Gil Shneorson, Dell EMC & Niv Raz, Harel Insurance | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Hi, Lisa Martin with theCUBE, live day three of theCUBE's double set coverage of Dell Technologies World 2019 I am with Stu Miniman. We've got one alumni back. We've got Gil Schneorson, Senior Vice President and General Manager of Vxrail. Gil welcome back. >> Thank you nice to be back. >> And it's show and tell you brought Niv Raz CTO of Harel Insurance one of your successful customers, Niv it's great to have you on the program. >> Thank you and great to be here. >> So Niv let's start with you. Give our audience an understanding of Harel Insurance where you're located, what it is that you do and then we'll get into why think Dell EMC is so fantastic. >> Harel Insurance is a insurance company doing a life, now life insurances very wide portfolio of business products in the insurance and investments in Israel. More than 5000 employees and three million customers managing around 240 billion shekels in 2018. So it's very innovative company to work in. >> So Niv interesting. Dell has a podcast and I'm just given a little plug here 'cause at the gym this morning the latest episode by Walter Issacson talks about transformation going on in the insurance business. Some people think, oh insurance has been around a long time, I mean heck to the Roman Era when they had some of this but today Insurance is changing fast. Can you give us at a macro level, give us what are some the changes and stresses on the company and how's that impact your job. >> It's funny you mentioning that. In 2015 our CEO has declared innovative program named Recalculating Routes. The purpose of the program the strategic plan was to take a role from traditional insurance company to more digital transform, data transform. We Israel has the brokers. The brokers are our sales person but once the customer and the sales part, the onboarding part, you want a more innovative service after that. The post service part is very hard in insurance and we investing a lot to make the post service customer experience very advantaged. >> We talk a lot about customer insurance at every, oh sorry, customer insurance, well that's important too, customer experience is the word I was going for. It's essential right because in 2019 customers of any type of product or service have so much choice. So talk to us Niv from looking through that lens of delivering an outstanding customer experience obviously your sales folks need to have innovative technology to deliver that outstanding customer experience. But when a company says we've got to transform digitally we've got to stay ahead of the market, delight our customers Where do you start? Talk to us about maybe a phased approach that you're taking to digital transformation. >> Digital transformation is all about how customer experience feel like in your environment. So if a person entering your website and trying to do some post service and running into some old fashionable process that is very hard to him and its really frustrating to do that. And actually if I look about what our approach about it, we're thinking about the digital transformation, we're thinking about how to take the onboarding part for our brokers, the post service for our customers, to make the process, the services we are offering to our customers easy as possible to just can submit. >> All right so Gil let's bring you into the discussion here. And I think back Converge Infrastructure, Hyper-converge Infrastructure you've been riding the rocket ship that is Vxrail, digital transformation wasn't the leading use for that when we started. It was simplification driving that wave of virtualization, we've heard Vxrail everywhere in the discussion this week. It was like all of these different cloud pieces, what's underneath them, VxRail. Help us connect the dots, the transformations that your customers are going where VxRail and the new solutions built with VxRail help enable your customers. >> Yeah thanks Stu. We talk about a digital transformation a lot. Reality is that many of the customers, not all of them are transformative like Harel Insurance right. Many of them look at ATI and VxRail as the next simple tech refresh. They see the agility, they see the economical benefit but there's a growing majority of customers who look to this is as transformational. And so that's where you see ATI and VxRail specifically in our case starting to grow beyond being an infrastructure for workloads to be an infrastructure for their hybrid cloud and multi cloud environment. So what is so exciting about this show is because we've been very successful we're growing very fast, but by putting this building block in many of our customers' data centers they've made the choice that will enable them to now embark on a more transformational strategy. And I think we demonstrated in the last two days that hybrid cloud is here and it's sellable, operational and with VxRail and the integration with VML cloud foundation and the ability to add and burst into a cloud move workloads It's here and its now, I thinks that's what's nice about this whole thing. >> All right so Gil it's great for you to say it even as an analyst as a media organization for us to say it but what we love is that you brought a customer here to tell us the reality as to where cloud fits into your overall discussion. And I would love your feedback as to what Gil's saying. What's the reality in your world and the impact on your work >> I would connect the previous question this one because it's like a very rolling on questions about it. So you as the customers your expectations about the company is to do every operation from everywhere very easy way and the mobility and the digital transformation itself all the mobile applications, all the things that's taking the customer experience to the next level will took the organization to a phase that I need understand how to scalable the systems. So in this journey when you're looking about digital transformation you must have a infrastructure that support the scalability, the elasticity, the availability that the customer demands. You don't think to yourself that you are enter some E-commerce customer and they will send you on application. sorry Sir, we currently offline the management reasons or maintenance reasons. That thing in 2019 you will not think about and it's not be acceptable. So to do a scalability our multi cloud strategy in Harel is to have infrastructure free environment to focus on the service applications and not to focus on the infrastructure management part. That's the big concerns of our IT teams was how to care about support and matrix's and compatibility and maintenance and when you go into the private cloud environment, the private cloud environment, that's VxRail on the bottom and VML cloud foundation on the top allow Harel is to start the journey to a phase that said okay we're going to our infrastructure free road map. >> Tell us about the outcomes that for example go back to, what we were talking about your brokers who need to be able to deliver any service. I imagine they're out in the field sometimes with customers depending on the types of services that they need to deliver. What has been some of the feedback or maybe the outcomes for the brokers. Are they able to do their jobs faster, deliver quotes faster to customers. What are some of the exciting outcomes that you're seeing as a result of the infrastructure that Dell EMC is helping you to establish. >> Part of digital transformation we're talking about micro servicing a lot of old virtual machines I'm saying that. So service applications on the password virtual machine now your micro services, why you micro servicing it because in 8:00 a.m, perhaps there is 20 persons that's selling your policies but perhaps on the 11:00 after some TV show said something about Harel you can have thousands of customers entering to your website. So how you can support that? So again brokers need the tools to support the operation, the sales operations and the customers need the tools to support the post service for themselves, how to claim, how to do claims how to do more preventives aspects of insurances. So basically again when you're looking about what exciting is, is the reality that I'm seeing a process of a customer and is saying, wow that was easy. So taking the digital transformation to make our customer experience better. >> All right Gil help us zoom out a little bit. We talked to one customer here but the business overall joint product development between Dell EMC and the VMware teams is something that we think was transformational and helped accelerate the HTI growth. What are some the big drivers what's changed in the business. Give us the overall update. >> Yeah look, I think that when we discovered that working together pays off through our joint leadership through examples like VxRail and others we started looking at every part of the business and how collaboration could enable us to add even more value and any value transfer to finances and there's a very strong interest in so this recent innovation we've introduced with integration with cloud foundation, people don't realize how much work goes into integrating two products regardless, even between 1 company you're talking about engineers co-location, you're talking about joint sprints you're talking about test fests, design workshop, customers interaction and so, but you know what I mean, it pays off. You deliver a new outcome that didn't exist before now with VCF and VxRail you can have a full life cycle management of the entire VMX stack and the entire hardware stack drivers, framework everything life cycled together, it's a very, very impressive outcome and it's ready now and I'm really thinking that shift is going to be more than just ATI, people are going to start embracing the full stack because they can, because we're simplifying it. In addition to that Stu I think it's important to understand or I'd like the people to know that the other way we're taking the ATI stack and the full stack is into much more intelligence so machine learning and predictability all the way eventually to remediation and so in this show we introduced the analytical consulting engine for VxRail and we put it out there as a field trial, as an early access. The thought process is we have a very large amount of intelligent customers that could tell us where they need this to take them. What's exciting about it is that every product these days is trying to be intelligent because we have a full stack we have a lot of context, a lot of things we could correlate. So we're very excited about this and we're hoping that our customers will participate in that design, I'm sure Harel will as soon as we can give it to them, the access and, not only full stack but make it much more intelligent, I think it's going to be very exciting year til next time we speak. >> Harel you have? >> Something to say about it. We are customers, us as an organization understand the public cloud allowed us to be infrastructure free and now they said okay some workloads are good for public cloud some workloads are good for private cloud and the multi cloud approach that VMcloud Foundation gives us the infrastructure free to just focus on the services. You need to understand the manageability of traditional infrastructure is very costly. Why? You need to manage it, you need to support it, you need to upgrade the frameworks, the buyers, the drivers and all the time to be concerned about if everything is supportable, how you do that all the job and again once you taking the VxRail as a hardware platform for that and the VMcloud foundation the software you getting a complete life cycle that assist you to just focusing about to be a service broker just add new services to the exist environment. >> Well Niv, thank you so much for stopping by theCUBE and sharing with Stu and me where you guys are on this digital transformation journey, the successes you've achieved so far with Dell EMC, Gil again always great to have you on the program and we can't wait to hear more next year maybe Ace is going to give us some really insightful insights that will be groundbreaking. >> I believe so. Thank you very much. >> For Stu Minneman, I'm Lisa Martin. You're watching us on theCUBE, live from day three of our coverage of Dell Technologies World. Thanks for watching. (upbeat music)
SUMMARY :
Brought to you by Dell Technologies Senior Vice President and General Manager of Vxrail. Niv it's great to have you on the program. what it is that you do and then we'll get into why products in the insurance and investments in Israel. 'cause at the gym this morning and the sales part, the onboarding part, So talk to us Niv from looking through that lens of to make the process, the services we are offering in the discussion this week. and the ability to add and burst into a cloud move workloads What's the reality in your world and the impact on your work about the company is to do every operation from everywhere What are some of the exciting outcomes that you're seeing and the customers need the tools to support the post service and the VMware teams is something that we think or I'd like the people to know that the other way and all the time to be concerned about if everything on the program and we can't wait to hear more next year Thank you very much. of our coverage of Dell Technologies World.
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Dell Technologies World 2019 Analysis
>> 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
SUMMARY :
It's the queue covering and the power machines. We really started to see stew, especially something that we've been talking about for years, Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, I U have a changing of the the architecture. But at the time we said, if you recall, lookit, they got to close the gap. We've been digging into that hybrid cloud taxonomy and some of the services to span I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises the enterprise market is cyclical, and it's, you know, at some point you're going to start to the is the consolidation of it is just that is a retooling to be cloud ready operationally. show, I talked a lot of the telco people talk to the service of idle talk where the sd whan local market that I'm talking to Use the client business to cover costs. And that all Okay, so you can talk margin expansion all you want. We're in the tenth year of a bull market. You A Packer Enterprises doesn't have the gaping holes in the end to end. So that is a really good point that you're making now. the cash flow and the thing to do that. It's almost half the company's revenue. that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage But the autonomy was the big mistake. So he was there. And then what you gonna do with it? I think that but the whole, you know, the new game or markets and and the new wayto work throwing an edge And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were in the same. I mean the numbers. I think I think you're right. I'm a bull on the value of the company. What's the big story that you think is coming out of the show here? We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, It's all one Cash registers that I think the biggest story to me is something that we've been seeing in the Cuban laud, 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, So the combination of that stability with software it's just this as a big market. But the partnership in support of this ecosystem. But the support of the communities do this and honored to be able to help documented with the two of you in the whole team. He's been the one of the co captains of the integration. and he has always taken on the really hard jobs. It's been on the Cube ten years. Tom Tom Suite, You know, very strong moments. One of the sessions is some commentary in the hallway. The cue was when you asked Joe Tucci, you know why a storage sexy. Ah, but that was a mean. Pat is a hybrid cloud, a halfway house to the final destination of public loud. You know, the people that we've had on for ten years and then, you know, took us, Favorite moment was when we were at eighty bucks our first show. One of one of the most memorable moments for me was when you called me up. It's been a pleasure doing business with you here.
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Greg Bowen & Garry Wiseman, Dell Technologies | Dell Technologies World 2019
>> Live, from Las Vegas it's theCUBE covering Dell Technologies World 2019. Brought to you by Dell Technologies, and it's ecosystem partners. >> Hello everyone, welcome back, live CUBE coverage here in Las Vegas with Dell Technology World 2019. I'm John Furrier with Dave Vellante. Dave, winding down three days of wall-to-wall coverage. We've got two senior executives from Dell Technologies here with us, Greg Bowen, Senior Vice President, CTO of Office of the CIO Dell Technologies and Garry Wiseman, Senior Vice President, office of the CIO. Guys, welcome to theCUBE, good to see you. >> Thank you. >> Great to be here. >> So, we had Howard on, we had the CFO Tom Sweet on, digital experience is a big part of it. On the news announcements, a lot of Cloud stuff, but also a lot of, you know, workplace, workforce, human resource kind of vibe around Client Edge, digital technologies, unified workspaces, all pointing to the benefits of what Cloud and data can do, ultimately at the end of the day, that's what drive great value in apps, but also, user experience. I mean, people are workin', they're mobile, this is one of the core themes of the show. You guys have a digital, Dell Digital Way kind of mission. What is that about, tell us about that, 'cause you're doing it in internally, you're not even dog footing, you're building it out in real time, rolling it out, take us through the digital, the Dell Digital Way. >> Yeah, so the Dell Digital Way. If you guys ever Google digital transformation, good luck. The first six or seven results are all paid. Someone's trying to sell you the story on digital transformation. We're out there and you know, we're doing it all ourselves. We go to market with the IT transformation, workforce transformation, security and application transformation. A lot of people are choosing to do those one or two at a time. We're trying to do it all at the same time. So we had to develop a way that will allow us to accelerate our path through that, and we call it the Dell Digital Way. It's really a people process and technology transformation that allows us to change our underlying culture, really the way we interact with the business. Start with the business and the User first, and then work backwards from that. So the people part, it's really taking things from big functional silos that have a lot of matrix overlays, and creating small balance teams that own their code. On process, it's taking very large programs that are just generating risk all the way up and breaking those down into small deliverables where you have very low risk. And then on the technology side, this is where we are drinking our own champagne. We're actually employing our reference architecture from VMware and Pivotal all the way through the DM, Dell EMC technologies in our own data centers, So we can operate as a multi Cloud environment as well. >> So it's not just an announcement from the top saying, okay, just go digital. We're hearing from some of the insiders in the hallways here at the conference, it's hardcore. It's training, agile training, and this is not just you know, talk, talk, talk. You guys are actually getting it done with the training. How important has that been? Because at the end of the day, everyone's has all these kind of, they talk the talk, but might not walk the walk. >> It's training and getting the people right. At the end of the day, we have to change 10,000 hearts and minds in order to transform. And that means you have to touch those people, and you have to actually train them to operate in the new world. If you don't do that, you can put all the technology you want into the environment, if they don't know how to use it, it does you no good. So we're starting with getting our people up skilled, getting them trained. We're taking program managers, putting them through full stack developer training. We've got our first 60 that are going to be graduating this summer. And then we're training the rest of them on the Pivotal Way. So that's really about starting with that customer and working backwards, user centered design. >> How do people get the, how do, how do companies get the people's side right? Because you know, we all kind of work the big companies, you guys are a lot bigger. Now that Dell Technologies, where head of the old world was oh, let's reorganize, it's not working. You reorganize as a matrix organization. You know what agile teams, a lot of kind of HR issues that if someone might be great on one team, not great on another, and so it's really about the attraction of talent, retaining talent, knowing when someone's a fit. Is this ad hoc? How you guys get that right? Because that seems to be a big part of it. Because you got to be agile. You don't be doing reorders after the fact Oh, we didn't post the numbers. We weren't successful. Let's reorder, which means failure. So how do you guys get that right? >> I think it's partly skills assessment going in, right? You actually know which people are right for which skills and there's really key, three key skills in this. There's a product manager, the product designer and engineering. And then there's a lot of people that come into the balanced team after the fact. So it's really understanding where your teams are today, and then getting and finding paths for them in the future. I don't know if you have any. >> Well, I also have to say, obviously, being a company that presents itself as one that's modern, from a development standpoint, our infrastructure a place where really the next generation of developer or product manager or designer wants to come and work because they can see how we're really, you know, operating in this, this digital age, is another key thing for us to make sure that as we, as we recruit folks, particularly as we look at college hires, you know, they're looking for those types of places to come to work. And so part of it's the workplace we'd make sure that we have a modern looking workspace, we have, you know, open seating areas, we have lots of collaboration spaces for people to get together in. And then, of course, with the technologies, we're very lucky to have such a rich set of technologies available within the company itself. So we have, you know, the Pivotal methodology we use, but we have Pivotal Cloud Foundry, which is a great way for people to go and build applications and run them in the Cloud. We actually have all of the the things from a security standpoint that help us make sure that our customer data is secure. And so we can give them that insight as we bring them in, if we're trying to recruit people like, you know, the college hires as well as other industry folks that we're trying to track, that we're in this, this big motion and we have scale. Right, that's the, that's the one big difference. >> South of the playbook then is the playbook to get this right as core team. Get that core fabric of the, whatever the objective is, product engineering, and then put tuning people through. And cross pollinating based upon what the situation might be. I need a little Cloud, I need a little bit of hyper convergence. So you kind of, it's kind of like a combined workout. It's kind of like sports. >> Yeah. >> Yeah, I think you know, as Howard had mentioned previously, on some the other sessions, with such a large organization, there are people who are going to be, you know, really game for the change and really want to, you know, shift towards this new way of working. There are folks that are curious, and then there's a small percentage that may decide that this is not a journey they want to be a part of. And so it's really as we go through those, those motions of saying, here are the plans of where we want to go. Who are the people that are going to opt in? And who do we want to help you to move forward from a skills perspective? >> So a couple of challenges that I, that I see, I wonder if you could help us understand how you address, you've got the business, users, apps, and then the tech comes last. Okay, makes sense. But you've got, I'm sure there are a lot of similarities across, how big is Dallas? Like hundreds of thousands of people? Lot of similarities, but there's also some unique requirements. So how do you deal with that? You try to find the overlaps and say, Okay 60%, you know, nail it, and the others, you know, maybe we build snowflakes or maybe we just burned some bridges. How do you guys address those dissimilarities? >> So the good news is, the frameworks that we're building, and the decentralization of decision making allows you to address some of those dissimilarities. We've got applications that have built ground up Cloud native, they're a green field, they've started in the Cloud, they started on PCF. And they are perfectly, really prepared for this journey. We have other applications that have been sitting in the data center for decades, right? And, and everything in between. We found that we can create technology pipelines that can actually get all those applications to production the same way. So there's one thing out of the way, the building process of writing software and deploying it to production standardized. The next step is when you decentralize decision making and you get the product teams to own their code, you get better decisions. So it's about creating a framework that allows you to handle the variety of challenges and use cases that are thrown at you. >> Okay, so you're also a 35 year old company, you got, there's all this technical debt hanging around. How do you deal with that? Maybe you could give some examples of situations where you said, Okay, this part of the portfolio, we're going to leave alone, maybe some old cobalt mainframe. You're not that old, (laughing) Oracle database, and we're not going to touch that. But, but how do you deal with that technical debt challenge? >> Yeah. >> Well, you know, the way we've looked at it is really, where's the need for us to move fast? Because when you look at digital transformation, it's really about making sure that yes, we're customer centric, we have high quality, but also that we can move quickly with the new expected speeds of business. And so we've looked at it in the respect that a lot of the customer facing type of environment, so dell.com, or our b2b site for customers, or anything that's service facing, those are the ones that we want to make sure we focus on iterating quickly versus, you know, the order management system per se. So the order management system, you know, it's, it's an area that we're working on from a transformation standpoint, but it's not as critical to be able to move as quick there to keep up with customer features that they're expecting in this digital age. And so we we look at it from a portfolio standpoint, and again, from an outcome perspective, and where do we want to have an impact with the customers or the employees will feel most immediately? And so that's how we prioritize things in the question. >> Another question, John, I like to ask guys like you, you mentioned drinking your own champagne before, but, well, a lot of times, you know, the product guys are coming to you with, you know, things that are in beta perhaps, champagnes not quite ready yet. (laughing) >> That's want to be champagne, you know. >> So you, I'm sure, have a lot of people trying to hey, try this out, you guys are busy. You're trying to, you know, drive, you know, company value. What role do you play in that regard? In terms of beta testing? You know, do people love you, do they hate you? You like, you tell on them? How does that all work? >> We should be our first and best customer, and actually our hardest one. So, you know, we've actually taken some of the container technology and run it through its paces. And early revs of that just wasn't ready for us. But we did put it into a non production environment and started working on okay, how can we utilize this, for maybe non production workloads, some of the DevOps stuff, we're just needing, say, runners in a container to move code from point A to point B, so we can start flexing it, and exercising it and give feedback where, you know what, it's not going to really handle some of our production workloads. But here's what you need to do. So we want to be the first and hardest customer. >> Yeah, I was going to say it's not always a negative in that, yes, we might encounter issues. So we've we've adopted PCF, the Pivotal Cloud Foundry a lot over the last year and applications. And yes, we discovered things that either it couldn't do, or other issues with, and the fact that we have that close relationship with the product team, we can actually ask for new features that they will actually then go ahead and develop for us in order to support our business. >> I presume there's such a large portfolio, you have to be somewhat selective, right? You can't just take every new product, okay. And so how do you measure the value? What are the key metrics that you're trying to lever? >> Yeah, so when we went and did this, we built a business case, right? Because it's a sizable investment. And we look at adoption of behaviors. So are you adopting the methodology, the Agile pivotal methodology? Are you adopting test driven development, then how does that impact our key performance indicators? Are we reducing user incidents and production incidents? Are we getting stories from the business into production faster? Or is the velocity picking up? And then all of those outcomes lead to the business outcomes. Are we reducing our total spend? Are we becoming more technology focused, more development focused, then say program management focused, so we have a nice cascade of adoption of behaviors key performance indicator changes, and then actually business metric outcomes. >> You guys make it sound so easy. >> Right, Greg and Garry, thanks for spending the time. I know you guys have a hard stop. But I want to get you know, one last, a couple quick questions in. One of the things we're hearing is integration, that part of the whole Dell transformation, a lot of glue layer in the past, lot of SI like work being done in IT. How is that going for you guys? How is the heavy lifting of rolling out consistent infrastructure been? And what kind of experiences is that throwing off for you guys, for the end users? >> So I mean, I'd say, although I've only been at the company for the last couple years, you know, I'm a Dell Technologies employee, not necessarily from, from either business before, but from what I've observed, and from what I've seen so far, integration is actually going very well from a systems perspective for both the companies coming together at scale. We have a North Star. So we have a strategy to make sure that where we have multiple systems we want to end up with, with a single system. We're working towards that over the years. And likewise with the infrastructure. We have data centers that we're using, you know, now across different locations, from both the entities as they came together, that we're continuing to optimize and modernize using the latest Dell technology. So, from my perspective, as someone that came into the company a couple years ago, it's very impressive at how well-- >> That, that's where the efficiencies are going to be right there too, right? >> Yes, it's amazing the same of the same, the sales tools as we're integrating those, and making sure that we have tools where the salespeople can sell the whole portfolio across Dell Technologies is another great thing. >> IT guy told me one time, he says "we're in business when we're out of business". >> Correct. Meaning, you've got that heavy lifting out of the way and shifting to the higher value, you know, capabilities with AI, machine learning, do much more higher crafted things. You guys see it the same way. Not that you're out of business, but you know what I'm saying, when you're invisible, it's good, right? >> Our job is to enable the business ultimately, and if no one knows we're there, that's when it's actually working the best. >> Alright guys, thanks so much real quick, go down the line. What is the, take your IT hats off, take your CIO hats off, put your tech hat on, industry participant observer. What is the most important stories being told here at Dell technology? What's the big takeaway? What's the most important stories? >> Yeah, for me, I also own our AI capabilities and Dell digital. So for us, it's just that, that huge amount of data that's being created on a daily basis, and using technology to do something with it. And I think, you know, you have to be ready and prepared for that. So for me, that's one of the biggest takeaways. >> Garry. >> I would simply say that, you know, the dream, I'll be able to run workloads in, whether it's your own infrastructure, or multiple Clouds that are out there and manage it in a single place. That's one of my big takeaways now that we've, we've released that with the, the Dell Cloud. >> Operational seamlessness and then using data to have specialism in apps in every industry that's unique. Tailor is horizontally scalable, but vertically specialized, very, it's like a whole new world. >> Yeah, very exciting. >> Guys, Congratulations, exciting news. We've been talking about this for three years on theCUBE. A more seems like more. You can see some visibility out there, congratulations. >> Thank you. >> Cube coverage here with Dave Vallante, I'm John Furrier. Stay with more day three coverage, two sets here in Las Vegas at Dell technology. We'll be right back.
SUMMARY :
Brought to you by Dell Technologies, and Garry Wiseman, Senior Vice President, office of the CIO. but also a lot of, you know, workplace, really the way we interact with the business. and this is not just you know, talk, talk, talk. And that means you have to touch those people, So how do you guys get that right? I don't know if you have any. So we have, you know, the Pivotal methodology we use, but we South of the playbook then is the playbook for the change and really want to, you know, shift towards nail it, and the others, you know, maybe we build snowflakes So it's about creating a framework that allows you to handle But, but how do you deal with that technical debt challenge? So the order management system, you know, it's, it's an area you know, the product guys are coming to you with, You're trying to, you know, drive, you know, company value. and exercising it and give feedback where, you know what, and the fact that we have that close relationship And so how do you measure the value? So are you adopting the methodology, How is that going for you guys? the company for the last couple years, you know, and making sure that we have tools where "we're in business when we're out of business". you know, capabilities with AI, machine learning, and if no one knows we're there, What is the most important stories And I think, you know, you have to be ready I would simply say that, you know, the dream, Operational seamlessness and then using data to have You can see some visibility out there, congratulations. Cube coverage here with Dave Vallante, I'm John Furrier.
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Rich Steeves, VMware | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019, brought to you by Dell Technologies and it's ecosystem partners. >> Welcome back everyone. So CUBE's live coverage here in Vegas, day three as we wind down three days of deep coverage, two sets, a lot of content flowing on siliconangle.com and theCUBE.net. I'm John Furrier, Dave Vellante. Day Three's still got a lot of action to it. Rick, Rich Steeves, Senior Director, Worldwide Partner Programs welcome to theCUBE. We just talked about people calling you Rick. >> It's going to happen. >> Rich, welcome to theCUBE. >> It's been an, I'm really honored to be on with you guys. >> Worldwide Partner Programs. Obviously, VMware is hot. Revenue's up, Pat Gelsing was on yesterday. >> That's right. >> Everything's going up and to the right. Lot of things that the bets that VMware made paying off. Still great customer base growing. Cloudified, multiple partnerships. So you guys are in a good market position. >> Clearly. >> Now with the Dell Technologies integration you got touchpoints with Azure. VCF, the VMware Cloud Foundation. >> That's right. >> You have a foundational bedrock now to integrate into multiple environments. Really puts the software-defined data centers in play for everybody. >> That's correct. >> Now you're bringing it out to the partners for money-making opportunities where they can deliver value. >> Exactly. >> And get paid for it. Make a lot of profit. >> Win, win, win. >> This is the equation of partnering. >> Correct. >> Where are you guys at right now? Again, a lot of now, partnering, you do joint programs. It seems complex to me. Break if down for us. >> Yeah, well clearly we're at a great moment right now. Where the portfolios coming together. The market opportunities coming together. And we're really looking to help drive a change in the vision in the way that we partner together in the marketplace. To win together with our customers. You know, we feel like our responsibility is if we're going to have the opportunity to win the business with our partners for the foreseeable future and to become that essential, ubiquitous digital platform to help drive innovation together with our partners for our customers during their digital transformation. We fundamentally have to change the way that we look at the business and the way that we engage in the marketplace. We have to make it radically simple. Simple to engage, drive profitability and drive growth. And spend less time focused on, maybe, some of the traditional motions that have been aligned in the channel programs of the past. Around traditional routes to market or silos of complexity within the program. >> Rick, what's an example of old versus new? Give us a couple of them. >> You know, I've had the opportunity to lead and drive some of the changes and transformations. Some of the larger vendor programs in the marketplace. I think there are some pitfalls and traps we've all fell into in the past. And a lot of that has come into really siloing our partners based on traditional routes to market. Here's the bar program. Here's the distributor program. Here's the OEM program. But what we're seeing in this cloud, hybrid cloud, mobile first world, is that our partners are delivering value across the spectrum. And yet, many vendors are continuing to look at their partners as individual segments and silos. We've got to do better, right? And that's really the business proposition and some of the exciting announcements we've had recently. >> Well, I would just add just some complexity standpoint. Because of data and AI and, now, scalable infrastructure, you now have every vertical industry with specialty capabilities apps. >> Quite right. >> So, in a way, your service area for partnering is increased. So not only do you have to simplify the programs, you've got a bigger landscape to take territory on. >> Clearly. As we look at building on the foundation that we've built. Through the compute layer and b-sphere, and the ecosystem of incredibly valuable partnerships that we've built. As we take that across and hyperfocus on accelerating the cloud journey, but also transforming networking and security, or also empowering digital workspace. We've got to look at that broad base of partners and how they're delivering value to their customers. >> So what is the segmentation if it's not by the old traditional buckets? What are the new buckets or seams, really? >> It's a great question. I think we're coming to the market with a simpler proposition that says we want to offer our partners greater flexibility and choice to choose the business model that makes sense for how they want to go to market to solve their customers most pressing IT needs and priorities. Whether I'm a reseller or a cloud-service provider or an OEM. I want to have one engagement model. A consistent experience as I engage with VMware. And I want you to recognize the total value I'm bringing to the customer relationship, rather than the individual piece parts. So, one agreement, any business model, one single program. >> So, let's take some friction out of the complexity, make it simpler. What about specific programs? What are you guys launching? What are some of the news that you're rolling out to get these guys up and running quickly? >> We're really excited. We've had the opportunity over the last few weeks to change what has been in the past the tradition of over a decade the VMware Partner Network evolving to become the VMware Partner Connect Program. So we announced three weeks ago to our most strategic partners the introduction of that one-program framework, offering simplicity and choice. To focus on their customers rather than how we've asked them to engage based on how we're aligned often internally by business unit or route to market. And the reception's really just been incredible. >> The other thing that partners want, and I hear this a lot from my friends that are in the business, own a bunch of firms. Hey, what's in it for me? I need to make some cash. I would need simplicity. I don't need a lot of high cost of sales. And I want to have high margins on what we're doing. But also want to wrap services around it. >> Clearly. >> How are you guys helping that scenario? >> Really in multiple ways. I think for VMware, as we look at the opportunity, and I know you guys had a chance to catch up with Pat. We've got some really bold statements of where we want to grow the business in the coming years, together with our partners. I mean, it's a pretty powerful position to say, we want to double the business together with you in the next three-to-five years. We want to go from 5% of revenue, delivered through SAS and subscription to 20% together with our partners. And that's going to come through a vibrant and committed partner ecosystem. And that vibrancy as we go forward is really going to be in the way that partners differentiate, based on their skill sets and capabilities. Rather than program tiers, names and brands. I'll give you an example. We've had the opportunity in this last year to introduce our Master Services Competencies. Really industry best-of-breed recognition of where partners are unlocking value for their customers. So whether they're driving data-center virtualization, network virtualization or desktop and mobility. We now have the ability to say to our fields, to our services organization, and most importantly, to customers, here is the partner that is going to drive and deliver on the transformation. Through, for the partner, margin-rich services opportunities. And, again, in a lot of these conversations with our partners, as they're making that change and transition many of them from traditional resale business models to cloud. A lot of the services opportunity is really delivering most of the profitability. >> So part of that transition, you just mentioned it, is quadrupling the subscription component. How are you dealing with the obvious challenge of how you compensate for that? What a lot of SAS companies will do is say, "Yeah, SAS, pay by the drink. "But you got to sign up for three years." (laughter) So, it's really not cloud. So how are you dealing with that challenge and how is the channel absorbing it? >> It's a great question. If we look at the economics of the relationship in the past, it's been really focused on the initial transaction. But that transaction in the cloud world, it is an important milestone along the customer journey, but it's only the initial step, right? In this try, buy, proof-of-concept life cycle, we've got to do a better job of taking our investment envelope and wallet and spreading that across the customer journey. Looking at monthly recurring revenue. Looking at the ways that our partners are unlocking value and driving consumption. So, moving it from the initial transaction to deployment, consumption and expand opportunities with our customers. It's going to add tremendous value to the equation. >> So you've got a new playbook, things are changing. >> That's right. >> How you got here is not how you're going to move forward. Whole new ball game. What kinds of mechanisms you guys going to put in place? 'Cause you guys had, Tranel has tried and trued programs. Soft dollars, training. You got to get the word out. >> That's right. >> You got to watch the journey, so you got to instrument that. >> That's right. >> What are some of the things you guys doing to be new and be fast and be relevant? >> It's a great question. I mean, a lot of it comes down to the evangelism, and I'd say frankly, doing a better job of listening to our partners. We've had the advantage through VMware Partner Connect, through our partner advisory boards and councils. Doing the listening along the way to say that this is a program that not only is VMware building, but this is the co-investment and co-building together with our partners. So, from inception to design and concept and, ultimately, to the announcement and rollout. We've had our partners hip-to-hip with us in this rollout. We'll certainly look to leverage opportunities, like VMworld, hopefully we'll see you guys there. >> We'll definitely be there. >> We'll see you guys there. To amplify that message. But the key piece, and this is what our partners tell us, is help me leverage the investments I've made in my VMware relationship today, but position me for the opportunities ahead. Give me a sense of, where do I need to invest. Sometimes ahead of the curve to make sure I'm taking advantage of the program. >> And are you guys funded for that right now? Is Pat getting behind this with actual cash to prime the pump here? What's the update there? >> This is from Pat and e-staff on down. A commitment for the organization. Brandon Sweeney, Maurizio Carli, everyone's really rallied around us. It's one of our top priorities. Pat wants to ensure that we've got that vibrant, committed partner ecosystem that is bringing incremental value to our customer relationships and we're putting the money behind the commitment. >> You got to get the community action going, got to get some content. Doing a great job right here. Question on the customer piece, I want to just shift gears, because end of the day you're, it's an indirect channel ultimately for VMware, but you've got to get deep in it and enable your partners to be successful. They, then, have to think about your customer, too. Their customer, the joint customer. How has that world changed? 'Cause we were talking before we came on camera that with the VMware Cloud Foundation and all the, now, bundling that going on and all the integration. You've got a tight relationship with Dell Technologies, as well as other partners. There's a lot of cross-wired programs. Who gets credit for what, there's some complexity there. But, ultimately, it's an opportunity for the partner, your customers and then their customer, to actually be a cloud-service provider. >> That's right. >> A whole new generation. Take away the system integration challenges that customers want to get rid of. >> That's right. For us, it really comes down to being disruptive by being radically simple, right? Really boiling it down. And you talk about the relationship. There's some great announcements this week around the Dell Technologies Partner Program, change and evolution. And one of our partners, as well as our customers, frankly, have been asking us is, make it easier for us to do business across the full Dell Technologies family, right? All of the strategically-aligned businesses. Whether you look at our VMware cloud, on Dell EMC, VXrail, any number of the engineered solutions that we're bringing to market. It's about adding value to the customer, simplifying the engagement and, really again, driving the profitability for our partners. >> I think being agile, Rich, is going to be key for success for you. And making sure that it's funded, and that the money's going into the partners, >> That's right. >> In the gas tank to get then go faster >> Clearly. And we feel like we have one of the richest programs in the industry that's really driving incremental value for our partners. And I think what you'll see us do is, again, a better job of differentiating of partners that are, certainly, co-investing in VMware. But most importantly, and this is what we hear from our customers, is invest in the partners that have demonstrated the ability to unlock value in this engagement. >> Well, thanks for sharing the insight. We love this topic. I know it's kind of like a channel thing, but it's becoming a very key part for creating value, and also delivering a simple solution for customers. Give a quick plug for what's going on at VMworld, you mentioned VMworld. How do you guys run your partner programs, events? What's on the schedule? Take a quick minute to give a quick plug. >> We've got a few opportunities ahead of us. We're really excited to continue the success around our VMware Empower events. Where we bring both sales and technical enablement conversations to our partners. Certainly, VMworld to be able to-- >> What is that event? The one... >> Empower coming up in Lisbon. We're really excited towards the end of May. VMworld in the U.S., as well as in Amia, >> Do you co-locate an event within VMworld? >> Yes. We also do our Distribution Advisory Board, our Partner Advisory Board. Trying to add as much value, but also, again, do a good job of listening to our partners. >> Great. Rich, thanks for coming on, appreciate it. We'll be following all, we'll be following the money. That's at the end of the day, success is where people exchange of value. You guys doing a great job. We're bringing you all theCUBE content here. Day three, wall-to-wall coverage. I'm John with Dave Vellante. Stay with us for more after this short break. (synth music)
SUMMARY :
brought to you by Dell Technologies Day Three's still got a lot of action to it. I'm really honored to be on with you guys. Obviously, VMware is hot. So you guys are in a good market position. VCF, the VMware Cloud Foundation. Really puts the software-defined data centers for money-making opportunities where they can deliver value. Make a lot of profit. Again, a lot of now, partnering, you do joint programs. and the way that we engage in the marketplace. Give us a couple of them. You know, I've had the opportunity to lead you now have every vertical industry So not only do you have to simplify the programs, and the ecosystem of incredibly valuable partnerships rather than the individual piece parts. What are some of the news that you're rolling out the VMware Partner Network evolving to become that are in the business, own a bunch of firms. here is the partner that is going to drive and how is the channel absorbing it? and spreading that across the customer journey. What kinds of mechanisms you guys going to put in place? I mean, a lot of it comes down to the evangelism, Sometimes ahead of the curve to make sure A commitment for the organization. Question on the customer piece, I want to just shift gears, Take away the system integration challenges All of the strategically-aligned businesses. and that the money's going into the partners, is invest in the partners that have demonstrated the ability What's on the schedule? the success around our VMware Empower events. What is that event? VMworld in the U.S., as well as in Amia, do a good job of listening to our partners. That's at the end of the day,
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Varun Chhabra, Dell EMC & Mark Lohmeyer, VMware | Dell Technologies World 2019
>> Live from Las Vegas. It's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and Etico System partners. >> Welcome back everyone. You are watching day three of theCUBE's live coverage of Dell Technologies World here in Sin City Las Vegas, Nevada. I'm your host Rebecca Knight along with my co-host Stu Miniman. We have Varun Chhabra who is the Vice President Product Marketing Cloud Dell EMC, welcome back to theCUBE Varun. >> Thanks for having me. >> And Mark Lohmeyer SVG/PM of Cloud Platform VMware. Thank you so much for coming on theCUBE. >> Thanks great to be here. >> So before the cameras were rolling we were talking that it should be a rap song, VMC on Dell EMC. (laughing) Tell us about the news this week. >> Yeah sure. So maybe I can kick it off. So real excited this Monday to introduce the VMware Cloud on Dell EMC and you know, as I sort of think back to when we first started discussions together between the two companies, we really had this sort of this angle in mind which was how do we bring the simplicity, the agility and sort of the consumption economics of a public cloud model right, but with the control, the security, the enterprise class capabilities, you know performance that customers expect from an on-prem environment and how could VMware and Dell work together to really jointly engineer something that we think would be really special and achieve those goals, and based on feedback that we got from customers, we're really pleased at sort of the reaction to this, and we think that's really going to hit the sweet spot of kind of best of those both worlds. >> So Varun, Dell EMC's been in the private cloud market for a bit, actually it was somebody on the EMC side that, as far as I know, was credited with coming with that terminology so some of this isn't new. Give us what is new about this offering compared to what we've done in the past. >> Yeah. Great question Stu. So essentially what is really innovative about this is that this is taking the public cloud model to on-premises as Mark said. It's a fully managed service where Dell Technologies and VMware are working together behind the scenes to provide that public cloud like experience, the hands-off operations, the ability to provision resources using a cloud portal right and have it be installed for you and set up. Once it's set up, software patches, operating system updates, hardware updates, all of them are basically going to be managed for you. If there's any support issues, the VMware team will file a ticket for you. You don't even need to file a ticket, it will be managed for you. This issue will be resolved. You know we think that this will be a really transformative way for customers to consume cloud resources, and this is all about bringing that cloud model to the data center where there's so much data, that customers already have. >> All right. So Mark there were ripples in the industry, a couple of years ago when the VMware cloud on AWS was out. >> Right. You know some people may have like hey why wasn't it done on the Dell stuff first but the thing I want to ask is, what have you learned from that AWS engagement and how did that impact what you're doing now on the Dell EMC? >> Yeah it's a great question. So I think one thing, so we learn from our customers right and the feedback they give us? One of the things that they shared is look they really like the fact that we're taking all of that grunge work off the table for them right? I mean if you're an IT department and a customer you're looking at for how you can deliver more value to the business right? And patching our software, upgrading our software, being responsible for hardware issues, that's not adding value to the business right? Ensuring their delivery in the application SLA, ensuring the application is secure, helping reduce cost, those are adding tremendous value to the business right? So the fact that we're able to deliver to them a cloud service, allows them to sort of elevate the value that they can offer and so that was one key insight. We wanted to bring all of those benefits to VMware cloud on Dell EMC on-prem. The second thing I would say is just technically you know, it's a very different model to ship a customer software and hardware and say you manage it right? You're responsible for the SLA versus delivering a true cloud service right? It requires a very different way to run your engineering team, it requires this thing called service ownership right? That you're accountable for the SLA of your code running your production, you need to build out a site reliability engineering team, and it really requires a very close engineering relationship between everyone who's working together to deliver that integrated cloud solution. So we're taking all of those learnings and insights that we got from our experience in the public cloud, and now applying them with Dell to bring those same benefits to customers in the private cloud. >> One of the things that we've talked a lot on theCUBE about, in particular this week, is just how close the Dell VMware relationship seems. You have said Stu, and you really know your stuff, that this is the tightest you've ever seen it. And here you are talking about this jointly designed, engineered. Can you describe a little bit about sort of the culture of this partnership and how these two tech giants work together? >> Yeah I can take a stab at it (mumbles). Look this is not new to us. We have been working together for a long time. But I think as you saw on the Keeno stage with Jeff and Pat together, this is a new level of a relationship in terms of having our engineering teams work together, figuring out how to deliver the best customer experience right? We already see that when we made our announcement three weeks ago with VxRail and VMware cloud foundations, being able to manage the entire life cycle, right from the workload all the way down to the physical infrastructure using VMware cloud foundations. This is a natural extension of that model for us. We're taking some of the same engineering work, the tight integration, and then adding on another benefit of managing this for the customer and making things simpler for them. And you know we think this is just the start. We think there is so much more goodness we can uncover for our customers as part of this journey. >> Yeah I think it's great. The only thing I would add is you know, the analogy I like to use is sort of like weightlifting. This is a muscle that we've been building between VMware and Dell for many years now right? Delivering a full cloud service on top of Dell hardware, that's like bench-pressing 200 pounds right? (laughing) So if you just like had never worked out before and someone gave you 200 pounds to bench-press, you probably wouldn't be successful. Now the good news is we've been working together for a number of years now. We've been building that muscle together between the two companies right? VMware on VxRail, VMware cloud on VxRail, and so now we're taking this next step forward, hey maybe we're going from benching 150 to benching 200. We have the ability to get there right? And so in many ways, our ability to be successful at this is based on the fact that we have been working together so well for a number of years now and building on that. >> Okay so Varun, we look at these different solutions in the marketplace and the space and sometimes it's a little tough to differentiate them because you know, you look underneath the covers and you got a lot of hardware geeks you know? I'm one of them, I'm open the back of the cabinet and show me and I'm like oh I recognize that box and I do this but like say for example, if I go talk to Microsoft and I look at Andro Stack, they like don't really think about the Dell server underneath there and the partner they got to have, this is Azure, so when you think about the operating model, when you think about the consumption model, when you think about the applications, this is "Azure". What I've had a little bit of trouble, and I'm hoping you can help me explain is, I think it's a similar type of story but there is no Dell EMC public cloud. There's VMware in a couple of environments so is that the right model to be thinking of? I mean this is as a service, it's a consumption model but are the applications similar to what I had if I've built a stack with Dell and VMware or you know, give me the compare and contrast as to what I've done before and some of the other options out there. >> Great question and I think it's something a lot of customers ask us as well. Look I think this is a very unique offer compared to what we've seen in the market recently for a variety of reasons. But the first thing I'll start with saying is that customers today are already using VMware and LEMC for their existing workloads right? This is essentially the same platform so the tools that they use today vSphere, it's the extra migrate workloads, NSX, VSAN, they are going to be able to carry forward all the work they've done there on this platform. That's why it's no different from that perspective. So the learnings they have, the processes, the automation, the eco-system of back-up disaster recovery that they use today, they're going to be able to use later as well, with this as well so this is less disruptive for them. So that's the first thing. The second thing I'd say is you know, we think we have a unique advantage because we have a long heritage of working with customers in their data centers. Whether its VMware or Dell EMC or us combined together. Being able to manage the complexity, the thousands of variables in a data center that a customer has, where things are not just homogenous, everything is not standardized, it's very very different problem from talking about a homogenous cloud data center where everything is standardized, everything is built for automation. We think we have a unique capability to be able to do that, and not only from a day zero day one perspective, also from a support perspective. You know this is a fully managed service which means if things are you know, if something breaks, we may have to go down and actually go to the customers site and actually fix that. We have a support organization across VMware and Dell EMC already built today. Full scale. Every single country. Wherever people's data centers are. Again a different support model. We think this will be a journey for folks who don't have that built out, and finally, I think, I'm biased, but I think infrastructure matters. If you're going to take a bet on this platform for your edge locations, your retail locations, your thousands of retail locations, sure it's a fully managed service but you need to have the peace of mind that this is going to continue to work for you. Even in a fully managed scenario, it is disruptive if there's hardware failures. So VxRail is a platform that customers all around the world bet on. There's more than 4000 customers at VMware and Dell EMC have jointly driven success with so we think these are going to be unique factors that will create value for customers. >> Okay. So for the support model I understand. The question we've been talking the various solutions in the portfolio is the nirvana is that cloud operating model that I don't need to worry about what version it's running. Whether the latest security patch is in there because that's been taken care of for me. Are we close to that? Are we at that? How does that look? >> That's exactly the idea. That's exactly what we're going to deliver right? And that's powerful for the reasons you articulated. But even more than that I would say it's an amazing vehicle for us to deliver value and innovation to our customers right? You know, traditional model hey VMware developed software. It takes a year or two to develop. We deliver to the customer. They take another six months to a year to upgrade it, it's two to three years' latency between when an engineer has a good idea or a customer asks for something before they can reasonably get to take advantage of it in production. With this new cloud delivery model that we're building together, that latency shrinks down to potentially just weeks right? Because we are upgrading that service on a continuous basis. We can push those new innovations to our customers much more rapidly and they can immediately begin consuming them. Like literally those new features just show up in the service just like on your iPhone or whatever other service you might be using. Same model can now apply to the data center so its an incredibly powerful thing for our joint customers. It's also real exciting for our joint engineering teams right? You think about an engineer. They take pride in seeing the value of their work being used by customers and we can take that from two to three years, to two to three weeks. That's a tremendous thing. >> Real instant gratification. >> Yeah! >> Which makes for a happier employee, which makes for-- >> Time to innovate more right? >> All of that. >> You got it yeah. >> Great. Well Mark and Varun thank you so much for coming on the show. It was great having you. >> Thanks for having us. >> Thanks for having us. >> I'm Rebecca Knight for Stu Miniman. We will have much more of theCUBE's live coverage of Dell Technologies World coming up in just a little bit. (digital music)
SUMMARY :
Brought to you by Dell Technologies and of Dell Technologies World here in Sin City Thank you so much for coming on theCUBE. So before the cameras were rolling So real excited this Monday to introduce the VMware Cloud Dell EMC's been in the private cloud market for a bit, the ability to provision resources a couple of years ago when the VMware cloud and how did that impact what you're doing now and the feedback they give us? the culture of this partnership and how these two Look this is not new to us. We have the ability to get there right? is that the right model to be thinking of? that this is going to continue to work for you. So for the support model I understand. And that's powerful for the reasons you articulated. for coming on the show. of Dell Technologies World coming up in just a little bit.
