>> Narrator: TheCUBE presents Ignite '22, brought to you by Palo Alto Networks. >> Greetings from the MGM Grand Hotel in beautiful Las Vegas. It's theCUBE Live Day two of our coverage of Palo Alto Networks, ignite 22. Lisa Martin, Dave Vellante. Dave, what can I say? This has been a great couple of days. The amount of content we have created and shared with our viewers on theCUBE is second to none. >> Well, the cloud has completely changed the way that people think about security. >> Yeah. You know at first it was like, oh, the cloud, how can that be secure? And they realized, wow actually cloud is pretty secure if we do it right. And so shared responsibility model and partnerships are critical. >> Partnerships are critical, especially as more and more organizations are multicloud by default. Right? These days we're going to be bring Google into the conversation. Josh Haslet joins us. Strategic Partnership Manager at Google. Welcome. Great to have you Josh. >> Hi Lisa, thanks for having me here. >> So you are a secret squirrel from Palo Alto Networks. Talk to me a little bit about your background and about your role at Google in terms of partnership management. >> Sure, I feel like we need to add that to my title. [Lisa] You should, secret squirrel. >> Great. Yeah, so as a matter of fact, I've been at Google for two and a half years. Prior to that, I was at Palo Alto Networks. I was managing the business development relationship with Google, and I was kind of at the inception of when the cash came in and, and decided that we needed to think about how to do security in a new way from a platform standpoint, right? And so it was exciting because when I started with the partnership, we were focusing on still securing you know, workloads in the cloud with next generation firewall. And then as we went through acquisitions the Palo Alto added it expanded the capabilities of what we could do from cloud security. And so it was very exciting, you know, to, to make sure that we could onboard with Google Cloud, take a look at how not only Palo Alto was enhancing their solutions as they built those and delivered those from Google Cloud. But then how did we help customers adopt cloud in a more easy fashion by making things, you know more tightly integrated? And so that's really been a lot of what I've been involved in, which has been exciting to see the growth of both organizations as we see customers shifting to cloud transformation. And then how do they deploy these new methodologies and tools from a security perspective to embrace this new way of working and this new way of, you know creating applications and doing digital transformation. >> Important, since work is no longer a place, it's an activity. Organizations have have to be able to cater to the distributed workforce. Of course, the, the, the workforce has to be able to access everything that they need to, but it has to be done in a secure way regardless of what kind of company you are. >> Yeah, you're right, Lisa. It's interesting. I mean, the pandemic has really changed and accelerated that transformation. I think, you know really remote working has started previous to that. And I think Nikesh called that out in the keynote too right? He, he really said that this has been ongoing for a while, but I think, you know organizations had to figure out how to scale and that was something that they weren't as prepared for. And a lot of the technology that was deployed for VPN connectivity or supporting remote work that was fixed hardware. And so cloud deployment and cloud architecture specifically with Prisma access really enabled this transformation to happen in a much faster, you know, manner. And where we've come together is how do we make sure that customers, no matter what device, what user what application you're accessing. As we take a look at ZTNA, Zero Trust Network Access 2.0, how can we come together to partner to make sure the customers have that wide range of coverage and capability? >> How, how do you how would you describe Josh Google's partner strategy generally and specifically, you know, in the world of cyber and what makes it unique and different? >> Yeah, so that's a great question. I think, you know, from Google Cloud perspective we heard TK mention this in the keynote with Nikesh. You know, we focus on on building a secure platform first and foremost, right? We want to be a trusted cloud for customers to deploy on. And so, you know, we find that as customers do one of two things, they're looking at, you know, reducing cost as they move to cloud and consolidate workloads or as they embrace innovation and look at, you know leveraging things like BigQuery for analytics and you know machine learning for the way that they want to innovate and stay ahead of the competition. They have to think about how do they secure in a new way. And so, not only do we work on how do we secure our own platform, we work with trusted partners to make sure that customers have you mentioned it earlier, Dave the shared security model, right? How do they take a look at their applications and their workloads and this new way of working as they go to CI/CD pipelines, they start thinking about DevSecOps. How do they integrate tooling that is frictionless and seamless for their, for their teams to deploy but allows them to quickly embrace that cloud transformation journey. And so, yes, partners are critical to that. The other thing is, you know we find that, you mentioned earlier, Lisa that customers are multicloud, right? That's kind of the the new normal as we look at enterprises today. And so Google Cloud's going to do a great job at securing our platform, but we need partners that can help customers deploy policy that embraces not only the things that they put in Google Cloud but as they're in their transformation journey. How that embraces the estates that are in data centers the things that are still on-prem. And really this is about making sure that the applications no matter where they are, the databases no matter where they are, and the users no matter where they are are all secure in that new framework of deploying and embracing innovation on public cloud. >> One of the things that almost everybody from Palo Alto Networks talks about is their partnering strategy their acquisition strategy integrations. And I was doing some research. There's over 50 joint integrations that Google Cloud and Palo Alto Networks. Have you talked about Zero Trust Network Access 2.0 that was announced yesterday. >> Correct. >> Give us a flavor of what that is and what does it deliver that 1.0 did not? >> Well, great. And what I'd like to do is touch a little bit on those 50 integrations because it's been, you know, a a building rolling thunder, shall we say as far as how have we taken a look at customers embracing the cloud. The first thing was we took a look at at how do we make sure that Palo Alto solutions are easier for customers to deploy and to orchestrate in Google Cloud making their journey to embracing cloud seamless and easy. The second thing was how could we make that deployment and the infrastructure even more easy to adopt by doing first party integrations? So earlier this year we announced cloud IDS intrusion detection system where we actually have first party directly in our console of customers being able to simply select, they want to turn on inspection of the traffic that's running on Google Cloud and it leverages the threat detection capability from Palo Alto Networks. So we've gone from third party integration alone to first party integration. And that really takes us to, you know, the direction of what we're seeing customers need to embrace now which is, this is your Zero Trusts strategy and Zero Trust 2.0 helps customers do a number of things. The first is, you know, we don't want to just verify a user and their access into the environment once. It needs to be continuous inspection, right? Cause their state could change. I think, you know, the, the teams we're talking about some really good ways of addressing, you know for instance, TSA checkpoints, right? And how does that experience look? We need to make sure that we're constantly evaluating that user's access into the environment and then we need to make sure that the content that's being accessed or, you know, loaded into the environment is inspected. So we need continuous content inspection. And that's where our partnership really comes together very well, is not only can we take care of any app any device, any user, and especially as we take a look at you know, embracing contractor like use cases for instance where we have managed devices and unmanaged devices we bring together beyond Corp and Prisma access to take a look at how can we make sure any device, any user any application is secure throughout. And then we've got content inspection of how that ZTNA 2.0 experience looks like. >> Josh, that threat data that you just talked about. >> Yeah. >> Who has access to that? Is it available to any partner, any customer, how... it seems like there's gold in them, NAR hills, so. >> There is. But, this could be gold going both ways. So how, how do you adjudicate and, how do you make sure that first of all that that data's accessible for, for good and not in how do you protect it against, you know, wrong use? >> Well, this is one of the great things about partnering with Palo Alto because technically the the threat intelligence is coming from their ingestion of malware, known threats, and unknown threats right into their technology. Wildfire, for instance, is a tremendous example of this where unit 42 does, you know, analysis on unknown threats based upon what Nikesh said on stage. They've taken their I think he said 27 days to identification and remediation down to less than a minute, right? So they've been able to take the intelligence of what they ingest from all of their existing customers the unknown vulnerabilities that are identified quickly assessing what those look like, and then pushing out information to the rest of their customers so that they can remediate and protect against those threats. So we get this shared intelligence from the way that Palo Alto leverages that capability and we've brought that natively into Google Cloud with cloud intrusion detection. >> So, okay, so I'm, I'm I dunno why I have high frequency trading in my mind cause it used to be, you know, like the norm was, oh it's going to take a year to identify an intrusion. And, and, and now it's down to, you know take was down to 27 days. Now it's down to a minute. Now it's not. That's best practice. And I'm, again, I'm thinking high frequency trading how do I beat the speed of light? And that's kind of where we're headed, right? >> Right. >> And so that's why he said one minute's not enough. We have to keep going. >> That's right. >> So guys got your best people working on that? >> Well, as a matter of fact, so Palo Alto Networks, you know when we take a look at what Nikesh said from stage, he talked about using machine learning and AI to get ahead of what we what they look at as far as predictability not only about behaviors in the environment so things that are not necessarily known threats but things that aren't behaving properly in the environment. And you can start to detect based on that. The second piece of it then is a lot of that technology is built on Google Cloud. So we're leveraging, their leveraging the capabilities that come together with you know, aggregation of, of logs the file stitching across the entire environment from the endpoint through to cloud operations the things that they detect for network content inspection putting all those files together to understand, you know where has the threat vector entered how has it gone lateral inside the environment? And then how do you make sure that you remediate all of those points of intrusion. And so yeah it's been exciting to see how our product teams have worked together to continue to advance the capabilities for speed for customers. >> And secure speed is critical. We had the opportunity this morning to speak with Lee Claridge, the chief product officer, and you know one of the things that I had heard about Lee is that despite all of the challenges in cybersecurity and the amorphous expansion of the threat network and the sophistication of the adversaries he's really optimistic about what it's going to enable organizations to do. I see you smiling. Do you share that optimism? >> I, I do. I think, you know, when you bring, when you bring leaders together to tackle big problems, I think, you know we've got the right teams working on the right things and we understand the problems that the customers are facing. And so, you know, from a a Google cloud perspective we understand that partnering with Palo Alto Networks helps to make sure that that optimism continues. You know, we work on continuous innovation when it comes to Google Cloud security framework, but then partnering with Palo Alto brings additional capabilities to the table. >> Vision for the, for the partnership. Where do you want to see it go? What's... we're two to five years down the road, what's it look