>>Hi everyone. Welcome to the cubes coverage of eight of his public sector summit live in Washington D. C, where it's a face to face real event. I'm johN for a year host but virtual events. Hybrid events were hybrid event as well. We've got a great remote interview. Got a guest here in person, Jon Stankovic, president of cloud solutions. Smartronix and Britain was the VP of eight of his managed services, also known as A M. S with amazon web services, jOHN and jOHN and three johns here. Welcome to the cube remote >>in person. >>Hybrid. >>Thanks. Thank you. Great to be on the cube longtime viewer and I really appreciate what you >>do for fun to be here remotely but I feel like it right there. >>Yeah, I love the hybrid if it's only gonna get better next time will be in the metaverse soon. But uh, jOHn on the line there, I want to ask you with AWS managed services, take us through what you guys are doing with Smart Trust because this is an interesting service you guys are working together. How's that relates at the table for us. >>Yeah, well, you know, we're really excited about this announcement, We've been working with Smartronix since we launched A. M S 4.5 years ago. So we've been able to build up working with them, you know, a huge library of automation capabilities and this really just formalised as that in an offer for our joint customers where we can bring the expertise from AWS and Smartronix and offer a full solution that's highly integrated to help help our customers jointly accelerate their cloud adoption as well as their operating model transformation as they start to move to a more devops motion and they need help. We're there together to provide our expertise and make that simple for them. >>Well I appreciate the call. You john b john s over here. Js john Stankevich. Um tell me about Smart trust because you heard what's going on with devoPS to point a whole revolutions going on in devops, you're starting to see a highly accelerated modern application development environment which means that the software developers are setting the pace there, the pace car of the innovation, right? And so other teams like security or I. T. Become blockers. Blockers a drag and anchor. So the shift left on security for instance is causing a lot of problems on the security team. So all this is going on like right now so still the speed is the game. What's your take? >>Sure so absolutely. I think that's where this partnership really really excels. You know, we want customers to focus on their mission, you know, national security, health care outcomes. Um we want them to kind of take the rest off their plate. So when you say some of the quote unquote blockers around security uh Smartronix has invested heavily in a federally authorized platform that sits on top of what a WS has done from a Fed ramp and so right off the bat speed agility. We don't want our customers spending time replicating things that we've done at scale and leveraging what AWS has and so by kind of utilizing this, this joint offer all of a sudden a big part of that compliance is taken care of. Uh, and then things like devoPS, things like SRE models that you hear a lot about, we fold all that into this uh, combined service offering. >>I know a little about what you guys are doing. You mentioned SRE is very cool, but let's take a minute to explain what you guys are doing because you guys are on the cutting edge of solving a lot of problems from infrastructure fools around the deVOPS stack. What are you guys doing in the cloud services? >>Sure. So I think jOHN hit a little bit on it. But you know, we look at AMS as best in breed at scale managing core parts of the U. S. Infrastructure. What Smartronix does is many times customers have some unique requirements and we take that core kind of powered by aims and we try and fill in those kind of complementary skill sets and complementary requirements. And so something like the devops, which is basically making sure that those people developing that software, they have also the ability to manage it and on an ongoing basis. Kind of run it. We develop all the frameworks and that's part of this offering to enable that. >>What's the solution jOHN B because I think you guys don't, this is people have challenges. I want to understand those challenges. And then when they go to the external managed service, what's involved, you walk us through that? Because I think that's important. >>Yeah, sure. You know, it turns out jOHN nailed this one. That moving to the cloud can be, can be a big transformation for many, many enterprises and government teams. Right. They worked for many years and have an ecosystem in their traditional data center. But when they move to the cloud, there's a lot of moving pieces and so what we like to focus on is helping them with the undifferentiated aspects of safely and automating cloud operations. So working with, with Smartronix allows us to take what we're doing across the infrastructure services, around security, around automation, around patching instance management, container management, all of those uh, undifferentiated, heavy lifting passed by now with Smartronix and expertise across the application layer across customers, unique environments across federal and moderate the various government standards and compliance is, and we think we're able to get, take a customer um, from kind of really early stage cloud experience and rapidly deploy configure and get them into a very stable scalable posture operationally on the cloud so that they can start to invest in their people, their skills and their differentiated application on the cloud that really drive the differentiation in their business and not have to worry about best practice configurations and operational run books and, and and automation is and and and the latest dep sec ops capabilities that will pick up for them while they're training and getting, they're getting their emotions in place, >>jOHn is on the Smartronix side. Talk about the difference between scale okay. Which is a big issue with cloud these customers want to have with AMS but then you also have some scale, maybe some scale to but highly compliant environments, regulated industries, for instance, this is the hot areas because scale is unwieldy, but if you don't want get rain it in, it can be chaotic. Right? So also regulations and compliance is a huge issue. >>Yeah. What what we found is um, at times customers look at it and they just get frustrated because it can be kind of intimidating and we as a combined team really have spent a lot of time we have accelerators to walk customers through that process and a really flexible model. If they feel that they have a lot of domain expertise in it, then we'll just kind of be almost a supporter other customers look at it and say, you know, we'd like you to take the entire patch of that compliance and so highly regulated environments. Both commercial D. O. D. National Security, um federal civilian agencies, state and local, they're all looking to this and saying we really want someone that's been through things like the U. S. Audited managed service provider, things like they're managed security service provider, things like fed ramp or D. O. D. Ill four and five. And I think to be honest Smartronix has just invested heavily in that with the goal of reducing all that complexity and it's it's really been taken off and we really appreciate the partnership specifically with jOHn and uh the A. W. S. A. M. S. Team. >>All right so you guys were going together, what's the ultimate benefit to the customer? >>I can I'll give my thing right off the bat all this innovation coming out of A. W. S. Um It's fantastic but only if you have the ability to take advantage of it. And so thousands of new services being rolled out. We really want customers to be able to take advantage of that and let at times us do what we do best and let them focus on their mission. And I think that's what really AWS is all about and we just feel very fortunate to be an enabler of that >>john be talking about talking about the staffing issues too because one of the problems that we have been reporting and this has come up at every reinvest on the max. Peterson about this as well. He's promised last year was gonna train 29 million people. See how that comes out of reinvent when the report card comes back. I was kinda busting his chops a little bit there but he had a smile on his face I think is gonna hit the numbers a lot of times, Maybe people don't have an SRE they don't have a devout person or they have some staff that they're in transition or transforming this is a huge factor. What's your take on this, >>you know, that that is so important, you know, as john mentioned, it's all about helping the customers focused and and their their cloud talent is scarce and it's a scarce resource and you you want to make sure that your cloud talent is working on the cool stuff or they're going to leave and and as you train and skill, these folks, they want to focus on what really impacts the business, what's really differentiating doing, you know, doing the cloud and the necessities on operations and operational tasks and sec ops and things like that, sometimes, that's not the sexiest part of the work that the customer really wants to focus their team on. So again, I think together we're able to help drive high levels of automation and really do that day in and day out work that is not necessarily the differentiator of their business and that's going to attract and keep the best and brightest minds in these in these customers um which allows us to help them with the undifferentiated aspects of of the heavy lifting. >>Not only is availability of people, it's keeping the people, I love that great call out there, Okay, where does this go? Where's the relationship. So you guys are partnering, you have the M. S. Is going on? Strong managed services not gonna go away mormon people were using managed services. It's part of the ecosystem within the ecosystem. What's next in the relationship? >>Well, I think, you know, I'll speak first, john, I'm sure you've got some thoughts to, but you know, we've got so many things on our plate around predictive operations and the predictive capabilities that we're excited about tackling together. Obviously there's all sorts of unique applications that require even deeper capabilities and working with Smartronix to help us, you know, provide even greater insight into the application layer. So I kind of see us expanding um both horizontally as well as well as vertically and horizontally. We've got customers looking at the edge with the outpost solutions and we can snap into those capabilities as well. So there's a tremendous amount of kind of, I'd say vertical and horizontal opportunity that we can continue to expand it together, >>john your reaction, That's >>pretty right on Absolutely. I think john Berger really hit it and I think really machine learning, you know, that's a big area of focus, if you look at all this data is being collected, predictive modeling and so we have this kind of transition from a model where people were basically watching screens reacting and what the AWS MSP offer and what you know, AmS offers is really predicting, so you you're not doing that, you're not reacting, you're proactively ahead of things. And that's the honest truth is AWS is such a well run service. It just doesn't break, you know, it doesn't break like what you see in the traditional kind of legacy infrastructure. And so at times we're just continuing to climb that stack. As, as john mentioned, >>it's really interesting as you guys are, as you're talking, I'm thinking myself just go back a couple of years ago, eight years ago or so. DevoPS is a bad word. Dev's dominate up. So I was through them now, operational leverage is a huge part of this ai operations, um, the entire I. T service management being disrupted heavily by cloud operations that also facilitate rapid development models. Right? So, again, this is like under reported, but it's a really nuanced point hardened operations for security and not holding back the developers is the cloud scale. What's your guys reaction to that? >>Yeah, I completely agree. I think, you know, the automation piece of things and I think customers are still going through transitions. You know, traditionally managed services means a big staff and it's like I said, sitting there watching screens and you flip that model where you have developers actually deploying code and infrastructure to support it. It's, you know, it's very transitional and very transformative and I think that's where an offering, like what we've really partnered on really, really helps because at times it can be overwhelming for customers and we just want to simplify that. And as I've said, let them focus on their mission. >>Amen one last question before we break, because I was talking to another partner, a big part of AWS. Um, and we're talking about SAS versus solutions and sometimes if you're too Sassy, you're not really building a custom solution, but you can have the best of both worlds. A little professional services, maybe some headroom on the stack, if you will your building solutions. So the next question is, as you guys put this cutting edge innovative innovative solution together, how are your customers consuming it? Like what's the consumption? I'm assuming there must be happy because a lot of heavy lifting being taken away, they don't have to deal with house the contract process. >>Well, you know, I think, you know, we have the opportunity, we support customers and kind of all modes of their application stack. So, you know, a full stacks solution. You know, even a legacy architecture moving to the cloud requires a high degree of automation to support it. And then as those applications become modernized over time, they become much more cloud native at some point, they might even become a full stack Starzz offer. So many of our customers actually run their SAAS platform leveraging our capability as well. So, you know, I think it gives the customer a lot of optionality uh, and future kind of growth as they modernize their application stack. >>Yeah, john your reaction. Absolutely. >>I think one of the greatest benefits is it's freeing up funds to do mission work. And so instead of spending time procuring hardware and managing it and leasing data center space, they literally have more funding. And so we've seen customers literally transform their business because this piece of it's done more efficiently and they have really excess and really additional funding to do their mission. >>We love the business model innovation, faster um, higher quality, easy and inexpensive. That's the flywheel gentlemen, Thank you for coming on and get the three. John john thank you. Vice President Cloud Solutions. That Smartronix, thank you for coming on. John Barrington BP of amazon websites managed. There is a also known as AWS and A M. S. A W. S got upside down. W. M. Looks the same. Thank you guys for coming. I appreciate it. Thank you. We appreciate great great Cube covers here. eight of us summit we're live on the ground and were remote. It's a hybrid event. I'm John for your host. Thanks for watching. Mhm

(upbeat music) >> Okay, I'm back. I'm John Furrier with theCube. We're here in the middle of the action at Mobile World Congress at Cloud City is where the action is. Danielle Royston and Telco DR. Digital disruption here happening. This next interview I did with Casey Choi, the Executive Vice President at Samsung. I did this remotely. He couldn't be here in person. We wanted to bring him in for a conversation. I had a chance to record this with him. He talks about the intelligent Human Edge or Industry 4.0. It was about Edge computing, Samsung as a leader. Obviously we know what they do. They're part of this IOT revolution, Casey Choi, brilliant executive I really enjoyed my conversation. Take a listen. (upbeat music) Welcome to theCube's coverage of Mobile World Congress, 2021. I'm John Furrier host of theCube. We're here with Cube alumni, Casey Choi's Executive Vice President and GM of the Global Mobile B2B Team, Communications Team at Samsung. Casey, great to see you. Thank you for coming off for the special Remote Mobile World Congress. We're here in person, but also hybrid event. We got a lot of remote interviews. Thank you for taking the time to speak with me. >> John. Great to see you. Great as always to be with you and great to be at least here, virtually with the team and in Barcelona from WC. >> You know, in Samsung, we think about the edge. You are leading a team that's driving this innovation. We've talked in the past about Industry 4.0, but the innovation at the intelligent edge, human edge is a big part of it, with 5G. It's just another G, but it's not just another G you got to have a backbone. You got to have a back haul. You got to have an interconnection. You have commercial, not just consumer technology. So the edge is becoming both this human and device commercial environment. So the industry is quickly moving to this. You call it the 4.0 trend. What do you see happening? This is a clear change over the Telco is not what it used to be. Change is coming fast. A lot of disruption, what's your view? >> Yeah, I think we see a number of things done. And certainly from our perspective, which is, I think we've got somewhat of a unique view on this because of our huge focus really in consumer use and attitudes. And certainly it's been informed by what we've seen, what we've all collectively seen over the last year and a half or so, and are still seeing today. And I think one of the things that we're certainly experiencing is I think the edge is it's expanding further out. I think it's also getting more tightly coupled in many respects to the human factor. And it's not just a set of billions of discrete sensors anymore. And I think the evolution of our thinking around this has changed quite a bit from the IOT Version One variant of this. We put more of what I would call billions of these things, communicating all kinds of information, either to the cloud or the data centers and doing it in a very voluminous way. And what we're saying is with the advent of more the human to machine interface, and certainly the capabilities that we're saying both on the network and the device side, it's really redefining how we're thinking about edge. And certainly here at Samsung and with some of our partners, and we're starting to call this more of the intelligent human edge, where the human factor really begins to play a big role in how we're defining the Internet Of Things. And those things include really people. And this is how we're looking at it. >> I love the theme, the human edge, I think that's very relevant. I want to get a human aspect of here tied into the industry side, because as we emerge from the pandemic and move to a broader economic recovery, you see the psychology of the industry where cloud is one of the shining examples of what the pandemic highlighted cloud speed, cloud agility. And now you're seeing with openness in the Teleco industry, that cloud is coming in, open cloud interoperability. So coming out of the pandemic, cloud is the theme is driving an economic recovery, which is driving the psychology of we're back to real life, we're back to business, but it's not business as usual. The fashion is changing. The attitudes are changing. You mentioned that, and now the disruption of how cloud will be implemented. And it seems to be Telco is where these edge and cloud are just completely radically changing, what was once a kind of a slow moving Telco space. So how do you see the partnerships and coming out of the pandemic, some of the response of cloud impact, cloud technology, public cloud impact on this new Telcom? >> Yeah. Let me try to unpack that a little bit. I think we see two dimensions on this, certainly on the carrier side, the operator's side of the equation, we're certainly partnered with everybody across the globe on that. Certainly there's been a definitive impact around software defined everything, right? So, and this has been accelerated really by the standards that have started to develop around 5G. And even now there's a lot of discussion and I'm sure there'll be a lot of it around WMC about 6G and what is happening there. But I think with the advent of things like O-RAN for example, and some of the activity that we're seeing really around NEC type solutions and opportunities, the traditional role of the carrier and the operator is evolving and has to evolve, right? It is now much more aligned with the provision of these types of services that are very different from the type of data or voice services that we've seen in the past. So certainly we're seeing that transition. The second big transition is really around the notion of hybridity. Now we've been talking about this now in the industry for a while, but I think it's really starting to take firm root the idea of not only multiple clouds, but clouds that are deployed either on prem or certainly, available as a service in its various forms. So I think that combination along with the advances that we're seeing in the technology, and this was both on the connectivity side. So certainly around the ultra reliable, low latency communications, what we're seeing with things like slicing, for example, starting to take root as well as frankly, the devices themselves are getting that much more powerful and compact. This is what we're saying with SOC technologies is what we're seeing with the functions being moved more and more to on device capability. So I think about hybrid, I mean, in my past to think about it more as a small data center. How do you compact it, move it out to somewhere else. Now we're thinking about it