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Michael's Angel Paws | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome on board technologies World. Lisa Martin with Rebecca Night for the first time hosting together. And I have to say this is probably one of my favorite times of del technologies world because we have dogs on the Cube joining us for Michael Angel Pause. We've got Alicia Halloran. She's back. She's a Q. Pietro's here last year. Your Fallen here, Here's OD and Gracie and holding Creasy is Denise Michael's Cox Global Experiential marketing from Del Technologies. Tony's Thank you for joining us as well. Certainly a lot of female power. You right out. He's just letting a male hanging out. Alicia, it's so good to have you back Way have enjoyed being having our set Next. Tio Michael's age. Applause again. This year. It's so great to hear barking. Yeah, when you're talking about, I think I'm at home so true. Talk to us a little bit about Michael's Angel. Pause your experience as a volunteer out. Yeah, D'Oh well, first of all, Michael Angel paused >> is was a static to nonprofit established in Las Vegas, and they have three main programs. They have a community dog program, which really strengthens the bonds between people and their animals. And they have a therapy dog program, which is what these lovelies air part of, and we just love to bring joy and delight everywhere we go. And then they also have a service dog training, which allows people with autism or with their mobility issues or any kind of medical alert. So that's the main process of what Michael Angel paused does way air volunteers with them. We have loved being volunteers with them. Uh, OD is blind, and we managed to get him through the therapy dog program, and we love to come to conferences and just really help people feel better. And Gracie, of course, is just a little beauties. So, >> yeah, so Denise, tell me a little bit about why Dell has partnered with this with this organ, which is a great organization. And why might people need to feel better when they're out of touch? Honor. That's been may be related to this morning's kid note address with the anxiety, sometimes technology way. You do like >> to say we think of everything for Del Technologies world. So what is one more thing? How to surprise and delight our costumers? Air attendees here. And also it's really important for us as Del Technologies to give back to the community. And so it's a great opportunity to give back to great organization like Michael's Angels. Pause and surprise and delight our guests with the with several dogs to pet. Because you know, when you go to a conference when you travel, you miss your pets a lot. A lot of people miss their dogs, and so we're here for them to get a dog fix or maybe just come in for a few minutes. Distress. Er, jetsam dogs come out happy. Everyone who walks in, walks in, smiling and walks out, smiling bigger. So it's a great place. Tio work here, too. >> We were hearing last year that Michael Age, a PAS exhibit exhibit, was one of the most popular places for Get fourteen fifteen thousand people to congregate. Ru. Do you experience the same thing this year? Yes, >> definitely, definitely didn't really. It's been really busy, like these little ebbs and flows like you just catch a breath and then twenty five people are there and they're all like, Oh, it's so great. It's so great to see people relax and be able to kind of sit down and take a breath, which I think is really hard in a conference like this. >> It is, and it's also STD. So you mentioned it's nice to recognize that they're all people. They all have families, a lot of them, whether their pet owners or not. It's just a nice way to just sort of get back to reality, maybe come down from the cloud right on and actually have a little bit of something that just brings a just a smile to your heart. Yes, >> bring some joy even without technology. >> So we know the humans love it. But here, the Toups, how are they doing? Because, as you said, they usually you're going toe spills There. You told each home write and write and how are they handling? They >> handle it. Amazingly, they love to come. You know, the energy is very, very different, so they can be a little bit more rambunctious. They could move a little bit more because they're not working with somebody that is in hospice or you know has an illness. So it's people who are exactly feeling sad that they don't have their animals with them, and they get to get cuddled and squeezed and they love it. So it's a wonderful experience for them. They love to do it. She kind of looks a little sleepy, but that's kind of her way of being like >> he's himself. You're >> yeah, Just loves it. What is some of the reactions elation that you've experience out in the field like, for example, in the hospital or a hospice organization or in firemen's Yeah, that you see patients. Oh, yeah, they light owns, >> they light up. I mean, when you go to a hospital, people are in a hospital, and so everything is very regimented, their way woken up in the middle of the night to do whatever needs to be done. And people are kind of like talking about them, but not actually to them, and that animals don't differentiate there just like we want to sit with you, and that's what we're going to do. We're just going to sit with you, so it gives them a moment to just relax again and not have to think about. When's the next blood draw? When's the next thing that's gonna happen? So it's a really wonderful, relaxing experience for them. It's it's it's and and the joy that it brings. And I think there's a lot of healing in that that when your feel good, you feel good, you have the ability to heal better. And so I think therapy dogs are so important in a in a hospital environment, and >> this is a two step sort of certification program. They become a therapy dog first, and then they would become a service dog. Or can they go into a hospital as a therapy dog to >> go in as a therapy dog? Yes, so that's That's the work that these guys do service dogs or more about if you have something on illness, or that you have some mobility issues that you need balance or you need if you have PTSD that you need to have a dog with you all the time just to kind of keep you keep you together, which I think everybody understands that it feels good to have an animal with you. So these guys are therapy dogs, which is not the service dogs. >> Got it? Yeah. >> Denise, this is your baby. This thing, The show. Congratulations. It was a great show. Fifteen thousand attendees. Eso money partners. So money. A lot of great energy and a great vibe. Can you just talk a little bit? About what? This year's event This this dull world technologies has meant to you. This has >> been a great event every year. It's a great about. But this year, Thea Energy is even higher, so positive it's always really positive. Be here anyway. And so many more people this year, too. It's just a constant Gogo energy all the time. And it's It's wonderful. It's so fun. I love being part of the organization and proud to be able to say that I helped and some a little bit put this together. And so I'm just happy to be here and proud to be a part of Del Technologies to >> Denise before we let you go and get some well deserved. This's also a charity and philanthropy that's close, and Michael Dell's Hart Can you explain a little bit about that? And how he helps veterans in this way? >> Well, how Michael helps veterans or Michael's Angels pause veterans because they both do. >> Michael, let's talk about Michael Dell for since this is kind of his thing, yeah, well, it's, >> um, like for Del itself, a Michael Dell to is very important to him. To give back to the community is is important to us all. And that's a big part of what we dio and this opportunity to that now contribute event. Veterans like these guys go to that veteran homes and help with, um now Del itself. And Michael Dell also contributes Teo many veteran organizations helping veterans with PTSD. And we saw that last year at Del World talking a lot about continue working with veterans, working through PTSD with the art art for veterans. And so there's many organizations like that we work with our Del Technologies and Michael Dell works with, and that give that >> exit was we heard that maybe there was some support financial support for dogs that go through service training to become service dogs for veterans, which is a pretty extensive process and quite expensive. So nice to hear how much it really doesn't mean to the heart of Adele Denise Alicia. Thank you. Someone like you, but I mean, of course, Odeon, Gracie. Humans think they are. Thanks, guys. Really brought a smile to my heart and I got to go home to my dog with first. She's yet, right? Yeah. Like for Rebecca Knight. I'm Lisa Martin. You're watching The Cube live from Dale Technologies World twenty nineteen. Thanks so much for watching.
SUMMARY :
Brought to you by Del Technologies it's so good to have you back Way have enjoyed being having our set Next. And they have a therapy dog program, which is what these lovelies air part of, That's been may be related to this morning's kid note address with the anxiety, And so it's a great opportunity to give back to of the most popular places for Get fourteen fifteen thousand people to It's so great to see people relax and be able to kind of sit down and take a breath, and actually have a little bit of something that just brings a just a smile to your heart. But here, the Toups, how are they doing? Amazingly, they love to come. You're Yeah, that you see patients. And people are kind of like talking about them, but not actually to them, and that animals Or can they go into a hospital as a therapy dog to that it feels good to have an animal with you. Yeah. has meant to you. And so I'm just happy to be here and proud to be a part of Del Denise before we let you go and get some well deserved. they both do. And so there's many organizations like that we Really brought a smile to my heart and I got to go home to my dog with first.
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Kevin Shatzkamer, Dell EMC & Honoré LaBourdette, VMware | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Welcome back everyone to theCUBE's live coverage of Dell World Technologies here in Las Vegas. I'm your host, Rebecca Knight along with my cohost, Stu Miniman. We have two guests for this segment. We have Honore LaBourdette. She is the VP, Global Market Development, Telco Business Group. Welcome, VMware, thank you, sorry. >> Thank you, yes. >> Welcome. And we have Kevin Shatzkamer, Senior VP, Networking and Solutions, Dell EMC. Thank you both so much for coming on the show. >> Our pleasure. >> Thank you. >> So Kevin I want to start with you. There was a big announcement this morning, signing with Orange of France. Tell our viewers a little bit more about this. >> Yeah, sure. So, I think as overall Dell Technologies continues to focus on helping our service providers through what is a very complex transition, both in their business, in their operations, in their technology investments, in the operational skill set gaps, in the business models, the architecture's use cases kind of comes across the board of how their businesses are evolving. What we continue to do is focus on a core set of telecommunication service providers that we can partner with very deeply to help in that transformation and use the knowledge gained through that collaboration as a means to expand the Dell Technologies capabilities globally. So, I think that the belief is that when we help solve problems, it not only benefits the service provider we're working with, it benefits the industry as a whole with the lessons learned, so that we can then contribute back. >> And so far, there's been some enthusiasm about this? >> There certainly has. I think it's been a big day for us. Obviously, the first two days at Dell Technologies World, we're extremely focused on new product introductions across the Dell portfolio, and today, with the opportunity to expand the messaging and announce some of the great things we're doing with partners, we're doing with out customers, and we're doing within the ecosystem, I think we continue to drive a very positive message. >> Honore, the networking component is something that we know service providers have a need and is ever-changing. We've watched that expand greatly in the VMware portfolio over the years. I've done plenty of interviews with telcos talking about things like NFV, network functions virtualization, but the big thing everybody's been talking about, the last couple of years it feels like, is 5G. So, maybe we could start there, but talk a little bit about what you're hearing from service providers and how VMware and VMware plus Dell are helping to meet some of those requirements. >> Sure, well, needless to say, 5G is the topic of every conversation we have with our telecommunication customers, and I think that there's a number of areas around 5G that are most prevalent in those conversations. One is really how does the service provider get a return on investment for the huge amounts of monies that they're investing in this infrastructure, right? So, 5G is a new infrastructure, a new technology, that's going to require a refresh of the entire infrastructure. And so, while they're making all of those investments, and they are doing so very aggressively to have a first-mover advantage, in terms of the first to deliver on a 5G technology, they want to work with vendors who can, in fact, accelerate their time to a return on the investment for that infrastructure. So, many of our conversations are really focused around how can we help these service providers actually accomplish that, right? Not just build out, or take advantage of a software-defined infrastructure and all of the technologies that both Dell and WMware offer to them under the umbrella of the Dell Technology Companies, but also, how can we help them accelerate services that they want to to put on top of the 5G technology? I think one of the key differentiators of 5G over its predecessors is that the industry has recognized that it's going to require partnerships in order for the service providers to really get their return on investment. And that's where the partnership with VMware and with Dell and the work that Kevin and I are doing together to focus on service providing is really anchored, right? It's bringing together those partnerships, so that these telecommunication customers can take advantage of our technology and do it very quickly. >> So, there's a real acknowledgement of the need for partnerships? >> Yes. >> So then, how do you show customers that the VMware-Dell partnership is the right direction? >> Well, needless to say, it's anchored in our technology. Kevin and I have been working together for a number of years now, and our partnership really started out focusing on just making sure that the components of the stack worked as promised, right? That we could deliver a high degree of confidence to our customers that when they software-defined the infrastructure on Dell Technology hardware, and then layered on top of that, their virtual network functions, that it would perform our outperform their legacy, bare-metal, vertical-stack equipment. Over time, however, our partnership has progressed to where we're actually collaborating to bring new technology to market together. And one example of that is the City of Las Vegas. We recently announced a Smart City IoT use case, and that technology, that solution, was co-developed with NTT, Dell EMC, and VMware using VMware software, Dell hardware, as well as Dell Storage, Dell Data Analytics and Intelligence, and NTT's infrastructure and points of presence. >> Yeah, I think there's both a technical reality and an operational reality to the technologies that we speak of, right? The technical reality is that the transformation that the telcos are going through around NFV and the direction toward network edge, edge computing, cloud environments, is really just software-defined data center similar to what we've done on the IT side for a long time. So, the technologies that the telecommunications industry is adopting are the technologies that both Dell EMC and VMware have been working on for a very long time. The operational reality is that just taking what you've done in IT and applying it into a telco network is not sufficient. Understanding of the workloads, how those workloads layer on top of infrastructure, understanding that those workloads are in a transformation of their own, and that virtual network functions were not designed to natively consume and compute. They were designed for network appliances, and that there are still requirements that they drive down to the infrastructure was, I think, where Honore and I have been investing for the last several years, right? How do we complement the broad capabilities of both Dell EMC and VMware in IT virtualization software-defined data center, and bring in telco service provider networking expertise and domain knowledge that we can use to be able to really ramp up and accelerate the partnerships we have in the service provider industry? >> That's great stuff. We actually got to do an interview on the smarter cities earlier this week, and a fascinating discussion to see how there's, Kevin, I like what you laid out there. When I look at this space, scale gets talked about a lot, but you talk to telcos, they have a little bit of a different scale, and the management for these kind of environments is also quite a bit different than if you were talking to the enterprise. Are those some of the key items? Where would you say your focus? >> I also think that even further. That the challenges of scale that have been solved in the public cloud are a different set of challenges than the telco industry is really trying to wrestle with, right? In the public cloud, we're taking about a very small number of facilities, and we can build a homogenous architecture within there. We define a standard server. We replicate that server across a rack, replicate that rack across rows, replicate those rows across a data center. The reality is, as we get further and further towards the edge of the telco network, it looks more heterogeneous, right? I need GPUs for particular instances. I have cloud-native applications. I have virtualized applications that sit inside of VMs. I have native Linux environments. I need to handle dense networking topologies. I have east-west traffic, north-south traffic that I need to take into account. And I think that what we've figured out and what we've learned in automating and orchestrating the public cloud is how to handle hundreds of thousands of things at single-digit number of locations. And what we're talking about here is hundreds of thousands of locations with single-digit number of things. >> And that's another key area of the collaboration between the two groups, in terms of how we deliver value to our telco customers. So, rather than us working in silos and delivering yet another disparate technology for managing the edge, cloud, or all these different locations, we're working together so we can bring a cohesive technology to market for them. >> That's right, I think the infrastructure demands and openness and a willingness to be a productive member of a complex and consistently changing ecosystem, and I think that, obviously, Dell EMC does that in our way. VMware does it in their way, but there's clear recognition that the better capabilities are when we work together to really drive the platform and bring the true capabilities of the broader Dell technologies together. >> So, telcoms is a hugely competitive industry, and as you've talked about, there's a lot of challenges, and it's a real transformative moment for this sector. Can you lay out some of sort of what you're thinking about for after 5G, which as you've said, is a hugely expensive investment for these companies? But sort of post-5G, what are we looking at? What's on their minds of your customers? >> So, I don't know that there's going to be distinct, post-5G event, right? I think that 5G, in and of itself, is going to take some time to roll out and proliferate, to the extent that its predecessors is now deployed across all locations all over the world. I do think that 5G, in addition to the infrastructure technology, or the refresh of that technology, a lot of what is going to happen around 5G is, in fact, the applications and use cases that's going to take advantage of 5G. If we about what 5G is capable of enabling, it doesn't just address consumer applications. 5G also will address enterprise applications. And that opens up a whole world of innovation, and again, applications, partnerships, and vendors coming together, who can really help the service providers put those pieces together and deliver on those applications. There's already talk about 6G, although it's very limited. So, it's easy for me to say what's coming next after 5G will be 6G, but I think that there's still a lot of activity and a lot of innovation that will happen around 5G for some time to come. >> Yeah, we know that standards and the consortiums always have to be working. I was looking at terabit ethernet on the networking side. So, I wanted to help kind of bring this conversation together. If you have maybe a customer example, love if you could share who it is, but if not, give us a little bit of anonymity around what it is to help highlight this partnership. >> Sure, I think Honore shared the City of Las Vegas as a great example of where we're enabling the Smart Cities use case. We can speak to MetTel, in terms of the capabilities of Dell Technologies to be able to transform their NFV offerings and really help them bring NFV to market at scale. We can speak to at least one tier-one service provider in AMIA that is delivering a full-stack offering, in which we extended the capabilities of our Ericsson partnership that both Dell EMC, as well as VMware have, to build a complete stack offering of Ericsson, VMware, as well as Dell EMC. >> Yeah, and to Ericsson, there's some of the edge computing in there. I've talked to them quite a bit about what they're doing on their edge offering. >> Yeah, so I think we have a number of examples that we also can't share as publicly. But we continue to collaborate. I think we're driving fantastic innovation. The industry is responding extremely favorably across the board, and I think that the strategy that we have jointly to not just develop technology, but really change the way we engage with telecommunications organizations and service providers to work with them well before they're ready to deploy technology, and also, help them scale their own operations and understand this transformation is really key to the success here. Because just having the best technology at this inflection point in the industry is not enough. We really have to partner to help them understand how to operationalize and monetize that infrastructure. >> And we do have a number of innovation projects, with regards to the edge and far edge with some of the top-tier service providers, in particular, in the Americas, where we're working together for edge solutions. I've got to hear what this far-edge is in a future conversation, because I thought I was getting my arms around it, but -- >> I know, it was edge, and now it's edge and far-edge. >> That's for Dell Technologies World 2020. >> That's right. >> Honore, Kevin, thank you both so much for coming on theCUBE. >> My pleasure. >> Thank you. >> Thank you. >> It's a great time. >> You are watching theCUBE's live coverage of Dell Technologies World. There's more to come after this. (upbeat music)
SUMMARY :
Brought to you by Dell Technologies She is the VP, Global Market Development, And we have Kevin Shatzkamer, So Kevin I want to start with you. of telecommunication service providers that we can partner and announce some of the great things in the VMware portfolio over the years. in terms of the first to deliver on a 5G technology, And one example of that is the City of Las Vegas. The technical reality is that the transformation of a different scale, and the management for these kind of the public cloud is how to handle hundreds of thousands between the two groups, in terms of how we deliver value that the better capabilities are when we work together and as you've talked about, there's a lot of challenges, So, I don't know that there's going to be distinct, always have to be working. of Dell Technologies to be able to transform their Yeah, and to Ericsson, there's some but really change the way we engage of the top-tier service providers, in particular, Honore, Kevin, thank you both so much There's more to come after this.
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Bob Ward & Jeff Woolsey, Microsoft | Dell Technologies World 2019
(energetic music) >> Live from Las Vegas. It's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's Ecosystem Partners. >> Welcome back to theCUBE, the ESPN of tech. I'm your host, Rebecca Knight along with my co-host Stu Miniman. We are here live in Las Vegas at Dell Technologies World, the 10th anniversary of theCUBE being here at this conference. We have two guests for this segment. We have Jeff Woolsey, the Principal Program Manager Windows Server/Hybrid Cloud, Microsoft. Welcome, Jeff. >> Thank you very much. >> And Bob Ward, the principal architect at Microsoft. Thank you both so much for coming on theCUBE. >> Thanks, glad to be here. >> It's a pleasure. Honor to be here on the 10th anniversary, by the way. >> Oh is that right? >> Well, it's a big milestone. >> Congratulations. >> Thank you very much. >> I've never been to theCUBE. I didn't even know what it was. >> (laughs) >> Like what is this thing? >> So it is now been a couple of days since Tatiana Dellis stood up on that stage and talked about the partnership. Now that we're sort of a few days past that announcement, what are you hearing? What's the feedback you're getting from customers? Give us some flavor there. >> Well, I've been spending some time in the Microsoft booth and, in fact, I was just chatting with a bunch of the guys that have been talking with a lot of customers as well and we all came to the consensus that everyone's telling us the same thing. They're very excited to be able to use Azure, to be able to use VMware, to be able to use these in the Azure Cloud together. They feel like it's the best of both worlds. I already have my VMware, I'm using my Office 365, I'm interested in doing more and now they're both collocated and I can do everything I need together. >> Yeah it was pretty interesting for me 'cause VMware and Microsoft have had an interesting relationship. I mean, the number one application that always lived on a VM was Microsoft stuff. The operating system standpoint an everything, but especially in the end using computer space Microsoft and VM weren't necessarily on the same page to see both CEOs, also both CUBE alums, up there talking about that really had most of us sit up and take notice. Congratulations on the progress. >> For me, being in a SQL server space, it's a huge popular workload on VMware, as you know and virtualization so everybody's coming up to me saying when can I start running SQL server in this environment? So we're excited to kind of see the possibilities there. >> Customers, they live in a heterogeneous environment. Multicloud has only amplified that. It's like, I want to be able to choose my infrastructure, my Cloud, and my application of choice and know that my vendors are going to rally around me and make this easy to use. >> This is about meeting our customers where they are, giving them the ability to do everything they need to do, and make our customers just super productive. >> Yeah, absolutely. >> So, Jeff, there's some of the new specific give us the update as to the pieces of the puzzle and the various options that Microsoft has in this ecosystem. >> Well, a lot of these things are still coming to light and I would tell people definitely take a look at the blog. The blog really goes in in depth. But key part of this is, for customers that want to use their VMware, you get to provision your resources using, for example, the well known, well easy to use Azure Infrastructure and Azure Portal, but when it's time to actually do your VMs or configure your network, you get to use all of the same tools that you're using. So your vCenter, your vSphere, all of the things that a VMware administrator knows how to do, you continue to use those. So, it feels familiar. You don't feel like there's a massive change going on. And then when you want to hook this up to your Azure resources, we're making that super easy, as well, through integration in the portal. And you're going to see a lot more. I think really this is just the beginning of a long road map together. >> I want to ask you about SQL 19. I know that's your value, so-- >> That's what I do, I'm the SQL guy. >> Yeah, so tell us what's new. >> Well, you know, we launched SQL 19 last year at Ignite with our preview of SQL 19. And it'll be, by the way, it'll be generally available in the second half of this calendar year. We did something really radical with SQL 19. We did something called data virtualization polybase. Imagine as a SQL customer you connecting with SQL and then getting access to Oracle, MongoDB, Hadoop data sources, all sorts of different data in your environment, but you don't move the data. You just connect to SQL Server and get access to everything in your corporate environment now. We realize you're not just going to have SQL Server now in your environment. You're going to have everything. But we think SQL can become like your new data hub to put that together. And then we built something called big data clusters where we just deploy all that for you automatically. We even actually built a Hadoop cluster for you with SQL. It's kind of radical stuff for the normal database people, right? >> Bob, it's fascinating times. We know it used to be like you know I have one database and now when I talk to customers no, I have a dozen databases and my sources of data are everywhere and it's an opportunity of leveraging the data, but boy are there some challenges. How are customers getting their arms around this. >> I mean, it's really difficult. We have a lot of people that are SQL Server customers that realize they have those other data sources in their environment, but they have skills called TSQL, it's a programming language. And they don't want to lose it, they want to learn, like, 10 other languages, but they have to access that data source. Let me give you an example. You got Oracle in a Linux environment as your accounting system and you can't move it to SQL Server. No problem. Just use SQL with your TSQL language to query that data, get the results, and join it with your structured data in SQL Server itself. So that's a radical new thing for us to do and it's all coming in SQL 19. >> And what it helps-- what really helps break down is when you have all of these disparate sources and disparate databases, everything gets siloed. And one of the things I have to remind people is when I talk to people about their data center modernization and very often they'll talk about you know, I've had servers and data that's 20, 30, even, you know, decades old and they talk about it almost like it's like baggage it's luggage. I'm like, no, that's your company, that's your history. That data is all those customer interactions. Wouldn't it be great if you could actually take better advantage of it. With this new version of SQL, you can bring all of these together and then start to leverage things like ML and AI to actually better harvest and data mine that and rather than keeping those in disparate silos that you can't access. >> How ready would you say are your customers to take advantage of AI and ML and all the other-- >> It's interesting you say that because we actually launched the ability to run R and Python with SQL Server even two years ago. And so we've got a whole new class of customers, like data scientists now, that are working together with DBAs to start to put those workloads together with SQL Server so it's actually starting to come a really big deal for a lot of our community. >> Alright, so, Jeff, we had theCUBE at Microsoft Ignite last year, first time we'd done a Microsoft show. As you mentioned, our 10th year here, at what used to be EMC World. It was Interesting for me to dig in. There's so many different stack options, like we heard this week with Dell Technologies. Azure, I understood things a lot from the infrastructure side. I talked to a lot of your partners, talked to me about how many nodes and how many cores and all that stuff. But very clearly at the show, Azure Stack is an extension of Azure and therefore the applications that live on it, how I manage that, I should think Azure first, not infrastructure first. There's other solutions that extend the infrastructure side, things like WSSD I heard a lot about. But give us the update on Azure Stack, always interest in the Cloud, watching where that fits and some of the other adjacent pieces of the portfolio. >> So the Azure Stack is really becoming a rich portfolio now. So we launched with Azure Stack, which is, again, to give you that Cloud consistency. So you can literally write applications that you can run on premises, you can move to the Cloud. And you can do this without any code change. At the same time, a bunch of customers came to us and they said this is really awesome, but we have other environments where we just simply need to run traditional workloads. We want to run traditional VMs and containers and stuff like that. But we really want to make it easy to connect to the Cloud. And so what we have actually launched is Azure Stack HCI. It's been out about a month, month and a half. And, in fact, here at Dell EMC Dell Technology World here, we actually have Azure Stack HCI Solutions that are shipping, that are on the marketplace right now here are the show as well and I was just demoing one to someone who was blown away at just how easy it is with our admin center integration to actually manage the hyper converged cluster and very quickly and easily configure it to Azure so that I can replicate a virtual machine to Azure with one click. So I can back up to Azure in just a couple clicks. I can set up easy network connectivity in all of these things. And best yet, Dell just announced their integration for their servers into admin center here at Dell Technologies World. So there's a lot that we're doing together on premises as well. >> Okay, so if I understand right, is Dell is that one of their, what they call Ready Nodes, or something in the VxFlex family. >> Yes. >> That standpoint. The HCI market is something that when we wrote about it when it was first coming out, it made sense that, really, the operating system and hypervisor companies take a lead in that space. We saw VMware do it aggressively and Microsoft had a number of different offerings, but maybe explain why this offering today versus where we were five years ago with HCI. >> Well, one of the things that we've been seeing, so as people move to the Cloud and they start to modernize their applications and their portfolio, we see two things happen. Generally, there are some apps that people say hey, I'm obviously going to move that stuff to Azure. For example, Exchange. Office 365, Microsoft, you manage my mail for me. But then there are a bunch of apps that people say that are going to stay on Prem. So, for example, in the case of SQL, SQL is actually an example of one I see happening going in both places. Some people want to run SQL up in the Cloud, 'cause they want to take advantage of some of the services there. And then there are people who say I have SQL that is never, ever, ever, ever, ever going to the Cloud because of latency or for governance and compliance. So I want to run that on modern hardware that's super fast. So this new Dell Solutions that have Intel, Optane DC Persistent Memory have lots of cores. >> I'm excited about that stuff, man. >> Oh my gosh, yes. Optane Persistent Memory and lots of cores, lots of fast networking. So it's modern, but it's also secure. Because a lot of servers are still very old, five, seven, ten years old, those don't have things like TPM, Secure Boot, UEFI. And so you're running on a very insecure platform. So we want people to modernize on new hardware with a new OS and platform that's secure and take advantage of the latest and greatest and then make it easy to connect up to Azure for hybrid cloud. >> Persistent Memory's pretty exciting stuff. >> Yes. >> Actually, Dell EMC and Intel just published a paper using SQL Server to take advantage of that technology. SQL can be I/O bound application. You got to have data and storage, right? So now Dell EMC partnered together with SQL 19 to access Persistent Memory, bypass the I/O part of the kernel itself. And I think they achieved something like 170% faster performance versus even a fast NVNMe. It's a great example of just using a new technology, but putting the code in SQL to have that intelligence to figure out how fast can Persistent Memory be for your application. >> I want to ask about the cultural implications of the Dell Microsoft relationship partnership because, you know, these two companies are tech giants and really of the same generation. They're sort of the Gen Xers, in their 30s and 40s, they're not the startups, been around the block. So can you talk a little bit about what it's like to work so closely with Dell and sort of the similarities and maybe the differences. >> Sure. >> Well, first of all, we've been doing it for, like you said, we've been doing this for awhile. So it's not like we're strangers to this. And we've always had very close collaboration in a lot of different ways. Whether it was in the client, whether it's tablets, whether it's devices, whether it's servers, whether it's networking. Now, what we're doing is upping our cloud game. Essentially what we're doing is, we're saying there is an are here in Cloud where we can both work a lot closer together and take advantage of the work that we've done traditionally at the hardware level. Let's take that engineering investment and let's do that in the Cloud together to benefit our mutual customers. >> Well, SQL Server is just a primary application that people like to run on Dell servers. And I've been here for 26 years at Microsoft and I've seen a lot of folks run SQL Server on Dell, but lately I've been talking to Dell, it's not just about running SQL on hardware, it's about solutions. I was even having discussions yesterday about Dell about taking our ML and AI services with SQL and how could Dell even package ready solutions with their offerings using our software stack, but even addition, how would you bring machine learning and SQL and AI together with a whole Dell comp-- So it's not just about talking about the servers anymore as much, even though it's great, it's all about solutions and I'm starting to see that conversation happen a lot lately. >> And it's generally not a server conversation. That's one of the reasons why Azure Stack HCI is important. Because its customers-- customers don't come to me and say Jeff, I want to buy a server. No, I want to buy a solution. I want something that's pre configured, pre validated, pre certified. That's why when I talk about Azure Stack HCI, invariably, I'm going to get the question: Can I build my own? Yes, you can build your own. Do I recommend it? No, I would actually recommend you take a look at our Azure Stack HCI catalog. Like I said, we've got Dell EMC solutions here because not only is the hardware certified for Windows server, but then we go above and beyond, we actually run whole bunch of BurnInTests, a bunch of stress tests. We actually configure, tune, and tune these things for the best possible performance and security so it's ready to go. Dell EMC can ship it to you and you're up and running versus hey, I'm trying to configure make all this thing work and then test it for the next few months. No, you're able to consume Cloud very quickly, connect right up, and, boom, you got hybrid in the house. >> Exactly. >> Jeff and Bob, thank you both so much for coming on theCUBE. It was great to have you. >> Our pleasure. Thanks for having us. Enjoyed it, thank you. >> I'm Rebecca Knight for Stu Miniman. We will have more of theCUBEs live coverage of Dell Technologies World coming up in just a little bit.