like? Maybe two to three years. Let's go. >> Well, it was interesting. I, I think neer was the one that mentioned on stage about, you know how AI is going to start replacing us in our main jobs, right? I I think there's a lot of truth to that. I think as we look forward, we see that our teams are going to continue to help with automation remediation and we're going to have the humans working on things that are more interesting and important. And so that's an exciting place to go because today the reality is that we are understaffed in cybersecurity across the industry and we just can't hire enough people to make sure that we can detect, remediate and secure, you know every user endpoint and environment out there. So it's exciting to see that we've got a capability to move in a direction to where we can make sure that we get ahead of the threat actors. >> Yeah. So he said within five years your SOC will be AI based and and basically he elaborated saying there's a lot of stuff that you're doing today that you're not going to be doing tomorrow. >> That's true. >> And that's going to continue to be a moving target I would think Google is probably ahead in that game and ahead of most, right? I mean, you guys were there early. I mean, I remember when Hadoop was all the rage like just at the beginning you guys like, yeah, you know Google's like, no, no, no, we're not doing Hadoop anymore. That's like old news. So you tended to be, I don't know, at least five maybe seven years ahead of the industry. So I imagine you using a lot of those AI techniques in your own business today. >> Absolutely. I mean, I think you see it in our consumer products, and you certainly see it in the the capabilities we make available to enterprise as far as how they can innovate on our cloud. And we want to make sure that we continue to provide those capabilities, you know not only for the tools that we build but the tools that customers use. >> What's the, as we kind of get towards the end of our conversation here, we we talk about zero trust as, as a journey, as an approach. It's not a product, it's not a tool. What is the, who's involved in the zero trust journey from the customers perspective? Is this solely with the CSO, CSO, CIOs or is this at the CEO level going, we have to be a data company but we have to be a secure data company 24/7. >> It's interesting as you've seen malware, phishing, ransomware attacks. >> Yeah. >> This is not only just a CSO CIO conversation it's a board level conversation. And so, you know the way to address this new way of working where we have very distributed environments where you can't create a perimeter anymore. You need to strategize with zero trust. And so continuously, when we're talking to customers we're hearing that as a main initiative, you know from the CIO's office and from the board level. >> Got it, last question. The upgrade path for existing customers from 1., ZTNA 1.0 to 2.0. How simple is that? >> It's easy. You know, when we take- >> Is there an easy button? >> So here's the great thing [Dave] If you're feeling lucky. [Lisa] Yeah. (group laughs) >> Well, Palo Alto, right? Billing prisma access has really taken what was traditional security that was an on-prem or a data center deployed strategy to cloud-based. And so we've worked with customers like Princeton University who had to quickly transition from in-person learning to distance learning find a way to ramp their staff their faculty and their students. And we were able to, you know Palo Alto deploy it on Google Cloud's, you know network that solution in very quick order and had those, you know, everybody back up and running. So deployment and upgrade path is, is simple when you look at cloud deployed architectures to address zero trusts network. >> That's awesome. Some of those, some of those use cases that came out of the pandemic were mind blowing but also really set the table for other organizations to go, yes, this can be done. And it doesn't have to take forever because frankly where security is concerned, we don't have time. >> That's right. And it's so much faster than traditional architectures where you had to procure hardware. >> Yeah. >> Deploy it, configure it, and then, you know push agents out to all the endpoints and and get your users provisioned. In this case, we're talking about cloud delivered, right? So I've seen, you know, with Palo Alto deploying for customers that run on Google Cloud they've deployed tens of thousands of users in a very short order. You know, we're talking It was, it's not months anymore. It's not weeks anymore. It's days >> Has to be days. Josh, it's been such a pleasure having you on the program. Thank you for stopping by and talking with Dave and me about Google Cloud, Palo Alto Networks in in addition to secret squirrel. I feel like when you were describing your background that you're like the love child of Palo Alto Networks and Google Cloud, you might put that on your cartoon. >> That is a huge compliment. I really appreciate that, Lisa, thank you so much. >> Thanks so much, Josh. [Josh] It's been a pleasure being here with you. [Dave] Thank you >> Oh, likewise. For Josh Haslett and Dave, I'm Lisa Martin. You're watching theCUBE, the leader in live coverage for emerging and enterprise tech. (upbeat outro music)

(upbeat music) >> Welcome back, everyone, to theCUBE's coverage of VMware Explore 2022, formerly Vmworld. We've been covering this event since 2010. I'm with Dave Nicholson, my cohost. We've got two sets here, live for three days, breaking down all the action, what's going on in the news, what announcements, what are the partners doing, you got the VMware execs, you got the customers, and you got the partner ecosystem, which is booming. We got Darren Wolner, Senior Director of Product Management at Lumen, SASE and SD-WAN, in the midst of it all. The internet is SD-WAN, this is all rocking. Welcome to theCUBE. Thanks for coming on. >> Hey. Thanks for having me, guys. I really appreciate being here. >> Well, we know the name change LUMEN from CenturyLink. You guys have been on many times on theCUBE talking about, you know, the connective tissue. You got infrastructure, platform, now SASE. Cloud's changing. We're calling it supercloud. Some people call it multicloud. But the game is still the same. You got an on-premise environment, you got edge, could be a building. And you got now cloud-native hyperscale, cloud players, now all connecting, kind of like the old branch office days, connect here. So a lot of the same kind of concepts, but done differently. Give us the quick update from Lumen. What are you guys seeing? What are some of the big trends? >> So the quick update from Lumen is that we just launched a new service called SASE that we're extremely excited about. And this new service from Lumen takes advantage of a lot of the infrastructure that you just mentioned. So we're able to take advantage of our cloud edge 60 plus nodes to help customers move their applications closer to where they're doing business. Major performance boosts. So even though all these customers want to move the workloads to the cloud to improve their efficiency, improve their performance, we are acting quickly to make sure that that experience is a positive one. So as things are evolving and changing, so is Lumen, Aad we're pushing towards that evolution to technology. >> Take a minute to explain, just kind of set the table to the situation of how you guys relate to your customers. You mentioned SASE, which is a service I want to get into. Okay, got connectivity. What are some of the use cases? Where does SASE fit in? What is the use case with the customers? Where are you seeing the most traction? >> And you need to define SASE. It's always a party foul to use an acronym without defining it immediately after the first time you used it, so. >> Okay, so I have to recover from that foul. So, absolutely. So SASE, we view SASE as a convergence of network and security. And what we're doing with SASE is that we're delivering this package of services that are cloud based, that customers can pick and choose whichever ones they want. And that's Secure Access Service Edge. And that is what we're very excited to talk about. >> I mean, basically it's connectivity, it's application security, it's edge. So it's end-to-end. So we all get the acronym. Nice play there. But when reality comes to the customer, what is the use case that you guys are seeing the most on? Lift and shift I get. Is it lift and shift and then cloud native to on-prem? What is some of the things specifically that you guys are selling into? >> Specifically what we're seeing is we're seeing that customers, they want to evolve their networks and move to cloud environments, but not everybody's ready to do it all at the same time. That's part of the reason why SASE has become so popular right now. Because we're enabling customers to pick and choose the order in which they want to move to cloud enabled services, and we're allowing them to choose one or choose them all. And from a use case perspective, as we've just gone through COVID, and everybody knows work from home has become extremely important way of doing business, and that we want to give that flexibility. >> No one would've forecasted 100% work-from-home, VPN, move it under provisioned. (men laughing) So again, shock to the system. >> It is, it is, it is. It was, but with a solution like this, we're able to provide our customers with flexibility to run their businesses any way they want. They to be premise-based, we can support them. They want to be remote, we can support them. That is a huge use case right now. >> I mean, all joking aside, the forcing function, necessity's the mother of invention, and the pandemic really kind of changed the game. How do you guys see security evolving? Because as you look at the security, you got FourNet out there. I know you guys have a relationship with them. You got VMware. There's a lot of different tools and platforms emerging. We hear every CSO we talk to is like, hey, I want to take my 35 tools down to 24, and more platforms, and much more defensibility, not just point security. How do you discuss that with customers around the security conversation? >> So we're finding that our customers want a little bit more simplicity. You had mentioned that they want to bring down their numbers to something that's a little bit more manageable. With the service that we've just launched, we have single vendor solutions, and we're looking to simplify that path for the customer. And it's about simplicity, but it's also about optionality. We want to make sure that we can say yes to our customers. And whatever path that they want to go to, from a software perspective, we're able to support them. And the flexibility of our platform allows that to happen. >> You know, networking, Dave, we always talk about the three major pillars: networking, compute, storage. They never go away. >> No. >> They'll always be around. Networking is now front and center, especially with the abstractions going on. You're starting to see supercloud discussions. You see companies buying more cloud native, like with AWS, to take that CapEx off, but now are putting all that energy into modern application development. Which now puts pressure on, okay, well about network policies? So networking is into the fold again. It's always been there, it never left, but it's becoming different. How do you see the different conversations happening with the network component, with cloud native trend that we're seeing here? >> Well, I think the network component is really table stakes. And what's happening is, as everybody is interested in moving to the cloud, services are becoming instant, right? Digitized. But you have the network that customers are still looking for that level of support from a company like Lumen, and they know that we have a vast infrastructure. So the network conversation doesn't go away. It just evolves. What's happening is customers want to understand how they can better secure those networks. And then what's also happening is people want to use any device, anywhere, anytime. So the conversation about the network is important, but when you think about security, it's starting to move away from the network. It already has. >> There's no more perimeter. >> Exactly. So we need to be able to secure our customers wherever they are, however they want to use their devices. And for us, that path was SASE. >> So go into a little more depth in terms of how this is deployed. What is this thing that is SASE? >> Absolutely. >> Is this software living on the edge on people's servers? Does it include some sort of physical components and wizardry? >> Well... (laughs) >> Peel back-- >> Is it self-service? Is it installable? Does it need professional services? >> So, there is a little bit of wizardry. And what we put together is really an awesome digital platform where customers have the ability to go into the Lumen marketplace, and in five simple steps, purchase a SASE solution based on a few discreet choices that they need to make. And once they've provisioned that, once they've purchased that service, now