happen. But to say that's the massive growth studio >> now looked. It is. Dave pointed out that the way that there is more than the market growth is by gaining market share Share share are areas where Dell and Emcee didn't have large environment. You know, I spent ten years of DMC. I was a networking. I was mostly storage networking, some land connectivity for replication like srd Evan, like today at this show, I talked a lot of the telco people talk to the service of idle talk where the sd whan deny sirrah some of these pieces, they're really starting to do networking. That's the area where that software defined not s the end, but the only in partnership with cos like Big Switch. They're getting into that market, and they have such small market share their that there's huge up uplift to be able to dig into the giant. >> Okay, couple questions. What percent of Dell's ninety one billion today is multi cloud revenue. Great question. Okay, one percent. I mean, very small. Okay. Very small hero. Okay? And is that multi cloud revenue all incremental growth isat going to cannibalize the existing base? These? Well, these are the fundamentals weighs six local market that I'm talking to >> get into this. You led the defense of conversations. We had Tom Speed on the CFO and he nailed us. He said There's multiple levers to shareholder growth. Pay down the debt check. He's got to do that. You love that conversation. Margin expansion. Get the margins up. Use the client business to cover costs. As you said, increased go to market efficiency and leverage. The supply chain that's like their core >> fetrow of cash. And that all >> these. The one thing he said that was mind blowing to me is that no one gets the valuation of how valuable Del Technologies is. They're throwing off close to seven billion dollars in free cash flow free cash flow. Okay, so you can talk margin expansion all you want. That's great, but there got this huge cash flow coming in. You can't go out of business worth winning if you don't run out of cash >> in the market. When the market is good, these guys are it is good a position is anybody, and I would argue better position than anybody. The question on the table that I'm asking is, how long can it last? And if and when the market turns down and markets always cyclical we like again. We're in the tenth year of a bull market. I mean, it's someone >> unprecedented gel can use the war chest of the free cash flow check on these levers that they're talking about here, they're gonna have the leverage to go in during the downturn and then be the cost optimizer for great for customers. So right now, they're gonna be taking their medicine, creating this one common operating environment, which they have an advantage because they have all the puzzle pieces. You A Packer Enterprises doesn't have the gaping holes in the end to end. They can't address us, >> So that is a really good point that you're making now. So then the next question is okay. If and when the downturn turn comes, who's going to take advantage of it, who's going to come out stronger? >> I think Amazon is going to be continued to dominate, and as long as they don't fall into the enterprise trap of trying to be too enterprising, continue to operate their way for enterprises. I think jazz. He's got that covered. I think DEL Technologies is perfectly positioned toe leverage, the cash flow and the thing to do that. I think Cisco's got a great opportunity, and I think that's something that you know. You don't hear a lot of talk about the M where Cisco war happening. But Cisco has a network. They have a developer ecosystem just starting to get revitalized. That's an opportunity. So >> I got thoughts on Cisco, too. But one of things I want to say about Del being able to come out of that stronger. I keep saying I've said this a number of times and asked a lot of questions this week is the PC business is vital for Del. It's almost half the company's revenue. Maybe not quite, but it it's where the company started it. It sucks up a lot of corporate overhead. >> If Hewlett Packard did not spin out HP HP, they would be in the game. I think spinning that out was a huge mistake. I wrote about a publicly took a lot of heat for it, but you know I try to go along with the HPD focus. Del has proven bigger is better. HP has proven that smaller is not as leverage. And if it had the PC that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage to cross pollinate the front end and edge into the back and common cloud operate environment that is going to be an advantage. And that's going to something that will see Well, let me let me >> let me counter what you just said. I agree. You know this this minute. But the autonomy was the big mistake. Once hp autonomy, you know what Meg did was almost a fatal complete. They never should've bought autonomy >> makers. Levi Protector he was. So he was there. >> But she inherited that bag of rocks. And then what you gonna do with it? Okay, so that's why they had to spend out and did create shareholder value. If they had not purchased autonomy, then he would return much better shape, not to split it up. And they would be a much stronger competitor. >> And I share holder Pop. They had a pop on value. People made some cash with long game. I think that >> going toe peon base actually done pretty well for a first year holding a standalone PC company. So, but again, I think Del. With that