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>>Yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, >>yeah. Celebrating 10 years of high tech coverage. You're watching the cube? Yeah.

I'd say for me it's called it's really the power of the of the better together you know to me it's nobody's great apart it takes really an ecosystem of players to kind of work together for the customer benefit and the one that we've demonstrated the VMware with NetApp plus VMware has been a powerful one for well well over 17 years and the person they're putting in terms of the joint customers that have a ton of loyalty to both of us and they want us just to work it out so you know whether you're whether your allegiance on one side of the kubernetes community's battle or another or you're on one side of anyone's you know storage choice or another and I think customers want NetApp and VMware to work this out and in como solutions and we've done that and now what we for the second activist to come out will start that tomorrow I mean to me it starts from what the customer would like to do right and what what we're seeing from customers is it's increasingly a multi cloud world right that expands spans private cloud public cloud and Ed you're smiling when I yeah now there's an opportunity yeah but it's a chance for customers right and so if you look at how VMware is trying to help their meso sort of square the circle I think the first piece is this idea of consistent operations right then we have these management tools that you can use to consistently operate those environments whether they're based on a VMware based infrastructure or whether they're based on a native cloud infrastructure right so if you look at our cloud health platform for example it's a great example where that service can help you under get visibility to your cloud spend across different cloud platforms also be store based platforms and can help you reduce that spend over time so that's sort of what we refer to as consistent operations right which can span any any cloud you know my team is responsible for is more in that consistent infrastructure space and that's really all about how do we deliver consistent compute network and storage service that spans on from multiple public clouds an edge so that's really where we're bringing that same VMware cloud foundation stacked all those different environments you know the networking folks and networking was always relegated to being the underlay or the plumbing now what's becoming important is that the application are making their intent aware to the network and the intent is becoming aware as the intern becomes aware we networking people know what to do in the Estevan layer which then shields all the intricacies of what needs to get done in the underlay so to put it in very simple terms the container is what really drives the need and what we're doing is we're building the outcome to satisfy that need now containers are critical because as Pat was saying you know all of the new digital applications are going to be built with containers in mind so the reason we call it client to cloud to containers because the containers can literally be anywhere you know we're talking about them in the private cloud and in the public cloud they could be right next to where the client is because of the edge cloud they could be in the telco network which is the telco cloud so between these four clouds you literally have a network of these containers and the underlying infrastructure that we are doing is to provide that Estevan layer that will get the containers to talk to one another as well as to talk to the clients that are getting access to those application yeah I mean more than McAfee I think you know you you it's sort of you think of the and the the analog analog to cloud Security's data center security where you think of this sort of Amazon Cloud living in an Amazon datacenter and you know how can we protect that you know the data and the egress access into those cloud and you know same technology sort of apply but to your point that you sort of just touched upon its that cloud is not living in isolation right first of all that Amazon Cloud is connected to a whole bunch of you know applications that are still sitting in a data center right so they may not they're potentially not moving the Oracle database today since they're moving some workloads to the cloud right that's what most most companies are hey guess what there's all these endpoints that are connecting they're connecting both the data center and the cloud you're not gonna proxy to the cloud to get to the data center so there is a gateways so to me cloud security can't be an isolated you know sort of technology that companies have to sort of think about now is there is there opportunity to leverage the cloud to manage security better and get visibility in their security environments to do security analytics absolutely so I think to me that's where it's going because security I think has been proven is no longer you know sort of one thing single thing it's just you have to do multiple things every time I go talk to CIA source they tell me they got this technology that I said he made a minute you you have 20 did you cut down any yeah we've cut down a few but you know they just nervous about cutting down too much because if that one piece of software gets Paul so look I mean I think we again we're kind of really evolving our strategic aims you know historically we've looked at how do we really virtual eyes an entire data center right this concept of the software-defined data center really automating all that and driving great speed efficiency increases and now as we've been talking about we're in this world where you kind of STD sees everywhere right on pram and the cloud different public clouds and so how do you really manage across all those and these are the things we've been talking about so the cloud marketplace fits into that whole concept in the sense that now we can get people one place to go to get easy access to both software and solutions from our partners as well as open source solutions and these are things that come from the bitNami acquisition that we recently did so the idea here is that we cannot make it super simple for customers to become aware of the different solutions to draw those consistent operations that exists on top of our platform with our partners and then make it really easy for them to consume those as well I think we've really broaden and expanded our reach over the last ten years it used to be we're known primarily for our sports programming so now we have inclusive education and health programs we're being able to bring together people with and without intellectual disabilities through those mediums so we've divided resources to schools and education and they run Special Olympics programming during the school day so educators wanna have us because we're improving school clamp campuses reducing bullying enhancing social-emotional learning and so the work that we're doing is so so critical with that community then the air if health we have inclusive health so now we've got health and medical professionals that are now providing health screenings for our athletes so some of the the younger volunteers that we get that are there wanting to make a career in in the medical field they're exposed to our population right and so they learn more about their specific health needs so it's really about changing people's attitudes and so this community of supporters volunteers health Vettel's education were really our goal is to change people's attitudes fundamentally worldwide about people with intellectual disabilities and really kind of produce inclusive mindsets we call it really promote understanding and so now that the the road map that was shared in terms of what VMware looks to do to integrate containers into the ESXi platform itself right it's you know managing VMs and containers Nextiva that's perfect in terms of not having customers have to pick or choose between which platform and where you're gonna deploy something allow them to say you can deploy on whichever format you want it runs in the same ecosystem and management and then that trickles down to the again your storage layer so we do a lot of object storage within the container ecosystems today a lot of high-performance objects because you know the the the file sizes of instances or applications is much larger than you know a document file that URI might create online so there's a big need around performance in that space along with again management at scale the whole multi cloud hybrid cloud movement what's going on out at the enterprise your perspective on kind of where we are in that shift if you will or that transformation and and what's what's driving it you know what's what's creating all the bang you get that question a lot right people ask me what inning are we in question you know it's a regular you know I would say a couple years ago you know as people said I don't think that I think the national anthem is still being played kind of thing you know and I think the game has probably started you know but but I still were think for very early innings and you know I think I'd actually bring it up to even a higher level and talk about what's happening in terms of how companies are thinking about digital transformation and it would I what I think is happening is it's becoming a board level priority for companies they can't afford to ignore it you know digital is changing the Commun obey suspended of advantage in most industries around the globe and so they're investing in digital transformation and I think they're going to do that frankly independent of whatever macroeconomic climate we operate in and so and I think you know the big driving force probably you know in digital transformation today the cloud and so and what we're seeing is there's a you know it's a particular architecture of choice that's emerging for customers yep and I think you know you hit the nail on the head networking has changed it's no longer about speeds and feeds it's about availability and simplicity and so you know Dell and VMware I think are uniquely positioned to deliver a level of automation where this stuff just works right I don't need to go and configure these magic boxes individually I want to just write you know a line of code where my infrastructure is built into the CI CD pipeline and then when I deploy a workload it just works I don't need an army of people to go figure that out right and and I think that's the power of what we're working together to unleash so that was pretty dramatic moment of truth when we deployed atrium and we started the imaging process and it was finished and to be honest I thought that is broken but it actually was that fast so gave us a tremendous amount of I mean ability to deploy and manage and do the work during the workday instead of working after hours and what we doing for data protection before date really we use variety of different solutions backups just to tape and variety of services that actually backed up are they still do or know we've given that a lot up the floor of all the legacy stuff it got rid of that did you have to change your processes or what was that like Wow info we have to we have to get rid of a lot of process they were focused on backup focus on a time that it took to manage backup with atrium date reom didn't have the backup from the day one this is something that they designed I think a second year and that was very different to see the company that deals with storage creating such an innovative vision for developing old I mean developing a roadmap that was actually coming true with every iteration of the software deployment so the second tier that we provisioned was the snapshot and the snapshots that were incredibly fast that didn't take a lot of space that was you know give us ability to restore almost instantly gave us a huge amount of you know focus on not focusing and on storage anymore well since we're here at vmworld right you know be immoral has about 70 million work I think it's actually bigger than the public cloud I you correct me if I'm wrong right uh yeah I mean the I look I'm premise way bigger than the public cloud I have no question exactly and and and what's happening of course is faster sorry but the line is blurring between you know what's a public cloud what's a you know hybrid cloud multi-cloud edge and so look our opportunity is to really make all that go away for customers and allow them to choose and express our unique value add in whatever form the customer wants to use it so you've seen us align with all the public clouds you know you're seeing us take steps in the edge we're continuing to improve the on-premise systems you know with project dimension now it's the VMware cloud on Dell EMC that we're managing for you and it's on demand its consumption and it's consumed just like a public cloud I spend about 50 percent of my time talking to these customers so we learn a lot and here are the four big challenges they're facing first is the explosion of data data is just growing so fast Gartner estimates they'll be a hundred and seventy-five zettabytes of data in 2025 if you cram that into iphone so you take two point six trillion iPhones and go to the Sun and back right it's an enormous amount of data second they're worried about ransomware it's not a question of if you'll be attacked it's when you'll be attacked look at what's happening in Texas right now with the 22 municipalities dealing with that what you want in that case is a resilient infrastructure you want to be the ripples to restore from a really good backup copy of data third they want the hybrid multi cloud world just like Pat Gelson juror has been talking about that's what customers want but they want to be able to protect their data wherever it is make it highly available and get insights in their data wherever it's located and then finally they're dealing with this massive growth in government regulations around the world because of this concern about privacy I was in Australia a few weeks ago and one of our customers she was telling me that she deals with 27 different regulatory environments another customer was saying that California Privacy Act will be the death of him and he's based in st. Louis right so our strategy is focused on taking away the complexity and helping the largest companies in the world deal with these challenges and that's why we introduced the enterprise data services platform and that's why we're here at VMworld talking kubernetes the technology enabler I mean tcp/ip was that in the old networking days it enabled a lot of shifts in the industry you were far that way yeah kubernetes that disruptive enabler yeah I really see it as one of those key transition points in the industry and as I sort of joked if my name was Scott and we were 20 years ago I'd be banging the table calling it Java and Java defined enterprise software development for two decades by the way Scott's my neighbor he's down the hill so I looked down on mr. McNeely I always liked but you know the you know it changed how people did enterprise software development for the last two decades and kubernetes has that same kind of transformative effect but maybe even more important it's not just development but also operations and I think that's what we're uniquely bring together with project Pacific really being able to bridge those two worlds together so you know and if we deliver on this you know I think it is you know that X decade or two will be the center of innovation for us how we bridge those two roles together and really give developers what they need and make it operator friendly out-of-the-box across the history to the future this is pretty powerful yes so this conference is is I think a refreshing return to form so VMware is as you say this is an operators conference and VMware is for operators it's not for devs there was a period there where cloud was scary and and it was all this cloud native stuff and VMware tried to appeal to this new market and I guess tried to dress up and as something that it really wasn't and it didn't pull it off and we didn't it didn't feel right and now VMware has decided that well no actually this is what VMware is about and no one can be more VMware than VMware so it's returning to being its best self and I think against software they know software they know software so the the addition of putting project hands are in and having kubernetes in there and and it's it's to operate the software so it's it's going to be in there and apps will run on it and they want to have kubernetes baked into vSphere so that now yeah we'll have new app new apps and yeah there might be sass ups for the people who are consuming them but they've got to run somewhere and now we could run them on vmware whether it's on site at the edge could be in the cloud your vmware on AWS steve emotions [Music] you

>> From the Silicon Angle Media Office, in Boston Massachusetts, it's theCUBE. Now, here's your host Dave Vellante. >> Hi everybody, welcome to this breaking analysis where we try to provide you some insights on theCUBE. My name is Dave Vellante. I'm here with Jim Kobielus who was up today, and Jim we were just off of the VMworld 2019. Big show, lot of energy, lot of announcements. I specifically want to focus on containers and the impact that containers are having on VMware, specifically the broader ecosystem and the industry at large. So, first of all, what was you take on VMworld 2019? >> Well, my take was that VMware is growing fast, and they're investing in the future, which is fairly clearly cloud and native computing on containers with Kubernetes and all that. But really that's the future and so, what VMware is doing is they're making significant bets that containers will rule the roost in cloud computing and application infrastructures going forward. But in fact virtual machines, VMs hypervisors are hotter than ever and that was well established last week by the fact that the core predominate announcement last week was a VMware Tanzu, which is not yet a production solution, but is in a limited preview, which is the new platform for coexistence of containers and vSphere. A container run time embedded in vSphere, so that customers can run containers in a highly-iso workloads, in a highly isolated VM environment. In other words, VMware is saying, we're saying to their customers, "You don't have to migrate away from VMs "until you're good and ready. "You can continue to run whatever containers "you build on vShpere, "but we more than encourage you to continue to run VMs "until you're good and ready "to migrate, if ever." >> All right. So, I want to come back and unpack that a little bit, but does your data, does your analysis, when you're talking to customers and the industry at large, is there any evidence from what you see that containers are hurting VMware's business? >> I don't get any sense that containers are hurting VMware's business. I get the strong sense that containers, they've just of course acquired Pivotal, a very additive to the revenue mix at VMware. And VMware, most of their announcements last week were in fact all around Kubernetes, and containers, and products that are very much for those customers who are going deep down the container road. >> So that was a setup question. >> You've got lots of products for them. >> So that was a setup question. So I have some data on this. >> Go ahead >> Right answer. So, I want to show you this. So, Alex, if you wouldn't mind bringing up that slide. And we shared this with you last week when we were prepping for VMworld. This is data from Enterprise Technology Research ETR, and they have a panel of 4500 end user customers that they go out and do spending surveys with them. So, what this shows is, this is container customers spending on VMware. So, you can see it goes back to early January. Now it's a little deceiving here. You see that big spike, but what it shows it that, A, that big spike is the number of shared customers. So, you really didn't have many customers back then that were doing both containers and VMware that ETR found. But as the N gets bigger, 186, 248, 257, 361, across those 461 customers, those are the shared customers in the green. And you can see that it's kind of a flat line. It's holding very well in the high 30's percent range, which is their sort of proprietary metric. So, there's absolutely no evidence, Jim, that containers, thus far anyway, are hurting VMware's business. Which of course was the narrative, containers are going to kill VMware, no evidence of that. But then why would they acquire Pivotal? Are they concerned about the future, what's your-- >> Well, they're concerned about cross selling their existing customer base who are primarily on V's, fearing the hypervisors, cross selling them on the new world of Kubernetes base products for cloud computing, and so forth and so on. In other words it's all about how do they grow their revenue base? VMware's been around for more than 20 years now. They rule the roost on the hypervisors. Where do they go from here, in terms of their product mix? Well, Kubernetes and beyond that, things like serverless will clearly be in the range of the things that they could add on. Their customers could add on to their existing deploys. I mean, look at Pivotal. Pivotal has a really strong Kubernetes distribution, which of course VMware co-developed with them. Pivotal also has a strong functions as a service backplane, the Pivotal function service for, serverless environments. So, this acquisition of Pivotal very much positions VMware to capitalize on those opportunities to sell those products when that market actually develops. But I see some evidence that virtual machines are going like gang busters in terms of customer deployments. Last week on theCUBE at VMworld, Mark Lohmeyer who's an SVP at a VMware for one of their cloud business unit, said that in the last year, for example, customers who are using a VMware cloud on AWS, VMware grew the customer base by 400% last year, and grew the number of VMs running in VMware, cloud, and AWS by 900%, which would imply that on average each customer more than doubled the number of VMs they're running on that particular cloud service. That means VMs are very much relevant now, and probably will be going forward. And why is that? That's a good question, we can debate that. >> Well, so the naysayers at VMworld in the audience were tweeting that, "Oh, I though we started Pivotal. "We launched Pivotal so that we didn't have to run VMs on, "or run containers on VMs, "so we could run them on bare metal." Are people running containers on virtual machines? >> Well, they are, yes. In fact, there's a broad range of industry initiatives, not just Tanzu at VMware, to do just that. To run containers on VMs. I mean, there is the KubeVirt, open source project over at CNCF, that's been going for a couple years now. But also, Google has Gvisor, Intel has the Kata containers initiative, I believe that there are a few others. Oh yeah, AWS with Firecracker, last year's reinvent. All this would imply, strongly indicate that these large cloud and tech vendors wouldn't be investing heavily into convergence of containers and VMs and hypervisors, if there weren't a strong demand from customers for hybrid environments where they're going to run both stacks as it were in parallel, why? Well, one of the strong advantages of VMs is workload isolation at the hardware level, which is something that typically container run times don't offer. For example, the workload isolation seems to be one of the strong features that VMware's touting for Tanzu going forward. >> So, VMware is--the centerpiece of VMware's strategy is obviously multicloud, Kubernetes as a lynch pin to enable running applications on different platforms. Will, in your opinion, and of course VMware is hard core enterprise, right? Will VMware, two things, will they be able to attract the developers, number one. And number two, will those developers build on top of VMware's platform or are they going to look to their cloud? >> That's a very important question. Last week at VMworld, I didn't get a sense that VMware has a strong developer story. I think that's a really open issue going forward for them. Why would a developer turn to VMware as their core solution provider when they don't offer a strong workbench for building these hybridized VM, /container/serverless applications that seem to be springing up all over? AWS and Microsoft and Google are much stronger in that area with their respective portfolios. >> So, I guess the obvious answer there is Pivotal is their answer to the developer quandary. >> Yes. >> And so, let's talk about that. So, Pivotal was struggling. I talked last week in my analysis, you saw the IPO price and then it dipped down, it never made it back up. Essentially the price that VMware paid the public shareholders for Pivotal was about half of it's initial IPO price, so, okay. So, the stock was struggling, the company didn't have the kind of momentum that, I think, that it wanted, so VMware picks it up. Can VMware fold in Pivotal, and use its go-to-market, and its largess to really prop up Pivotal and make it a leader? >> Well, possibly because Cloud Foundry, Pivotal Cloud Foundry could be the lynch pin of VMware's emerging developer story, if they position in that and really invest in the product in that regard. So yeah, in other words this could very much make VMware a go-to-vendor for the developers who are building the new generation of applications that present serverless functional interfaces, but will have containers under the cover, but also have VMs under the cover providing strong workload isolation in a multi-tenant environment. That would be the promise. >> Now, a couple things. You mentioned Microsoft, of course as you're in the clouding, and Google. The ETR data that I dug into when I wanted to understand, better understand multicloud. Who's got the multicloud momentum? Well, guess who has the most multicloud momentum? It's the cloud guys. Now, AWS doesn't specifically say they participate in multicloud. Certainly their marketing suggest that multicloud is for somebody else, that really they want to have uni-cloud. Whereas Google, and as you're kind of embracing multicloud and Kubernetes specifically, now of course AWS has a Kubernetes offering, but I suspect it's not something that they want to promote hard in the market place because it makes it easier for people to get off of AWS. Your thoughts on multicloud generally, but specifically Kubernetes, and containers as it relates to the big cloud providers. >> Yeah, well my thoughts on multicloud generally is that multicloud is the strategy of the second tier cloud vendors, obviously. If they can't dominate the entire space, at least they can maintain a strong, provide a strong connective tissue for the clouds that actually are deployed in their customer's environments. So, in other words, the Ciscos of the world, the VMwares of the world, IBM. In other words, these are not among the top tier of the public cloud players, hence where do they go to remain relevant? Well, they provide the connective tissue, and they provide the virtualized networking backbones, and they provide the AI ops that enables end-to-end automated monitoring management of the entire mesh. The whole notion of a mesh architecture is something that grew up with IBM and Google for lots of reasons, especially due to the fact that they themselves, as vendors, didn't dominate the public cloud. >> Well, so I agree with you. The only issue I would take is I think Microsoft is a leader in public cloud, but because it has a big On-Prem presence, it's in its best interest to push containers and Kubernetes, and so forth. But you're right about the others. Cisco doesn't have a public cloud, VMware doesn't have a public cloud, IBM has a public cloud but it's really small market share, and so it's in those companies, and Google is behind, but it's in those companies best interest really to promote multicloud, try to use it as a bull work against AWS, who's got an obviously awesome market momentum. The other thing that's interesting in the ETR data when I poke in there, it seems like there are more people looking at Google. Now maybe that's 'cause they have such strong strength in data and analytics, maybe it's 'cause they're looking for a hedge on AWS, but the spending data suggests that more and more people are kicking the tires, and more than kicking the tires on Google. Who of course is obviously behind Kubernetes and that container movement, and open source, your thoughts? >> Yeah, well, many ways, you have to think, that Google has developed the key pieces of the new stack for application development in the multicloud. Clearly they developed Kubernetes, its open source, and also they developed TensorFlow open sources, it's the predominant AI workbench essentially for the new generation of AI driven applications, which is everything. But also, if you look at Google developed Node JS for web applications and so forth. So really, Google now is the go-to-vendor for the new generation of open source application development, and increasingly DevOps in a multicloud environment, running over Istio meshes and so forth. So, I think that's, so, look at one of the announcements last weekend at VMworld. VMware and NVIDIA, their announcement of their collaboration, their joint offering to enable AI workloads, training workloads to run in GPUs in an optimal high performance fashion within a distributive of VMware cloud end-to-end. So really, I think VMware recognizes that the new workloads in the multicloud are predominately, increasingly AI workloads. And in order to, as the market goes towards those kinds of workloads, VMware very much recognizes they need to have a strong developer play, and they do with NVIDIA in a sense. Very much so because NVIDIA with the rapid framework and so forth, and NVIDIA being the predominant GPU vendor, very much is a very strategic partner for VMware as they're going forward, as they hope to line up the AI developers. But Google still is the vendor to beat as regards to AI developers of the world, in that regard, so-- >> So we're entering a world we sometimes call the post-virtual machine world. John Furrier is kind of tongue and cheek on a play on web tudauto. He calls it cloud tudauto, which is a world of multiple clouds. As I've said many times, I'm not sure multicloud is necessarily a coherent strategy yet as opposed to sort of a multi-vendor situation, Shadow IT, >> Yes. >> Lines on business, et cetera. But Jim, thanks very much-- >> Sure. >> For coming on and breaking down the container market, and VMworld 2019. It was great to see you. >> Likewise. >> All right, thank you for watching everybody. This is Dave Vellante with Jim Kobielus. We'll see you next time on theCUBE. (upbeat music)