they have those entitlements. We've created an all new application from the ground up called the Lumen SASE Manager where they're able to go in, take their entitlements, design, build, manage their network. So the customer can go through this journey, and it's relatively quick. And they have tons of flexibility to do that. However, if a customer prefers a seller-led journey, we're still going to help them do that as well. So really the spirit of SASE for us was to give ultimate flexibility to the customer. Consume exactly what you want, consume it the way you want to, but the simplicity factor with our digital approach I think is something that we feel is pretty game changing. >> So when one of those customers, let's say you have a campaign, thank you SASE. What are those customers thanking you for? Give me an example of what a delighted customer would point to as, "I'm really glad we made the decision to do this with Lumen." Why would they be happy? >> Why would they be happy? Because the advantage of doing this with Lumen is not only that simplified digital approach, but we're selling them essentially a cookie, right? And that cookie has two layers, and it has cream filling. And what's going on is-- >> Tastes great. >> Definitely, definitely. But everybody has different tastes, and we'll get to that in a second. But the top layer is the infrastructure that Lumen provides. And we have a vast infrastructure, 450,000 route miles of fiber, 60 plus cloud edge nodes to bring compute closer to the customer. So that's a very important layer that we're providing. And then the other layer of the cookie is the management. Different customers have different needs. Not every business looks alike. So you're going to have some businesses who have invested in their security apparatus, and they may not need enough as much help from us. So we're offering customers different levels of managed service wrapper so they can buy exactly what they need, no more, no less. So let's get to the cream filling. Everybody likes the cream filling, but not everybody likes the same kind. Every time you go down the supermarket aisle and you look at your favorite cream cookie, there's different types of flavors that are introduced from time to time. So what we want to do is to be able to say yes to our customers and give them as much variety as the cream flavors as possible. And that's where the software comes in. If you have dedicated a lot of expertise to a certain platform, we want to be able to support that software platform. And I think the flexibility of the Lumen platform and the flexibility of Lumen SASE solutions allows us to give that flexibility back. >> So you putting that wizardry at the edge, so the customer's environment, whatever they have flexes with the connectivity? >> It does, yes. >> That's what you're getting at. I mean, at the end of the day, we need the network. Everybody wants more bandwidth. >> Its not going away. >> Faster, faster, faster. >> That's right. >> We need more bandwidth. >> That's right. >> But it could be smarter. But that also implements some potential overhead. So you got to understand the end to end. That's where I think the SD-WAN interesting tie-in comes in. How do you talk to customers about that piece? Is it simply you can have your cake and eat it too, and you lose weight with Lumen? I stole that line from Victoria from VMware. I want my cake and eat it too, and I want to lose weight. >> I mean, wouldn't that be a wonderful world if we could do that? Have our cake and lose weight. >> I want to make sure. Yeah. >> But when it comes to SD-WAN, especially under our SASE umbrella, what we're looking to do is go down the road of simplicity and try to work out the amount of compute that a customer needs, and the amount of storage, I'm sorry, not storage, the amount of throughput that a customer needs. And we're getting these customers to make these decisions. They know what they have. They know what they want to run. We will consult with them. Whether they go through our digital experience, whether they go through our seller-led experience, there's always off ramps and a way to talk to a human being and make choices. So we're giving the customer enough information to make an informed decision, and we're here to support them if they need more. >> So you're customer-centric. You guys are good there. I mean, that's solid. Great track record there. I guess my final two questions are: one, how do I consume? I'm the customer. How do I consume? And what's on the roadmap going forward? I mean, look at the project management. You got the keys to the kingdom on the roadmap. And you can share if you want, but maybe you can't share some things. But what's the consumption model? Where do I find it? Is it the marketplace? Is it through channel partners and service providers? And then what's on the roadmap? >> Sure, absolutely. So you can consume this on dotcom through the Lumen marketplace. You could interact with the learn and the buy experience. And then once you've gone through that experience, you're going to consume it through the SASE manager. That's how you're going to use and interact with the service. That's how you're going to consume it. And then you're going to continue to utilize the SASE manager for reporting, access to portals, so forth and so on. You need to make a change to your service, not a problem. It's simple. You go back into the SASE manager, you add more seats to your ZTNA solution. You want to add another site, you go back into the SASE manager, you could purchase another site. We'll take care of all of it. Everything is automated. >> If you're a VMware customer, what's in it for them? >> This is great for VMware. It's the automation of the complete security stack. It's the automation of the SD-WAN portion. And we think that this total package is something that's going to be very appealing to VMware fans, VMware customers, and most importantly, when a VMware customer comes to us and says, "I have a ton of experience with VMware, and I don't want to move away from it, but I can really use the management and the infrastructure that you guys have," I'm able to say yes. >> And then you got the Aria coming out, now you got the cross-cloud, going to be very interesting. Okay, what's on the roadmap? Tell us what's the secret sauce. Reveal some secrets. >> Reveal some secrets. I dunno, there's a lot of people watching. >> They're shaking their head over there, "Don't say it! Don't say it!" (laughs) >> We have a lot of exciting things on the roadmap. I will tell you this because I think it's very important. The way we are developing services today has shifted. No longer can companies afford to roll out one product a year and wait. It takes you a year to roll that product out, and it's stale by the time it comes out, and then it takes you another year to fix it. We have moved to continuous development cycles. We are keeping track of what's going on in the market, what the hot trends are, what the hot services are, and as SASE continues to evolve, we will be able to quickly evolve. So while we do have some ideas of where we want to go on the roadmap, and I'm sure they're shaking their heads over there, what I love is we now have the ability to listen to what our customers want and act quickly. >> I call it the holy trinity. Network storage, compute, get that software intelligence at the edge which is going to be really popular. You guys are in a really perfect position. Thanks for coming on, sharing on theCUBE. >> Thank you so much, thank you. >> Okay, Darren's here on theCUBE breaking it down for Lumen, formerly CenturyLink, rebranded a few years ago. Connectivity is the key. You still got to connect, network, compute, storage, and you got the data center now, the cloud hybrid, now multicloud. This is the super CUBE, covering supercloud here at VMware Explore 2022. We'll be right back after this short break. (upbeat music)

>> From theCUBE studios in Palo Alto and Boston, bringing you data-driven insights from theCUBE in ETR. This is Breaking Analysis with Dave Vellante. >> Every CEO is figuring out the right balance for new hybrid business models. Now, regardless of the chosen approach, which is going to vary, technology executives, they understand they have to accelerate their digital and build resilience as well as optionality into their platforms. Now, this is driving a dramatic shift in IT investments. And at the macro level, we expect total spending to increase at as much as 8% or even more in 2021, compared to last year's contraction. Investments in cybersecurity, cloud collaboration that are enabling hybrid work as well as data, including analytics, AI, and automation are at the top of the spending priorities for CXOs. Hello everyone. And welcome to this week's Wiki Bond Cube insights, powered by ETR. In this Breaking Analysis, we're pleased to welcome back Erik Bradley, who is the chief engagement strategist at our partner, ETR. Now in this segment, we're going to share some of the latest findings from ETR's surveys and provide our commentary on what it means for the markets, for sellers, and for buyers. Erik, great to see you, my friend. Welcome back to Breaking Analysis. >> Thank you for having me, always enjoy it. We've got some fresh data to talk about on this beautiful summer Friday, so I'm ready to go. >> All right. I'm excited too. Okay, last year we saw a contraction in IT spending by at least 5%. And now we're seeing a snapback to, as I said, at least 8% growth relative to last year. You got to go back to 2007 just before the financial crisis to see this type of top line growth. The shift to hybrid work, it's exposed us to new insidious security threats. And we're going to discuss that in a lot more detail. Cloud migration of course picked up dramatically last year, and based on the recent earnings results of the big cloud players, for now we got two quarters of data, that trend continues as organizations are accelerating their digital platform build-outs, and this is bringing a lot of complexity and a greater need for so-called observability solutions, which Erik is going to talk about extensively later on in this segment. Data, we think is entering a new era of de-centralization. We see organizations not only focused on analytics and insights, but actually creating data products. Leading technology organizations like JP Morgan, they're heavily leaning into this trend toward packaging and monetizing data products. And finally, as part of the digital transformation trend, we see no slow down in spending momentum for AI and automation, generally in RPA specifically. Erik, anything you want to add to that top level narrative? >> Yeah, there's a lot to take on the macro takeaways. The first thing I want to state is that that 8, 8.5% number that started off at just 3 to 4% beginning of the year. So as the year has continued, we are just seeing this trend in budgets continue to accelerate, and we don't have any reason to believe that's going to stop. So I think we're going to just keep moving on heading into 2021. And we're going to see a banner year of spend this year and probably next as well. >> All right, now we're going to bring up a chart that shows kind of that progression here of spending momentum. So Erik, I'm going to let you comment on this chart that tracks those projections over time. >> Erik: Yeah. Great. So thank you very much for pulling this up. As you can see in the beginning part of the year, when we asked people, "What do you plan to spend throughout 2021?" They were saying it would be about a 4% increase. Which we were happy with because as you said last year, it was all negative. That continues to accelerate and is only hyper accelerating now as we head into the back half of the year. In addition, after we do this data, I always host a panel of IT end users to kind of get their feedback on what we collected, to a man, every one of them expects continued increase throughout next year. There are some concerns and uncertainty about what we're seeing right now with COVID, but even with that, they're planning their budgets now for 2022 and they're planning for even further increases going forward. >> Dave: Great, thank you. So we circled that 8%. That's really kind of where we thought it was going to land. And so we're happy with that number, but let's take a look at where the action is by technology sector. This chart that we're showing you here, it tracks spending priorities back to last September. When I believe that was the point, Erik, that cyber became the top priority in the survey, ahead of cloud collaboration, analytics, and data, and the other sectors that you see there. Now, Erik, we should explain. These areas, they're the top seven, and they outrank all the other sectors. ETR tracks many, many other sectors, but please weigh in here and share your thoughts on this data. >> Erik: Yeah. Security, security, security. It hasn't changed. It had really hasn't. The hybrid work. The fact that you're behind the firewall one day and then you're outside working from home the next, switching in and out of networks. This is just a field day for bad actors. And