SUMMARY :
Brought to you by Dell Technologies We have Jeff Woolsey, the Principal Program Manager Thank you both so much for coming on theCUBE. Honor to be here on the 10th anniversary, by the way. I've never been to theCUBE. what are you hearing? and we all came to the consensus but especially in the end using computer space it's a huge popular workload on VMware, as you know and make this easy to use. and make our customers just super productive. and the various options that Microsoft has Well, a lot of these things are still coming to light I want to ask you about SQL 19. and get access to everything in your and it's an opportunity of leveraging the data, and you can't move it to SQL Server. And one of the things I have to remind people is so it's actually starting to come and some of the other adjacent pieces of the portfolio. a bunch of customers came to us and they said or something in the VxFlex family. and hypervisor companies take a lead in that space. and they start to modernize their applications and then make it easy to connect up to Azure Actually, Dell EMC and Intel just published a paper and really of the same generation. and let's do that in the Cloud together and I'm starting to see that conversation Dell EMC can ship it to you and you're up and running Jeff and Bob, Thanks for having us. of Dell Technologies World
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Shannon Champion, Dell EMC | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's ecosystem partners. >> Hey, welcome back to theCUBE. Lisa Martin with John Furrier coming to you live from Dell Technologies World 2019. This is our third day of coverage from two CUBE sets. What do you call that John? >> CUBE Cannon. >> CUBE Cannon of content. And guess who's back? One of our alumni Shannon Champion. >> Hello. >> Director of Product Marketing Dell EMC, Shannon thank you so much for joining us. >> A pleasure as always. >> Day three you still have a big smile on your face. >> I do do, it has been exhilarating, I'm completely exhausted but I'm thrilled to be here talking with you. >> You don't look exhausted but we're thrilled to have you. >> Thank you. >> So everything started, talking about cannons, Michael came out on Monday morning with all the gang, lots of news, lots of information that we've heard throughout the last three days, people are very excited about this. Excited about the deeper collaboration within the Dell Technologies companies. But something that you guys announced that we want to kind of really break through is Dell Technologies Cloud, VMware Cloud on Dell EMC, can you help me as a non-technologist understand those two differences, consumption model. >> Absolutely yeah, so it's all in a name really, Dell Technologies Cloud is the unification of the strategies between Dell EMC Cloud and VMware Cloud, one unified cloud strategy called Dell Technologies Cloud. Under that there are offers. So there's two categories of offers, one is the Data Center-as-a-Service, the fully managed, on-prem infrastructure where VxRail is the foundation. People know this as Project Dimension announced last year, it now has a formal, VMware Cloud on Dell EMC. So it's an offer underneath the category of Dell Technologies Cloud. >> And the VxRail components, explain VxRail for a minute, I think that's super important, it seems to be everywhere a key part of the architecture. >> It is yeah, so if you are here at the show, you've seen that VxRail is everywhere, it's on stage in lots of demos and it is the core foundation of our Dell Technologies Cloud offers. The collaboration between Dell EMC and VMware to bring VxRail to market kind of showcases the power of what this partnership can do. So it makes sense that this tightly integrated enterprise grade hyper-converged platform is the foundation of these Dell Tech Cloud offers. >> What's some of the use cases that was really driving the project, obviously multiple clouds was a key message here, but what was some of specific use cases you guys were really attacking? >> Sure, so when you look at the Data Center-as-a-Service offer, it's the fully managed capabilities. So customers are going to public cloud for the simplicity, agility, that cloud-like operations. But we started to see customers slowing down the adoption of that to some extent because they needed the security and the control of having infrastructure on premises and that's what we do with Data Center-as-a-Service, basically deliver the benefits of both, in a monthly subscription type model where they have all the infrastructure on premise but they get the benefit of a public cloud-like experience. >> And that's in beta, the announcement in the news was that Project Dimension, now Data Center-as-a-Service, which I love that name by the way, I think it's going to be great. But it's in beta, what does that mean beta? Select customers, preview, what's specific? >> Yeah, it's in beta phase, we have a couple customers that are running it today, so we're looking for customers to help shape the future, help us prioritize, you know, what are the key use cases that they're seeing a need for this technology. So we're looking for a few good companies still, so if anyone's out there interested, hit up our reps. Yeah, it'll be available in the market in the second half of this year, but currently in beta. >> It seems to be great for the edge, shipping a data center is almost like, okay with all this new technology, the bundling's literally nice, you guys did a good job on that. Shipping a data center, it almost was a dream years ago, We'll just ship a data center to the edge. That seems to be the the big use case that people are talking about, the edge of the network's going to have more capabilities, moving data around is not the answer, 'cause of latencies and as Pat Gelsinger would say laws of physics. This is identified as a big sweet spot. Michael Dell commented the edge in the next 10 years is going to be explosive, is that pretty much the core kind of direction? >> Yeah, it's interesting, you know it's called Data Center-as-a-Service and edge is a key use case for Data Center-as-a-Service, but also the core data centers when we are polling our customers they're actually telling us, they have a need for this in both locations, so both are key use cases, the edge obviously for the reasons you pointed out too. >> So talk to us about the customers involvement in the manifestation of Project Dimension. We've been hearing a lot the last three days, you really even felt it on stage from day one. Collaboration, not just within the Dell Technologies companies, we saw Microsoft. But where are the customers in terms of influencing Project Dimension now becoming a reality? >> Sure yeah, I mean this has been a collaboration with customers, but also between Dell EMC and VMware jointly with our joint customers going out to talk to them about the possibility and the promise and the capabilities that are being delivered. So certainly a joint effort from both companies along with our customers to give us feedback in terms of you know, where they see this as a key use case for them. >> Customers just looking for tighter integration, tighter collaboration, what are some of the business imperatives, where your customers are saying, hey guys, this is really the way to go here and here's why. >> Yeah I mean I touched on it a little bit in terms of like, the transparency, the security, the control, the data latency, improvements of having infrastructure on premises whilst still wanting sort of that agility and simplicity of a public cloud-like operating model, and that's essentially what's driving this new category of infrastructure consumption, Data Center-as-a-Service. And we have a whole nother side of Dell Tech Cloud, which is the Dell Technologies Cloud platform and we deliver that through VMware Cloud Foundation on VxRail, so I mentioned VxRail's kind of everywhere, that offer is available today for customers on premises. And with VxRail it's really the only VMware Cloud Foundation infrastructure offering that has full stack integration, we're calling it full stack integration because there is a set of software capabilities for VxRail that tie together what VMware does with the SDDC Manager automation together with the infrastructure management VxRail through RESTful APIs, through software that integrates the two. So for customers, they have a complete seamless all in one management experience with cloud foundation on VxRail. So, we're really excited about that and it's only been shipping for two weeks and already customers are willing to be reference customers for us, talking about the potential, the promise, wanting to work with us on what this could mean for their organizations. >> Was going to ask you about their reactions. >> Give us some feedback on the customer, I'd love to hear what they're saying, obviously demand, what's the main euphoria around it? >> Yeah so, hybrid cloud is part of every customer's strategy and really understanding how they can best get there, what's the simplest and the fastest way for them, has been what they're considering. And if you look at what we're doing with VMware Cloud Foundation on VxRail, we have a fast and simple way and they back by the promise of both Dell EMC and VMware working together to bring these two technologies in a unified way that's a seamless experience. So, you know the power of hyper-converged is to let businesses get out of the, maintaining the infrastructure so they can focus on business outcomes. The same is true for other use cases like hybrid cloud. So that's what customers are excited about there. >> Yeah Pat Gelsinger says "don't look down, look up." Meaning if you can take advantage of the modernizations of hyper-converged which you guys have been doing for a while, the packaging's more consumable and you bolt on the VMware piece. So then you got consistent cloud operations, but then can focus in on the software. This is the dream of software defined data center, this is what people had hoped for, I think two years ago, but it's kind of, come in now this is reality. >> This is reality, for sure. >> So it sounds like, you've got nearly what 5,000 VxRail customers, it's over a billion dollar run rate, are customers looking at VxRail as a foundational component of really accelerating their modernization of their IT and their data center. >> Yeah, that's been the core of what VxRail's delivered since the start, so it's three years old, as you mentioned nearly 5,000 customers to date. It's the fastest growing HCI system, thanks to that strong customer adoption. But really it's been a catalyst for data center modernization to date. And what we're talking about this week is how it's really going beyond an HCI appliance. So it's the foundation for hybrid cloud for the Dell Tech Cloud offers. And we're also offering up additional deployment options, so people think of VxRail as an appliance, but now they can get it as fully integrated rack with or without networking and if they choose Dell EMC Networking, they get the power of SmartFabric Services integration, for hyper-converged networking can be a pain point now it's fully automated, deployment, life cycle management as part of the full stack, so lots of options. >> Talk about the software innovation, 'cause we've been hearing and this has been happening, they've done a software transition, there's more software engineers than hardware engineers these days, you guys have the system software and some analytical software, how does that play in on the HCI side and where's that sit on the VxRail side, is it on the stacks, so where is your software piece? >> Yeah, thanks so there's really great software innovation from the PowerEdge side from the VMWare vSAN side, but we also have additional software innovation, specifically for VxRail that kind of ties those things together and that now includes VMware Cloud Foundations. So there's things like the RESTful APIs that I talked about that enable VMware Cloud Foundation full stack integration, that also have downstream connectors that allow networking automation. But now we're introducing another piece of software innovation that we're calling VxRail ACE. Analytical Consulting Engine, so you know, it's a marketing term, but what does this do, it's intelligent analytics to further simplify operations. We like to call it infrastructure machine learning for VxRail. So we're excited, we have a data lake, it has an analytics engine and historical data of how customers have been using VxRail to date. Now we're able to have enough data to apply machine learning to that and offer up customers insights into how to best optimize their configurations, forecast consumptions, I was just talking with some customers in a session before about how a few years back they would try and project their resource consumption over a five year period and now they can't even look six months ahead. So a tool like this can help them forecast it. At what point in time am I going to need to add more drives or add more nodes based on my current usage rates and that's pretty powerful technology. >> And with the consumption model changing too to the subscription, this gives them more agility on both sides, proactive planning and also understanding kind of what's going on. Not look back six months to a year like, well we should have bought or over-provisioning, the old days right? >> Yeah exactly yeah, that's good a point. >> So what's the future hold, tell us about where this is going to go next. Obviously selling like hot cakes, congratulations. >> Thanks. >> What's next, where's the next innovation coming, what's going on? >> Yeah I mean, like I said, we're seeing VxRail as more than just a catalyst for data center modernization, a lot of customers are going to keep choosing it for that turnkey simplicity. But we're now enabling fast and simple hybrid cloud and as edge use cases start to emerge, VxRail as a hyper-converged infrastructure has a lot of promise there too, so we really see it as a opportunity and a foundation for a wide range of use cases with our customers. >> So a lot of customers as we mentioned. Any favorite stories that really showcase how VxRail as a foundation for hybrid cloud, customer's cloud strategies, how it's really enabling them to unlock the data capital as it's been talking about here as obviously data has so much potential, but if you can't find it and you can't harness the insights. Any customer stories that really in your opinion speak to, this is really unlocking customer's data so that they can make better decisions, identify new revenue streams and ultimately deliver an awesome customer experience. >> Yeah definitely, I mean we have over 25 VxRail customers here at the show telling their stories throughout. It's hard for me to pick a single one. You know what's interesting is when we just had a session, we had two customers there and we asked them what are the business drivers that VxRail is enabling for you? They both, completely different industries, one is an insurance industry and one was a financial services industry, and they both came back to the same premise of I need to deliver IT services faster to my customer base and I can't spend time being in the business of maintaining the infrastructure, I just need automation that enables me to let my teams accelerate the pace of innovation and stay competitive. So, that's the role that it's playing. >> And in any industry, because as we know, every company these days, if they're not technology companies already, they need to be. >> Yeah that's true, yeah we were just talking about IT as a business, how IT leaders really need to work hand in hand with the CEOs, understand the business strategy and then create their own IT strategy. And really drive a culture around a business plan specifically for IT and technology. Which is a really interesting way to think about it. >> I was going to ask you about cultural change, as we all know that's very challenging to do. These two customers that you mentioned did they talk about that at all, like how it's actually enabling cultural change that drives the business forward. >> Yeah they did actually and you know, the core there is that people is harder to change than technology and tools and processes. Some of the tips that they had were really insightful, one of which is, a lot of people fear change. But if you can inspire them to fear obsolescence more than fearing change, then you can motivate them around that, but also creating a vision for them around what their role will be when they're not maintaining infrastructure will also help kind of inspire them to do things differently. So that was pretty cool to hear directly from customers around how their innovating, inspiring their people. >> Competition real quick, obviously HCI's been very competitive, new other vendors are out there, we know who they are, how do you guys fit in versus the competition, obviously the differentiators, the multiple piece parts of Dell Technologies. But where's the real innovation and competitive advantage that you guys are putting out there? >> Yeah, from a VxRail perspective it's easy. There's no deeper integration with VMware. All customers pretty much are VMware customers, a majority of them right? And being jointly engineered with VMware gives us inherent advantages and an experience that customers come to us and tell us, is superior to others that they're able to find, so we always go back to that and we get validation from our customers on that too. >> Okay Shannon as we wrap up here in the last few seconds. What are some the things you're personally going to be taking away as you hop on that red-eye tonight? >> Personally, I think Dell Technologies World is like the culmination of so much hard work of a ton of people, so I'm going to send a ton of thank you notes to all the people that made this happen, but really reflect on how exciting a time it is in technology, in what we're doing in hyper-converged that plays a role in everything that we've heard this week. And just be proud of what we're doing. >> Awesome, you should be proud, well Shannon thank you for joining John and me on theCUBE again this afternoon we appreciate your time. >> Thank you. >> Go get some rest. >> I will. (laughs) >> For John Furrier, I'm Lisa Martin you're watching theCUBE live from Dell Technologies World 2019. Thanks for watching. (upbeat techno music)
SUMMARY :
Brought to you by Dell Technologies Lisa Martin with John Furrier coming to you live One of our alumni Shannon Champion. Shannon thank you so much for joining us. to be here talking with you. we're thrilled to have you. But something that you guys announced that we want to of the strategies between Dell EMC Cloud and VMware Cloud, And the VxRail components, explain VxRail for a minute, in lots of demos and it is the core foundation the adoption of that to some extent because they needed And that's in beta, the announcement in the news in the second half of this year, but currently in beta. that people are talking about, the edge of the network's the edge obviously for the reasons you pointed out too. in the manifestation of Project Dimension. and the promise and the capabilities of the business imperatives, where your customers of like, the transparency, the security, the control, and the fastest way for them, This is the dream of software defined data center, as a foundational component of really accelerating Yeah, that's been the core of what VxRail's delivered of software innovation that we're calling VxRail ACE. the old days right? So what's the future hold, tell us about a lot of customers are going to keep choosing it So a lot of customers as we mentioned. of maintaining the infrastructure, technology companies already, they need to be. to work hand in hand with the CEOs, that drives the business forward. is that people is harder to change than technology that you guys are putting out there? that customers come to us and tell us, going to be taking away as you hop on that red-eye tonight? is like the culmination of so much hard work Awesome, you should be proud, well Shannon thank you I will. Thanks for watching.
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Adam Schmitt, GEI Consultants & Rob Emsley, Dell EMC | Dell Technologies World 2019
>> Live from Las Vegas, it's theCube covering Dell Technologies world 2019 brought to you by Dell Technologies and its ecosystem partners. >> Good afternoon and welcome back to theCube day three of our live coverage of Dell Technologies World 2019, I'm Lisa Martin with my co-host Dave Vellante. Hey, Dave. >> Hey, Lisa, how's it going? >> Good. Day three. >> It's cold here. >> It's cold in here. I agree. But we're going to lighten it up with some really good conversation. We've got Rob Emsley back on thCube, Director of Product Marketing for data protection, Dell EMC, Rob, great to have you back. >> Great to be back. >> We got show and tell you brought Adam Schmitt network architect from customer GEI consultants. Welcome, Adam. >> Thank you-- >> Time to heat it up. >> What a great topic he's out with data protection. >> It's a hot topic. You're right. All right. So before we turn the way up on the seat, Adam, give us an overview of GEI Consultants who you guys are, what you do. >> Sure, GEI consultants is an environmental water resources, structural an engineering firm, we focus on anything and everything under the sun from structural geotechnical, bio chemical, you know, pretty much anything and everything engineering. >> So important stuff. Talk to us about before you were using working with Dell EMC, talk to us about your, your infrastructure, on prem, hybrid, what were you doing in terms of ensuring that that data was protected was accessible, so insights can be extracted from it? >> Absolutely. So GEI has 43 offices East to West Coast, and each of those offices has their own actual infrastructure that we have to protect at each site, ranging anywhere between three to 15 terabytes of size. So we're talking a lot of data and a lot of different geographical locations that I as a network architect had to worry about protecting, and one of the challenges of our older infrastructure, we were running 40 servers, just doing file level backups and restores, and we didn't have the ability to do any offline site backups in any locations. Now, we did have those in our primary data centers, and we were able to cross backup from each location to another when necessary, but it was, again, only a file level backup, it wasn't an actual full image, and we didn't have a full cloud picture yet that we could expand on going forward. >> So not a really robust data disaster recovery strategy in the event that you had to get something like that. >> It took several times and there are examples that I could give you office lost hardware in their actual infrastructure and we had to do a restore by restoring the files out an off site location, putting it on a USB hard drive and shipping it to that location, and then having to rebuild the infrastructure from the ground up and copy the data over not a timely manner of free storage. >> Or inexpensive. >> Robin, in the old days, you'd have an admin in the remote office, they load in a tape and it did recycle the tape every day, you know, you'd have it for a week, and then you'd reuse the same tape over and over again. That was the architecture, state of the art back then. >> Yeah, you probably remember something for those ads, there was a picture of a slightly undesirable individual and says, would you like this person to be your backup admin, which I thought was a little bit strange. But now I think things have moved on a little bit. >> What's the architecture look like today? >> Well, you know, one of the things in architecture is a very key word, because we have a belief in a saying that architecture matters, and when you have a distributed network, where you have lots of edge locations, and you have the requirement to protect them, and bring them back to the edge, the architecture that you deploy, really does make a difference. You know, there's a famous Star Trek line, I've heard it a few times this week that you cannot change the laws of Physics, and the amount of data that you move from the edge to the core, you want to make it as small as possible because if you don't, the amount of time that it takes to get data protected from the edge, especially you have lots of edges becomes a real constraint. So that was something which you know, GEI was able to take advantage of. >> So can you do that at speed? Doesn't that change the laws of Physics anyway? We don't go there, okay, so I wonder if you could share with us kind of how you came to this spot? What was life like before? Did you look at any other vendors, you know, paint the picture for us. >> So working with the Dell EMC technical team, as well as the DPS sales team, we were able to come up with a different strategy going forward. But it wasn't after a lot of trial and error when doing proof of concepts with other companies that, you know, made promises that they could do the backups that we needed off site at different locations geographically, but when it came down to it, we were going to have to fork up a lot of money for infrastructure being installed at every single location, whereas Dell EMC, I don't have to deploy any or any hardware, all I had to deploy was a virtual appliance at each location and we were successful in backing up remotely, we tried various technologies that claim that they could do it, and they didn't work successfully. So after a lot of trial and error, roughly, in total about a year's worth of trying, we finally got Dell EMCs technical team and the DPS came on board and we sat down in front of a whiteboard in Boston, Massachusetts, and said, this is what we're trying to paint as a picture, help me paint this as a full blown architecture and make this happen in this design fashion, and luckily, the Dell EMC team was so experienced and has so many different strategies that they can focus on, they were able to take every little thing that we needed, mark every checkbox and deliver a package with DPS for our solution in our own architecture that answered all of my questions instantly. >> You said virtual appliance it's got to run on something. So what is that actually? It's like serverless, right? >> So we have a physical infrastructure at every location, I deployed a virtual CentOS box, that's proxy that talks back to my data domain and communicates the CVT data changes back for backup. So it's not doing a full consecutive backup. That leaves a lot of headroom left over on your actual production server, so that it's not pegged while staff are using it. So I can kick off backups during the day, it takes a snapshot, and then the data gets backed up without anybody knowing. >> So this is really important as you said, Rob, you can't change the law of Physics. I imagine you got a straw and you got to put all this data through. It's like, it's like when you backup your iPhone for the first time it takes forever now. So you're talking about, you know, changed, just checking the changed data, and putting it through that straw, even though it's maybe a little bigger than a straw, so each day, it's just a smaller amount of data, okay, but what happens on a restore? >> On a restore same instance. So we'll restore that file, if we're doing the file level restore to the data domain, and then copy it wherever we need to on the network. Or if we're doing a full image based backup, we can restore that either to the cloud disaster recovery into AWS or Azure, or we can restore it to the actual data domain and Vmotion it wherever we need to after that point. >> So let's talk about business impact Sounds like there was a lot of trial and error, as you explained, really needing to work with a strategic partner who said all right, I get what you're trying to do, obviously, not easy, but you've been able to implement that. So how is GEI's business positively benefiting from this data protection strategy that you've implemented? >> Well, not just on a financial perspective, because we've eliminated the need for a completely separate off site data center, we have everything running in a cloud environment for CDR, so that we can restore instantly anytime that we need to, so we no longer needed to spend the footprint on another network architect on another infrastructure on all the different things that rely on another infrastructure at a separate location, so on top of financial savings for the company, I mean, we saved a huge amount of money, they're on infrastructure, that's only for disaster recovery, it's not doing anything, whereas we can just spend money on object storage in AWS, and use that as our cloud disaster recovery strategy. When you need it, you pay for it for your instances but otherwise, you're just paying for object storage, it's a lot cheaper than ever having to run a full separate data center. >> Specifically what is Dell's role in that equation in terms of the value chain? >> The data domain, we also got CDR, which allows us to use an appliance on premise to talk to an instance server in AWS or Azure, and it after its normal backup period, the backup completes and then shoots all the data that changed up to AWS in an S3 Bucket, and your data stored there and in a VMDK chunk data, that after need for restore can be turned into an AMI for AWS available, and then online whenever you need it. >> So this is very key, you know, on Tuesday, cloud was a big topic, hybrid cloud reality for the majority of customers and Adam and GEI the leverage of AWS is a great example of what many of our clients are looking to do from their investment in the public cloud. Certainly no GEI today is using AWS as a alternative to having to purchase a secondary disaster recovery site, or having to sign up with a managed service provider that's providing like a co-location service for disaster recovery, so using the public cloud and using the software capabilities around cloud disaster recovery, gives them a tremendous opportunity to save themselves a lot of money and do it very efficiently. >> It's like though friends don't let friends build data centers just for DR. Yeah, if you're going to build it for something that gives you a competitive advantage, okay. >> But it's interesting with some of the plans that Adam's got for the future, you know, you want to share some of those as far as what you're thinking about for the next few years. >> So future plans for GEI is definitely more cloud growth and minimizing the footprint that we have on premise, making it so that we don't have to have infrastructure at every location, consolidation of all of our data, obviously, going forward, GEI is going to continue growing with data, with videos that were modeling for different damn inspections, levy inspections, we're collecting a lot of data. But the problem is having that data geographically everywhere makes it challenging for future admins, including myself to continue to restore and backup and keep everybody happy. It's a really challenging task to continue supporting. So going forward with consolidating all that data into a central location, i.e. multi cloud environments, or Dell EMC cloud that was announced this week, we have the option for leveraging multi cloud instances, and being able to keep all of our instances alive in the cloud, rather than on premise. >> So you said put it on one location you talking physically or is it some kind of logical mapping that you're doing? >> There'll be logical mapping with some type of caching technology at the off site so that it's ready and available-- >> So a mapping that allows you to recover really fast if you need to, what about as part of that future in the roadmap, analytics on that of backup data? >> So the analytics on in terms of how much backups are going on on a nightly basis-- >> So specifically, are you using that corporate for any other reason? Well, let's see, might be looking at anomalous behavior, doing stuff with with air gaps, and you know, investigating that other DevOps activities. >> It's interesting that you say that because we were talking about a Data Domain having an air gap last night, at an event and the air gap method, making sure that your data domain is protected, it puts it in a right only mode, so that nobody can get into your data domain and actually do any damage to your data. Because you're right, you're backing out. There are anomalies that happen. If those anomalies happen to get into your infrastructure into your data backups, you could technically get ransomware or you know, locked out of your own data. Whereas Data Domain does support air gap technology, allowing you to lock down the system and require two admins before any changes are made to it. So definitely going-- >> Read only, read only. >> I think I heard that. But it's it's a good question with respect to data reuse is that, you know, the use case that Adam is currently using is to use AWS as a disaster recovery location, but the ability to spin up his data within AWS, yes, for the purpose of insurance, being able to access those production copies within AWS. But why not be able to use those for other purposes, such as interrogation of the data that was in them? That's all things that really start to evolve the conversation from what do you do for data protection to what do you do for data management? >> Yeah, so let's use some of the tool chains in live in AWS, say for example, apply some machine intelligence and machine learning and see what we find there, maybe anticipate anomalies or find some things that we didn't know. >> Absolutely, especially when users are dumping large amounts of data, we had an instance where before we started to actually seeing large data dumps when our data started to grow in the first place, we were inspecting levees and models in Colorado, and we had three engineers fill up an entire server of 4k videos, and our nightly backup all of a sudden said, Hey, you just got a huge amount of data change in an instant. Were you expecting this kind of change? If not, you should probably start knocking on someone's door, so we were able to use that analysis really quickly. >> So looking at day three of Dell Technologies World lots of announcements, Robbie, you kind of talked about some of those, you know, cloud enabled data protection becoming a big focus for you guys, I'm curious, Adam, to get your thoughts on some of the announcements. You mentioned the VMware on Dell, a cloud on Dell EMC, what are some things that really kind of piqued your interest as, hey, we're going to have more and more data coming, we've got lots of edge devices, they talked yesterday about the edges coming what did you hear that you thought, awesome, this is really going to be integral part of our strategy going forward? >> Definitely, so one thing that was mentioned was Power Protect, and that has everybody's interest right now. Because having the ability of basically an Avamar system with all flash or a Data Domain with all flash gives you obvious IO advantages in the future, that's probably going to be my next hot topic that I'm very vigorously researching everything out to see if in a couple of years or sooner that's going to fit into GEI's infrastructure and give us more benefits going forward. >> What's your biggest data protection challenge in 2019? >> Our biggest challenge up front was definitely moving from one backup strategy to a new backup strategy and that's from file level backups, only to image based backups, that was one of the biggest challenges, because anytime you lift a backup infrastructure out of production, and put a new one in, you're starting from zero, you can't really start from where you left off, you had to get all of that data, and geographically 43 offices doesn't seem like a lot, but when you're collecting data at all of those locations, that was a challenge, getting everything worked out and getting everything backed up in the first place. >> So you're knocking down that problem. If you're in a private meeting with Rob and his engineering team is there, what's the one thing that he could do to make your life easier? >> One thing he could do to make my life easier-- >> Drop prices-- >> Oh, sorry, then I have nothing else to say. (both laugh) >> Sounds like you-- >> Really, is that what you were going to say? >> So if we could enhance the performance of DD Boost, DD Boost already does a lot of performance benefits for what we do, DD Boost, in essence of what your network performance is, if there was a way of tweaking that on new servers, when you implement it, for example, we acquire companies every now and then we're implementing their strategies for their backups, and we have to start new backups, if there was a better methodology of seeding rather than having to go out physically plug in a hard drive and an NFL storage, make a clone of it and transfer it back. If there was a different method of seeding that technology or those backups, that would make things a little bit easier. >> Get on that. >> I mean, nobody can ever have enough performance and then, as Adam said, the big part of the Power Protect announcement yesterday was, you know, the introduction of, you know, the industry's first all-flash purpose built backup appliance with integrated software capabilities, and an all flash, I think, over the coming years is going to get is going to become a definite option for secondary storage workloads, not only for the straight performance of backup and restore speeds, but also for this huge opportunity around data reuse, and I think that you'll start to see more flash appearing in the data center, not just for production systems, but also for secondary workloads and where you're storing copies of production. >> At the end of the day, it sounds like you're probably quite the hero to all those folks that need making sure they have access to that data because that's what is, as we say, it's Michael Dell said it's inexhaustible, it's gold, that's what drives the business forward, that's what allows you to identify new products and new revenue streams. So we'll say congratulations on being an enabler of the business so far, we appreciate you guys sharing what GEI is doing and Rob, we appreciate your insights as well. We thank you for spending some time with us on theCube. >> Thank you very much. >> Oh, our pleasure. For Dave Vellante, I'm Lisa Martin. You're watching theCube live, Dell Technologies World 2019 day three of theCubes coverage continues in just a moment. (upbeat music)
SUMMARY :
brought to you by Dell Technologies Good afternoon and welcome back to theCube Dell EMC, Rob, great to have you back. We got show and tell you brought Adam Schmitt who you guys are, what you do. you know, pretty much anything and everything engineering. Talk to us about before you were using actual infrastructure that we have to protect at each site, in the event that you had to get something like that. that I could give you office lost hardware every day, you know, you'd have it for a week, and says, would you like this person So that was something which you know, So can you do that at speed? and the DPS came on board and we sat down So what is that actually? that talks back to my data domain and communicates It's like, it's like when you backup your iPhone into AWS or Azure, or we can restore it to trial and error, as you explained, in a cloud environment for CDR, so that we can restore for AWS available, and then online whenever you need it. and Adam and GEI the leverage of AWS is a great example that gives you a competitive advantage, okay. that Adam's got for the future, you know, and minimizing the footprint that we have on premise, So specifically, are you using that corporate It's interesting that you say that to what do you do for data management? that we didn't know. to grow in the first place, we were inspecting levees what did you hear that you thought, awesome, and that has everybody's interest right now. start from where you left off, you had to get to make your life easier? Oh, sorry, then I have nothing else to say. and we have to start new backups, was, you know, the introduction of, you know, of the business so far, we appreciate you guys in just a moment.