>> Narrator: Live from San Francisco celebrating 10 years of high tech coverage it's theCUBE. Covering VMworld 2019 Brought to you by VMware and it's ecosystem partners. >> Welcome back everyone to The Cube's live coverage here in San Francisco, California for VMworld 2019. We are here in the broadcast booth. We have two sets going on all day for three days. The last day of winding down VMworld of our coverage. I'm John Furrier, my co-host Dave Vellante. Stu Miniman is holding down on the other set. But here we are going to analyze what's happened at VMworld 2019. We've assembled the top industry analysts. My co-host Dave Vellante, Peter Burris and David Floyer with Wikibon who have been in the analyst sessions in the hallways, doing briefings, digging getting all the data. Let's analyze it. Guys welcome to theCUBE, welcome back to theCUBE. Good to see you. >> Thank you. >> All right so what's the analysis. VMworld 2019. >> What's the core of it? I believe that the core of it is that they're taking their centralized and data center platform and extending it. Extending it to the edge, extending it to every aspect. Extending it to multiple clouds not just AWS but a whole number of clouds. Extending it right the way down to the edge even with ARM processor capabilities, and extending the interoperability, the hybrid nature of those offerings. And trying to establish themselves as one of the core platforms for distributed hybrid processing. >> Peter what's your take? How should the business model with Pivotal, they got security in there. What's your analysis of VMworld 2019, what's happening? >> The analysis of the show is, it's, I'd say it's interesting. It's not as strong as it could've been. But let's start here, per what David said, look, these guys made a major bet three years ago that a lot of, it was like on a knife's edge, which way is going to go. And it went the right way. And we observed last year that it went the right way not just cause it was a good idea but because Gelsinger built the team that could execute. And what I would say out of David's stuff cause I think you're a little bit, you're getting ahead a little bit on some of the edge stuff and there's still a lot of work that's got to get done but I think what users should walk away from the show with is they made a bet, it turned out to be the right bet and this is a team that can execute. And the promises that they had been making they have been realizing. And that's where I say that it's kind of what's, it's almost a weird thing because in many respects VMware could be screaming from the rooftops at this point in time that they are Switzerland with teeth. They can work with everybody but do so in a way that actually does have manifest impacts on how digital businesses work. And so I think in almost a weird way VMworld 2019 was more subdued than it could have been. The industry is still looking for that thought leader that company that's going to provide that kind of central, that kind of center piece of what's going to happen. And a lot of folks don't want it to be AWS. And it's almost like VMware could have been a little bit more forceful, a little bit stronger in how they talked about the success that they're having. >> So you're saying they're a little bit humble. They could have been louder and prouder about their accomplishments. >> Or you know, sometimes I almost wondered do they really know the tiger that they're riding right now because they're a lot of enterprises out there that are truly starting to bank on these guys and their success is being increasingly tied to VMware's success. >> Peter brings up a great point, I want to get your thoughts on this because you've been digging into the numbers. I think they actually have a great team, they got all these business units they seem to be kind of getting them into formation. It's almost as if they don't want to brag too much because they got more work to do. As you mentioned the edge. >> Peter: Yes a lot of work to do. >> And I think you laid it out perfectly in terms of what they're trying to do. I think Peter you bring the reality to it but they've still got to beaver away on some things. They got work to do. What's your take on this? >> Well, so I want to pick up on something that Peter said, so Pat said the strengths lie in the differences not the similarities. There's a lot of differences between the bets the VMware is making and the bets that Amazon is making. Now, can they both payoff, yeah they probably can but we've noted the differences. Amazon doesn't talk about multicloud. Amazon says cloud security is great. Don't say it's broken, that's a bad narrative. Amazon says that they want to be or they are the platform for developers and the future of the best infrastructure in developers company. That's what VMware wants to be. So I see those two at odds. >> Well aren't they different animals though. Amazon's in the cloud business. >> They are different animals except when it comes to the large enterprises that this year have actually put stakes in the ground about how they're going to move forward with cloud. >> John: What are those stakes? >> Well, first off they're saying, where the data goes, that's where the service needs to go. They're starting to acknowledge that the relationship between data and IP is very real. They have fully acknowledged it's going to be hybrid cloud or it's going to be multicloud and that SAAS applications are going to be still, as bet with our analysis, is going to be the dominant feature of that. And I don't mean to cut you off Dave. >> Dave: No it's all right. >> But that's where the enterprise is going. The enterprise doesn't want to spend a lot of time talking about S3 and object stored. They want to talk about how the services are going to get to the data where they want the services to be. >> John: Good point. >> I think there's one other point that we should add to that what VM's capability is, is that you don't have to migrate the applications. VMware owns those applications and the cost of migration is huge. >> Peter: If the application's in VMware. >> If the applications in VMware. So they're offering ... >> John: Which many are. >> Peter: Many are. >> Many are yes. So they're offering a lower cost way of getting to the cloud if they can execute on the capabilities of putting containers into their platform and to make it a microservices platform. So if they deliver that and maintain that continuity with their existing base that is a powerful place to come from. >> Although David, I think you'd agree with this that even in the cloud today things like microservices are not really the as is position. It's definitely ahead and it's moving forward but so VMWare can show, we can get you to that cloud experience. We may lag a little bit when it comes to containers but it's going to be a few years before containers are the default way of doing things. >> Guys Pat Gelsinger, I want to get your reaction to this cause this is, you have to add some color to this because he left it just hanging out there. His last comment was, looking forward 10 years, and look back for 10 years of theCUBE coverage, he said networking, security and Kubernetes are the three waves that you need to be on. >> Networking, security, and Kubernetes. Not networking security. >> John: No, networking as a ... Networking needs to solved, security and Kubernetes. Three waves, you got to be on those waves. What does he mean by that? What do you think he means by that? Networking in terms of on premise networking. >> Well I think that, I'll start David. But I think the first thing to note is that, and Dave and I have talked about this a lot in some of the segments we've done. The cloud was miscast as a centralization trend. What the cloud really is, is a framework for how you think about distributing data, and distributing the work that's going performed against that data closer to where it's actually required and where it's actually created and consumed. And that's really how we should be thinking about the cloud, is it's a way of distributing work and distributing data to where it needs to be. That means networking is essential because, and we're starting to hear this from large users, in many respects they're wondering how their networking strategy and their cloud strategy are going to fold in and be the same strategy. On the security front, yeah you got to have end to end but how do you put a perimeter around a cloud. That's not clear. And we're thinking about going towards data security you know, data security and zero trust security but perimeter still, stuff is still very important. There's some very new technologies and interesting technologies that are trying to bring some of that perimeter stuff to that notion. Networking, security, and the last one was Kubernetes. The thing that's interesting and I could see why Pat would say that because it's very true for VMware. >> They're betting on Kubernetes. Is that another knife edge bet? >> Well no it really isn't. See, it is, maybe you could say it is but look, a virtual machine virtualizes hardware. A container platform virtualizes the operating system. And so is it possible the containers are going to end up virtualizing VMware and what does that mean for VMware? So VMware has to reach up and be a phenomenal place for containers, otherwise the value propositions going to move up and beyond them. >> And the Kubernetes has been picked because that is an open source. It means it has the potential of being a standard across multiple clouds, and offers that ability to automate and orchestrate across in a way that no other set of software can do. It's a long way to go. He's putting a bet on it and I think it's the correct bet to do there. But it's a long way to go before you will see if that's the right bet. >> What about networking and security honestly, IoT's in there. Peter mentions these use cases that requires data. The original Cloud 1.0 definition was, I'm building it out, I'm a startup. I'm going to just build my app in the cloud and I'm not delivering, the data's in the cloud. >> Peter: And all my users are going to connect to the cloud. >> Now Cloud 2.0 is really going down what you're saying so networking becomes fundamental. >> Networking becomes fundamental not just to move data around but to move code to data as well. >> Well to your point the cloud is this massively scalable distributed system. >> That's right. It is the massively distributed, scalable distributed system and the other thing that I'd say about Kubernetes, networking and security is Kubernetes is a cluster, a way of describing or thinking about application from a clustering standpoint which is inherently networking. And so Kubernetes in many respects is describing how application networking's going to look in a few years. But the other thing that's interesting about it, is because it's virtualizing that operating system, challenges associated with distribution of code, of versions, of all that other stuff about how you handle software life cycle, with Kubernetes, it's going to be that much more cloud like in the future. And I think as we go forward it would be interesting to imagine a security model that is built on top of Kubernetes that allows you to literally take elements of containers and vary those containers in just like every 36 hours so no part of your code base is older than 36 hours. Think about how much more secure that would be than what we have today. >> I'm a big fan of Kubernetes. I think it's a great bet. I don't think it's a knife edge. I think it's pretty obvious and it's either go one way or the other. The cloud guys are either going to fork it and slow it down >> They'll fork it and slow it down but it's still going to go. >> That's job number one. Job's not done so Kubernetes doesn't run. >> Let's put it this way, John, that in 10 years 80% of software is not going to be based in Kubernetes. >> John: Guys switch topics here. >> Dave: I think that's a safe bet. >> Yeah. >> Let's switch topics. I want to get analysis on VMware as a software company. Pat mentioned Nicira, which was SDN which became software-defined data center. Obviously big moves with 5G which I think is more of a telegraph of the future. Service provider narrative. Kind of sounds like going after Cisco to me. So Cisco's value proposition, again to your point about directionally correct, VMware makes these statements. Their most product direction with a demo, they show a little directions, some clarity and then they got to fill in the blanks. That's been their move. Cisco's up and running, they have a network of devices. They have UCS, ACI. Is there a collision course with VMware and Cisco? >> Pat said on theCUBE, we've got a multi billion dollar networking business. He said in the past that Cisco's a great hardware company. We want to do to networking and storage what we did to compute. I think it's no question. And then the data from ETR, the Enterprise Technology Research guys, the guys that do the panel, show that very clearly NSX is slowly negatively impacting Cisco hardware sales. So, yes, there's absolutely no question in my mind. Having said that, when you talk to customers, and I've talked to several this week and I've asked them that question. How is NSX affecting your Cisco spend. These are Cisco customers, and they say, oh we're sticking with Cisco. We're going with ACI. because that's the majority of Cisco customers to your point David, aren't going to just migrate off and throw away their Cisco gear. It's not going to happen. >> It's the same thing. They've invested a huge amount of money in doing that. It works and as long as Cisco ... >> Who's they, Cisco? >> No the customers have invested that huge amount of money in all of that infrastructure all of that way it works and they will, as long as Cisco continues to invest and continues to invest in software as well for that platform. >> If you're advising the CEO of Cisco what would your advice be to him? Get your thinking cap on, you're coming next. Hold on I want David to go. >> He's dying to jump in. >> The core that Cisco has to manage is finding solutions to multicloud and hybrid cloud issues. There has to be an end to end. They have to provide more of the data planes, more of the control planes, and more software to enable this connectivity across these different clouds. >> Can Cisco move up the stack as fast as VMware because one's a software company one is a hardware company but it's software now. >> That is the challenge that Cisco has is putting in place the people the resources and the techniques to actually drive that. >> Your thoughts, your advising the CEO. >> So before I advise the CEO I'm going to make one quick observation about the collision course. I was trying to think about this Dave. I can't think of, just off the top of my head, I can't think of a single hardware company that was driven out of business by VMware when they virtualized systems. Maybe there were some, maybe there were some that would say, oh I'm gone because of VMware. I think it made it more productive, it probably took some of the capacity out. But at the end of the day the stuff doesn't run on hamsters right. It's an interesting question. >> Sun? >> I don't think it was VMware. >> Not directly but it certainly gave a lot of tail wind to X86 [John] Linux and Intel killed Sun. >> Right, gave a big tail wind to X86. That was a different set of trends, right. It was related, your right. >> Dave: Definitely related. >> But the point it, I'm not sure that NSX is going to drive networking companies or network hardware companies out of business. >> No I didn't say they'd drive them out of business but would you not agree that VMware made the server business a lot less interesting? >> It changed the value, it changed the degree to which the hardware itself was regarded as the asset around which the IT Organization had to create it's value proposition, it's organization it's worth closing center. VMware became much more strategic than ... >> No question about it. >> Than HP, Lenovo. And Dell servers. >> We should talk about this more. >> Right now you're advising the CEO. >> So here's my advice to the CEO of Cisco. Your networking guys are killing innovation in your company. Right now the networking guys have an absolute stranglehold on how Cisco behaves, where Cisco does. We've all encountered these really great ideas bubbling up out of Cisco and they emerge and they're there for about six weeks or eight weeks or six months and then they suddenly disappear and you go and you do the forensics on the crime that was committed and it turns out that the networking hardware guys ended up rising up and affectively launching the antibodies on every new innovation virus. >> You mean internally in Cisco? >> Dave: That's a really interesting point. >> They have a Clayton Christensen innovators dilemma problem that they got to fix. >> And Chuck Robbins I think understands this and this is why he's putting so much emphasis on DevNet. Because he see's that the DevNet opportunity to create infrastructure that's programmable is a way potentially out of that innovation lock. >> If I was advising the CEO of Cisco I would kind of take the same cultural thing. I think you're right on the money on the culture. Gelsinger has a team, you point that out that's really good insight. My advice is simple. Double down on DevNet. Turn the networking guys, by the way, who have the keys to the kingdom in every single enterprise so they're running and operating enterprise networks and data centers. The network guys are the most powerful people in the companies in IT. Turn them into active coders. That's what DevNet is doing. That is totally the right move. Change the culture within your customer base, If that's not going to work internally then you know. >> But the whole of the cloud thing has brought together storage, networking and compute as a single object, a single distributed object. And one of the things that VMware has done with NSX is reflect what AWS and ITO were doing beforehand which is lowering the cost of storage very, very significantly, and putting the functionality into software as opposed to hardware. >> If I was Cisco, I would be looking hard at doing something big with Google. Because Amazon is VMware's preferred partner. I would figure out a way to get belly up to Google and figure out something bigger. It's not going to happen with Microsoft. They don't really need Cisco. Google needs someone like Cisco. >> I'm sorry from a customer engagement standpoint? >> From a customer engagement standpoint and to help Cisco's cloud relevance. Cause right now even in the multicloud world, no one even knows. What you just said David, that's exactly what Cisco's doing and nobody even knows about it. >> That's right. >> Well they could be the backbone of the Cloud 2.0. Go back in history, coaxial cables had many computers attached to them. Then you had Cat 5, Cat 3 wiring, you had hubs. Then you had subnetworks, you had internetworking. Campus building. That became the network. Cisco is the same kind of option for cloud to be the on ramp. That's what VMware wants to do. Dell wants to be the on ramp, VMware wants to be on ramp. Cisco's running the networks ... >> And another piece for Cisco, and you've said this before Peter, is security. You talk about VMware being the cloud security company, if I were Cisco those would be fighting words. Cisco is in a strong position from it networking base to be a leader in security. >> And I think you got a good point Dave. The thing I'd say John, and you guys have all heard me say this, but I'll say it again. What killed mini computers was not just the microprocessor. It was that DEC had DECnet and DG had digital whatever it was. And along came Ethernet and along came IP and along came Cisco and it flattened all those networks. Networks want to be flat. And AWS, if you start to talk about Kubernetes, all these little proprietary tweaks to Kubernetes which fundamentally is how you think about doing a programmable network, physics and everything else, technology is going to want to flatten that stuff as much as possible. And Cisco should be participating in that and they're not because their networking guys are saying, no, no, no, nobody gets into our sales organization except us networking hardware guys. And that's a problem. >> They got to go back. When VMware went back to their roots that made them stronger. Cisco's got to go back to their networks thinking it differently, I agree with you. They could be the backbone for multicloud. That's their opportunity. >> But it's got to be a flat network to do that. They've got this entrenched North, South mentality even though they see the trends. >> Okay, final summary guys, let's wrap this up. Let's go around the horn, start with Peter. Take-away's from 2019 VMworld, our 10th year theCUBE coverage. What's your thoughts? >> The machinations, two I'd say. The organizational machinations inside Dell Technologies have got a long ways to go. There's a lot more coming as Michael figures out he wants to institutionalize all this thing. But he's got two great executives. Pat Gelsinger has turned into a pretty darn good CEO. So I'd say that VMware is seeing the market good, they've got a great team, they're executing really well. They're at least putting bets where they need to but here's, I think the biggest weakness, and this came up in one of the session in the analyst thing, we all know how VMware expects things to come to VMware and how VMware is going to be effectively the manager of record, the cloud of record for all clouds. Okay good. But it's not going to be. The reality is VMware is going to emerge as an extremely important on premise and cloud technology if that's what you want to do, that allows companies to have those options about where they put stuff. But how is VMware going to express itself to other clouds? From a management standpoint, from a control plane standpoint, from a data standpoint. That's not clear, and big enterprises are going to start pushing them pretty soon to say, okay great, but we're not just going to do you. How are you going to be managed by the stuff that we want? How are you going to be a resource where we want our management points to be. >> John: Dictate terms. >> Right. >> The customers going to dictate terms. That's a great point. David Floyer you're up. >> All right, so the biggest challenge for VMware is that is making themselves successful in the public cloud. AWS owns that business. They are very, very cost effective. They are driving very, very hard, and the clash is going to be when AWS goes into the distributed side and comes into full contact with Dell and VMware in that space. So the race is on between the efficiency that they can create for this network and the efficiency that AWS can create by getting better and better at distributed computing. They will go into multicloud, they will go into. >> John: Dave your thoughts. >> I've talked a lot this week about multicloud and what I think is real and what's BS. I've talked about VMware's acquisitions. I want to change it up a little bit. When you come to these events, the big picture of how we're changing the world and we're changing society, tech for good, all that stuff, I just want to make a point for historical context. I think it's indisputable that the first 50 years of last century from the early 1900s to 1950s were far more remarkable than the last 50 years of IT. And I think sometimes we sit out here in Silicon Valley and smoke our own, you know, whatever, >> It's legal here actually. >> And how we're changing the world. And I'm not saying we're not changing the world but Pat Gelsinger said there's never been a more important time to be a technologist. Well he may be right, and I'm not saying this to disparage the statement but I'm just, again trying to provide some historical context. You're up against telephones, planes, automobiles, the electrical grid itself. So I leave you with this question, what's more impactful from a society standpoint, and from an economics standpoint, the move from automobiles to autonomous vehicles or the move from horses to cars? And I think that as an industry we have a long way to go in terms of being the most important time to be a technologist. >> I think I agree with Gelsinger. It's the most important time to be a technologist now cause more than change is required. I think if you look at the data, I think this shows all about Cloud 2.0. I think some of the things that Peter, Dave you pointed out points right to it. Customers are dictating terms and the infrastructure's evolving and the enablement of what that system looks like is going to spin in favor of the customer. And they're going to start making those changes because to change society, it's not going to come from the vendors. That's just philanthropy. It's going to come from people building applications. I think the Cloud 2.0 equation has to fill out. >> I think you're right. If in fact this is going to be the most important time for technologists, it absolutely has to come from the buyers of technology and the people applying technology not the vendor community. No doubt. >> It's a great question though Dave. Great question. >> We're going to take that question to our power panels in the studio, Palo Alto and Boston. Of course theCUBE studios. Check it out. We are here wrapping up VMworld 2019. Want to do a shout out to VMware for allowing us to be part of their ecosystem for 10 years. It's been a great run from 2010 when we had cameras that we turned and we thought they'd work, they did. The system got better every year and that's to the generous support of our ecosystem partners who sponsored theCUBE so we can create content editorially and co-create with the sponsors for the betterment of the audiences. And thanks to that we get better equipment every year. And shout out to the great team we have here. Amazing execution. Two full sets. And thanks to my co-hosts and the teams. Stu's not here, he's on the other set. Jeff Frick who's running it all. What a great team. I want to thank VMware and the entire community for 10 years. That's a sign off for theCUBE. 10 at Vmworld 2019. Thanks for watching. (upbeat music)