we have no choice right now, but to continue to spend, because as you're going to talk about in a minute, hybrid's here to stay. So we have to figure out a way to secure behind the firewall on-prem. We also have to secure our employees and our assets that are not in the office. So it is a main priority. One of the things that point out on this chart, I had a couple of ITN users talk to me about customer experience and automation really need to move from the right part of that chart to the left. So they're seeing more in what you were talking about in RPA and automation, starting to creep up heading into next year. As cloud migration matures, as you know, cybersecurity spending has been ramping up. People are going to see a little bit more on the analytics and a little bit more on the automation side going forward. >> Dave: Great. Now, this next data view- well, first of all, one of the great things about the ETR dataset is that you can ask key questions and get a time series. And I will tell you again, I go back to last March, ETR hit it. They were the first on the work from home trend. And so if you were on that trend, you were able to anticipate it. And a lot of investors I think took advantage of that. Now, but we've shown this before, but there's new data points that we want to introduce. So the data tracks how CIOs and IT buyers have responded to the pandemic since last March. Still 70% of the organizations have employees working remotely, but 39% now have employees fully returning to the office and Erik, the rest of the metrics all point toward positives for IT spending, although accelerating IT deployments there at the right peaked last year, as people realized they had to invest in the future. Your thoughts? >> Erik: Yeah, this is the slide for optimism, without a doubt. Of the entire macro survey we did, this is the most optimistic slide. It's great for overall business. It's great for business travel. This is well beyond just IT. Hiring is up. I've had some people tell me that they possibly can't hire enough people right now. They had to furlough employees, they had to stop projects, and they want to re accelerate those now. But talent is very hard to find. Another point to you about your automation and RPA, another underlying trend for there. The one thing I did want to talk about here is the hybrid workplace, but I believe there's another slide on it. So just to recap on this extremely optimistic, we're seeing a lot of hiring. We're seeing increased spending, and I do believe that that's going to continue. >> Yeah I'm glad you brought that up because a session that you and I did a while ago, we pointed out, it was earlier this year, that the skill shortage is one potential risk to our positive scenario. We'll keep an eye on that, but so I want to show another set of data that we've showed previously, but ETR again, has added some new questions in here. So note here that 60% of employees still work remotely with 33% in a hybrid model currently, and the CIO's expect that to land on about 42% hybrid workforce with around 30% working remotely, which is around, it's been consistent by the way on your surveys, but that's about double the historic norm, Eric. >> Erik: Yeah, and even further to your point Dave, recently I did a panel asking people to give me some feedback on this. And three of those four experts basically said to me, if we had greed run this survey right now, that even more people would be saying remote. That they believe that that number, that's saying they're expecting that number of people to be back in office, is actually too optimistic. They're actually saying that maybe if we had- cause as a survey launched about six, seven weeks ago before this little blip on the radar, before the little COVID hiccup we're seeing now, and they're telling me that they believe if we reran this now that it would be even more remote work, even more hybrid and less returned to the office. So that's just an update I wanted to offer on this slide. >> Dave: Yeah. Thank you for that. I mean, we're still in this kind of day to day, week to week, month to month mode, but I want to do a little double click on this. We're not going to share this data, but there was so much ETR data. We got to be selective. But if you double click on the hybrid models, you'll see that 50% of organizations plan to have time roughly equally split between onsite and remote with again around 30 or 31% mostly remote, with onsite space available if they need it. And Erik, very few don't plan to have some type of hybrid model, at least. >> Yeah, I think it was less than 10% that said it was going to be exclusively onsite. And again, that was a more optimistic scenario six, seven weeks ago than we're seeing right now throughout the country. So I agree with you, hybrid is here to stay. There really is no doubt about it. from everyone I speak to when, you know, I basically make a living talking to IT end users. Hybrid is here to stay. They're planning for it. And that's really the drive behind the spending because you have to support both. You have to give people the option. You have to, from an IT perspective, you also have to support both, right? So if somebody is in office, I need the support staff to be in office. Plus I need them to be able to remote in and fix something from home. So they're spending on both fronts right now. >> Okay. Let's get into some of the vendor performance data. And I want to start with the cloud hyperscalers. It's something that we followed pretty closely. I got some Wiki bond data, that we just had earnings released. So here's data that shows the Q2 revenue shares on the left-hand side in the pie and the growth rates for the big four cloud players on the right hand side. It goes back to Q1 2019. Now the first thing I want to say is these players generated just under $39 billion in the quarter with AWS capturing 50% of that number. I said 39, it was 29 billion, sorry, with AWS capturing 50% of that in the quarter. As you're still tracking around a third in Alibaba and GCP in the, you know, eight or 9% range. But what's most interesting to me, Erik, is that AWS, which generated almost 15 billion in the quarter, was the only player to grow its revenue, both sequentially and year over year. And Erik, I think the street is missing the real story here on Amazon. Amazon announced earnings on Thursday night. The company had a 2% miss on the top line revenues and a meaningful 22% beat on earnings per share. So the retail side of the business missed its revenue targets, so that's why everybody's freaked out. But AWS, the cloud side, saw a 4% revenue beat. So the stock was off more than 70% after hours and into Friday. Now to me, a mix shift toward AWS, that's great news for investors. Now, tepid guidance is a negative, but the shift to a more profitable cloud business is a huge positive. >> Yeah, there's a lot that goes into stock price, right? I remember I was a director of research back in the day. One of my analysts said to me, "Am I crazy for putting a $1,000 target on Amazon?" And I laughed and I said, "No, you're crazy if you don't make it $2,000." (both chuckling) So, you know, at that time it was basically the mix shift towards AWS. You're a thousand percent right. I think the tough year over year comps had something to do with that reaction. That, you know, it's just getting really hard. What's that? The law of large numbers, right? It's really hard to grow at that percentage rate when you're getting this big. But from our data perspective, we're seeing no slowdown in AWS, in cloud, none whatsoever. The only slowdown we're seeing in cloud is GCP. But to, you know, to focus on AWS, extremely strong across the board and not only just in cloud, but in all their data products as well, data and analytics. >> Yeah and I think that the AWS, don't forget folks, that funds Amazon's TAM expansion into so many different places. Okay. As we said at the top, the world of digital and hybrid work, and multi-cloud, it's more complicated than it used to be. And that means if you need to resolve issues, which everybody does, like poor application performance, et cetera, what's happening at the user level, you have to have a better way to sort of see what's going on. And that's what the emergence of the observability space is all about. So Erik, let me set this up and you have a lot of comments here because you've recently had some, and you always have had a lot of round table discussions with CXOs on this topic. So this chart plots net score or spending momentum on the vertical axis, and market share or pervasiveness in the dataset on the horizontal axis. And we inserted a table that shows the data points in detail. Now that red dotted line is just sort of Dave Vellante's subjective mark in the sand for elevated spending levels. And there are three other points here. One is Splunk as well off is two-year peak, as highlighted in the red, but Signal FX, which Splunk acquired, has made a big move northward this last quarter. As has Datadog. So Erik, what can you share with us on this hot, but increasingly crowded space? >> Yeah. I could talk about the space for a long time. As you know, I've gotten some flack over the last year and a half about, you know, kind of pointing out this trend, this negative trend in Splunk. So I do want to be the first one to say that this data set is rebounding. Splunk has been horrific in our data for going back almost two years now, straight downward trend. This is the first time we're seeing any increase, any positivity there. So I do want to be fair and state that because I've been accused of being a little too negative on Splunk in the past. But I would basically say for observability right now, it's a rising tide lifts all boats, if I can use a New England phrase. The data across the board in analytics for these observability players is up, is accelerating. None more so than Datadog. And it's exactly your point, David. The complexity, the increased cloud migration is a perfect setup for Datadog, which is a cloud native. It focuses on microservices. It focuses on cloud observability. Old Splunk was just application monitoring. Don't get me wrong, they're changing, but they were on-prem application monitoring, first and foremost. Datadog came out as cloud native. They, you know, do microservices. This is just a perfect setup for them. And not only is Datadog leading the observability, it's leading the entire analytics sector, all of it. Not just the observability niche. So without a doubt, that is the strongest that we're seeing. It's leading Dynatrace new Relic. The only one that really isn't rebounding is Cisco App Dynamics. That's getting the dreaded legacy word really attached to it. But this space is really on fire, elastic as well, really doing well in this space. New Relic has shown a little bit of improvement as well. And what I heard when I asked my panelists about this, is that because of the maturity of cloud migration, that this observability has to grow. Spending on this has to happen. So they all say the chart looks right. And it's really just about the digital transformation maturity. So that's largely what they think is happening here. And they don't really see it getting, you know, changing anytime soon. >> Yeah, and I would add, and you see that it's getting crowded. You saw a service now acquired LightStep, and they want to get into the game. You mentioned, you know, last deck of the elk stack is, you know, the open source alternative, but then we see a company who's raised a fair amount of money, startup, chaos search, coming in, going after kind of the complexity of the elk stack. You've got honeycomb, which has got a really innovative approach, Jeremy Burton's company observes. So you have venture capital coming in. So we'll see if those guys could be disruptive enough or are they, you know, candidates to get acquired? We'll see how that all- you know that well. The M and A space. You think this space is ripe for M and A? >> I think it's ripe for consolidation, M and A. Something has to shake out. There's no doubt. I do believe that all of these can be standalone. So we shall see what's happened to, you mentioned the Splunk acquisition of Signal FX, just a house cleaning point. That was really nice acceleration by Signal FX, but it was only 20 citations. We'd looked into this a little bit deeper. Our data scientists did. It appears as if the majority of people are just signaling spunk and not FX separately. So moving forward for our data set, we're going to combine those two, so we don't have those anomalies going forward. But that type of acquisition does show what we should expect to see more of in this group going forward. >> Well that's I want to mention. That's one of the challenges that any data company has, and you guys do a great job of it. You're constantly having to reevaluate. There's so much M and A going on in the industry. You've got to pick the right spots in terms of when to consolidate. There's some big, you know, Dell and EMC, for example. You know, you've beautifully worked through that transition. You're seeing, you know, open shift and red