leverage, assuming pieces, it's going to be really interesting. I don't know much about that market. You were loving that PC conversation, but the whole, you know, the new game or markets and and the new wayto work throwing an edge in there, I don't know is ej PC and edges that >> so the peanut butter. And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were an integrated company. And when you have an integrated company like this, with the tech the tech landscape shifting to their advantage, you have the ability to cross subsidize. So strategy game. Matt Baker was here we'd be talking about OK, I can cross subsidize margin. You've brought it up on the client side. Smaller margins, but it pays a lot of the corporate overhead. Absolutely. Then you got higher margin GMC business was, you know, those margins that's contributing. And so when you have this new configuration. You can cross, subsidize and move and shift, so I think that's a great advantage. I think that's undervalued in the market place. And I think, you know, I think Del stock price is, well, undervalue. Point out the numbers they got VM wear and their question is, What what point is? VM where blink and go All in on del technology stew. Orcas Remember that Gus was gonna partner. You don't think the phone was ringing off the hook in Palo Alto from their parties? What? What's this as your deal? So Vienna. There's gotta be the neutral party. Big problem. The opportunity. >> Well, look, if I'm a traditional historical partner of'Em are, it's not the Azure announcement that has me a little bit concerned because all of them partner with Microsoft to it is how tightly combined. Del and Veum, where are the emcee, always kept them in arms like now they're in the same. It's like Dave. They're blending it. It's like, you know Del, from a market cap standpoint, gets fifty cents on the dollar. VM wears a software company, and they get their multiples. Del is not a software company, but VM where well, people are. Well, if we can win that a little bit, maybe we could get that. >> Marty still Isn't it splendid? No, no, I think the strategy is absolutely right on. You have to go hard with VM wear and use it as a competitive weapon. But, Stuart, your point fifty cents and all, it's actually much worse than that. I mean the numbers. If you take out of'Em, wears the VM wear ownership, you take out the core debt and you look at the market value you're left with, like a billion dollars. Cordell is undervalued. Cordell is worth more than a billion or two billion dollars. Okay, so it's a really cheap way to buy Veum. Where Right that the Tom Sweet nailed this, he said. You know, basically, these company those the streets not used to tech companies having such big debt. But to your point, John, they're throwing off cash. So this company is undervalued, in my view. Now there's some risks associated with that, and that's why the investors of penalizing them for that debt there, penalizing him from Michael's ownership structure. You know, that's what this is, but >> a lack of understanding in my opinion. I think I think you're right. I just think they don't understand. Look at Dale and they think G You don't look a day Ellen Think distributed computing system with software, fill in those gaps and all that extra ten expansion. It's legit. I think they could go after new market opportunities as as a twos to us as the client business. I mean mere trade ins and just that's massive trillions of dollars. It's, I think I think that is huge. But I'm >> a bull. I'm a bull on the value of the company. I know >> guys most important developments. Del technology world. What's the big story that you think is coming out of the show here? >> Well, it's definitely, you know, the VM wear on del I mean, that is the big story, and it's to your point. It's Del basically saying we're going to integrate this. We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. No doubt that is top for Dell and PacBell Singer said it. Veum wearing eight of us is the first and preferred solution. Those are the two primary vectors. They're going to drive hard and then Oh, yeah, we'Ll listen to customers Whatever else you want Google as you're fine, we're there. But those two vectors, they're going to Dr David >> build on that because we saw the, um we're building out of multi cloud strategy and what we have today is Del is now putting themselves in there as a first class citizen. Before it was like, Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, but infrastructure, infrastructure, infrastructure now it is. It is multi cloud. We want to see that the big table, >> right, Jeff, Jeff Clarke said, Why are you doing both? Let's just one strategy, one company. It's all one Cash registers that >> saying those heard that before. I think the biggest story to me is something that we've been seeing in the Cuban laud, you know, been Mom. This rant horizontally scaleable operating environment is the land grab and then vertically integrate with data into applications that allow each vertical industry leverage data for the kind of intimate, personalized experiences for user experiences in each industry. With oil and gas public sector, each one has got their own experiences that are unique. Data drives that, but the horizontal and tow an operating model when it's on premises hybrid or multi cloud is a huge land grab. And I think that is a major strategic win for Dell, and