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back inside the Moscow The Center. We're here, Mosconi North, Wrapping up our coverage here. Veum World 2019 Glad to have you with us here on the Cuba's. We continue our 10th year of 10th consecutive year of coverage here of the events to minimum, along with John Wall's joined now by Robin's Lee, who was director of data protection, product marketing and L E M C Rob. Good to see you, sir. >> Hey, Joan. >> So you almost want to walk to the first person I saw when I walked in the room the other day? >> You. And >> now you won't be one of the last on effort to tell Shy, Who is the director of Data protection and Cloud native APS. Adele AMC Effort. Good to see you, sir. Good to see you. Yeah, First off, let's just let's just talk about the world of data protection in general here by sucking multi and hybrid and all these things. Your world's changing a little bit, right? Because of these new environments in these new opportunities. So if you could just paint that 30,000 foot picture first off thematically, how how your world is evolving. >> Yeah. I mean, I think the key would indebted protection is data, you know, and I think that wherever it is created, and wherever it is managed, customers need to look after it. You know this? The old adage that there's only two things that customers worry about one is their employees, and two, is there data. So as we've seen the adoption of of Cloud is a A zone infrastructure model on you're starting to see many customers extend their own premises infrastructure to the cloud on using the cloud for production level applications. They realize that on often they're told, you gotta do something about your data. So that's led to all vendors and especially ourselves over the last several years, really expanding the portfolio and the capabilities that we have from a non premises centric environment to the multi class. >> Yeah, so every ah, a lot of discussion about kubernetes. Before we get into that, you've got cloud native in your title, and Rob talked about data and talk about the applications I'm hoping you can bring us inside is to you know, what's different when we're talking about cloud native applications that from a data protection standpoint, you know, what do you have to think about differently? Is it the micro Service's architecture in containers Fundamentally changed the way things are done, is it, You know, similar what we've done in the past? >> Definitely. We see customers. Some customers are taking what they head back now and they move it in tow. Cloud native infrastructures. A lot of customers are building new applications and new workloads, and they build it on top off new applications. So they basically building a whole new set off applications and infrastructure and want to combine in together and they come to us on Dad, ask us, How do I protect this? And these things spin up, spin down, move around. They have very different life cycle than the traditional applications. >> Okay, Yeah, it's funny. You know, Rob, I think back to you know, it's like tape. You know how we dealt this because of the environment versus disc versus, you know, containerized application. Buoyed by the time I want to set something up isn't that gone and things move around all over the place. It's You gotta put a different different types of environments than you need to span. All of these >> I was chatting with with every earlier, and we were talking about what? What's what's changed, kind of in the last couple of years around the deployment and usage of of kubernetes, the deployment of containers. And after he was saying that one of the most fundamental changes is the introduction of persistent volumes on a Sooners. Persistency comes into the mix. You know, that's where things start to change. And, you know, Jeffrey's phone started ringing with respect to hate. What are you doing to bring dead protection into you know, this environment? >> I think two years ago, everything was Toby stateless on then suddenly, people understand that's not enough. You need to add states some states to existing applications. And then the notion of persistent volumes came along and then customers and developers so that it's actually working quite nicely. And they started relying more and more on moving more state in tow, their applications running on containers, environments. So the first thing that customers ask us about is where I store my data. Where's the primary volume that is done by our storage folks? The next question is, how do I protect my data? And this is where we come into the picture. And we offer an architecture that is built for containers environment and takes care off that life cycle that we talked about before. Containers are coming and going. You need to protect the data and the containers, the data and the meta data together in order to bring that protection level of customers. Looks from, >> you know, as as the concerns about data protection have been elevated now and sea sweet discussions now, um has that created a different approach, or maybe a change of tone or tenor from your clients to you, because the discussions are being elevated in their own businesses. And and so there's Is there a different kind of attention being paid to this or different kinds of concerns that maybe 34 years ago? Yeah, >> I mean, it's interesting. I mean, one of things we were on every couple of years is a ah, global study. We called it the Global Day Protection Index. This year, we we interviewed 2200 i t. Decision makers and we kind of asked them about you know, how how are they value in dead protection and also how the valuing data and the one thing that has definitely changed is that the value of data to them has become Maur critically important. I think it's always been important, but I think you know, if they start thinking about data is capital, you know they are starting to realize that it's only capital if you've got it. If you don't have it, it's It's nothing Thio >> and it's only yours if you have it. Well, yeah, and nobody else. Absolutely. Right here. >> Every kubernetes courses open source and everybody's got what they're what they're doing in it. You've got announcement, some work you're doing with VM, where it's open source. Also bring us inside a little bit. Valero, how did we get to this point? You know this, you know, part of the C n c f. Yet it kind of being submitted, or how does that fit into the whole community? >> Yeah, sure. So, as you said and we talked about earlier this week with Beth and people at the protection announcements We are working with collaboration with Valero now part off Veum, where in orderto being that data protection solution So Valero is an open source projects. It's out there in the open. You have thousands off stars get up. Stars are very popular among the Dev Ops community about communities users you can hear about it from customers that are looking for for solutions. There is very good at backing up cluster containers and applications. And we have a lot of experience in enterprise data protection making sure that you have a solution that, um, has compliance reporting. You contract your data, you can define policies scheduling all of that eso we are combining these two and collaborating with Valero in orderto have a solution that answers. Boston is off the back of that mean and they just want to go home knowing that the production environment is protected, the and the develops people in the communities administrators and they just want toe, get the volume and forget about the protection. Everybody can work in their environment with the tools that they know with permissions that they want, and they can both work together and be happy. And the companies that we work with are the ones that have good relationship between the devil steam and the backup administrators. And they see that the same table and talk to us, and everybody tells us what they want and what they need. As a result, we build a solution so that we'll be able to answer the needs of both of them. >> So do you have to build sometimes those relationships within a company to get them to talk or collaborate in a more conducive environment cause you see all kinds, right? I mean, you see, the full range just talked by then a free that some very successful, some very constructive, maybe some that that aren't on the same page agent. So that's almost part of your responsibility. Coming before you even get to where you could talk about the work, we've got to talk about the collaboration. Yeah, that they're not area >> we really come When there is a story, people try to move their applications to production. The developers are really already working on something, and now the developers want volumes on the I T ops people. Tell them No, no, no. If you can't protect it. According to our rules. We will not pass the audience. We can do that for you, and that creates the friction inside those teams in the organization that we talked with. There is recognition off that already and now they come together to the table and they want to hear something that would they would be able to work with us both on the management on the I T ops and and management on cube control and what develops people are using. >> And it's it's large companies that are coming in talking to us. And I think, you know, when you get a large companies, quite often you have some more of these things different fiefdoms of, of, of users inside. But because they're large companies, they have, you know, certain requirements from regulations and compliance is perspective. So they have those concerns, but and every has been saying is we look at the early design partners, customers that were looking to work with, you know, the big the big companies coming to us. >> Rob, can you just help us understand? We talked about Valero there says some open, soft, soft, soft words. That's the power tech. Just sit on top of that >> s Oh, it's a great question. So, you know, as you know, we introduced power protects after exile technologies world. It started shipping to customers at the end of July. And Coop, in any support, is really the first example of what we said that we were going to be able to do, which is more rapidly bring new workload to new capabilities into our power, protect softer offering than we've ever been able to do before. You know, we're really embarking on a quarterly release cadence, you know, which will allow us to, you know, to do things that, you know in our existing portfolio are released cadences. What's being measured in in many, many months and quite often is long as a year and beyond. So what we will do is the tech preview that we that we announced this week. You know, we will roll that out in a nup coming release in production on that will become available to any of the parent protect software users. So right within the power protect software match me interface. You know that has the VMS support Oracle sequel in file systems. We'll add the additional workload support have been able to protect kubernetes using the same workloads, the abilities to create protection policies and I'm interested every is is with protection policies. Because that she was saying about how the environment can change quite rapidly is that by using a policy, you don't need to watch for those changes as changes happen, the policy. We'll keep track of what it needs to do as far as protecting the new applications as they come up and have to go away. >> What happens is the ones we find. The policies are the arty operations in the back apartments. They want to comply with the rules that they have, and they define the gold, silver, bronze policies, whatever have you and then they can give it to the Cuban, said Means. And, the criminalist admits, can say OK, these are my volumes. These are more applications I will just use keep control and potatoes objects We will discover that will automatically create a schedule that would create that that backup. So in essence, the community suddenly doesn't need really need to care about the compliance rules they need to care about policies and the Becca pod mean can take care of other wrist >> and the applications of driving the policies and not not the other way around. >> Yeah, I mean, the creepiest ad means are used to defining policies in terms of five day provisions, their storage, for example. We want to do the same in the data protection area. >> So as far as things like retention periods, as far as whether or not the data needs to be replicated, where not the data needs to be a tear to the cloud that those are all things that the I T admin team can do on it sort of separates kind of orchestration and governance is, is a big part of perfect ex often >> love to get your viewpoint on is data protection historically was not one of the faster moving things in the I T. Realm Last two or three years at VM World, it's been one of the hottest topic, I said. You know, the keynote on Monday felt like we were kubernetes world. Not quite Cube con just yet, because there's a lot of projects there, but I walked down to the the show floor. It's not storage world like Thursday. Its data protection world is Cygnus lots of glowing parties of people so that customers, you know, the embracing change. And what does that mean for your portfolio? >> Yeah, I mean, it's interesting. I mean, I think over the years, if you think about where you go if you want to learn about data protection, VM world is probably one of the best shows to go to because >> we're >> all here. I mean, I mean, you know when you know, you know, I've you know, I've been crazy enough to be in the debt protection business for almost 15 years now. Um, and it hasn't changed. If you if you want to talk to data protection vendors than VM World, is a really good show to go to. You know, I think that that for us, you know what I am. Where has done is It's It's It's It's It's provoked provided a common foundation, you know, And that's also providing a common foundation to get us from on premises into the multi cloud environment. So once she developed, um uh, great data protection solutions in the van, where environment is that you're your target market becomes quite broad because, you know, there's so much VM were virtual ization out there in the market, but you're absolutely correct. Is that you on the show floor? And it's It's It's an interesting sight >> thinking. In addition to that, you also have obviously been at this in the show, and I think what we have seen over the last couple of years is that customers were coming tow us, asking for solutions. And this is why we were able, with the power, protect architecture and platform to innovate more quickly and respond to those faster changing trends. Because now you have persistency of volumes. Now you have protection. The M were acquired. Help tell, you know, we could work together on creating the solution. >> Yeah, absolutely. Have we've been at the Cube contract for number years. Help Theo. Of course, the president's last year VM were had a bigger presence, but that maturation of the storage component with something we knew would take time. You know, we watched it in the virtual ization world. Those of us that lived through that, you know, 10 to 15 years ago and container ization. It's starting to reach that maturity, and we're getting that inflection point >> if you also want to think about the announcement that path made on the keynote on Monday where he said we're goingto work much more with park protects, toe address, spot data protection capabilities. This is one of the things we're collaborating With the help to your team, we're contributing to the open source. We're building together things that can move in the pace off communities and address the needs off our more legacy. Companies that needed protection with complaints. >> So, Rob, that will keep you in business for another 15 years? >> I hope >> so, gentlemen. Thanks for the time. Thank you. Appreciate that. Especially on your birthday. Right? Tomorrow. Tomorrow, Right here. Tomorrow. Your birthday home for that Happy early birthday. >> Thank you very much. >> We should have a cute cake, but should especially >> the end of the day. >> I know, I know. I'll end of the day. We got something better than a cake. Gentlemen. Thank you again. Thanks. We'll be back in a little bit. Streaming content. Continuing coverage here. Avian World 2019 with some final thoughts from our panelists. Just a little bit. See on the other side for that

>> live from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back to San Francisco. We continue our coverage here. Live on the Cube. 10th year John of covering Veum World This is 29 teens version John for John Wall's Got to have inside the Moscone Center. We're joined now by Varun Chabrol It was the vice president of marketing at Delhi M. C. Good to see you today. >> Thanks for having me. >> How's your week been? So far? >> It's been amazing. How can you don't get excited? All the innovation we're seeing this week >> we'll hear about some big announcements. Do you guys have made? And Moon Young Man Azzedine, who is the vice president of product marketing that for cloud security and works based solutions at Veum wear when you're good to see you. >> Good to see you again. You, By >> the way, you might be the busiest guy here. Yesterday, when you came into the set, you were coming in. Just spoken to 1300 people in a standing room only session You coming out? 500 folks, How many sessions have you done? The seven. So >> you don't count the the one on one with the analyst. And, uh, you know, the customers and partners and press. And tomorrow actually host ah 140 press media analyst on campus in Palo Alto from Asia Pacific because they float all the way from Asia >> plus 140. Yeah, it's a piece of cake. >> Yeah, hose them from 10 to 4. So, I mean, >> you're always smiling >> knowing that this is a pretty wide audience to whom you've been speaking. But just generally, what are you if there's a common thread at all about the kinds of questions that people are coming to you with, or or the concerns or maybe just the things they want to talk about being inspired. But what they're hearing here at the show, >> Okay. Now, according to two aspects of it, one obviously from analysts themselves, you know, they are actually have been very complimentary about the way we've taken our approach. I'm not sure if you could have paid attention. In the last couple of years, we've been talking especially the cloud side, the narrative, to be very much about use cases, solving problems. You know the key? No, we talked about hate my grade modernize. It wasn't about Hey, I've got the next big product here with all these features and capabilities. You do this and that. So we're gonna shifted out narrative. And it was very, you know, the the analyst across the boat. You know, we've been seeing an appreciative of the fact that you actually changing a narrative to be re compelling and we're gonna reflected. And we have some things here like Cloud City, where it's not a standard demo boot. It's a it's ah, Customers walk in and they touch and feel and see which we did it, Adele technology will, too. It's like, What's your business? Probably going through these applications. I'm sitting. I don't know if I should be modernizing them or should be migrating into Amazon. A ridge or so. So you know that narrative the analysts are appreciative off, and that reflects into the customer conversations I've been having in the briefings, like one on one with customers. They're really kind of lost us. D'oh! Hey, I've I'm working in this environment. There's a lot of pressure for me. Thio modernize my applications or go adopt my cloud. First strategy is where do I start? Where do I go? It's like, you know, there's a big pressure, so they just want clarity. I think in the end, everything we're gonna we're doing in our study that comes out obviously the buzzword for this weird world. It stanza, right? And, you know, >> we've won the product announcements was >> actually Brandon can Oh, yeah. Branding announcement, to be honest is yeah, because we're trying to bring together, as you know, in Tansy has landed in Bill Run Manage billed as in you know how our intent to acquire Pivotal Already acquired Big Tommy. How all our different acquisitions with different brand names are coming together to establish our bills portfolio again. The sphere. Everybody knows the sphere Project Pacific P ks. All of those create a good run time, environment and manageability like Adi manage with assets from ve Franta gain morbid Nami and you know it. So this multiple brands that are coming into this package off Iran. So we had a creative tan Xue too, you know, put forward statement together that yes is going to be 78 different brands coming into this, but going forward to stand. >> So so that's a great strategy on De Liam Seaside on Del Technology. Michael Dell was in here and I asked him. I said he could have been number one in everything you could. Let's talk about I'm number one in servers again. You kind of get on HP, little baby. But those air peace parts now. So we've got the cloud game. It's bringing despair it at parts together kind and making it coherent from a positioning standpoint and understandable and deployable. So you guys are going down there. That's your cloud strategy. Take a minute to explain that. >> Yeah, absolutely, John. So So what? What we've been doing. We announced this at Del Technologies will this year. But, you know, in the cloud infrastructure space, we're working very closely with the anywhere too tightly integrate our hardware solutions with their their cloud software. And we think that by combining these two in a tightly integrated joined engineer, jointly engineered solutions coupled with the service, is that you know, both of'em were and l e m c bring the customers we think we have. We're giving customers are very consistent experience both with their own premises, infrastructure with public cloud as well as with the edge cloud. And that's really what we're trying to do. That's what we've been building upon and uniting the announcements this week. You know, just just hopefully show customers that the sky's the limit, whether it's not just your infrastructure management. Also app development. Managing your APS both traditional and and cloud native. It's all here for And >> what's the big takeaway free from your standpoint that you'd like people to know about what's going on? Adele the emcee for the VM. Where relation. What's the big top item? >> Yeah, there's there's there's just so much good Doctor Wait forever drank the town about. If someone rises >> way, only have two hours >> time work. The most important thing that people should should know about it, >> you know, both deli M. C and V. M. R. I think, are very, very customer driven companies that we respond to customer feedback and we try to respond to them very fast. That's been true to our respective lifetimes and what we've done in the so that I think there's two broad areas of collaboration. One is in the cloud space, which is all about, you know, making sure that the the innovation that GM is bringing the market, we're providing that in a toy tightly integrated infrastructure solution. Right. So we announced from a deli in seaside support for Vienna, where p ks being deployed automatically on Vieques trail using VCF return. Our customers can you know, a lot of teams were telling us we have our developers and turning developers banging slash knocking on the door, saying we need to build a cloud. Native applications. You need to give us an environment that we can use. And you know, if if all righty, if these IittIe teams don't turn around and give them something relatively quickly Well, guess what? The developers will go somewhere else, right? Yeah, exactly. So And if you look at the kubernetes environment today, if you really look look at what the work that's required to set up kubernetes and ready infrastructure. So a lot of scripting a lot of manual, you know, work command line interface is testing stuff. And what what? V m r p k s does. And you know what times you will do as well is really makes it easy when we've taken that with the magic of the American Foundation sitting on top of the exhale to make it super easy for our customers to be able to deploy kubernetes ready infrastructure and then have it be ready for scale, right? And then the important thing here also is this is the same infrastructure of the expelling bcf that our customers are using for traditional applications as well, right? Trying to reduce that complexity. Give them the one platform. So this cloud, you know, we had we were doing the same integration on just with R A C I platform, but also with our best to breach storage or we're not working with the C f. And then we're also making investments on data protection like it's so important to be able to manage your data in this multi cloud world. We have applications sitting everywhere, data. We all know that it is a crown jewel. So >> it's really a king validating from the Vienna a point of view. How that works right is is about applications is about the infrastructure, and it's about the operation and it really kind of together as we talk about Han Xue p. K s is giving our customers that Chuy's off. You pick Cuban eighties, you know, environments, application choice. >> Um, >> it took us. Actually, we didn't We didn't arrive it in that order. Wait. Did it. In the outer off Infrastructure Plot Foundation is a critical piece of the joint engineering. But being aware and the Della Bella Technologies is really from aviary perspective. It took Locke Foundation, and that's the stack that runs in every public cloud. So, you know AWS as your G C P 4000 plus, you know, cloud provider partners. But Flat Foundation is a platform that was validated on. They'll take hardware and you know, that's the package. But now, as you see, we're lighting that it's same infrastructure up for traditional and culminated applications. >> I think the app sides important to point out, because if you could ve m wears heritage, you look at Dale's heritage. You had abs that ran on PCs absent, ran on servers, client server. And if you look at the fertilization that wasn't under the covers, apt an innovation that didn't require code changes. So that's the DNA that you guys have. Now, when you think about like cloud to point out which we've been riffing on that concept that's basically enterprise cloud mean donut. Hybrid cloud applications are gonna drive. The value on our premises is that they're going to be customer requirements that traditionally wouldn't have fit in the product. Marketing, management, featureless customs. Gonna define what they want. They'll build it, and then they'll dictate to the infrastructure to make it run. What? We can't do that yet. It'll be, Yes, we cannot be enabled to be dynamics. This is a a new cloud. 