hat with IBM. You just got to be flexible. And that's where it's valuable to be able to have a pipeline to guys like Erik, to sort of squint through that. So thank you for that clarification. >> Thank you too, because having a resource like you with industry knowledge really helps us navigate some of those as well for everyone out there. So that's a lot to do with you do Dave, >> Thank you. It's going to be interesting to watch Splunk. Doug Merritt's made some, you know, management changes, not the least of which is bringing in Teresa Carlson to run go to market. So if you know, I'd be interested if they are hitting, bouncing off the bottom and rising up again. They have a great customer base. Okay. Let's look at some of the same dimensions. Go ahead. You got a comment? >> A few of ETR's clients looked at our data and then put a billion dollar investment into it too. So obviously I agree. (Dave laughing) Splunk is looking like it's set for a rebound, and it's definitely something to watch, I agree. >> Not to rat hole in this, but I got to say. When I look back, cause theCUBE gives us kind of early visibility. So companies with momentum and you talk to the customers that all these shows that we go to. I will tell you that three companies stood out last decade. It was Splunk. It was Service Now and Tableau. And you could tell just from just discussions with their customers, the enthusiasm in that customer base. And so that's a real asset, and that helps them build them a moat. So we'll see. All right, let's take a look at the same dimensions now for cyber. This is cybersecurity net score in the vertical, and market share in the horizontal. And I filtered by in greater than a hundred shared in because just gets so crowded. Erik, the only things I would point out here is CrowdStrike and Zscaler continue to shine, CyberArk also showing momentum over that 40% line. Very impressively, Palo Alto networks, which has a big presence in the market. They've bounced back. We predicted that a while back. Your round table suggested people like working with Palo Alto. They're a gold standard. You know, we had reported earlier on that divergence with four to net in terms of valuation and some of the challenges they had in cloud, clearly, you know, back with the momentum. And of course, Microsoft in the upper, right. It's just, they're literally off the charts and obviously a major player here, but your thoughts on cyber? >> Erik: Yeah. Going back to the backdrop. Security, security, security. It has been the number one priority going back to last September. No one sees it changing. It has to happen. The threat vectors are actually expanding and we have no choice but to spend here. So it is not surprising to see. You did name our three favorite names. So as you know, we look at the dataset, we see which ones have the most positive inflections, and we put outlooks on those. And you did mention Zscaler, Okta and CrowdStrike, by far the three standouts that we're seeing. I just recently did a huge panel on Okta talking about their acquisition of Auth Zero. They're pushed into Sale Point space, trying to move just from single sign on and MFA to going to really privileged account management. There is some hurdles there. Really Okta's ability to do this on-prem is something that a little bit of the IT end users are concerned about. But what we're seeing right now, both Okta and Auth Zero are two of the main adopted names in security. They look incredibly well set up. Zscaler as well. With the ZTNA push more towards zero trust, Zscaler came out so hot in their IPO. And everyone was wondering if it was going to trail off just like Snowflake. It's not trailing off. This thing just keeps going up into the right, up into the right. The data supports a lot of tremendous growth for the three names that you just mentioned. >> Yeah. Yeah. I'm glad you brought up Auth Zero. We had reported on that earlier. I just feel like that was a great acquisition. You had Okta doing the belly to belly enterprise, you know, selling. And the one thing that they really lacked was that developer momentum. And that's what Auth Zero brings. Just a smart move by Todd McKinnon and company. And I mean, so this, you know, I want to, I want to pull up another chart show a quick snapshot of some of the players in the survey who show momentum and have you comment on this. We haven't mentioned Snowflake so far, but they remain again with like this gold standard of net score, they've consistently had those high marks with regard to spending velocity. But here's some other data. Erik, how should we interpret this? >> Erik: Yeah, just to harp on Snowflake for a second. Right, I mean the rich get richer. They came out- IPO was so hyped, so it was hard for us as a research company to say, "Oh, you know, well, you know, we agree." But we did. The data is incredible. You can't beat the management team. You can't beat what they're doing. They've got so much cash. I can't wait to see what they do with it. And meanwhile, you would expect something that debuted with that high of a net score, that high of spending velocity to trail off. It would be natural. It's not Dave, it's still accelerating. It's gone even higher. It's at all time highs. And we just don't see it stopping anytime soon. It's a really interesting space right now. Maybe another name to look at on here that I think is pretty interesting, kind of a play on return to business is Kupa. It's a great project expense management tool that got hit really hard. Listen, traveling stopped, business expense stopped, and I did a panel on it. And a lot of our guys basically said, "Yeah, it was the first thing I cut." But we're seeing a huge rebound in spending there in that space. So that's a name that I think might be worth being called out on a positive side. Negative, If you look down to the bottom right of that chart, unfortunately we're seeing some issues in RingCentral and Zoom. Anything that's sort of playing in this next, you know, video conferencing, IP telephony space, they seem to be having really decelerating spending. Also now with Zoom's acquisition of five nine. I'm not really sure how RingCentral's going to compete on that. But yeah, that's one where we debuted for the first time with a negative outlook on that name. And looking and asking to some of the people in our community, a lot of them say externally, you still need IP telepany, but internally you don't. Because the You Cast communication systems are getting so sophisticated, that if I have Teams, if I have Slack, I don't need phones anymore. (chuckling) That you and I can just do a Slack call. We can do a Teams call. And many of them are saying I'm truly ripping out my IP Telepany internally as soon as possible because we just don't need it. So this whole collaboration, productivity space is here to stay. And it's got wide ranging implications to some of these more legacy type of tools. >> You know, one of the other things I'd call out on this chart is Accenture. You and I had a session earlier this year, and we had predicted that that skill shortage was going to lead to an uptick in traditional services. We've certainly seen that. I mean, IBM beat its quarter on the strength of services largely. And seeing Accenture on that is I think confirmation. >> Yeah that was our New Year prediction show, right Dave? When we made top 10 predictions? >> That's right. That was part of our predictions show. Exactly, good memory. >> The data is really showing that continue. People want the projects, they need to do the projects, but hiring is very difficult. So obviously the number one beneficiary there are going to be the Accentures of the world. >> All right. So let's do a quick wrap. I'm going to make a few comments and then have you bring us home, Erik. So we laid out our scenario for the tech spending rebound. We definitely believe last year tracked downward, along with GDP contraction. It was interesting. Gardner doesn't believe, at least factions of Gardner don't believe there's a correlation between GDP and tech spending. But, you know, I personally think there generally is some kind of relatively proportional pattern there. And I think we saw contraction last year. People are concerned about inflation. Of course, that adds some uncertainty. And as well, as you mentioned around the Delta variant. But I feel as though that the boards of directors and CEOs, they've mandated that tech execs have to build out digital platforms for the future. They're data centric. They're highly automated, to your earlier points. They're intelligent with AI infused, and that's going to take investment. I feel like the tech community has said, "Look, we know what to do here. We're dealing with hybrid work. We can't just stop doing what we're doing. Let's move forward." You know, and as you say, we're flying again and so forth. You know, getting hybrid right is a major priority that directly impacts strategies. Technology strategies, particularly around security, cloud, the productivity of remote workers with collaboration. And as we've said many times, we are entering a new era of data that's going to focus on decentralized data, building data products, and Erik let's keep an eye on this observability space. Lot of interest there, and buyers have a number of choices. You know, do they go with a specialist, as we saw recently, we've seen in the past, or did they go with the generalist like Service Now with the acquisition of LightStep? You know, it's going to be interesting. A lot of people are going to get into this space, start bundling into larger platforms. And so as you said, there's probably not enough room for all the players. We're going to see some consolidation there. But anyway, let me give you the final word here. >> Yeah, no, I completely agree with all of it. And I think your earlier points are spot on, that analytics and automation are certainly going to be moving more and more to that left of that chart we had of priorities. I think as we continue that survey heading into 2022, we'll have some fresh data for you again in a few months, that's going to start looking at 2022 priorities and overall spend. And the one other area that I keep hearing about over and over and over again is customer experience. There's a transition from good old CRM to CXM. Right now, everything is digital. It is not going away. So you need an omni-channel support to not only track your customer experience, but improve it. Make sure there's a two way communication. And it's a really interesting space. Salesforce is going to migrate into it. We've got Qualtrics out there. You've got Medallia. You've got FreshWorks, you've got Sprinkler. You got some names out there. And everyone I keep talking to on the IT end user side keeps bringing up customer experience. So let's keep an eye on that as well. >> That's a great point. And again, it brings me back to Service Now. We wrote a piece last week that's sort of, Service Now and Salesforce are on a collision course. We've said that for many, many years. And you've got this platform of platforms. They're just kind of sucking in different functions saying, "Hey, we're friends with everybody." But as you know Erik, software companies, they want to own it all. (both chuckling) All right. Hey Erik, thank you so much. I want to thank you for coming back on. It's always a pleasure to have you on Breaking Analysis. Great to see you. >> Love the partnership. Love the collaboration. Let's go enjoy this summer Friday. >> All right. Let's do. Okay, remember everybody, these episodes, they're all available as podcasts, wherever you listen. All you got to do is search Breaking Analysis Podcast, click subscribe to the series. Check out ETR's website at etr.plus. They've just launched a new website. They've got a whole new pricing model. It's great to see that innovation going on. Now remember we also publish a full report every week on WikiBond.com and SiliconAngle.com. You can always email me, appreciate the back channel comments, the metadata insights. David.Vellante@SiliconAngle.com. DM me on Twitter @DVellante or comment on the LinkedIn posts. This is Dave Vellante for Erik Bradley and theCUBE insights powered by ETR. Have a great week, a good rest of summer, be well. And we'll see you next time. (inspiring music)