I think, as if no one challenges them on this. Dave, if HP doesn't go on, emanate change. If H h p e does not do it em in a complete changeover from strategy and pulling, filling their end to end, I think that going to be really hurting I think there's gonna be a tell sign and we'LL see, See who reacts and challenges Del on this in ten. And I think if they can pull it off without being contested, >> the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, they got a lot of loyal customers and is a huge market out there. So it's >> Steve. Look at economic. The economics are shifting in the new world. New use cases, new step function of user experiences. This is this is going to be new user experiences at new economic price points that's a business model. Innovation, loyal customers that's hard to sustain. They'Ll keep some clutching and grabbing, but everyone will move to the better mousetrap in the scenario. So the combination of that stability with software it's just this as a big market. >> So John twenty ten Little Table Back Corner, you know of'em See Dylan Blogger World double set. Beautiful says theatre of present lot of exchange and industry. But the partnership in support of this ecosystem. It's something that helped us along the way. >> You know, when we started doing this, Jeff came on board. The team has been amazing. We have been growing up and getting better every show. Small, incremental improvements here and there has been an amazing production, Amazing team all around us. But the support of the communities do this is has been a co creation project from day one. We love having this conversation's with smart people. Tech athletes make it unique. Make it organic, let the page stuff on on the other literature pieces go well. But here it's about conversations for four and with the community, and I think the community sponsorship has been part of funding mohr of it. You're seeing more cubes soon will be four sets of eight of US four sets of V M World four sets here. Global Partners sets I'm used to What have we missed? >> Yeah, it's phenomenal. You know, we're at a unique time in the industry and honored to be able to help documented with the two of you in the whole team. >> Dave, How it Elias sitting there giving him some kind of a victory lap because we've been doing this for ten years. He's been the one of the co captains of the integration. He says. There's a lot of credit. >> Yeah, Howard has had an amazing career. I I met him like literally decades ago, and he has always taken on the really hard jobs. I mean, that's I think, part of his secret success, because it's like he took on the integration he took on the services business at at AMC U members to when Joe did you say we're a product company? No services company. I was like, Give me services. Take it. >> It's been on the Cube ten years. Dave. He was. He was John away. He was on fire this week. I thought bad. Kelsey was phenomenal. >> Yeah, he's an amazing guest. Tom Tom Suite, You know, very strong moments. >> What's your favorite Cuban? I'LL never forget. Joe Tucci had my little camera out film and Joe Tucci, Anna. One of the sessions is some commentary in the hallway. >> Well, that was twenty ten, one of twenty eleven, I think one of my favorite twenty ten moments I go back to the first time we did. The cue was when you asked Joe Tucci, you know why a storage sexy. Remember that? >> A He never came on >> again. Ah, but that was a mean. If you're right, that was a cube mean all for the next couple of years. Remember, Tom Georges, we have because I'm not touching. That was >> so remember when we were critical of hybrid clouds like twenty, twelve, twenty, thirteen I go, Pat is a hybrid cloud, a halfway house to the final destination of public loud. He goes to a halfway house, three interviews. This was like the whole crowd was like, what just happened? Still favorite moment. >> Oh, gosh is a mean so money here, John. As you said, just such a community, love. You know, the people that we've had on for ten years and then, you know, took us, you know, three or four years to before we had Michael Dell on. Now he's a regular on our program with luminaries we've had on, you know, but yeah, I mean, twenty ten, you know, it's actually my last week working for him. See? So, Dave, thanks for popping me out. It's been a fun ride, and yeah, I mean, it's amazing to be able to talk to this whole community. >> Favorite moment was when we were at eighty bucks our first show. We're like, We still like hell on this. James Hamilton, Andy Jazzy Come on up, Very small show. Now it's a monster, David The Cube has had some good luck. Well, we've been on the right waves, and a lot of a lot of companies have sold their companies. Been part of Q comes when public Unicorns New Channel came on early on. No one understood that company. >> What I'm thrilled about to Jonah's were now a decade, and we're documenting a lot of the big waves. One of one of the most memorable moments for me was when you called me up. That said, Hey, we're doing a dupe world in New York. I got on a plane and went out. I landed in, like, two. Thirty in the morning. You met me. We did to dupe World. Nobody knew what to do was back then it became, like, the hottest thing going. Now nobody talks about her dupe. So we're seeing these waves and the Cube was able to document them. It's really >> a pleasure. The Cube can and we got the Cube studios sooner with cubes Stories with Cube Network too. Cue all the time, guys. Thanks. It's been a pleasure doing business with you here. Del Technologies shot out the letter. Chuck on the team. Sonia. Gabe. Everyone else, Guys. Great job. Excellent set. Good show. Closing down. Del Technologies rose two cubes coverage. Thanks for watching