2.0, feature. This changes the complete game on suppliers >> completely agree. You know to your point, because, you know, you bring it thio back toward civilization. We've been going higher up the stack on So Day zero virtualization infrastructure will virtual eyes. So the line off abstraction has just been climbing from hardware retort realization next to like, you know, Pat platform of the service, and you kind of were working up our way down infrastructure. Now that base infrastructure platform looks like plants. Right? >> And there were times out a little bit over here. On the upside, you meet in the middle of >> it in the middle >> that is Hello, >> absolutely so ap and at middle wears shrinking down this way. Infrastructures. You know that the cloud incriminating stride in the middle to say, Well, that's a bit of, you know, infrastructure is a Kodak and pull. He's a bit of a AP AP eyes I can can I draw from And that's kind of nice future middleware. But our dad, I >> mean, I think applications air in charge, right? I mean, that's not sure That's the dynamic. That's the way it should be. But it never was that way before is basically the infrastructure was your gating factor. The network exact cloud two points Network security data. Yes, Dev Ops. A true Dev Ops Devane, Ops, Infrastructures Code. >> The only point I wanted to add is the reason the emphasis on abscess change acts in the past. Used to be a business support system after today is business. >> Yeah, I mean, it's >> really or you're you're gonna live or die based on the digital services you provide your customers. The other thing I was going to say about cloud 2.0, is that it's also becoming increasingly clear when we Dr customers that, um, customers are realizing Cloud is not a place right. There was this kind of cloud. One point it was okay. Big honking data centers, hyper skaters will be found now is that customers have gone through that process of and there's a lot more maturity in terms of understanding. What is good, better running on premises. What is what's better running in public Cloud? There's a place for both of them and that, um, and the cloud is actually the automation, the service delivery. It's Maurin operation and a way of being almost than a place. >> And what is it? Well, what does it do for you all? Then, in terms of challenge, especially at your teams, because you talk about all this customization, you're allowing the application to almost drive. You know, you're changing places in terms of who's the power of the relationship? Yes. Oh, me, yeah, How what? What does that do for you? Oh, in terms of how you approach that, how you change of mindset and how you change what you deliver? >> I think John, it's the way I think about it is that both daily emcee in Vienna, or any technology provider that's worth their salt is in the business of building platforms. Right? And platforms are essentially extensible. They're really they really provide a foundation that other people can innovate on top of it. And that's how I think you handled the customers issue. If one thing I think we can all agree on is that I t has always taught us there's no one size fits. All right? Right. So I think providing choice along every single dimension is super important for our >> customers. Yeah, I think that platform thing is a huge point. And I was gonna ask that question before John got jumped in because one of the things that you just brought up was platform is you guys have to build an enabling platform. One as suppliers. Okay, The successful cloud to point out cos are ones that are innovating in weird areas. Monitoring, for instance, they who will have thought that monitoring now observe ability would be such a massive, lucrative sector four. I pose M and A Why? Because it's data. It's instrumentation. This is operating system kind of thinking here is like network. So thinking like a platform on the supplier size one, the customers got to start thinking like a platform because their stakeholders air their internal developers or a P I shipping to suppliers. This is new for enterprises. This is news requires full hybrid capability. This requires date at the center of the value proposition. >> That's again the biggest value is business and I tr coming together on the area of applications and data. Yeah, that's starting up giving because the successful businesses are the ones who leveraged. Those guys have failed in the future, or the ones who don't pay attention to how critical applications are to the business logic and how critical data is to be able to mine and get the behavioral analytics to get ahead. And >> now the challenge in all this. But I'm learning and covering some of the public sector activity from the C I. A contract Jedi with Amazon to we had Raytheon Her here earlier is another customer example with another client is that procurement? And how they do business is not just a technical thing. There's like all this old legacy, things like, How do you procure technology, who you hire her and we hire developers? We build our own stack, so there's a lot of things going on. >> Yes, and you know, it's really interesting on the even on the procurement front, how our customers experience with Cloud has changed expectations, right, And that's really what we're doing with the McLaren DMC is what customers told us is, Hey, I love the agility of the cloud portal based access. Easy procurement. I love just being able to click a button and not have to navigate all this complexity. I need that for my own premises infrastructure. Imagine FRA structure. And that's, you know, in an example, while all of these dynamics are really all converging, >> well, if you can create abstraction, layer on a level of complexity and make things easy, simple and affordable, that's good business. Model >> one of our customers without taking the name right. The massive retailer you know they're spinning up, um, the retail outlets like crazy. They measure success in This was one truck roll, so they wanna have the entire infrastructure come into stand up one of the retail outlets in one truck roll. When everything comes in one button push that everything gets in a provision and up together. >> So that means I gotta have full software instrumentation automation Got intelligence. This is kind of where cloud 2.0, will lead us all >> likely. And that's expectation now that they go so fast and deploying this one Truck roll Hardware's there. Switch it on from the cloud it stood up and they're in operation 24 hours. >> Well, guys, we're going to get you on our power panels in our Palace of studio on this topic cloudy. But it's gonna be very aggressive and controversial topic because it's going to challenge the status quo. And that's really what this we're talking about >> that's in our DNA. >> And the good news is that that's more time with John. >> So as we before, we say so long, we've talked about clients. We talked about the folks you bet here. We talked about the presentation on this thing and what they're all getting out of it. What are you getting out of this? I mean, what are your takeaways? As you had back to your respective work orders, you get first. Okay? >> I think for me the biggest takeaway is just how incredibly vibrant via more user communities. I mean, it is unlike anything else I've seen before and now with the things like Project Pacific. I just feel like it's It's an opportunity for this community to be able to take the skills they have right now and actually go into this brave new world of containers with so much help forces having to do this all by yourself. Which means it's gonna be, you know, if you think about how largest community is, think about how much innovation this will spore in the container space and because of that in the application space and then because of that in business is I mean, this is a It just feels like a tipping point for me >> to me. Sure, I got high fives from every tech geek, you know, when we came out, you know, I also on our technical advisory boats for the company that these are the hot core geeks who were followed and you know us to the, you know, these were the fans and they were like, you know, they always kind of like if you walk out of them and you talk to them and they, uh how did it work? Because they my bar, you have a very high bar. They cut through all your marketing messaging. They go right to the hay. Is there meet in this And the high fives? I got the hajj. I got out. This is like, guys, you're nailing it. That's enough to tell me that a This is, like, 10 years ago. Yeah, that body. It's like you're so busy. I'm still smiling because the energy is I >> can't give you a hug. Give me a high five. Right. Good work, gentlemen. Thanks for the time. Always, he's still smiling to >> get you to a step. >> Good deal. Thanks for being with us. Thank you. Live on the Cube. You're watching our coverage in world 2019. Where? San Francisco. Back with more. Right after this.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back to San Francisco, everybody. My name is David Lantz. I'm here with my co host John Troia. This is Day three of V M World 2019 2 sets. >> This is >> our 10th year at the M. World Cube is the leader in live enterprise tech coverage. Marry on Blondie is here. He's the C m o and chief evangelist that 10 tree by DDN Yes, sir. He's joined by Graham Breezes The Field CTO at 10 Tree also by DDN Recent acquisition jets Great to see you. >> Likewise, as they say, we're back. I like I like to call it a hibernation in the sense that people may have not known where did Ian or 10 Trias and Tension by Dede and, as the name implies, were acquired a year ago at the M World August 31st of 2018. And in the year since, we've been ableto invest in engineering support, my joining the company in marketing to take this solution, we've been able to save thousands of customers millions of man hours and bring it to a larger number of users. Way >> first saw 10 tree, we said, Wow, this is all about simplification. And Jonah Course you remember that when you go back to the early early Dick Cube days of of'em World, very complex storage was a major challenge. 10 Tree was all about simplifying that. Of course, we know DDN as well is the high performance specialist and have worked with those guys for a number of years. But take >> us >> back Married to the original vision of 10 Cherie. Is that original vision still alive? How was it evolved? >> Well, I'd say that it's, ah, number one reason why we're a part of the DD and family of brands because, as, ah, portfolio company, they're looking good. Bring technologies. I'm the marketing guy for our enterprise or virtual ization audience, and the product sets that cover high performance computing have their own audience. So for me, I'm focused on that. Graham's also focused on that, and, uh, really what continues to make us different today is the fact we were designed to learn from the beginning to understand how virtual machines end to end work with infrastructure. And that's really the foundation of what makes us different today. The same thing, right? >> So from the very beginning we were we were built to understand the work clothes that we service in the data center. So and that was virtual machines. We service those on multiple hyper visors today in terms of being able to understand those workloads intrinsically gives us a tremendous capability. Thio place. I owe again understanding that the infrastructure network storage, hyper visor, uh, weaken view that end end in terms of a latent a graph and give customers and insight into the infrastructure how it's performing. I would say that we're actually extending that further ways in terms of additional workload that we're gonna be able to take on later this year. >> So I know a lot >> of storage admits, although I I only play one on >> TV, but, uh, no, consistently >> throughout the years, right? 10 tree user experiences that is the forefront there. And in fact, they they often some people have said, You know what? I really want to get something done. I grab my tent Reeboks and so it can't talk. Maybe some examples of one example of why the user experience how the user experiences differ or why, why it's different. >> I'll start off by saying that I had a chance being new to the company just two weeks to meet a lot of 10 tree users. And prior to taking the job, I talkto us some folks behind the scenes, and they all told me the same thing. But what I was so interested to hear is that if they didn't have 10 tree, they'd otherwise not have the time to do the automation work, the research work, the strategy work or even the firefighting that's vital to their everyday operations. Right? So it's like, of course, I don't need to manage it. If I did, I wouldn't be able to do all these other things. And I think that's it. Rings true right that it's hard to quantify that time savings because people say, 0 1/2 of it. See, that's really not much of the greater scheme of things. I don't know. 1/2 50. Working on strategic program is a huge opportunity. Let's see >> the value of 10 tree to our end users and we've heard from a lot of them this week actually spent a fantastic event hearing from many of our passionate consumers. From the very beginning. We wanted to build a product that ultimately customers care about, and we've seen that this week in droves. But I would say the going back to what they get out of it. It's the values and what they don't have to do, so they don't have to carve up ones. They don't have to carve up volumes. All they have to do is work with the units of infrastructure that air native to their environment, v ems. They deal with everything in their environment from our virtual machine perspective, virtual machines, one thing across the infrastructure. Again, they can add those virtual machines seamlessly. They can add those in seconds they don't have toe size and add anything in terms of how am I gonna divide up the storage coming in a provisional I Oh, how am I going to get the technical pieces right? Uh, they basically just get place v EMS, and we have a very simplistic way to give them Ah, visualization into that because we understand that virtual machine and what it takes to service. It comes right back to them in terms of time savings that are tremendous in terms of that. >> So let's deal with the elephant in the room. So, so 10 tree. We've talked about all the great stuff in the original founding vision. But then I ran into some troubles, right? And so what? How do you deal with that with customers in terms of just their perception of what what occurred you guys did the eye poets, et cetera, take us through how you're making sure customers are cool with you guys. >> I'm naturally, glass is half full kind of guy from previous, uh, times on the Cube. The interesting thing is, not a lot of people actually knew. Maybe we didn't create enough brand recognition in the past for people to even know that there was a transition. There were even some of our customers. And Graham, you can pile on this that because they don't manage the product every day because they don't have to. It's kind of so easy they even for gotten a lot about it on don't spend a lot of time. I'd say that the reason why we are able to continue. Invest today a year after the acquisition is because retaining existing customers was something that was very successful, and to a lot of them, you can add comments. It wasn't easy to switch to something. They could just switch to something else because there's no other product, does these automatic things and provides the predictive modeling that they're used to. So it's like what we switched to so they just kept going, and to them, they've given us a lot of great feedback. Being owned by the largest private storage company on planet Earth has the advantages of strong source of supply. Great Leverett reverse logistics partnerships with suppliers as a bigger company to be able to service them. Long >> trial wasn't broke, so you didn't need to fix it. And you were ableto maintain obviously a large portion of that customer base. And what was this service experience like? And how is that evolving? And what is Dede and bring to the table? >> So, uh, boy DD and brings so many resources in terms of bringing this from the point when they bought us last year. A year ago today, I think we transition with about 40 people in the company. We're up about 200 now, so Ah, serious investment. Obviously, that's ah have been a pretty heavy job in terms of building that thing back up. Uh, service and support we've put all of the resource is the stated goal coming across the acquisition was they have, ah, 10. Tree support tender by DNC would be better than where 10 tree support was. We fought them on >> rate scores, too. So it's hard to go from there. Right? And >> I would say what we've been doing on that today. I mean, in terms of the S L. A's, I think those were as good as they've ever been from that perspective. So we have a big team behind us that are working really hard to make sure that the customer experience is exactly what we want. A 10 tree experience to be >> So big messages at this This show, of course, multi cloud kubernetes solving climate change, fixing the homeless problem in San Francisco. I'm not hearing that from you guys. What's what's your key message to the VM world? >> Well, I personally believe that there's a lot of opportunity to invest in improving operations that are already pretty darn stable, operating these environments, talking to folks here on the floor. These new technologies you're talking about are certainly gonna change the way we deploy things. But there's gonna be a lot of time left Still operating virtualized server infrastructure and accelerating VD I deployments to just operationalized things better. We're hoping that folks choose some new technologies out there. I mean, there's a bill was a lot of hype in past years. About what technology to choose. We're all flash infrastructure, but well, I'd liketo for the say were intelligent infrastructure. We have 10 and 40 get boards were all flash, but that's not what you choose this. You choose this because you're able to take their operations and spend more your time on the apse because you're not messing around with that low level infrastructure. I think that there's a renaissance of, of, of investment and opportunity to innovate in that space into Graham's point about going further up the stack. We now have data database technology that we can show gives database administrators the direct ability to self service their own cloning, their own, staging their own operations, which otherwise would be a complex set of trouble tickets internally to provision the environment. Everyone loves to self service. That's really big. I think our customers love. It's a self service aspect. I see the self service and >> the ability to d'oh again, not have to worry about all the things that they don't have to do in terms of again not having to get into those details. A cz Morrow mentioned in terms of the database side, that's, ah, workload, the workload intelligence that we've already had for virtual machines. We can now service that database object natively. We're going to do sequel server later this year, uh, being ableto again, being able to see where whether or not they've got a host or a network or a storage problem being able to see where those the that unit they're serving, having that inside is tremendously powerful. Also being able the snapshot to be able to clone to be able thio manage and protect that database in a native way. Not having to worry about, you know, going into a console, worrying about the underlying every structure, the ones, the volumes, all the pieces that might people people would have to get involved with maybe moving from, like, production to test and those kinds of things. So it's the simplicity, eyes all the things that you really don't have to do across the getting down in terms of one's the volumes, the sizing exercises one of our customers put it. Best thing. You know, I hear a lot of things back from different customer. If he says the country, the sentry box is the best employee has >> I see that way? Reinvest, Reinvest. I haven't heard a customer yet that talks about reducing staff. Their I t staff is really, really critical. They want to invest up Kai throw buzzword out there, Dev. Ops. You didn't mention that it's all about Dev ops, right? And one thing that's interesting here is were or ah, technology that supports virtual environments and how many software developers use virtual environments to write, test and and basically developed programmes lots and being able to give those developers the ability to create new machines and be very agile in the way they do. Their test of is awesome and in terms of just taking big amounts of data from a nap, if I can circling APP, which is these virtual machines be ableto look at that on the infrastructure and more of her copy data so that I can do stuff with that data. All in the flying virtualization we think of Dev Ops is being very much a cloud thing. I'd say that virtual ization specifically server virtualization is the perfect foundation for Dav ops like functionality. And what we've been able to do is provide that user experience directly to those folks up the stacks of the infrastructure. Guy doesn't have to touch it. I wanted to pull >> a couple of threads together, and I think because we talked about the original vision kind of E m r centric, VM centric multiple hyper visors now multi cloud here in the world. So what >> are you seeing >> in the customers? Is that is it? Is it a multi cloud portfolio? What? What are you seeing your customers going to in the future with both on premise hybrid cloud public. So where does where does 10 tree fit into the storage portfolio? >> And they kind of >> fit all over the map. I think in terms of the most of the customers that we have ultimately have infrastructure on site and in their own control. We do have some that ultimately put those out in places that are quote unquote clouds, if you will, but they're not in the service. Vendor clouds actually have a couple folks, actually, that our cloud providers. So they're building their own clouds to service customers using market. What >> differentiates service is for serving better d our offerings because they can offer something that's very end end for that customer. And so there's more. They monetize it. Yeah, and I think those type of customers, like the more regional provider or more of a specialty service provider rather than the roll your own stuff, I'd say that Generally speaking, folks want tohave a level of abstraction as they go into new architecture's so multi cloud from a past life I wrote a lot about. This is this idea that I don't have to worry about which cloud I'm on to do what I'm doing. I want to be able to do it and then regards of which clouded on it just works. And so I think that our philosophy is how we can continue to move up the stack and provide not US access to our analytics because all that analytic stuff we do in machine learning is available via a P I We have ah v r o plug in and all that sort of stuff to be able allow that to happen. But when we're talking now about APS and how those APS work across multiple, you know, pieces of infrastructure, multiple V EMS, we can now develop build a composite view of what those analytics mean in a way that really now gives them new inside test. So how can I move it over here? Can I move over here? What's gonna happen if I move it over here over there? And I think that's the part that should at least delineate from your average garden variety infrastructure and what we like to call intelligent infrastructure stopping that can, Actually that's doing stuff to be able to give you that data because there's always a way you could do with the long way. Just nobody has time to do with the long way, huh? No. And I would actually say that you >> know what you just touched on, uh, going back to a fundamental 10 tree. Different churches, getting that level of abstraction, right is absolutely the key to what we do. We understand that workload. That virtual machine is the level of abstraction. It's the unit infrastructure within a virtual environment in terms of somebody who's running databases. Databases are the unit of infrastructure that they want to manage. So we line exactly to the fundamental building blocks that they're doing in those containers, certainly moving forward. It's certainly another piece we're looking. We've actually, uh I think for about three years now, we've been looking pretty hard of containers. We've been waiting to see where customers were at. Obviously Of'em were put. Put some things on the map this week in terms of that they were pretty excited about in terms of looking in terms of how we would support. >> Well, it certainly makes it more interesting if you're gonna lean into it with someone like Vienna where behind it. I mean, I still think there are some questions, but I actually like the strategy of because if I understand it correctly of Visa, the sphere admin is going to see the spear. But ah ah, developers going to see kubernetes. So >> yeah, that's kind of cool. And we just want to give people an experience, allows them to self service under the control of the I T department so that they can spend less time on infrastructure. Just the end of the I haven't met a developer that even likes infrastructure. They love to not have to deal with it at all. They only do it out. It assessed even database folks They love infrastructural because they had to think about it. They wanted to avoid the pitfalls of bad infrastructure infrastructures Code is yeah, way we believe in that >> question. Go to market. Uh, you preserve the 10 tree name so that says a lot. What's to go to market like? How are you guys structuring the >> organizational in terms of, ah, parent company perspective or a wholly owned subsidiary of DDN? So 10 tree by DDN our go to market model is channel centric in the sense that still a vast majority of people who procure I t infrastructure prefer to use an integrator or reseller some sort of thing. As far as that goes, what you'll see from us, probably more than you did historically, is more work with some of the folks in the ecosystem. Let's say in the data protection space, we see a rubric as an example, and I think you can talk to some of that scene where historically 10 Tree hadn't really done. It's much collaboration there, but I think now, given the overall stability of the segment and people knowing exactly where value could be added, we have a really cool joint story and you're talking about because your team does that. >> Yeah, so I would certainly say, you know, in terms of go to market Side, we've been very much channel lead. Actually, it's been very interesting to go through this with the channel folks. It's a There's also a couple other pieces I mentioned you mentioned some of the cloud provider. Some of those certainly crossed lines between whether they're MSP is whether they are resellers, especially as we go to our friends across the pond. Maybe that's the VM it'll Barcelona discussion, but some of those were all three, right? So there are customer their service providers there. Ah ah, channel partner if you want terms of a resellers. So, um, it's been pretty interesting from that perspective. I think the thing is a lot of opportunity interview that Certainly, uh, I would say where we're at in terms of, we're trying to very much. Uh, we understand customers have ecosystems. I mean, Marco Mitchem, the backup spaces, right? Uh, customers. We're doing new and different things in there, and they want us to fit into those pieces. Ah, and I'd certainly say in the world that we're in, we're not tryingto go solve and boil the ocean in terms of all the problems ourselves we're trying to figure out are the things that we can bring to the table that make it easier for them to integrate with us And maybe in some new and novel, right, >> So question So what's the number one customer problem that when you guys hear you say, that's our wheelhouse, we're gonna crush the competition. >> I'll let you go first, >> So I'd say, you know, if they have a virtualized environment, I mean, we belong there. Vermin. Actually, somebody said this bed is the best Earlier again. Today in the booze is like, you know, the person who doesn't have entries, a person who doesn't know about 10 tree. If they have a virtual environment, you know, the, uh I would say that this week's been pretty interesting. Lots of customer meetings. So it's been pretty, pretty awesome, getting a lot of things back. But I would say the things that they're asking us to solve our not impossible things. They're looking for evolution's. They're looking for things in terms of better insights in their environment, maybe deeper insights. One of the things we're looking to do with the tremendous amount of data we've got coming back, Um, got almost a million machines coming back to us in terms of auto support data every single night. About 2.3 trillion data points for the last three years, eh? So we're looking to make that data that we've gotten into meaningful consumable information for them. That's actionable. So again, again, what can we see in a virtual environment, not just 10 tree things in terms of storage of those kinds of things, but maybe what patches they have installed that might be affecting a network driver, which might affect the certain configuration and being able to expose and and give them some actionable ways to go take care of those problems. >> All right, we gotta go marry. I'll give you. The last word >> stated simply if you are using virtual, is a Shinto abstract infrastructure. As a wayto accelerate your operations, I run the M where, if you have ah 100 virtual machine, 150 virtual machines, you could really benefit from maybe choosing a different way to do that. Do infrastructure. I can't say the competition doesn't work. Of course, the products work. We just want hope wanted hope that folks could see that doing it differently may produce a different outcome. And different outcomes could be good. >> All right, Mario Graham, Thanks very much for coming to the cubes. Great. Thank you so much. All right. Thank you for watching John Troy a day Volante. We'll be back with our next guest right after this short break. You're watching the cube?