(calm electronic music) >> Welcome to this CUBE Conversation with Fortinet. I'm Lisa Martin. John Madison joins me, the CMO and EVP of products. John, welcome back to the program. >> Thanks Lisa. Good to be here. >> Good to see you. So, so much has changed since I last saw you. The move to remote work caused by the pandemic led so many organizations to invest in modern networking and security technologies. And we see, you know, the rise in the threat landscape that protecting digital assets is becoming even more and more urgent because the threats are continuing to escalate. Talk to me about some of the things that you're seeing with this current threat landscape. >> Yeah. Well, it keeps changing that's for sure. You saw some recent surveys where, you know, now companies are seeing, in terms of where employees are located, you know, 25% expecting to be in the office, 25% expected to be permanently in the home. And then there's this big 50% of hybrid, which we think will move a bit more towards the office as people get back in the office. But that's going to take some time. We're actually starting to move back in the office here in Santa Clara, Sunnyvale. but it's very different in every region in the U.S and regulations and laws around the world. And so we think it's going to be very much work from anywhere. There's a bit of travel starting as well. And so this work from anywhere concept is going to be very important to customers going forward. And the ability to change the dynamics of that ratio as they go forward. >> (indistinct) This work from anywhere that over- last year overnight sort of became an absolute essential. But now, as you said, we're going to have this hybrid model of some going back, some staying home and the security and the perimeter is dissolving. When you look at supporting customers and their remote work from anywhere, their new work from anywhere model, what are some of the things that are top of mind that you're hearing from customers? >> Well, I, you know, I sometimes hear this premise is disappearing. I think in some ways it's moving to the user and the devices. And there's this concept called zero trust network access which I've said in many occasions should be zero trust application access, but they named it that way which is going to be an important technology because as I said, it kind of moves that premise then to that user and previous technology that we had VPN technology was good technology. And in fact, a lot of companies, if you go back to when the pandemic started last year, put a lot of people on the VPN technology as quick as possible and it was reasonably robust. But as we go forward, what we're going to have to do is make sure that perimeter- at that perimeter, that users only get access to the applications they're using rather than the whole network. Eventually when they're on the network you need to make sure that it's segmented so they can't go everywhere as well. And so this zero trust network access or zero trust or zero trust access, there's lots of kind of different versions of it, is going to be very important concept for users. The other piece of it, I think, is also that it needs to be more intuitive to use, as anything you kind of have users do like the VPN where you had to kind of dial in and- or bring up- you're bringing up your connection and your IPsec connection, et cetera, et cetera means that people tend not to use it. And so to make it intuitive and automatic is going to be really important. >> Intuitive and automatic. One of the things that we also saw was this massive rise in digital transformation last year, right? SAS adoption, these SAS applications keeping many of us in collaboration. So I'm thinking, you know, in that sense with the perimeter changing and the work from anywhere, this consistent, secure internet connection among users at the branch or the branch of one has to be there to keep organizations productive and safe. How is the Fortinet enabling the ZTNA- this evolution of VPN? >> Yeah. That's another piece of it. So not only are users on and off the network or traveling so that- or both, so the applications are moving. So a lot of them are moved from data centers to public cloud in the form of infrastructure or SAS. We're now seeing customers actually move some applications towards the building or building compute or edge compute. So the applications keep moving which also causes this problem. And so another function of zero trust access or ZTNA is to not care where the application is. You rely on some technology and it's called proxy technology, which allows the proxy to track where the applications are. And for us, that sits inside of our firewalls. And that makes it very flexible. And so we've been able to kind of just ramp up that proxy against the policy engine, whether it be in the data center or in the cloud, or even on your premise. Even integrated inside a branch or something like that. That's going to be very important because, as you just said, those applications will just keep moving into different areas and different zones as you go forward. >> (Lisa) And that's probably going to be permanent for a lot of organizations. So it- so they haven't renamed it zero trust application access, like you think it should be. But when organizations are looking into zero trust network access, what should- what are some of the key things that they need to be looking for and mindful of? >> Yeah, (indistinct) And so it's probably the, you know, the number one conversation they've had over the last six months. I think people initially just had to get something working. Now they're looking seriously at a longer term architecture for their access, their user access and device access. I think what I find is that something like zero trust network access is more of a use case across multiple components. And so if you look inside it, you need a client component endpoint; you need a proxy that in front of the cloud capabilities; you need a policy engine; you need to use identity-based systems. If you haven't got- if you can't get an agent on the device, you may need a NAC system. And so usually what customers find is I've got four or five current- different vendors in those areas. And cybersecurity vendors are not the best at working together, which they were, because then we do better for customers. And so trying to get two vendors to work is hard enough, trying to get five or six is really hard. And so what they're looking at over time is to say, maybe I get the minimum basic ZTNA working. And then as I go forward, for example, what they really want is this continuing posture assessment. Well, you can do that with some EDR technology, but is that EDR technology integrated into your policy engine? No. So I think what customers are saying is, let me start with the base ZTNA with maybe two vendors. And then as I go forward implement a, you know, a fabric or a platform approach to get everything working together. 'Cause it's just too hard with five or six vendors. >> Right. Is there, I'm curious if there's a shared responsibility model with customers working with different vendors; what actions and security responsibilities fall on the customer that they need to be aware of? >> Well, and it also comes back to this, you know, there's convergence of networking and security. And I've said a few times I'm definitely seeing CIOs and CSOs, security teams, and networking teams working much more closely. And especially when you've got a use case now that goes across security items and networking items and networking, the proxy has always been in the control of the networking team. Endpoint security is always been in the- you know, the security team. It's just forcing this convergence not just of the technologies itself but of the organizations inside enterprises. >> (Lisa) Well, and that's a challenging one for every organization is getting, you know, if you're talking about it in general, the business folks, the IT folks. Now this is not just a security problem. This is a problem for the entire corporation, as we just saw with the Colonial Pipeline. Ransomware is now becoming a household name. These are business-critical board-level discussions I imagine on the security side. How is Fortinet helping customers kind of bridge that gap between the biz folks and the IT folks where security is concerned? >> Yeah. You know, ransomware has been around quite a while. I think two years ago, we saw a lot of it in the schools. K-12 schools in the U.S. I think they're picking some richer targets now. The colonial one, I think there was a 4 million ransom. I think that they managed to get some of that money back. But, you know, instead of, you know, demanding $5,000 or $10,000 from a small business or a school they're obviously demanding millions from these larger companies. And you know, one of the problems with ransomware is, you know, it still relies heavily on social engineering. I don't think you can eliminate that people clicking on stuff, you know, a very small percentage still. I think what it means is you have to put some more proactive things in place, like the zero trust, like micro-segmentation, like web application file warning. All these capabilities to try and make your systems as strong as possible. So then put in detection and response systems to assume that someone's clicking on something somewhere just to help. But it's definitely the environment. You know, the threat environment. It's not really gotten more sophisticated; yes, there are still advanced threats. I fear more about those weaponized APTs and state sponsored, but there's definitely a huge volume of ransomware now going after, you know, not only, you know, meat processing factories, but pipelines and critical infrastructure as we go forward. That's the more worrying. >> (Lisa) Right. You bring up a good point about, sort of, people being one of the biggest challenges from a security perspective. Clicking on links, not checking to see if a link is bogus or legitimate. So, help me understand a little bit more how is zero trust can help maybe take some of that human error out of the equation? >> Well, because I think before, you know, when you got access, when you're off the network and you've got access to the network, you've got access to everything, okay. So once you're on the network, and I think the Colonial Pipeline was a good example where traditionally, operational technology networks, physical networks sort of separate from the IT network and they had something called an air gap. And that air gap meant you really couldn't get to it. Now when people had to be remote because of the pandemic, they started taking these air gaps. And so now we had remote access. And so again, when you- when they got that remote access and they got into the network, they could- the network was very flat and you could see everything you can go anywhere. And so that's what zero trust does. It kind of says, I kind of did the zero trust approach to you that I'm only going to allow you access to this application. And I'm going to keep checking on you to make sure you are you are who you say you are on a continuous basis. And that really provides a bit more safety. Now, I still- we still think you need to put things like segmentation in place and some other capabilities and monitoring everything else, but it just narrows the attack surface down from this giant network approach to a specific application >> Narrowing that is the right direction. How do organizations, when you're working with customers, how do they go- How do they evolve from a traditional VPN to zero trust? What are some of the steps involved in that? >> Well, I think it's, you know, what's interesting is customers still have data centers. In fact, you know, some of the customers who have legacy applications will have a data center for a long time. And in fact, what I find is even if you've implemented zero trust to a certain population, employee population, they still have VPNs in place. And sometimes they use them for the IT folks. Sometimes they use them for a specialized developers and stuff like that. And so I think it's going to be like everything, everything goes a hundred percent this way and it stays this way. And so it's going to be hybrid for a while where we see VPN technology and zero trust together. You know- our approach is that you can have both together and it's both on the same platform and it'll just gradually evolve as you go forward. >> What are some of the things you're looking forward to in the next year as this hybrid environment continues, but hopefully things start to open up more? What are some of the things that we can expect to hear and see from Fortinet? >> Well, I'm looking forward to getting out of my home office, that's for sure. >> (Lisa laughing) >> It's like I've been imprisoned here for eighteen months. >> I agree with you on that! So we'll try that. And, you know, I always thought I traveled too much before and now I'm contemplating on the travel piece. But from, you know, Fortinet's perspective, you know, our goal is to make sure that, you know, our customers can increase. We'll make sure they can protect themselves. And so we want to help them and keep working with them such that they put best practices in place and they start architecting longer-term to implement things like zero trust or sassy or some of these other capabilities. And so, you know, I think the- we've had a lot of interest with customers on these virtual sessions. I'm really looking forward to getting them back in our new building, our new executive briefing center, which we're opening up in the next few weeks. You may have more of those face-to-face and white boarding conversations with customers. >> Oh, that sounds so exciting. I agree with you on the travel front, but going from traveling a ton to none was a big challenge. But also, I imagined it'll be great to actually get to collaborate with customers again, and partners. You know, you can only do so much by