>> From Boston, Massachusetts, it's The Cube, covering WTG Transform 2018. Brought to you by Winslow Technology Group. >> Welcome back to The Cube here at WTG Transform 2018, I'm Stu Miniman and happy to welcome to the program, a first time guest, Claude Lavigne, who's the director of product management and servers at Dell EMC. Claude, thanks so much for joining us. >> Thank you, Stu. >> All right, so I had David Singer on this morning, who is from the EMC legacy side of things >> Yes. >> talking about storage, so you're from the legacy Dell side, if we will. You know we're working on servers. So tell us a little bit about your background and what you work on these days. >> So yes, so I'm doing planning for several powers. I've been on the server team for about 18 years. So, all the way from the beginning to now I'm #1 in the world, so it feels very, very good after 18 years. But yeah, that's why we do it. So I'm based in Austin with the product group over there and our role is to optimize and plan the best possible road map and portfolio of servers for rack towers and module. >> Yeah, it's funny, I remember back, you go back 5-10 years ago >> Yes >> and some people were like: wait, Dell does servers? You know, aren't they, you know, here's a Dell laptop sitting in front of me, and it was like Dell's done a lot of servers. I mean, I remember when Dell's Blade server first came out. A lot of pieces, but you know, so get us at a high level. You know, what's Dell's position in the marketplace these days? >> I mean, #1, but also to me, at the profile level #1, but at the platform level, we have one rack, the rack, the R740, our mainstream rack. It's the #1 server sold in the world. So, we're #1 profile, even at the platform level, and the 740 is used across, it's kind of a bedrock, it's used for as a server, but also in all of the EMC solution. It's used for virtualization, VDI, so that platform is kind of the, it's doing very, very well these days. >> Yeah, it's one of those things: see, people sometimes forget that a server isn't just something that does the compute for, you know, when an operating system sits on it, there's servers in lots of devices. Every year when I go to Dell World, I would see that giant OEM rack, >> Yes. >> and it was servers, OEM storage, OEM, HCI of course all has servers inside of it. And it was one of those things when the acquisition was initially announced of EMC, it was like, well, look, EMC both in their products and bundled with their solutions really pushes a lot of servers >> Yes. >> that didn't get talked about, you know, in the discussion. >> So now it's great for us. We have the full portfolio. I mean, every day you're going to see new announcements. We're going to have the best VFC solution, the best VxRail. We have best in class, you know, performance, and all that, I mean, the big part I mean, it's the research of years and investments and the system management we have at the server level. Because we have a great automation and system management, we're able to kind of reimagine or create profile on our servers, so it can be a VDI server again, but the best VSUN server or the best VxRail server. And all that because we have a great system management engine called the iTrack 9 inside our servers. And that's years of engineering and6 development, but now finally, now you have the hardware on the system management. We get the reconnection from the customers, and I think that's what made us #1. I mean, we see a lot of acceptance in 14G, a lot of demand for our security and system management capabilities. So I think that's the overall solution that help us, I mean, get to the point. >> All right, so Claude actually as an industry the server business is doing pretty well. >> Yeah. >> Especially for the last few quarters. What's driving growth? You're working on the product strategy, you know, what are some of the interesting nuggets in the portfolio? >> All, I mean, so how much we have to call. So the, like I just mentioned, the one year and two year servers but there is a couple pockets on innovations, so that's what we did in the last few months. So, I mean, the first one is, you see different key or card architecture that something to be very interesting not on the AMD, so we're trying to balance the portfolio to really showcase each of the goodness of this architecture. So that's why we launched the full AMD portfolio not a long time ago. Then, the other one is in the full circuit. What's really interesting, something I've never seen in 15 years, more and more people are doing, not on the database, machine learning, AI on full server, they're requiring more chip use and all flash solution within the server to get the best possible performance. So that's what we did, we announced that a month ago at the award and now in the future, it's the, we're moving to kinetic architectures. So we had a preview at the award of our Annex platform that we're going to launch later this year. And that one is really going to take the IT infrastructure to the next level. So, it's designed for the next 10 