more in terms of the type of processing capability that you can put really in the hands of the human or hands of the device. And at that point, you really start to get different use cases, start to emerge from that. So this is how we're thinking about this extension and what I'm talking about more as, an expansion on the edge, further out. >> I love is it splicing or slicing, what's the term? Slicing is the technology? >> Slicing, network slicing. >> Slicing, not splicing cable. >> Yeah. >> Slicing. >> Not splicing cable, no. >> Okay so this come up a lot, so splicing kind of points to this end to end, workflows. You look at some of the modern development, the frameworks of successful, you're seeing these multifunctional teams kind of having an end to end visibility into the modern application workflow from CIC pipeline, whatever. Now, if you take the concept of O-RAN you mentioned Open Radio Access Networks, this kind of brings up this idea of interoperability, because if you're going to have end to end and you add edge to it, you have to have the ability to watch something go end to end, but it's never been like that in the past because you had to traverse multiple networks. So this becomes kind of this hybrid a little bit deeper. Can you share how you see that and how Samsung's working with folks and how you guys are addressing this because you can be at the edge, but ultimately you've got to integrate. So you've got openness, you've got the idea of interoperability issues, and you ultimately have to move around and work with other networks, other clouds and other systems. This is not, it's not always like that. So can you share how this is evolving and how real this is and what is your view on it. >> Yeah, our thinking on this. I mean, let me start by maybe tackling this in a little bit of a different angle. One of the things that we see as one of the barriers around interoperability has really been more on the application side of the equation. And this is actually the third component in making all of this work. And let me just be very clear in what I'm saying here, I think in terms of mobile architectures and really Edge architectures, it has been one of the last bastions, if you will of closed architectures, there've been very much what I would call purpose-built architectures at the edge. Certainly that's been driven by things like the industrial side coming together with more of the commercial side of the equation, but we think it's time really to extend the interoperability of what we are seeing really on the IT side of the equation and really driven by cloud native. This was really in the area of containers. It's in the area of microservices, it's in the area of cloud native development. And if we're really talking about this, we really need to extend that interoperability from the application point of view on the data point of view, really to the end point. And this is where some of the work that we're doing, and we really embarked on in earnest last year with Red Hat and IBM, and with VMware for example, in really opening up that edge architecture to really the open source community, as well as really to the microservices architectures that we have now seen propagate down from the cloud into hybrid architecture. So this has been really one of the key focus areas for us. The network interoperability has really been driven by the standards that we've seen and that have been really adopted by the industry. And when it comes to, for example 5G standards. what we've been more focused on quite honestly, is the interoperability on the application and data side. And we think that by extending, if you will, that write once run many type concepts down into the edge and into the device, that this is going to open up really a wealth of opportunity for us on the application and on the data side. >> That's awesome, I love the openness, love the innovation you guys are doing. I think that's where the action is and that's where the growth is going to be. I do have to ask you how you see edge computing in the IOT era in terms of security. Are we more vulnerable because of it now? And how are you guys addressing the issue of security and data privacy at the edge? What's your opinion on that? What's Samsung doing? >> I mean, we just have to look at the news today, it's obvious that we are more vulnerable, right? There's no doubt that points of vulnerability are being exposed and they're probably being exposed in now industrial areas, right? Certainly with what we've seen, just even recently with some of the attacks that, that have occurred. So a couple of things there, number one, we are relying very heavily on our long history around establishing root of trust in kind of zero trust environments. We've had our Knox platform as an example, we just celebrated, in fact, our 10th year of the product. In fact, it was announced at MWC back about 10 years ago. So this is something that, that we're celebrating, it's an anniversary. Our belief on this is that we really need to ensure that we maintain a hardware-based route across when it comes to the edge. We can't only rely upon software protection at that layer. We can't naturally rely upon some of the network protections that are there. So, we've shipped about 3 billion devices with our Knox Security Suite over the last 10 years. And this is something that we're relying very heavily on. Not only for again, that hardware based root of process. So one of the key solutions, there's our Knox Vault product, which we just released a few months back. This is really a safe within a safe concept, really ensuring that the biometric password and other user data is protected. It's really what drives some of our strategy around making sure that we rely upon something that protects all of the back doors that are resident, not only at the software layer, but at the hardware layer as well. And then management is the other key piece of this, security without the ability of managing these thousands to millions of devices is really somewhat compromised. So we've extended a lot of our Knox management capability at our device level really to address some of those particular attributes, as well as these fleets become more prominent. And they start to take on workloads that are more critical to IOT type workloads. >> Casey, great to have you on. Your insight's awesome. Love what you're doing at Samsung. And again, you're a leader, you've been there, you've seen those cycles of innovation. I have to ask you my final question for you is a personal one and a professional one. The last Mobile World Congress was 2019. In person, last year was canceled a lot's happened in the industry since 20 something months ago. Now we're going to be in person, a lot of hybrid still remotely, but there'll be people in person. The world's changed. What is the big change in the Telco, Telco Cloud, Telco Edge, what's happened in these 20 plus months since the last Mobile World Congress that people should pay attention to? What's the most important thing in your mind? >> Most important? Thank God John. You're putting me on the spot here, right? I think it's wisdom to be quite honest with you. I mean, we've certainly all collectively learned a lot in terms of user patterns and what people need and want. And I hope to think that collective wisdom is going to be a key part of how we drive this going forward. And then if I can just pick one more, I would say re-invention, I think what we're starting to see is that coming out of, again from 2019 to what we're seeing now, we do see this opportunity reinventing and rethinking. And I think that's the difference. And the pace of that is going to really dictate how we look at this and how we collectively solve these challenges. So I hope to think we're wiser and that we're more imaginative coming out of this. And again after being in this industry for 30 years, we've not seen the types of things that we've seen over the last couple. So I hope to think that this is a pivot point for all of us. >> Well, Samsung is certainly a leader in many areas and great to see you on theCube here and the theme in your talks around intelligence, human edge innovation, open. This is a force that's happening. And I think the big change, as you said, the wisdom combined with a reinvention is happening and it's going to be very interesting ride, should be fun to work on. >> It will be John and I thank you for our friendship and our relationship over the years. It's always great to see you and to be with you. And again, we're very optimistic as we always have, coming out of this And again, thanks for the time and have a great MWC. >> You too, Casey Choi, Executive Vice President General Manager of the Global Mobile Business to Business Unit Commercial Unit at Samsung. This is theCube's coverage of Mobile World Congress. I'm John Furrier. Thanks for watching. Okay. We're back here. That was Casey Choi. Talk about wisdom, collective wisdom coming out of the pandemic. Great friend of theCube, great friend of the industry doing great work there. Casey Choi. Like we are doing here on the ground at Mobile World Congress in Cloud City, as well as Adam and the team in the studio. So back to you, Adam and team.

(cheery music) >> Thanks, Adam. Thanks for everyone in the studio. Dave, we've got some great main stage CUBE interviews. Normally we'll sit at the desk, and do a remote, but since it's a virtual event, and a physical event, it's a hybrid event. We've got two amazing Google leaders to talk with us. I had a chance to sit down with Amol who was gone yesterday during our breaking news segment. They had the big news. We had two great guests, Amol Phadke. He's our first interview. He's the head of Google's telecom industry. Again, he came in, broke into our segment yesterday with breaking news. Obviously released with Ericsson, and the O-RAN Alliance. I had a great chance to chat with him. A wide ranging conversation for 13 minutes. Enjoy my interview with Amol, right now. (cheery music) Well welcome to the CUBE's coverage for Mobile World Congress, 2021. I'm John Furrier, your host of the CUBE. We're here in person as well as remote. It's a hybrid event. We're on the ground at Mobile World Congress, bringing all the action here. We're remote with Amol Phadke, who's the Managing Director of the Telecom Industry Solutions team at Google Cloud, a big leader, and driving a lot of the change. Amol, thank you for coming on theCUBE here in the hybrid event from Mobile World Congress. >> Thank you, John. Thank you, John. Thank you for having me, So, hybrid event, which means it's in person, we're on the floor, as well as doing remote interviews and people are virtual. This is the new normal. Kind of highlights where we are in this telecom world, because the last time, Mobile World Congress actually had a physical event was winter of 2019. A ton has changed in the industry. Look at the momentum at the Edge. Hybrid cloud is now standard. Multi-cloud is being set up as we speak. This is all now the new normal, what is your take? And so it's pretty active in your industry. Tell us your opinion. >> Yes, John I mean the last two years have been seismic to say the least, right? I mean, in terms of the change that the CSP industries had had to do. You know, John, in the last two years, the importance of a CSP infrastructure has never become so important, right? The infrastructure is paramount. I'm talking to you remotely over the CSP infrastructure right now, and everything that we are doing in the last two years, whether it's working, or studying, or entertaining ourselves, all on that CSP infrastructure. So from that perspective, they are really becoming a critical national global information fabric on which the society is actually depending on. And that we see at Google as well, in the sense that we have seen up to 60% increase in demand, John, in the last two years, for that infrastructure. And then when we look at the industry itself, unfortunately all of that huge demand is not translating into revenue, because as an industry, the revenue is still flat-lining. In fact, the forecasted revenue for globally, for all the industry over the next 12 months is three to five per cent negative on revenue, right? So one starts to think, how come there is so much demand over the last two years, post-pandemic, and that's not translating to revenue? Having said that, the other thing that's happening is this demand is driving significant CapEx and OPEX investments in the infrastructure, as much as eight to $900 billion over the next decade is going to get spent in this infrastructure, from our perspective, Which means it's really a perfect storm. John, We have massive demand, massive need to invest to meet that demand, yet not translating to revenue, and the crux of all this is customer experience, because ultimately all of that translates into not having that kind of radically disruptive or transformational customer experience, right? So that's a backdrop that we find ourselves in the industry, and that really sets the stage for us to look at these challenges in terms of how does the CSP industry as a whole, grow top line, radically transform CSPCO, at the same time, reinventing the customer experience and finding those capital efficiencies. It's almost an impossible problem to find solution. >> It's a perfect storm. The waves are kind of coming together to form one big wave. You mentioned CapEx and OPEX. That's obviously changing the investments of their post-pandemic growth, and change in user behavior and expectations. The modern applications are being built on top of the infrastructure, that's changing. All of this is being driven by Cloud Native, and that's clear. You're seeing a lot more open kind of approaches, IT and OT coming together, whatever you want to do, this is just, it's a collision, right? It's a collision of many things. And this positive innovation coming out of it. So I have to ask you, what are you seeing as a solution that are showing the most promise for these telco industry leaders, because they're digitally transforming, so they got to re-factor their platforms while enabling innovation, which is a key growth for the revenue. >> Yes. So John, from a solution standpoint, what we actually did first and foremost as Google Cloud, was look at ourselves. So just like the transformation we just talked about in the CSP industry, we are seeing Google being transformed over the last two decades or so, right. And it's important to understand that there's a lot Google data over the last two decades that we can actually not externalize all of that innovation, all of that open source, all of that multicloud, was originally built for all the Google applications that all of us use daily, whether it's YouTube, or email or maps, you know. Same infrastructure, same open source, same multicloud. And we decided to sort of use the same paradigm to build the telecom solutions that I'm going to talk about next, right. So that's important to bear in mind, that those assets were there, and we wanted to externalize those assets, right. There are really four big solutions that are resonating really well with our CSP partners, John. You know, number one to your point, is how can they monetize the Edge? All of this happens at the Edge. All of this gets converged at the Edge. We believe with 5G acting as the brilliant catalyst to really drive this Edge deployment. CSPs would be in a very strong position, partnering with Cloud players like ourselves to drive growth, not just for their top line, but also to add value to the actual end enterprises that are seeking to use that Edge. Let me give you a couple of examples. We've been working with industries like retail and manufacturing, to create end solutions in a post-pandemic world. Solutions like contact-less shopping, or visual inspection of an assembly line in a manufacturing plant, without the need for having a human there, because of the digitalization of workforce. Which meant these kinds of solutions, can actually work well at the Edge driven by 5G. But of course they can't be done in isolation. So what we do is we partner with CSPs. We bring our set of solutions, and we actually launch in December 30 partners that are already on our Google Cloud Solutions. And then we partner with the CSPs based on our infrastructure, and their infrastructure to ultimately bring this all to life at the end customer, which often tends to be an enterprise, whether it's a manufacturing, plant, or a retail chain. >> Yeah, you guys got some great examples there. I love that Edge story. I think it's huge. I think it's only going to get bigger. I got to ask you while I got you here, because again, you're in the industry, you're the managing director, so you have to oversee this whole telecom industry. But it's bigger, it's beyond Telecom, where it's now Telecom's just one other Edge network, piece of the pie of the surety computing, as we say. So I got to ask you, one of the big things that Google brings to the table is the developer mojo, and opensource, and scale obviously. Scale's unprecedented, everyone knows that. But ecosystems are super important, and Telco's kind of really aren't good at that, right? So, you know, the Telco ecosystem was, I mean, okay, I'd say, okay, but mostly driven by carriers and moving bits from point A to point B. But now you've got a developer mindset, public cloud, developer ecosystem. How is this changing the landscape of the CSPs and how is it changing this cloud service provider's ability to execute, because that's the key in this new world? What's your opinion? >> Absolutely, John. So, there are two things, there are two dimensions to look at. One is when we came to market a couple of years ago with AnToks, we recognized exactly what you said, John, which is the world is moving to multi-cloud, hybrid cloud. We needed to provide a common platform that the developer community can utilize through microservices and API. And that platform had to by definition, work not just from Google Cloud, but any cloud. It could work on any public cloud, can work on CSP's private cloud. And of course, supports on some Google Cloud, right? The reason was, once you deploy and cause, once as a seamless application development platform, you could put all kinds of developer apps on top. So I just talked about 5G Edge John, a minute ago, those apps can sit on Antoks, but at the same time, IT to your point, John, IT apps could also sit on the same AnToks paradigm, and network apps. So as networks start becoming Cloud Native, whether it's SRAN, whether it's O-Ran, whether it's 5G core, same principle. And that's why we believe when we partner with CSPs, we are saying, "Hey, you give this AnToks to an ecosystem of community, whether that community is network, whether that community is IT, whether the communities Edge apps, all of those can reside seamlessly on this sort of AnToks fabric, John. >> Yeah, and that's going to set the table for multicloud, which is basically cloud words for multi-vendor, multi app. Amol, I've got to ask you while I have you here, first of all, thank you for coming on and sharing your insights. It's really great industry perspective. And obviously Google Cloud's got huge scale, and great leadership. And again, you know, the big, cloud players are moving in and helping out, and enabling a lot of value. I got to ask you, if you don't mind sharing, if someone asked you, "Amol, tell me about the impact that public cloud is having on the Telco industry." What would you say? What's the answer to that? Because a lot of people are like, okay, public cloud, I get it. I know what it looks like, but now everyone's knows it's going hybrid. So everyone will ask you the question, "What is public cloud doing for the telecom sector?" >> Yeah, I think it's doing three things, John, and great question by the way. Number one, we are actually providing unprecedented amount of insights on data that the CSPs traditionally already had, but have never looked at it from the angle we have looked at it. Whether that insights are at the network layer, whether those insights are to personalize customer experiences on the front-end systems. Or whether those insights are to drive care solutions in contact centers, and so on, and so forth. So it's a massive uplift of customer experience that we can help with, right. So that's a very important point, because we do have a significant amount of leadership, John at Google Cloud on analytics and data and insights, right? So, and we offer those roads to these people. Number two, is really what I talked about, which is helping them build an ecosystem, because let's take retail as an example. As a minimum, there are five constituents in that ecosystem, John. There is a CSP, there is Google Cloud, there's an actual retail store. There is a hardware supplier, there's a software developer. All of them as a minimum, have to work together to build that ecosystem, which is where we give those solutions, right? So that's the second part. And then the third part is, as they move towards Cloud Native, we are really helping them change their business model to become a DevOps, a Cloud Native mindset, not just a Cloud Native network or IP. But a Cloud Native mindset that creates unparalleled agility and flexibility in how they work as a business. So those are the three things I would say, as a response to that question. >> And also the retail's a great vertical for Google to go in there, given the Amazon fear out there. People want this for certainly low hanging fruit. I think the DevOps piece is going to be a big, winning opportunity to see how the developers get driven into the landscape. I think that's a huge point. Amol, that's really great insight. A final question for you, while I got you here. If