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Jason Mundy, Dell EMC | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE, covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's eco system partners. >> Welcome back to Las Vegas, the land of Dell Technologies World 2019, I am Lisa Martin with John Furrier. we're here with about 15,000 of Dell Technologies customers not including, and partners, about 5,000 partners. We're welcoming back one of our CUBE alumni, Jason Mundy, Senior Director, Dell Technologies consulting, from Dell EMC. Jason, welcome back to theCUBE. >> Yeah, it's great to be back, thank you for having me. >> So, lots of news the last couple of days, here we are almost at the end of day two, but you know in Vegas, it's like a time warp, I feel like we just walked in this morning. So, everything talking about cloud, hybrid cloud, we have to have this hybrid cloud strategy. One of the things Jeff Clark talked about this morning and is the five imperatives, is that, not only do customers need to build powerful and modern infrastructures so they can harness the power of AI machine workloads for this tremendous and new amount of data that's being generated, but they've got to have hybrid cloud strategy for multi-cloud. But to customers, we talk to all the time, these terms multi-cloud is challenging to do. It's a fact of a by product of many things, right? M and A for example, different acquisitions. What are some of the consulting services and recommendations that you guys in consulting are offering to customers with, how do we manage successfully in this multi-cloud world? >> Yeah, certainly, so, the Dell Technologies cloud and the VMware cloud on Dell EMC was incredibly exciting news for us, you know, all the Dell Technologies, but also, hopefully our customers, I would think so, that's probably the biggest news that came out of here. And you know, the old adage, I hate to sound so cliche, but we talk about IT being about people, process, and technology, the technology is the easy part. It really is true, especially when it comes to services, and with Dell Technologies cloud, we just made that technology component so much easier for our customers to be able to consume that infrastructure and get up and running. But, the reality is, is to get to a true cloud operating model, there is a number of considerations, right? So first of all, we actually do need to have a strategy and a roadmap to be able to get there. And many customers already have that, many customers are you know, somewhat along the way, but many customers need our help, right? They need somebody to help guide them to that, and so we work with many customers to help them develop the actual strategy, we can build out a roadmap. And one of the most important things too, is building out a business case, right? Looking at what are the benefits to the business and the cost associated with it, because it is a significant investment and they're going to their executive teams, or the board of directors to look for that funding. So we help many customers do that, if they require it. Couple other factors too are, the applications and the workloads, 'cause of course, it really is all about your workloads and your applications. And then the actual operating model itself, where the people and the process are the hardest part, especially the people alright, because that involves change and we don't like change. And so, we do a lot of work to really help our customers, we'll meet them anywhere along the way in terms of where they are, along their strategy or where they might need help. >> What's the biggest percentage of customers mix of orientation or posture? Early adopters, you know, bleeding edge to, in the middle of their journey to just starting, how do you guys see the patterns shaping out, you know, one's that are, you know, doing R and D they're cloud native, they're transforming kind of bleeding edge and then you know, ones that are maybe run out of gas or maybe needs to change the tires a little bit or you know, someone leaves they need some help along the way, and then the early, people just starting to look at it, what percentage mix to you see? >> I think probably the majority of customers are smack dab in the middle. We deal mostly with you know, legacy types of customers. Not the digital natives, right? Who are starting from fresh and building cloud native applications. But legacy types of customers that are really trying to get there, and many of them have you know, certain parts of their IT operating in the cloud, they have multiple public clouds, they might have a private cloud, but very, actually, very few are probably in a true multi-cloud environment, because that involves you know, the inter connectivity, right, of all those different clouds, and then, as I said, the hard part is really building out that cloud operating model. And that requires a fundamental shift in how they organize, how they skill the different processes that they build. >> Jason, what does that mean to a customer when you say, cloud operating model? Do their eyes, you know, pop out of their head? Are they excited? What are they, how do they react to that? 'Cause they have all this existing IT, and maybe they have some shadow IT, they got some Amazon doing some stuff with analytics, who knows, but they kind of are here and they've got to get to there. When you say operating model, what does that mean? Common operating model? Coding? App development? What is that, how do you define the cloud operating model? >> Yeah so, it really involves everything. So customers will have their traditional IT organizations. Built around technology silos, they're really more focused on the technology and project basis, right? Executing IT projects behind the scenes to try to meet the needs of the business. A lot of our customers, most of them obviously are using VMware, so they're starting to get a flavor for what a cloud operating model is, but what is really means is, is to really shift the thinking of IT to be more of a product focused and service oriented organization, that is acting like a product management team where you are providing your product to the business which is IT as a service, and so you have to have different kinds of roles, right? It's less about the technology. That is still obviously important, but you need to have roles like relationship managers to work with the business. You need to have portfolio managers, you need to have folks who are managing capacity and developing those services. Very much like in a product organization that is creating a physical product and selling it to the market. >> So these roles, people, you talked about it, that why we talk about this all the time, people don't like change, change is hard, but it's essential, right? Cultural transformation is a driver of all the other transformations. So when your talking with customers, give us like these enterprise organizations that have been around for awhile like you mentioned and you've got all these different silos of data and people with different perspectives. Something like the news yesterday, Dell Technologies cloud, what has been the perception from some of those customers, in terms of, how is this really going to make things easy for us? I know there were some beta customers, what can you share with us about how maybe, Dell Technologies cloud or even the M word cloud on Dell EMC is going to help those fragmented organizations, even bring the cultures together to leverage that technology to drive that digital transformation? >> Yeah, certainly, so we've been working with customers for awhile, whether it's building out private clouds or building out hybrid clouds, you know, the technology part keeps getting easier, so I think they view this new development, this new platform as a way to really simplify the deployment implementation provisioning of the technology piece so they can focus on that harder part, and that's where they come to us and they'll look for help for, how do I need to design my organization? What types of new processes do I need to setup? And therefore, what kinds of roles and skills do I need to support that while I'm maintaining my legacy environment, my current environment, and I need to move my existing IT people over into that new model. So I think we can sort of eliminate some of the complexities with the technology significantly with this, and really focus on those harder elements. >> I've got to ask you a question, I was talking to Michael Dell and Pat Gelsinger on the other set, and one of the other things that Pat Gelsinger said that I thought was interesting was, when asked about his success at VMware, where those, these transition years was, he said, he turned headwinds into tailwinds. You know, flipped down the relationship with the cloud goes, to Amazon now they're in Azhur, Michael kind of talks about the same kind of thing, where you know, there's new thing coming to bare here at Dell Technology World this year. That's kind of simplifying whether it's partner execution or helping customers have that, I won't say single painted glass, but single cloud of glass if you will, with Dell cloud. This end to end operating model really is a strategic comparative and advantage for Dell. So, I got to ask you, what are you guys looking at, that when you look at the this show and say, okay, some things have been announced, how does that directly impact the consulting team, because I've can imagine that you're job is going to be accelerated with some of these new things. What are some of the highlights here at the show that you see as really going to pop for you and the consulting group? Because, you know, when you got data centers of service, that's in beta, but still, that's interesting, right? That's turnkey and you've got to VX rail and everything, I mean, seems to be like almost the bundling setup for you guys, what's your take on all this? >> Exactly, so I think, it makes things not only easier for our customers, it makes things easier for us in the sense that we can focus less on the technology integration piece and get to that harder part, the operating model. Helping the customers, you know, figure out what applications and workloads they need to move over and help them with that migration, and it's accelerating the need of customers to move to the cloud. A lot of the research that we saw presented this week demonstrated you know, the sense of urgency where customers, they want to move now, it's no longer, yeah we want to get there, we got to plan, we'll get there eventually. It's like, we need to do it now, how can you help us? So, we can then move to that harder part, so we will see increased demand, we will see increased need for our services and capabilities. >> You know, in the tech world, within Silicon Valley, you hear this term, the glue layer, which is tech terms for you've got to build software to kind of glue things together. This component goes with that components. Proxy servers, all kinds of weird stuff. And the integration message we are hearing here at Dell Technologies, is actually eliminating all this custom glue layer software, where you guys are now integrating it more fine tuned if you will, within the products. But yet they are still separate, you've got secure works, you can get RSA, you can get some things over here. You've got multiple puzzle pieces together there, with integration, how is that going to impact you guys? And of that integration strategy, which one do you think is going to be the most popular with customers? >> Well, there is certainly the need to integrate additional technologies in the customer's environment. They're going to have you know, CMDB's, you know, there's other technologies, you know, beyond Dell that we will help them integrate with if they need that. And then certainly, we'll work with our strategically aligned businesses with RSA's, secure works, parting with VMware to integrate those other technologies. So I think the again, it's about you know, it's sort of, it's like, it's the hierarchy of the level of value of work, the value we can provide back to the customer, so we sort of eliminate some of that you know, base line work, and we're focusing on that more value add. >> The VMware piece is nice to, you've got to like that VMware action there. >> Absolutely, so that's certainly a huge opportunity for us. >> So helping customers make these strategic decisions about their cloud, multi-cloud strategy, we think about the data that is, we hear lots of analogies, data is the new oil. Data is gold, Michael, I think yesterday said, data is inexhaustible, I always kind of think of it as a catalyst in a reaction that you can use multiple times at the same time, I mean it's one of those, it's capital for organizations. So when you're talking with customers that say, alright Jason, help us to understand, based on our types of data, where we should put it so we can get fast access to it, to glean those insights to be able to stay competitive. To identify a new revenue streams, new product streams. What are some of the consulting practices that you guys deliver to help them really look at the data as assets that really can drive business outcomes. >> Yeah, so we actually have some strong capabilities in the data analytics space. So, many of our customers, they understand this. They understand data capital. They understand that the value that they have, from their customer data to all of their product data, and they want to be able to unlock that. They want to be able to monetize it. So, we can help them understand, what data do you have? How do you make sense of it? How do you organize it? Let's build an analytics platform where you can start to look at use cases and build out a strategy to take advantage of those use cases and then start to capitalize on it, right? So we can help them with some of the data engineering. We can help them with some of the data science. We can help them build and implement the actual analytics platforms to take advantage of it. Of course, all built on our hybrid multi-cloud platforms. >> So you are a marketing guy, you must have some really killer customer examples that articulate that value beautifully. Share some of those with us. >> Well specific names, I'll put aside, but we've helped some customers with incredible fraud detection, right? We had one customer that was actually a power company and they had a number of people stealing power off the grid, but they couldn't really pinpoint it. It was a incredibly manual process, we actually helped them build the analytics platform, where they could look at and pinpoint where power was being stolen off the grid. And then they were able to predict where that was going to start happening, and they were able to crack down on it. And significantly reduce the incidents of that happening, and stop it. The savings were tremendous back to the business. >> What's your impression of the show this year? Thoughts on reaction to the news, the announcements. What's the most important story being told here? >> I think, you know, the evolution of the product lines you know, which we start today, some of the new product announcements is exciting, but I think we've really done a great job of connecting that back to the integration of all the technology across Dell Technologies, right? With the unified workspace announcement yesterday, and the Dell Technologies cloud, I think that is really, finally demonstrating, not finally, but really demonstrating in a concrete way, bringing to bare all the power of Dell Technologies, and when we start to put it together, you know, the incredible solutions that we were providing our customers. So we've gotten a lot of, we've seen a lot of buzz, with our customers in the services booth. We've had customers come over and ask us, you know, how do we take advantage of the cloud? Or can I understand, you know, even more about unified workspace and how it can help us? >> It could be a boom for you business? Some more build outs? >> Absolutely. >> More and more work to do. >> Absolutely, it's really going to, it's accelerating customer's demand for those solutions and of course, they're always going to need some level of services to go with that. >> We've heard that spirit of collaboration and integration throughout the last couple of days. Jason we thank you so much for joining us on theCUBE again. Talking about what you guys are doing in consulting and helping customers to really make the right strategic decisions to move their business forward, thank you so much for joining John and me. >> Thank you so much for having me, really enjoyed it. >> Our pleasure, for John Furrier, I am Lisa Martin, you're watching theCUBE live, wrapping up close our second day of two sets of CUBE coverage. As John says, it's a CUBE cannon of content, coming at you. From Las Vegas, we thank you for watching. (outro music)
SUMMARY :
Brought to you by Dell Technologies Welcome back to Las Vegas, the land of that you guys in consulting are offering to customers with, or the board of directors to look for that funding. to get there, and many of them have you know, and they've got to get to there. You need to have portfolio managers, you need to have folks for awhile like you mentioned and you've got all or building out hybrid clouds, you know, the technology part I've got to ask you a question, I was talking to Helping the customers, you know, figure out And of that integration strategy, which one do you think They're going to have you know, CMDB's, you know, that VMware action there. What are some of the consulting practices that you guys So we can help them with some of the data engineering. So you are a marketing guy, you must have some And significantly reduce the incidents of that happening, Thoughts on reaction to the news, the announcements. I think, you know, the evolution of the product lines and of course, they're always going to need Jason we thank you so much for joining us on theCUBE again. From Las Vegas, we thank you for watching.
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Andy Anglin, Halliburton Landmark | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE! Cover Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Welcome back to theCUBE! Lisa Martin, day three of Dell Technologies World coverage on theCube. Two sets, lots of CUBE coverage, we're excited to welcome to theCUBE for the first time Andy Anglin, the Director of Cloud Strategies at Halliburton Landmark. Andy, thanks for joining me on theCUBE this afternoon. >> Oh, you're welcome. Thanks for having me. >> So Halliburton, everybody knows the Halliburton name. In fact, Halliburton's celebrating their 100th year anniversary this year. >> That's right, it's a big year. >> It is a big year. Halliburton Landmark, talk to us about what that is. >> So Halliburton is obviously an upstream oil and gas services provider. Landmark is the business unit within Halliburton that provides petrotechnical software solutions to our customers. >> Okay, so customers all across the country, all across the world. >> All across the world. We work with NOCs, with work with independents, we work with the majors, we work with everybody. >> Okay, so, here we are at Dell Technologies World. How is Halliburton Landmark working with Dell Technologies? We're talking about digital transformation of your business, enabling your customers. >> So we're helping our customers through their digital transformation and one of the things that we're helping them do is move their petrotechnical workloads to the cloud. So we're leading the way right now in providing petrotechnical solutions in the cloud. We do that both on public cloud and on private cloud. And for our private cloud solution, which we call Landmark Earth, we've been partnering with Dell EMC for about four years now on building that solution. >> And this is a co-engineered solution. >> That's correct. >> Talk to us about that. What does that entail? >> So what we did was we worked with the Dell EMC engineers. Originally it was the VxBlock technology, but we've since moved it to the VxRail technology. We took that technology and we built the solution, built an appliance and took our blueprint, put that on top of that and then had the two groups work together to co-engineer that, to bring optimal performance and reliability. We're then able to deploy that anywhere in the world. So initially, most of the customers that were interested in it were the customers that were in locations where you couldn't find any public cloud. But now, because of the performance and the reliability that it's able to deliver, we have customers even in places like North America, where most people were originally looking to go to public cloud, now they're looking for the solution. >> So this sounds like it's giving you quite the competitive advantage. >> Absolutely, yeah. We were a little bit ahead of the competition in putting the solution together. We're looking to push to the cloud quickly. >> That's a good place to be, is ahead of the competition. You talked about kind of the speed, reliability, performance. What are some of the other really key values, business values, that your customers are gleaning from this solution already? >> So, couple things. One of things that we can deliver is faster time to value. So a lot of our customers have tried to go do something on their own, and generally speaking, they've met with a lot of challenges trying to do that. They try to build something themselves. It takes a long time. Ultimately it doesn't really work, and so what we can give them is a proven solution that we can stand up very quickly and deliver value to them very fast. The second thing that I would say is that we can significantly lower their total cost of ownership. >> That's always good. >> So our petrotechnical workloads are a little bit unique from some other industries. They're very heavily dependent on GPUs. So our customers are used to having these really massive, powerful workstations, with heavy duty GPUs in them. And in order to manage that type of environment, not only do you have the upfront cost of buying all these workstations, but you now have to go and manage all these workstations individually with these petrotechnical solutions that you've deployed on them, by leveraging a hyper converged infrastructure like we have with the VxRail. With the Landmark Earth appliance, we can provide all of that in a single hyper converged environment, so now you can manage it in one place. So the total cost of ownership, for ongoing operations, is drastically reduced. We also see performance increases that are pretty significant, like we mentioned before, because one of the major things that we do is we load massive amounts of data. And when you're in a client/server environment, that mass of data is coming from a database that's somewhere else. But when you're in a hyper converged environment, your compute and your data are sitting right next to each other, so we can significantly reduce the time to load that data. >> So, how much of this is sort of a cultural shift for the upstream oil and gas industry? >> Absolutely. So oil and gas industry has historically kind of lagged a little bit behind in terms of keeping up with the latest technology. The oil and gas downturn that we went through in the last couple years has really been an impetus to drive that technology transformation, and so a lot of customers are looking for digital transformation strategies in general. And as part of that, this is something that a lot of them are looking into. A lot of the customers that we go talk to are still using that legacy client/server environment, then this is something new to them. And, you know, they don't expect that they would be able to take something and virtualize it somewhere else and get better performance than what they're used to seeing on the front end. >> How is it also, I've mentioned a few minutes ago, this is Halliburton's 100th year. >> Yep. >> Partnership with Dell EMC. How is what you're doing with them and with the Landmark Earth appliance, how is that changing Halliburton's business as well, and even from a cultural perspective? >> So one of the things that's changed in our business model and how we do this, is that we actually leverage the same environment internally. So as our R&D teams are building the solutions, they actually will build and test them on the same type of appliance, which means that when we go deploy it to a customer, the customer's actually deploying the solution on the same environment that it was tested on in the first place. >> That must give them a lot of confidence. >> It does. >> That you've done this. You've established high performance, the results that they have to get. >> Absolutely, yeah. Because a lot of times, when you download software and install it somewhere, a lot of the typical problems that you may run into may just be from nuances or differences in the environment that you're deploying to. So by deploying in the exact same environment that it was built and tested in, it gives you a level of confidence that it's going to perform. >> So, speaking of confidence, how has your confidence changed over the last three days? Lot of announcements from Dell Technologies. We heard, even on the first day, Michael and Pat and Jeff and Satya Nadella from Microsoft. A lot of collaboration, a lot of integration as well >> Absolutely. >> Give me your perspectives on that and how you think it will influence the direction that you guys are going in. >> Quite honestly, I'm really excited to see where things are going. I mentioned before, we deliver solutions but in the public cloud and in the private cloud. And so one of the challenges that we face is being able to manage these workloads across these different types of environments, and a lot of the announcements that they've made have been about they can simplify that process and make it where I can manage workloads, and even move workloads, across different cloud platforms, without having to go build that capability myself. So I'm kind of excited to see where this is all going. >> What are some of the things personally that you're going to be taking away from this? >> Personally, for me, I'm going to go back and have some of my technical folks talk a little bit more about what we can do with the Dell Technologies Cloud and the VMware Cloud solutions that have been announced. >> And also with the announcement to VxRail, looking at it really as a foundational component of the Dell Technologies Cloud, which was just announced a couple of days ago, how does that potentially impact the appliance that you've built, leveraging that technology? >> So I think what it does, is it gives us the opportunity to integrate that into our broader solution around, with the different cloud platforms. Since we already leverage the VxRail technology today, we already leveraged the VMware software stack on top of that, but now what we can do is we can layer on another management layer on top of that, that would allow us to look at that across multiple cloud platforms, and that's pretty exciting. >> And then in terms of market opportunities, how does this open the door even wider for you? As we talked about, you've got a lot of customers, you've been around for a long time, it's a well-established industry, who are still using a lot of legacy practices. What you've heard this week, how do you think that kind of kicks the door open for Halliburton Landmark? >> That's actually a great question. I mentioned before that, initially, most of the customers that were interested in the private cloud solution were in places where we didn't have public cloud And now, we're seeing more customers, even where there are public cloud capabilities, coming back to the private cloud because of either data privacy concerns or performance concerns or whatever, which we can deliver. But if we can actually manage this across multiple cloud platforms, then that enables you to create a hybrid cloud approach, where you could have some workloads in the private cloud and some workloads not in the private cloud, and could span out to public cloud for different things. So, for example, if you have workloads that are temporary in nature, so you don't have something that's permanent. You want something that you can send it out to public cloud and, you know, run a large scenario, some type of simulation on it, get some results back, and bring that back, but then use your private cloud environment to actually visualize the results of that. So, it creates some really cool opportunities. >> And the conversations around emerging technologies, AI machine learning, where are your customers, in the upstream oil and gas industry, where are they, with respect to embracing, acknowledging that there's a lot of potential there, I mean, the power of the cloud to harness the power of AI. Where are they with some of those emerging technologies? Is it still pretty early? >> It's something that everybody is looking into right now, right? So everybody is looking into how can these various digital transformation technologies be leveraged within the oil and gas industry. And there's a lot of opportunity, there's a lot of places where you can plug it in. For example, there's a lot of physics-based modeling that happens in the petrotechnical workflows, but using AI, now you can start doing some AI-based workflows in places where you need a faster solution, such as at the edge. So at the edge, where you might need some kind of a result quickly, and you don't have time to wait 'cause you have to make a decision at the well, you can now do that with artificial intelligence, and you can couple the two together. >> And speaking of edge, one of the things that Jeff Clarke said yesterday, and I have to say this in a Game of Thrones accent, the edge is comin'. But a lot of people have said to us the last couple of days the edge is already here. In the oil and gas industry, there's so much remote, where are customers in terms of embracing what Dell Technologies are saying, it's edge, core, cloud. >> So, the edge is absolutely here, the edge is real, and everybody has varying levels of sophistication at the edge today, and that's another place where there's a lot of effort going on to understand what's the best value for what we can do. So there are places where you need a solution that may not be as expensive, because of the existing investment that you have. There are places where you may be willing to go out and completely overhaul everything, put something new in. There's also greenfield opportunities, where you're building it from scratch and you have opportunities to put things in place. So everybody's looking into the best way to leverage that right now, and that's something that we're working with our customers on. >> So it's already here, it's not coming. Last question, Andy, for you. How does being a partner with Dell Technologies, how is that enabling your business? How do they help you deliver the solutions that you need to to impact your industry? >> So we've worked very closely together from the very beginning, from initially co-engineering the solution. You know, Dell would bring resources out, we would work together to optimize the solution to make it work. But even the sales motions, I mean, we worked together on marketing efforts, we worked together on our sales efforts. We have global teams that work together, we have regional teams that work together, and we bring all those groups together for every opportunity to make the best of it and provide a solution that works best for the customer. >> Sounds like a pretty collaborative relationship. >> It has been. >> Andy, thank you you so much for joining us on theCUBE today and telling us what you're doing at Halliburton Landmark. Pretty cool stuff. >> You're welcome. Thanks for having me. >> Oh, our pleasure. I'm Lisa Martin. You're watching theCUBE live from Dell Technologies World 2019. Thanks for watching. (synthetic rhythmic music)
SUMMARY :
Brought to you by Dell Technologies for the first time Andy Anglin, Thanks for having me. So Halliburton, everybody knows the Halliburton name. Halliburton Landmark, talk to us about what that is. Landmark is the business unit within Halliburton Okay, so customers all across the country, All across the world. here we are at Dell Technologies World. and one of the things that we're helping them do Talk to us about that. So initially, most of the customers So this sounds like it's giving you in putting the solution together. What are some of the other really key values, that we can stand up very quickly because one of the major things that we do A lot of the customers that we go talk to How is it also, how is that changing Halliburton's business as well, So one of the things that's changed the results that they have to get. a lot of the typical problems that you may run into We heard, even on the first day, and how you think it will influence the direction and a lot of the announcements that they've made and the VMware Cloud solutions that have been announced. is we can layer on another management layer on top of that, how do you think that kind of kicks the door open most of the customers that were interested I mean, the power of the cloud to harness the power of AI. So at the edge, where you might need some kind And speaking of edge, one of the things because of the existing investment that you have. how is that enabling your business? from the very beginning, and telling us what you're doing at Halliburton Landmark. Thanks for having me. Thanks for watching.
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Beth Phalen & Sharad Rastogi, Dell EMC | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Hello. Welcome back to the Cube. At least a market with Dave Alonso. We are at Del Technologies World. This is our third day of coverage. As John has been saying, This is a cannon double cannon of Q content. We are pleased to welcome back a couple of alumni to keep. We've got Beth failing Presidents data Protection division from Italians. It's great to have you back. And Sherrod Rastogi also welcome back S VP of data protection product management Guys, Lots of news. The last three days, fifteen thousand or so people. Lot of partners. We've been hearing nothing but tremendous amount of positivity and also appreciation from your customers and partners for all of this collaboration within the Della Technologies company with partners. Some of the news, though, that you were on the keynote stage give us some anecdotes that you've heard from customers and partners the last few days about where Del Technologies is going. >> Yeah, I'm happy too. And you know, a big announcements this week. We're a power protect software and the power protect extra hundred appliance. And what we're hearing from customers is this is exactly what we needed to do because the demands on data protection are changing with more more. Brooke look being distributed with data being more more important and with the risks being more more prevalent that they were looking for us to take a bold step and introduce this next generation software to find platform. And so the feedback you're getting is you've done what you needed to do, and they're looking forward to learning more. >> So I wonder if we could sort of explore a little bit this concept of data management. So data management lead needs different things to different people. Sure, if your database person maybe maybe different from a person who's doing data protection, what does it mean in a data protection context? I think >> first of all, you know, having visibility off your data all across your infrastructure that resides in the edge. The court a cloud across multiple applications in physical virtual environments, right? So having full facility that I think is one component second is not the ability to move the data across seamlessly across any socially target but it is on track in the cloud. Robert Cloud. I think that sort of a second element, the third and probably the most important is how do you actually get value from the data, right? Already, Actually, not only unable to protect it, but make it available at the right time, right place for the right application and be able to use it because, as you know, data is the fuel of the modern visual economy. On making it available is really, really critical. And that to me. So you're combining all of that is what I would consider it at management to be. >> So double click on that. I mean, could you be more specific about the attributes of, you know, a modern data management system? So I >> would say, you know, any modern technology may be modular FBI driven, you know, it really sort of the automate scale performance coverage. All those attributes, I think are very important for any more than data protection product and be able to meet the needs of our customers. You know, high scale hi coverage and rapidly, >> and that gives you a cloud like experience presumably allows you to scale out many a performance. I've seen some of the conversations that start associating with that or scale in place Bath. You talked about that? Yeah, Well, yeah. I want to explore a little bit about your business because you know who knew? Who would have predicted a few years ago? The data protection would always because all of a sudden become this hot space veces diving in hundreds and hundreds of millions of dollars being spent. And of course, you're the biggest player. So everybody wants a piece of your hide. And so and you got a portfolio. It goes back up llegado days. They have amar stuff data, domaine et cetera, et cetera. She had a sort of make sure that that was logical for your customers. Protect those customers that have made investment of you, but also shoma roadmap. Jeff Clark comes in, says, Okay, we're going to simplify, you know, marching orders. Your business in a very rapid time has transformed. Can you talk about that? What's what's taking place in your business? >> Absolutely, David, it's so interesting even comparing last year to this year, right? We're at this pivot point where we're building on the legacy of Trust and I T and knowledge and experience that we have. But we're now setting the foundation to be number one and data protection and data management for the next ten years. Introducing this new set of products were able to bring a customer's forward. We call it the path to power. So in addition to that, bring new customers into the family. We're looking for all those aspects of modern day to management, with simplicity, with multi cloud, with automation and with the new use cases where it's more than just back up. It's CCD are its analytics. It's testing toe. It's validation. So this is whole spectrum of things that we can expand into now that we have this new platform. It's really exciting. >> It is exciting. And yesterday the under Armour video was very cool, and one of the things that they set in there is that there they're leveraging data for brand reputation. I mean, they've got under Armour has incredible brand ambassadors Tom Brady, Steph Curry. But looking at it as not just a business ever. But this is actually tied to our brand reputation, did. It is so incredibly pivotal to the lifeblood of a business. It has to be protected. >> Yeah, and that's a big theme. And you probably something too. But, you know, in this day and time data is no longer something that maybe people in I'd worry about write It is now the lifeblood of most of our customers, corporations and at the same time list, like the threat of malware are very prevalent. And so things like what we've done with cyber recovery always were working with our customers to protect their data. In a survey we just did. With twenty two hundred I t professionals, twenty eight percent of them had had some data loss in the last twelve months. So the risk of data loss is real. And we take our responsibility very seriously to help our customers protect from that risk. >> So I like this message to any source. Any target, any s l a. I would I would had any workload and because on so talk about you're differentiation in the marketplace, that would be great, because it's hard sometimes, you know, squint through all the marketing. And so what makes you guys different specifically thinking >> about Delhi emcee Indiana production historically has its strength in dealing with complex work clothes at high scale, with high performance on having a wide coverage of work has been a strength and actually had very low cost, very efficient, right? So that string we sort of carry on into the future. And what we're adding on is I would say that the next degree off simplification and ease off ease off, install, upgrade use. Making those work was very, very simple, right? So I think that's another dimension. We are God. We're adding our dimension, what we call multi dimensional scale, which is both scale up and scale out the same time when you actually add more notes and more cubes, you are not only capacity, but he also improved performance, right? That's it, architecturally, a fundamentally different way in Harvey approach it. So I think that's an element of innovation, and I think on performance we're introducing our first all flash off Lions industry first, So we're super excited about that. And so I think it just helped our customers in terms of restore interactions store Do those work was a lot faster. Those are some other elements in which we continue innovating. >> That's great. Yeah, so you talk about the power protect X four hundred, which is your flesh. John Rose said something on stage. Beth, I want to ask you, Teo, sort of add some color. Hey, said this is not just secondary storage. It's protected. Managed infrastructure, >> huh? That's great face. >> What? What did he mean by that? And what should we take away? >> I mean, it shows how we're broadening the use cases that these products can help satisfy. And so much of what we're talking about Del Technologies is a simplified infrastructure across the board, not thinking about just point products, but giving the customer that experience of a seamless extendable infrastructure. So protected managed infrastructure means that your infrastructure, something you have, can confidence it's protected and that you also are not just dealing with all of these pieces and parts. But I can think of it has a managed whole. I think that that helps out and talk to John about that. But that's what I take away from what he's saying. >> If I can just add to that, I would say Like, you know, data management is sort of the perfect glue across the whole del technology infrastructure, but a server storage bm We're, you know, eighty, you know, infrastructure pivotal, right? Data management data productions are off, cuts across everything, and we can bring everything together. So >> I would like to add something to that if I make it. You know Beth on sure Art as well. Data protection Backup was always OK. We gotta back it up. Who's gonna? Okay, Bump bolted on. And what's happening is the lines are blurring. Primary storage, secondary storage. You're seeing back up in the e r. Use cases. You talked about analytics and, you know, so many new emerging. That's why it is so exciting. And so because those lines are blurring, you get more value out of the system. It goes beyond just insurance. And that means this could be a lot of money being made here >> if there is. And it is also a really important need, write one thing that we haven't touched on. But I also think it's really important is with our protect we're helping combine self service with centralized governance. So what I mean by that is, if you're a V a madman or Oracle Adnan or a sequel admin, you know, you could have control over protecting your data, but we pair that with a single, you know, governance model. So if I'm the person is responsible for my company's entire, you know, data set, I can still make sure that everything's happening is it should be. And there are no anomalies, so we're really making it as easy as possible, for the business is within our customers to protect and manage their data but not making it the Wild West. Because somebody in the end is accountable for saying I know where all the data is, and I know it's protected, so it's having both of those users. >> So as data protection has really elevated, the stay was saying to become its way beyond an insurance policy. This is absolutely table stakes because data has so much value and so much value that organisations haven't even been able to extract it right, how the conversation within the customer base changed. It's not just to the admin girl or guy anymore. Rightness is Are you saying this really leveled up Tio? Maybe a senior level C level challenge as our business imperative that the state of must be protected and readily accessible at any time. Who are you talking to? >> So answer quickly that I lied to you when we're talking to the eye to decision makers. So seo no, that level data protection strategy has become something that they have in their priority list, right? It's not really in any way what it was maybe five or ten years ago. Now it's something that there's cord of what they hold as their responsibilities, executives and and that's great. It's great to have those kind of conversations because it's strategic. >> Another conversation. Just an example from yesterday, while speaking with one of the chief architects at a major company, they're really talking about cyber security on How do you use Extend? You know what we offer into a full solution across their technology. Do address, you know, doesn't use case right. So I think it's expanding beyond just back up and protection to true protection off the data. Very most mission critical data is available and not just protected. They also want to talk about how can you recover that real quickly in very quick time, so that your operation, when you do have that cyber, if and when you have that attack So I think it's just expanding toe touch. A lot more customers, I would say Our people buying, buying decision makers across >> so that when I talk to people in division I sense a renewed energy. A renewed focus. I mean, GMC before Del. Tell'Em Steve always been really good. Taking engineering resource is to getting products out to the market. But But I I see again more focused effort here and one of the exam to keep pushing on. Is this notion of cloud model so beyond? Just okay, there's a target. How do we now get to that? You know, data protection is a service small. I know that you're working toward that. I know it's, you know, a lot of it's It's early days there, but you've got to be a leader in that, I presume. So. I want to keep watching that pushing that I won if you guys could comment on what coming >> on, both things that you said. First of all, there's absolutely a level of excitement and focus and confidence in what we're doing in the product groups. I'm really changing the way we're developing software so that we have a new customer value coming out every quarter. And they were having clarity between the top level strategies. White downs, what individual engineers are working on. So that's fun and excited because we're truly transforming the way we're developing Product says point one. And the second one, absolutely here, that theme throughout all of what we're talking about. You heard a nun day one, No, giving people that cloud that experience infrastructure has a service which certainly includes data management and data protection so they can consume it in a way that fit step business that scales with business That's automated, that doesn't require, you know, massive manual steps and is more what people expect today was a cloud like experience, even for them on from data centers. Clearly, that's where we're moving. And this one more point is you know, people really want automation they don't wanna have to think about. Did I remember to protect everything? They want the system to do that for them. So you'LL see more of that from us as well. You know how we helping them with machine learning? An A I an automation so they can have confidence that all of the assets are protected even if they haven't remember to do it all. >> I mean, I just add to it. I've bean at Delhi emcee for about a year. >> It >> has been a fantastic journey waiting. It's exciting. It's been awesome. Awesome experience. I totally see the >> focus. And I think that renewed focus the cloud like a model and the innovation. They all go hand in hand because the old waterfall model of okay, we're gonna develop properties shipment every year, eighteen months. Whatever it is that doesn't fly anymore. People want innovations, and now they want to push code every day. Right? So our baby, every quarter at least. >> Yeah. Yeah. Facing new energy to the engineers as well. >> So I mean, I understand that many of your team, if not your entire engineering team, has been trained in agile. Is that my getting it right? Is that right? >> Yeah, yeah, >> not just not just like internal train. You guys brought in outside people and really took him through some formal training. Right >> way have in multiple different kinds of training. And we have lots of communications inside to get people coaching. And it's not just a process book that we're following its really a different way of thinking about how you bring customer value in small increments, staying in a good known stay and making sure that we're maximizing our engineering capacity. >> That's big. And I wish we had more time cause that's cultural train. Yeah, yeah, that you guys are really driving. And we also didn't have time to touch on partners, but it can imagine there's a lot of excitement and your huge partner community about what you guys are doing This. Congratulations on all the announcement is gonna have to have you back because there's just so much more to dig into. But back Sherrod, Thank you for joining David me this afternoon on the you go. >> Thank you so much >> for our pleasure. For Dave Volonte and Lisa Martin. You're watching the Cube live from Day three of Del Technologies, World twenty nineteen on the Cube. Thanks for watching
SUMMARY :
World twenty nineteen, brought to you by Del Technologies It's great to have you back. And you know, a big announcements this week. So data management lead needs different things to different people. first of all, you know, having visibility off your data all across your infrastructure I mean, could you be more specific about the attributes of, would say, you know, any modern technology may be modular FBI driven, And so and you got a portfolio. So in addition to that, bring new customers into the family. It is so incredibly pivotal to the lifeblood And so things like what we've done with cyber And so what makes you guys different specifically thinking And what we're adding on is I would say that the next Yeah, so you talk about the power protect X four hundred, which is your flesh. That's great face. can confidence it's protected and that you also are not just dealing with all of these pieces and parts. If I can just add to that, I would say Like, you know, data management is sort of the perfect glue across the whole You talked about analytics and, you know, so many new emerging. but we pair that with a single, you know, governance model. So as data protection has really elevated, the stay was saying to become its way beyond an insurance policy. So answer quickly that I lied to you when we're talking to the eye to decision makers. you know, doesn't use case right. I know it's, you know, a lot of it's It's early days And this one more point is you know, people really want automation I mean, I just add to it. I totally see the And I think that renewed focus the cloud like a model and So I mean, I understand that many of your team, if not your entire engineering team, You guys brought in outside people and really And it's not just a process book that we're following its Congratulations on all the announcement is gonna have to have for our pleasure.