>> Announcer: Live from San Francisco, celebrating 10 years of high tech coverage, it's theCUBE, covering VMworld 2019. Brought to you by VMware and its ecosystem partners. >> Welcome back, this is theCUBE at VMworld 2019. I'm Stu Miniman, my cohost is John Troyer. It's our 10th year at the show, we've been going three days, wall to wall, on two sets and really happy to welcome to the program, a first time guest, Geoff Tudor is the vice president, general manager of Vision.AI, inside Panzura. Thanks so much for joining us. >> Yes, you best suit things John. >> All right, so, we've known Panzura for quite a number of years, the founder of the company's someone we've talked to a bit. I believe this is the first time we've talked about Vision.ai, so maybe set the table with us, of Panzura Today, and the value of the sharing app. >> Sure, absolutely, so, Panzura is known predominantly for its file services, of which we can provide a global collaborative name space, across multiple different locations. So, entities that are in the design, engineering, manufacturing, anything where you're working with a lot of distributed groups that need access to the same kind of working set files, and big data files have been using Panzura for file services for a number of years. We're in 33 countries, 7,000 deployments, and largely in the Fortune 100. And that's kind of where we started to see that the growth of data is not only in user-generated content like PowerPoints or data-based backups, but it's the machine-generated data, and that's what brought us to Vision.ai. >> Okay, so great. The layout, that was an internally created product. How long has it been available, what's the key IP in there that differentiates from others in the marketplace? >> So, great question. Well, the thing with machine-generated data is there's a lot of it, right? And as you know, it's growing at 60% compounding growth rate, all these great statistics, but in order to drive value of machine data, especially when you're looking at ML and AI, the larger the data set, the larger the training data set, the better the prediction models, and one of the problems with today's storage platforms for machine data, is that you're taking data, you're indexing it, then you're putting it on Flash, which is a phenomenal storage platform, but if you're looking for petabytes of Flash for just retaining a couple months worth of data, it becomes very expensive, very fast so a couple of years ago, we took some of the core IP that we had and creating file to object mapping, and said, look, let's build a new cloud native architecture to manage cloud native digital machine-generated data, and be able to transfer that not only for the block storage to put in the object storage. So we created something called VBOS, Vision Block Object Storage, that allows us to take, index this data, and then write it to object but still, while it's an object, have it still searchable, and that really unlocks a value of these very large data sets, so you no longer have to push this off on a tape, or push it off into object storage where it's no longer available, it sits in object storage, but it's always on, it's always available. >> And is this a software offering, does it sit in my bucket somewhere, or does it sit in yours, and then actually are we, machine-generated data, that's a pretty wide term. Are we talking log files, or? >> Well, certainly log files is a core starting point because that's something everyone here at VMWorld, you know, has in common, right? As our systems and records are creating and running virtual machines, it's generating digital data about who accessed what, when, where, when and how, for IP address security information, dashboards, et cetera. So, we've created this as a service because, in a multicloud world, you need one platform where you can ingest these data feeds and these log feeds, and then store that and search it. People have been generating and deploying on-site log files for some time, but we've seen a large interest among our customer base, in a hosted service that can securely store and make their logs accessible. >> All right, Geoff, bring us inside a customer. What is some of the typical use cases, outcomes, that customers, if you have any example that might illustrate it, I'd love that. >> Sure, so we'll take a customer that is in the publishing business and as you know, in the publishing busines, we were going from paper into digital right? So it's just digital transformation and as their industry changed, they became now a web hoster, so the sites and their papers that used to advertise and their classifieds and by-print ads, they're now managing their digital experience, well, as they were doing that, they came into a situation where some of their sites were having unpredictable performance lows, and they're just sophisticated enough to have one IT person managing, you know, 50 different, to about 50 different servers, virtual machines, running these, hosting these sites. So they needed help, like is there a platform that can come help me create dashboards so I can visualize this log data that came in to us so our partner, one of our key partners here is phoenixNAP at the show, and Intel's demonstrating our Octane Accelerated Technology, so we went into this particular customer, onboarded him in five minutes, created the dashboards for him, and now their logs are coming in a number of gigabytes per day, and that can visualize and find out any points of their operations that are creating problems and slow access time for their customers. >> You know, I love the storage data aspect of it, right? The searchable object store sounds very neat, I bet there's some very cool computer science there, storage and data geeks love that. It's also got AI in the name, and we talked about ML and AI, so where does that come into the picture? >> Absolutely, sir, great question. The AI and ML aspect of this is because as you get primarily the large data set sizes, then you can start putting machine generated algorithms on top of it, right, so creating large data stores, and then the first machine generated analytics that we've run on top of it, are things such as storage prediction costs, it's actually one where we've saved one of our customers in financial services, tens of thousands of dollars a month, because we can look at their bucket, their bucket sizes and the access times to their S3 buckets and say look, you know, you're actually not accessing it. You can drop it down in the infrequent access and you're not going to get a higher bill, so we can run these analytics for them, provide that data to them. >> Geoff, we're here at VMWorld. >> Yes. >> VMworld's talking a lot about multicloud, and microservices, cloud native, VMware cloud pieces, help us understand the intersection between what you're doing, and how that ties into VMware and their customers. >> Absolutely, well, in a multicloud world, VMware is obviously one very important component of it. But there's also components that are non-Vsphere based, right, and so, we have to be cognizant of this, and need a platform that can support any data feed from any data source, so that's certainly one of them. But number two, as you mention it, microservice. Traditional log platforms or machine data platforms such as Elastix, or Archer Splunk or things like that, is where you go and you create your architecture, and your infrastructure, and you manage that infrastructure as you're putting that data into it so it puts operational burden on the customer to go manage all this. In our view of the world, it needs to be completely serverless. You need to be able to consume machine data, log data, as a microservice in a complete service mythology, so you send your data into this URL, it goes into your bucket, it's encrypted, it's dropped into your object service where it's searchable. >> Yeah, it's funny, I've been looking at the serverless space for a couple of years now, functions, really interesting stuff, Kelsey Hightower actually put out, he said, isn't most of networking serverless by definition? Maybe just clarify that for us. >> Yeah, so serverless is just like the cloud. It's just somebody else's data center, okay? >> I actually have the T-shirt for serverless, it updates that there is no cloud, it's a computer, it's just a microservice that you pay a little bit for when you need it, things like that. >> Right, when you need it, but really, it gets into if I want to spin up elastic searches, talk about that, because that is one of the key workloads that's running in our platform, when you talk about elastic search service, if you want to spin that up, you need to go literally spin up virtual machines, assign block storage to those virtual machines, and hope that you assign enough storage for your data ingestion, otherwise your performance is going to go down, your data is going to become blocked, then you're going to need to assign storage. So, you're still managing stuff, even though it's in the cloud, in our world, we're kind of trying to turn machine generated data and democratize it into simple as a Gmail account right? I create, I request a microservice endpoint, then you write to that endpoint. Now, of course, we're managing servers, and we're managing clusters and virtual machines, and all that funness, but it's transparent to you, and most importantly, you're not hit with any cost for the infrastructure. You're only charged for what you're consuming, and that means it's a complete consumable base bottle from that standpoint, which saves customers a lot money from otherwise having to buy and host a lot of infrastructure. >> So, Geoff, you have a big presence here at the show, A nice booth, I hope it's been a good week, I'm curious about what you thought the energy was, I think you all had an announcement, talk a little about that and how that works with the ecosystem in the audience here. >> Yeah, we actually have two announcements, and let's take the first from the file services, because from our file service platform, we're announcing Vsense certification, which is coming in the fall, we've gone through that process, so that anywhere you're running VMware, on any of the cloud providers on top of SAN, vSAN, you now have a file services platform on top of that that can expand beyond just your NVMe, and also leverage that object storage for this kind of infinite filer, if you will, for that, but the other announcement we have is the log analytics service. >> All right, yeah, tell us a little bit about customer meetings you're having. What are the things that are bringing customers to you, is there a certain thing that, you know, when you hear it, you're like ah, this is a perfect Panzura customer. >> Well, yeah, certainly, I would think that any data and storage is just a universal problem, and people can't get enough of it, and ultimately they want to get out of the business of managing storage a lot, in this case so in that particular instance, being able to offer them a software defined file system platform for our traditional filer environment, is something that's going to, it's just a evergreen forest, right, it's going to continue to grow, you know, the performance of file and flash at the price of object, that's a pretty clear value proposition. In the machine generated data analytics space with Vision.ai, it is how do I make sense of my data? I need to take all of these data streams, and actually put some intelligence on it, and create alerts, visualize this data, so our big proposition here is five minutes to visualize your data, and that resonates. I can walk these customers that are traditionally having to go build their own log service environments, and I'm saying here, let me onboard you. We can actually start sending their data up and having visualizations and alerts in five minutes, and that's revolutionary to them, right? The simplicity of it is key, and I think that's making IT simple to consume and democratizing is something we're focused on doing. >> Geoff, last thing I have, tell us a little bit about what we should expect going forward. Obviously, the AI and ML stuff is continuing to grow, what should customers be looking for from Panzura in the near future? >> No matter how sophisticated a customer in an enterprise is, they don't have enough smart people, right? And data scientists are very expensive, and they're very scarce so what we're doing and focused on doing and we will be doing more of, is we've built a marketplace, a marketplace where data applications, data analytics applications, can be created by the community, can be published into and be consumed by an enterprise, so that they have their account, they add in this application, they can immediately start utilizing and experiencing and unlocking the power of their data. >> Geoff Tudor, really appreciate the update on Panzura. Congrats on the progress of Vision.ai, and hope to catch up with you in the near future. >> Great, thanks so much, I look forward to next year. >> For John Troyer, I'm Stu Miniman, getting towards the end of our coverage from Vmworld 2019, but as always, thanks for watching theCUBE. (gentle music)

>> Narrator: Live from San Francisco celebrating 10 years of high tech coverage, It's the Cube! Covering VM World 2019 Brought to you by VMware and its ecosystem partners >> Hello everyone and welcome to the Cube's coverage here in San Francisco, California of the VMWorld 2019. I'm John Furrier with my cohost Dave Vellante Dave, 10 years covering VMWorld since 2010, it's been quite a ride, lot of changes. >> Dave: Sure has. >> John: We're going to do a Power Panel our format we normally do it remote guests in our Palo Alto and Boston studios in person because we're here. Why not do it? Of course, Keith Townsend, CTO Advisor friend of the Cube, Cube host sometimes and Sarbjeet Johal, cloud architect cloud expert, friends on Twitter. We're always jammin' on Twitter. So we'll have to take it to the video. Guys, thanks for joining us on the Power Panel. >> Good to see you, Gents. >> Good seein' ya. >> Good to be here. >> Yeah, I, I hope we don't come to blows, Sarbjeet. I mean we've had some passionate conversations over the past couple months. >> Yeah, Santoro, yes, yes. >> John: The activity has been at an all time high. I mean, snark aside, there's real things to talk about. >> Yes. >> I mean we are talking about VMware a software company, staying with their roots. We know what happened in 2016 The Amazon relationship cleared the air so to speak, pun intended. Vcloud air kind of goes it's way stock prices go up and to the right Yeah, fluctuations happening but still financially doing well. >> Keith: Yeah. >> Customers have clarity. They're an operate. They run, they target operators not developers. We're living in a DevOps world we talk about this all the time dev and ops this is the cloud world that they want Michael Dell was on the Cube Dell Technologies owns VMware they put Pivotal on VMware moves are being made. Keith, how do you make sense of it? What's your take? You've been on the inside. >> Well, you know, VMware has a tough time. Pat came in, 2013, we remember it. He said we are going to double down on virtualization. He is literally paying the cost for that hockey stick movement VMware has had this reputation of being an operator based company Infrastructure based, you go into accounts, you're stuck in this IT Infrastructure cells movement. VMware has done awesome over the past year. Few years, I had to eat a little crow and say that the move to eject Pivotal was the right thing for the Stock but for the reputation, VMware is stuck so Pat, what, tallied up 5 billion dollars in sales, in purchases last week to get out of this motion of being stuck in the IT Infrastructure realm Will it pay off? I think it's going to be a good conversation because they're going to need those Pivotal guys to push this PKS vision of theirs. This PKS and Kubernetes vision that they have >> Well they got to figure it out but certainly it's a software world and one of the things that's interesting we were talking before we started is, they are stuck in that operator world but it's part of DevOps, Dev and Ops. This is the world that they operate in Google's cloud shows how to do it. You got SRE's run things and developers this program infrastructure is code. This is the promise of this new generation. Sarbjeet, we talk about it all the time on Twitter developers coding away not dealing with the infrastructure, that's the goal >> Yeah, traditionally, developers never sort of mucked around with infrastructure. Gradually we are moving into where developers have to take care of infrastructure themselves the teams are like two person teams we hear that all the time. They are responsible for running the show from beginning to the end. Operations are under them, it's Dev and Ops are put together, right? But I'll speak from my own personal experience with working at VMware in the past that from all the companies which are operations focused, that's HP, IBM, and Oracle to a certain extent. So portfolio and all that. And BMC, and CA, those are pure companies in the operations space, right? I think VMware is one of those which values software a lot. So it's a purely, inside the VMware it's purely software driven. But to the outside, what they produce what they have produced in the past that's all operations, right? So I think they can move that switch because of the culture and then with Pivotal acquisition I think it will make it much easier because there's some following of the Pivotal stack, if you will the only caveat I think on that side is it is kind of a little bit of interlocking-ish, right? That is one of the fears I have. >> Who's not, even RedHat these days is, locking you in. >> Yeah, you know, I pulled some interesting stat metadata from a blog post from Paul Fazzone announcing the Pivotal acquisition. He mentioned Kubernetes 22 times. He mentioned Pivotal Cloud Foundry once. So VMware is all in on this open-shift type movement I think VMware is looking at the Red shift I mean Red OpenShift acquisition by IBM and thinking, "Man, I wish we didn't have this "Sense of relationship with Pivotal "So we could have went out and bought RedHat." >> Well that's a good point about Kubernetes, I think you're right on that. And remember, we've been covering Open Stack up until about a year ago, and they changed the name it's now something else, but I remember when Open Shift wasn't doing well. >> Keith: I do too! >> And what really was a tipping point for them was they had all the elements, but it was Kubernetes that really put them in a position to take advantage of what they were trying to do and I think you're right, I think VMware sees that, now that IBM owns RedHat and Open Shift, it's clear. But I think the vSphere deal with Project Pacific points out that they want to use Kubernetes as a distraction layer for developers, and have a developer interface to vSphere. So they get the operators with vSphere, they put Kubernetes in there and they say, "Hey developers, use us." Now I think that's a hedge also against Pivotal 'cause if that horse doesn't come across the track to the finish line, you know... >> It's definitely a hedge on Containers just a finer point of what you were saying there was a slight difference in the cash outlay for RedHat, 34 billion versus the cash outlay for Pivotal was 800 million. So they picked up an 800 million dollar asset or a 4 billion dollar asset for 2.7 billion. >> Hold on, explain that because 2.7 billion was the number we reported you're saying that VMware put out only 800 million in cash, which, what's that mean? >> That's correct. So they put out 800 million in cash to the existing shareholders of Pivotal, which is a minority of the shareholders. Michael Dell owns 70% of it, VMware owns 15% of it. So they take the public shareholders get the 800 million >> John: They get taken out, yep. >> Michael Dell gets more VMware stock, so now he owns more of VMware. VMware already owns 15% of Pivotal, so for 800 million, they get Pivotal. >> So, the VMware independent shareholders get... they get diluted. >> Right. >> Did they lose out in the deal is the question and I think the thing that most people are missing in this conversation is that Pivotal has a army of developers. Regardless of whether developers focus on PCF or Kubernetes is irrelevant. VMware has a army, a services army now that they can point towards the industry and say, "We have the chops to have "The conversation around why you should "Come to us for developing." >> So I want to come back to that but just, a good question is, Do the VMware shareholders get screwed? Near term, the stock drops, right? Which is what happens, right? Pivotal was up 77% on the day that the Dow dropped 800 points. Here's where I think it makes sense, and there are some external risks. Pivotal plus Carbon Black, the combination they shelled out 2.7 billion in cash. They're going to add a billion dollars to VMware's subscription business next year. VMware trades at 5x revenue multiple, so the shareholders will, in theory, get back 5 billion. In year two, it's going to be 3 billion that they're going to add to the subscription revenue so in theory, that's 15 billion of value added. I think that goes into the thinking, so, now, are people going to flock to VMware? Are Kubernetes developers going to flock to VMware? I mean to your point, that to me, that's the value of Pivotal is they can get VMware into the developer community. 'Cause where is VMware with developers? Nobody, no developers in this audience. >> That's true. >> What are your guys' thoughts on that? >> Yeah, I think that we have to dissect the workload of applications at the enterprise level, right? There are a variety of applications, right, from SAPs Oracles of the world those are two heavyweights in the application space. And then there's a long trail of ISVs, right. And then there's homegrown applications I think where Pivotal plays a big role is the homegrown applications. When you're shipping a lot as an ISV or within your enterprise, you're writing software you're shipping applications to the user base. It could be internal for partners, for customers, right, I think that's where Pivotal plays Pivotal is pivotal, if you will. >> I think that's a good bet too, one of the things we've been pulling the CESoEs data for when we got reinforced we started pulling CESoEs in our network, and it's interesting. They're under the gun to produce security solutions and manage the vendors and do all that stuff they're all telling us, the majority of them are telling us that they're building their own stacks internally to handle the crisis and the challenge of security, which I think's a leading indicator versus the kind of slow, slower CIO which LOVES multi-anything. Multi-vendor, control, a deal with contracts CESoEs, they don't have the DOGMA because they can't have the DOGMA. They got to deliver and they're saying, "We're going to build a stack "On one cloud. "Have a backup cloud, "I want all my developer resources "On this cloud, not fork my team "And I'm going to build a stack "And then I'm going to ship APIs "And say to my suppliers, in the RFP process, "If you support these APIs, "You could do business with us." >> Keith: So, if you don't -- >> That's kind of a cutting edge. If you don't, you can't, you can't. And that's the new normal. We're seeing it with the Jedi deal with Oracle not getting, playing 'cause they're not certified at the level that Amazon is, and you're going to start to see these new requirements emerging this is a huge point. I think that's where Pivotal could really shine not being the, quote, developer channel for VMware. I think it's more of really writing apps >> And John, I think people aren't even going to question that model. Capital One is probably the poster child for that model they actually went out and acquired a start-up, a security, a container security start up, integrated them into their operations and they still failed. Security in the cloud is hard. I think we'll get into a multi-cloud discussion this is one of the reasons why I'm not a big fan of multi-cloud from an architecture perspective, but from a practical challenge, security is one of the number one challenges. >> That's a great point on Capital One in fact, that's a great example. In fact, I love to argue this point. On Twitter, I was heavily arguing this point which is, yeah, they had a breach. But that was a very low-level it's like the equivalent of a S3 bucket not being configured, right? I mean it was so trivial of a problem but still, it takes one whole-- (hearty laughing) One, one entry point for malware to get in. One entry point to get into any network where it's IOT This is the huge challenge. So the question there is, automation. Do you do the, so, again, these are the, that's a solvable problem with Capital One. What we don't know is, what has Capital One done that we don't know that they've solved? So, again, I look at that breech as pretty, obviously, major, but it was a freakin' misconfigured firewall. >> So, come back to your comments on multi-cloud. I'm inferring from what you said, and I'd love to get your opinion, Sarbjeet. That multi-cloud is not an architectural strategy. I've said this. It's kind of a symptom of multiple vendors playing but so, can multi-cloud become, because certainly VMware IBM RedHat, Google with Anthos, maybe a little bit less Microsoft but those three-- >> Dell Technologies. >> Cisco, Cisco and certainly Dell all talking about multi-cloud is the clear strategy that's where CIOs are going, you're not buying it. Will it ever become a clear strategy from an architectural standpoint? >> Multi-cloud is the NSX and I don't mean NSX in VMware NSX it's the Acura NSX of enterprise IT. The idea of owning the NSX is great it brings me into the showroom, but I am going to buy, I'm going to go over to the Honda side or I'm going to go buy the MDX or something more reasonable. Multi-cloud, the idea, sure it's possible. It's possible for me to own a NSX sports car. But it's more practical for me to be able to shop around I can go to Google via cloud simple I mean I can go via cloud simple to Azure, GCP or I can go BMC, I have options to where I land, but to say that I am going to operate across all three? That's the NSX. >> If you had a NSX sports car, by the way, to use the analogy in my mind is great one, the roads aren't open yet. So, yeah, okay great. (hearty laughing) >> Or you go to Germany and you're in California. So, the transport, and again in the applications you could build tech for good applications all you want, and they're talking about tech for good here but if it's insecure, those apps are going to create more entry points. Again, for cyber threats, for malware, so again, the security equation, and you're right is super important, and they don't have it. >> Dave: What's your thought on all (mumble)? >> Sarbjeet: I think on multi-cloud you are, when you are going to use multi-cloud you going to expand the threat surface if you will 'cause you're putting stuff at different places. But I don't think it, like as you said Dave, the multi-cloud is not more of an architectural choice, it's more like a risk mitigation strategy from the vendor point of view. Like, Amazon, who they don't compete with or who they won't compete with in the future we don't know, right? So... >> You mean within the industry. >> Yeah, within the industry right-- >> Autos or healthcare or... >> Sarbjeet: Yeah, they will, they are talking about that, right? So if you put all, all sort of all your bets on that or