Zoom. Talk to me a little bit about some of the things on the partnership front that we might be seeing. >> Yeah, our partners, you know, we're a hundred percent partner-driven company and partners are very important to us. And, you know, and that's why we always, when we introduce new technology, we work with the partners to make sure that they understand it. So for example, we provide free what they call an NSE training to all our partners. And then we also work with them very closely to put systems in their labs and the demos and make sure they can architect. And so partners are really important to us and, you know, making sure that they can provide value as part of a solution set to our customers, because customers trust them. And so we want to make sure that we work with our partners closely so they can help the customer implementing architect solutions as they go forward. >> That trust is critical. Right? I mean, we can talk about that at every event, every CUBE Conversation, the trust that an a customer has in you, the trust that you have in a partner and vice versa. That whole trust circle kind of goes along the lines with what we're talking about in terms of being able to establish that trust. So that threat landscape that's probably only going to continue to get bigger is in the trusted hands of folks like Fortinet and your partners to be able to enable those customers to narrow that threat landscape. >> Yeah, yeah. And so it could be the smallest partner to the largest service provider. We don't mind. We want to make sure that we're working with them to provide that implementation from the customers. And again, the word trust is sometimes overused, but that's what customers are looking for. >> (Lisa) So, John, point me to when our audience is some of the information that they can find on Dotcom about zero trust. What are some of the things that you think are great calls to action for the audience? >> Yeah. I mean, it depends. I think it depends on what level you want to get into where we have a bunch of assets, videos, and training but start at the very highest level, you know, why is zero trust something you need to implement? And then it goes down into more details and then even the architecture, long-term architecture and connectivity and implementation. So there's a lot of assets on Fortinet.com If you go on our training sessions, there's- all our training's free to our customers. And so you can go in all those NSE levels and look at the capabilities. So yeah, definitely it's a- it's an area of high interest from our customers. But as I say to them, it's more of a journey. Yes, you can implement something today really quickly, but will that work for you over the long-term in making sure you can take all the information from the, like I said, you know, how is the voice, the posture of that device? What is the device with an agent doing, you know, as my contextual engine integrated as well? So it's a journey for customers and, but you can start with something simple but you need to have that plan for that journey in place. >> I imagine though, John, it's a journey that is either accelerating, or with the threat landscape and some of the things that we've already talked about, is becoming an absolutely board-critical conversation. So, and on that journey, does Fortinet work with customers to accelerate certain parts of it? Because you know, these businesses have been pivoting so much in the last year and they've got to not just survive, but now thrive in this new landscape, this new hybrid work from home, work from anywhere environment and also with more threats. >> Yeah, no, it's a good point. And so, you know, even those internally are implementing it starting the most critical assets first. So let's say, you know, I've got somebody working on source code, they should be the first ones to get the zero trust implementation. I've got somebody asking from the internet to search for stuff. Maybe they're okay for now, but yeah. So you kind of prioritize your assets and users against, you know, the threat and then implement. That's why I'm saying you can roll it out across everyone as, you know, a certain version of it. But I think it's better to prioritize first the most important assets in IP and then roll it out that way. >> (Lisa) Great advice. >> Because some of- a lot of those assets are still sitting in the data center. >> Right. >> So they're not sitting in the cloud. >> Right. John, great advice. Thank you so much for joining me. Good to see you, glad all is well and that you will be able to get out of your home office. You're just days away from that. I'm sure that's going to feel great. >> Certainly is. And thank you, Lisa. >> Nice to see you. For John Madison, I'm Lisa Martin. You're watching this CUBE Conversation. (calm electronic music with piano)

(ethereal music) >> Welcome to the special Cube Conversation. I'm John Furrier, your host of "The Cube" here in Palo Alto, California. We've got two great remote guests here having a conversation around security, security convergence with platforms around networking and security with cybersecurity at an all time high, the need for understanding how to manage the breaches how to understand them, prevent them, everything in between cybersecurity and data are the number one conversation happening in the world today. We got two great guests, we've got Nirav Shah, VP of products at Fortinet and Peter Newton's senior director of products at Fortinet. The product leaders in the hottest cybersecurity company. And guys, thanks for coming on this Cube Conversation. >> Thanks for having us. >> Thank you, John. >> So last month or so I talked to John Madison about the Fortinet new release, FortiOS 7.0, as well as highlighting the convergence that's going on between the platforms around companies trying to consolidate and or manage or grow and build, converting networking and security together. Seeing that happening in real time, still doesn't change the underpinnings of how the internet works, and how these companies are structured. But the need for security is at an all time high. Talk about the impact to the customer. Do you guys have the keys to the kingdom here, product group? What is the killer product? What are customers doing? Give us the overview of why there's such a big need for the security platforms right now. >> Yeah, absolutely John. So if you see today's environment, we have seen working from anywhere it's become normal. And as part of that, we have seen so many different network edges. At the same time, they have different devices that they're using from anywhere. So what's important is as users have different devices, different users and applications that they're consuming from Cloud, we have to make sure that we provide security across the endpoint, across all network edges, and going to the Cloud compute. And for that kind of approach, you cannot have point products provide the visibility control and management. You need to have a comprehensive cybersecurity platform, which gives you security from that endpoint, to the edge, to the user, so that you have a simple but effective management and have a solid security in place to get that working from anywhere in a much more better user experience way. And that's exactly Fortinet describes as the security fabric platform. >> It's interesting not to kind of go on a tangent here, but to illustrate the point is, if you look at all the cyber security challenges that we're facing globally, especially here in the United States, the public private partnerships are increasing. We're seeing more public sector, commercial integration, the role of data. We've covered this on SiliconANGLE and many other cube interviews, especially with you guys. And there's all this kind of new approaches. Everyone's trying everything. They're buying every product that's out there, but now there's like overload. There's too much product. And that the obvious thing that's becoming clear, as cloud-scale, the evolution of this new edge environment. And so with that becomes the importance two trends that you guys are participating in. I want to get your thoughts on this because that's called SASE and SD-WAN. We know SD-WAN, but SASE stands for Secure Access Service Edge. That's I think Gartner made that term up or someone made that term up, but that's a new technology. And you've got SD-WAN, these are traditionally had been like edge for like branch offices. Now evolve now as pure network edges than a distributed computing environment. What's so important about these two topics. Nirav take us through the changes that are happening and why it's important for enterprises to get a handle on this >> Yeah John. So, as you said, SASE, Secured Access Services Edge. Really the foundation of that topic is the convergence of networking and security. And as you mentioned, Fortinet has been doing a lot of innovation in this area, right? Six years back, we pioneered the convergence of security and networking with security SD-WAN but what's happening now with the SASE is, as that working from anywhere continues to remain the dominant trend, users are looking for a Cloud-Delivered Security. And that's what Fortinet recently announced, where we can provide the most comprehensive Cloud-Delivered Security for remote users. For thin edge. You can still, anytime access from any device. To give you an example, now, our remote users, they are still at home or they can be branch of one user, but still have that always on threat protection with the consistent security given in the Cloud. So they don't have to go anymore from the branch or data center, but have a direct connectivity to the Cloud Security before they access SaaS application. That's what one of the SASE trend is. Second thing, John we are observing is users are now, as they are going back to the hybrid workforce, they are looking for a thin edge right? To your point of an edge, edge is still intelligent and a very important but there is an interesting architectural shift of, can I just use an intelligent networking there move my CapEx to OPEX and have security in Cloud? That unified security, unified policy is again becoming important. That's what SASE-- >> Okay, so I like this Cloud-Delivered Security. This is a hybrid workforce you're addressing with this marketplace, that's clear. Hybrid is a everywhere, hybrid cloud, hybrid workforce, hybrid events are coming. I mean, we love covering events physically but also now virtual. Everything's impacted by the word hybrid and Cloud. But talk about this thin edge. What do you mean by that? I mean I think thin edge, I think thin clients, the old trend. What is thin edge mean? >> Yeah, so there're different organizations are looking at the architecture in a different way. Some organizations are thinking about having a very simple branch where it is used for modern networking technologies, while security has been shifted to the Cloud deliver. What happens with this model is, now they are relying more into technologies like SD-WAN on edge to provide that intelligence steering, while everything in the security is being done in a Cloud compute way for both remote users and thin edge environment. Now the good news here is, they don't have to worry about the security patching, or any of those security capabilities. It is all done by Fortinet as they go and use the SaaS applications performance >> I want to come back and drill down on that but I want to get Peter in here in the Zero Trust equation because one of the things that comes up all the time with this edge discussion is network access. I mean, you go back to the old days of computing, you had edge log in, you'd come in, radius servers, all these things were happening, pretty simple cut paradigm. It's gotten so complicated now, Peter. So Zero Trust is a hot area. It's not only one of the things but it's a super important, what is Zero Trust these days? >> Zero Trust is indeed a very hot term because I think part of it is just it sounds great from a security standpoint, Zero Trust, you don't trust anyone, but it really comes down to a philosophical approach of how do you address the user's data applications that you want to protect? And the idea of Zero Trust and really what's driving it is the fact that as we've been talking, people are working remotely. The perimeter of the organization has dissolved. And so you no longer can afford to have a trusted internal zone and an untrusted external zone. Everything has to be "Zero Trust." So this means that you need to be authenticating and verifying users and devices on a repeat and regular basis, and you want to when you're bringing them on and giving them access to assets and applications, you want to do that with as granular of control as possible. So the users and devices have access to what they need, but no more. And that's kind of the basic tenets of Zero Trust. And that's what, it's really about prioritizing the applications and data, as opposed to just looking at, am I bringing someone into my network. >> God, the concept of Zero Trust, obviously hot. What's the difference between Zero Trust Access and Zero Trust Network Access, or