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Lewie Newcomb, Dell EMC | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies. And it's ecosystem partners. >> Welcome back to theCUBE's live coverage of Dell Technologies World here at the Sands Expo in Las Vegas. I'm your host Rebecca Knight along with my co-host Stu Miniman, we are joined by Lewie Newcomb he is the Vice President, Server Storage and HCI Engineering Dell EMC. Thank you so much for coming on theCUBE >> Thank you. >> For the first time ever. >> For the first time, I'm excited. Very excited about it. >> Yes well we're happy to have you. So we're talking VxFlex and we have not talked a lot about VxFlex on the show, I now you had a segment earlier. Tell us about your news today. >> Okay, well the big news for the show this week is we've launched an appliance. So traditionally we do a rack level product with VxFlex. So we've launched an appliance, so basically, think half-rack without networking. And then we did some updates to our software that we can talk about. And we also still, and we've added some more platforms. So we added the 840 PowerEdge server. So all of our products are on PowerEdge servers. And the 840 with 4-socket, we now have a great platform for SAP HANA. >> So Lewie let's take it back a sec, because VxFlex, there are some new products, but a main piece of this, this was a rebranding of some of the other pieces in the CI and HCI family. So maybe those people that have a little history, if you can help put this into context as to which brands are gone and under this umbrella. >> Yeah, so I'll just start with the new brands. VxFlex is the brand, VxFlex Ready Nodes, VxFlex Appliance is the new product, VxFlex Integrated Rack. VxFlex OS and VxFlex Manager. So a lot of parts there. >> Simplicity. >> Okay. (laughs) >> The naming is very simple and it's easier to talk about. I think a big improvement over our previous brands. And then, I'll go into some of the details. So, I talked about the Appliance, think about new consumption model, little bit smaller chunk there. But we also updated the software, the OS, so the VxFlex OS we added compression in this release, it's VxFlex 3.0 is the revision, it's shipping today. We added compression and we changed the data layout so we actually have higher performance and small granularity and snapshots. So some storage features were added. We also have many new certifications. So I mentioned the SAP HANA, we also have Epic, both VDI and the database. We also have SAS Analytics has a great white paper talking about our product and the benefits of our product. And we're really a performant product. If you think about, it's a pure software SAN And we can also do HCI, we can also combine the software SAN with the HCI we call that two-layers, the way we refer to the software SAN. >> Alright, so this week there's a lot of discussion about VxRail, so maybe use that a touch point for people to understand. VxRail, joint integration between VMware and Dell. VMware Hypervisor, give us a little compare and contrast as to some of those pieces. >> Great question, the VxRail as you said, it's our, integrated in an entire VMware stack. And some great announcements, I love ACE, if you seen the ACE announcement. So the Flex though is a product that's out there because not all customers are in a VMware environment. We also support bare metal. >> Or even if they use VMware they're not 100% VMware. >> Not 100%, and many of our customers actually have both. For high performance databases they might pick Flex. For more general purpose VDI and things they might pick the Rail and so customers as we talk to 'em, they different needs and we have different products for those, so we give them that choice. >> Well, let's actually walk us through a little bit about the VxFlex customer and sort of, so this customer what are their needs and why is VxFlex the choice? >> And you've been doing software defined for a long time so I always see it this way, you start out with a customer that's transforming their business, they want to get into software defined, they want to prepare themselves for the future. Well that's where we start, we're software defined. And the next thing we look at is, do they need performance? Do need they need some one millisecond latency across you know, 50 nodes, 1000 nodes, we can do that. We're very high performance, so that's why I mentioned the databases. And the other things is, we just talked about is that choice they may not want to use just vSphere, they might want to use other hypervisors, so we support those hypervisors. And then the real interesting thing is that two-layer, because as you know with HCI we combine the application and the stored services all on one node. So in our product we can actually separate those, so you can scale storage and compute separately. And it's still all in one storage pool. So it's a very flexible product that fits that kind of customer's needs. >> Okay, simplicity is really one of the key words that we've heard in this whole trend there. It's interesting having had discussion from CI all the way through HCI, some of the software that allows me to manage it, really makes invisible some of those choices. You just said, well HCI was, I can have some choices between the computing storage, but usually they did go in blocks together versus scaling them separately. Can you talk a little bit about the management suite and what that means from a customer administrator and the infrastructure team as to how they look at this spectrum of offerings. >> Sure, so we have the VxFlex Manager, I mentioned that in the beginning, so that manager is starting to automate that management orchestration. So from deployment to serviceability to provisioning, we launched several new features in that, in this current release 3.2 release. So it, more granularity round the service of the drives and things like that. We'll continue to evolve that. You mentioned that you're hearing that, every customer I talked to this week, number one thing we talk about is more automation, more ease of use, so as they're going into software defined, they're all asking for the same thing and we're going to support that with the VxFlex Manager. >> Alright, great so talk a little bit about the application, you talk about high performance environment, one of the things we've been looking in this space especially is, what are some of the new areas, things like containerization, Kubernetes, is this platform that the customer builds ready for that environment and how do we span from kind of what I have and where I'm going. >> Yeah, so we just launched our Kubernetes plugin, the CSI plugin, so we have some customers already testing that beta and because we have bare metal, we can also support that in that native environment, So most customers they are still using that in a virtualization environment. But they're preparing for the future, they're looking at different options, so it gives them that flexibility if they want to go bare metal. >> So you're 15 years at Dell and you've really spent your career in storage and we're talking about the big customer... Customer list of what they want, they want ease of use, they want simplicity, they want speed. >> They want performance. >> They want performance, so what are the kinds of things that you're thinking about for the next year's? >> Yeah well next year, we're still building out some of the storage services. So later in the year we'll add some new storage services, like we just added compression, so our launch this week was compression and we'll add more and more storage services more data protection, more replication. We'll continue in that path, and more and more management. The management is going to be a key area focus for us. >> Right, can you take us inside some of those customer conversations, good excitement, 15,000 people here. I'm sure you've talked to a lot of customers, what are some of the key concerns that are raising to them and what's the feedback you're getting? >> A lot of the customers the reason they want automation is they want to manage their full environment, 'cause remember at the rack level we've integrated the switching. So they want a predictable outcome and when they have drift, when they want to do security updates, that's most of our conversations, they want us to do more and more automation around that. Compliance against the product itself and then when a security patch comes in. And by the way I'll mention the two-layer, another great advantage of two-layer, a lot of times, these security patches come in only on the compute side. So we can do a security patch on the compute side without disrupting the storage pool, so it's a big advantage so that's 90% of the conversations we're having. >> Yeah, maybe touch on one of the big concerns, you talk about, I want that cloud operating model. When I'm running in any of the public clouds, I don't have to think about what version I'm running. The old days of, oh I had to manage it to in the VCE days, it was the compatibility matrix and then the RCM documentation, how are we doing towards getting to that simple push button, you know I take care of it, securities patches come I don't have to worry about scrambling I've got that taken care of. >> That's nirvana, that's our north star. We're working on that and we're using the Flex Manager as that platform and more and more we're taking those requirements in the Flex Manager and we'll be rolling it out. Our goal is to have that one click upgrade right? That one button, our goal is to be able to do compliance and quick updates, and it's a journey. And it's the most complex part as you know, you mentioned, some older products, it's the most complex part of the solution, is keeping that compliance and that performance where you need it. >> So how do you manage that? I mean as you said it's a huge challenge that your company's facing and yet also all your clients are facing too. >> Well luckily we have a lot smart people. (laughs) and we have great customers. The nice thing you know, Dell's direct, the interaction we've had with customers this week, I mean they're designing with us, they're telling us what they need. And we're not a large large scale business in relative to a server business and using computing. So we have relationships with almost all of our customers. And we go and show them our roadmaps, we go get feedback from them, they help us define what they need and we follow our customers. >> Well it's really interesting, because we know that Dell's turning 35 very soon and middle age is the time where you start to get a little more set in your ways, a little older, a little creakier, but what you're describing is this real collaborative relationship with your customers and not sort of this my way or the highway kind of thing. >> I feel I work in a startup, we're agile, we're listening to our customers, we're doing the right things. We're not focused all just on our business, we're focused on our customer outcomes. We made a big ship this year on my product line of talking about the databases and the certifications and we're really trying to help our customers through those decisions without them having to make all those decisions themselves. >> Yeah, what about the consumption model, some of the other product lines we're talking to are going to manage their services as well as moving towards that OPEX model. How's that fit into the VxFlex? >> Yeah, we're not there yet, of course we're going to lead with our Dell Technologies portfolio, We have some great products in that portfolio. But we'll get there over time. Today, you saw the announcements on day one with VMware, Dell EMC and the cloud platforms. We'll continue to build infrastructure, we'll continue to stay in our lane, where we do really really well and the customers love us. But We'll eventually get to different consumption models. >> So tell us a little bit about this show for you. This is not your first rodeo here at Dell Technologies World. >> And I hope and you're seeing this, this feel like we're one big company now right? We've been three years in the making. And coming to Dell Tech this year, I feel like we're one. And Michael's key note was, the first customer I talked to, you know, everything Michael said, resonated so well with me and so it really feels that way. And just the vibe back there and in the solution expo, it's just, you know at level 10. >> Well right, so we're passed the Dell EMC integration point, but the big thing we've been talking about this week is, you know those seven logos up on the banner behind you there are acting like one. So VxRail designed together, sold together. Can you talk a little bit about where do some of the other pieces of the portfolio fit into place. >> Pivotal Cloud Foundry right? Almost all of us are parting with Pivotal Cloud Foundry and building that stack and offering that service to our customer, you know Secureworks RSA, we all need security right? We're all working there too. And even now, so I work in the PowerEdge team, you know, storage product, so we're working, we're taking PowerEdge and putting it everywhere. So all of our data protection products, RSA, our storage products, we're working PowerEdge everywhere and leveraging that. And the beauty about that is you saw the VxRail ACE announcement right? That's a platform, that's a analytics platform that now we can build on and designing PowerEdge. We can put requirements into PowerEdge to make that a much richer telemetry box and really start getting some analytics in that solve some problems, predictive analysis and things like that. So yeah, it's been fun, I've been on the tip of the spear of this, you know, coming from the storage side, and I'm starting to see it really really come together this year, here at this show. >> Alright, so want to give you the final word, VxFlex I know people, if they went through the expo hall they could see it, touch it and the like. For those that didn't make it to the show, what do you want the key takeaway for VxFlex? >> So we're pure software defined, we're very high performance, we're ideal for your databases, we're ideal for scale, we can scale up to 1000 nodes or higher. And we have many many customers doing that. We have running in the show this week, a database running at six nodes over a million IOPS, sub one millisecond latency. So... >> A good note to end on, (laughs) powerful. >> Bang yeah. (laughs) >> Lewie thank you so much for coming on theCUBE. >> Thank you, appreciate it, it's been fun. >> I'm Rebecca Knight, for Stu Miniman, we will have so much more of day three of theCUBE's live coverage of Dell Technologies World coming up in just a little bit. (techno music)
SUMMARY :
Brought to you by Dell Technologies. at the Sands Expo in Las Vegas. For the first time, I'm excited. about VxFlex on the show, I now you had a segment earlier. And the 840 with 4-socket, we now have a great platform in the CI and HCI family. VxFlex is the brand, So I mentioned the SAP HANA, we also have Epic, Alright, so this week there's a lot of discussion Great question, the VxRail as you said, the Rail and so customers as we talk to 'em, And the other things is, we just talked about is that choice and the infrastructure team as to how they look at So it, more granularity round the service of the drives the application, you talk about high performance the CSI plugin, so we have some customers already the big customer... So later in the year we'll add some new storage services, Right, can you take us inside some of those A lot of the customers the reason they want automation and then the RCM documentation, how are we doing towards And it's the most complex part as you know, you mentioned, So how do you manage that? So we have relationships with almost all of our customers. Well it's really interesting, because we know that Dell's of talking about the databases and the certifications some of the other product lines we're talking to We have some great products in that portfolio. So tell us a little bit about this show for you. And just the vibe back there and in the solution expo, but the big thing we've been talking about this week And the beauty about that is you saw Alright, so want to give you the final word, We have running in the show this week, (laughs) we will have so much more of day three
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Steve Nolen, CenturyLink | Dell Technologies World 2019
live from Las Vegas it's the cube covering Dell technologies world 2019 to you by Dell technologies and its ecosystem partners welcome back everyone to the cubes live coverage of Dell technologies world 2019 here in Las Vegas at the sands Expo I'm your host Rebecca night along with my co-host do minimun we are joined by Steve Nolan he is the lead product manager private cloud at CenturyLink thank you so much for coming and direct from st. Louis Missouri thank you thanks for having me today so let's start by having you tell our viewers a little bit about CenturyLink ok centrelink is a very large carrier international with our recent acquisition of level 3 we have a little over 500,000 fiber optic miles belong to us we're wired into over a hundred thousand buildings globally across approximately 60 countries connected into over 300 data centers so that's kind of our telecom network story I actually work within a division of essentially that handles managed hosting products it's through an acquisition they did a number of years ago called a company called sabes where we now have about 20 years a little over 20 years and managed hosting services to customers in the business and there's been a lot of news this week at Dell technologies world and you your CenturyLink had a big announcement just this morning yes we just released a press release on a two-prong option we've been working on for about six months now it's for a private cloud product that I manage that I released actually a year and a half ago we just added it now Dell options for that product based on the Dell PowerEdge six are 640 server and that of course we did that to be able to expand options and choices for our customers to UM open up the opportunities to those situations where we weren't able to get into before so we're very excited about it so it's it's new it's it's exciting it's of course a great great platform very very amazing technology so Steve that the term private cloud you know is it's almost about 15 years old now but there were many years that we didn't all agree as to what private cloud should be you know I run article recently about hybrid cloud and you know even hybrid cloud was basically like oh I had private cloud and public cloud and a bunch of pieces and I put them together and like well the hybrid multi-cloud stories were hearing this mean many of their shows very different we're trying to get our heart around this so you know I'm familiar with Savas you know I've seen century like many times at vmworld so bring us inside that private cloud it tell us a little bit about you know what you've been seeing in the environment some of those key use cases to what customers are doing and and how this is different than you know the virtualized environments of the past certainly so so what we've been seeing happen in the industry and and it's some and you go back a number of years a few years well to the cloud and you have six people what does cloud me and you get six definitions right but what we've seen is that there's this huge move towards public cloud over the last number years the hyper cloud all-day activity we see plenty of it and there's been challenges associated that you don't find out day one you find out over time certain things that were challenged to work with and in a public cloud type of scenario customers at you know what I still want to hold on to some infrastructure and what we're seeing now also do what private cloud is it is a an infrastructure there's a hum percent dedicated to one client and a story all of that infrastructure belongs to one one one company one entity it is not shared nothing is shared that is true private cloud and so that's what what I manage for our company is our private cloud products we're and we've we have one that's been with us not for about 15 years it's on VMware we're a large VMware shop where a hundred percent VMware today we've been working with VMware for I think a total 15 years a little over 15 years and the various types of products and solutions and platforms we work with them for a year and a half to be able to create our new private cloud product that is a hyper conversion infrastructure software fine networking based on VMware's VMware cloud foundation software suite right so that's where the movements are and and what's happening with this now a we want to go into kind of what's happening in the industry in the world is the way that you built infrastructure historically right as you build your compute your network your storage and your security those are the four minimum columns of which technology you need for a solution and then you connect it all together it's some by four different groups for different subject matter expert groups and and it can be very time-consuming to piece all that together now we roll into this hyper-converged world and you just give me a stack of servers that have some cpu some RAM some disks and I layer on some very well designed and architected software like some VMware Cloud Foundation and I define everything from one interface through software it makes of the ability for enterprise customers to be able to move a much faster or making change to the environment I can spin up a firewall in minutes a several a balancer a router that's very powerful compared to how it was done in the past so Steve one of the years expertise I know CenturyLink has is on the networking side of it's something we've heard Dell talking about their networking and how that's expanding the HCI market today and as well as if you talk about that hybrid or multi cloud environment networking is a critical component things like an ST when put into so can you help you know where does that those those pieces fit into your environment where we see that that going and is these are it's a common theme and that we've been talking through a little over a year now and this this topic of milliseconds matter is the edge and so that's where it's really evolving to and that's what we're working towards as well so so one of the things we're doing with our products is moving in our products out to them the data centers many more data centers what we've done in the past and then taking that a step further we go to edge computing because of our telecom expertise and experience and our thousands of points of presence we can put those systems into a pop if you would we can put those systems of course on customer Prem getting the response times down to just a few milliseconds which is critical to business's response times delivery companies or various comers where that that's important to the middle of stiffens milliseconds matters because it saves them money because they're very able to be more responsive to their customers that's exactly what I want to drill into a little bit you say milliseconds matter which is which is absolutely true and you're talking about how customers feel this need to move so much faster and we know about the breakneck speed of technological change can you give us a real business impact I mean as you said this this really is game-changing for so many companies can you just give us an example of a customer you're working with and how this really the ROI on the stuff yeah okay so we're working with some shipping companies who of course they've got the little responders when they delivered the package they have hundreds maybe as many as a few thousand locations they want to be able to put that data right neck in those locations so that the response on that package gets that information faster they they get closure on that they are able to bill faster they're able to move on to the next item faster provide the information to their customers faster those are the real live examples that we're seeing with the Middlesex and spanner type of scenario we actually did a demo of this at vmworld last year we just give an example where and we did a test of going across the internet and then going across a dedicated circuit and we painted us one page one screen and it took a second going across the internet and it took a half a second to go across the dedicated circuit and so it's like will you take that one page and it's the thousands of pages that one of your employees goes through in a day and then multiply it by your thousands of ploys that's not where we're adding up to cost savings more efficiencies of your employees when they can get that information faster all right so one of the important areas here is that is the management piece so we can understand your partnering deeply with VMware is it primarily the V realized suite for from management tooling anything what's what's special about the CenturyLink offering so relative to my product offering is in the private cloud we actually have because here's the situation customers don't just have one cloud we all know the true story is it's it's not about public or private it's about both it's not about one cloud or one other cloud is about many and so we actually through an acquisition we had done we created a product called cloud application manager it's a multi cloud management product that is designed today to support from one interface I can have a W us as your Google my private cloud product we call the centrally private cloud on VMware cloud foundation our public cloud product all from one interface I can manage my workloads I can monitor the oasis we will manage a monitor those OS as an application for the customer Larrin will be call our managed services anywhere a methodology - for customers that want that management to provide that for them right so it's it's really about it being able to take all those different environments in that hybrid IT solution the vast majority of enterprise folks either have one or are stuck with right and be able to trim it down to singular interfaces to be able to support them how closely are you working with customers on the actual implementation onboarding of these new technologies and making sure that employees are also really onboard with these things so well first of all when we work through solutions with our customers we don't just say here pick this from a menu and so we sit down and design for them so so we're very specific in how we've designed our products to where we actually allow over a thousand configuration options so we want that you have to right-size the infrastructure that's what you start that's the foundation your right size that infrastructure for your work environment for what it is that you're trying to accomplish and you allow flexibility to be able to grow it and so we have flexibility to be able to have RAM or storage to those systems or add more systems give the flexibility to grow as you need to grow whatever but it is you want to push it's growing on you fine so so that's where we start with this in that design aspect of this and that's how we solution all of our mana Hosting sub products great well Steve you started this conversation at cube Ricky you're ending a cube alum so thanks so much for coming on the show well thank you for having us having me all right appreciate it I'm Rebecca Nightforce - minimun we will have much more of the cubes live coverage of Dell technologies world coming up in just a little bit
SUMMARY :
to get our heart around this so you know
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Michael St-Jean, Red Hat Storage | Dell Technologies World 2019
(funky music) >> Live from Las Vegas, its theCUBE, covering Dell Technologies World 2019, brought to you by Dell Technologies and its ecosystem partners. >> Welcome to theCUBE. Day three of our live coverage from Dell Technologies World 2019 continues. Lisa Martin with my co-host Stu Miniman and we're welcoming to theCUBE for the first time Michael St-Jean, Principal Marketing Manager for Red Hat Storage. Michael welcome. >> Thanks Lisa. Hi Stu. >> So day three this event is still pretty loud around us. This has about we're hearing upwards of fifteen thousand people. A lot of partners. Give us your perspective on Dell Technologies World 2019. >> I got to tell you this is an awesome show. I got to tell you the energy, and not just in the sessions but out on the show floor as well. It's amazing. And some of the conversations that we've been having out there around things like emerging technologies, emerging workflows around artificial intelligence, machine learning things like that. And the whole adoption around hybrid cloud, it really speaks to all of the things that we're doing, the initiatives that we're leading at Red Hat. So it's a great validation of all of the things that we've been working on for the past 10, 15, 20 years. >> And you had a long-standing relationship with Dell. >> Oh yeah, absolutely. >> 18 years or so? >> Yeah, yeah we've had not just a long relationship but very collaborative relationship with Dell over the past 18 years. It's something like If you take a look at some of the initiatives that we've been working on, we have ready architectures around open stack, around open shift. We have just, we have highlighting a few things here around Microsoft sequel server, around SAP HANA. And actually, we're really talking a lot around open shift and a ready architecture that we've developed, that we have architecture guides, deployment guides all around open shift and open shift container storage for Dell hardware. And actually, next week at our Red Hat Summit event, you should really take a look on Wednesday morning our keynote, our EVP Paul Cormier will be talking about some great, new, very interesting initiatives that we've been working with Dell on. >> Alright well Michael I'm excited we're going to have theCUBE at Red Hat Summit in Boston. It's our sixth year there. I'll be one of the hosts there. John Walls will be there with me. We're going to have Paul Cormier on the program. (laughs) Jim Whitehurst hacking the keynote. It's actually not a secret Satya Nadella and Ginni Rometty will both be up on the main stage there. And just my perspective you were talking about hybrid cloud. As you said, Red Hat Summit, I've been for many years. That hybrid cloud, that adoption. They're both open stack at the infrastructure layer and up to the application with open chip. Something we've been hearing for years and you're right. The general themes seem to echo and resonate here as to what I've been hearing at Red Hat. Can you help expand a little bit those conversations you're having here? I love you talking about some of that app modernization analytics that are going on there. How does that fit into the ready architectures that Dell's offering? >> Sure. Well I represent our storage business unit. So a lot of times, the conversations I'm having over there at the booth are kind of revolving around storage and storage growth. How data is expanding, how do we deal with the scalability of that? How do we deal with persistence of storage and containers for staple applications, things of that nature. But really, at the end of the day as I'm listening to some of the other conversations that my colleagues are having over there, it's really about how do we get work done? How do we now move into these areas where we need that cloud like experience not just in a public cloud or even in a private cloud but everywhere that we touch infrastructure. We need to have that simplified cloud-like experience. >> So just point on your subject area. Talk about the containerization and what's happening with storage pieces. Give us that layer between the infrastructure layer because let me say I believe the t shirt I saw was Linux is container, containers are Linux. So Linux has lived on Dell hardware for a long time. But anything that users should understand about the differentiation between whether they were bare metal or virtualized in the past and containerized environments today? >> Yeah well I like to say that you can't spell Red Hat without storage. (laughs) I don't know that that's particularly true but (laughing) >> It sells good. >> It sells good. Yeah so storage is near and dear to my heart but really at the end of the day, you can't have storage sitting in an island, it has to integrate and be collaborative with the rest of the portfolio that we're expanding out for our customers solving real issues, real problems. And so we've been watching industry trends and certainly these are things like that from an industry we've been looking at over the past five, 10 years so nothing new but we see the evolution of certain things like for example developers and data analysts, data scientists, these people are really charged with going out there and making dramatic differences, transforming their companies, their organizations. And as that transformational application, service development or bringing back insights on data is really integral to a company's ability to transform or differentiate in the industry. They have to be much, much more agile. And it seems that they are more and more taking over a lot of the role that we would normally see traditional I.T. managers making a lot of the purchasing decisions. A lot of the industry trends show that these folks, developers, data analysts are actually making some of those I.T. decisions now. And of course, everything is really being developed as cloud native. So we see cloud native as being more of the new norm. And if you kind of look at the expansion of data, Lisa Spellman a couple of days ago said "Hey look. "We've seen data double in the past two years "but we're only using two percent of that data." >> Two percent? >> Two percent. >> Wow, it's not very much. >> Yeah. And if you look at IDC mentioned that the data sphere has now grown to over 33 Zettabytes. A zettabyte is a billion gigabytes. So put that into perspective. Alright. 33 Zettabytes. By 2025, they project that we're going to grow to 175 Zetabytes. How can we make better use of that data? A lot of that data is coming from IOT type applications. You look at trends, traffic trends and how that might be correlated to weather activities or other events that are going on or archeological digs or all sorts of just information that is brought back. How do we make best use of that information? And so the need for scalability in a hybrid cloud environment, has become more and more of a key industry trend as the data sphere continues to grow. And I think across all three of those, that's really driving this need for hyper convergence and not just hyper convergence in the traditional sense. we've seen hyper convergence in the field for probably about five, 10 years now. But initially it was kind of a niche play and it was based on appliances. Well the past two years, you've seen the Gardner reports on hyper convergence really talking about how it is moving and evolving to more of a software defined nature. And in fact, in the past Magic Quadrant around hyper convergence, you see Red Hat show up. Something that is probably not known that Red Hat has hyper converged offerings. It's something that actually we didn't get into it just because the analysts were suggesting it. We had customers come to us and they were trying to put together Red Hat Enterprise Linux, Red Hat virtualization, storage, et cetera et cetera with varying degrees of success with that because they were doing it more or less as a project. And so we took upon ourselves to develop that, put it into a product and start to develop it with things like Ansible for deployment management. We have dedupe and compression with our virtual data optimization products, virtual GPUs, et cetera. So we're really in that space now too. >> Yeah Michael I mean it really from our standpoint it was a natural extension of what happens if you look at what hyper converged was, it was simplification and it had to be tight integration down at the OS level or the virtualization level. As a matter of fact, when we first wrote our research on it, we called it server SAN because it was the benefits of storage area network but built at the server level. So we said those OS manufacturers. Now I have to admit, I called out VMware and Microsoft are the ones that I considered the biggest ones. But as a natural fit that Red Hat would look out of that environment and if you look at the leaders in the marketplace today, we're here, VMware is here, their softwares piece. Techtonic has transitioned to be a software company. So yeah, welcome to the party. It's been a fun ride to watch that over the last five years. >> Yeah absolutely. >> So let's talk about customers and this spirit of collaboration. You just mentioned sort of the entrance into HCIs being really driven by the voice and the actions and the needs of Red Hat customers. You guys have three major pillars, themes that you have been delivering at Dell Technologies World. Talk to us a little bit about this and how your customers are helping to drive what you're delivering here and what you'll be delivering in the future. >> Yes certainly. I mean that's the whole open source model. And we don't we don't just contribute to the open source community but we develop enterprise grade infrastructure solutions for customers based on the open source way. And so essentially, as I think of it these market trends that I was talking about. It's not that we're leading them or that we're following them. It's we're tightly integrated with them because all of these industry trends are being formulated as we're in progress. It's a great opportunity for Red Hat to really express what we can do with our customers, with our partners, our developers, the folks that we have on our staff that are working directly in the community. Most products that we work on, we're the number one contributor for. So it's all very special opportunity for us. I would say from a storage perspective, what we've really focused on this year is around three main pillars. One is around data portability for those application portability projects that we see in open shift. So being able to offer an enterprise grade persistent storage for stateful applications that are running in these containerized environments. Another area is around that hybrid cloud scalable storage. And this is something that being able to scale that storage to hundreds of petabytes is kind of a big deal (laughs) and especially as we see a lot of the workloads that we've been working with customers on around data analytics and now artificial intelligence, machine learning. Those types of data lakes type projects where we're able to, by using open stack or open shift, we're able to do multi-tenant workforce workload isolation of the work that all of these people are doing while having a shared data context underneath with Red Hat storage. And then the third is around hyper convergence. I think we've touched on that already. >> Yeah so Michael before letting you go I have to touch on the hot thing that everybody needs to understand what's going. The ripple that will be felt throughout the industry. And I'm not talking about a certain 34 billion dollar pending acquisition. (laughs) Constant in the last, most of my career there has been a certain logo that I would see at every conference and that Red Hat that I got my first one, I don't know, 15, 16 years ago. So the shadow man has been deprecated. There's a new Red Hat logo. >> Oh yeah yeah. And we just brought out the new logo today. So a great segue into actually, it was last night, they pulled down the old logos, they put the new logos on the buildings, pretty much around the world. I think it's May Day in Europe. So maybe some of that will happen tomorrow or. Trying to think of what time it is, probably tonight. So yeah it's a great new logo and it's, our old logo has been over, it was around for 19 years since 2000. And it came back from a lot of feedback from customers but also from people who didn't know Red Hat, didn't know what we did. And quite honestly, some of them said that shadow man looked a little sneaky. (laughing) >> I guess on the rise of all those cyber challenges, maybe they're right. >> (laughs) so we have a new logo just launched today. Very proud of it, we're looking forward to working with everybody in the industry and go forward with all these new, wonderful opportunities that we have. >> I look forward to pointing out to all the vendors that they're now using the old Red Hat logo just like they do for every other vendor in this space when it changes. >> As of how many hours ago. (laughing) >> Well it'll be interesting to see and hear what Stu and team uncover at the summit next week in terms of the impact of this brand. We thank you so much for your time Michael, >> Absolutely. >> joining Stu and me on theCUBE. I guess it is just after day of day three. It's hard to tell right it's all blending in together. (laughs) Well we thank you for your time and your insight. >> Thank you very much and see you next week Stu. >> Exactly. For Stu Miniman, I am Lisa Martin, you're watching theCUBE live from day three of our coverage of Dell technologies world 2019. Thanks for watching. (light music)
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brought to you by Dell Technologies for the first time Michael St-Jean, A lot of partners. And some of the conversations at some of the initiatives that we've been working on, How does that fit into the ready architectures but everywhere that we touch infrastructure. because let me say I believe the t shirt I saw was that you can't spell Red Hat without storage. And it seems that they are more and more that the data sphere has now grown that I considered the biggest ones. and the actions and the needs of Red Hat customers. the folks that we have on our staff that everybody needs to understand what's going. So maybe some of that will happen tomorrow or. I guess on the rise of all those cyber challenges, (laughs) so we have a new logo just launched today. I look forward to pointing out As of how many hours ago. in terms of the impact of this brand. Well we thank you for your time and your insight. of Dell technologies world 2019.
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Marius Haas, Dell Technologies | Dell Technologies World 2019
live from Las Vegas it's the queue covering del technology's world 2019 brought to you by Dell technologies and it's ecosystem partners okay welcome back everyone we live in Las Vegas with a cube tech cue coverage of Dell technology world I'm Jean for @d Volante we're here in Cuba Lumley MERIS house who's the president and chief commercial officer Dell technologies great to see you again always great to be here sir so the the movie just gets better and sequels and Dell 3 into the year 3 of the acquisition I love look I love the script and we're gonna keep going you guys are access to the Game of Thrones it's not going to end it's gonna one of the themes I want to get your thoughts on first of all welcome back to look you good to see you what's going on right now give us an update Mars you've you've seen the chessboard of MMA of big firms on the private equity side you worked at HP during those days you came to Dell with Michael early on partnering on the going private and then looking at the overall plan which is now in full execution mode at the integration part of integrating it all together it's working really good mill the fairway revenues at ninety plus billion where are we right now well I'll tell you I think you and I were just discussing it a second ago scale does matter but if you can align scale with ax in your portfolio that it's so well aligned to the trends in the industry and you're representing an opportunity for a customer to select a partner like Dell technologies to help them solve their key business channel and just not just for today we're into the future and then if you can do at scale right portfolio at the velocity we're doing it's a trifecta that we love it's a that you know I recently talked to Tom Tom sweet we grew the business eleven billion dollars on an already big number just last year alone so and we're gaining sharing all of our key lines of business so the Folies aligning really well customers have been extraordinary and obviously building those big trusted relationships not just now to the but into the future that's you guys ready and you guys got a great team the ability to attract the talent has been phenomenal give you guys props on that but I keep coming back to we had a few years ago which is okay the big waves coming everyone kind of got cloud they saw the scale of Amazon great gel sign that continues to do great for AWS now it's multi cloud now IT the original consolidation of IT that you guys were going after had good growth and value creation just out of the box and now the tail winds as you mentioned so I got to ask you about this end to end this is a land grab this end to end operational consistency thing because it's a very unique it's hard to copy it's in the middle if you can continue to pull that off that's going to be a great opportunity that's gonna feed up up the stack if you will talk about the challenges and why you guys are going this end to end and the benefits the customers there's there is no doubt that the customers are getting smarter every day in understanding what workloads what applications what data sets ought to reside in which ecosystems to better serve them and to better align to their overall economic needs and desires that they want and their flexibility and agility to be able to move those workloads in that data seamlessly to best address their particular needs the beauty of what we've been able to do is integrate the VMware architecture into the public cloud ecosystems and we've got many others that are ready knocking on the door to the beat want to be part of it so now what a customer can have is that true agility that true flexibility of moving applications and data seamlessly but all control through one mechanism because at the end of the day what's going to happen is they're gonna have their day to resign on multiple different sources but they want to be able to see it they want to be able to accident they want to be able to analyze it and once you're able to analyze it regardless of where it resides and then draw the conclusions from it that's what's enables them to then create a predictive model that almost a cost to zero so on day one of the keynotes Michael said he showed the be of a video he said if you're you know bank with two trillion and assets or your two-story farmhouse we care about you know that's kind of music to your ears you obviously you're a big part of that what's different about the commercial customers and and what's going on in that base in terms of their transformation their trends and how is that different from I mean in commercial customers Lisa my and my patch I've got the biggest of the public-sector account so I've got them of all different sizes and shapes and different stages of the journey and that's what we're finding everywhere even if you're a big account small account medium account everyone is on there's digital transformation journey and there's an intersection that we can play a very big part of in and then enabling them to create a playbook as to how do I go through this journey effectively but what we're finding is when we took the overall architecture kind of or indeed tenants if you will around making sure that we have a scale out architecture model it doesn't able to have our customers adopt things and then be able to scale it out as their economic or as their business grows as an example so you can jump into having leading-edge capabilities and technology to help you drive your your company today but know that we're there with you all the way to then scale at whatever rate you want to scale at Mars I got to ask you we had Tom sweet on as you just mentioned CFO he talked about the multiple levers to create multiple levers you guys are pulling to create shareholder value which is ultimately comes from free cash flow which is happy customers great to pay down the debt that's his job margin expansion get good product development increase go to market efficiencies okay and then so philosophy supply chain go to market efficiencies this is your wheelhouse as you guys go talk to the customers and go to the market now with the sets of partnerships one of the changes that we're seeing is in IT it shifted the conversation shifted from not just cost reduction but revenue generating so with these new tailwind is creating a business model opportunity for your customers this is not the old school best in breed got great storage low cost I I've you know low cost per storage gigabyte this is about I don't want to deal with infrastructure anymore you guys handle that this is what you're going after how are you guys going to market under the new reality that customers are critical do you agree with that and how are you going to market with this new shift in the customers mindset Mike the mindset is now that change or dying if I don't drive the digital transformation within my company someone else will do it and more than likely will be a competitor so you see it having on the the uber front air B&B front you can go down the list every single one of these industries are figuring out I better Drive this aggressively and make sure that I take advantage of what's happening in the technology landscape in order to progress and grow my business to be more relevant and more differentiated so instead of IT being a let me lower my cost structure model IT is now the enabler of changing the business model the enabler of a scaling at a much faster rate to take advantage of the options and how does that change the customer selection on vendor supplier because obviously this is obviously gonna probably good for saying you know one supplier gel but that's gonna change how they evaluate procure consume and they're partnering how is that going to change their selection they they want to move more and more towards having the conversation around what do we need to do to scale our business and again create a differentiated advantage right well last thing they want to be is a systems integrator of all the different IT suppliers so when you have a partner like Dell technologies that truly does have the broadest and and and what I'd say best capabilities on the planet to then become that partner of choice for them to move them in this direction faster that's a very simple decision for them to make and how is that dynamic translating into public sector where you know there's a lot of turnover in terms of administration's you might have edicts in terms of you know multi vendor what are you seeing there but I think this is consistent we have a built a a practice what we call smart digital cities that we seeing the need everywhere at the end of the day regardless what public sector entity you go to what country you go to whatever mean it's about you go to every single one of them are thinking about how can I create more jobs how can I create build and grow the economic engine of my city my state my country and guess what they're leaning on technology to do that so everywhere we go it's a conversation about how can we drive efficiencies and productivity improvements across all the things you do and provide a greater level of service to every one of your it's constituencies through technology anything from securing the environment driving protecting our citizens to providing better health care services to providing better traffic management to providing better education and reach waste management you just go down the list every single city every single Enterprise a public sector entity around the globe is thinking about it and what's again the beautiful thing is we can come in we can bring in our overall partner ecosystem because it is a broader ecosystem that is needed in order to be able to deliver those end-to-end capabilities but very much on demand everywhere I gotta ask you about first of all is on the IT side those four public sector entities have a huge job ahead of them and they're not IT huge that staffs they need nimbleness and they need horsepower basically out of the gate and the beauty of what we are able to do is we share the best practices of what we see around the world you can imagine that a city of Dubai very progressive right clearly have the budget clearly have less restrictions on data privacy clearly have less restrictions on legacy integrations into past solutions so they can move pretty quickly with a pretty broad base view as to where they want to go so you take those ideas take those best practices and then you you showcase that to the rest of the world it's - ok what can we use what can they use - to move their agenda forward quickly I want to switch gears talk about competition I saw the Tom sweets presentation the analyst briefing around competition I didn't see any cloud vendors on their office T going multi cloud with your own cloud I see that but just in the traditional IT space the numbers are great in your and you got bigger bigger is better so HPE when smaller they thought that focus would be better for them maybe it is but now you have existing competitors from the classic IT market it's a new new ground you're going after you got Alienware here it's a gaming world you're partnering with it's a beautiful set up so that's the future of TCS so you're in all these markets what's the competitive view how did you talk about your companies for competitive strategy - what we first talked about if you if you've got scale and you have a broad broad portfolio they can address the the core trends that are emerging for the next decade or two and you can do it at speed I'd say a very nice formula and that's what we're starting to really operate at that kind of cadence with the the the strategically aligned businesses like VM were like like pivotal like secure works that are all coming together very nicely to be able to drive these transformations collectively as one portfolio where's the partner coopertition kind of thing going on because you think Cisco for instance you know you guys partner with Cisco in some level but also at the same time NSX on the VMware family side looking like us competing directly with Cisco so this is this you're going to have direct competition and then other ones that are coopertition where you're working as a partner or maybe and it's evolving so how do you guys bet to have those balance conversations it's it's been like that for decades right and there's you you've got big players in the market at the end of the day as long as you service your customer and deliver to them what they want and how they want it at the end of the day we need to collaborate to make that happen - same exact reason why we announced our partnership with Microsoft and Azure earlier this week customer draw was there they said we want you to be that single that single broker that enables me to move my my data in my application seamlessly and securely containerized to any public cloud well guess what Azure needs to be part of that equation so when the customer drives it and it's clearly aligned to their particular needs the the IT ecosystem comes together the best serve that when you have when you meet with the top customers and the top senior people what's the pitch Mario's when you go in and say hey you know here's get we're just gel technology we've got all the puzzle pieces they'll be be successful what's your pitch when you go in what's the mean message that you guys say to those customers I like for the last couple of years we've been talking about that the transformations that are happening right at the highest level it's just a digital transformation journey that people are on the work force transformation they're doing the overall IT transformation that enables that then of course how do you the whole environment on top of that they're having the conversation about okay let's go build the blueprint as to what that looks like for me as a customer and then show me how I'm gonna you're gonna deliver to me the platforms that enables me to grow and make sure that I'm making the right batch long term right I don't want a solution that's just there for today I want to make sure that I've got a solution that good that that will take me into the future and that makes me ultra competitive so when you think about it if I wanted a an app development platform that clearly needs to be cloud native in mind I need to have agile development capabilities and I need to be able the time to value needs to continue to shrink well guess what we got that with pivotal right you want to be able to now do your data management ecosystem seamlessly and and across multiple platforms clearly we have assets like Bumi that enable that to happen very very well and and then you want to virtualize your overall infrastructure layer as much as possible so you truly can scale up or scale down any of your infrastructure capabilities in order to meet the needs of that particular workload seamlessly when you have the data platform when you have the app platform when you have the virtualization platform and you have all of the infrastructure platform so well aligned to the overall trends and transformations our customers are doing it's almost a no-brainer I mean it is an IQ test that all of our customers are clearly passing and okay and what you just laid out it's probably like a ten year he's gonna play out over the next ten years and there's still a lot of invention to be required if you guys aren't doing a lot of M&A right now you know paying down the debt tom was clear on that but as an M&A person I want if we can pick your brain and I'm more familiar with the tech M&A it's where myspace but most M&A much of it anyway fails and and from your perspective why is that and why are some successful why or some not I think it is the how do you how do you when you add a new entity into the broader entity what are the synergies that you're aligning to to make sure that that new entity has the opportunity scale and grow right and that's why you have meant you have sometimes smaller deals are interesting from an IP perspective but if you don't tie it back into how are you gonna go scale to go to market to make it available to your broader set of customer base you or it gets lost in the equation that's a problem and I think what we've done is a very good job making sure that we understand how each piece of the IP portfolio comes together and is aligned to our overall approach and how we how we how we help you have the conversation with the customer that we've been able to see what we call our cross synergies of all the acquisitions we've made significantly exceed any and all of our expectations and and that's important part to do ahead of time before you make the acquisition know not just how it fits into the IP stack but how it fits into your overall go to market stack and how it fits in your overall value proposition to the customer Marcus thanks for spending the time know you're really busy coming on the cube I got to ask you one final question of this showed here Dell technology world over three days what are the three top highlights that happened to you that give a tell sign of the next 10 years with Dell technology I mean we've always said that we do what we say so I think and I've had many of analyst tell us that my god you guys consistently have delivered what you said you would deliver so the early skepticism of hey this this is a big company there's multiple cultures not sure that operationally you will execute well guess what I think it's fair to say the teams are executing and then when you see the results of taking share in every line of business you see the results where the customer satisfaction is higher than it's ever been our partner satisfaction is higher than it's ever been our partner growth is higher is the fastest-growing route to market for us all of that is just a testament that we are operating on all cylinders but what's more exciting is the yet to come part and and the fortuity so big right the market is what three and a half trillion ninety billion is a fraction of that so this is what our our team members see it's what our customers see our partners see so that momentum it's just a tsunami that's just gonna keep on growing well the cube barometer certainly showing activity to sets when we get four you know you're doing well so we're gonna keep an eye on the pulse of the cube pan and we got here Mari it's great to see you always a pleasure great insight thanks for sharing John awesome grant appeared a virus awesome thank you so much Myers house president chief commercial officer Dell technologies Friends of the cube great executive tech athlete as we say live coverage day three here the cube coverage of Delta knows we will be right back with more after the short break [Music]
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Tom Sweet, Dell Technologies | Dell Technologies World 2019