someone says, "Hey, what's happened in the industry since 2019?" Last time we had Mobile World Congress, they were talking speeds and feeds. Now the world has changed. We're coming out of the pandemic. California is opening up. There's going to be a physical event. The world's going hybrid, certainly on the event, and certainly cloud. What's different in the telecom industry, from, you know, many, many months ago, over a year and a half ago, from 2019? >> I would say primarily, it's the adoption of digital everywhere, which previously, you know, there were all these inhibitions and oh, would this work? Would my customer systems become fully digital? Would I be able to offer AR VR experiences? Ah, that's a futuristic thing, you know. And suddenly the pandemic has created this acceleration that says, "Oh, even post-pandemic, half my customers are always going to talk to me, via our digital channel only." Which means the way they experience us, has to be through these new experiences whether it's AR VR, whether it's some other thing or applications. So that has been accelerated John, and the CSPs have therefore really started to go to the application, and to the services. Which is why you are seeing less on, you know, speeds and feeds because 5G is here, 5G's been deployed. Now, how do we monetize 5G? How can we leverage that biggest number? So that's the biggest- >> There's down stack, and then there's a top of the stack for applications. And certainly there's a lot of assets in the telecom landscape, a lot of value, a lot of refactoring going on, and new opportunities that are out there. Great, great conversation. Well, thank you, Amol Phadka, Managing Director, Telecom Industry Solutions. Thanks for comin' on the CUBE, appreciate it. >> Thank you, John. Thank you having me. >> Okay, Mobile World Congress here, in person, and hybrid, and remote. I'm John Furrier, host of theCUBE. Thank you for watching. We are here in person at the Cloud City Expo Community Area. Thanks for watching. Okay, that was us. That was me, online. Now, I'm here in person, as you can see Dave. That's a lot of fun. I love doing those interviews. So we had a chance to grab Google's top people when we could. They're not here, obviously. Amazon Web Services, Microsoft, and Google, the three hyperscalers, Dave, didn't make it out here. They didn't have a booth, but we had a chance to grab them. And that was head of the industry marketing, and I mean the industry group. So he's like the managing door. He runs the business side. >> It's an important sector for Google. You know, Amazon was really first, with that push into telco. Thomas Curran last March, laid out Google strategy for Telco. It's a huge sector. They know it. They understand how the cloud can disrupt it, and play a massive role there. >> Yeah. >> And Google, of course. >> They're not going to object to the public cloud narrative that Danielle Royston- >> No. >> I think they like it open source, Android coming to telco. Who knows what it's going to look like? >> That's what we call digital- >> So the next interview I did was with Shailesh Shukla. He is the Senior Vice-president. He's the Senior Leader at Google Cloud for Networking. And if you know, Google, Dave, Google's networking is really well known in the industry for being really awesome, because they power obviously Google Search, and a variety of other things. They pioneered the concept of SRE, Site Reliability Engineer, which is now a de facto position for DevOps, which is a cloud now persona inside almost every company, and certainly a very important position. And so- >> Probably the biggest global network, right? Undersea cables, and- >> I mean, Microsoft's got a big hyper-scale, because they've had MSN, and bunch of other stuff, infrastructure globally. But Amazon, Google and Microsoft all have massive scale, and Google again, very well engineered. They're total, and they're as we know, I live in Palo Alto, so I can attest that they're very strong. So this next interview is really from a networking perspective, because as infrastructure, as code gets more prolific and more penetrated, it's going to be programmable. And that's really going to be a key new enabler. So let's hear from Shailesh, Head of Networking at Google Cloud, and my interview with him. (cheery music) Welcome to theCUBE's coverage of Mobile World Congress, 2021. We are here in person in Barcelona, as well as remote. It's a hybrid event. You're going to have the physical space, in Barcelona for the first time, since 2019, and virtual worlds connecting. I've got a great guest here from Google, Shailesh Shukla, Vice-president and General Manager of the Networking Team, Google Cloud. Shailesh, it's great to see you. Thank you for coming on theCUBE for the special presentation from Mobile World Congress. Obviously, the Edge networking core, Edge human devices, all coming together. Thanks for coming on. >> Thank you so much, John. It's great to see you again. And it's always a pleasure talking to theCUBE. And I want to say hello to everybody, from, you know, in Mobile World Congress. >> Yeah, and people don't know your background. You have a great history in networking. You've been there, many ways of innovation. You've been part of directly, big companies that were now known. Big names are all there. But now we haven't had a Mobile World Congress, since 2019. Think about that. That's, you know, many months, 20 something months gone by, since the world has changed in telco. I got to ask you, what is the disruption happening? Because think about that. Since 2019, a lot's changed in telco. Cloud-scale has happened. You've got the Edge developing. It's IT like now. What's your take? Shailesh, tell us. >> Yeah, John, as you correctly pointed out the last 18 months have been very difficult. And you know, I'll acknowledge that right up front, for a number of people around the world. I empathize with that. Now in the telecom, and kind of the broader Edge world, I would say that the last 18, 24 months have actually been transformative. O-RAN, it turns out was a very interesting sort of, you know, driver of completely new ways of both living, as well as working, right, as we all have experienced. I don't think that I've had a chance to see you live in 24 months. So, what we are seeing is the following. Number one, a number of telecom carriers around the world have started the investment process for 5G, right, and deployment process. And that actually changes the game, as you know, due to latency, due to all of the capabilities around kind of incalculable bandwidth, right. Much lower latency, as well as, much higher kind of enterprise oriented capabilities, right? So network's licensing, as an example, quality of service, you know, by a traffic type, and for a given enterprise. So that's number one. Number two, I would say that the cloud is becoming a lot more kind of mainstream in the world, broader world of telecom. What we are seeing is an incredible amount of partnerships between telecom carriers and cloud providers, right? So instead of thinking of those two as separate universes, those are starting to come together. So I believe that over a period of time, you will see the notion of kind of Cloud Native capability for both the IT side of the house, as well as the network side of the house is becoming, you know, kind of mainstream, right. And then the third thing is that increasingly it's a lot more about enabling new markets, new applications, in the enterprise world, right. So certainly it opens up a new kind of revenue stream for service providers and carriers around the world. But it also does something unique, which is brings together the cloud capabilities right, around elasticity, flexibility, intelligence, and so on, with the enterprise customer base that most of the cloud providers already have. And with the combination of 5G, brings it to the telecom world. And those, you know, I started to call it, as a kind of the triad, right? The triad of an enterprise, the telecom service provider, and the cloud provider, all working together to solve real business problems. >> Yeah, and it's totally a great call out there on the pandemic. I think the pandemic has shown us, coming out of it now, that cloud-scale matters. And you look at all the successes between work, play, and how we've all kind of adjusted, the cloud technologies were a big part of that, those solutions that got us through it. Now you've got the Edge developing with 5G. And I got to ask you this question, because when we have CUBE interviews with all the leaders of engineering teams, whether it's in the industry, or customers in the enterprise, and even in the telcos, the modern application teams have end-to-end visibility into the workload. You're starting to see more and more of that. You starting to see more open source in everything, right. So okay, I buy that. You got an SRE on the team, you got some modern developers, you're shifting left, you've got Devs set up. All good, all cloud. However, you're a networking guy. You know this. Routing packets across multiple networks is difficult. So if you're going to have end-to-end visibility, you got to have end-to-end intelligence on the networking. How is that being solved? Because this is a critical discussion here at Mobile World Congress. Okay, I buy Cloud Native, I buy observability, I buy open source, but I got to have end-to-end visibility for security, and workload management and managing all the data. What's the answer on the network side? >> Yeah, so that's a great question. And the simple way to think about this, is first and foremost, you need kind of global infrastructure, right? So that's a given, and of course, you know, Google with its kind of global infrastructure, and some of the largest networks in the world, we have that present, right. So that's important. Second is, to be able to abstract a way that underlying infrastructure, and make it available to applications, to a set of APIs. Right, so I'll give an analogy here. Just as you know, say 10 years ago, around 10 years ago, Android came into the market from Google, in the following way. What it did, was that it abstracted away the underlying devices with a simple kind of layer on top of operating system, which exposed APIs northbound. So then application developers can write new applications. And that actually unleashed, you know, a ton of kind of creativity right, around the world. And that's precisely what we believe is kind of the next step, as you said, on an end-to-end observability basis, right? If you can do an abstraction away from all of the underlying kind of core infrastructure, provide the right APIs, the right kind of information around observability, around telemetric, instead of making, you know, cloud and the infrastructure, the black box. Make it open, make it kind of visible to the applications. Bring that to the applications, and let the thousand flowers bloom, right? The creativity in each vertical area is so significant, because there are independent software vendors. There are systems integrators. There are individual developers. So one of the things that we are doing right now, is utilizing open source technologies, such as Kubernetes, right? Which is something that Google actually brought into the market. And it has become kind of the de facto standard for all of the container and modernization of applications. So by leveraging those open technologies, creating this common control plane, exposing APIs, right, for everything from application development, to observability, you certainly have the ability to solve business problems through a large number of entities in the systems integrator and the ISC and the developer community. So that's the approach that we are taking, John. >> I love the Android analogy of the abstraction layer, because at that time, the iPhone was closed. It still is. And they got their own little strategy there. Android went the other way. They went open, went open abstraction. Now abstraction layers are good. And now I want to get your thoughts on this, because anyone in operating systems knows abstractions are great for innovation. How does that apply to the real world on telco? Because I get how it could add some programmability in there. I get the control plane piece. Putting it into the operator's hands, how do you guys see, and how do you guys talk about the Edge service offering? What does it mean for the telco? Because if they get this right, this is going to be in telco cloud developer play. It's going to be a telco cloud ecosystem play. It's an opportunity for a new kind of telco system. How do you see that rolling out in real world? >> Great question, John. So the way I look at it, actually even we should take a step back, right? So the confluence of 5G, the kind of cloud capabilities and the Edge is, you know, very clear to me that it's going to unleash a significant amount of innovation. We are in early stages, no question, but it's going to drive innovation. So one almost has to start by saying what exactly is Edge, right? So the way I look at it, is that the Edge can be a continuum all the way from kind of an IOT device in automobiles, right? Or an enterprise Edge, like a factory location, or a retail store, or kind of a bank branch. To the telecom Edge, which is where the service providers have, not only their points of presence, and central offices, but increasingly a very large amount of intelligent RAN sites as well, right. And then the, kind of public cloud Edge, right. Where, for example, Google has, you know, 25 plus kind of regions around the world. 144, you know, PoPS, lots of CDN locations. We have, you know, few thousand nodes deployed deep inside service provider networks for caching of content, and so on. So if you think about these as different places in the network that you can deploy, compute, storage and intelligence act, right. And do that in a smart way, right? For example, if you were to run the learning algorithms in the cloud with its flexibility and elasticity, and run the inferencing at the Edge, very Edge, at the point of sort of a sale, or a point, a very consumer standing. Now you suddenly have the ability to create a variety of Edge applications. So going back to the new question, what have we seen, right? So what we are seeing, is depending on the vertical, there are different types of Edge applications, okay. So let's take a few examples. And I'll give you some, a favorite example of mine, which is in the sports arena, right? So in baseball, when you are in a stadium, and soon there are people sort of starting to be in stadiums, right? And a pitcher is throwing the pitch, right, the trajectory of the ball, the speed of the pitch, where the batter is, you know, what the strike zone is, and all of these things, if they can be in a stadium in real time, analyzed, and presented to the consumer as additional intelligence, and additional insight, suddenly it actually creates kind of a immersive experience. Even though you may be in the stadium, looking at the real thing, you are also seeing an immersive experience. And of course at home, you get a completely different experience, right? So the idea is that in sports, in media and entertainment, the power of Edge compute, and the power of AI ML, right, can be utilized to create completely new immersive experiences. Similarly, in a factory or an automotive environment, you have the ability to use AI ML, and the power of the Edge and 5G coming together, to find where the defects are, in a manufacturing environment, right? So every vertical, what we're finding is, there are very specific applications, which you can call as kind of killer apps, right in the Edge world, that over time will become prevalent and mainstream. And they will drive the innovation. They will drive deployment, and they also will drive ultimately, kind of the economics of all of this. >> You're laying out, essentially the role of the public cloud in the telco market. I'd love to get your thoughts, because a lot of people are saying, "Oh, the cloud, it's all Edge now. It's going back to on-premises." This is not the case. I mean, I've been really vocal on this. The public cloud and cloud operations is now the new normal. So developers are there. So I want you to explain real quick, the role of the public cloud in the telecom market and the Telecom Edge, because now they're working together. You've got abstraction, you mentioned that Android-like environment coming, there's going to be an Android-like effect, that abstraction. You got O-RAN out there, creating these connection points, for interoperability, for radio signals, and the End Transceivers or the Edge of the radios. All of this is happening. How is Google powering this? What is the role of public cloud in this? >> Yeah, so let me first talk about genetically the role of public cloud. Then I'll talk about Google, okay, in particular. So, if at the end of the day, the goal here is to create applications in a very simple and efficient manner, right? So what do you like, if you look for that as the goal, then the public cloud brings, you know, three fundamental things. Number one, is what I would call as elasticity and flexibility, right? So why is this important? Because as we discussed earlier, Edge is not one place, it's a variety of kind of different locations. If there is a mechanism to create this common control plane, and have the ability to kind of have elastic compute, elastic networking, elastic storage, and have this deployed in a flexible manner. Literally if you think, think about it like an effortless Edge is what we are starting to call it. You can move workload and capability, and run it precisely where it makes sense, right? Like I said, earlier, training and learning algorithms in the deep cloud. Inferencing, at the very edge, right? So if you can make that decision, then it becomes very powerful. So that's the first point, you know, elasticity and flexibility that cloud can bring. Second is, intelligence. The whole notion of leveraging the power of data, and the power of AI and ML is extremely crucial for creation of new services. So that's something that the public cloud brings. And the third is this notion of, write once, deploy anywhere, right? This notion of kind of a full stack capability that when open, kind of developer ecosystem can be brought in, right? Like we talked about Kubernetes earlier. So if there's a way in which you can bring in those developer and ISV ecosystem, which is already present in the world of public cloud, that's something that is the third thing that public cloud brings. And Google strategy very simply, is to play on all of these, right? Because we, you know, Google has incredibly rich deployment experience around the world for some of the largest services on the planet, right? With some of the biggest infrastructure in the networking world. Second, is we have a very open and flexible approach, right? So open as you know, we not only leverage kind of the Kubernetes environment, but also there are many other areas, Key Native, and so on where Google has brought a lot of open kind of capabilities to the broader market. And the third, is the enablement of the ecosystem. So last year we actually announced 200 applications, you know, from 30 ISVs in multiple verticals that we're now going to be deployed on Google Cloud, in order to solve specific business pain points, right. And building out that ecosystem, working with telecom service providers, with systems integrators, with equipment players, is the way that we believe Google Cloud can make a difference in this world of developing Edge applications. We are seeing great traction, John, you know, whether it is in the carrier world. Carrier such as Orange, Telecom Italia, TELUS, SK Telecom, Vodafone. These have all publicly announced their work with Google Cloud, leveraging the power of data, analytics, AI ML, and our very flexible infrastructure. And then a variety of kind of partners and OEM players, in the industry. As an example, Nokia, right, Amdocs, and Netcracker, and many others. So we are really excited in the traction that we are getting. And we believe that public cloud is going to be a key part of the evolution of the telecom industry. >> Shailesh, it's great to have you on. Shailesh Shukla, VP and GM of Networking at Google Cloud. And I would just add to that final point there, that open and this Android-like open environment is going to create a thousand flowers to bloom. Those are new applications, new modern applications, new companies, a new ecosystem in the Telco Cloud. So congratulations. Thanks for coming on and sharing your insights. Google Cloud, you guys are about the data, and being open. Thanks for comin' on. >> Thank you, John. Good to talk to you. >> Okay, so keeps coverage of Mobile World Congress. Google Cloud, featured interview here on theCUBE. Really a big part of the public cloud is going to be a big driver. Call it public cloud, hybrid cloud, whatever you want to call it. It's the cloud, cloud and Edge with 5G, making a big difference and changing the landscape, and trying innovation for the telco space. I'm John Furrier, your CUBE host. Thanks for watching. Okay, Dave, that's the Google support. They are obviously singing the same song as Danielle Royston, every vertical. >> Two great interviews, John. Really nice job. We can see the tech. The strategy is becoming more clear. You know, one of the big four. >> Yeah, I just love, these guys are so smart. Every vertical is going to be impacted by elastic infrastructure, AI, machine learning, and this new code deployment, write once, deploy anywhere. That's theCUBE. We love being here it's a cloud show now. Mobile World Congress, back to the studio for more awesome Cloud City content.