Azure, let's say even Azure, right? They are not in that kind of category, but still if you go with one vendor, and that's mission critical and something happens like government breaks them up or they go under, sideways, whatever, right? And then your business is stuck with them and another thing is that the whole US business, if you think about it at a global scale, like where US stands and all that stuff and even global companies are using these hourglass providers based in US, these companies are becoming like they're becoming too big to fail, right? If you put everything on one company, right, and then something happens will we bail them out? Right, will the government bail them out? Like stuff like that. Like banks became too big to fail, I think. I think from that point of view, bigger companies will shift to multi-cloud for, to hedge, right, >> Risk Mitigation >> Risk mitigation. >> Yeah, that's, okay, that's fair. >> I mean, I believe in multi-cloud in one definition only. I think, for now, the nirvana of having different workload management across utility bases, that's fantasy. >> Keith: Yeah, that's fantasy. >> I think you could probably engineer it, but there might not be a workload for that or maybe data analytics I could see moving around as a use case, certainly, but I think-- >> D-R! >> The reality is, is that all companies will probably have multiple clouds, clearly like, if you're going to run Office 365, and it's going to be on Azure, you're an Azure customer, okay. You have Azure cloud. If you're building your security stack on Amazon, and got a development team, you're on Amazon. You got two clouds. You add Google in there, big tables, great for certain things you know, Big Query, you got Google. You might even have Alibaba if you're operating in China So, again, you going to have multiple clouds the question is, the workloads define cloud selection. So, I've been on this thing, if you got a workload, an app, that app should choose its best infrastructure possible that maximizes what the outcome is. >> And John, I think what people fail to realize, that users, when you give them a set of tools, they're going to do what users do, which is, be productive. Just like users went out and took credit cards swiped it and got Amazon. If you, if in your environment you have Amazon you have GCP, you have Azure, you have Salesforce, O-365, and a user has access to all five platforms, whether or not you built a multi-cloud application a user's going to find a way to get their work done with all five, and you're going to have multi-cloud fallout because users will build data sets and workloads across that, even if IT isn't the one that designed it. >> All right, guys, final question of the Power Panel Dave, I want to include this for you too, and I'll weigh in as well. Take a minute to share what you're thinking right now is on the industry. What's taking up your attention? What's dominating your Twittershpere right now? What's the bee in your bonnet? What's the hot-button issue that you're kicking the tires on, learning about, or promoting? Sarbjeet, we'll start with you. What's on top of the mind for you these days? >> I think with talk about multi-cloud all the time, that's in discussions all the time and then Blockchain is another like slow-moving train, if you will, I think it's arriving now, and we will see some solutions coming down the pike from different, like a platformization of the Blockchain, if you will, that's happening, I think those are two actually things I keep my eyes on and how developers going to move, which side to take and then how the AWSs dominance is challenged by Microsoft and Google there's one thing I usually talk about on Twittersphere, is that there's a data gravity and there's a scales gravity, right? So people who are getting trained on Amazon, they will tend to stay with them 'cause that's, at the end of the day, it's people using technology, right? So, moving from one to another is a challenge. Whoever throws in a lot of education at the developers and operators, they will win. >> Keith, what are you gettin' excited about? >> So, CTO advisor has this theory about the data framework, or data infrastructure. Multi-cloud is the conversation about workloads going here, there, irrelevant, it's all about the data. How do I have a consistent data policy? A data protection policy, data management policy across SAS, O-365, Sales Force Workday, my IAF providers, my PATH providers, and OMPRIM, how do I move that data and make sure another data management backup company won Best of VMWorld this year. This is like the third or fourth year and a reason it's not because of backup. It's because CIOs, CDOs are concerned about this data challenge, and as much as we want to talk about multi-cloud, I think well, the industry will discover the problem isn't in Kubernetes the solution isn't in Kubernetes it's going to be one of these cool start-ups or one of these legacy vendors such as NetAp, Dell, EMC that solves that data management layer. >> All right, great stuff. My hot button is cloud 2.0 as everyone knows, I think there's new requirements that are coming out, and what got my attention is this enterprise action of VMware, the CIA deal at Amazon, the Jedi deal show that there are new requirements that our customers are driving that the vendors don't have, and that's a function that cloud providers are going to provide, and I think that's that's the canary in the coal mine. >> I've got to chime in. I've got to chime in. Sorry, Lenard, but it's the combination what excites me is the combination of data plus machine intelligence and cloud scale. A new scenario of disruption moving beyond a remote set of cloud services to a ubiquitous set of digital services powered by data that are going to disrupt every industry. That's what I get excited about. >> Guys, great Power Panel. We'll pick this up online. We'll actually get the Power Panels working out of our Palo Alto studio. If you haven't seen the Power Panels, check them out. Search Power Panels the Cube on Google, you'll see the videos. We talk about an issue, we get experts it's an editorial product. You'll see more of that online. More coverage here at VMWorld 2019 after this short break. (lively techno music)

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back to the Cube. It's the Emerald 2019 our 10th year water wall coverage. Three days, two sets, lots of content. Instrument of my co host is Justin Warren. And one of the big stories coming into the show is VM Wear actually went on an acquisition spree. A hold number of acquisitions. Boston based Carbon Black over $2 billion Pivotal brought back into the fold for also, you know, around that ballpark of money on Happy to Welcome to the program. One of those acquisitions, such and Conti, is sitting to my right. He's the co founder of Hana is also a professor at Stanford University. Thank you so much for joining us and joining us. Also for the segment. Shakeri Air, the executive vice president general manager of Telco Edge Cloud at VM Wear, Shaker said, Yes, there's a lot of acquisitions not to play favorites, but maybe this is his favorite. No question about it. All right. Eso such in, you know, boy, you know the Paolo Alto Stanford connection. We were thinking back, You know, the Founders Of'em where, of course, you know came from Stanford. Many acquisitions over the year, including the mega next era acquisition. You know, quite a few years ago, I came out of Stanford. Give us what was the genesis in the Why of Hana. >> It's actually interesting Stanford Connection to So I've been a faculty at Stanford for the last 10 years on dhe. I have seen the SD and moment very close on up front on one of the dirty secrets of S. T M says it makes the netbooks programmable, but someone still has to write the programs on. So that's usually a very complex task on the pieces beyond the company was, Can we use the eye to learn how to program the network rather than humans having to program the network to do management or optimization? So the division really waas can be built? A network that learned how to optimize itself learns how to manage itself on the technology we're building. Is this a pipeline that basically tries to deliver on that for mobile? >> It's great, Sachin, you know, my background is networking and it feels like forever. We've been hooking well. We need to get people from the cli over to the gooey. But we know in today's rightly complex world, whether it's a I or just automation, humans will not be able to keep up with it. And, you know, we know that that's where a lot of the errors would happen is when we entered humans into doing some of this. So what are some of the key drivers that make this solution possible today that, you know, it might not have been able to do done when when one train was first rolling out the first S t n? >> Yeah, talk about it in three dimensions. The one is, Why do we need it today? Right on. Then what is being what is happening that is enabling this today, right? So, apart from what I talked about Stu and I think the other big driver is, the way I like to think about it is that the Internet is going from a means of consumption to a means of control and interaction. So, increasingly, the application to BC driving the next big decade, our very way of controlling things remotely or the network like a self driving car, or be in interacting but very highly rich visual content like E. R. India. So the applications are becoming a lot more demanding on the Net. At the same time, the network is going through a phase off, opening up on becoming disaggregated network complexity is increasing significantly. So the motivation behind the company and why I thought that was the right time to start the company was these two friends are gonna collide with five coming along the applications that are driving five g and then at the complexity increasing our five. So that's why we started the company. What actually is enabling. This is the fact that we have seen a lot of progress with the eye over the last few years. It hasn't really. It hadn't really been applied at scale to networks and specifically mobile that book. So we definitely saw no, actually there, but increasingly, ah, lot of the infrastructure that is being deployed there was more and more telemetry available. There was more and more data becoming available and that also obviously feet this whole engine. So I think the availability of all of these Big Data Technologies Maur data coming in from the network and the need because of these applications and that complexity. I think there's a perfect confluence >> that there's lots of lots of II floating around at the moment, and there's different flavors of it as well. So this machine learning there's Aye aye, sir. When when you say that there's there's a I behind this What? What particular kind of machine learning or a Y you're using to drive these networks? >> This a few different techniques because the problems we solve our anomaly detection off. Then problems are happening in the network predicting how network conditions are going to evolve. For example, predicting what your devices throughput is gonna be the next 30 seconds. We're also learning how to control the knobs in the neck using AI ai techniques. So each of these has different classes of the eye techniques. So, for example, for control we're using reinforcement learning, which is the same technique that Google used to kind of been on alphago. How do you learn how to play a game basically, but area the game you're playing it optimizing the network. But for the others, it's a record of neural networks to do predictions on Time series data. So I think it's a combination of techniques I wouldn't get to wherever the techniques. It's ultimately. But what is the problem you're trying to solve? And then they picked the right technique to solve it, >> and so on that because the aye aye is actually kind of stupid in that it doesn't know what they wouldn't. What an optimized network looks like. We have to show it what that is. So what? How do you actually train these systems to understand? But what is an optimized network? What? How does how does that tell you? Define this is what my network optimal state should be. >> So that's a great question, because in networking like that, any other discipline that wants to use the eye. There's not a lot of label data. What is the state I want to end up at what is a problem state or what is a good state? All of this is labels that someone has to enter, and that's not available axe kid, and we're never gonna be able to get it at the scale we wanted. So one of our secret sauce is if you will, is semi supervised learning but basic ideas that we're taking a lot of domain knowledge on using that domain knowledge to figure out what should be the right features for these models so that we can actually train these models in a scalable fashion. If you just throw it a lot of data any I model, it just does not converge. Hardly constructive features on the other thing is, how do I actually define what are good kind of end state conditions? What's a good network? And that's coming from domain knowledge to That's how we're making I scale for the stomach. >> I mean, overall, I would say, as you look at that, some of the parameters in terms of what you want to achieve are actually quite obvious things like fewer dropped calls for a cellular network. You know, that's good. So figuring out what the metrics need to be and what the tuning needs before the network, that's where Hana comes in in terms of the right people. >> All right, so shake her. Give us a little bit of an understanding as to where this fits into the networking portfolio. You know, we heard no we heard from Patty or two ago. You know what would have strong push? Networking is on the NSX number. Speaks for itself is what's happening with that portfolio? >> No, absolutely. In fact, what we're doing here is actually broader than networking. It's sort off very pertinent to the network off a carrier. But that is a bulk off their business, if you will. I think if you sort of go back and look at the emirs of any any, any vision, this is the notion of having any cloud in any application land on any cloud and then any device connected to those applications on that any cloud side we are looking at particularly to cloud pools, one which we call the Telco cloud and the other is the edge cloud. And both of these fortuitously are now becoming sort of transforming the context of five G. So in one case, in the telco cloudy or looking at their core and access networks, the radio networks, all of this getting more cloud ified, which essentially leads toe greater agility in service deployment, and then the edge is a much more distributed architecture. Many points over which you can have compute storage network management and security deployed. So if you now think about the sort of thousands off nodes on dhe virtualized clouds, it is just impossible to manage this manual. So what you do need is greater. I mean, orders of magnitude, greater automation in the ability to go and manage and infrastructure like this. So, with our technology now enhanced by Johanna in that network portfolio in the Telco Edge Cloud portfolio, were able to go back to the carriers and tell them, Look, we're not just foundational infrastructure providers. We can also then help you automate help you get visibility into your networks and just help you overall manager networks better for better customer expedience and better performance. >> So what are some of the use coasters that you see is being enabled by five G? There's a lot of hype about five short the moment and not just five jail. So things like WiFi six. Yeah, it would appear to me that this kind of technique would work equally well for five g Your wife. I short a WiFi six. So what are some of the use cases? You see these thieves service providers with Toko Edge clouds using this for? Yeah, So I think overall, first of all, I'd >> say enterprise use cases are going to become a pretty prominent part off five, even though a lot off the buzz and hype ends up being about consumers and how much bandwidth and data they could get in or whether five chicken passing preys or not. But in fact, things like on premise radio on whether that is private. Lt it's 40 or five t. These are the kinds of Uschi cases that were actually quite excited about because these could be deployed literally today. I mean, sometimes they're not regulated. You can go in with, like, existing architectures. You don't need to wait for standardization to break open a radio architecture. You could actually do it, Um, and >> so this sort off going in and >> providing connectivity on an enterprise network that is an enhanced state off where it is today. We've already started that journey, for example, with yellow cloud and branch networking. Now, if we can take that toe a radio based architecture for enterprise networking, So we think, ah, use case like that would be very prominent. And then based on edge architectures distributed networks now becoming the next generation Cdn is an example. That's another application that we think would be very prominent. And then I think, for consumers just sort of getting things like gaming applications off on edge network. Those are all the kinds of applications that would consume this sort off high skill, reliability and performance. >> Can you give a little sketch of the company pre acquisition, you know, is the product all g eight? How many customers you? Can you say what you have there? Sure >> it does us roughly three years old. The company itself so relatively young. We were around 33 people total. We had a product that is already deployed with chairman Telcos. So it is in production deployment with Chairman Telco Ondas in production trials with a couple of other tier one telcos. So we built a platform to scale to the largest networks in the world on If I, if I were to summarize it, be basically can observe, makes sense or in real time about every user in the network, what their experiences like actually apply. I modeled on top of that to optimize each user's expedience because one of the vision bee had was the network today is optimized for the average. But as all off our web expedience personalized netbook experiences, not personalized can be build a network Very your experiences personalized for you for the applications, your running on it. And this was kind of a foundation for that. >> I mean, we In fact, as we've been deploying our telco Cloud and carrier networks, we've also been counting roughly how many subscribers are being served up. Today we have over 800 million subscribers, and in fact, I was talking to someone and we were talking about that does. Being over 10% off the population of the world is now running on the lack of memory infrastructure. And then along comes Johanna and they can actually fine tune the data right down to a single subscriber. Okay, so now you can see the sort of two ends of the scale problem and how we can do this using a I. It's pretty powerful. Excellent. >> So So if we have any problems with our our service fighters, b tech support and I love to hear from both of you, you know what this acquisition position means for the future of the places and obviously VM wear global footprint. A lot of customers and resource is. But you know what I mean to your team in your product. >> I mean, definitely accelerating how quickly we can now start deploying. This and the rest of the world be as a small company, have very focused on a few key customers to prove the technology we have done that on. I think now it's the face to scale it on. Repeat it across a lot of other customers, but I think it also gives us a broader canvas to play that right. So we were focused on one aspect of the problem which is around, if you will, intelligence and subscriber experience. But I think with the cloud on but the orchestration products that are coming out of the ember, we can now start to imagine a full stock that you could build a network of full carrier network code off using using remote technology. So I think it's a broad, more exciting, actually, for us to be able to integrate not just the network data but also other parts of the stock itself. And >> it strikes me that this probably isn't just limited to telcos, either. The service providers and carriers are one aspect of this bit particularly five G and things like deployments into factory automation. Yes, I can see a lot of enterprise is starting to become much in some ways a little bit like a tell go. And they would definitely benefit from this >> kind of thing. Yeah, I mean, in fact, that's the basis of our internal even bringing our telco and EJ and I ot together and a common infrastructure pool. And so we're looking at that. That's the capability for deploying this type of technology across that. So you're exactly right, >> Checker want to give you the last word, you know, Telco space, you know? And then, obviously the broader cloud has been, you know, a large growth area. What, you want people taking away from the emerald 2019 when it comes to your team? >> Yeah, I think. To me, Calico's have a tremendous opportunity to not just be the plumbing and networking providers that they can in fact, be both the clowns of tomorrow as well as the application providers of tomorrow. And I think we have the technology and both organically as well as through acquisitions like Ohana. Take them there. So I'm just super excited about the journey. Because I think while most of the people are talking about five D as this wave, that is just beginning for us, it's just a perfect coming together on many of these architectures that is going to take telcos into a new world. So we're super excited about taking them. >> Shaker. Thank you so much for joining against auction. Congratulations and good luck on the next phase of you and your team's journey along the way. Thank you. Thank you for Justin. Warren comes to Minutemen, Stay with us. Still a bit more to go for VM World 2019 and, as always, thank you for watching the Cube.

(upbeat instrumental music) >> Narrator: Live from San Francisco, Celebrating 10 years of high tech coverage, it's theCUBE. Covering VMworld 2019. (upbeat instrumental music) Brought to you by VMware and its ecosystem partners. Hello and welcome back everyone. theCUBE's Live coverage here in San Francisco, California. I'm John Furrier, Dave Vellante, VMworld 2019 coverage. Dave, 10 years of Cube coverage, Yip! we started out 10 years ago. VMworld is the last show standing. Our next guest is Todd Forsythe, CMO of Veritas. Great to see you, first time on theCUBE. Thanks Todd. It is inaugural. (John laughs) Aafter 25 years in the industry, it's crazy. With your talent, I think we're going to have a good segment here. I'm sure we will. Very entertaining. No, seriously we've known each other, we were on an advisory board together. You're a prolific marketer, you do a lot of great things. You're progressive, you try new things with startups, but also you got to run a big operation. >> Todd: That's right. MarTech stacks, you like to look at platforms. This is a re-platforming of the internet we're seeing with Cloud 2.0, and I want to get your thoughts on this, because you got a unique perspective at Veritas, you know, an older brand modernized in real time. That's right. New products refresh in a massively changing growth, still growth market. It's a data business. Absolutely. That's right, a 100%. So what's your take on this? As you look at the landscape, you've got the modern brand, you got to take it out there, new products. You know it's interesting, I had a really fascinating conversation yesterday with a customer, and the customer said, "You know, I was walking through the expo hall, "and I saw Amazon, I saw Microsoft, "I saw IBM, I saw Dell Technologies, "I saw Kubernetes, I saw Pure, I saw Nutanix, "I thought I was in my own data center." And it's interesting, I think about our business, and in our business, data doesn't care. Like you know data doesn't care if you're running a modern architecture. Data doesn't care if you're running Legacy. So what we're really focused on is helping companies manage data in highly complex, and extremely demanding environments regardless of their infrastructure. And Cloud 2.0 speaks to the complexity of that, because you know, these, and we were talking earlier with VMware about these categories that used to exist, these Gartner Magic Quadrants. You know, you can't put something that's not a silo in a silo, you're horizontally disrupting. And data does that, data has to move around and it's got to move everywhere. So there's no more silo boxes of categories. A 100% agree, you know it's interesting, we launched Enterprise Data Services earlier this year, and that was the precise reason why, because we've relooked at what data protection is. Data protection is no longer backing up your data from a cloud to a cloud from your on Prime, it's a much broader category. It covers how your data becomes available, how resilient you are, understanding where your data is, how it's categorized so you can respond to ransomware attacks, manage regulations around the world. So our view of data protection is a platform that is horizontal and cuts across. Well you guys, I mean the heritage of Veritas is the original data management company, right? Yeah. With no hardware agenda, and so my question for you, Todd, is what attracted you to Veritas? Softball question, so the most amazing customers any company could possibly imagine, Global 2000, the top telecommunications companies, the top banks, top stock exchanges. Secondly a product strategy that's really zoned in, back to your point about this, a platform that cuts across all of these diverse technologies and solves problems for customers that abstracts them from the complex environments that they're in so they could focus on outcomes, and Greg has done an amazing job recruiting a top notch leadership team. So it was really great product, good leaders. Okay now, follow up is you guys, you know, number one, top anyway, right and with Gartner Magic Quadrant, everybody wants a piece of your hide, (chuckles) the whole industry is coming at you. So, what's the sort of messaging strategy to keep top spot from both outward facing and also product development? Sure, sure. So we look at two types of competitors. Competitors that are offering point solutions, predominately playing in the mid-market, and when you're a large financial institution, and you have a highly complex environment, you're in a multi-cloud world, and you can't afford to have a siloed backup data. So you need to understand how your data is classified, where it's stored. So if you're responding to ransomware, and that ransomware attack is targeted to a specific server, you need to know if you have PII there, or if you have cat pictures there. If you have cat pictures there, then, (chuckles). >> John: Let 'em have it. Let 'em have it, exactly. (John laughs) So our platform cuts across protection, availability, and insights, which categorizes your data. So the data gets categorized in NetBackup, extends to the analytics platform, so you know where your data is, and you could take action on your data. The hard question of the day, instead of a softball I'll give you a hard one, you got to refresh the brand of Veritas has got a lot of pros and cons. The pros are, you know, well-known, a lot of customers, I got a customer question later, but the brand is important, because you have the new modern platform products, platform and products. Yeah, yeah. You got to get the name, Veritas has old meaning. You have a lot of older customers, you have legacy customers. How are you going to go out there and refresh? Is there any new plans there? We have a ton of plans. You know, we have the product, we have the customers. The product, the platform product is amazing. We are a quiet company, so we need to be noisier in the marketplace, and we need to insert ourselves into relevant conversations that are top of mind with CEOs and CIOs, whether it's ransomware. If you look at all of the ransomware attacks, It's a huge opportunity I read like two weeks ago in the State of Texas there were 10, 15 municipalities that were attacked. At the same time. At the same time! and we have a solution that can help customers recover from ransomware, so we have to insert ourselves in those dialogues because we have a very, very specific point of view that can help customers. Well but to John's point, right? Everybody that you compete with will say, we have a solution that, you know, helps solve ransomware. So, how do you separate from the pack? Like I said, everybody's trying to take pick you off. You know, we want a piece of that install base, right? 