live from Las Vegas it's the queue covering del technology's world 2019 brought to you by Dell technologies and it's ecosystem partners hey welcome back everyone cubes live coverage day three of three days of wall-to-wall coverage got two sets exploding the content out there the cube can and we've been calling it so much content coming in I'm John Fourier your host with mykos de Villante we're Tom sweet is the CFO of Dell Technologies he's the man who's making it all happen all the numbers are starting to come in we're starting to see some real big numbers and more welcome to the Q thanks for spending the time hey I'm happy to be here it's great to see you guys again and it's been a great three days here at Deltek world so I'm very excited about what we're seeing all of the enthusiasm by with our customers and partners and the receptivity to what we're doing as a company and the capabilities we're driving is pretty exciting it's kind of like the postgame show I guess the show's going to end today but I've been watching you and the analysts giving all the presentations you're what we call a Czech athlete you got a you got to hold the ship down make the numbers work you got a lot of great puzzle pieces that you know you guys have laid out here at the show across the portfolio aggressive new architecture around end-to-end operations a lot of moving parts being integrated in and the numbers are looking really good a scoreboard looks good give it take us through the highlights of inside the numbers up into the right give us the highlights well you know thank you for that but it's been we had a great fiscal 19 as you guys know by now right so 90 over 91 billion dollars of non-gaap revenue we added 11 billion dollars of revenue in the year or so if you think about that that's the equivalent of a couple of Fortune 500 companies coming into the company you know took share in all the categories that were focused on you know we took over 320 basis points of share and storage I mean over 200 basis points of share and main stream server revenue you know our PC client commercial clients you took over I think a couple hundred basis points this year so we're very pleased with the progress but I think what's most exciting as we think about value creation we're headed as a company is some of the things that we announced this week around the cloud platform and what you're beginning to see is the fill in of the capabilities and the tie together of the companies that are coming together with integrated solutions and capabilities and so you know I've been with the analyst and as you referenced and they had lots of good questions on how does this all fit together how does it then what's the acceleration point if you will how does this take off from here and you know so work and so we went through that in terms of let's put the platform out there let's begin to build on it you know customers are asking for that multi cloud capability this is what this does for them it ties this together and one single pane of glass from an orchestration and management perspective so we're really excited and then you know you saw Jeff introduce a bunch of new products the new latitude line some of the new server capabilities new storage arrays that are coming and so you know customer the buzz here is pretty strong so it's been pretty exciting this we congratulations on just a shareholder value I know from a numbers standpoint it's really been successful congratulations the question I want to ask you going back I remember the conversation you know HPE got smaller HP Enterprise got smaller Dell was getting bigger and the conversation at that time was scale as a competitive advantage and we were talking about how cloud was showing the way that scale actually has these synergies as you look back now and as the evolution started you guys start executing we was the the first sign of wow this is gonna be awesome well probably Michael was more optimistic about it than I was figure out how to pay for it come on that's a lot of money you know so but look I mean I think what we saw when we when we came together as with Dell and EMC was the fact that he come we needed each other right we had capabilities that didn't overlap they gave us great presence and technology in the data center and clearly they have brought VMware and pivotal with them we brought scale we brought maybe an execution framework and a focus and the combination of the has been pretty powerful and look I mean it's taken a couple of years of heavy lifting right but and we're not done and there's lots to go do but I think we're pretty excited about how this started to accelerate on us you know or pick up momentum I should say you know middle last year does it margin expansion or is it to go to market efficiency or supply chain all three I think it's all three right if you listen to us over the last couple years we talked about hey we needed to invest we had to invest in new capabilities from a solution perspective we had to invest in go to market coverage you know so we've spent a fair amount of investment dollars putting you know putting the pieces in place and so then it takes time for that to come together and coalesce and I think we're early innings on that you know you know lots of competition out there but we're excited about the positioning right now so the numbers are pretty remarkable I mean to be a 90 billion dollar company growing it you know 14 percent it's pretty amazing however you know this if you take VMware's market cap to multiply it by 0.8 which is your share subtract out your core debt you know subtract out your market cap you're left with like a billion dollars is that really how we should think about the core Danelle is worth about about a billion dollars you know it's you're now getting to where I spent all my last year talking about valuation right but look I we obviously think differently about the value of the core company you just think about free cash flow coming out of the core which is over you know two and a half to three and a half billion dollars sort of three and a half billion dollar range I mean how quo the valuation framework in some instances doesn't make a lot of sense we understand that you know we're a large-scale tech company and tech investors in general haven't been you know exposed to companies with tech companies with a lot of debt right and we have more debt than the average I think it's very manageable because what's the opposite side of of you know the other side of the conversation on debt is what your EBIT are right so you think about moldable and and so look we think look I can't art I can't win those arguments as you know right around I think what we have to do is continue to go execute the business over time and I think you've you know that will demonstrate the value creation opportunity that exists here and you know people will decide whether they want to invest in us and come along with it or not well I've said it's a really cheap way to own VMware I mean if you really look at no way don't do the EM we're so there is that play one of the things that I've been really impressed with this week is your emphasis on growth but profitable growth you're not just going for market share for market share sake you got but but you are going hard for market share it's an interesting balance how do you balance those two oh it's sort of this constant juggle right because look I mean you think about where we compete PC server external storage we can talk Software Defined and some of the other dynamics that are going on but those mark those areas are generally not double-digit growth areas right and so if you're going to grow you're generally taking share from somebody right and so we had this philosophy in these types of areas we got to grow and it's got to be profitable to your point and in these spaces you can go out and get a lot of market share that's doable but you can also spend a lot of money doing that right you can you can rent share so to speak if you want it and so there's this balance of pushing the team's on go grow I want it to be the right kind of growth which means what does that mean it means you go acquire customers that have a value stream associated with them and yes you may be aggressive to go get them but over time you build that cape you build the ecosystem around them in terms of the other solutions and capabilities they're buying and so it's this constant balance you know and so that's what we're we're trying to make sure we get right if you will yeah one more CFL question if I may and then we can talk about more fun stuff so it talks about the debt yeah I think you got that covered you've managing that very well you know we talked about the valuation fine one of the areas that that I have some concerns about I'd like your responses just the PC business itself it's a very important business for you guys yeah it's it's about half the revenue maybe it's not as profitable we know that but it also absorbs a lot of overhead of the company so big shifts in that business would have tectonic effects I would think on your business how do you think about that how do you manage that I wonder if I haven't heard much talk about that and I just wonder if you could you know educate CSG business which is our PC business we've got forty three billion dollar business last year so you're right it provides us great scale by the way and great supply chain scale but if you if you think about what's driving the PC Renaissance right now there's a Windows 10 refresh going on as you both know and you know Microsoft's estimate would be hey you got to probably another year or so that left and then you got through most of that refresh cycle and then the question I always get to your point is what's next yeah and then I'm good some let me pivot the conversation which is if you think about what's next is the feedback we're now getting when you think about the workforce and the generation that's in the workforce now wants good technology and so the days of let me give all of my employees and team members these $400 $500 thick pcs that wait eight nine ten pounds are gone companies want employees want technology that they can carry that they like that's usable you know the whole flexible workforce dynamic and so there's a whole conversation around workforce transformation that's happening the other thing is you you hear us talk about edge to quarter cloud that edge computing dynamic which is will include both data you know infrastructure and hard PC hardware at the edges an interesting dynamic so we think the evolution continues to evolve and the PC business stays healthy for us but yes you're right it's a big business but it's a great cash flow built at the same time if that if John if that edge becomes a tailwind for you guys I mean essentially there's an oligopoly Michael Michael is all Michael was saying the edges where the games going to be in ten years I would just iterate add one thing to your comment about the client businesses I think one i 100% agree I think the Alienware booth here is a canary in the coal mine if you talk to any of the younger generation gamers they have this phrase called pcmr which stands for PC master-race there's a shift back to the PC because of gaming mm-hm and they all want their rigs and they want horsepower they're into the tap yeah so the ease of use and simplifying the tech they want the best graph they want rate racing they want I mean they want all these new things so I think there's a whole nother generation to your point anyway back to my question on this a business model issue is that Michaels on yesterday said we're not in the headline in Silicon angle right now says we're not a conglomerate Michael Dell savers the integrated pieces of his growing company so I gotta ask you you know in in the intersection of innovation strategy business model innovation and financial and strategy you gotta have a financial strategy at overlays innovation strategy as well as the business model how would you describe the financial strategy of Dell technologies and how does that overlay directly on top of the innovation strategy and the business model look alright smile to man job is to help Michael to build his vision and fulfill his vision the subset of that is what's the job of a what what does a company do it's all about creating value and shareholder value so the overall a financial strategy and framework is shareholder value creation right and you step down from that you say how do you create value you create value these would be better capabilities better products and solutions how do you do that then you get into a capital allocation conversation on how much am I going to allocate of my capital to innovation to R&D how much a value creation is going to come through debt pay down to your point you know if you look at the levers we're pulling right now and how and simplified capital structures I should also say so the leaveners we're pulling right now are all those levers right we're pulling a let me build the innovation the integrated capabilities this concept of it we've got great capabilities across the family of Dell technologies how do we integrate them how do I create solutions that you customers want at the same point in time I'm pricing those effectively I'm creating cash generation that allows me to reinvest in the business and also pay down debt that ultimately drives shareholder value right yeah and this conglomerate come I thought was relevant because I don't see you as a conglomerate if you look at the success of say Amazon Web Services as part of Amazon almost half their revenues now that's one large distributed computer basically I mean it's integrated parts of a lot of things as an operating environment operating system so you've said on the cube that is a model you guys have a similar approach you're looking at the holistic picture of Dell technologies as an operating model with synergies and systems not this divisions pumping out all this cash they're siloed it's the integrations of key part comment on that piece yeah look I mean you know I've we've been we've been having this pushing on this conglomerate thing now for awhile right in the sense up we've got certain investors in certain analysts and that think about well you've got all these piece parts in you but these piece parts don't run independently they're integrated what we're using joint selling activity joint solution capability and development to sell to we sell technology right I'm not selling engines and lightbulbs and appliances right I'm selling technology to a set of buyers that are consuming that technology in an integrated fashion and that's how we're going to market and that's how we're building solutions to them and so look we're gonna you're going to continue to hear us push on that theme because I think it's an important theme that people need to understand about what we're trying to do but you know and so work that drives evaluation conversation which has been you know Andy jassie CEO of Amazon told me once on the queue you gotta be able to myth being misunderstood for a while before people figure it out but what's your free cash flow down to three billion you're throwing off what's the number there a lot of cash yeah I mean you're you're it's higher than that but when you throw in VMware thrown beware your your cash flow from ops is roughly riding around seven billion dollars right so you can't go on a business if you don't run out of cash all right that's why we talk about cash no word we're good but you know we're also thing about cash right so look I mean I think we're just going to continue to run the business right we've got to go execute the business it's a challenging you know it's always a competitive environment out there but you know that's our job is to go execute the business macro questions so I think I heard from you Tom this week that IDC has the IT market growing at 2x GDP and I'm thinking about the same hmm how is that you know are people gonna start spending more on AI technology as a percentage of revenue maybe but then I'm thinking what they're spending a lot today on labor yeah and I think what's happening is they're shifting a lot of those labor into technology and they're eliminating some of those labor costs and with that shift is that a plausible premise yeah I think I think it is but I also think that companies are thinking about their business model now and you've seen and you guys know this you're in the middle of all this you've seen a generational shift on IT used to be in the background that said hey go you know go roll up the numbers and pay the people and Peyton you know pay the bills and don't think about the business you know that's a simplification but now it's about how is technology used to differentiate my business model to capture new customers to give you a new experience to give you a competitive advantage and what's interesting for us is that these conversations are not just with CIOs there were Co CF CEO CFOs and so this investment cycle that's here is pretty interesting for us right and so look you asked me about the macro you know it's not a year ago what were we all talking about global synchronous growth right remember that a course we're not really talking about that right now there's you know there's pressure points around the globe depending upon where you are and and it's just a different environment so it is a bit choppier out there I mean I think the macro thing is to me is yeah I'm not as in the weeds as much you guys are but you got consolidation value creation and you guys saw with that big plan and then you got an exploding data ai business happening in the marketplace that's showing customers that they could actually reinvest and do new things drive new revenue source model expansions on the customer side as well as a massive tailwind of course cloud computing you could do it faster so between all these things that's a nice pop for you guys well the technology trends are clearly headed our way right you know there's data being created everywhere you got to do something with that data you got to store it you got to compute it if you want to get analytics and insight and so all of these things are sort of lining up now look I don't want to oversell that because we all know this this business is you know you got to go out and compete every day and to win but it's it's an interesting time are you increasing your spend on technology as a percentage of revenue or you know you know if you're talking about the R&D spend it's rough about four-and-a-half percent of my revenue right now so his revenues going up we're spending more money in IIT oh okay and might in my own tech we're up we're up right as a percentage yes okay digital transformation your premise is people are going to spend more as a percentage on tech because the return is higher but being a good CFO I'm also squeezing my guys in other you keep them in line right congratulations again on you your team Michael creating great shareholder value I still Dave still thinks it's undervalued he'll continue and I think he's right on that thanks for coming on spend your very valuable time sharing this summary of what's going on here at the Dell technology world thanks for being here guys and it's always fun to talk to you thanks great car tops we CFO chief financial officer of Dell technologies getting inside the numbers talking about the strategy how it all relates to customer impacts the cue bringing you all the action day three of coverage we'll be right back after this short break I'm sure for a devil on thing [Music]
SUMMARY :
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Jay Snyder, Dell Technologies | Dell Technologies World 2019
>> Live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Good morning. Welcome to the Cubes coverage. Day three. Odell Technologies, World from Las Vegas. Lisa Martin With student Amanda We're pleased to welcome one of our alumni back to the key. We've got Jay Snyder with us SPP of global alliances, service providers and industries chaebol. Thank >> you so much for having me again. >> Our pleasure. So we have been talking for This is our third day of covering the lots of news, lots of technology conversations We know there's a big global Cartner summit. >> It's been fantastic, actually. >> Abd el Technologies World Thriving partner ecosystem Give us an overview of global alliances and some of the feedback from the last few days of the partners. So >> fantastic. Thank you again for having me. I'll tell you this. The feedback is off the chart eye. Don't even I've lost the ability to find new words to describe how excited are partners seem to be with the messaging that we've had here. But what's been consistent is best l technologies world ever and best global partners. Summer that we've ever had and I think the reason behind that is not just because we've done a great job presenting the content. It's because of the content, right. If you think about the partner ecosystem, it's interesting. We've always worked incredibly well with them and our partners love what we do in the products we make. But our messages have never been perfectly aligned. Think about the messages we have now on the main stage. We have four transformations and delivering outcomes and then we have multi cloud and the multi cloud strategy and then think about what the partners do. They deliver the strategy around designing and defining what a multi cloud architecture is going to look like and or being the providers that actually deliver it. Our messages are perfectly aligned, so they're so excited to see that there now at the epicenter of everything that we go and do, and the fact that I would say probably more exciting is our entire sales force is trained on those messages, understanding those messages and embracing those messages. So they're getting huge lift now from our cellars, as opposed to kind of. I wouldn't say we were never at conflict. But we're Maurin Parallel. And now we're really lock. Step. Well, does that make sense? >> It does, Jay. And and he brought up a really good point, you know? Congratulations. Glad to hear everybody's in lock step. Because I remember we talked about the transformation of the channel. Yeah, and I go back when converge infrastructure first rolled out. They're people. Oh, my gosh. I make millions of dollars racking it, Stacking, shoveling stuff. I need to shift Cloud that there was, you know, at VM wears partner Summit, you know, one of the executive V M. Where you know, every time Amazon winds, you know, we all lose. Sure. So helped us for today. You know, cloud big theme of the message. How Teo his partners fit into those environments. And how have they gotten to over the fear of cloud and to be fully embracing in executing a multi cloud? >> Maybe I should just context to about who my partners are, so that would be helpful. So we representing alliance is the largest global systems integrators. So think about firms like in HCL, Deloitte dating, censure. And I hate to leave anybody out, but there's eighteen of them. And then we represent the clouds of the cloud service provider ecosystem. So a couple of hundred cloud providers that actually do provide manage private clouds off from or public clouds. So they're super excited about the message because they fit in on both ends, right, As I was just describing right there, the ones that are really gonna have to deliver the strategy around what it's going to look like and how they're going to get their customers ask us all the time. Hey, I want to get to the cloud, but they don't really know what it means. So we have to ask them, What do you really trying to accomplish and why? Right, Once we understand that we can engage with these partners, and it's a perfect entree for them to go figure out, articulating design that architecture. And then last time I checked, we're actually not a cloud company, right? We have great products. We have great services. We've rate platforms, but we're not a cloud company, right? We don't provide those types of capabilities. So when you think about being able to leverage >> multi cloud and it started just clever, you're saying you're not a public cloud company because company Private Cloud absolutely se Eun apart >> from Private Cloud, right? But when we want to go off from and create that multi claude environment based on use case now all those partners fit into that play and they have the ability through the capabilities we just announced with Del Technologies clown tow leverage, those hyper scale er's. So where they used to see them as foe. They're now part of the solution, and they can deliver that solution through our new platform that we just brought to market. So again it gets back to we used to fight it. Now we're embracing it and leveraging it and delivered a comprehensive solution. >> So starting Monday, when Michael walked out on stage your hat with Jeff, the message over lying on, of course, with salt from Microsoft was collaboration integration. So really starting to see all the layers of Del technologies and its brands come together in a much more cohesive way than we've seen so far in terms of what the partners are now enabled to deliver. Some of the feedback on that is, do they feel that it's been made more simplified that has been made more streamlined, that it's opening up new market opportunities with, you know, the Del Technologies Cloud and some of the related announcements. >> So So it's a complicated question you're actually asking, because for years the partners have been saying We'd love to view you as a single company, right? That's kind of the missing ingredient to really a lot unlock the full potential. I think the first big piece big mover in this is the Del Technology Cloud platform. It's really the end, Stan, she ation of what Michael's been talking about for the last three years, which is I'm going to bring all this stuff together and create a force in the industry where we compete in the market together, not against one another. So we're seeing that so the partners are ecstatic right there, seeing the best of all the piece parts come together in that platform, and we've told him that's the first step. But we have been working with them for years to provide what I'LL call an umbrella effect across all the different companies to allow them to tap into all those resource is. So in some degree, we've been doing it already. We've been playing that multi cloud game and working cross strategically aligned business to bring those values to life. But now we put our money where our mouth is, and we have simplified the approach with the product and the platform to make it easier for them to go tomorrow. Way to have a little bit. We do have a little bit a ways to go, though. I want to be clear. >> So, yeah, and Jay really good points there because I I one article recently about hybrid cloud cut a lot of history with it and simplifying a piece of the overall puzzle. But as you said, those hyper scales fit into it. Sergeant Dellape, upstate eight of us, a strong partner on VM where you know, Google announcement. You know, just a few weeks ago, those s eyes that air your partner's There are some of the critical pieces because there's a lot of complexity out there and we need key partners to be a help us to do there. You know, the Del of Technology family is a piece of it, but those s eyes air really thie arms and legs that are going to go help all of the customers understand. Try to get their arms around and, you know, hopefully simplify. And what what I said is they need to turn from a bunch of point pieces in the new overall solution. They do that, help me drive innovation and drive by. Visit forward, not trying to manage all of the pieces >> We had talked about it yesterday. I mean, I D c. Says that sixty two percent of customers will have a multi cloud architecture. But for my partner Rico system, it's more interesting. You know that seventy percent of the customers are going to choose a provider to design, architect and manage that infrastructure. So if you think about that seven ten, customers will use one of those global systems integrators and or cloud service writers or, more likely both to deliver on their vision and their outcomes that they need to achieve to change their business models, which is again great for our business. >> How influential are your is your partner ecosystem in terms of some of the announces that we've heard this week? They're out feet on the street there, talking with customers about the challenges that they're having emerging trends. A. M L. What's that sort of center? Just a partner. Feedback loop like that helps Del Technologies, right thruster >> way Run partner advisory boards in each major theater multiple times a year, and these are the exact things we ask them. What tribe trends are you seeing? We map it against our product portfolio in our solutions to identify where there's gaps. Five g's a great example, right? We're looking at where the market's going happen. Have responsibility for a big chunk of our telco vertical as well within the company. So it's a hot topic and, you know, for a while we were. We were honestly lagging in this particular space. If I think back two years ago, we talked Telco, but we didn't walk Telco. We've made a lot of investments over the last two years to build a product business unit specifically around Telco solutions, and I'm proud to say, especially coming out of Mobile World Congress this year that we have arrived. We have incredible products solutions that really are exactly what are partners are looking for and our end user customers looking for. And it's an interesting dynamic because a lot of our partners, our customers. If you think about the telco community that's really gonna embrace and drive five G, we both sell to them and we sell through them. So we love the fact they'LL consume our underlying technology. But more importantly, I love the fact that we can use them as a route to market to expose hundreds thousands of customers to those capabilities in the broader scale. >> Yeah, J that the networking is such a critical component of that service fighter piece. So how much of that solution that you're talking about? Polls in some of the aspects from GM wear, you know, NSX, the SD win. Those pieces seem natural fit to help drive that overall solution. >> Yeah, I would actually tell you that my opinion is probably the first products that we brought to market that were really crossed Company cross collaboration. You know, even before we got to the Del Technologies cloud were exactly what you're talking about. Some of those networking asked it some security assets that vm where has integrated with some of our products server technology to build some integrated telco specific things for the core and the edge, which is really where they're operating specifically around the edge. Fellow cloud is going to be a huge piece of that SD. When we see the telcos, has a huge route to market again for that particular product and as a massive consumer of that particular product, we understand they have to cannibalize some of their own business. But it's the way the markets going. So the answer is yes. We're seeing great integration, great collaboration between our product business unit under cabin, Kevin Shots Camera in Telco and his V M or counterparts. And I think I said his name right there, too. >> Yeah, I had to interview him once, and absolutely nothing I'm getting that right was tough. You know, one of things always at the show is just the feedback that you get from from customers and from from your partners. So gives the mood, you know, Where are they? What are some of, you know, key opportunities, challenges? What? What's top of mind issues for? >> I'm telling you like I can't make this up. The mood is off the chart, right? They've said consistently best sessions ever. I was talking to one particular partner last night. I won't say his name, but he's worked in this industry for thirty years. He's worked for major companies ASAP. Adobe, Microsoft. This is his first time Adele Technologies world working as a partner of ours, he said. Hands down. This is the best partner driven partner content partner event I've ever seen in the industry. So excited about the focus Del Technologies has as a company on our ecosystem and the types of conversations we're having to actually not just sell to us, but sell through us, right? We're really, I think we've really worked hard to view our partners not as customers, but truly as partners. It's all about the business. We build together, not about the business we do together. If that makes sense, right >> well, that trust trusting relationship is absolutely table stakes. It is for an organization. It sounds like you guys have really done a tremendous amount of work in the last few years to get that to the highest level that it's ever been on. >> I would agree. I think we've come a long way from where we were. We have a lot more work to do it .'LL never end, but I'm super excited with what achieved. I think our partners are, too, because the results they're getting are fantastic. I talked about the profitability of our business and their business together, which means what we're selling has value, which is fantastic as well. So it's good to know that we're not just winning in the market, but we're winning with high value, and again it gets back to where this conversation started, which is everyone talking about transformation and outcomes. It's hard to deliver value if you're not delivering an outcome or vice versa, right >> J. One of the areas that I I think your partner's and the solutions that your help bringing to market what would have some good opinion on is this move from kind of the Catholics, the optics model, you know, one of things. We look at the cloud announcements and it's like, Okay, wait, which of these air as a service? Which one of these he's, you know, can I do financing on and which one of these you know are mostly built on hardware? We're just that fit in the overall discussion, and it's what what do you get feedback from your partners and to cultivate that >> users? It's literally in every single conversation we have. So I can't think of a particular partner conversation that doesn't send around a variety of things. One is always our technology. One is our go to market engine and how we can leverage that and the other is commercials. And it's not the price. It's the consumption, right? How are we going to consume your technology, CAF, ex office and everything in between? And that everything in between used to be one or two things. Now it's ten or fifteen things right. The models have got very complex and very dynamic, so it's top of mind. And the beautiful thing is, you know, a few years ago the only way to get a consumption model on as a service model. It was through my partner Rico system. Now Dell's done a good job to catch up to some degree. But to truly deliver what a lot of the customers air accident for, which is pure op X, no caf X pays you grow. Models were still leveraging heavily our partner ecosystem to Babel. Deliver that, and the challenge for us is to be able to keep up with them, right? They're moving at such a rapid pace and the dynamics of those models Archangel. We have to evolve too quickly to be able to offer what our competitors aire doing. I'm excited to say, so far, so good, but we're doing a great job of that. But I would I would agree with you, right? The commercial model, The consumption models are top of mind, and every conversation had to today right on how we're going to structure these things. And it's really exciting, right? Because when we do it right, it tends to be not only great for Dell and great for the partner, but great for the customer. So it really is. It's the classic win win win. >> Are you know, one of the things that it seems that Dell has been technologies working to Dio for awhile now has become this sort of one stop shop for all things partners. Are they looking to have that single trusted source Do they appreciate now that they've got that, that they can really go today l technologies and enable their customers and your customers to transform security work for us? We heard a lot about work first. Urination, >> very common, >> are they now seeing Dallas? This Hey, this is this really a one stop shop. We can actually deliver everything that our customers are looking for. >> They're definitely seeing because we're telling it to him all the time, right? But yes, the answers without question, I think one of the big drivers for our business has been the ability to aggregate the breath of Del Technologies and bring the full portfolio to beer to them. I'd love to see them all standardised on us exclusively. That's my job, right? That's what we do. We try to eliminate white space and own all marketshare. We'LL never get there one hundred percent. But we've seen, you know, we look out of right of metrics in our business. We look at revenue, growth, probability, growth way. Also, look at white space, which is what you're talking about. Have we consume the white space where competitors used to be with inside our partners, and we've seen massive growth there in the last two years significant growth across the board. And the reason is because of what you just described. We now have an economies of scale advantage in a breath of portfolio advantage where it just makes sense for them to bet on us to get what they need, right, whether it's a pivotal capability or of'em were capability or Bhumi capability. When we have that, everybody pointed in the same direction. This story is just so much more powerful and there, and I'm not going to say they're buying it. They're believing it and they're seeing it in the field. So again, I talked about it earlier. If weaken transact at that level at Adele Technologies level, it means more value to our partners. But ultimately they can provide more value to their customers. So they're more profitable or customers get better solutions. So yes, yes, and yes, >> everybody went well. Jay, thank you so much for joining student May assuring the tremendous momentum that you guys have achieved. We look forward to hearing next year. >> I do to >> even better news will be Thanks. Thank you again for joining us. >> Thanks for having me. >> Great to meet you. Thanks, Tio for student a man. I'm Lisa Martin. You're watching us on the Cube. Live from jail technology World twenty nineteen day three of the cubes to set coverage continues after this
SUMMARY :
Brought to you by Del Technologies Welcome to the Cubes coverage. So we have been talking for This is our third day of covering the and some of the feedback from the last few days of the partners. Don't even I've lost the ability to find new words to describe how excited are partners seem to be with the messaging that we've had over the fear of cloud and to be fully embracing in executing a multi cloud? and it's a perfect entree for them to go figure out, articulating design that architecture. So again it gets back to we used to fight it. So really starting to see all the layers of Del That's kind of the missing ingredient to really a lot unlock the full potential. There are some of the critical pieces because there's a lot of complexity out there and we need key partners You know that seventy percent of the customers are going to choose a provider They're out feet on the street there, talking with customers about the challenges that they're having But more importantly, I love the fact that we can use them as a route to market to expose hundreds Yeah, J that the networking is such a critical component of that service fighter piece. So the answer is yes. So gives the mood, you know, Where are they? So excited about the focus Del Technologies has as a company on our ecosystem and get that to the highest level that it's ever been on. So it's good to know that we're not just winning in the market, but we're winning with high value, the optics model, you know, one of things. And the beautiful thing is, you know, a few years ago the only way to get a consumption model on as a service model. Are they looking to have that single trusted source Do they appreciate We can actually deliver everything that our customers are looking for. And the reason is because of what you just described. We look forward to hearing next year. Thank you again for joining us. Great to meet you.
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Howard Elias, Dell Technologies | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering del Technologies World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners >> Hello and welcome to Day three Live coverage of the Cube here in Las Vegas Fridel Technologies World twenty nineteen I'm jut forward, David Lot They Davis del Technologies world. This is our tenth year If you count DMC World twenty ten first ever Cube event where we go out to the events and extract the signal from the noise. Now we're the number one and tech coverage. Howard Elias has been with us the entire way. Our next guest. Keep alumni Howard allies who is currently the President of Services and Digital for Del Technologies. Howard, great to see you. >> Great to see you, John. Dave. Always great to be back with you. Thank you. >> You've been with us throughout our entire cube jury. It's our tenth year has been great ride and one of the benefits of doing the queue besides learning a lot and having great conversations is as the industry of balls from true private private cloud to, you know, big day that meets technology, all the different iterations of the business. We're gonna have the conversation and look back and see who's right. You >> get to go back and see what we said and holds you >> accountable. Not that you guys said anything crazy, but you were unique because we've had many conversations and most notably during the acquisition of the M. C. You're on the team leading the effort with your partner in crime from the del side to make sure the acquisition goes smoothly. And, you know, a lot of people were saying, Oh my God, icebergs ahead. We're pretty positive. So history treats us fairly in the queue way. Tend to got it right. But you said some bold things. That was pretty much the guiding principle of the acquisition, and I just I just tweeted it out this morning. So you got it right. You said some things. Looking back two years later, almost two, three years later. >> Well, look, you know John first, I appreciate that. Appreciate the opportunity to be back with with you, and it's amazing. It's been ten years, but yeah, so, you know, over the last couple of years, I did help Kohli the integration, and we said, Look, first and foremost, we're going to do no harm the way customers transact with us byproducts. The way we service them, that's not going to change. But then, that's not enough, right? It's not just about doing no harm. It's how do we add value? Over time, we talked about aligning our teams in front of our customers. Then we talked about unifying the approach not just in the go to market, but in services and in technology and ultimately delivering Mohr integrated solutions. And we've accepted here down that a CZ you rightly say so thank you for pointing that out. And you know, this week was a great embodiment of that. Because not only are we listening, Tio, what our customers want we're delivering on it were actually delivering these integrated solutions the Del Technologies Cloud unified workspace for client, these air things that we've delivered over time, you know, we stitch it together, and now we're unifying it, integrating it, actually now even embedding services into it. So that's the journey we've been on. And we've been very pleased with the reception, >> and Michael to also was very bull. But the key on all the conversations we had on this was and we'LL get to the current situation now because that's important is that you guys saw the growth opportunities on the synergies we did, and we kind of had those conversations. So a line you align the team's unify and integrate you're the integration phase. Now we're starting to see some of the fruit come off the tree with business performance significant. Well, we appreciate >> that we're gaining market share across the board, and we had a hypothesis with, you know, coming together. We had a complementary product, portfolios, complimentary customer segments way. We're very thoughtful and how we organized our go to market, and we're seeing that we're seeing that and market share games. But more importantly, we're seeing the customer conversation saying Thank you for that. Now I want more. How do you deliver more value faster? So I think we're past the integration stays. Now we're into the accelerating the value stage. >> Howard, you've been through and seen a lot of acquisitions, large acquisitions. I mean, I think of the compact digital, you know, not a lot of not a lot of overlap. HP with compact, much more overlap maybe didn't go so as well. Or maybe a smoothly massive acquisition here. Why do you think it worked so well here? Because there was a failure. A fair amount of overlap, you know, definitely some shared values, but maybe some different cultures. You've been on both sides. It's just seems to be working quite well. You seem to be through that knothole of maybe some of that uncomfortable early days. Why do you think it works so well? What was kind of the secret sauce there? >> I think a couple of reasons. First, the hypothesis of coming together was all very customer centric. Customers wanted fewer more strategic partners. They ultimately from infrastructure, want Mohr integration. Mohr automation. They wanted a CZ. Pat said yesterday on states they wantto look upto absent data and somebody else worry about looking down and taking care of the infrastructure. So the hypothesis was very strong. Michael had a bold vision, but the boldness of actually execute on that vision as well, I would say second we have. Yeah, while the cultures, in terms of how things got done were a bit different, the values were frankly not just similar. They were identical. We may have talked about this before, but When we did the integration planning, we actually surveyed half the population of about Delanie emcee. The top five values in order were the same from both team members. Focus on customers Act with integrity. Collaborate When is a team results? Orientation? It was phenomenal. I would say. You know, third, it's just the moment in time. Uh, and it's really a continuation. You think about the ten year partnership that Dell and GMC had back in the two thousands that actually helped us get to know each other, how we worked and helped form those shared values. So and then, finally, approximate one hundred fifty thousand team members signed up to the mission. You know, the tech industry is starved for star for tech talent. On the fact of the matter would that we have approximately one hundred fifty thousand team members of prostate all technologies signed up to our vision, signed upto our strategy, executing every day on behalf of customers. It's just awesome to see >> So digital transformation, of course, is the big buzz word. So we're gonna put on you guys what do you do it for your own digital transformation? You know, proof of the pudding. What gives you the right to even talk about that? What do you doing? Internal? >> Yeah, you know, it's a great question. And to your point, we talked with customers all the time. In addition to looking after our services businesses worldwide, I also am responsible for Del Digital inside of Del Technologies. That's our organization. We purposely named Adele Digital because we are on our digital journey as well. And so we are transforming everything that we do the way we do. We actually call it the Del Digital Way. We've had a couple of nice breakouts. Our booth in the showcase has got Ted talk style conversations around this, and it's really embracing this notion of agile, balanced team's getting close to the business, actually, the business in the dojo, with our developers moving more to a product orientation versus a project orientation, and it's really focused on outcomes on T. You hear us talk about this all the time. Technology strategy is now business strategy, and whether it's in sales or marketing or services. Doug's doing great work and support assist using telemetry and artificial intelligence and machine learning recommendation engines in our dotcom. The on boarding within hours. Now with what we used to take weeks with our business customers in our premier portal, Wei are looking at every opportunity everything from the introduction of bots and our p a all the way through machine learning. Aye aye and true digital transformation. We are walking that talk. >> Really? You're going hard after our p A. That's what Do Yu result. We've >> actually been doing arpa for many, many years and for you know, especially when you have a complex system complex ecosystem As you're rewriting and developing either re platform, every factoring or cloud native, you still got to get work done. So I'll give you a great example. You know, in a online world of today, it's amazing to know that we still get millions of orders by email and facts. And instead of outsourcing that and having humans retyped the order, we just have robotics, read it automatically translated. And >> so the narrative in the media you hear a lot of coordination is going to kill jobs. But I've talked to several our customers and they've all said the opposite. We love this because it's replacing mundane tasks it allows us to do other things. What's your experience you are >> spot on? I'm a technology optimist, and I believe that a machine learning robotics will do the task that humans are either not good at or don't want to do or don't like to do and allow humans to be more human. Creative thinking, creative problem solving, human empathy, human compassion. That's what humans are good at. And we need more people focused on those things and not row test. >> One of the things that Michael Dell on key themes in The Kino Day one and Day two in some day. Three lot of societal impacts of I Love That's kind of touchy feely. But the reality is of Reese killing people. The skills gap is still a huge thing. Culture in the Enterprise is moving to a cloud operation was his favors your strategy of end to end consistent operational excellence as well as you know, data driven, you know, value of the AP player. Great straight, but we've been seeing in the queue with same thing for years. Horizontally, scaleable, vertically specialized in all industries. Yeah, with data center so good. Good strategy, gaps in culture and skills are coming up How are you guys doing services? You mean you've got a lot of people on them on the streets? A lot of people that need to learn more about a I dashboards taking the automation, flipping a new opportunity to create a value for people in the workplace. We >> have this conversation continuously inside of our teams and inside of our company. Look, we have a responsibility to make sure that we bring everybody along this journey. It starts by painting the vision being that technology optimist. Technology is a force for good on how do we apply the technology and the digitization and, you know, creating our digital future, bringing our team members along. So setting that vision, it is about culture behavior. Set the tone from the top. But we also have a responsibility and retraining and re skilling and bringing you know, team members. New opportunities, new ways to learn our education services team, for example. You see it here, the certifications, the accreditations. We do the hands on labs that we do. It's all about allowing opportunities for people to up skill, learn new skills, learn new opportunities that are available, and customers need this higher value. Helping support? What >> about the transformation that's been impacting the workflow on work streams of your services group with customers as they are? Maybe not as far ahead as you guys are on the transformation. Maybe they're They're cloud native in one area kind of legacy in the other. How was the impact of delivering services? One. Constructing them services, formulating the right products and service mix to delivering the value. How is technology change that you mentioned Rp? What if some of the highlights in your mind >> Well, it's It's a journey and you know it. Mileage varies here, right? Depends on what you're trying to accomplish, but we never do wrong by focusing on what's right for the customers. So what our customers looking for? What are their business outcomes they're looking for? Uh, here's a great example in the unified workspace. You know, we've been doing PC has a service for a while even before PC has a service. We're delivering outcomes, delivering Peces, doing some factory into get gration Cem image management, lifecycle management deployment services. But now what we've done is really taken not just the end and view, but we packaged it and integrated it into a single solution offering across the life cycles. So now, once we understand the the customer and users personas weaken factory, image the configuration, ship it to the team members deaths not just to a doctor the place but right to the team members desk have auto deployment auto support telemetry back and manage that life cycle, we package that up now. End to end this a new capability that customers are really looking for >> before I know. Do you have a question? I want to get your reaction to a quote I'm reading from an analyst. Bigtime firm New Solutions launched at Del. World Show that worked to align seven businesses for the last eighteen months is starting to pay off. We just talked about that. Cross Family Solutions minimizes time on configurations and maintenance, which opens up incremental, total addressable market and reduces complexity. Michael Dell yesterday said that there's a huge swath of market opportunity revenue wise in kind of these white space gap areas that were servicing, whether its image on PCs and you kind of mentioned peces of service analysts. E this is tam expansion, your common reaction. >> I couldn't say it better myself and look. The to integrate solutions we announced this week is a great example of that of the seams. It's workspace won its security from SecureWorks. It's the you know, del Endpoint management capabilities. It's the PC hardware itself. It's the services life cycle from Pro support Pro Deploy Pro Manage, all integrated in the end and easily Mohr consumable were even Do any are consulting business with our new pro consult advisory offer offer. But look at the Del Technologies Cloud del Technology infrastructure. With VM wear we'LL be adding PC after as a service. On top of that, this is exactly what customers >> So what's your marching orders to the team? Take that hill. Is it a new hills? The same hill? What's the marching orders down to the >> teaching orders is Get out and visit customers every single day. Make sure we understand how our technology and services are being utilized, consumed and impacted. And where do we add more value over time? >> So I wantto askyou for from a customer standpoint, we were talking about digital transformation earlier, and, you know the customer's always right is the bromide. You guys are very customer focused However, when it comes to digital, a lot of customers is somewhat complacent about obviously technology companies like yours embrace digital transformation. But I hear from a lot of companies. Well, we're doing really well. You know, I'm gonna be long gone, but before this really disrupts my industry, it's somewhat of a concern. Now, do you see that? And and how do you I mean, I think one of the reasons just so successful in your careers you take on hard problems and you don't freak out about it. You just have a nice even keel. What do you do when Because you reached you encounter that complex, Eddie, do you coach them through it? You just say okay. Customer's always right. But there's a concern that they'LL get disrupted in there. Your customer, they're spending money with you today. So how do you get through breakthrough? That complacence >> adds a great question and you know, one of the other marching orders I give tow my team is that things were going so well is time to change. And so this is what we have to take to our customers as well. And, uh, look, way have to be respectful about it. But we also have to be true telling, and so we will meet with our customers, hear them out and where they're doing well, well pointed up. But where they're not or where we've got different examples, we'LL just lead by example our own internal example, other customer examples in a very respectful way, but in a very direct way, especially at the senior levels where that's what they need to hear sometimes. >> So you have a question, because I got I wantto sort of switch topics like >> one of us falls on the one problem statement I heard it was really announces a problem statement, but it was a theme throughout all the breakout sessions in the keynotes, and you guys are aware of it. So it's not a surprise to the Del senior people. You guys recognize that as things are going well on the acquisition and the integration tell technologies there's still a focus on still working better with customers taking away the friction of doing business with del technologies. It's a hard problem statement. You guys are working the problem. What's your view on that? Because we hear that from your customers and partners we'd love work with. Kelly's going to get easier. We >> still have more work to do. Actually, Karen Contos and I are partnered up our chief customer officer on easy doing business and look it it. We are a complex company. We have a lot of different business units. Technologies brands were working toe, bring them together, and Mohr integrate solutions like we saw this week. But we still can be complex, sometimes in front of our customers, and we're working on that. It's a balance because on the one hand, customers want Maura line coordinated, sometimes single hand to shake. We get that. But the balance is they also want access to the right subject matter experts at the right time. And we don't want Teo inhibit that either. Either way, so whether it's with our customers directly with our partners were on that journey, we will find the right balance here. We've got new commercial contract mechanisms in place now to unify our Cordelia, AMC as we're packaging Mohr VM were content more security content into the offer and be able to delivered is a package solution. In one quote one order one service dogs doing some great thing and in the back end of services connecting our service request systems are CR M systems, actually, even with VM wear and Cordelia emcee technicians co locating and support centers to solve the custom of customers problem in one call, not in three calls. We still have a ways to go, but we are making progress. >> So I wanted to switch gears a little bit, and you and I, Howard have known each other for decades, and you've never wanted to talk about yourself. You always wanna talk about the team, your customers, your company. But I wanted to talk about your career a little bit because John Ferrier did an interview with John Chambers, and it was an amazing interview. We talked about when he was, you know, Wang and one one twenty eight. There is no entitlement, and you've seen a lot of the waves. You started out your career, your electrical engineer back when, you know that was like *** physics assembly language. It was sort of the early days of computer science, awesome, and then you had a number of different roles. You as I mentioned there was digital, there was compact. It was h p and then you'LL Forget RadioShack Radio second. Alright, That's right, Theo PC days on. And then you joined the emcee in two thousand three, which which marked the next era. We were coming out of the dot com boom, and You and Joe Tucci and a number of other executives built, you know, and the amazing next chapter of AMC powerhouse. And then now you're building the next new chapter with Del. You've really seen a lot of major industry shift you see have been on the wave. I wonder if you could reflect on that. Reflect on your career a little bit for our audience. >> I'm just amazed and blessed to be where I am. I couldn't be more pleased. Sometimes I wonder how even got here. But when I do reflect back, it is my love of the technology. It's my love of what technology Khun do for businesses, for customers, for consumers and, frankly, my love of the customer interaction. This is, you know, from that first time in the Radio Shack retail store and you know, the parent coming in and learning about this new TRS eighty and I've heard about this and what does this really mean and being able to help that person understand the use of the technology? How Teo, you make it happen for them, it has always given me great satisfaction. And so, you know, from those early days and I've worked with a lot of great people that I just, you know, listen and learn from over the time. But, you know, when I mentor, you know, people coming up in their career, I always say, Look, you know, it's not at work. If you get up every morning, you love what you do, you see the impact that you make you'LL like the people you're working with. You're making a little money and having some fun on DH. Those things have always been true for me. I have been so lucky and so blessed in life to be able to have that be the case >> and your operational to you understand, make operations work, solve problems, Day pointed out. It's been great for my first basic program I wrote was on a TRS eighty in high school. So thank you for getting those out here and then I've actually bought a Tandy, not an IBM with a ten Meg Hard drive. I bought my motive. Peces Unlimited. Some small company that was selling modems at the time. Michael, remember those date Howard? Great to have you on The key was the Distinguished Cube alumni. Great career and always we got We got it all documented. We have all the history. There you go, calling the shots. Howard Elias calling the future, predicting it and executing it Living is living the dream here in the Cube More keep coverage here, del technology world after >> this short break
SUMMARY :
Brought to you by Del Technologies This is our tenth year If you count DMC World twenty ten first ever Cube event where Always great to be back with you. from true private private cloud to, you know, C. You're on the team leading the effort with your partner in crime Appreciate the opportunity to be back with with you, But the key on all the conversations we had on this was and we'LL get to the current that we're gaining market share across the board, and we had a hypothesis with, you know, A fair amount of overlap, you know, So the hypothesis was very strong. So we're gonna put on you guys what do you do it for your own Yeah, you know, it's a great question. You're going hard after our p A. That's what Do Yu result. actually been doing arpa for many, many years and for you know, especially when you have a complex so the narrative in the media you hear a lot of coordination is going to kill jobs. And we need more people focused on those things and not row test. Culture in the Enterprise is moving to a cloud on how do we apply the technology and the digitization and, you know, How is technology change that you mentioned Rp? Well, it's It's a journey and you know it. space gap areas that were servicing, whether its image on PCs and you kind of It's the you know, del Endpoint management capabilities. What's the marching orders down to do we add more value over time? And and how do you I mean, I think one of the reasons just so successful adds a great question and you know, one of the other marching orders I give tow my team but it was a theme throughout all the breakout sessions in the keynotes, and you guys are aware of it. more security content into the offer and be able to delivered is a We talked about when he was, you know, Wang and one one twenty lot of great people that I just, you know, listen and learn from over the time. Great to have you on The key was the Distinguished Cube alumni.