>>from around the globe. It's the >>cube >>With digital coverage of IBM think 2021 >>brought to you by IBM. Welcome back to the cubes coverage of IBM Think Virtual 2021. I'm john for your host of the cube. Got three great guests here talking about IBM cloud satellite and AI operations, Lori G O G M of Global SisQo Alliance, Matthew, Engelstad, IBM partner. Lead client partner for Canada financial services and cooper on Kent Asami VP of personal insurance. That economical insurance folks. Thanks for coming on the cube. This great panel on cloud satellite and Ai Ops. Thanks for joining me. >>Thank you. Thank you. Thank you john. Good to see you. >>Well, first let's start with you. There's a general manager for the IBM Cisco Strategic Partnership. Tell us more about the relationship as cloud has become hybrid. It's pretty much determined that's the standard and multi clouds right around the corner. The program ability of the infrastructure is critical and so obviously you can see the modern applications are doing that take us through the IBM Cisco strategic partnership. >>Mhm. Absolutely. So john as you know, and we've talked in the past, it's a 25 year relationship between IBM and Cisco longstanding. Now if you look at Cisco in the past, they've really been known as a networking and hardware company, but with the evolution of Cisco and how they're changing, they're really switching to be more around supporting technology and in the services and software areas. With that change coupled with Kendrell, our spin off of what we were previously calling Newco, we have an opportunity now to refocus all of the work that we're doing as IBM and Cisco going forward. You couple that with the red hat acquisition that we did almost two years ago, we've got a three way partnership here that's really bringing a lot of value to the marketplace. Now, when you look at that from a hybrid cloud perspective, we announced our satellite product which is built on top of Cisco technology with IBM in that as well. And then really taking the security elements of what Cisco does and bringing all this into the fold around that hybrid cloud solution. So we're super excited about this >>real quick. Why have you brought up a couple key points? I just want to get too. I know we're gonna get to it later, but the operating model has shifted, you mentioned with the new co and these relationships, ecosystem relationships and network effect, not just like packets, but like businesses and mps are critical. This new cloud operating model is really a center of of that. That that equation, how does that relate into all that? >>So, the, you know, these operating models and how we're going to market here is changing dramatically and you take what Cisco is doing and you know, we've got a client here with us Today programme who's going to talk about what they're doing with some of this technology. But really taking that at the core of how do you bring value at the client, what are they doing to get that hybrid cloud solution put into place And then what are all those surrounding elements around software managing the apps and things that we need? This is where IBM and Cisco coupled together. Really bring value >>cooper. You got teed up beautifully there so I want to go to you then go to Matthew after but okay, tell us more about this IBM. Cisco dynamic. You guys are hot growth company um doing very well and continuing to grow and sure, post pandemic. It's looking good too. So take us through why you decided to engage IBM and Cisco? >>Sure, sure john thank you. Um you know, to appreciate how we got here and why? We asked IBM and Cisco to help us. Let me first start by providing some background. Our journey started back in 2016 when we launched Sonnet and M. V. P. Uh Sonnet is a fully automated director customer digital channel where customers can quote and buy home and all of his online without the need to engage anyone at economical. Then in 2018, we launched by another m. v. p. Wine is our simplified self serve and digitized broker channel where broker partners can quote and buy home and auto insurance policies for their customers again, without the need to engage anyone at economical. Both uh some wine have won awards for innovation and both have been industry disruptors. You know, after launch we heightened our focus on enhancing business functionality and user experiences, given that we had started with MVPs, it made sense for us to put a lot of emphasis on enhancements initially. And you know, we maintained platform level monitoring capabilities at a macro macro level. We we and and the way we did the enhancement where we stood up agile pods, you know, focused on very specific business mandate. This approach delivered design results for our business. But as our excitement grew for our upcoming I. P. O. And our business started ramping up their growth plans. We needed to increase our focus on fine tuning key components which included enhancing our focus on stability and predictability for our sonnet and wine platforms. And we needed the ability to look deeper and get into the micro level so that we can monitor the pulse of uh you know, every component of our users journey uh across both solid and wine. And we need to help with this. And this is where we engage idea Francisco to help us through this journey >>on that vision real quick. How does the A. I. Fit in more on the automation side or on the upside? I mean I can imagine what that growth in the I. P. O. You're thinking automation I'm assuming. Can you elaborate quickly? >>Absolutely. So I mean if you think about it, it's a lot of data that we get like it's all digitized so we have a lot of data in there and this is where you know the ability to be able to actually mined that data and actually be taking proactive steps in terms of predicting having predictability and all that. That's where the Ai Ops comes in but that's part of our journey through this. >>Yeah that's good. I mean the theme here is transformation is the innovation at scale. Matthew, you lead the financial services division in Canada. What are you seeing as the hot topics uh with your clients and how are you responding? House IBM participating? >>Yeah, absolutely. And cooper and was touching on on this from economical perspective, they already have two leading digital solutions in market with Sonnet on the retail customer side in vine with their broker network. But what we're seeing even more so in the past year or so of the pandemic is a dramatic acceleration of that and then digital experience. So our clients and their customers are expecting digital native solutions that are contextually personalized, highly secure and always available or extremely resilient. Right? That obviously plays into IBM's capabilities and our joint capabilities with our partner ecosystem such as Cisco appdynamics around high hybrid, multi cloud and AI. >>So, if you don't mind if I don't mind following up on that app dynamics point, um can you tell me a little bit more about how that solution played out and how that involved? >>Yeah, absolutely. So first off this was based again on our longstanding relationship with Cisco appdynamics that laura was speaking about and then unique to what cooper and and economical was seeking. Of stitching together the data footprint across the infrastructure architecture. But leveraging data in a business context. And I think that is the unique value that app dynamics brings to this scenario here is a market leading solution that does bring together those multiple datasets, but contextual ISeS them in a business context. So you can understand from a user perspective that end to end journey right from initiation in the application all the way through the technical infrastructure and it becomes very preventative uh in terms of identifying and resolving potential issues before they even occur. >>So empty and this IBM services worked well together right there. That's your key point, right? That's >>absolutely. And that's the point is bringing to bear the best combination of, of solutions and services on behalf of our customers set. And this is where appdynamics and IBM uh, and our other partners work incredibly well together. >>We'll talk about the dynamics. Again, this is again, this highlights the point of the better together combination here with the Cisco relationship and the IBM evolution you mentioned, um what can other clients expect? I mean, this is gonna be the playbook. I mean you got the cloud satellite take us through what this means. What does all this mean? >>Yeah, absolutely. I'll start and maybe even laura can can add as as needed, but from an IBM perspective, absolutely. We're gonna work with our partner ecosystem um in the hybrid, multi cloud world. So uh we've really evolved whether it's IBM cloud aws as some of our clients, including economical and others Microsoft, Azure, um google. Uh It is about bringing those together regardless of strategic decisions made on cloud platform, but understanding how the applications play together and again, stitching together the data across those applications sets to drive value out of it. Uh This is where we're really seeing the evolution of IBM in our partner ecosystem and the evolution of IBM services as well. Awesome. >>Yeah. And if you really look at what Cisco is trying to do, um they've declared they're going to be in this hybrid cloud space. They bring elements to the solution. When you look at networking we look at some of the security and then when we start looking at how this combines with edge technology, we really start getting combinations between the IBM technology, the Cisco technology and how that completes a picture in a solution for a client. >>I love the end to end story, actually hybrids, distributed computer in my mind and now you've got multi club, it's just subsystems and all gonna have to be operated together and the software all makes that happen. I could see tons of headroom opportunity there cooper and talk about what you guys are seeing as results now because this is where you start to see uh the conversation shift too. It's not just go to the cloud anymore, it's make the cloud operational on all environments. That's really people want to see, can you share what you're seeing as a result? And where do you go from there? >>Yeah, absolutely. Um you know what's awesome about all of this is first of all, in a very short time, the team which really was composed of a cross functional and the highly collaborative group of people, uh they've already delivered some key pieces that are giving us line aside into what's going on for our business solution and you know, the implemented uh scope is already detecting symptoms and allowing us to be very proactive and it is also helping us to complete root cause analysis faster, helping us reduce defect linkage through a quality assurance practices. So, you know, for us, as I mentioned earlier, this is a journey like, you know, unlike traditional approaches where um implementations are driven by predetermined scope, we are changing the mindset specifically because we're using a lot of telemetry and continuous discovery in helping transform how our platform is important. You know, it has become part of our philosophy where business and technology are now working closer together and our vision is to navigate yeah continuously towards having a highly automated monitoring solution that leverages cognitive insights and intelligence. So you know to be able to have a robust self healing capability and this is where it kind of ties with the whole cloud capability because now you can actually enable the self self healing capabilities and with afghan um is bringing in the uh uh dynamic capture of issues happening and things like that. And if you kind of step back a bit and if you think of this approach, this is no different than how we envisioned and how we implemented both Summit and Wine where it was a fully digitized end to end solution that provides services and value for excuse me for our customers. Right? So hopefully that changes the picture. >>That's awesome. Great insight, Laura Matthew Gordon? Thanks for coming on the cube in the last minute that we have, let's go down the line laura Matthew cooper on. We'll start with you guys. What's the bottom line for IBM and Cisco relationship with the cloud satellite and a I guess what should people walk away with? What's the bumper sticker? What's the summary? >>So as IBM invest more and more in these strategic cloud hybrid cloud solutions industry focused, it's really bringing an industry focused solution to clients without us having to reinvent that every time. And as you heard from from Kobrin here, I mean we're bringing that value to our customers. >>All right Matthew, >>yeah, I just like to add and this is a great example here of being able to co innovate and collaborate with our partners and with our clients, economical in this case to evolve these solutions And as cooper and had stated, uh, this is the first step in a journey here and there's lots of exciting things to come, >>come on, take us home. Final word. >>Thank you. What I would say is what we've learned from. This is really uh, standing this up more like a garage style kind of situation where you can actually get something going rapid and you get business results and you start seeing RY very quickly. So that's the benefit. I've >>seen some great points. IBM and Cisco better together this ecosystem. The co creation, the new network effects is the new dynamic in the marketplace. This is the table stakes. Thanks for coming on. Thanks for sharing the insight. Thanks for coming. Thank you. Appreciate it. >>Thank you. Thanks a lot john >>Okay. IBM think 2021. I'm John for with the Cube. Thank you for watching. >>Mm

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 Special coverage sponsored by AWS Global Partner Network. Right. Welcome back to the cubes. Live coverage of AWS reinvent 2020 were virtual this year. We're not in person. We have to do it remote but the Cuba's virtual And I'm John for your host here with Cube Virtual next guest, Sarah Cooper, who is the general manager of the i o T Solutions with a W s. Sarah. Great to see you. Eso you last year in person. In real life, now we're remote. But thanks for coming on. Thank you. >>Thanks, John. Always good to be on the Cube and great to see you again. I don't know how many years it's been from our initial meeting, but it's been a few. >>Well, we gotta we gotta cube search engine. You were on in 2016, but we saw each other last year on when we're riffing on the i o t. News. A lot of great stuff. I mean, from Speed Racer all the way down through all the industrial stuff. Even more this year. But two things that jumped out at me this year. War is the carrier keynote and also the BlackBerry kind of automotive thing again speaks to kind of two megatrends. Obviously, automotive will get to a second, but the carrier announcement was really interesting. You guys did this thing and I was so impressed with the cold chain, uh, product. It was the connected cold chain. It was called, Um, this is where the carrier, which is known for air conditioning This is critical I o t devices that stays with the vaccines involved. Take a minute to explain what the cold chain connected cold chain project waas. >>Yeah, absolutely. So. So we worked closely and are working closely with Carrier on on a product called Links Now Cold chain. Um, as Dave Gitlin, the CEO of Carrier, described in Andy's keynote eyes about moving perishable goods, things that need certain temperature ranges from point A to point B and that usually it sounds simple. Uh, that's not quite so simple. It's usually you know, least you know, 5 to 25 hops, sometimes as much as 40. Andi zehr these air partial goods This is food. This is medicines. This is vaccines. Very hot topic at the moment. And today you know you're moving between ships and those big tractor trailers, and you've got warehouses with refrigeration units and you've got retail grocery stores with refrigeration units thes air, all different data sources that are owned by different. You know, members of that supply chain that value chain and to end. And so what links does is it pulls the data from all of the curier equipment and then pulls that data and looks across all of this information, using things like machine learning to draw inference and relationship and then be allows us to be able to make smart recommendations on things like routes. Or, if you know, a particular produce might need to stop before its original event to make sure it's got long shelf life. It allows us basically to provide that transparency and toe end, which is so difficult because of the number of players. And it's in part due to curious breath of products. And then, you know, with AWS, we're bringing the digital technology side. We got the i o t. The M l. A lot of big data processing pieces, eh? So we're really excited about that. I have to say It's one of the easiest projects to hire for when you talk about making sure that we're able to reduce food waste from the current 30 to 40% or that we're working on making sure that vaccines are efficacious by the time that they get a vaccination site, engineers sign up pretty quickly. >>You know the cliche. You know, mission driven companies. They're always kind of like people love the work for mission driven companies. In this case, you have a project and group that literally is changing the world. If you think about just the life savings on the on the on the vaccine side, that's obvious. We all can relate to that now with covert on full display. But just in terms of energy consumption, on food, ways to perishables if you get the costs involved to society, hunger around the world. Uh, just >>food is >>just wasted, and there are people starving, right? So when you start looking at this as an instrumentation problem, right, it gets really interesting. So you mentioned supply chain value chain. This is I o t potentially, even Blockchain again. This is a key change. The world area. You guys have a multi year deal with Carrier, So validation. What does that mean? Specifically, you guys gonna provide cloud services? Um, what's that all mean? >>Yeah. So we were bringing our engineering talent as this carrier. This is a code development, so we're actually jointly developing together. They bring a lot of the domain expertise they bring, you know, years and years of experience in refrigeration, Um, and in, you know, track and trace of these products. And we bring engineers who have vast experience at scale in these kinds of inference, challenges and and data management and data quality. And so it's really kind of bringing the best of both worlds. And you see this happening more and more. I think in general, where you've got a company like AWS that has strong digital expertise and a history of product innovation, working with customers that are very innovative themselves, but typically have been innovative in in, you know, traditional hardware products and the two worlds coming together to make sure