years of, again, modular, flexible, kinetic architecture that not only can optimize the right balance between compute and storage, but future technology like all flash and in-memory compute with the right fabric. So that's what you're going to see from us. It's going from the traditional rack servers to this advanced, modular architecture for the big design for the next 10 years. >> Claude, maybe give us a little compare and contrast. How is the module architecture different from what we saw on traditional racks or even blade servers? >> Yeah, so the traditional blade servers, I mean the, we don't blade for, I don't know, 10-15 years. And in the past it was, compute and then outer storage will external to a send. It was very traditional, but now with scale out storage, #1, scale out storage and all this HCI solution, customers asking us have very flexible computer and storage architecture. So that's kind of the first step and most of the blade architecture today are out there. It's like storage and compute, but moving forward we're going to go way beyond that. It's, we're going to have blocks of memory and GPU and flash storage, you know, and different cares of, you know, architecture ahead of the traditional storage. And if you look at the modular architecture, nobody else can deal with that today. Annex is going to be the first platform that can handle all that. It's not going to happen in the next three months, but the chassis is designed to be ready for this architecture of the future. Because we have very unique design in the bag. You know, we're getting rid of the traditional midplane that we have in the past and our competition is still using today. So it's going to be much more open to future, flexible, connectivity in the back of the chassis. So, that's why they never asked us to be ready for these next 10 years of IT innovation. >> Alright, so, Claude we're here at the Winslow Technology user event. What kind of feedback are you hearing from Winslow and their customers and what kind of things are you talking to the channel about these days? >> I mean, we've been in this conference for the last few years and we still think it's a great, great poniverse and they are part of what we call the technical council back in Austin. So, they are CTO sits with us on the PG side to help us plan future warmups, so they are very, very close now. And that's what we're doing, I mean, this, we're trying to optimize the portfolio with these guys. But right now, it's mostly the trying to improve the server, I mean, around storage and compute. So what you're going to see us launching toward the end of the year on the storage side. We're going to have a, remember the #1 server mentioned the alt 740, #1 in the world. Again, talking to the Winslow team and their customers, that server is great, but not good enough, so you're going to see us later this year, based on that feedback launching a new, improved version that will still base, use the 740 base, but be even more optimized for HCI and this several story solution. And that's the perfect example of the feedback we're getting from the Winslow team that we're integrating into the roadmap. So yeah, we are here every year because, I mean these guys are very sharp, they are good. >> Claude, last thing I wanted to ask you is, you know, for a very long time when you thought about the server market, it was, let's watch the intel, the tick-tock, the roadmap. So every few months you could expect something happened. That was what drove the innovation. >> Yes. >> What's the cadence today and what's driving innovation going forward? >> I mean, the cadence is getting faster, so for serving planning it makes it a little bit difficult. Also, now you have again you have these two vendors. Before it's really the innovation and I think that's what made us #1 is beyond the server, beyond the two processors and the storage solution. It's how we manage, how we make sure we have the best security end-to-end. So, our system management, the way we can provision servers, make sure we can do the update in the most secure way. The premise, that's kind of what makes a difference for PowerEdge and I think that's why, I mean, it took years of investment from, you know, the pitching team but I think that's what is making a difference, and the differentiation right now. It's like, you know, our servers are not just like any other servers. They're much easier to, much more secure, much easier to manage, you know, through the entire life cycle. So, I think that's the key differentiation is how we manage the server, you know, so not just at the server level, but we have deployments of thousands of servers. So we have a new console called OpenManage Enterprise. We just launched that, I think that was, what, six months ago, and that's the latest and greatest of one too many managements of servers and it's free. I mean, it's, that's another good think about PowerEdge. You can get OpenImage Enterprise for free. >> Alright, well Claude Lavigne really appreciate the update on everything happening in the server world. Lots more coverage. Check out theCUBE.net for everything we're doing, as well as, we actually take some of the key analysis from the shows that we go to, put that in our podcast that's called theCUBE Insights. Find that on iTunes, GooglePlay, Spotify, your favorite podcast player. I'm Stu Miniman. Thanks so much for watching theCUBE. (techno music)