as people say ZTA versus ZTNA? I mean, is there a nuance there? I mean, what's the difference between the two? >> That's actually a really good question because they both have the Zero Trust in the name. ZTNA is actually a specific term that a Gardner created or other analyst I should say, created 10 years ago. And this refers specifically to controlling application to controlling access to applications. whereas Zero Trust, overall Zero Trust access deals with both users and devices coming on to networks, how are you connecting them on? What kind of access are you giving them on the network? ZTNA is specifically how are you bringing users and connecting them to applications? Whether those applications are on premise or in the Cloud. >> So what the NA is more like the traditional old VPN model connecting users from home or whatever. Just connecting across the network with user to app. Is that right? >> That's actually a really good insight, but ironically the VPN clinical benefits of this are actually an outgrowth of the ZTNA model because ZTA doesn't differentiate between when you're on network or off network. It creates a secure tunnel automatically no matter where the user is, but VPN is all just about creating a secure tunnel when you're remote. ZTNA just does that automatically. So it's a lot easier, a lot simpler. You get a hundred percent compliance and then you also have that same secure tunnel even when you're "on a safe network" because with Zero Trust, you don't trust anything. So yes it really is leading to the evolution of VPN connectivity. >> So Nirav I want to get back to you on tie that circle back to what we were talking about around hybrid. So everyone says everything's moving to the Cloud. That's what people think. And Cloud ops is essentially what hybrid is. So connect the dots here between the zero trust, zero trust A and NA with the move to the hybrid cloud model. How does that, how does it, what's the difference between the two? Where's the connection? What's the relevance for your customers and the marketplace? >> Yeah, I think that again goes back to that SASE framework where ZTNA plays a huge role because John, we talked about when users are working from anywhere in this hybrid workforce, one of the important thing is to not give them this implicit trust right? To the applications, enabling the explicit trust is very important. And that is what ZTNA does. And the interesting thing about Fortinet is we provide all of this part of FortiOS and users can deploy anywhere. So as they are going to the Cloud-Delivered Security, they can enable ZTNA there so that we make sure this user at what time, which application they're accessing and should we give them that access or not. So great way to have ZTNA, SASE, everything in one unified policy and provide that anytime access for any device with a trusting place. >> Okay, real quick question to you is, what's the difference between SASE, Secure Access Service Edge, and SD-WAN? Real quick. >> Yeah, so SD-WAN is one of the core foundation element of SASE, right? So far we talked about the Cloud-Delivered Security, which is all important part of the security of the service. SASE is another element, which is a networking and a service where SD-WAN plays a foundation role. And John that's where I was saying earlier that the intelligent edge modern technology that SD-WAN provides is absolutely necessary for a successful SASE deployment, right? If users who are sitting anywhere, if they can't get the right application steering, before they provide the Cloud-Delivered Security, then they are not going to get the user experience. So having the right SD-WAN foundation in that edge, working in tandem with the Cloud-Delivered Security makes a win-win situation for both networking and security teams. >> So Peter, I want to talk to you. Last night I was on a chat on the Clubhouse app with some cybersecurity folks and they don't talk in terms of "I got ZTNA and I got some SASE and SD-WEN, they're talking mostly about just holistically their environment. So could you just clarify the difference 'cause this can be confusing between Zero Trust Network Access ZTNA versus SASE because it's kind of the same thing, but I know it's nuance, but, is there a difference there? People get confused by this when I hear people talking 'cause like they just throw jargon around and they say, "Oh, with Zero Trust we're good. What does that even mean? >> Yeah, we get a lot of that when talking with customers because the two technologies are so complimentary and similar, they're both dealing with security for remote workers. However sassy is really dealing with that kind of firewall in the Cloud type service, where the remote user gets the experience and protection of being behind a firewall, ZTNA is about controlling the application and giving them that secure tunnel to the application. So they're different things one's kind of that firewall and service, security and service, even networking in a service. But ZTNA is really about, how do I have the policies no matter where our user is, to give them access to specific applications and then give them a secure tunnel to that application? So very complimentary, but again, they are separate things. >> What's the landscape out there with competitive because has there products, I mean you guys are product folks. You'll get the product question. Is it all kind of in one thing, is this bundled in? Do you guys have a unique solution? Some people have it, they don't. What's the marketplace look like from a product standpoint? >> Yeah. So John, that starts back to the platform that we talked about, right? Fortinet always believes in not to develop a point product, but doing organic development which is part of a broader platform. So when we look at the thing like SASE, which required a really enterprise grade networking and security stack, Fortinet has organically developed them SD-WAN, we are a leading vendor, for the Gartner magic quadrant leader there, network firewall, including whether they deployed on Cloud, on-prem or a segmentation. We are a leader there. So when you combine both of them and ZTNA is part of it, there is only handful of vendor you will see in the industry who can provide the consistent security, networking, and security together and have that better user experience for the single management. So clearly there's a lot of buzz John, about a lot of vendors talk about it. But when you go to the details and see this kind of unified policy of networking and security, Fortinet is emerging as a leader. >> Well I always like talking the experts like you guys on this topic. And we get into the conversations around the importance under the hood. SASE, SD-WEN, we've been covering that for a long time. And now with Zero Trust becoming such a prominent architectural feature in Cloud and hybrid, super important under the hood. At the end of the day though, I got to ask the customers question, which is, "what's in it for me? "I care about breaches. "I don't want to be breached. "The government's not helping me over the top. "I got to defend myself. "I have to put resources in place, it's expensive, "and nevermind if I get breached." The criticality of that alone, is a risk management discussion. These are huge table. These are huge stakes and the stakes are high. So what I care about is are you going to stop the breaches? I need the best security in town. What do you say to that? >> Yeah this goes back to the beginning. We talked about consistent certified security, right John. So yes a SASE model is interesting. Customers are going to move to Cloud, but it's going to be a journey. Customers are not going Cloud first day one. They are going to take a hybrid approach where security is required in a segment, in an edge and on the Cloud. And that's where having a solid security in place is a number one requirement. And when you look at the history of Fortinet, over the last 20 years, how we have done, with our FortiGuard Labs, our threat intelligence and ability for us to protect over 450,000 customers, that's a big achievement. And for us to continue to provide that security but more importantly, continue to go out, and do a third-party certification with many organization to make sure no matter where customers are deploying security, it is that same enterprise grade security deployment. And that's very important that we talk to our users to make sure they validate that. >> Peter would weigh in on this. Customers don't want any breaches. How do you help them with the best security? What's your take on that? >> Well, to kind of reiterate what Nirav said earlier, we really believe that security is a team sport. And you do need best in class products at each individual element, but more importantly you need those products we talking together. So the fact that we have industry leading firewalls, the fact that we have industry-leading SD-WAN, we've got industry leading products to cover the entire gamut of the end point all the way email application, Cloud, all these products while it's important that they're, third-party validated as Nirav was mentioning, it's more important that they actually talk together. They're integrated and provide automated actions. Today's cyber security moves so fast. You need that team approach to be able to protect and stop those breaches. >> Well, you guys have a great enterprise grade solution. I got to say, I've been covering you guys for many years now and you guys have been upfront, out front on the data aspect of it with FortiGuards. And I think people are starting to realize now that data is the key, value proposition is not a secret anymore. Used to be kind of known for the people inside the ropes. So congratulations. I do know that there's a lot action happening. I want to give you guys a chance to at the end of this conversation now to just put a plug in Fortinet because there's more people coming into the workforce now. Post pandemic, young people with computer science degrees and other degrees that want to go into career with cybersecurity, could you guys share both your perspective on for the young people watching or people re-skilling, what opportunities there are from a coding standpoint, and or from say an analyst perspective. What are some of the hot openings? 'cause there are thousands and thousands of jobs give a quick plug for Fortinet and what openings you guys might have. >> Well, certainly in the cyber industry, one of the major trends we have is a work place shortage. There are not enough trained professionals who know about cybersecurity. So for those who are interested in retooling or starting their career, cybersecurity is an ongoing field. It's going to be around for a long time. I highly encourage those interested, come take a look at Fortinet. We offer free training. So you can start from knowing nothing to becoming certified up to a security architect level, and all those, all that training is now available for free. So it's a great time to star, great time to come into the industry. The industry needs you >> Any particularly areas, Peter you see that's like really jumping off the page. >> Well, it's hybrid, knowing Cloud, knowing on-prem, knowing the traffic, knowing the data on the applications, there's just so much to do. >> You're the head of product, you've got all, probably a ton of openings but seriously young people trying to figure out where to jump in, what are the hot areas? Where can people dig in and get retrained and or find their career? >> Yeah, no, I think to reiterate what Peter said, right? The program that Fortinet has built, LSE one, two, three which is free available, is a great foundation. Because that actually goes into the detail of many topics we touched upon. Even though we are talking about SD-WAN, SASE, ZTNA, fundamentally these are the networking and security technologies to make sure users are able to do the right work in the user experience. And that will be really helpful to the young people who are looking to learn more and go into this area. So highly encouraged to take those training, reach out to us. We are there to provide any mentorship, anything that is required to help them in that journey. >> Anything jump off the page in terms of areas that you think are super hot, that are in need. >> Certainly there's convergence of networking and security. There is a growing need of how and what is Zero Trust is? and how the security is applied everywhere. Definitely that's a topic of mine for a lot of our customers, and that's an area, it's a good thing to gain more knowledge and utilize it. >> Nirav and Peter, thank you for coming on. You guys are both experts and the leaders at Fortinet, the product team. The need for security platform is an all time high consolidating tools into a platform. More tools are needed and there's new tools coming. So I'm expecting to have more great conversations as the world evolves. Certainly the edge is super important. Thanks for coming on, appreciate it. >> Thanks for having us. >> Okay, Cube Conversation on security here in the Palo Alto studios. I'm John furrier. Thanks for watching. (ethereal music)