that we can really solve some of the big challenges that are facing our society today. And, um, again, you know, it's great to wake up in the morning and get to work on a project that has that kind of impact. >>Well, before we move on to the whole BlackBerry automotive thing, which is another whole fascinating thing share something that people might not know about this carrier project. That's important. Um, whether it's something anecdotal, something that you know, Um, that's important. What, what what's what's What else is there that's game changing that you think is important to point out? >>Yeah, you know, I don't know that when we first started working with Carrier on on scoping this project that I had really thought through all the different players that are touched by cold chain. Um, certainly we've got a number of them within Amazon with our our fulfillment technologies and our grocery stores. That that's logical. Um, you think about the shippers and people who are out, you know, um, farming. And you know, I mean, crabmeat is something that moves in these big refrigerated containers, but actually there's there are transportation companies. There's drivers of these big rigs that need to make sure that they're being that they have fuel consumption management. You've got customers, you know, really kind of throughout that piece, freight forwarders. And so really the breath of the people that are touched, not just you and I is consumers of of perishable goods and fruits and produce on DNA medicines, but also really, that full end to end ecosystem on that's That's both the exciting part from A from a business standpoint, but also the exciting part from the technology stand. >>Well, it's great work, and I applaud you for it's one of those things where foodways isn't just a supply chain impacts the rest of the world because you're more efficient. You could distribute food, toe other places where people are hungry and just its overall impact is huge trickle effect. So impact is huge. Okay, now let's talk about the automotive peace. Because last year we had on the Cube folks from BlackBerry and remember them came on like BlackBerry. Isn't that the phone that went extinct by the iPhone? No, no. There's a whole nother io ti automotive thing around. Ivy Ivy? Why intelligent vehicle data platform? You guys just announced a multiyear agreement with them to develop that product combined with some of the I O. T and machine learning. Could you take him in to explain what this relationship is. What does it mean? What does it mean for the industry? >>Yeah, it's It's similar to the carrier relationship. You know we are. We're engineering together. Um, in this instance Q and X, which is a division of BlackBerry, is in 175 million vehicles. I mean, just think about that. They're running under the covers, and they are. They are a safety security layer and a real time operating system. So you know, when you think about all of the products, really end end in Q and X isn't just in automotives. It's in nuclear power plants. It's in manufacturing automation. It's one of those products that that you probably benefit from, but you didn't know it. Um, and in the automotive space, it's the piece that manages the safety certified layers of data coming off of sensors in the car. And so, fundamentally, what we're doing with Ivy is we're up leveling that information today. If you think about a car, you've got 1500 suppliers that are all providing parts into that far, which means that different makes and models have different seats. Sensors to give you wait in the back, you know, seat as an example. And so if do you want to write an application that tries to determine if that weight in the back seat is your dog or not, my dog happens to be bothering me at the moment. Z. >>That's one of the benefits of working at home. You know? >>Absolutely. So we'll use him as an excuse here. But if you want to know if that's a dog on the back seat, um, being able Thio, then figure out the PC electric measurements and the algorithms, um means you have to know what sensors air in that back seat, which means you got to write essentially an application Pir sensor manufacturer for vehicle make and model That doesn't work so fundamentally What Ivy does, is it? It abstracts away the differences between the vendors and then it up levels information by using machine learning and analytics running in the car. To be able to allow a developer to say, you know, a P I. Is there a dog in the car like How simple is that? I don't have to figure out what the weight measurement is. I don't know. I have to know if there's cameras in the car or if there's some other way to know. If the dog I just need to ask, Is there dog in the car? And the A P. I, for my view, will tell you yes, No, or I don't know, you know, because sometimes there isn't the technology to know that. And then the application developer can then use that information to build delightful experiences, things that make your dog behave, hopefully, things that might help protect them on a hot day. Um, you know, in things where you know that if there's a child in the car, you don't play explicit lyrics. If they're fighting in the back seat, you make sure that the cartoons go off until they behave themselves and cartoons come back on. There are lots of in vehicle experiences that can be enabled by this as well as vehicle operations. So, you know, being able to do >>yeah and all that stuff. >>Yeah, Selective recalls making sure that Onley cars that are actually affected need to come in and making sure that that you know, that's that's quantified and that, you know, it is actually safe to drive to the point of recall. All of that could be done on a vehicle by vehicle basis. >>So are you competing with car companies now? >>No, fundamentally, the oe EMS are the Are the companies that that the car manufacturers are those that end up delivering this capability and they own the data. You know, this isn't something where BlackBerry or A W S owns the data the auto manufacturers dio so it's there platforms to make a delightful experience out of, um, we're just helping to make sure that that's as easy as possible and opening up. You know, the potential innovation so that it's, you know, it's certainly their developers internally. But if they want take advantage of the millions of AWS developers now, they could do that. >>Sarah, Great to have you on one of the things. I just want a final questions or final point. Let's get your reaction to Is that it seems to me with the cloud in this post covert scale error when you start to get into edge, um, you know, industrial I o t. You hear things like instrumentation supply chain, these air buzzwords, these air kind of characteristics all kind of in play. But the other observation is partnerships, arm or co engineering. Co development vibe. Is that just unique? Thio what you're doing? Or do you see this as kind of as a template for partnering? Because when you start to get these abstraction layers, the heavy lifting can be under the covers. You have this enablement model. What's your quick take on this? >>Yeah, I think we talk about undifferentiated heavy lifting, a lot of Amazon on defunding mentally. That's different for each industry. And he talked about that. His keynote. And so I think you know you'll see more and more co development and co engineering coming from from companies across when we have big technical challenges and these air complex problems to solve it takes a village >>awesome. Sarah Cooper Thanks for coming on GM of Iot. TIF Solutions A. The best to great success stories. The carrier and Blackberry, one Automotive with Black Braids operating system that powers the safety and for cars and, hopefully, future of application, development and carrier, with the cold connected chain delivering perishable goods, vaccines and food. Changing the game. That's a game changer. Thanks for coming on. >>Thanks, John appreciate. Always good to see you. >>Okay. Cube coverage. Jump shot for your host. Stay with us from or coverage throughout the day and all next couple weeks. Thanks for watching. Yeah. Mhm.

>>from around the globe. It's the Cube with digital coverage of workplace next made possible by Hewlett Packard Enterprise. >>Hello, everyone. We're here covering workplace next on the Cube For years, you know, we've talked about new ways to work, and it was great thought exercise. And then overnight the pandemic heightened the challenges of creating an effective work force. Most of the executives that we talked to in our survey say that productivity actually has improved since the work from Home Mandate was initiative. But, you know, we're talking not just about productivity, but the well being of our associates and managing the unknown. We're going to shift gears a little bit now. We've heard some interesting real world examples of how organizations are dealing with the rapid change in workplace, and we've heard about some lessons to take into the future. But now we're going to get more practical and look at some of the tools that are available to help you navigate. The changes that we've been discussing and with me to talk about these trends related to the future of work are are are Qadoura, who's the vice president of worldwide sales and go to market for Green Lake at HP Sadat Malik is the VP of I O t and Intelligent Edge at HP and Satish Yarra Valley is the global cloud and infrastructure practice Head at Whip Probe guys welcomes. Good to see you. Thanks for coming on. >>Thanks for having us. >>You're very welcome. Let me start with Sadat. You're coming from Austin, Texas here. So thank you. Stay crazy. As they say in Austin, for the uninitiated, maybe you could talk a little bit about h p E point. Next. It's a strategic component of H p. E. And maybe tell us a little bit about those services. >>Thank you so much for taking the time today. Appreciate everybody's participation here. So absolutely so point Next is HP Services on. This is the 23,000 strong organization globally spread out, and we have a very strong ecosystem of partners that be leveraged to deliver services to our customers. Um, our organization differentiates itself in the market by focusing on digital digital transformation journeys for our customers. For customers looking toe move to a different way off, engaging with its customers, transforming the way its employees work, figuring out a different way off producing the products that it sells to. His customers are changing the way it operationalize these things. For example, moving to the cloud going to a hybrid model, we help them achieve any of these four transformation outcomes. So point next job is toe point. What is next in this digital transformation journey and then partner with our customers to make that happen? So that's what we do. >>Thank you for that. I mean, obviously, you're gonna be seeing a lot of activity around workplace with shift from work from home, changes in the network changes in security. I mean the whole deal. What are some of your top takeaways that you can share with our audience? >>Yeah, they're >>so a lot has been happening in the workplace arena lately. So this is not new, right? This is not something that all of a sudden side happening when Kobe 19 hit, uh, the digital workplace was already transforming before over 19 happened. What over 19 has done is that it has massively accelerated the pace at which this change was happening. So, for example, right remote work was already there before over 19. But now everybody is working remotely so, in many ways, the solution that we have for remote work. They have been strained to appoint, never seen before. Networks that support these remote work environments have been pushed to their limits. Security was already there, right? So security was a critical piece off any off the thinking, any of the frameworks that we had. But now security is pivotal and central. Any discussion that we're having about the workplace environment data is being generated all across the all across the environment that we operated, right? So it's no longer being generated. One place being stored. Another. It's all over the place now. So what Kobe, 19 has done is that the transformation that was already underway in the digital workplace, it has taken that and accelerated it massive. The key take away for me is right that we have to make sure that when we're working with our customers, our clients, we don't just look at the technology aspect of things. We have to look at all the other aspect as well the people in the process aspect off this environment. It is critical that we don't assume that just because the technology is there to address these challenges that I just mentioned. Our people and our processes would be able to handle that as well. We need to bring everybody along. Everybody has different needs, and we need to be able to cater to those needs effectively. So that's my biggest take away. Make sure that the process and the people aspect of things was hand in glove with the technology that we were able to bring to bear here. >>Got it. Thank you. So, ah, let's go to San Francisco, bringing our war to the conversation. You're one of your areas of focus is is HP Green Lake. You guys were early on with the as a service model. Clearly, we've seen Mawr interest in cloud and cloud like models. I wonder if you could just start by sharing. What's Green Lake all about? Where does it fit into this whole workplace? Next, Uh, conversation that we're having? >>Yeah, absolutely. Um HP Green lake effectively is the cloud that comes to your data center to your Coehlo or to your edge, right? We saw with Public Cloud. The public cloud brought a ton of innovations, um, into the sort of hyper scale model. Now, with HP. What we've done is we've said, Look, customers need this level of innovation and this level of, you know, pay as you go economics the, you know, management layer the automation layer not just in a public cloud environment, but also in our customers data center or to the other potential edges or Coehlo scenarios. And what we've done is we've brought together Asada just mentioned the best of our point next services our software management layer as well as H. P. E s rich portfolio of hardware to come together to create that cloud experience. Um, of course, we can't do this without the rich ecosystem around us as well. And so everything from you know, some of our big S I partners like we bro, who also have the virtual desktop expertise or virtual desk that then come together to start helping us launch some of these new workloads supported cloud services such as D. D i eso for my perspective, v. D. I is the most important topic for a lot of our customers right now, especially in sectors like financial services, um, advanced engineering scenarios and health care where they need access to those, uh to their data centers in a very secure way and in a highly cost optimized way as well. >>Well, okay. Thank you. And then let's let's bring in, uh, petition talk a little bit about the ecosystem. I mean, we're pro. That's really kind of your wheelhouse. We've been talking a lot on the cube about moving from an industry of point products to platforms and now ecosystem innovation, Uh, are are mentioned VD I we saw that exploding eso teach. Maybe you could weigh in here and and share with us what you're seeing in the market and specifically around ecosystem. >>As we all know, the pandemic has redefined the way we collaborate to support this collaboration. We have set up huge campuses and office infrastructure In summary, our industry has centralized approach. Now, the very premise of the centralization bringing people together for work has changed. This evolving workspace dynamics have triggered the agency to reimagine the workspace strategy. CEO, CEO S and C H R ose are all coming together to redefine the business process and find new ways off engaging with customers and employees as organizations embrace work from home for the foreseeable future. Customer need to create secure by design workspaces for remote working environments. With the pro virtual disk platform, we can help create such seamless distal workspaces and enable customers to connect, collaborate and communicate with ease from anywhere securely. They're consistent user experience. Through this platform led approach, we are able to utter the market demands which are focused on business outcomes. >>Okay, and this is the specifics of this hard news that you're talking about Video on demand and Citrix coming together with your ecosystem. H p E were pro and again, the many partners that you work with is that correct? >>Well, actually, Dave, we see a strong playoff ecosystem partners coming together to achieve transformative business outcomes. As Arbor said earlier, HP and Wipro have long standing partnership, and today's announcement around HP Green Lake is an extension off this collaboration, where we provide leverage HP Green Leg Andre Pro, which elders platform to offer video as a service in a paper user model. Our aim is to enable customers fast track there. It is still works based transformation efforts by eliminating the need to support upfront capital investments and old provisioning costs while allowing customers to enjoy the benefit off compromise, control, security and compliance. Together, we have implemented our solution across various industry segments and deliver exceptional customer experiences by helping customer businesses in their workspace. Transformation journeys by defining their workspace strategy with an intelligent, platform led approach that enables responsiveness, scalability and resilience. It's known that Wipro is recognized as a global leader in the distal workspace and video I, with HP being a technology leader, enabling us with high level of program ability on integration capabilities. We see tremendous potential to jointly address the industry challenges as we move forward. >>Excellent. Uh, sad. I wanna come back to you. We talk a lot about the digital business, the mandate for digital business, especially with the pandemic. Let's talk about data. Earlier this year, HP announced the number of solutions that used data to help organizations work more productively safely. You know, the gamut talk about data and the importance of data and what you guys were doing there specifically, >>Yeah, that's a great question. So that is fundamental to everything that we're doing in the workplace arena, right? So from a technology perspective that provides us with the wherewithal to be able to make all the changes that we want to make happen for the people in the process side of things. So the journey that we've been on this past year is a very interesting one. Let me share with the audience a little bit of what's been going on on the ground with our customers. Um, what's what's been happening in the field? So when the when Kobe 19 hit right, a lot of our customers were subjected to these shutdown, which were very pervasive, and they had to stop their operations. In many cases, they had to send their employees