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Ravi Pendekanti, Dell EMC & Glenn Gainor, Sony Innovation Studios | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Las Vegas. Lisa Martin with John Ferrier. You're watching the Cube live at Del Technologies World twenty nineteen. This is our second full day of Double Cube set coverage. We've got a couple of we're gonna really cool conversation coming up for you. We've got Robbie Pender County, one of our alumni on the cue back as VP product management server solutions. Robbie, Welcome back. >> Thank you, Lisa. Much appreciated. >> And you brought some Hollywood? Yes. Glenn Glenn ER, president of Sony Innovation Studios. Glenn and welcome to the Cube. >> Thank you very much. It's great to be here. >> So you are love this intersection of Hollywood and technology. But you're a filmmaker. >> Yeah. I have been filming movies for many years. Uh, I started off making motion pictures for many years. Executive produced him and over so production for them at one of our movie labels called Screen Gems, which is part of Sony Pictures. >> Wait a tremendous amount of evolution of the creative process being really fueled by technology and vice versa. Sony Innovation Studios is not quite one year old. This is a really exciting venture. Tell us about that and and what the the impetus was to start this company. >> You know that the genesis for it was based out of necessity because I looked at a nice Well, you know, I love making movies were doing it for a long time. And the challenge of making good pictures is resource is and you never get enough money believing not you never get enough money and never get enough time. That's everybody's issue, particularly time management. And I thought, Well, you know, we got a pretty good technology company behind us. What if we looked inward towards technology to help us find solutions? And so innovation studios is born out of that idea on what was exciting about it was to know that we had, uh, invited partners to the game right here with Del so that we could make movies and television shows and commercials and even enterprise solutions leaning into state of the art and cutting edge technology. >> And what some of the work prize and you guys envision coming out this mission you mentioned commercials. TV is it going to be like an artist's studio actor? Ackerson Ball is Take us through what this is going to look like. How does it get billed out? >> I lean into my career as a producer. To answer that one and say is going to enable that's one of the greatest things about being a producer is enabling stories, uh, inspiring ideas to be Greenland. That may not have been able to be done so before. And there's a key reason why we can't do that, because one of our key technologies is what we call the volumetric image acquisition. That's a lot of words. You probably say. What the heck is that? But a volumetric image acquisition is our ability to capture a real world, this analog world and digitize it, bring it into our servers using the power of Del and then live in that new environment, which is now a virtual sets. And that virtual set is made out of billions and trillions in quadrillions of points, much like the matter around us. And it's a difference because many people use pixels, which is interpretation of like worry, using points which is representative of the world around us, so it's a whole revolutionary way of looking at it. But what it allows us to do is actually film in it in a thirty K moving volume. >> It's like a monster green screen for the world. Been away >> in a way, your your your your action around it because you have peril X so these cameras could be photographing us. And for all you know, we may not be here. Could be at stage seven at Innovation Studios and not physically here, but you couldn't tell it. If >> this is like cloud computing, we talking check world, you don't the provisional these resource is you just get what you want. This is Hollywood looking at the artistry, enabling faster, more agile storytelling. You don't need to go set up a town and go get the permit. All the all the heavy lifting you're shooting in this new digital realm. >> That's right. Exactly. Now I love going on location on. There's a lot to celebrate about going on location, but we can always get to that location. Think of all the locations that we want to be in that air >> base off limits. Both space, the one I >> haven't been, uh, but but on said I've been I've walked on virtual moons and I've walked on set moons. But what if we did a volumetric image acquisition of someone set off the moon? Now we have that, and then we can walk around it. Or what if there's a great club, a nightclub? This says guys want you shoot here, but we have performances Monday night, Tuesday night, Wednesday night there. You know they have a job. What if we grab that image, acquired it, and then you could be there anytime you want. >> Robbie, we could go for an hour here. This is just a great comic. I >> completely agree with you. >> The Cube. You could. You could sponsor a cube in this new world. We could run the Q twenty four seven. That's absolutely >> right. And we don't even have >> to talk about the relationship with Dale because on Del Technologies, because you're enabling new capabilities. New kind of artistry was just totally cool. Want to get back to the second? But you guys were involved. What's your role? How do you get involved? Tell the story about your >> John. I mean, first and foremost one of things that didn't Glendon mention is he's actually got about fifty movies to his credit. So the guy actually knows this stuff, so which is absolutely fantastic. So we said, How do you go take average to the next level? So what else is better than trying to work something out, wherein we together between what Glenn and Esteem does at the Sony Innovation Labs for Studio Sorry. And as in Dead Technologies could do is to try and actually stretch the boundaries of our technology to a next tent that when he talks about kazillion bytes of data right one followed the harmony of our zeros way have to be able to process the data quickly. We have to be able to go out and do their rendering. We probably have to go out and do whatever is needed to make a high quality movie, and that, I think, in a way, is actually giving us an opportunity to go back and test the boundaries of their technology. They're building, which we believe this is the first of its kind in the media industry. If we can go learn together from this experience, we can actually go ahead and do other things in other industries. To maybe, and we were just talking about how we could also take this. He's got his labs here in Los Angeles, were thinking maybe one of the next things we do based on the learnings we get, we probably could take it to other parts of the world. And if we are successful, we might even take it to other industries. What if we could go do something to help in this field of medicine? >> It's just thinking that, right? Yes. >> Think about it. Lisa, John. I mean, it's phenomenal. I mean, this is something Michael always talks about is how do we as del technologies help in progress in the human kind? And if this is something that we can learn from, I think it's going to be phenomenal. >> I think I think that's so interesting. Not only is that a good angle for Del Technologies, the thing that strikes me is the access toe artist trees, voices, new voices that may be missed in the prop the vetting process the old way. But, you know, you got to know where we're going. No, in the Venture Capital way seen this with democratization of seed labs and incubators, where, if you can create access to the story, tells on the artists we're gonna have one more exposure to people might have missed. But also as things change, like whether it's Ray Ray beaming and streaming, we saw in the gaming side to pull a metric or volumetric things. You're gonna have a better canvas, more paint brushes on the creative side and more. Artist. Is that the mission to get AC, get those artists in there? Is it? Is that part of the core mission submission? Because you're going to be essentially incubating new opportunities really fast. >> It's, uh, it's very important to me. Personally. I know it speaks of the values of both Sony and L. I like to call it the democratization of storytelling. You know, I've been very blessed again, a Hollywood producer, and we maybe curate a certain kind of movie, a certain kind of experience. But there's so many voices around the world that need to be hurt, and there are so many stories that otherwise can't be enabled. Imagine a story that perhaps is a unique >> special voice but requires distance. It requires five disparate locations Perhaps it's in London, Piccadilly Circus and in Times Square. And perhaps it's overto Abu Dhabi on DH Libya somewhere because that's part of the story. We can now collapse geography and bring those locations to a central place and allow a story to be told that may not otherwise have been able to be created. And that's vital to the fabric of storytelling worldwide's >> going change the creative process to you don't have to have that waterfall kind of mentality like we don't talk about intact. You're totally distributed content, decentralized, potentially the creative process going change with all the tools and also the visual tools. >> That's right. It's >> almost becoming unlimited. >> You wanted to be unlimited. You want the human spirit to be unlimited. You want to be able to elevate people on. That's the great thing about what we're trying to achieve and will achieve. >> It is your right. I mean, it is interesting, you know, we were just talking about this, too. Uh, we're in, you know, as an example. Shock tank. Yes, right. I mean, they obviously did it. The filming and stuff, and then they don't have the access. Let's say to the right studio. But the fact is, they had all this done. Andi, you know, they had all the rendering they had captured. Already done. You could now go out and do your chute without having all the space you needed. >> That's right. In the case of Shark Tank, which shoots a Sony Pictures studios, they knew they had a real estate issue. The fact of the matter is, there's a limited amount of sound stages around the world. They needed to sound stages and only had access to one. So we went in and we did a volumetric image acquisition of their exit interview stage. They're set. And then when it came time to shoot the second half a season ten, one hundred contestants went into a virtual set and were filmed in that set. And the funny thing is, one of the guys in the truck you know how you have the camera trucks and, you know, off offstage, he leaned into the mike. Is that you guys, could you move that plant a couple inches to the left and somebody said, Uh, I don't think we can do it right now, he said, We're on a movie lot. You could move a plant. They said No, it's physically not there. We're on innovation studios goes Oh, that's right. It's virtual mind. >> So he was fooled. >> He was pulled. In a way, we're >> being hashing it out within a team. When we heard about some of the things you know Glenn and Team are doing is think about this. If you have to teach people when we are running short of doctors, right? Yeah, if you could. With this technology and the learnings that come from here, if you could go have an expert surgeon do surgery once you're captured, it would be nice. Just imagine, to take that learning, go to the new surgeons of the future and trained them and so they can get into the act without actually doing it. So my point and all this is this is where I think we can take technology, that next level where we can not only learn from one specific industry, but we could potentially put it to human good in terms of what we could to and not only preparing the next of doctors, but also take it to the next level. >> This was a great theme to Michael Dell put out there about these new kinds of use case is that the time is now to do before. Maybe you could get there technology, but maybe aspirational. Hey, let's do it. I could see that, Glenn, I want to ask you specifically. The time is now. This is all kind of coming together. Timing's pretty good. It's only gonna get better. It's gonna be good Tech, Tech mojo Coming for the creative side. Where were we before? Because I can almost imagine this is not a new vision for you. Probably seen it now that this house here now what was it like before for, um and compare contrast where you were a few years ago, maybe decades. Now what's different? Why? Why is this so important >> for me? There's a fundamental change in how we can create content and how we can tell stories. It used to be the two most expensive words in the movie TV industry were what if today that the most important words to me or what if Because what if we could collapse geography? What if we could empower a new story? Technology is at a place where, if we can dream it. Chances are we can make it a reality. We're changing the dynamics of how we may content. He used to be lights, action camera. I think it's now lights, action, compute power action, you know, is that kind of difference. >> That is an amazing vision. I think society now has opportunities to kind of take that from distance learning to distance connections, the distance sharing experiences, whether it's immersion, virtual analog face, the face could really be powerful. Yeah, >> and this is not even a year old. >> That's right. >> So if you look at your your launch, you said, I think let june fourth twenty eighteen. What? Where do you go from here? I mean, like we said, this is like, unlimited possibilities. But besides putting Robbie in the movie, naturally, Yes, of course I have >> a star here >> who? E. >> So I got to say he's got star power. >> What's what's next year? Exactly? >> Very exciting. I will say we have shark tank Thie Advanced Imaging Society gives an award for being the first volume met you set ever put out on the airwaves. Uh, for that television show is a great honor. We have already captured uh, men in black. We captured a fifty thousand square foot stage that had the men in black headquarters has been used for commercials to market the film that comes out this June. We have captured sets where television shows >> and in hopes, that they got a second season and one television show called up and said, Guys, we got the second season so they don't have to go back to what was a very expensive set and a beautiful set >> way captured that set. It reminds me of a story of productions and a friend of mine said, which is every year. The greatest gift I have is building a beautiful set and and to me, the biggest challenges. When I say, remember that sent you built four years ago? I need that again. Now you can go >> toe. It's hard to replicate the exact set. You capture it digitally. It lives. >> That's exactly it. >> And this is amazing. I mean, I'd love to do a cube set into do ah, like a simulcast. Virtually. >> So. This is the next thing John and Lisa. You guys could be sitting anywhere going forward >> way. You don't have to be really sitting here >> you could be doing. What do you have to do? And, you know, you got everything rendered >> captured. We don't have to come to Vegas twenty times a year. >> We billed upset once. You >> know you want to see you here believing that So I'LL take that >> visual is a really beautiful thing. So if we can with hologram just seeing people doing conscious with Hollywood. Frank Zappa just did a concert hologram concert, but bringing real people and from communities around the world where the localization diversity right into a content mixture is just so powerful. >> Actually, you said something very interesting, John, which is one of the other teams to which is, if you have a globally connected society and he wanted try and personalize it to that particular nation ethnicity group. You can do that easily now because you can probably pop in actors from the local area with the same. Yeah, think about it. >> It's surely right. >> There's a cascade of transformations that that this is going Teo to generate. I mean just thinking of how different even acting schools and drama schools will be well, teaching people how to behave in these virtual environments, right? >> How to immerse themselves in these environments. And we have tricks up our sleeves that Khun put the actor in that moment through projection mapping and the other techniques that allow filmmakers and actors to actually understand the world. They're about to stepped in rather than a green screen and saying, OK, there's going to be a creature over here is gonna be blue Water falls over there will actually be able to see that environment because that environment will exist before they step on the stage. >> Well, great job the Del Partnership. On my final question, Glenn, free since you're awesome and got a great vision so smart, experienced, I've been really thinking a lot about how visualization and artistry are coming together and how disciplines silo disciplines like music. They do great music, but they're not translating to the graphics. It was just some about Ray tracing and the impact with GP use for an immersive experiences, which we're seeing on the client side of the house. It del So you got the back and stuff you metrics. And so, as artist trees, the next generation come up. This is now a link between the visual that audio the storytelling. It's not a siloed. >> It is not >> your I want to get your vision on. How do you see this playing out and your advice for young artists? That might be, you know, looked as country. What do you know? That's not how we do it. >> Well, the beautiful thing is that there are new ways to tell stories. You know, Hollywood has evolved over the last century. If you look at the studios and still exist, they have all evolved, and that's why they do exist. Great storytellers evolved. We tell stories differently, so long as we can emotionally relate to the story that's being told. I say, Do it in your own voice. The cinematic power is among us. We're blessed that when we look back, we have that shared experience, whether it's animate from Japan or traditional animation from Walt Disney everybody, she shares a similar history. Now it's opportunity to author our new stories, and we can do that and physical assets and volumetric assets and weaken blend the real and the unreal. With the compute power. The world is our oyster. >> Wow, >> What a nice >> trap right there. >> Exactly. That isn't my job. The transformation of of Hollywood. What it's really like the tip of the iceberg. Unlimited story potential. Thank you, Glenn. Thank you. This has been a fascinating cannot wait to hear, See and feel and touch What's next for Sony Animation studios With your technology power, we appreciate your time. >> Thank you. Thank you both. Which of >> our pleasure for John Carrier? I'm Lisa Martin. You're watching the Cube lie from Del Technologies World twenty nineteen We've just wrapped up Day two we'LL see you tomorrow.
SUMMARY :
Brought to you by Del Technologies We've got Robbie Pender County, one of our alumni on the cue back as VP product management And you brought some Hollywood? It's great to be here. So you are love this intersection of Hollywood and technology. I started off making motion pictures for many years. to start this company. You know that the genesis for it was based out of necessity because I looked at a nice And what some of the work prize and you guys envision coming out this mission you mentioned commercials. To answer that one and say is going to enable that's It's like a monster green screen for the world. And for all you know, we may not be here. this is like cloud computing, we talking check world, you don't the provisional these resource is you just get what you want. Think of all the locations that we want to be Both space, the one I What if we grab that image, acquired it, and then you could be there anytime you want. Robbie, we could go for an hour here. We could run the Q twenty four seven. And we don't even have Tell the story about your So we said, How do you go take average to the next level? It's just thinking that, right? And if this is something that we can learn from, I think it's going to be phenomenal. Is that the mission to get AC, get those artists in there? I know it speaks of the values of both Sony and may not otherwise have been able to be created. going change the creative process to you don't have to have that waterfall kind of mentality like we don't talk about That's right. on. That's the great thing about what we're trying to achieve and will achieve. I mean, it is interesting, you know, we were just talking about this, in the truck you know how you have the camera trucks and, you know, off offstage, he leaned into the mike. In a way, we're the next of doctors, but also take it to the next level. I could see that, Glenn, I want to ask you specifically. We're changing the dynamics of how we may content. I think society now has opportunities to kind of take that from distance learning to So if you look at your your launch, you said, I think let june fourth twenty eighteen. had the men in black headquarters has been used for commercials to market the film that comes out this The greatest gift I have is building a beautiful set and and to me, It's hard to replicate the exact set. I mean, I'd love to do a cube set into do ah, like a simulcast. So. This is the next thing John and Lisa. You don't have to be really sitting here What do you have to do? We don't have to come to Vegas twenty times a year. You So if we can with hologram just seeing people doing conscious if you have a globally connected society and he wanted try and personalize it There's a cascade of transformations that that this is going Teo to generate. OK, there's going to be a creature over here is gonna be blue Water falls over there will actually be able to see It del So you got the back and stuff you metrics. How do you see this playing out and your advice for young artists? You know, Hollywood has evolved over the last century. What it's really like the tip of the iceberg. Thank you both. World twenty nineteen We've just wrapped up Day two we'LL see you tomorrow.
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Ravi Pendakanti, Dell EMC & Glenn Gainor, Sony Innovation Studios | Dell Technologies World 2019
>> Live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Las Vegas. Lisa Martin with John Ferrier. You're watching the Cube live at Del Technologies World twenty nineteen. This is our second full day of Double Cube set coverage. We've got a couple of we got a really cool conversation coming up for you. We've got Robbie Pender County, one of our alumni on the cue back as VP product management server solutions. Robbie, Welcome back. >> Thank you, Lisa. Much appreciated. >> And you brought some Hollywood? Yes, Glenn Glenn er, president of Sony Innovation Studios. Glenn and welcome to the Cube. >> Thank you very much. It's great to be here. >> So you are love this intersection of Hollywood and technology. But you're a filmmaker. >> Yeah, I have been filming movies for many years. I started off making motion pictures for many years. Executive produced him and oversaw production for them at one of our movie labels called Screen Gems, which is part of Sony Pictures. >> Wait a tremendous amount of evolution of the creative process being really fueled by technology and vice versa. Sony Innovation Studios is not quite one year old. This is a really exciting venture. Tell us about that and and what the The impetus was to start this company. >> You know that the genesis for it was based out of necessity because I looked at a nice Well, you know, I love making movies were doing it for a long time. And the challenge of making good pictures is resource is and you never get enough money. Believe or not, you never get enough money and never get enough time. That's everybody's issue, particularly time management. And I thought, Well, you know, we got a pretty good technology company behind us. What if we looked inward towards technology to help us find solutions? And so innovation studios is born out of that idea on what was exciting about it was to know that we had, uh, invited partners to the game right here with Del so that we could make movies and television shows and commercials and even enterprise solutions leaning into state of the art and cutting edge technology. >> And what some of the work private you guys envision coming out this mission you mentioned commercials TV. Is it going to be like an artist's studio actor actress in ball is take us through what this is going to look like. How does it get billed out? >> I lean into my career as a producer. To answer that one and say is going to enable that's one of the greatest things about being a producer is enabling stories, uh, inspiring ideas to be green lit that may not have been able to be done so before. And there's a key reason why we can't do that, because one of our key technologies is what we call the volumetric image acquisition. That's a lot of words. You probably say. What the heck is that? But a volumetric image acquisition is our ability to capture a real world, this analog world and digitize it, bring it into our servers using the power of Del and then live in that new environment, which is now a virtual sets. And that virtual set is made out of billions and trillions in quadrillions of points, much like the matter around us. And that's a difference because many people use pixels, which is interpretation of like we're using points which is representative of the world around us, so it's a whole revolutionary way of looking at it. But what it allows us to do is actually film in it in a thirty K moving volume. >> It's like a monster green screen for the world. Been away >> in a way, you're you're you're interaction around it because you have peril X, so these cameras could be photographing us. And for all you know, we may not be here. Could be at stage seven at Innovation Studios and not physically here, but you couldn't tell the >> difference. This is like cloud computing. We talking check world, you don't the provisional these resource is you just get what you want. This is Hollywood looking at the artistry, enabling faster, more agile storytelling. You don't need to go set up a town and go get the permit. All the all the heavy lifting you're shooting in this new digital realm. >> That's right. Exactly. Now I love going on location on There's a lot to celebrate about going on location, but we can always get to that location. Think of all the locations that we want to be in that air >> base off limits. Both space, the one I >> haven't been, uh, but but on said I've been I've walked on virtual moons and I've walked on set moons. But what if we did a volumetric image acquisition of someone set off the moon? Now we have that, and then we can walk around it. Or what if there's a great club, a nightclub? This says guys and wanted to shoot here. But we have performances Monday night, Tuesday night, Wednesday night there. You know they have a job. What? We grabbed that image acquired it. And then you could be there anytime you want. >> Robbie, we could go for an hour here. This is just a great comic. I >> completely agree with >> you. The Cube. You could You could sponsor a cube in this new world. We could run the Q twenty four seven is absolutely >> right. And we don't even have >> to talk about the relationship with Dale because on Del Technologies, because you're enabling new capabilities. New kind of artistry, just totally cool. Want to get back to the second? But you guys were involved. What's your role? How do you get involved? Tell the story about your >> John. I mean, first and foremost one of the things didn't Glendon mention is he's actually got about fifty movies to his credit. So the guy actually knows this stuff. So which is absolutely fantastic. So we said, How do you go take coverage to the next level? So what else is better than trying to work something out, wherein we together between what Glenn and Esteem does at the Sony Innovation Labs for Studio Sorry. And as in Dead Technologies could do is to try and actually stretch the boundaries of our technology to a next tent that when he talks about kazillion bytes of data right one followed by harmony, our zeros. We have to be able to process the data quickly. We have to be able to go out and do their rendering. We probably have to go out and do whatever is needed to make a high quality movie, and that, I think, in a way, is actually giving us an opportunity to go back and test the boundaries of their technology. They're building, which we believe this is the first of its kind in the media industry. If we can go learn together from this experience, we can actually go ahead and do other things in other industries do. Maybe. And we were just talking about how we could also take this. He's got his labs here in Los Angeles, were thinking maybe one of the next things we do based on the learning to get. We probably could take it to other parts of the world. And if we are successful, we might even take it to other industries. What if we could go do something to help in this field of medicine? >> It's just thinking that, right? Yes. Think >> about it. Lisa, John. I mean, it's phenomenal. I mean, this is something Michael always talks about is how do we as del technologies help in progress in the human kind? And if this is something that we can learn from, I think it's going to be phenomenal. >> I think I think that's so interesting. Not only is that a good angle for Del Technologies, the thing that strikes me is the access to artist trees, voices, new voices that may be missed in the prop the vetting process the old way. But, you know, you got to know where we're going. No, in the venture, cobble way seen this with democratization of seed labs and incubators where, if you can create access to the story, tells on the artists we're gonna have one more exposure to people might have missed. But also as things change, like whether it's Ray Ray beaming and streaming we saw in the gaming side to volumetric or volumetric things, you're gonna have a better canvas, more paint brushes on the creative side and more action. Is that the mission to get AC Get those artists in there? Is it? Is that part of the core mission submission? Because you're going to be essentially incubating new opportunities really fast. >> It's, uh, it's very important to me. Personally. I know it speaks of the values of both Sony and L. I like to call it the democratization of storytelling. You know, I've been very blessed again, a Hollywood producer, and we maybe curate a certain kind of movie, a certain kind of experience. But there's so many voices around the world that need to be hurt, and there are so many stories that otherwise can't be enabled. Imagine a story that perhaps is >> a unique special voice but requires distance. It requires five disparate locations. Perhaps it's in London Piccadilly Circus and in Times Square. And perhaps it's overto Abu Dhabi on DH Libya somewhere because that's part of the story. We can now collapse geography and bring those locations to a central place and allow a story to be told that may not otherwise have been able to be created. And that's vital to the fabric of storytelling. Worldwide >> is going to change the creative process to You don't have to have that waterfall kind of mentality like we don't talk about intact. You're totally distributed content, decentralized, potentially the creative process going change with all the tools and also the visual tools. >> That's right. It's >> almost becoming unlimited. >> You want it to be unlimited. You want the human spirit to be unlimited. You want to be able to elevate people on. That's the great thing about what we're trying to achieve and will achieve. >> It is your right. I mean, it is interesting, you know, we were just talking about this too. We're in, you know, as an example, shock tank. Yes, right. I mean, they obviously did it the filming and stuff, and then they don't have the access, let's say to the right studio, but The fact is, there had all this done on DH. No, they had all the rendering. They had the captured already done. You could now go out and do your chute without having all the space you needed. >> That's right. In the case of Shark Tank, which shoots a Sony Pictures studios, they knew they had a real estate issue. The fact of the matter is, there's a limited amount of sound stages around the world. They needed to sound stages and only had access to one. So we went in and we did a volumetric image acquisition of their exit interview stage. They're set. And then when it came time to shoot the second half a season ten, one hundred contestants went into a virtual set and were filmed in that set. And the funny thing is, one of the guys in the truck you know how you have the camera trucks and, you know, off offstage, he leaned into the mike. Is that you guys, could you move that plant a couple inches to the left and somebody said, Uh, I don't think we can do it right now, he said. We're on a movie lot. You could move a plant. They said, No, it's physically not there. We're on innovation studios goes Oh, that's right. It's virtual mind. >> So he was fooled. >> He was pulled. In a way, we're >> being hashing it out within a team. When we heard about some of the things you know Glenn and Team are doing is think about this. If you have to teach people when we are running short of doctors, right? Yeah, if you could. With this technology and the learnings that come from here, if you could go have an expert surgeon do surgery once you're captured, it would be nice. Just imagine, to take that learning, go to the new surgeons of the future and trained them and so they can get into the act without actually doing it. So my point in all this is this is where I think we can take technology, that next level where we can not only learn from one specific industry, but we could potentially put it to human good in terms of what we could to and not only preparing the next of doctors, but also take it to the next level. >> This was a great theme to Michael Dell put out there about these new kinds of use case is that the time is now to do before. Maybe you couldn't get there with technology, but maybe aspirational, eh? Let's do it. I could see that. Glenn, I want to ask you specifically. The time is now. This is all kind of coming together. Timing's pretty good. It's only gonna get better. It's gonna be good. Tech, Tech mojo Coming for the creative side. Where were we before? Because I could almost imagine this is not a new vision for you. Probably seen it now that this house here now what was it like before for, um and compare contrast where you were a few years ago, maybe decades. Now what's different? Why? Why is this so important? >> You know, for me, there's a fundamental change in how we can create content and how we can tell stories. It used to be the two most expensive words in the movie TV industry were what if today that the most important words to me or what if Because what if we could collapse geography? What if we could empower a new story? Technology is at a place where if we can dream it. Chances are we can make it a reality. We're changing the dynamics of how we may content. He used to be lights, action, camera. I think it's now lights, action, compute power action, you know, is that kind of difference. >> That is an amazing vision. I think society now has opportunities to kind of take that from distance learning to distance connections, the distance sharing experiences, whether it's immersion, virtual analog face the face. I could really be powerful. Yeah, >> and this is not even a year old. >> That's right. >> So if you look at your your launch, you said, I think let june fourth twenty eighteen. What? Where do you go from here? I mean, like we said, this is like, unlimited possibilities. But besides putting Robbie in the movie, naturally, Yes, of course I have >> a star here >> who video. >> So I got to say he's got star power. >> What's what. The next year? Exactly. >> Very exciting. I will say we have shark tank Thie Advanced Imaging Society gives an award for being the first volume metric set ever put out on the airwaves. Uh, for that television show was a great honor. Uh, we have already captured, uh, men in black. We captured a fifty thousand square foot stage that had the men in black headquarters has been used for commercials to market the film that comes out this June. We have captured sets where television >> shows and in the in hopes that they got a second season and one television show called up and said, Guys, we got the second season so they don't have to go back to what was a very expensive set and a beautiful set >> Way captured that set. It reminds me of a story of productions and a friend of mine said, which is every year. The greatest gift I have is building a beautiful set and and to me, the biggest challenges. When I say, remember that sent you built four years ago. I need that again. Now you can go >> toe hard, replicate the exact set, you capture it digitally. It lives. >> That's exactly it. >> And this is amazing. I mean, I'd love to do a cube set into do ah, like a simulcasts. Virtually. >> So. This is the next thing John and Lisa. You guys could be sitting anywhere going forward. We don't have to be really sitting here you could be doing. What do you have to do? And, you know, you got everything rendered >> captured. We don't have to come to Vegas twenty times a year. >> We billed upset once >> You want to see you here believing that So I'LL take that >> visual is a really beautiful thing. So if we can with hologram just seeing people doing conscious. But Hollywood Frank Zappa just did a concert hologram concert, but bringing real people and from communities around the world where the localization diversity right into a content mixture is just so powerful. >> Actually, you said something very interesting, John, which is one of the other teams to which is, if you have a globally connected society and he wanted try and personalize it to that particular nation ethnicity group. You can do that easily now because you can probably pop in actors from the local area with the same city. Yeah, think about it. >> It's surely right. >> There's a cascade of transformations that that this is going Teo to generate. I mean just thinking of how different even acting schools and drama schools will be well, teaching people how to behave in these virtual environments, right? >> How to immerse themselves in these environments. And we have tricks up our sleeves that Khun put the actor in that moment through projection mapping and the other techniques that allow filmmakers and actors to actually understand the world. They're about to stepped in rather than a green screen and saying, OK, there's going to be a creature over here is gonna be blue Water Falls over there will actually be able to see that environment because that environment will exist before they step on the stage. >> Well, great job the Dale Partnership On my final question, Glenn free since you're awesome and got a great vision so smart, experienced, I've been really thinking a lot about how visualization and artistry are coming together and how disciplines silo disciplines like music. They do great music, but they're not translating to the graphics. It was just some about Ray tracing and the impact with GP use for immersive experiences, which was seeing on the client side of the house. It del So you got the back and stuff, but you metrics. And so, as artist trees, the next generation come up. This is now a link between the visual that audio, the storytelling. It's not a siloed. >> It is not >> your I want to get your vision on. How do you see this playing out and your advice for young artists? That might be, you know, looked as country. What do you know? That's not how we do it. >> Well, the beautiful thing is that there are new ways to tell stories. You know, Hollywood has evolved over the last century. If you look at the studios and still exist, they have all evolved, and that's why they do exist. Great storytellers evolved. We tell stories differently, so long as we can emotionally relate to the story that's being told. I say Do it in your own voice. The cinematic power is among us. We're blessed that when we look back, we have that shared experience, whether it's animate from Japan or traditional animation from Walt Disney, everybody shares a similar history. Now it's opportunity to author our new stories and we can do that and physical assets and volumetric assets and weakened blend the real and the unreal. With the compute power. The world is our oyster. >> Wow, >> What a nice >> trap right there. >> Exactly that is, um I dropped the transformation of Hollywood. What? And it's really think the tip of the iceberg. Unlimited story potential. Thank you, Glenn. Thank you. This has been a fascinating cannot wait to hear, See and feel and touch What's next for Sony Animation studios With your technology power We appreciate your time. >> Yeah, Thank you. Thank you both of >> our pleasure for John Farrier. I'm Lisa Martin. You're watching the Cube lie from Del Technologies World twenty nineteen We've just wrapped up Day two we'LL see you tomorrow.
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Brought to you by Del Technologies We've got Robbie Pender County, one of our alumni on the cue back as VP product management And you brought some Hollywood? It's great to be here. So you are love this intersection of Hollywood and technology. I started to start this company. You know that the genesis for it was based out of necessity because I looked at a nice And what some of the work private you guys envision coming out this mission you mentioned commercials TV. To answer that one and say is going to enable that's It's like a monster green screen for the world. And for all you know, we may not be here. This is Hollywood looking at the artistry, enabling faster, more agile storytelling. Think of all the locations that we want to be Both space, the one I And then you could be there anytime you want. Robbie, we could go for an hour here. We could run the Q twenty four seven is absolutely And we don't even have Tell the story about your So we said, How do you go take coverage to the next level? It's just thinking that, right? And if this is something that we can learn from, I think it's going to be phenomenal. Is that the mission to get AC Get those artists in there? that need to be hurt, and there are so many stories that otherwise can't be enabled. We can now collapse geography and bring those locations to a central place is going to change the creative process to You don't have to have that waterfall kind of mentality like we don't talk That's right. on. That's the great thing about what we're trying to achieve and will achieve. the access, let's say to the right studio, but The fact is, there had all this done on in the truck you know how you have the camera trucks and, you know, off offstage, he leaned into the mike. In a way, we're the next of doctors, but also take it to the next level. Glenn, I want to ask you specifically. You know, for me, there's a fundamental change in how we can create content and how we can tell I think society now has opportunities to kind of take that from distance learning to So if you look at your your launch, you said, I think let june fourth twenty eighteen. The next year? that had the men in black headquarters has been used for commercials to market the film that comes out this The greatest gift I have is building a beautiful set and and to me, toe hard, replicate the exact set, you capture it digitally. I mean, I'd love to do a cube set into do ah, like a simulcasts. We don't have to be really sitting here you could be doing. We don't have to come to Vegas twenty times a year. So if we can with hologram just seeing people doing conscious. if you have a globally connected society and he wanted try and personalize it I mean just thinking of how different And we have tricks up our sleeves that Khun put the actor It del So you got the back and stuff, but you metrics. How do you see this playing out and your advice for young artists? You know, Hollywood has evolved over the last century. And it's really think the tip of the iceberg. Thank you both of World twenty nineteen We've just wrapped up Day two we'LL see you tomorrow.