'Cause you got to keep the install base, and you got to keep growing, right? I'll lay down the gauntlet. I would love any competitor to showcase how they can support 500 workloads, a 150 storage targets, 60 cloud providers, at enterprise scale with a high degree of reliability. Our differentiator is we can cut across these very complex, very demanding IT environments, at scale. I want to get your thoughts on the customer journey question, because I think, you know, you mentioned the customer base, we've been following what you guys do. I mean I ran, I was in Bahrain for a regional Amazon event I was covering in the Middle East, and in the exhibit was this Veritas, and they recognized, hey, there's theCUBE guy. I was like, hey, thanks for watching. But seriously, you guys are everywhere. You got huge customers, but you probably have a lot of customers that are trying to go from here to there, VMware was talking almost specifically around, you know, you got the enterprise scale world, and they want that cloud Nirvana, and then there's that missing middle in between. So, you probably have a lot of transformational stories. What is the patterns of customer profile that you see? Some of them making the journey? Some of them are having a hard time? What's the state of the mind of the customer that you guys have? Well, we are definitely seeing a hybrid, multi-cloud world as you've heard here this week. 52% Of our customers are running in a hybrid cloud environment, and we have a core relationship with their legacy infrastructure, and our customers are asking our help to extend their data protection, and their NetBackup environment into the cloud, to backup the cloud, and across new modern workloads. So our customers are pulling us into their environments to do more. And that's cloud and hybrid basically. Cloud and hybrid. Public cloud and on premises. And our customers are also realizing that they're responsible for backing up their own data in the cloud. There's this misperception in the industry that if I move to a cloud provider, the cloud provider will manage my data, when in actuality you are still responsible for your data. You know, Amazon with security has a shared responsibility model. They say, okay, we protect the EC2, the infrastructure for S3, et cetera. You're responsible for pretty much everything else. And I think that you could draft off that message. Yeah, yeah! You guys too, a couple of years ago, had a great event call Veritas Vision where everybody came in, and then you changed that. Now you sort of go to where the customers are, and I'm wondering, how's that working out? It predated you. Yeah! Yeah, yeah, yeah, yeah, yeah! So I won't ask you why that decision was made, but you know, how's it working out? I mean, a company like yours, there was like four, 5,000 people there, it was a really good event. So, a great question, and a highly relevant question, because we're just about to launch our series. So, you know, having run large, large, large user conferences, and you look at distribution of your customers and, you know, you typically find that 80% of your customers are coming from the US. You look at our customer base, global international customers. We have a high percentage of customers that are outside of the U.S. So, our strategy is let's take our user conference, let's take our message, let's take our value proposition to the customer. So, we are kicking off next month an entire series around the world, Germany, Paris, Rome, Seoul, Bali, Singapore, Melbourne, our vision series, where it's our anti-user conference. We're taking content directly to our customers. Is this regional or are those cities based? How is that segment? City based. So it's like an Amazon Summit kind of thing you go to? Yeah, yep. Okay so as a follow-up. So, as a seasoned pro in this space, why either, or, why not do both? I mean there's a budget obviously is one thing, it's expensive to run these events, I get it, but. I would prefer to put more money to where the customer is at. The field, kind of. Yeah, into the fields, you know, one of the life lessons of being a marketer is go to where the customer is. Don't try to get the customer to come to you. Well, your head of sales will love that message, you're going well. (Todd laughs) So our strategy is to go where the customer is. Yeah, and that does help sales actually. So, while you're on that point, you're a very progressive marketer, for the folks that don't know you, I'll share with them that, you know, you like to try things, and you love start-ups, and you love to promote new things. The marketing stack, I've said on theCUBE, and we'd love to have you challenge us if you want, love to debate it, I said, the MarTech Stack just didn't pan out. I mean, it worked? No, no, it didn't, no! Did it work? Is it evolving? Is it siloed? Is the cloud changing the MarTech Stack? So again, pretty aggressive statement, but my point is, email marketing was great for that generation, still is. There's new organic flows, maybe I'm biased, but I'd love to get your thoughts. How is the marketing tech world evolving with cloud computing? So, I'm going to say something provocative. >> John: Okay, all right, here we go. I think the CRM industry has gotten B2B marketing wrong. What I mean by that is you look at most CRM capabilities in B2B and they're focused on an individual. They're focused on a lead, they're focused on nurturing an individual, but if you look at our customers and enterprise, individuals don't buy, buying groups, committees, and accounts buy. So where we're focused is looking at accounts, and understanding account company based behavior that shows buying intent and triggers, which then initiate our marketing. So it's not built around a lead, it's built around-- >> John: So account based marketing? Account based marketing, but account based insight and intelligence around, is there a project or buying opportunity? And you know our good friends at Manigo, that's what they do, which is AI driven, trigger-based marketing. And that's where I think the industry is going. And what's your thoughts on organic marketing, because one of the things that's hot, is we live this world with theCUBE, and we've been kind of pioneering this model where co-creating content together and pushing it out into these digital streams is an organic process. It's technically earned media and PR parlance, but we're seeing the evolution of the CMO-like action around storytelling, right? And so, like community based storytelling, it's an organic function, it's hard to control. You can't just buy it, it's got to be kind of nurtured or enabled. That's right. What's your view on that? Because this is an emerging trend we're seeing, VM were just reorganizing a whole storytelling integrated group of PR pros, that are acting like the marketing, in their marketing. Well you know, one of the most active, customer segments we have is our VOX Community, and if you think to your point about co-creation of content in collaboration, our VOX Community collaborates on solving problems that customers have, they call that-- >> John: Can you take a minute to explain, what is VOX Community to us? VOX is a community of our technical users, where they help each other share best practices and solve problems. >> Dave: A lot of how-to? A lot of how-to-- Not Vox Media. Not Vox Media, correct. Just need to make sure to get that out there. Forums, there's videos. Is this your community, or is it third-party? Veritas. Okay, Veritas. It's a Veritas community, yeah. And then to your other point, John, the marketing world has changed. We've quickly moved into a world where we now have an anonymous relationship with our customer, with email, with direct mail. Yeah, we're always driving to registration to capture a name, that world is long gone. A Facebook show that's been weaponized, so you know. Yeah, that's right. It's the data business, at the end of the day. The user experience is horrible, right? Everybody hates that, and so yeah, there are other ways now you can use data, you can infer. Yeah, that's right, exactly. You can read the tea leaves, and probably make a pretty high prediction, or highly accurate prediction. What is the most under reported trend that you think marketers should look at in terms of capabilities that are working out in the field for you? I would say the ability to leverage predicative analytics, call it AI or machine learning, understand what's happening at an account, and whether there's a buying trigger. I think accessing that information, learning from that information in terms of how should you initiate a selling motion, and then enabling the sales force with that intelligence, I think is a wide open territory. All right, we got a-- So a couple of other things. If I can? Yeah! Just to get it in. So you guys made a big platform enhancements a couple of years ago, and then a big eight dot, whatever it was, eight dot something, two, three, five. I think it was 8.2. Customer momentum, can you update us on that? Maybe even customer examples, and then I've got a partner question for you. Yeah, so I talked about the value of the platform, and we'll take Renault as an example. So Renault, a NetBackup customer, Renault wanted to make their virtualized SAP environment highly available, and they looked at a variety of different solutions, and they looked at some solutions that were homegrown and others, and they realized just extending the Veritas platform was faster time to market, 60% cost savings. So, there's a perfect example of a customer leveraging our platform play. And a couple partner questions. So, you know, we're here at VMworld, so your VMware partnership obviously pretty important, and then we're at Pure Accelerate next month, you guys are there, you got a big presence there, I know you got a tight partnership with them. That's right. Give us the partner update. Partner update, so we have very solid relationships with Amazon, Microsoft, VMware, Google, Nutanix, Pure, and that's where we're really doubling down in terms of technology integration, joint go-to-market. >> Dave: Great. And the community site is vox.veritas.com, I just was checking it out. Thank you for the plug. There's a church one, there's a religious one, not to be confused with Vox Media, so just want to make sure everyone got that URL. We think community is super important. Thanks for coming on theCUBE Excellent! and sharing your insights. Thank you gentlemen. Thank you. Todd Forsythe, CMO of Veritas. More live coverage of VMworld after this short break. (upbeat dance music)

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Oh, good afternoon and welcome back as we continue our coverage live here on the cue from Mosconi North in beautiful San Francisco. Clouds of melted away In a way, of course, we're still talking about hybrid Multi. They're not going anywhere. In fact, there are very much entrenched into this show. John Wall's Justin Warren. Glad to have You with us. Joined now by Kevin Chats. Camera. Who's the vice president of Product management Enterprise and SP Solutions of Dental Technologies. Kevin. Good to see you again, sir. Nice to see you, too. Two shots in one week on the Q. We love that and Wait Holmes, who's the director of technical product management at Veum? Where? Wade, Good to see you this afternoon. >> But if you also >> so this this is kind of your party here, VM where? I mean, just give me your impression so far. First off, just kind of what you're sensing that the vibe here of the show and, ah, the kind of work that you're getting done. >> So the vibe here is excitement. I mean, I think everyone's excited about a lot of the announcements around either probably Pacific and how we're redefining the V's Fair platform and Tan Xue and now these capabilities on how these capabilities are going to be able to enhance our capabilities of our cloud provider partners. So I'm part of our club fighter salt for business unit, who specifically makes products and solutions for our cloud provider V, C P P program. And I think couldn't beam or excitement. And they've been a crescendo the past few years and be anywhere and b m world. And I think this has been one of the best ever. >> If the waves hitting the shore big time now. So you you talk about cloud providers about service providers. I mean, one of the same. Or Or how do you guys define that now? Or how do you separate that? >> Yeah, I think these terms are largely used interchangeably. To a large degree, I think if we look att at the cloud industry in the provider industry over the last several years, maybe about 5 to 7 years ago, there was a belief from every single cloud provider that they needed to build a scaled platform like a W s like Microsoft Azure like Google Compute. And that they were all in the business of a race to building the most robust, most scalable, most feature rich, most differentiated cloud that was largely erased the bottom from an economics perspective. And I think just about all of all of the service providers and now these cloud providers that we work with have really moved to a different model. What they've recognized is first off. The race to the hyper scale is not a profitable business that you want to race against. Number two. Ah, the transition for large enterprise I t small enterprise medium business to the cloud is so complex that it's not a game of building clouds and not a game of building platforms. It's a game of building practices at this point and cloud providers or building practices that allow them to find their own niche and differentiation off differentiated offerings. Whether that be on Prem Private Cloud hosted Private Cloud and then partnering with the hyper scale er's for the massively scaled multi tenant cloud world. And when we start to realize that this managed offering these cloud practices are there to help the enterprise and small medium business in their transition to the public cloud in transition to cloud and moving towards more managed I t offerings. What we're finding is the reemergence of these cloud providers in a meaningful way, starting to bridge the gap of skill, set, mismatches and expertise. Mismatches at Enterprise I t just doesn't have to embrace cloud technology. >> Yeah, for a long time there, there was the cloud Geraghty, who were saying that the public cloud is the only way this is gonna happen. Everything's going to be there. And some some of us I would count myself among them was a little bit skeptical about that. That approach to things and a lot of it with a lot of the pressure on on service providers was you don't even bother getting into the cloud business. Just shut up shop and go home. This is never going to be a good idea for you to compete in this at all. And it sounds like that that some of these providers have actually gone. You know what we've We've got a viable business here. There are customers here who need things done that we do really well that are not available out in public Cloud. So what are some of the things that some of the things that you're hearing from these cloud cloud providers, that that they are finding from customers that they value, that they not finding anywhere else? >> So I grew 100% that the club wider there, find their business is still growing, and it's due to their expertise. Is Kevin said, that the building practices they understand enterprise customers? Veum, Where business? They understand the platform that they're running the enterprise and are able to provide additional differentiated service's while leverage in the technology that the enterprise they're utilizing in their own data centers. So it's able to pride value out of service is with the same platform that air using in their own premises and providing those capability of same platform in a cloud model. So, given a pragmatic way for enterprises to be able to migrate to a cloud in a hybrid cloud, >> are there specific practices you noticing that is that kind of stand out as being particularly common? >> Yeah, s so I think that through the answer is yes, right? And the answer is that vertical expertise is king here, right? Understanding the industries in which the cloud platforms get deployed and how those industries consume. Resource is the use cases. How they monetize their business is key for success. But I think that what we where we've lived over the last several years is that the building blocks for all of these vertical industries, the only uniform way you had to do it was with the massively scaled public cloud providers. The hyper scale er's what we're doing now, Adele Technologies Cloud is we're enabling a consistent set of building blocks for all of these vertical industries that all of these vertical X three experts in the vertical industries across the cloud providers can then bring a common building block and go address the complex problems of building the use cases, building the monetization models, building the differentiated feature set. >> So I mean, can you give me an example? I mean, what you talking about? It's like if you're going about health care versus transportation versus manufacturing, some things that were going to a different way, we're going to slice this That's right. It's a different >> set of ecosystem partners. It's a different set of vertical applications, a different set of problems. It's different set of monetization models across the board, right? You know, retail has very specific requirements around Leighton See sensitivity and the need to be able to address micro transactions. Security capabilities of those transactions or what not, Health care is governed by hip on various other legislative. When you build in Europe, you have, ah, various data protection and privacy implications to keep in mind. It's right, so all of this is not typically available in public Cloud Public Cloud is built for a lowest common denominator. One size fits all, and then you come bring differentiation. On top of that now is enterprise. I T organizations start to migrate their workloads to Public Cloud. They're looking for consistency in terms of how they've lived before and how they work before how they've operated before. How do they migrate those applications, right? It's not I'm building everything natively for public cloud is that I have an entire set of applications that were designed in my enterprise i d environment that I just want to find a new way to operate in VM wears a consistent abstraction. Layers is really the path forward, So DT Cloud on Deli emcee and TT Cloud leveraging the public cloud providers in the V M wear abstraction with both feet spheres. Well, it's vey cloud foundations, eyes really a commonality that they can now the uses a foundational building block for all their service is >> yes. So where one of the things that a lot of customers have invested over a decade or Maur envy em where? And they have a lot of processes and tools and skills that they have invested in. And it sounds like for some of these cloud providers specializing in a particular industry, that there's a risk there that you will end up with building blocks that, yes, they're customized for one particular thing. But now I have to operate them a little bit differently. And now I've got a lot of different ways of doing things, and particularly as a provider, then that that adds cost. And I want to try to get some of those costs out there because they think that influences my margin. So is the choice. Of'em were one way of dealing with that because I can maintain that same consistent way of managing things. >> Absolutely. And that's key to some of the work that VM wear and Dell has been working together on two. Allow for Kevin Mention, Adele Technology Cloud Platform, which the baseline of that is being more cloud foundation. So been ableto have that homogeneous operational model, and Mona's data plane set is the same V sphere and XXV sand based originality perspective. So the operational model, whether it's in the providers infrastructure or whether it's on premises within enterprise is similar. >> And I think there's even 1/3 vector to this, which is, um, yeah, one public cloud provider is not gonna win. All of the public cloud providers are going to exist, and the scale of a Microsoft azure and the scale of an AWS on a scale of a Google compute put them in position to continue to lead this industry forward. And it's it's difficult to bet on one horse, right? So the GMC model on the DT Cloud model allows us to be able to scale across all of these different cloud providers and as an enterprise organization that's making specific decisions based on region or based on other financials that some of these workloads are going to say in AWS, and some of them are going to sit in Microsoft Azure, etcetera, etcetera is a common abstraction across all of them. >> But at that point, I mean the fact that you're talking about, um, vertical practices, right? Verticals having practices that might be unique to their particular industry. And now you're talking about them deciding that they might all flowed work Thio, maybe an azure. Maybe in Google. Maybe I'd be it. Whatever, Um, I mean multiple complexities for you in dealing with that because you're gonna be the translator, right? You've got to be. You've got to be multi lingual, not only within in the cloud world, but also in a vertical world too. Right? So tough road for you guys to provide that kind of flexibility and that kind of knowledge. >> Oh, I mean, that's the key to the software and solutions that GM was providing and allowing for solutions and sat space capabilities to provide a modernise, softer, defined capabilities across clouds or a and be able to manage things across, such as cost in via cloud health and other manage service's capabilities by our software platform and then be ableto have this. These capabilities in the Bean Imlay consumed by providers and turnkey fashion by utilizing del technologies, bx rail are and VCF one VX rail and having us all package together, and so that providers no longer have to focus on building a core infrastructure. But they're now able to focus on that integration layer. Focus on the additional higher level service is that are able to stitch together the use this multi cloud environment >> decision logic that our customers have. It's just so complex, and I think that the message that we've heard loud and clear from them is that they feel like once they're in particular ecosystem, they're locked into that ecosystem. And the more that we can do that give them flexibility to bring these ecosystems together and leverage the benefits and the capabilities and the regional and geo location of just about all the different ecosystems that exists and build their own ecosystems. On top of that, especially if you're a cloud provider, is really what they're looking to do. And when the foundational building blocks all look different, the integration look different the automation look different. The orchestration look different in the storage. Later look different. It's just It was impossible, right? It's really on us to provide an abstraction to make that easy for them to accomplish their business. >> Consistent foundation is critical, and that's what we're bringing through the cloud provider today. >> One thing that has changed from from technology of 12 12 15 20 years ago is the consumption model that cloud has provided. S. So what are you seeing around service providers, providing that pretty much you have to provide if your cloud provided you have to provide some kind of consumption model because that's what people have in their minds when they think about about Cloud it is. It's not just about the technology side of things. Actually, we're out the business operations about, you know, the financing and the funding models of things. What are you seeing with the cloud providers and service providers? How are they changing the way that they allow people to finance the buy of this infrastructure? >> So that's one of the pieces that, in being where Rendell is working together to allow for not just software, which through the visa program all of our software solutions are consumed through a subscription like model. So it's pay as you go, but also be able to consume hardware and consume the turnkey patches package so that VCF on Vieques rail and the Cloud Provider platform can be consumed in a pay as you go subscription model, which is a way that providers want to be able to then provides software and capabilities to their enterprise customers. >> Have they completely changed across to being purely consumption? Or do we still have a lot of industries that preferred by things that with Catholics >> it would be fantastic if the world converged on one answer? Everything is always easier when there's one answer. But I think, ah, one of the things we recognize is that, ah, and it's true and technology. It's true in business models. It's true. In operational models, there's never in. It's never just a or answer right. It's always an end, and there's a need for us to embrace multiple different models in order to meet the needs of our customers. And even a single service provider will find particular areas that they wanted, consumption based model and others that they realize that it's a well entrenched business for them, and the risk is a little bit lower, and they're willing to take on that risk and look at a Cap IX base model right there. Certainly financial implications to both an Op X and the Catholics model. There's tax implications, and you know where. We're still a little bit all over the map in terms of their preferences. >> Hopefully, we'll see that shake out a little bit and we'll have some standard patents to match the practices that will just make it a little bit easier to design the solution. >> I think the Saturn standard pattern that I expect to emerge is that we have to do everything >> for everyone >> in every way that they want to see. >> Oh, you left there, Kevin. I can't imagine that being too difficult. Everything. Everyone it all at every time. That's right. All right. Hey, thanks for the time of and the discussion and good luck with handling that. I know. That's a that's a big lift on. I know we're joking, but, uh, it's a great world for you. Certainly exciting time. And we thank you for your time here. >> Thank you. Thank you guys appreciate the time. >> I appreciate being World 2019. Coverage continues right here on the Cube. We're live and we're in San Francisco.