home. So at that point, HB stepped in the point. Next organization stepped in and helped these customers set up remote work out options, which allowed them to keep their businesses going while they handle these shutdowns. Fast forward. Six months and the shutdown. We're starting to get lifted and our customers were coming back to us and saying to us that Hey, we would now like to get a least a portion off our workforce back to the normal place of work. But we're concerned that if we do that, it's gonna jeopardize their safety because off the infection concerned that were there. So what we did was that we built a cities or five solutions using various types of video analytics and data analysis analysis technologies that allowed these customers to make that move. So these five solutions, uh, let me walk, walk our customers and our clients and audience through those. The first two of these solutions are touchless entry and fever detection. So this is the access control off your premise, right? So to make sure that whoever is entering the building that's in a safe manner and any infection concerned, we stop it at the very get go once the employees inside the workplace, the next thing that we have is a set of two solutions. What one is social distance tracing and tracking, and the other one is workplace alerting. What these two solutions do is that they use video analytics and data technology is to figure out if there is a concern with employees adhering to the various guidelines that are in place on alerting the employees and the employers if there is any infringement happening which could risk overall environment. Finally, we realized right that irrespective off how much technology and process we put in place. Not everybody will be able to come into the normal place of work. So what we have done is that the first solution that we have is augmented reality and visual remote guidance. This solution uses a our technologies allow. People were on site to take advantage of the expertise that resides offsite to undertake complex task task, which could be as complex as overhauling a machine on ah factory floor using augmented reality where somebody off site who's an expert in that machine is helping somebody on site data has become central to a lot of the things that we do. But as I said, technology is one aspect of things. So ultimately the people process technology continuum has to come together to make these solutions real for our customers. >>Thank you, Arwa. We just have just about 30 seconds left and I wonder if you could close on. We're talking about cloud hybrid. Uh, everybody's talking about hybrid. We're talking about the hybrid workplace. What do you see for the for the future over the next 2345 years? >>Absolutely. And I think you're right, Dave. It is, ah, hybrid world. It's a multi cloud world. Ultimately, what our customers want is the choice and the flexibility to bring in the capabilities that drive the business outcomes that they need to support. And that has multiple dimensions, right? It's making sure that they are minimizing their egress costs, right. And many of our on Prem solutions do give them that flexibility. It is the paper use economics that we talked about. It is about our collective capability as an ecosystem to come together. You know, with Citrix and NVIDIA with R s I partner we pro and the rich heritage of HP es services as well as hardware to bring together these solutions that are fully managed on behalf of our customers so that they can focus their staff their i t capabilities on the products and services they need to deliver to their customers. >>Awesome. Guys, I wish we had more time. We got to go day volonte for the cube. Keep it right there. Lots of great more content coming your way. >>Yeah,

>>from around the globe. It's the Cube covering HP. Discover Virtual experience Brought to you by HP. >>Welcome to the Cube's coverage of HP Discover 2020 Virtual Experience. I'm Lisa Martin, and I'm pleased to be joined by two guests from HP longtime partner Tech Data. We have calling Blair the vice president of sales and marketing of I. O. T. And Data Solutions and David Smith, H P E Pre Sales Field Solutions are common. And David, Welcome to the Cube. Thanks, Lisa. Great to see. So let's start with the calling. HP and Technical have been partners for over 40 years, but tell our audience a little bit about tech data before we get into the specifics of what you're doing and some of the cool I o. T. Stuff with HP. I >>think that the Tech data is a Fortune 100 distributor. We continued to evolved to be a solutions aggregator in these next generation technology businesses. As you've mentioned, we've been serving the I T distribution markets globally for for 40 plus years, and we're now moving into next generation technologies like Wild Analytics, I O. T and Security bubble Lifecycle Management services. But to be able todo position ourselves with our customer base and the needs of their clients have. So I'm excited to be here today to talk a little bit about what we're doing in I, O. T. And Analytics with David on the HPC side >>and in addition to the 40 plus years of partnership calling that you mentioned that Detected and HP have you've got over 200 plus hp. Resource is David, you're one of those guys in the field. Talk to us about some of the things that you're working on with Channel Partners Table David to enable them, especially during such crazy times of living and now >>absolutely, absolutely so. What we can do is we can provide strong sales and technical enablement if your team, for example, wants to better understand how to position HP portfolio if they require assistance and architect ing a secure performance i o t. Solution. We can help ensure that you're technical team is fully capable of having that conversation, and it's one that they're able to have of confidence, weaken validate the proposed HP solutions with the customers, technical requirements and proposed use case. We can even exist on a customer calls, if it would, would benefit our partner to kind of extend out to that. We also have a a a deep technical bench that Colin can speak to in the OT space toe lean on as well. For so solution is that kind of span into the space beyond where HP typically operates, which would be edge, compute computing and network. Sic security. >>Excellent call and tell me a little bit about Tech Data's investments in I o. T. When did this start? What are you guys doing today? >>Sure, we started in the cloud space. First tackle this opportunity in data center modernization and hybrid cloud. That was about seven years ago. Shortly thereafter we started investing very materially in the security cyber security space. And then we follow that with Data Analytics and then the Internet of things. Now we've been in those spaces with our long term partners for some time. But now that we're seeing this movement to the intelligent edge and a real focus on business outcomes and specialization, we've kind of tracked with the market, and we feel like we've invested a little bit ahead of where the channel is in terms of supporting our ecosystem of partners in this space. >>So the intelligent edge has been growing for quite some time. Poland in the very unique times that we're living in in 2020 how are you seeing that intelligent edge expand even more? And what are some of the pressing opportunities that tech data and HPC i O T solutions together can address? >>So a couple. So the first is a Xai mentioned earlier just data center modernization. And so, in the middle of code 19 and perhaps postcode 19 we're going to see a lot of clients that are really focused on monetizing the things that they've got. But doing so to drive business outcomes. We believe that increasingly, the predominance of use cases and compute and analytics is going to move to the edge. And HP has got a great portfolio for not just on premise high performance computing but also hybrid cloud computing. And then when we get into the edge with edge line and networking with Aruba and devices that need to be a digitized and sense arised, it's a really great partnership. And then what we're able to do also, Lisa, is we've been investing in vertical markets since 2000 and seven, and I've been a long the ride with that team, most all of that way. So we've got deep specialization and healthcare and industrial manufacturing, retail and then public sector. And then the last thing we've kind of turned on here recently just last month is a strategic partnership in the smarter cities space. So we're able to leverage a lot of those vertical market capabilities. Couple that with our HP organization and really drive specialized repeatable solutions in these vertical markets, where we believe increasingly, customers are going to be more interested in a repeatable solutions that can drive quick proof of value proof of concepts with minimal viable what kinds of products. And that's that's kind of the apartment today with RHB Organization and the HP Corporation >>David. Let's double click into some of those of vertical markets that Colin mentioned some of the things that pop into minor healthcare manufacturing. As we know, supply chains have been very challenged during covered. Give us an insight into what you're hearing from channel partners now virtually, but what are some of the things that are pressing importance? >>So from a pressing and important to Collins exact point, and your exact point as well is really it's all about the edge computing space now from a product perspective Azaz Colin had mentioned earlier. HP has their edge line converged systems, which is kind of taking the functionality of OT and edge T Excuse me of OT and I t and combine it into a single edge processing compute solution. You kind of couple that with the ability to configure components such as Tesla GP, use in specific excellent offerings to offer an aid and things like realtime, video processing and analytics. Uh, and a perfect example of this is, ah so for dissing and covert space. If if I need to be able to analyze a group of people to ensure they're staying as far apart as possible or, you know within self distant guidelines, that is where kind of the real time that's like an aspect of things can be taken advantage of same things with with the leveraging cameras where you could actually take temperature detection as as well, so it's really kind of best to think of Edge Lines Solutions is data center computing at the edge kind of transition into the Aruba space. Uh Rubio says offerings aid in the island Security is such a clear pass device inside, which allows for device discovery of network and monitoring of wired and wireless devices. There's also Aruba asset tracking and real time location of solutions, and that's particularly important in the healthcare space as well. If I have a lot of high value assets, things like wheelchairs, things like ventilation devices, where these things low located within my facilities and how can I keep keep track of them? They also, and by that I mean HP. They also kind of leveraging expanse ecosystem of partners. As an example, they leverage thing works allow their i o t solutions as well, when you kind of tying it all together with HP Point. Next to the end, customers provided with comprehensive loyalty solution. >>So, Colin, how ready? Our channel partners and the end user customers to rapidly pivot and start either deploying more technologies at the edge to be able to deliver some of the capabilities that David talked about in terms of analytics and sensors for social distancing. How ready are the channel partners and customers to be able to understand, adopt and execute this technology. >>So I think on the understanding side, I think the partners are there. We've been talking about digital transformation in the channel for a couple of years now, and I think what's happened through the 19 Pandemic is that it's been a real spotlight on the need for those business outcomes to to solve for very specific problems. And that's one of the values that we serve in the channel. So we've got a solution offering that we call our solution factory. And what we do really says is we leverage a process to look outside the industry. At Gartner, Magic Quadrant Solutions forced a Wave G two crowd. You know, top leaders, visionaries and understand What are those solutions that are in demand in these vertical markets that we talked about? And then we do a lot of work with David and his team internally in the HP organization to be able to do that and then build out that reference architectures so that we know that there's a solution that drives a bill of materials and a reference architecture that's going to work that clients are going to need and then we can do it quickly. You know, Tech data. Everything's about being bold, acting now getting scale. And we've got a large ecosystem partners that already have great relationships. So we pride ourselves on being able to identify what are those solutions that we can take to our partners that they can quickly take to their end users where you know we've We've kind of developed out what we think the 70 or 80% of that solution is going to look like. And then we drive point next and other services capabilities to be able to complete that last mile, if you will, of some of the customization. So we're helping them. For those who aren't ready, we're helping them. For those who already have very specific use cases and a practice that they drive with repeatable solutions were coming alongside them and understanding. What can we do? Using a practice builder approach, which is our consultative approach to understand where our partners are going in the market, who their clients are, what skill sets do they have? What supplier affinities do they want to drive? What brand marketing or demand generation support do they need? And that's where we can take some of these solutions, bring them to bear and engage in that consultative engagement to accelerate being ready as, as you rightly say, >>so tech. It has a lot of partners. You in general. You also have a lot of partners in the i o T space calling What? How do you from a marketing hat perspective? How do you describe the differentiation that Tech data and HP ease Iot solutions delivered to the channel to the end user? >>A couple of different things? I think that's that's differentiation. And that's one of the things that we strive for in the channel is to be specialized and to be competitively differentiated. And so the first part, I say to all of my team, Lisa, is you know, whether it's our solution consultants or our technical consultants, our solutions to the developers or the software development team that works my organization. Our goal is to be specialized in such a way that we're having relevant value added conversations not only our channel partners, but also end users of our partners want to bring us into those conversations, and many do. The next is really education and enablement as you would expect. And so there's a lot of things that are specialized in our technical. We drive education certification programs, roadshows, seminars, one of the things that we're seeing a lot of interest now. Lisa is for a digital marketing, and we're driving. Some really need offerings around digital marketing platforms that not only educate our partners but also allow our partners to bring their end users and tour some of this some of these technologies. So whether it's at our Clearwater office, where we've got an I. O T. Solution center, that we we take our partners and their clients through or we're using our facilities Teoh to do executive briefings and ideation as a service that, you know, kind of understanding the art of the possible. With both our resellers and their clients work, we're using our solution. Our solution catalogs that we've built an interactive pdf that allows our partners to understand over 50 solutions that we've got and then be able to identify. Where would they like to bring in David and his team and then my consultants to do that, that deep planning on business development, uh, that we talked about a little bit earlier. >>So the engagement right now is maybe even more important than it has been in a while because it's all hands off and virtual David. Talk to me about some of the engagement and the enablement piece that call and talked about. How are you able to really keep a channel partner and their end user customers engaged and interested in what you're able to deliver through this from New Virtual World? >>That's a great, great question. And we work in conjunction with our marketing teams to make sure that as new technologies and quite in I O. T space as well as within the HP East base as well that that our channel partners are educated and aware that these solutions exist. I know for a fact that for the majority of them you kind of get this consistent bombardment of new technology. But being able to actually have someone go out and explain it and then being able to correspondingly position it's use case and it's functionality and why it would provide value for your end customer is one of the benefits of tech data ads to kind of build upon that previous statement. The fact that We have such a huge portfolio of partners, so you kind of have HP and the edge compute space. But we have so many different partners in the OT space where it's really just a phone call, an email, a Skype message, a way to have that conversation around interoperability and then provide those responses back to our partners. >>Excellent. One more question before we go. Colin for you, A lot of partners. Why HP fry Mt. >>So a couple of reasons? One of the one of the biggest reasons as HP is just a great partner. And so when you look at evaluating I. O. T solutions that tend to be pretty comprehensive in many cases, Lisa it takes 10 or 12 partners to complete a really i o t solution and address that use case that that's in the field. And so when you have a partner like HP who's investing in these programs, investing in demand generation, investing in the spectrum of technology, whether it's hybrid Cloud Data Center, compute storage or your edge devices and Iot gateways, then to be able to contextualize those into what we call market ready solutions in each one of these vertical markets where there's references and there's use cases. And there were coupling education that specific rest of solutions. You know HP can do all of those things, and that's very important. Because in this new world, no one can go it alone anymore. It takes it takes partnerships, and we're all better together. And HP really does embrace that philosophy. And they've been a great partner for us in the Iot space. >>Excellent. Well, Colin and David, thank you so much for joining me today on the Cube Tech data. H p e i o t better together. Thank you so much. It's been a pleasure talking with you. >>Thank you. >>Thank you. Lisa. >>And four Collet and David. I am Lisa Martin. You're watching the Cube's virtual coverage of HP Discover 2020. Thanks for watching. Yeah, yeah, yeah, yeah.