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>> live from Las Vegas. It's the queue covering Del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Del Technologies, World twenty nineteen here in Las Vegas. I'm Stew Minutemen with my co host, Dave Volonte, talking multi cloud talking about Del Technologies and all the pieces of the environment. And we're gonna drill in some to some of the storage environment. Happy to welcome back to the program. Ah, Sudhir Vossen, Who's the senior vice president and CEO of the storage division of Delhi? Emcee, Sit here. Thanks so much for joining us. >> Thanks. Thanks for having me, Stew. >> All right, So, as I said, day one lot of the vision Digital transformation multi cloud with such an Adele up on stage. Got a little bit about today. Got back into the products, everything, you know, such a broad portfolio, everything from the latter tattooed, you know, business devices through Of course, many updates on the storage world Been digging in with the number your team gives little flavor as Teo, You know what you've been working on? You know, I know. As a CEO, you can't have a favorite family but in the family. But some of the things you and the team were really proud of to unveil >> Absolutely thanks. It's been a big day as well, and I would say a big year for us. So we, uh, we've shown incredible growth in our business in the last four quarters, taking share every four for every one of those four quarters. Just a phenomenal year. A lot of that has to do with just the strength of the portfolio. Have been investing a lot in innovation in the portfolio. So, uh, I think the biggest one today that I'm really proud of is the unity launch. Think it's, uh, it's a long time coming. We've been working on it for quite a while. The the amount of performance that is going to deliver while also delivering incredible storage efficiency data reduction. That's a huge, a huge boost. But what way haven't spent a whole lot of time talking about from a technology point of view as a Ziggy. What's cool about unity? X TV that you may not have heard a lot about is that it actually is using machine >> learning inside. So last year we lost the power Max that had machine learning inside for making all these real time decisions were taking that across the family and unity >> x t uses. Was she learning in order to actually do deliver that data reduction that we just talked about? The five to one data reduction. And what's why that school is Because, you know, we've had products that do data reduction with brute force where they use a lot of memory. You can't do that in a mid range part because that kicks you out of the cost profile. So we use machine learning, tio take advantage of a little amount of memory, but they still not compromise on the data reduction. >> Yeah, actually, I had to cover they should day talking about power, Max. We made a big deal about what was happening internally as well as what does that mean for the customers and the decisions that they don't have to make you know, in our industry, we've talked about intelligence and, you know, automation in storage for decades. So yeah, and then the mid range. What does that mean? What? What will be different from customers for as they roll out thie X t product line. So >> I think it's simplicity. It's just he's a fuse. We talk about zero touch in this case, this this fewer knobs and dials. You actually don't have to do a lot of tuning at all out of the box. It'LL will serve the majority of the use cases and the requirements. You still have the option if you want to go in. If you're sort of the black, no type and you want to do, uh, customize it to your own needs. You could do that. But that sort of this journey we're on is way. Call this the autonomous or self driving story, so a lot of people are talking about it. We're actually doing it across the portfolio, and it's actually coupled with two parts are coupled with another part. There's intelligence in Unity, Eckstine and Power Max. But there's also intelligence and cloud I. Q, which is our global Blake brain in the Cloud way, saw that on stage today as well, where it's doing long term analytics deeper, learning across longer time rises to help you manage the system without really much effort. >> So couple follow ups, if I may, on the on the data reduction front. Sounds like that's a new innovation. You guys develop come from scratch. Yeah. Um, you bringing it across the portfolio, or is it sort of obviously unity extra? Today it is. The technology apply to other potentially >> absolutely does. And in fact, that's Ah, that's something we're doing across the board from last year to this year. You you've seen with become one storage team, and there's a lot of technology views going on now inside the inside the portfolio. Things that we're doing in unstructured, for example, are we're looking at applying it into other parts of the portfolio. Data reduction is obviously one of the key ones. It's it's the first example that people think off, so we're definitely looking at that. But I'LL also say is from a technology point of view, we're changing the way software is built. We're not building it as monolithic within micro code anymore. It's containerized assets that we can embed in different products >> and then, in terms of the autonomous storage piece, you know, go roll back five, ten years ago, cheering, you know you had and you had a lot of knobs to turn and and that was always featured as an advantage because people wanted to play with it. What you're talking about today is a Zen environment that's much more complex and talk about Maur. What autonomous storages is it? Hands off on great >> questions. So we have this, this internal Carter almost of most. Joke, we call it. You know, we're talking my self driving cars. Surely we can build a self driving storage >> system. Why now, Right? It's it's It's kind of a shame that we're not doing that, but I would say it's four steps just like you have four levels of autonomy and self driving cars. If you follow that level five, I think, is the is the ultimate polio zero fully autonomous way. We'LL never get there, but similarly in storage, I break it up into four parts. One is it's got to be application aware you're not dealing with lungs and file systems and raid groups anymore you're dealing with. This is my application. That's how the human or the user interacts with it. That's easy. Relatively easy. Second element >> really took fifty years. Okay, good >> second, second element is is sort of self awareness are actually actually before. That is policy based. So if you're driving a car, you're not telling the car which which route you want to take. You want to say, I want to take the fastest route or I want to take the scenic route. That's it. And the car needs to figure out what that is. So that's policy based. I want to optimize for Leighton. See performance level. Third element is self awareness, which is story. System needs to know where it's operating in its comfort zone is that close to the edge is going to drive off the cliff. Is it gonna exit the lane to use the car analogies, right? He's You know how far away it is from the car ahead. That's also that's the stuff that we're now releasing with Bara Max and what we're doing. Immunity. That's where we using learning to figure out how close to the operating edge system itself. It's once you have that, then you can start optimizing self healing. >> That's a level four, and that self awareness. So you've got you've got decades of data. Were you able to leverage that data? Or is that is that not a cz much you. So you have >> absolutely the case. Okay, that's that's the key differentiator. Actually, thanks for bringing it up because there's a lot of washing going on. Right is everybody says that about you, but the eyes, one thing you can't just deliver develop over way have used all of the decades of dial home data we've been working on with she learning technologies for the last five years. I would say, at least so were those models are being trained with the dial home data and cloud, like you is doing that on a daily basis. Now, >> why now in two thousand nineteen? Severe is that we at the point where this has become reality is a compute power. Is that the amount of data? Just better algorithms. It's Do you >> think you nailed it? Those two things, it's It's first and foremost compute power. But also I think, uh, algorithms they they're they're much more sophisticated now. And they were well understood what algorithms to use for what types of problems. I think there was initial thirty years ago. There was like, uber intelligence. That was a very ambitious goal, I would say, even today, that's not reality. while we're succeeding is we're applying it to very focused problems, just like in the rest of the industry. Were playing through focus problems that we can't solve and then broadening our effort >> had to be clear. This is this is meta data. It's not customer data utilizing obviously across the portfolio. >> No way. We're looking at things like how much CPU it's using. How much memories? Using what? How's the Leighton Sea varying over time, how far it is away, this from its service level. Things like >> you're still just another advantage of being old. Yeah, so you talked >> about that's metadata. But what one of things we talk about is when you talk about digital transformation, it's customers become data driven, right? So wave covered this year, this the tenth year we've been at this show. In the early days it was storage and oh, my gosh, my growth of data and I can't take care of it. Big data was the bit flip of turned that from a challenge to I should be able to turn that into an opportunity city. And the next wave of a I is I should be able to monetize that run my business and the data is one of the most valuable things we have bring us inside. You know how that shift in thinking in data is impacting storage architectures and how you work with customers. >> That's awesome. Great questions. O Data Capital is the big thing around. You've heard that today as well. Wear definitely sort of growing. Going beyond thinking of ourselves as a storage division to a data division. And I'm locking the data capital. I'd say there's several elements wonders building the best storage fore fore data applications, especially I and M L. So I think our unstructured products clearly are leading the charge of this. We've got the machine learning solution with Isil on. It's a perfect fit for that kind of application that's here and now already using a GPU Technologies in conjunction with our scale, our architectures critical. But going beyond we're looking at doesn't make sense for some of these data crunching applications to be closer to the storage layer, you know, thinking meet similar to what hyper converse is done for general computer. Is that a thing that would that would really unlock the data capital? We think that's a lot of potentials. So >> and I'm glad you brought that up because you know, when the storage geeks, you know, talk about envy me, envy me over fabric and storage class memory. Explain how that fits into what you were talking about, and not just the next, you know, major wave of, you know, a tool inside the infrastructure >> train. So I think so. Storage. Envy me. Envy me over fabric was part one off a two part story, as is your You know that that allowed us to get that super Lolita C high speed connection from application to storage with the data. But the data devices themselves were still very flash is great prepared TV, but they're talking single microsecond type of sub microsecond applications that need that kind of leniency. And that's where storage last memory comes in. Right? So we're finally getting to that point where the storage devices are in operating in that ten microsecond range, which will start to really get us to back if we can get those things go located close by unlocks a lot of things. And the beauty of envy me over fabric is that it can give you the sense of being closed by without actually physically being close by. So you could still be disaggregated, and that opens up a whole lot of architectural options >> can fall. Question on storage class memory The skeptics would say. It's just way too expensive and you're not going to get the volume of flash that you get with these. Uh, what do you What do you think? >> That's what they said about Flash dude in there, >> last one in tow. Consumer devices, not you're on this scale. Bring the price down. >> Maybe maybe before iPhones. They said that, but iPhone was the catalyst. Eyes. They're a consumer analog for storage, club consumer >> and long. I think that's fair, but I think there will be volume to drive it down. However, I will say it's a fair point. I think that with actual magic lies and combining superfast, perhaps expensive storage last memory with cheaper flash storage, and so you almost have a hybrid solution again. So the old hybrid becomes you hybrids back in such >> fashion, even with solid state, >> the storage pyramid lives Exactly way. >> Think that's going to be the killer combination? >> All right, so sit here. Can't let you go without. Give us a little bit of a look, for we talked about where we are. Talk about some of the journeys that were there. So it's our tenth year here at the show. Come back for your eleven, you know, How do you foresee the industry maturing and moving forward? >> I think for your eleven, the big things we're going to see is Cloud Two things I would say one is CL Cloud and the other is software to find. I think those are the two that are going to be big news next year. >> We're seeing some sneak previews of that this year with the cloud announcements we made you'LL see a lot more of that next year from from the storage side, both in be part of the Delta Clock Technologies Cloud Platform but also cloud enabling our storage arrays across all the all public clouds. And then the second part is software defined. I think that's really the next way. So, as I said, we are a long journey internally. We've already been on it where were transforming our internal storage assets to be more software centric, and you'LL start to see some of that All right, well, >> sit here. Really appreciate you helping us geek out on, dig into, You know, a lot of the pieces here at Del Technology World twenty nineteen. Thank you. Alright. For David Dante, I'm stew minimum, and this is the end of two days of water wall coverage. We're coming back for one more. And as always, check out the cute dot net for all the videos. Silicon angle dot com For all the articles. Wiki bond dot com For all of the in depth analysis Hit up, Dave myself, John furry in the whole team were available on social media channels and, as always, thank you for watching the cue.
SUMMARY :
Brought to you by Del Technologies and CEO of the storage division of Delhi? Thanks for having me, Stew. But some of the things you and the team were really proud of to unveil A lot of that has to do with just the strength of the portfolio. So last year we lost the power Max that had machine learning inside for You can't do that in a mid range part because that kicks you out of the cost don't have to make you know, in our industry, we've talked about intelligence and, You still have the option if you want to go in. you bringing it across the portfolio, or is it sort of obviously unity extra? It's it's the first example that people think off, so we're definitely looking at that. and then, in terms of the autonomous storage piece, you know, go roll back five, So we have this, this internal Carter almost of most. how the human or the user interacts with it. really took fifty years. And the car needs to figure out what that is. So you have Okay, that's that's the key differentiator. Is that the amount of data? just like in the rest of the industry. obviously across the portfolio. How's the Leighton Sea varying over time, how far it is away, Yeah, so you talked And the next wave of a I is I should be able We've got the machine learning solution with Isil on. and I'm glad you brought that up because you know, when the storage geeks, you know, talk about envy me, that it can give you the sense of being closed by without actually physically being close by. Uh, what do you What do you think? Bring the price down. They're a consumer analog for storage, club consumer So the old hybrid becomes Talk about some of the journeys that were there. Cloud and the other is software to find. the cloud announcements we made you'LL see a lot more of that next year from from the storage side, And as always, check out the cute dot net for all the videos.
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Erin Banks, Dell EMC | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE! Covering DELL Technologies World 2019. Brought you by DELL Technologies, and it's ecosystem partners. >> Welcome back to Las Vegas. Lisa Martin with John Furrier, day two of theCUBE's coverage of Dell Technologies World 2019. We have been talking with lots of great folks the last couple of days, and we are pleased to welcome to theCUBE Erin Banks, Director of Product Marketing for DELL EMC. Erin it's great to have you on theCUBE. >> It's great to be here, thank you so much. >> So this is the second branded DELL Technologies World. The first one since DELL became a publicly traded company once again. But you have a storied past of all this experience with a lot of these brands. Give us a little bit of your background as you've made your way through all these companies, and left your mark. >> Yeah, I feel like I've hit just about every corporate conference that we have under DELL Technologies, 'cause I came in originally through RSA around 2006, and then that acquisition happened, and then I transitioned over to EMC. So then we started the whole EMC World before, RSA Conference, EMC World. Always continuing to support security. Always continuing to do that. Went to VMware, they're doing the support security. We had a Vspecials program, so we wanted to sell EMC products for VMware products. So we continue to do that. So I think there's VMware and then I came back, I left for a little bit and then I came back. So I always joke that I have four companies I think left, and I would've had like, I think I get an award for having worked at every seven of the companies. (Lisa laughs) >> At least a mug, right? >> Yeah, I should get something I think. >> You should. >> Yeah, I think so. A jacket. >> Alright, so what's your current role now? So you're working in what group? Where are you now? >> Yeah, so right now I'm focused on structure, storage, divisions. So that's going to be Isilon, ECS, ClarityNow and the project Nautilus, and we're focused from a marketing perspective. I'm the Director of Product Marketing for that group. >> Yeah, storage didn't get a lot of keynote coverage. Normally they do get a lot with the EMC, 'cause obviously there's a lot of things going on around Dell Technology World, but Michael Dell said, storage isn't stopping, 'cause you have more data coming in. So unstructured is a big part of it. >> It's huge. >> Whether it's social data, gestured, any kind of Data Exaust, IoT, data is data, right? And the unstructured is the large growing percentage of the overall data population. >> Yeah, I think somebody gave me a statistic that 80% of the data that's generated is unstructured data, right? And people need to keep it and they need to, in some situations like Thomas Driving Systems, they need to keep it for a very very long time. So, there's always that debate of all these years that I've been at these conferences, about how long you keep the data, and obviously archiving them and where are you moving them, giving the customers the options. We're still obviously talking about that, which is great, but now we just have more and more data. Now it's really, from an Isilon perspective, we're focused on the management, and also the real estate, right? Because there isn't just every amount of space that every data center can have. Customers are running out of data center space, and they're running out of people, right? And they're like, listen, I can't hire anymore people, I want to focus on the business, and that's what we support from an Isilon perspective, is focusing on the business. I mean we obviously focus from all of UDS, but our announcements today were a focus on Isilon. >> So large growth, okay, but with the habit of, okay, just store it, we'll get to it later, it's been a nice luxury with unstructured, because some of the technology allows you to store it. Some call it a data lake or data swamp, depending on how you look at it. Now that the focus is getting more out of the data, while still storing it, right? Just throw it into the pile or into the corpus or into the data lake or whatever storage it is. Getting the mechanism to get the data out, and making it relevant and valuable is a focus. What's going on there? What are some key trends that are happening that you guys are riding? >> Yeah, well we're talking a lot, we have a campaign around data capital, right? And obviously as we all know, data has a lot of value within organizations. I'd like to tell customers that data has more value than we do as the employees. Companies will get bought and they'll fire the people, because they just want the data. And we can't ignore that fact, right? What does it say about the businesses customers? What does it say about their likes or dislikes? What does it say about where the company needs to go? The only way you know, to be successful, I think, in the next three to five years is to understand your customers and what they need, right? We had a bank the other day that was like, well all of our customers are 50 years old, so we're not going to do applications, and we don't really care about our data, and you're like, but you have people that are coming up behind that are using applications, right? That want more of a service. It's no longer, I say to banks, you don't need to buy another bank, right? You need to provide a service to me. How do you get that value out of that data to understand who I am as a customer or what I like, where I travel, what do I do in my day to day life, and give me that service, so I continue to be a customer for you. That's essential. >> It is essential. We talk about customer experience a lot. It's absolutely essential, because whether we're consumers of banking services or retail or whatever it is, we have so much choice. >> Correct. >> And especially with social media, I talk about unstructured data, we have a voice and the opportunity to get that out there, and go in turn. So really evaluating that data and understanding, and making decisions on that data to deliver a personalized experience is table stakes. >> Yes, I mean, we talk about this all the time, about the markets that are not doing it. Like retail, right? They always talk about, everyone wants to go to Amazon and buy their clothes or now there's boxes that are coming to your door with all the clothes in it. So how does the real estate business stay essential to me as a buyer, we all need clothes, but what gets me back into the store, right? And we talk about the sensors, right? We talk about the data that is generated of just me walking around the stores. How long do I spend in front of an item, right? Can I have a coupon that's popped up on my phone, right? How do I get more from an experience. And I think these are the struggles that organizations are having. We were talking to a customer that's managing a sports arena and the biggest thing is, how do you get them back into the arena? How do you change their experience, because they're a Canadian company, they don't want to be standing outside in the cold, 'cause it's hockey season, everyone loves it. How do you get them in earlier, because now there's more security, right? We have this, I always call it the physics effect, right? You have one change, it ripples into everything else. So it's cold, the security lines are long, I'd rather be at home watching this. How do I get that experience? And these are the partnerships that are being created with companies like athletic companies, and sports arenas and sports teams and things like that to really change an experience that we have, and the only way you could do that is with data, right? The enormous amount of data that we have. We couldn't do that if we didn't have the data. >> So what do they just come up with a better solution, not standing outside and getting in quickly? >> Yes, so, yeah we talked about this, right? We did a great podcast about this, because they're now doing these programs where they'll bring you in earlier, right? So maybe they'll have dinner and of couple beers, right? And you can come in and kind of enjoy the arena when no game is going on, but you get in earlier out of the cold. They talked about buying retail from your seats, right? And they test it out. That wasn't successful. So it's a really good kind of option along those lines. People like to walk around and look, and they touch and feel the items, and look at all of their options. So these are great things that they were able to test. The digital signage has been a huge impact from an analytics perspective. Really being able to change it. The amount of growth that organizations have achieved from just digital signage has been enormous. So, they're really transforming their businesses in different aspects, and it's all really driven from the data. >> So what's going on with the products that you guys are doing? What's the value proposition for Isilon? Where's the focus for you now? >> Yeah, so, we're always continuing to just answer the questions that our customers are having. Which always comes down to the amount of data that we have, how to continue to manage that, and then how to manage it in this data center. So we had a release today, which were focused both from a software aspect as well as a hardware aspect and now our software of OneFS, so it's still the single file system, is not being able to scale out to 252 nodes. It was 144 before. Now it's 58 petabytes. And what I love most about that is, how you manage 58 petabytes is exactly how you manage a terabyte. I mean that's important to a customer, where they're saying, I could easily add storage within a minute, I don't have to worry about it, and I have the same amount of people managing the system. I just have to focus on the workloads, and I just have to focus on the applications. And then our customers are saying, again, we're running out of the real estate, how can you give us a more dense box, right? We need the performance of a hybrid, but we need the capacity of an archive systems, again, we need to be able to do more with less almost. So we introduced the H5600 this week or today. And really just being able to give our customers what they need to really continue to drive their business forward. I always say, it's always about the workloads, and the applications. I'm inspired by what our customers are doing. They're just doing these innovative tools, and work and everything, because no longer they're being constrained from an IT perspective, right? The technology is now doing the heavy lifting, and now we're able to really utilize the data for what it's worth and getting the most out of it. Which I just love that, right? I think that's important to businesses. >> Put today's announcements in the perspective of the Workforce. We've talked a lot about Workforce the last couple of days, about really enabling businesses to do so much with this distributed Workforces, but in terms of Workforce optimization, the density that you just talked about, what are some of the immediate impacts that customers are going to realize that's going to, besides productivity improvements? >> Yeah, again, I've had direct conversations with customers, it was like an autonomous driving system, and they were saying, listen, again, I don't have a head count, nobody wants to give me more head count. I can't keep doing this. What the business wants to do is, they want to get to market fast. Because if we can get to the market fast, then we can drive that business faster, and that's what we need. How can you help me? And that's what I love about, not only the unstructured data conversation, but the Isilon conversations that we're having is like, how can you help my business? Well okay, we understand that there's struggles. Again, no data center, don't have the head count, they'll give us developers, right? They want to drive in these other markets, right? And then were saying, great, we'll continue to drive this one file system capability, but give you this enormous growth, and really continue to drive that, right? >> If they get revenue, they can get head count. So this I back to >> Correct. >> the cloud model of, let's get some value out there quickly, time to value. >> Yeah, and then the question is, where is the optimal head count that you need? Is it to do with somebody just continuing to rack and stack. Or is it someone that's really going to get the value out of that data, continue to push that, to test the systems. Again, they want to get to the market first. How can we enable that? How can we really help them to do that? That's our goal. >> So talk about customers and their receptiveness for AI. We hear a lot about it all the time, but really looking at, we talked about the volume of data, we could talk about that for days and days, but really enabling customers to harness the power of AI machine learning to extract the insights. Where are those conversations going with customers as it relates to Isilon and some of the things today, but just in general, where's there appetite with respect to being ready to harness the power of AI? >> We ask this question a lot about where are we in the AI landscape, right? And some customers are really focused on that, but they have a completely different model than some of the companies that have been our traditional companies that we've been kind of like focused on. So it's kind of a between the both, right? I think a lot of it, in my opinion, a lot of it has to do with the culture, right? It's a completely different way of thinking about a business, and it's a completely different way of focusing on, not only your data, but like the data management. You know with the joke about a data swamp, cleaning the data, having a business focus that's driven specifically from data is a culture change. And not a lot of people are willing to have that culture change. New companies can do that, 'cause that's how they developed the company, right? But when you see some of the companies that we've all been a part of for all of these years, that's not that easy. So, in the little baby steps, which is why I love telling those customer stories, so I'll be like, listen, this is possible, this is not just fake, we're not just fairies floating around us, right? This is truth capablities-- >> It's real transformation, that's the theme. The developers are a key part of this. This is something that we've seen. Developers using data as part of their application. Making that addressable, making it fast access is one, that's awesome. The other interesting dynamic that I want to get your thoughts on, because you have a security background is securing data and also governance or also driving use cases in applications that might not have been foreseen. We're one year into GDPR, and I don't think really anything's changed, but, I don't want to go on that rant, but now you have other regulatory things that's saying, hey, you know what, we might have to deal with the data differently. So how is Isilon enabling that? Is it just another use case? >> Yeah, I mean it is absolutely just in another use case that we're just going to have to focus on from the aspect of what's the implication. What are their customers looking at? When we talk specifically about GDPR, that's fairly new, right? We're just trying to figure this out, and trying to look at those different kind of aspects. A lot of that was also the right to know, and right to remove, and saying, what do you know about me and how do you kind of manage that? So a lot of that is really focused on a data management aspect and it's not just from Isilon, but it's, how do you manage it, right? So the ClarityNow capabilities that we have, right? This product that we were able to acquire, that really will give you that great insight into your data, so you can make those decisions, it says, alright, well this is all of our information on Erin Banks, this is her likes, dislikes, whatever that information has, right? We're able to really manage that a lot better, and the data management is the really next important step of the data collection, the data processing. It's understanding what you have, because it all comes in, but it doesn't add value until you really know what you have and what you don't have. Because even from an analytics perspective, you might have to supplement that data from some other resource. Maybe you need to change the application, and get additional data. This is all really driven across that same kind of aspect. This is the same conversation, and we'll just continue to fuel that and have that, and enable them to do that. That's why I say, we want to inspire our customers to be like, wow, I didn't realize that I could do that with tech, right? And then start enabling them to be innovative, and that's what we're still continuing to do. >> What's one of your favorite stories of, we had talked about your tenure within the Dell Technologies family when we first started, but looking at today in 2019, every company is a tech company or has to be. If you look back over the last 10, 12 years, what's some of your favorite stories of how this company Dell Technologies has enabled, and it's companies, a surprising customer to become a tech company? >> Yeah, and I think the number one thing that I personally love, right? That keeps me here. That brought me back, right? Not only was it just 2006 and staying, but said, I want to go back to that, is because what I really feel is, our experience that we have across every market, right? The geographies, the struggles that customers are having, and what we're able to learn from them, and really help our customers excel. It's not just us selling products, right? It's not just selling services, it's not just selling software, right? It's us trying to get out there and saying, this is how other customers are using it, this is how they've been successful, this is where they've downfall, lets help you, right? As we're trying to bring companies further along on their business journey, and we're saying, we've worked with customers to do this, we'll continue to work with you to do that, and we can do it across all seven of these companies end-to-end. It's a very impactful capabilities across applications, security, which is incredibly important, right? IT and Workforce and all these individual transformations, and that's what I think is a passion, and the best part of what we do. >> Well Erin, thank you so much for joining John and me on theCUBE this afternoon, and walking us through some of these key things, helping customers of any industry really excel, and unlock the capital in their data. We appreciate your time. >> I appreciate yours, thank you so much. >> Our pleasure. For John Furrier, I'm Lisa Martin, you're watching theCUBE live day two of our coverage of Dell Technologies World 2019 from Vegas. Thanks for watching. (upbeat music)
SUMMARY :
and it's ecosystem partners. Erin it's great to have you on theCUBE. and left your mark. every corporate conference that we have Yeah, I think so. ClarityNow and the project Nautilus, storage isn't stopping, 'cause you have more data coming in. And the unstructured is the large growing percentage and obviously archiving them and where are you moving them, because some of the technology allows you to store it. in the next three to five years We talk about customer experience a lot. and making decisions on that data to deliver and the only way you could do that is with data, right? and it's all really driven from the data. and I just have to focus on the applications. the density that you just talked about, and really continue to drive that, right? So this I back to the cloud model of, Or is it someone that's really going to get the value but really enabling customers to harness the power a lot of it has to do with the culture, right? but now you have other regulatory things that's saying, So the ClarityNow capabilities that we have, right? every company is a tech company or has to be. and the best part of what we do. and walking us through some of these key things, of Dell Technologies World 2019 from Vegas.
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Ashley Gorakhpurwalla, Dell EMC | Dell Technologies World 2019
>> Live from Las Vegas. It's The Cube. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's ecosystem partners. >> Welcome back to Las Vegas, here at the Sands Convention Center at Dell Technologies World 2019. I'm Stu Miniman, my cohost here is David Vellante. Two sets, five hosts, three days, wall to wall coverage. All of the action for Dell Technologies, all the component pieces. Happy to welcome back to the program Ashley Gorakhpurwalla, who's the president of the server and infrastructure services at Dell EMC. Ashley, thanks so much for joining us. >> Thanks for having me. >> Good to see you. >> Alright, so we actually had Sam Grocott on and we were talking about all the product lines. And he said he's the father of power going across the line. He did admit that the power line goes back to PowerEdge, which, of course, is your baby. >> That's right. >> Give us the update, lots of discussion at the keynote. Always change in your world, so give us the latest and greatest. >> Sure, we're about 25 years old now. So PowerEdge has lived on for quite a while. We've got to be over 30 million servers out there by now. So we had a really good Dell Technology World so far. More to come, but some of the lists, real quick, of announcements that we've had and we can talk a little bit more about them. In servers, we actually went a little bit early from Dell Technology World and lined up with Intel to launch Cascade Lake, bringing Optane into server class memory. I think the industry's been waiting for it. We're ready to deliver now. And so that was earlier this month. We've put quite a bit of advancements and enhancements in our open manage enterprise and in securing the platforms. We also this week talked about a PowerEdge that's not called a PowerEdge. So we call it the DSS 8440, and really a capstone product to our AI ML portfolio. So today we already support one, two, three, four accelerators per server. Now we can go up to 10. We can support the latest Nvidia B100 tensor core GPUs, and it's really a unique system within the industry. That's going to help customers scale their training loads further and further, faster performance, more mips, very, very intense box, but one that's going to be, I think, well received within the marketplace. >> Did you say bits? >> I said Mips. >> I like that term,. >> So actually, we've got a lot of pieces that your solutions fit, but you mentioned one item, that I wonder if you could just explain to our audience the importance of SEM, is something that how does that impact solutions, the applications. It's something that a lot of times get lost in the whole general storage discussion. So maybe explain the importance of SEM in the marketplace today. >> Sure. So it's a game changer, it really will be, but it'll have to go, in our mind, through the technology adoption curve that a game changer deserves. So it's been a long time coming. We've been working on it, the industry's been working on it. Intel has been working on it for more than a decade. And if you think through it, we see customers using it in two different ways. In memory mode, expanding the capacity within nodes to levels that you can't reach with DRAM today at almost DRAM-like levels and performance, is something that a lot of customers already have models for. They can think through TCO, they can think through their performance characteristics, and it really becomes something they can consider to enhance their portfolio today, at mode, a little bit different. As we think through software from the OS level: kernel, hypervisor, application, cache, log, database, all these levels, we're going to have software that has to catch up and allow this to be the game changer it is. But already, I'll tell you the demand for systems that we're providing customers to begin their evaluations, they proof of concepts, their software development has actually doubled what we thought it would be, and we were pretty ambitious. So I think the demand is there, and we're going to see that adoption curve when the software catches up. >> And any specific use cases you're seeing early on? >> Well like I said, memory mode, I think people can get their heads around already, is are they performance, or are they capacity bound by DRAM. Start to do the economics, does it make sense. At mode, caching for sure, putting log, changing kind of the structure of how you do logs, and database is really going to be the killer app when we get there. Across the different vendors already we've seen pretty significant increases in performance, and we're early still. But I think there's a few things that our customers want to get through, and we're trying to help them with. If you have persistence in the system, you have a new level of something you have to secure, and so we're spending a lot of time with our customers helping them develop technology methodologies to say wait a minute, information, I turned the machine off and there's still information besides the hard drive or the SSD. Also can I trust the data even though it's persistent? Or do I have to have storage services at that level that help me with things like replication or snapshot or archive. So we've got a long way to go, but we're really, we believe this is a game changer, and we're developing towards that. >> And cost-wise you're sayin' slightly more expensive than DRAM. >> Probably a little bit more than slightly. >> Yeah, okay, more expensive than DRAM, and relative to flash, obviously more expensive than flash, but much higher performance, right? >> Much higher performance, and so it's just a modeling exercise, but it'll reach levels we haven't had before. And then from a software developer point of view as you go forward, you can really think about scale out systems differently. If your application was bound by capacity of DRAM or memory, this changes it quite a bit. >> So you're talking about new programming model, essentially right, that's why it's going to take some time, but you would expect maybe uptake in financial services early on. Is that fair, Or not necessarily? Healthcare? >> All solid verticals. I think it's going to be where enhancement or performance can, you know, if you pay three, four, five x the cost, but you get three, four, or five x the capability, or even less, you have to think about it, but there's some applications where latency, where performance of the database are so sensitive, and such the bottleneck today, that it's well worth it. >> When you look at the innovation pie that's going on in servers, how much is architecture, hardware architecture, versus sort of software and management? Can you sort of, I know it's a sort of general question, but give us a sense. >> Sure, I think it's interesting, is we are investing as we go forward, I think into a brand new era. So I mentioned earlier we made it to 25 years old, what's going to happen over the next 25 years. So I think most of the architectures that we develop today are highly, highly optimized for bringing data into a processor, calculating, storing. And we have very balanced, efficient, high-performance systems for that today. What are we doing going forward? Well, we're not necessarily bringing the data, describing the rules, called software, and then getting the answers anymore, right? Now what we want to do in a lot of situations, we want to bring the data, which is the most valuable asset, we actually kind of know the answers already. We want it to calculate rules for us, and that's the output. That's a different architecture. That's a different way of computing, and that's why you're seeing these heterogeneous architectures starting to form, accelerators, a lot of technology going, and innovation, and venture capital, and talent going towards really building that new model going forward for the next two decades. >> Okay, actually we've had a lot about cloud this week. When I looked at many of the solutions underneath, I kept hearing the same answer. VxRail, VxRail, I've talked to some of the team, there is more than just VxRail and some of these solutions. Sammon looked at some of the other pieces, but VxRail has been a rocket ship for the last couple of years, and of course, you know, the servers underneath driving a lot of that. Can you talk about how that plays into your portfolio and some of the architectural discussion we were seeing. How does that bleed into the HCI and hyper cloud discussions? >> Sure, so if you think of the journey we're on, 10 years ago perhaps, maybe even more recently than that, customers really were making two different choices. As a matter of fact, you guys know as well. I was organized into two different organizations. One to deal with hyper-scale, and one to deal with enterprise capability, and customers can see that. They want to be able to operate in both domains, but even we were organized differently. And if you go maybe five years ago when people started talking about software defined and HCI we finally had a mechanism to say you can build scale out of architectures. We can automate this capability for you. You don't have to actually spend all your opexs, you administration, your talent, and your time, just keeping the infrastructure up and running. And so people broke out of IT by project by Gantt chart, and into flexible architectures, right. Next thing they said is but we still aren't really operating. We're operating in silos of very flexible architecture here in my data center, very flexible architecture in the colo, very flexible architecture in software defined or SAS or cloud. How do I bring it together? So we believe there's a consistency of platform and infrastructure that allows us to move to a consistency of operations. VxRail offers that today, because we uniquely can integrate with VMWare and V Cloud Foundation, to build where now we can take care of the automation, the lifecycle management of the hardware. VMWare together integrated now can take care of the lifecycle of the software stack, all the way up to the IAS layer or beyond, and now we have the ability to say you can look upwards, you can develop, you can build on that, and even more so, if you want to then stitch that together, and have that be the control plane, you can now build that out to other native public clouds, now you have the hybrid cloud. We can actually get there, we can actually organize around it, build it. I mean it's a breakthrough for our customers. And then add on that, some customers have come back to us and said, you have the expertise to do all this for us, can I just consume it? I don't actually need to control it. And in that case we can offer it as a service, and we previewed that as Project Dimension last year, and now the teams are really happy to bring it to fruition all the way to beta with customers today, and really give customers kind of that choice. >> So what's behind that? I mean you've got a team of people sort of monitoring everything, obviously a lot of automation. What's the customer conversation like? I mean it's the early days, but what do they want to know about, do they always just want to say hey you take care of it? Or do they want to peel the layers and say okay, I want to peek behind the curtain before I sign up for this. >> Yeah, so on the platform side, customers want to know how does the integration work. Really where do I have to spend time, energy? Can I really live at this IAS layer, can I live at the PAS layer with pivotal, can I live above that? How do my workflows get managed? And when you say, we're kind of in the environment and the methodologies you already use today with V Center and V Motion and PKS. Then I think you see a light bulb go off of okay, I can really lead the administration to the machines, and the automation. Then the customer who's interested in moving everything maybe to a consumption model, then they have the next question which is can I have consistency not only of infrastructure operation, but of consumption? And that's where as a service offering, really starts to highlight the fact that we can meet you on your journey wherever you are. Some customers aren't ready for that, some are just right there saying that's really the model I want to move to for digital transformation. >> Okay, you got roughly a 20 billion dollar business growing at almost 20 percent a year, so pretty good year last year. Give us the update on your business, why are you being so successful, and I got a follow up question on component, so the supply with. >> Okay sure. So we did have a pretty good year last year. We don't break out servers, but servers are networking as you said, but about 20 billion dollars growing at 28 percent. Why? Well I think we have one of the most capable portfolios of infrastructure. We're uniquely trying to make sure that we are operating within the Dell Technologies portfolio. And so most customers, Dave, have not come to us and said you know what I'd like to do, I'd like to have like 10 more of you guys come meet with me and talk to me about a portion of my business. They said why can't you come and provide all of my needs? But I don't want to compromise. I don't want to have one best of class, and then have to compromise across my other needs. So really building kind of number one all in one place, is that promise that you don't have to compromise. Really it's changed the dynamic with a lot of customers being able to say this is my essential IT infrastructure provider. They have what I need. So that's helped quite a bit. The nature of our business I think is that we are operating from the smallest customer, you need one, all the way up to customers who need a million servers, and we're able to operate in a consistent PowerEdge tenent across all of that space. Then the, I think, and you didn't mention it, but in hyper converged, we're seeing growth rates that kind of put the server business to shame, with we were 65 percent in Q4 in an industry that's growing 40 percent that's on fire. It's a new business model, it's still emerging, but customers, the demand for hyper converged continues to go forward, because that operating model, simplicity, elastic, scale out, automated, is extremely powerful. >> And component supply right now, component pricing, is a tail wind for you. For years it's been a head wind. Is that right, it's flipped? Or not so much >> Certainly, yeah certainly the last two years has been sort of an unprecedented rise in some of our commodities in terms of cost. We're seeing that be deflationary or stable at this point, so it's really changed a little bit of the dynamic of how customers were operating within their own budgets. So now I think we're more in what we're used to in the beginning 23 years as we go forward. >> So actually, last thing, you talked about you used to have kind of a hyper-scale business. Just give us the update. I saw a quote out there that Dell puts more gear out there in hyper-scale environments, than anyone. Can you just give us a little context as to what that means? >> Sure, you know as we go forward, I think we've seen others say that they don't operate in certain businesses, they don't want to be in tier one, and you won't hear that from us. I think where we can add value, and we have incredible assets in terms of engineering, modular data center capability, capability at the edge, real assets like software supply chain delivery, across the board. We want to be able to help customers build their infrastructures. And in the service provider community, I think we've already built up relationships, credibility, and technology, to help them compete. Our standard is if you do business with us, we want you to win in your segment. We want you to transform faster than your competition, and we think we can do that for people, and I think we continue to see quite a bit of success in the service provider's space. >> Well really appreciate the updates, and congratulations on all of the progress you've made Ashley. >> Thank you, great job thanks for having me guys. >> Alright, for Dave Vellante, I'm Stu Miniman, gettin' towards the end of day two, three days wall to wall coverage. Thank you as always for watching The Cube.
SUMMARY :
Brought to you by Dell Technologies All of the action for Dell Technologies, He did admit that the power line goes back to PowerEdge, so give us the latest and greatest. and really a capstone product to our AI ML portfolio. that I wonder if you could just explain to our audience and allow this to be the game changer it is. changing kind of the structure of how you do logs, And cost-wise you're sayin' and so it's just a modeling exercise, but you would expect maybe and such the bottleneck today, that it's well worth it. When you look at the innovation pie and that's the output. and some of the architectural discussion we were seeing. and now we have the ability to say you can look upwards, I mean it's the early days, but what do they want to know and the methodologies you already use today so the supply with. that kind of put the server business to shame, Is that right, it's flipped? so it's really changed a little bit of the dynamic Can you just give us a little context we want you to win in your segment. Well really appreciate the updates, and congratulations Thank you, great job Thank you as always for watching The Cube.
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