(upbeat music) >> Introducer: Live, from San Francisco, celebrating 10 years of high tech coverage, it's theCUBE. Covering VMworld 2019. Brought to you by VM Ware, and it's ecosystem partners. Hello and welcome back to theCUBE's live coverage here in San Francisco, from VMworld 2019. I'm John Furrier with my co-host Dave Vellante. Dave, 10 years of theCUBE, covering VMworld. A lot's changed, a lot's happening, 10 more years. Two great guests here from Veeam. Carey Stanton is VP of Global Alliances and Ken Ringdahl who is the VP of Global Alliance Architecture. Both with Veeam. Love the green. >> Good to see you gents. >> Epic party last night. You guys are known for the legendary party. >> Yes. Andy Rammer? Did you? It was great. We had 2,500 people waving, shouting. Yeah it was great. >> So welcome back to theCUBE. So what's the news for you guys? You're always popping some news out. What's going on here for you guys at VMworld 2019? Top story. >> Top story for us I think is continuation of what we're doing with VMware on VMC and AWS, you know we continue to be the number one data protection workload on VSAN, working with them on their new marketplace as a design partner that they just launched this week as well, so I would say that we are always everything to VMware and then we just continue to ratch it up with continuing to grow out their ACF platform with VSAN and the new marketplace which is their VCPP, which is a big part of our business. >> And the cloud's certainly a big part of the equation for VMware this year. I mean you've seen the announce cloud native support, kubernetes on Vsphere, so they're starting to get their software mojo down on trying to build that next generation platform. You guys are kind of there with your solution. What's the big takeaway technically that's going on that customers should care about in your mind Ken? What do you think? >> Yeah, you know. Certainly this, is a big push towards Cloud I think. You know as Ratmir our co-founder would tell you, "hey, we track VMware." So when VMware started on print we would track along, they've now moved into the public cloud, and we're following along there, so whether it's VMC and AWS, the new relationships with Azure and Google, you know, goodness for us because we provide inherent support there. But you know some of the next generation things, a lot of news about project Pacific, and kubernetes, and next generation cloud native applications and, yeah we're here to support our customers, you know we're looking at all the new things that are there, we've done a lot of things recently about adopting object storage for cloud storage, etc. A lot of things we're doing from a product and technology perspective. >> So Pat Gelsinger, on theCUBE one time said, "If you don't ride the waves you're going to become driftwood." You guys have always been wave riders. When you see something like the project Pacific, what does that mean to you? How do you respond to that? Do you talk to customers? Do you sort of huddle internally and start designing? >> We do. We certainly take a lot of feedback, you know as we all know in tech, there's a lot of things that come and go, some of these things are great ideas, and at VM where you can look at vCloud Air right? You know, it was great momentum for a while and VMware made a very good pivot right? They understood that, we shouldn't compete in the space, we should partner in this space, and so we do the same thing, we look at when we're evaluating new technologies, kubernetes, etc., I mean I think at this point we know kubernetes is here to stay right? That's not a fad. It's very clear, the adoption is clear, so we're evaluating how we participate there. Our customers are largely, on-prem customers but moving to the cloud it's a real hybrid story, and so when we go in and implement our support and look at how we're going to integrate that, it's all about how we help our customers in that world. So when you see a new trend you say what, "We can protect that." Right? It's anything, everything needs to be protected. How do you think about protecting containers? Yeah so we look at it and say, hey look, the way that containers are delivered it's inside of a system regardless so, sometimes it's inside a VM, sometimes it's within a physical system. We can protect what support's there and we're looking at how can we help customers today. A lot of customers are moving their workloads. Similar to when server virtualization came up, it was a little bit of a lift in shift right, I'm going to take what was working on physical, move it to virtual. A lot of customers today are moving what they have in legacy apps and they're just putting 'em into containers just to get there, and then they're building new applications, they're moving in a more stateless fashion. We can support the customers today when they move to a stateful system. And we're evaluation how we support more the stateful longterm view of kubernetes. >> But Carey so you obviously know VMware very well. Yes sir. I've spent some time there. When you think about how the ecosystem's evolving, VMware now is a networking company, they're a storage company, obviously they compute, but they haven't sort of aimed the cannon at data protection, they've left that to the eco system. Your thoughts on how the ecosystem is evolving, your relationship with VMware, and the broader. >> Yeah I think it's not dissimilar to, if we just pick vSAN, storage, primary workload, they don't play in the secondary storage, and they allow their customers to work with reference architectures that we create to say which data protection partner would you like to have. We're fortunate to be number one, if you look at HBE, right, again, they have a lot of partners, we're number one with them, NetApp, Cisco and the like, so you know, VMware's not any dissimilar, so we're fortunate to have that Tier 1 relationship with them that they're looking to us as serving their customers. And then we also have a very close working relationship with them on the engineering side to ensure that we're always protecting their customers, and we have lots of other great meetings this week and lots of other things to be announced in the weeks ahead with working with them and their customers so we're very excited on what they're doing in that space and how we can solve their customers. >> That's interesting. None of the big platform players really have attacked ever, historically, back up, I mean I guess IBM kind of, but that's for different reasons. They'd probably say, "Okay, we've replicated, we're good." Why do you think that is? Is this cause it's so hard? You guys as an industry are that far ahead of the functionality? It's a tough business? >> Well I think it's.. It's big, it's a large business I think it is. It's a 6+ billion dollar town. I think that it's also a legacy. I mean if you look at where Veeam came in and we were disrupters when VMware was it and doing the virtualization, we were disrupting the legacy players without saying all the names what we did, and I believe that with the two decade plus world the data protection has been in, and the evolution, that it would take a lot of work on their part to want to come in and say that they're going to get into that space and try and have a solution that is as credible as Veeam is in the marketplace. So again we're fortunate, we stay very close with them and you know we continue to see them as one of our Tier 1 partners as well. >> Talk about the integration aspect because you're Tier 1, you guys are number 1 recommended with these guys, relationship's strong, integration's are key, for you guys and with VMware but also as customers, look at the Cloud 2.0 world, and you guys are following VMware with multi-Cloud, you guys can play everywhere. You're going to be integrating a lot, so that has to be a core competence for you guys. Can you just talk about, how you guys view your integration with VMware and then, from a customer standpoint, why is it important? >> I'll take the first crack and then pass it Ken, but if you look at two years ago with VMC on AWS when they made those announcements, we were a design partner in, and then they started to evolve that and doing those pilot, we're starting to see those pilots turn into large enterprises deployments. You hear Pat and Sanjay talking about the evolution that they're having and we're seeing the result of that, the customer's saying, "I need what was using on-pram." And that's moving to the Cloud and it just works, the Veeam slogan, it just works. So we're seeing a lot of those deployments for customers taking those enterprise solutions that they had on AWS and scaling them out, and we're going to continue to do that across all of, you know, what Ken was just talking about kubernetes, the Pacific project and others that were.. Again, we're at the table working with them, but I don't think that Veeam is going to stay away, we're only going to get closer as go into new technologies. >> You have to and the tech's getting better too. >> Yeah, what I'll say also is, Veeam, when you look at the data protection landscape we're a pure play ISV. That actually makes us pretty unique because all of our competitors either sell their software on a piece of hardware, or it's at least an option. We have no Veeam whitebox option that you'll see a Veeam label on it, and it really resonates with out partners. We're totally non-competitive, or non-overlapping with our partners and so, they welcome us with open arms as a result of that, and it really helps us drive in. But the integrations are critical and just to quickly make a comment about the last question about sort of the point solutions and why doesn't the big platform players. I'll give you two examples, two public Cloud examples: Azure and AWS, the two primary hyperscale Cloud vendors. They both have backup solutions, AWS has site recovery, sorry, Azure has site recovery, AWS come out with AWS backup. About a year ago they announced that at Reinvent. They need that for point solutions for customers that are looking for a checkbox. Customers, really that more the developer that just needs the base level protection. But they partner with folks like ourselves, for the broader support, for the hybrid support, because silicon angle right? I just read an article yesterday, or two days ago on silicon angle. It's a hybrid cloud world. You guys, talking all about it. That's where our strength is and that's why we have these partners coming to us. You know they build point solutions on their own, again for that checkbox, we're not checkbox, we're deep integrations, we're hybrid cloud, portability, flexibility, reliability. >> And that's smart of the cloud guys to do that because some people want end to end or compliance reasons they have to use the cloud's solution, or it's a requirement, but look at Cloud Trail, and data job's going public. You got New Relic. You got these companies that are winning in adding value with their products through leadership. Not necessarily. Amazon's got a solution out there but they're not really, going down that road. >> And John, and what I would say is also they see, the number of customers and the size of the petabytes that we're driving on the respective clouds, again back to Ken's point on AWS and Azure, I mean that business for us is growing 30 to 35%, month over month, and so they understand the number of customers, and they see that this is a hybrid play, the customers tiering off data to the cloud, but their primary workload is on-prem >> That will give you more EC2 cycles. I mean, crank up the EC2 baby. >> And they know that we're coming out with cloud native solutions as well so, I mean we're doing all the heavy RD investment, solving their customer problems, so again reason number 452 as to why they would want to go in and be disrupted to that? >> As you guys do these integrations, a lot of cloud action, you got VMC on AWS, Cloud Tier with AWS and Azure, you have a bunch of stuff going on with VMware solutions with Cloud Simple. As you work in this multi-cloud world, how are you changing your licensing and pricing models to adapt? Yeah a think Ratmir and Danny were on this week and talking about instances, so we're moving the portability of the license no longer, making the customer have to make a hard decision on the day of licensing with Veeam, is we're saying, hey, the license, it's an instance, it's on-prem, it's an instance in the cloud, you determine what's right for your business and move those licenses. So we were the first to really make that giant leap and we're going to continue to evolve that solution and make it even easier for them to do that, and then another thing that Veeam is there's no tax, we don't charge the customer any money if you want to move those data environments up into the public cloud, and again that's Veeam differentiating as it were, that customer company. We're always focused on what's right for the customer, from the product, right down to the licensing model. Yeah you're tag line is it just works. And I don't know it that's the tag line but that's what customers always say. >> It was for many years. And it's more than just a product, it's the business model. You guys have always been, pretty innovative in that regard. And especially with partners, you and I have talked about this in terms of how you make a transparent for the partner, for the sales reps. On the partner's side, to not care, whether it's they're selling on-prem or if it's a cloud solution. >> And it's been well received as you know we have global resell agreement with the Cisco's and HP's and NetApp's of the world and they're very appreciate to the way that we make it easy for them to sell to their customers and allow them to have that portability of the licenses. >> It's been great following you guys and your events, and getting to see you guys be successful, the product does the talking, and the customers are the references. I mean they vote with their wallets. You know and you guys are a Tier 1 partner. Congratulations. >> Yeah. Thank you very much. >> Final question for you, is the event successful in your mind for you guys? What do you think is happening here? What's the top story coming out of the event overall for the folks that didn't make it here? >> So, first and foremost, huge success, we're 100% back here next year trying to make it even bigger, and I would say that what's coming out of it is just the, the success that our customers show by coming to our booth and showing us that they're looking to keep with Veeam on the journey as they go with VMware. And Ken touches on kubernetes and look at all the new solutions, and so we have an overwhelming support to customers saying, "Hey, I've been with you for the last decade, I want to be with you on the journey." And so that's, we've hear that over and over again this week so very strong. >> Yeah, I think I'll second what Carey said and maybe I'll give you a broader picture. I mean if you look at what VMware's done over the last 12 to 15 months. Last year at VMworld they announced the Cloud Health acquisition, they acquired Security Company, Pivotal, you know they're really broading and they're seeing that hey look, it's not just about on-prem server virtualization, we need to have a very broad story. We need to be relevant in the public cloud, we need to provide some management and multi-cloud capabilities. We're doing the same, but I think VMware is clearly in a period of transition and figuring out.. You know I think VMC and AWS is a great step. You know having the CloudSimple relationship and virtustream for Azure, you know runnig VMware, and Azure, and Google, but I think you'll continue to see that evolve and I think they've put the breadcrumbs down so that as we go forward here in the coming months, weeks, and next year when we're here at VMworld, you'll see that continue. >> And it's certainly a great growth in terms of infrastructure's, code. You're starting to see the Enterprise Cloud start to stand up a little bit. Hybrid cloud's got visibility. It's not as easy as leaving stuff in the cloud, getting the enterprise to work, you guys know that first hand. And Congratulations. Thanks for coming on theCUBE. Thank you very much. Appreciate it >> VMworld 2019 CUBE coverage. Here live in San Francisco, I'm John Furrier, Dave Vellante. We'll be back with more after this short break. (upbeat music)

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back, I'm stew minimum like co host for this segment is Justin War, and this is the 10th year of the Cube here at VM World 2019 when the lobby of Mosconi North and happened. Welcome to the program first, a first time guest on the program. June Yang, who is the vice president of product management and engineering at VM. Where. Thank you so much for joining us. >> Thank you for having me. >> And welcoming back to the program is Marin Cabra, who's the vice president. Product marketing of Cloud at Delhi emcee for in Great to See You, thanks to All right, June so many different pieces talking about Cloud Way. Think back 10 years ago, you know, Pomerance was talking about it like it's the software mainframe. What we're talking because, you know, even back then, you know, Cloud isn't really it's not a destination or a place. You know, there is no cloud is just somebody else's computer. It's more of an operating model, so of course, the VM work cloud on various solutions. Of course. Sitting here with Del, I'm sure we'll be talking about the V. MacLeod, a deli emcee. But just give us over a little bit about you know, you're in a lot of customer meetings. You know what's resonating with your customers. What are they coming to you tow? Discuss when it comes to their overall cloud strategy? >> Yeah, I think for a lot of customers, they're really looking for both the hybrid cloud story as well as a multi call story. I mean, this is something that Pat spend quite a bit of time talking to you on the Mondays keynote. We see customers clearly. Many of them have very large existing footprints on premises and edges again as a growing segment off their infrastructure. It's also getting very significant, making very significant investment over there. And of course, the public cloud itself. So we see many customer really trying to straddle the combination off the private cloud, the public cloud and the edge side, and our strategy is really we want to have a consistent infrastructure that's running everywhere, so therefore we have a consistent operational model that enables the customer and their advance to be to do that. >> Yeah, In some ways, it reminds me back. You know, in the early days when I worked with VM where every group had some application they'd built and you know which server they bought, you know, you know, they would run VM. We're underneath that because it would help with the efficiency in there. So in some ways, is multi cloud similar to what we had in multi vendor back in the day, >> I mean, we think of, you know, you think about the first it oration. Of'em were right. We're really thinking about We're taking the hype, the hyper visor, and making all the hardware underneath that to be really invisible right you're using, You're dealing with a high. You're doing the hyper visor and really hide it a head virginity off. What's underneath that? And then we talk about our STD Sierra, which is really focusing software defined data center were virtualized not only compute, but also storage and network as well and really hide in the head Virginity for that. And so the third iteration flies really looking at the cloud as the next level off you know, different instructor comes from money again. We want to go to hide that and offer consistent operational model there. >> So from the customer perspective, back in the day when Vienna, where was new It was new and scary for a lot of customers. And we had we saw that with cloud as well. So 10 years ago, Cloud was evil and wrong, and we should never use it. Customers have moved on in both of those cases Have we have We reached the point now where cloud is just Yes, it's accepted and we're going to be doing it. Are we? Are we going to have another battle about whether hybrid or multi cloud or customers just moved past that and are now looking at? We know what we want to use this for, so we know that we need to choose it. We're not gonna be moving everything to the cloud, but we're not gonna be putting everything in V EMS either. We're going to choose what is the right solution for the for the different views. Guys, >> I think over the last court, a couple of years that has become sort of the defective standard people comfortable with the cloud people comfortable with on premises. They know that it's gonna be hybrid cloud world. It's gonna be a multi cloud world. >> So Varun, we talked about the VM War cloud on Delhi M C. We had a number of conversations back. Adelle Technologies World. You know, earlier this year when you look out in the general market place, they're like, Oh, I look at the family. Well, Della's the hardware Veum. Where's the software? There are a lot of announcements this week that we're the cross pollination of pieces, and a lot of those are software pieces from the Dell family that tie into what's happening on VCF and the like. So bring us the update. >> Mr Was, as June said, both Daddy M. C and V M were incredibly customer driven companies, right? So what we've been hearing from customers is one. They're really excited about being able to try out the Ember cloud and a GMC, so we're very, very happy to be working with the hammer to bring this to market first. So that's something that that our customers have been asking us for. But then, along with that, as customers start understanding the model of the fully manage data. So you know the fully manage infrastructure you can. The next question that customers have is okay. I can now focus on higher value added service is And one of the things that immediately comes up next is okay. What about my data out? We're protected, right? I'm gonna be running applications on this. And we've already spoken on this show many times before. Data is increasingly one off our organization's most valuable assets. It's a competitive differentiator. Bc news, Every day, if it falls in the wrong hands, what happens? Right? So what we've been doing now, in addition to the three amazing amount of work that we've been doing the June's team to bring this to market, they've also been working on the data protection side. So now the deli emcee data protection is now validated to be working on Williams of you, MacLeod and DMC as the data protection solution. So this means that customers can not only take advantage of the the integration that we have on the infrastructure earlier. You can also take advantage of just have the peace of mind that our industry leading data protection solutions Will will be there to help them manage the data and protect their data. >> So it sounds like it's something that you don't have to think about it as an afterthought, which is often the challenge with data protection. If you if you wait to think about it, it never happens. So this pretty much just comes. We know it's gonna work. Turn it on Day one. Just have it. Start with your data being protected and just have that baked into the way that you run your operations so that it no longer becomes spinning up a specific backup project. Because those things that they always expensive, there's no there's no perceived value to the business of doing this, whereas if it's just now part off, this is how you run your infrastructure. So this is how you stand up via MacLeod on Delhi emcee, and this is just how you should do business. >> You know, it's absolutely like that way. What would we find? That's really exciting. What the Hammer Claw Run DMC is. Customers are asking us to deliver the cloud model right to their data centers do their edge locations, so that's how they want to consume software solutions as well. So what's amazing about the solution is you're you're doing everything to the browser. So that's how you're gonna cause you Data protection becomes an ad on service that you want to add on that. And I'm sure over time we're gonna enter the capabilities as well. But it's really that's the key part here. The ease of consumption it Sorry, The ease of use and basically being able to consume things through the browser is a game changer for for infrastructure, on data in the data center on the edge. >> So June 1 of the things that definitely has caught our attention and one of the bigger announcements this week is Tom Zoo in the con to Mission Control. That's what they call it because from going to have multiple locations, we've been looking for my entire career in I t o. You know, we're gonna have some tool that's going to manage across these environments and made a VM wear cloud, you know, on Delhi emcee. But I probably of'em were cloud on some of the public clouds, and I you might also be doing some kubernetes. That's not even with the V a more pieces, so help paint a picture is kind of where we are today and where we're going when it comes to you know that management consumption and maybe even some of the finances in getting to that cloud operating model across all my environments. >> Yeah, tonsil Vincenzo is a kind of follow. Your name for a number of products was in that tons of mission control, of course, is one part of that. The way we view Content Zoo is that this is really a multi called platform. We understand that customers of developers in particular, wanted to use consume, consume carbon eighties cluster and the often they want to choose communities. Cluster based on different cloud for variety reasons, sometimes cause something's resiliency, sometimes just geographical availability. And then there needs the way to be able to see this in the consolidated fashion. And that's what tons of mission control does. And that's when I showcase yesterday the keynote to really show that you can now have a single pane glass to be able to see all of these clusters across multiple clouds and and then be able to, you know, do some troubleshooting and so forth making things much easier that, of course, buildup Holly policies on top of these clusters and then welcome propagated changes and making sure those in force. So those are some really, really, I think, really good operational capabilities that really simplifies the data. The operational cut, you know, kind of the task that operator has to do its part of the >> driver for this, that that enterprises who got this investment in v sphere. So they've spent 10 years of 10 more years investing in envy sphere. And then all of a sudden, you've got these cloud people who want to come and do things in a completely different way. So now, as a business, I either I have to make a choice of what do I invest a lot of money in both of these things? Do I move everything to one model? It sounds like you're actually trying to provide customers with away. That's a look. You've already made these investments and you don't have to throw them all away. You can still operate things here, but you can also have these cloud things without having to move everything off into a completely different operating model. Is that fairly >> accurate. So I think we're very customer driven by We want to deliver what customer wants to. It wants to be able to consume S o. You know, That's why you know, part of the reason we're so excited about a Project Pacific on top of the V sphere side is really customer has made a huge investment on the visa for platform. And we've got 500,000 customers out there and tons of customers does. He becomes their standard in the data center and that you now have a kubernetes coming in and containers coming in and we don't want a customer. Have to do a siloed platform for it. And by embedding communities directly into V's for yourself, we have now made V's fear The platform for containers and for VMC Sport was well, so that investment customer has made on the on the VCR side. Now kind of moves out to people to cover the communities and containers as well. And because our std see and our hybrid cloud story we're taking the same V sphere across to be a mark on the deli Emcee the Mark child on aws mbm were cloud, you know on edge and so forth. That means all this benefits that fracture. Pacific greens is now going everywhere. >> Having spoken to some clients about the experience of even managed community service is it's really, really painful for them. So being about having these of use of these fear, if you could bring that to group in a visa and have that is a manage service, I'm sure you'll make a lot of people very happy. >> That's that's why we're so excited about it. >> Do you want to click one level further on the product Pacific stuff? Because the thing that struck me at first it's like, Wait, you know, containers and communities That's gonna be the cloud and being, you know, feast fear. We want to modernize it. But you know, that's not what I want to put in the public cloud. But Product Pacific. Is this primarily a data center offering? If I'm doing via more cloud in a public cloud to expect to be leveraging the native public cloud and then tan to helps me manage across them? Is that how we think of them? Or am I not getting the full story? >> So I think a little bit about you think about. There's 111 track is you can do is all these fear based clouds, right? These fear based on premise the sphere based on dahlia MSI ve sphere based on top of you know, public cloud right, That's one track if you follow that track than Project Pacific essentially allows you to be able to run both kubernetes and virtual machines on a single platform. Now, if customers also wanted to be able to run a native cloud, then this is what kind of bring tons of mission control in, because that's a multi called story. So that was kind of what paddle trying explain at the keynote in terms of hybrid cloud versus the versus the multi cloud. >> Okay, so you don't actually have to make a choice of one way of saying things, the tyranny of the single glass of pain. I have to make choices and you can't have a lot of things. And if there's one thing enterprises, height is that that's dedicating themselves to just one way of doing things, they like to have choice. >> We want to give them choices. Well, >> s O. B. Having that ability to be able to make those choices and have it be an end decision instead of war. I think that's >> so one of the questions we've gotten from customers this week is you know, your partners he had VM wear have just made a lot of acquisitions. It's a lot of integration work that needs to get it done. Their bills got strong experience in these things. That sit on top of the stack gives a little bit of what we should see going forward on your planet. >> I mean, I think if there's anything that's that's apparent this week, is that being there and L Technologies are just getting started. I mean, even as a having having known a little bit about some of these announcements, it was just so exciting to see all that stuff come Rio. And we're very, very excited to continue to work with the, um, where to bring. You know, Tan Xue. The various components attends a more Cooper container stuff as well, as well as other other capabilities that we saw in you realize orchestrator and automation. We want to bring that to our customers in an integrated fashion so that it's easy for them to deploy just easy for them to use. And so I think what you're seeing here is just the start. >> That sounds fantastic. Yeah. So all of this investment that women there were saying from from the M wear and from Delhi and see like our customers going to see the payoff immediately, like tomorrow. Or we're going to have to wait. Another wait for some of these investments and integration is to pay off. How long are we going away? >> You think a lot of this is coming to fruition already? We announced availability. Of'em were called on Dahlia emcee at B M World. So it's ready for customer to purchase today, right? If a customer wanted Thio, you know much like what I demolition at the keynote. If a customer has a data center, they want to stood up wherever they need to be taken, literally place, order and be able to get that right. So that's the benefit they can have immediately. And of course, a lot of the longer term things have been talking about by layering additional capabilities. When Project Pacific comes into for a shin, this becomes available, you know, across the veer mark Wild and tell'em see products as well. I mean, these things will all kind of continuous snowballing as we go forward. But there's immediate benefit today and they'll be ongoing benefit as we go forward, making additional investment. >> Excellent. I don't have to wait forever. >> Yes, yes, it's about instant gratification. That's the trick. Now >> what? Wonder if you could speak to kind of changing application portfolio. His customers are modernizing, Going cloud native on that, what's the impact on your platforms and what are you seeing and hearing from customers? >> You know, uh, there is obviously a lot of interest in containers, and customers are either already trying it out or having some sort of applications that her back is there or they have or they're looking at it and saying, This seems really interesting. In some ways, it seems very, very similar to what What I saw from customers five years ago when people were saying, I'm gonna move everything to the public club and, you know, sometimes you hear a little bit of I'm gonna move everything to containers. I think what we will likely see over the next few years is a little bit of rationalization, just like we saw with public and private, is that it's both. I think we will continue to see sort of traditional applications and new applications live in more off of'em centric model. And I think there will be as their new applications being built or as I squeeze package of their applications to be more container friendly. We'll see some go that way. I you know, if anything, I've learned it is One thing I've learned in the I T industry in all these years is there really isn't a one size fits all solution. We get very excited about things, >> and we're like, Oh, >> everybody's going to do this But the reality is, things balanced themselves out and into June's point as a vendor. What we want to do is we want to give our customers choice. But we know that there's no one size fits all, and we want them to choose what's right for their business and help them achieved their goals. >> So, June last question I have for you. Congratulations on the keynote yesterday way Heard way. No, a lot of the inside work and, you know, heard like the guy that swim across the English Channel like that got added to the agenda, you know, like days beforehand flew way. Understand? What happened with demos and last minute gives a little bit is to kind of the making of the team that helped put that together. You know anything that you know, you were super excited. That actually made the final stage that you might not have thought would've gotten there, >> you know, we started out was we were very ambitious, right? And we put in 15 or 16 demos into it. And as we started putting things together, time was our biggest enemy, you know? You know our friend Joe, who is, you know, running the day to show he was telling me you are 30 seconds over on this particular done, though you are 45 seconds on the other day. You give yourself credit here. I'm trying to tell the story here. So, unfortunately, we actually had to cut some demos out just because he couldn't fit into the scope of time. We want to make sure the story really comes out and the customer really understood what we're trying to show. I mean, I'm just so excited as part of the, you know, me doing the key day to keynote. I actually learned about a bunch of products I wasn't that familiar with. And so I was like, Wow, I didn't even know were doing that. And so just to see the amount of capabilities that we're bringing to bear, it's pretty astonishing and it's it's exciting. >> June, I'll say It reminds me of other cloud shows where there's so much going on so much new products getting launched that no single person can keep up with that. But thank you, June and Vern for helping our audience learn a little bit more about the areas that you're doing with >> my pleasure. >> Thank you for having us. >> Justin Warren. I'm still Minuteman back with more coverage at VM World 2019. Thank you for watching the Cube