>>live from Boston, Massachusetts. It's the Q covering I. F s World Conference 2019. Brought to you by I. F. S. >>Welcome back to Boston, everybody. You're watching The Cube. The leader in live tech coverage is Day one coverage of the I. F s World Conference. Darren Russo's here is the CEO of F S Darren. Thanks for coming back in the Cube. Great TV again. So last year was your first year. He was kind of laid out your vision at the World Conference. How's progress? >>Yeah, Look, it's going incredibly well. We were really focused on how we go from being a pretty fragment of global business to being, you know, an integrated business where we were able to operate. You know, its scale globally in a very homogenous way, where the customer experience was the same, irrespective where they engaged with us. And, you know, we've made a tremendous amount of progress with it, So you know, the business is growing really strongly. Net revenues up 22% year on year. I lost its revenues up 40% year on year are clouds up in the triple digits, so you know it's tough to be critical of how it's going so far. >>That's great, Great. You're growing faster than your peers. I think the stat was you gave us three Ex factory except in the industry would be awesome. Is that means that your primary benchmark do you want? You want to gain share? You want to go faster than the big whales, I presume. I >>think two things One is customer satisfaction, we believe, is the key indicator of long term success. S O. You know, we're the number one ranked European efforts. Salmon gotten appearance sites. That's that is and always will be my number. One metric. Can we be way the number one from a customer satisfaction perspective? And then I believe the revenue stats will follow and you know that's where we are. So certainly, if you look at our our core peers, the big G R P vendors, all of them are flat on. Dhe were growing 20 ships since >>one of the things you mentioned in your Cube interview last year was one of the things that you wanted to focus on was I'll call regional alignment. Paul and I used to work for I D. G. I worked for I. D. C. You were editor in chief of Computer World. We work for a company, had more offices overseas and IBM, and it was really hard to herd the cats. And that was one of the things that you cited. Have you been able to get people generally poor or at the same time? And how has that affected your business? Yeah. Look, I >>think the big challenge before I arrived was that there wasn't really a strategy of global strategy for the business. My face had a way of working and there was a strong culture, but there wasn't really a strategy. And obviously it's difficult to be critical of people when they not following the strategy when there isn't one s o. You know, Step one was really making sure that we had a strategy on DDE that was really about being focused on the five industries that we focused on, focused on three solutions on dhe focused on the six segments of customer, which is half a 1,000,000,000 to 5 billion. So now, globally, you know, irrespective the office that you go to, um anywhere in the world, they're focused on those five industries they focused on those three solutions and they're focused on their customer segments. So it helps me. P. M >>I said during our preview video video this morning that I've been around this industry as long as I f s has, until last year had never even heard of it. Is that just me being clueless? There's something there >>that we were just saying before we started that we're the definitely the biggest software business you've never heard of. Um, and and and that's common, I think, you know, we were There are a couple of factors. One is that the business was very European centric. Andi didn't really engaged in a tremendous amount of marketing and media prison. So, you know, those are elements that, you know, I think we're doing a better job off now, But we have a long way to go. The challenge that we have is that where we compete, we win when we get in and were able to tell our story, and we're able to show the value we win. We just don't get into as many deals as we need to. And that's the challenge we have. >>Yeah, there was a lot of talk this morning about the importance of those five pillars of those five industries. If you're going to become the next S A P, you're gonna have to branch out beyond that. What is your thinking about diversify >>becoming the next? They say he is definitely not my ambition, You know, I think way remain focused on customer satisfaction. And, you know, I think that there's a there's a difference. Whatever it is leading them, it's not customer satisfaction. You worked >>there for four years. >>I worked there for four years. I know. I think the big thing for me is is that we've got to stay focused on their customer voice. They focused on what delivers value for our customers beyond just the rhetoric and hyperbole. You know, I think when you when you listen to a lot of the complexity that our customers are facing today, any customers are facing. Companies are facing increasingly disruptive times, and the tech industry is making life more difficult for them. The more best of breed solutions get both. The more fragments that potential the landscape is, the more complex it becomes for customers if they have to try and figure out. How do we integrate these things and derive value from this highly fragmented landscape? So you know, we're trying to solve that problem. How do we make it easier for customers to challenge in their industry? And that's where this whole for the challenges has check comes from. How do we help him to be disruptive in their industry? Have competitive advantage? >>That seems to be a sort of a fundamentally different thing about your approach, though. Is this focus on those vertical industry's most e r P companies did not do that. Is that something that is core to your values? >>Look, I >>think what we recognize is that as you move to the cloud, you have to drive to standard. That's just the reality of going to the cloud on what's happening for the horizontal E. R B vendors. So the locks of ASAP and Oracle is that they have one e r P solution that fits every industry. So if it's good for health insurance and it's good for a bank, then it's difficult to really get your head around the fact that it could be good for a defense manufacturer, but the functional requirements is simply vastly different on that means that you have to customize them. If you have to customize that, they can go to the cloud. So what we believe is that you have to have this vertical specialization, the five industries that we serve us all. A lot of commonality in the process is that they use. And that's why that vertical strategy is so key to our success. So you won't see us going into financial service is, or health care or retail worth that core application. We may in time in many years to come branch out. That will be a different solutions. >>So your tailor, that app for that module for that industry, Yes, just go deep, deep functionality. You're known for that, but at the same time you're also messaging. You want your customers to be able to tailor this for their environment. So square that circle for me. >>So I think when we talk about a choice and and I think tailoring is the wrong word, we talk about choice. We're talking about choice of deployments on Prem or in the cloud choice of customer choice of partner, rather who they're going to deploy with on Dhe, then The solution is really an industry solution that comes with that functional death. And we don't we don't advocate their customers customized that all. We really don't want them to customize it. What we explain to them in some detail is that the real value comes from adopting the solution for two standard and staying on a vanilla application. Because that vanilla application, you're going to be able to withstand future upgrades, the total cost of ownership gets lower. The processes that are embedded in that application or best of breed at the box. That's what they're intended to do, and that works when you have a vertical application. When you have a horizontal application and you're trying to have a do things that it shouldn't naturally be doing, that becomes company. >>Well, correct me if I'm wrong, but wasn't that essentially the message ASAP had when it went through? It's hyper growth in the late nineties. I mean, there was a Y two k thing there, too, but ah, lot of the message was around. Do it our way and and then you don't have to get stuck in a rut, >>So I think that when it came out with that generation of application. That certainly was what they had hoped would happen. But what happened in practice is that the system integrators came in and the whole business process reengineering explosion happened on Dhe. That's not how it how it manifested itself. So what you see is, you see, he's very large, monolithic ASAP applications that were customized over in some cases decades, not not. You know, if a customer is deploying for two standard, then they should be able to deploy in a period mission. In weeks, we spoke about our deployment with Racing Point. If one team and going live in 12 weeks, you know, we're a 700 million global business. We deployed a knife s in 24 weeks. You know, if a customer's deploying for two standard, it's measured in weeks. As soon as they start to talk about two years or three years or five years or seven years there, customizing the solution significantly. Yeah, I >>mean, it became just sort of a perpetual upgrade, maintenance and up for the time it had a business impact. But boy, you think a cloud today agility, you know, getting rid of waterfall approaches, Missus. Antithetical to today's Look >>what I don't point fingers here. I think that this just maturity come with experience. The line of business applications you'll see our EMS and your HR solutions have taught people that you can, if you think about this is look at sea. Are Emma's an example? You had Siebel before people would implement stable. They would customize Siebel that would take long implementations. They were highly bespoke applications and then sells. Force came along and just destroyed them, and they destroyed them. Because what people learned very quickly was that there was a really easy to consume, really easy to use application that functionally might be inferior. But the compromises that you'd make from a functionality perspective will weigh, outweighed by their time to value in ease of use. And and the learnings from CR mnh are in procurement. Those line of business applications have now being backed into in the e. R. P >>world. So in terms of capital allocation, you're owned by private equity, which is actually a public company. I'm interested in how you're allocating capital R and D, where you're where your emphasis is. You don't have to you have to do stock buy back, but, you know, describe the P relationship. >>So look, one of my learning's to see survive this is that not all private equity firms or equal they have different strategies are very fortunate to be with Ekiti, who are a growth investor. They're known as a growth investor on dhe, and they buy companies that are strong growth tech firms on dhe. They've been hugely supportive of us investing because they understand that the investment in technology is important. So, you know, just looking at some detail today we invest twice as much in R and D as we did three years ago, just to give you, you know, one data point. So there's a big focus on technology, and the thing is, is that we we have to invest in technology to drive those attributes that are discussed earlier. How do we How do we enable customers to adopt a solution? It's a standard so they can go alive quicker. How do we enable customers to be able to sit down in the front of the application like we do with the mobile phone and intuitively know how to use it? How do we reduce the total cost of ownership through automation. Those are capabilities that you know that they don't come for free. We have to invest in them. So big investments in technology. And >>I think the private equity guys, at least the modern ones, have realized Why should the V. C's have all the fun they realize? Hey, we can actually put some money in tow and the transforming we can have a bigger exit and actually make much better returns than sucking the company drive. Yeah, well, look, I think the other >>thing is is that you know, in public companies, you have the downside off. You know this this courtly metric Ondas quarterly cadence. Andi, you see very compromising decisions being made because you know, people can't afford to miss 1/4. There's no long term planning that's done on dhe. That's fundamentally not the case and the private equity world, you know, not unusual now for four p firms to hold companies for 5678 years on, and that allows you to take a very long term strategic view. If if if a shift from perpetual to subscription is the right thing to happen, they can do that without worrying that, you know, because of the definite earnings are revenue that you're going to get caned by the market next quarter. Andi. I think that that needs to, I think, better decision making for the long term. >>A lot of companies are struggling. >>If you have the right P for because you get bought by the firm of events, you want to go public. But the the you said something this morning that 50% of your customers each year or net knew, How are you pulling that off >>That 50% of our license revenue? Eso way we went about 300 odd new customers a year. Obviously, that's growing, as I said, you know, 40%. But you know, it's ah, I think, having done this for 25 years, there are companies that are or good at extracting revenue from their installed based. One of the analysts here has as a hashtag wallet Fracking is what do you think It's such a great So you know, they're good at Wallick fracking and and I think the customers that that our customers off those vendors know exactly who they are and you know I think that for us to that the fact that we're able to go out and win 50% of our license revenue from net new name customers, I think is a really strong indicator of the health of the business. It's much harder to do than just extracting revenue out of the install base. You know, we don't have a compliance practice. We've never charged a customer for you in direct access. You know, these are principles that we stand by, and it's easier to say that your customer centric on get 80% of your revenue, have your installed base because you're doing compliance rounds. But, you know, we put our money where our mouth is, and that's not that's not how we do it. >>Are these net new customers? Are they? Are they migrating from QuickBooks or they migrating from a Competitors >>know, because of the segment that we're in this half a 1,000,000,000 to 5 billion? I would say the majority of them are what I would call first generation the Rp solution. So you know you're talking about you know, the original generation of Microsoft's acquisitions, the divisions and the eggs actors and the Solomon's and so on on. And then, you know, it's a P R two and our three customers you're talking about customer sitting on, you know, the solutions that in for hoovered up the matrix B picks type customers, ace 400 customers. So they're you know, they're first generation your P solutions that simply don't have the flexibility to deal with the complexity and demands of modern business world. >>From 2009 about 2017 I f. S was pretty inquisitive and then just actually, I was gonna ask you >>when I started, you stopped >>it, right? But then, you know, today you announced an extra small acquisition, But how should we think about M and a >>look? The first year for me was really about trying to build a functional business. You know, we spoke about how fragmented this really hit to Jenna's business. Andi just occurred to me. You know, if we go out and we start to buy things, how do we integrate them into a business that's completely fragments? And you know, it had no identity or culture. So, you know, the last year has been focused on how do we build their common understanding of what it is that we're doing. We now have a very clear strategy. Five industries, three solutions, one segment. And you know, when you when you have that clarity of vision that it's really easy to guard and do him and I because you know what fits and what doesn't fit, you can understand exactly how you're gonna build value for customers on dhe. That's why the S t a deal is so good for us. Because we're now the undisputed leader in field service management, you know, 8000 our customers globally, which is way more than anybody else. Scott, Andi, you know, you should absolutely expect more from us. But it will be in the five industries, three technology segments and one customers. Isaac. >>Well, in the A p I enablement should obviously facility. >>Absolutely. I mean, I was just with a partner of ours now, and they have this amazing augmented reality solution. You know, it will be a combination of off going out there to build market, share a cz well, as finding you know, really innovative solutions that can help us advance the technology that we provide customers. >>You have a new slogan this year for the challengers, which seems to be aimed at companies that that imagine themselves as challenging the Giants, which is great. But if you're not a company that season sees themselves that way. Are the studies level home with I have s Look, >>I I think I was with a group of CEOs from one of the big analyst rooms, and they had the portfolio companies and their private equity firm and analysts that CEOs of the companies are having a conversation with him about digital transformation. And I I made a rather provocative statement which, you know, got unanimous agreement, which is that all of the CEOs there with either in an industry that was being disrupted and we're trying to figure out how they respond to that disruption or they would soon not every job and they all acknowledge that they absolutely fit into that category. In other words, all of them were being disrupted. All of them were facing a challenge. It was kind of like, you know, if it is happening to all of us at a more rapid pace than we have ever had before. So my view is, is that you know if if you're in the room and you're going, you know, if it's might not be for us because we're not a challenger. Yeah, The lights may not be on >>for Long s o double click on that. What role does I s play in terms of digital transformation? >>If I could just hold on there because the thing is, there are leaders in Mama, there challenges. And there are leaders. The leaders typically are gonna go with seif solution. They're gonna go with one of the legacy our peace. So I'm not suggesting that everybody necessarily is a challenger. There are leaders, you know, Nokia was a leader until they weren't because they were complacent. Andi, I think they you know, they didn't run on I office. So, you know, I think there are two segments. There are leaders and there are challenges, and we're there for the ones that are ready to disrupt. Sorry. >>Please clarify that. No. Good. So So get back to it. Sort of digital transformation and disruption. What do you see? Is the role of AARP generally, but specifically I f s. >>Look, I think we digital information. A lot of discussion about it on the stage this morning. I've just touched on it now. I think that it takes very different forms. What most industries are finding is that they're facing a lot of non traditional competition and they're having to innovate around their business models. They can't going to market in the same way as they did before. They're having to innovate because of this non traditional competition. Andi. Understanding your your customer's understanding, your your staff, understanding your supply chain understanding your financials are all critical parts of being able to respond to whatever their changes, and that's where the RP solution comes into it. I think there's an interesting challenge now, which is that as those applications have become more fragmented and you've got more based debris cloud applications Ah, lot of the value often E. R P was that you had this integrated set of applications that you had this one source of the truth andan. Fortunately for many customers today, they don't have that because they've got import all of these best of breed applications and they don't have one source of the truth that multiple invoices made it multiple versions of their customer in the databases. Andi we still stand for a single integrated the r p. So, you know, I think understanding those elements of your businesses key. I was with a customer of ours in Nebraska a short while ago, and they were talking about our existing office customer. They were talking about the steel import duties that were imposed through the trade war with China. And they were saying, Look, that they had been able to respond to that in a way that they had good visibility of the supply chain, who was improved, imposing the tariffs, how they were going to impact them when they were going to impact them. And because they had this integrated Siara AARP. They were able to pass those pricing changes onto their customers, and they survived this. What could have been a cataclysmic event for their business had they not had an integrated your pee? They not being able to have this visibility into the supply chain and the customer base. They may well have gone out of business just because of that one change >>to meet all day and all comes back to the data, putting their putting data at the core of their business. That integrated data pipeline is essentially what they get out of that last question. So thinking about the next 18 to 24 months, what are the milestones that observers should look for? One of the barometers that we should be watching. >>So look, in the next two years, it's it's really about us building incremental scale. We have, ah, four year plan, which I built when I came in. We're halfway through that plan. We've hit all of the metrics and exceeded most the metrics that we had on their plan. It's really continue to focus on the strategy. As I said, we focus on those five industries, continue to build market share, continue to focus on those three solution types and build market share and market dominance on those three solutions. Andi in that segment that I defined before, so no change from a strategy perspective. I think there's really value in the consistency that we bring on on their talk track and, you know, along the way we passed the $1,000,000,000 mark, which we will do, I think, in 2021 organically if we accelerate, some of the money will pass the 1,000,000,000 before, but you know business. The margins continue to expand. We focus on customer satisfaction and, you know, it's a It's a pretty straight, you know, traditional prey book that we have to execute on now. >>Well, congratulations. It's a great playbook, and you're growing very nicely. So love that. Look, we really an honor to the last couple of years. Learn a little bit about the company in your industry. So appreciate meeting you guys. Thank you. All right. And thank you for watching over right back with our next guest. Ready for this short break day Volonte with Paul Gill in. You're watching the Cube from I f s World Conference from Boston 2019 right back.

>> Voiceover: Live from San Diego, California. It's the CUBE, covering Cisco Live U.S. 2019, brought to you by Cisco, and its EcoSystem Partners. >> Welcome back to San Diego, day two here, of Cisco Live 2019, I'm Dave Villante with my co-host Stu Miniman, Lisa Martin is also here. You're watching the Cube, the leader live tech coverage, we're here in the DevNet zone, which is a very happenin' place, and all the action is here the CCIE folks are getting trained up on how to do Infrastructure as Code. Terry Ramos is here, he's the Vice President of Alliances, at Cohesity, hot company, achieving escape velocity. Terry great to have you on. Good to see you again. >> Great to be here, really enjoy it. >> So Cisco is a big partner of yours, perhaps the biggest I know you don't like to say that, you love all your partners like you love your kids, but clearly a lot of good action going on with you guys. Talk about the partnership, where it started, how it's evolved. >> Sure so first off a little bit about Cohesity, I think would be helpful right, we're in the data management space, really helping customers with their data management, and how do they deal with the problem of mass data fragmentation, right if you think about the traditional data silos that enterprises have, we really take and level that out into one platform, our platform, and really allows customers to get the most out of their data. If we talk about the partnership with Cisco, it's actually a really good partnership. They have been an investor with us, both series C and D rounds. We recently, about three months ago announced that we were on the price book, so now a customer has the ability to go buy a Cisco UCS, Hyperflex, and Cohesity, as a cohesive bundle to solve their problems, right, to really help them grow. And then we are working on some new things, like Cisco Solutions Plus Support, where customers has a single call place, where they get all their support needs addressed. >> That's huge Stu, I remember when the, remember the Vblock when it first came out. It's a V support, I forget how many VMs, like thousands and thousands of VMs, and I just have one question, how do you back it up? And they went, and they were staring at their feet, so the fact that now you're bundled in to UCS HyperFlex, and that's part of the SKU, or its a different SKU or? >> Terry: Yeah they're all different SKUs, but it is bundled together. >> Yeah, so it's all integrated? It's a check box item, right okay? >> What we did was came up with the CVD, validated design so customers can get a validated design that says HyerFlex, UCS, Cohesity, here's how to deploy it, here's the best use cases, and they can actually go buy that, then it's a bundled solution. >> Terry brings us inside a little bit that go to market, because it's one thing to be partnered with CBDs, they're great but Cisco as you know hundred of these, if not more, but you know when you've got access to that Cisco channel out there, people that are transforming data centers, they talked about conversion infrastructure, hyper conversion infrastructure, Cisco UCS, tip of the spear for Cisco in that Data Center world, what does it mean to be that oh hey you know that whole channel, they are going to help get paid on that not just say oh yeah yeah that works. >> Yeah, I think that there's a few things for the channel for us, one is just Cisco's team themselves right, they don't have a backup solution so we are really the next gen backup and that's really helped them out. When we talk about Channel as well Channel partners are looking for a solution that differentiates them from everybody else. So we are a high touch sales team, but we are a hundred percent channel so working with the channel, giving them new ways actually to go out a sell the solution. >> So lets talk a little bit about backup, data protection, data insurance you know sort of we're trying to pass between, all right, what's the marketing and what's the reality for customers, so we remember the VM where Ascendancy days, it caused people to really have to rethink their backup and their data protection. What's driving it now? Why are so many customers kind of reassessing their backup approach and their overall data protection and data management? >> Yeah, I think it's the best analogy to last one is data management right, everybody has thought of data protection, it's just protecting your data. Backup and recovery. What we've done is really looked at it as it's data, you should be able to use your data however you want to. So, yeah we made do data protection on the platform, but then we do tests that, we do file shares, we do things like that, and we make it this cohesive data management platform, where customers get various use cases, but then they can look at their entire dataset, and that is really the key anymore. And when you talk about the data protection as it was, it was very silo. You data protect one set of systems, and data protect the next, and data protect the next. They never talked you couldn't do management across them. >> Dave: Okay so. >> Yeah yeah Terry. So I love when you're talking about the silos there, back in Barcelona we heard Cisco talking about HyperFlex anywhere, and some of the concerns of us have is, is multi-cloud the new multi vendor, and oh my gosh have I just created a whole bunch of silos that are just outside of my data center, like I used to do inside my data center. How's Cohesity helping to solve that solution for people from your. >> Yeah I think that's a interesting one. Cloud is really come along, right? Everybody thought we'll see what cloud does, it's really come a long way and people are using multi-cloud, so they are doing cloud on prem. Then they're archiving out to public cloud providers, and they're archiving out to other silos where they, or other data services where they have it, and that's really been the approach lately, is you can't just have your data in one location, you're going to move it out to the Cloud, you're going to store it on UCS and HyperFlex, and Cohesity. And again its how do you use that data, so that's the key is really that. But it is a cloud world for sure, where you're doing On-prem Cloud and Public Cloud. >> So today a lot of that focus, correct me it I am wrong, is infrastructure as a service? >> Yes >> Whether it's AWS, Google, you know Azure. Do you, have you started to think about, or are customers and partners asking you to think about, all the protecting all the data in SAS, is that something that's sort of on the road map are you hearing that for customers, or to is it still early for that? >> No I think that actually a great use case, if you talk about I'll just pick on one, Office 365 right, if you think about what they really provide it's availability right it's not backup so, if you need to back a year and get that critical email that you need for whatever reason, that's really not what they're doing. They're making sure it's up and running, and available to the users. So data protection for SAS apps is actually a new use case that I think is enormous. >> Okay so take Office 365 as an example, is that something you can protect today, or is that kind on the road map? >> That's something we can do today. >> So explain to our audience, why if I am using Office 365 which is in the Cloud, isn't Microsoft going to take care of that for me, why do I need Cohesity explain? >> Yeah, I think it is really comes down to that, it's they're really providing availability, yeah they have some backup services, but even if they do it's not tying into your overall data management solution. And so backing up O-365 gives you access to all that data as well, so you can do algorithms on it, analytics all those things once it's part of the bigger platform. >> And you probably have more facile recovery, which is, backup is one thing, recovery Stu. >> Is a everything. >> There you go. >> It is. (laugh) >> Terry talk to us about your customers, how about any big you know Cisco joint customers that you can talk about but would love to hear some of the latest from your customers? >> Yeah I think when we started this partnership awhile ago, what we really focused on Cohesity on UCS, and we got some traction there. When we went on the price sheet that really changed, things because the customers are now able to buy on a single price sheet. When you talk about the large customers it's been incredible the last three, four months, the numbers of joint customers that we've been in, and Cisco's been in, and its enterprise customers, it's the fortune five hundred customers that we're going after. A customer that's here later today, Quantium is a great use case. They're data analytics, they're AI, and they're providing a lot of information to customers on supply chain. And he's here later today on the CUBE, and it's a really great use case to what they are doing with it. >> Yeah we're excited to talk to him so lets do a little prep for him, what, tell us about Quantium, what do you know about them so we, gives us the bumper sticker so we're ready for the interview. >> Craig will do a much better job of it, but my understanding is they're looking at data, supply chain data, when to get customers in, when they should have product there, propensity to buy, all of those things, and they are doing all that for very large enterprise customers, and then they're using us to data protect all that they do. >> So, so the reason I asked that is I wanted to double click on that, because you've been stressing Terry, that it's not just backup. It's this notion of data management. You can do Analytics, you can do other things. So when you, lets generalize and lets not make it specific to Quantium, we'll talk to them later, but what specifically are customers doing beyond backup? What kind of analytics are they doing? How is affecting their business? What kind of outcomes are they trying to drive? >> Yeah I think it's a great question, we did something about four months ago, where we replaced released the market place. So now we've gotten all this data from data protection, file shares, test-dev, cloud as we talked about. So we've got this platform with all this data on top of it, and now partners can come in and write apps on top to do all sorts of things with that data. So think of being able to spin up a VM in our platform, do some Analytics on it, looking at it for any number of things, and then destroy it right, destroy the backup copy not the backup the copy that's made, and then be able to go to the next one, and really get deep into what data is on there, how can I use that data, how can I use that data across various applications? >> Are you seeing, I've sort have always thought the corpus, the backup corpus could be used in a security context, not you know, not to compete with Palo Alto Networks but specifically to assess exposure to things like Ransomware. If you see some anomalous behavior 'cause stuff when it goes bad it goes bad quickly these days, so are you seeing those types of use cases emerging? >> Absolutely, ransomware is actually a really big use case for us right now, where customers are wanting data protection to ensure Ransomware's not happening, and if they do get hit how do we make sure to restart quickly. Give you another example is we have a ClamAV so we can spin up a VM and check it for anitivirus. Right in their data protection mode so not without, not touching the production systems but touching the systems that are already backed up. >> I think you guys recently made an acquisition of a Manas Data which if I recall correctly was a specialized, sort of data protection company focused on things like, NoSQL and maybe Hadoop and so forth, so that's cool. We had those guys on in New York City last fall. And then, so I like that, building out the portfolio. My question is around containers, and all this cloud native stuff going on we're in the DevNet zone so a lot DevOps action, data protection for containers are you, your customers and your partners are they sort of pushing you in that direction, how are you responding? >> Yeah I think when you talk about cloud in general right, there's been a huge amount of VMs that are there, containers are there as well so yeah customers are absolutely talking about containers. Our market place is a container based market place, so containers are absolutely a big thing for us. >> So what else can you share with us about you know conversations that you're having with customers and partners at the show? What are the, what's the narrative like? What are some of the big concerns, maybe that again either customers or partners have? >> Yeah I don't want to sound like a broken record but I think the biggest thing we hear always is the data silos, right? It's really breaking down those silos, getting rid of the old legacy silos where you can't use the data how you want to, where you can't run analytics across the data. That is the number one talk track that customers tell us. >> So how does that fit in, you know the old buzz word of digital transformation, but we always say the difference between a business and a digital business is how they use data. And if you think about how a traditional business looks at it's data, well that data's all in silos as you pointed out and there's something in the middle like a business process or a bottling plant or... >> That's right. >> manufacturing facility, but the data's all dispersed in silos, are you seeing people, as at least as part of their digital transformation, leveraging you guys to put that data in at least in a logical place that they can do those analytics and maybe you could add some color to that scenario. >> Yeah, for sure, I mean the data from I'll give you a great example. The CBD we just did with Cisco, the updated one has Edge. So now when you're talking about plants and branch offices and those things, now we can bring that data back in to the central core as well, do analytics on it, and then push it to other offices for updated information. So absolutely, it is a big use case of, it's not just looking at that core central data center. How do you get that data from your other offices, from your retail locations, from your manufacturing plants. >> Final thoughts. San Diego, good venue you know great weather. >> Beautiful. >> Cisco Live. >> Yeah. >> Dave: Put a bumper sticker on it. >> I'm impressed with Cisco Live. I haven't been here in several years. It's an impressive show, 26 thousand people, great, beautiful weather, great convention center. Just a great place to be right now. >> All right and we're bring it all to you live from the CUBE. Thank you Terry for coming on. Dave Villante, for Stu Miniman, Lisa Martin is also here. Day two, Cisco Live, 2019. You're watching the CUBE, we'll be right back. (upbeat techno music)

>> live from Washington, D. C. It's the Cube covering a ws public sector summit by Amazon Web services. >> Welcome back, everyone to the cubes Live coverage of a ws public sector Here in our nation's capital Washington D. C. I'm your host Rebecca. Night hosting alongside of John Farrier. Always a pleasure being with you. >> So good to see you again. >> And we're joined by first time Cube guest Brett MacMillan. He is the GM ground station. Eight of us. Thanks so much for coming on >> the road to be here. Thank you. >> So why don't you start by telling our viewers a little bit about ground station? What? It is one of us. >> You're first of all really excited to be here at this conference yesterday we had our second annual Earth Science Day. Last year was really successful, and we're finding a huge amount of interest around a space and space primarily tto help save the earth. And so >> eight of >> us came out with the solution, and we made it generally available last month called Ground Station. And if you think back about 15 years ago, before the commercial cloud came out, uh, you had to do for a data center. You Hey, either had to buy the data center. You had to do a long term lease. And then >> we >> came out with the commercial cloud. And from that point forward, there was a tremendous number of innovations. That movie came out of that. I don't think any of us back then could have predicted things like Pin arrests O R. Spotify Or or that Netflix would have gone from shipping your DVDs to be in the online streaming company and all those innovations happening, we think that we're at the beginning of that stage of satellite industry. So what ground station is is It's a service that you can use like any other cloud service. Just pay for what you used on demand. You can scale up you, Khun scale down. And we think that we're in the early stages of opening up innovations in this >> industry >> and its satellite specific. So it's a satellite services of connectivity. How how's it work? What's that >> s what happened to you. You would have a you just go into the eight of us counsel on you schedule a contact. And most of these early use cases there for our low earth orbit. Satellites are medium earth orbit satellites, and we have deployed these satellite antennas. And what's really important about this is we put them right next to our data centers or availability zones. So now you're getting the entire power of the cloud. And so what happens is you would schedule contact and either up Linker downlink your data during that contact period. And we just charge per per minute. And >> so it's like the two was servers and still has three. With storage and thie used. Case wasn't solved. The provisioning problem. So you guys are doing it for up Lincoln down Lincoln to satellite usage and data over satellite. Pretty >> direct. Correct. And so And the other thing that's really nice about it is just like the cloud would announce enable people to go global and minutes ground station allowed you to go global also. So, traditionally, what would happen if you would buy a satellite antenna or you'd Lisa Sal? I'd intended somewhere in the world and you're only catching so many passes of those satellites. We are deploying these at our data centers through out the world, and so you're able to at a very low cost. Now touch these passes of the sound lights. >> You know, Brett, Rebekah and I were talking on the intro around the role of technology. How it's causing a lot of change. You mentioned that window of 10 years where, before YouTube, after YouTube, all these new services came on. Think about it. Those didn't exist around before. Two thousand four time frame. Roughly two thousand 10 2 4 2 4 to 5. Then the mobile revolution hit. Similar wave is coming into government and seeing it. Amazon Webster Public Sector Summit is our fourth year. It gets bigger. The inclusion of space is a tell sign of commercialization of some of the tech coming in infiltrating process, change within government and use cases. So I would agree with you that that's relevant. >> Yeah, And >> next level is what? What was that window? What's gonna happen that 10 year? >> You don't change? It is hard to predict, but we know from our past experience on what we've done in the cloud. We know that when you remove the undifferentiated heavy lifting like buying servers are doing networks and things like that. It frees people up to do innovations on DH And when you look at what's happening in the satellite industry, virtually every industry, every person can benefit from a better understanding of this earth and from satellite imagery and satellite sensing. And so, if you start moving forward with that and you ask what can happen, we've got governments throughout the world that are very concerned about deforestation. And so, for example, today they find out 54 station after the trees are gone. And what if you could instead, for a very low cost, download pictures of satellite images and get it in more of a really time type basis? Or get it in that same hour that, uh, sound like took the picture. Now what you could do is catch the deforestation when the boulders air show up, not after the trees went down, so >> get in front of it. Used the data is a data business just about other use cases, because again, early adopters are easily the developers that are hungry for the resource. We saw that with cloud to industry, I mentioned now those service thousands and thousands of new services a year from a baby s jazz. He loves to talk about that at reinvent, and it's pretty impressive. But the early days was developers. They were the ones who have the value. They were thirsty for the resource. What are the sum of that resource? Is what's the low hanging fruit coming in for ground station that you could share that tell sign for >> where it's going? Interest not only for the his new developers in these new things, but large, established sound like companies are very interested in that, because when I was talking about earlier, you can cover areas with our service in ways that were very expensive to do. Like until you Ground Station would have been a little hard for us to roll out, had we not first on eight of us if you didn't first have things like Ace two and three and your ways of of storing your data or our petabytes scale worldwide network. And so when you look at that, you're able to get multiple different organizations doing some really cool things. We're in partnership with Cal Poly, Cal Poly and Cal Poly's been in the space industry for a long time. Back in 1999 they were one of the inventors of original Cube sat, and today what they're doing is they have this STDs, Sally Data Solutions service on. It's an initiative that they're doing and they did a hackathon. And when you look at all the areas that could benefit from from space and satellite tourists, all kinds of things pop up. So, for example, if your cattle rancher and you have a very large area, sometimes cat cat will get stuck in an area like a canyon or something. You don't find out about it. It's too. It's too late. So Cal Poly did this hackathon on DH. What they came up with is, it's very inexpensive now to put a I ot device on it on the cows on with the ground station. You can now download that information you can communicate to a satellite, and now we can find out how where those cows are and get them if they're in a dangerous situation. I >> think the eye OT impact is going to be huge. Rebecca, think about what we talked about around Coyote. I ot is the edge of the network, but there's no networks, not flat. It's in space. The earth is round right, so You know, it's kind of like a Christopher Columbus moment where if you have the data, all you need power and connectivity. So battery power is getting stronger every day. Long life batteries. But the connectivity with ground station literally makes a new eye ot surface area of the earth. Absolutely. I mean, that's pretty groundbreaking. >> This is a really exciting time to be in the space industry. A couple things are driving it. One is that the capabilities that were able to put up in space for the same amount of weight and the same amount of payload is increasing dramatically. The only thing that's happening is that the cost for lift the cost to put satellites and and orbit is dropping dramatically. And so what's happening with those two things is were able to get a lot more organisations putting satellites up there. And what's turning out is that there's a tremendous number of images and sensing capabilities. It's coming down actually more than the humans are able to analyze. And that's where the cloud comes in is that you take and you download this information and then you start using things like machine learning and artificial intelligence and you can see anomalies and point them out to the humans and say, for example, these balls are just showed up. Maybe we should go take a look at that. >> You know, imagery has always been a hot satellite thing. You see Google Earth map three D mapping is getting better. How is that playing into it? Is that a use case for you guys? I mean, you talk about the impact. Is that something we all relate to >> you and I would submit that we are in the early stages of that. It's amazing what we can do with their damaging today. And everybody on their phones get Google maps and all the other things that are out there. But we're in early stages of what we could do with that. So some areas that we're looking at very closely. So, for example, during the California wildfires last year, NASA worked on something to help out the people on the ground. You know, with ground station, what you'll be able to do is do more downloads and get more information than a more real time basis, and you'll actually be able to look at this and say the wildfires are happening in these areas and help the citizens with escape routes and help them understand things that were actually hard to determine from the ground. And so we're looking at this for natural disasters as well as just Data Day solutions. >> It's such an exciting time, and you and your pointing at so many different use cases that have a lot of potential to really be game changers. What keeps you up at night about this, though? I mean, I think that they're as we know, there's a lot of unintended consequences that comes with these new technologies and particularly explosion of these new technologies. What are what are your worries? What what is the future perils that you see? >> So So we definitely are working with these agencies of the federal government and commercial things on making sure that you can sit. You're the data. But again, that was one of the benefits of starting with a ws. We started with security being a primary of part of what we did. And so when when you have ground station, you do a satellite uplink for downlink, and then you immediately tell it where in the world you want the data to be stored. So, for example, we could download, Let's say, in another part of the world, and then you can bring it back to the nine states and store it in your we call a virtual private cloud. It's a way for our customers to be able to control their environment securely. And so we spent a lot of time explain to people how they could do that and how they could do it securely. And so, uh, well, it doesn't keep me awake at night, But we spend a tremendous amount of time working with these organisations, making sure that they are using best practices when they're using our solution. Right? >> Talk about the challenges you mentioned, storing the securely role of policy. We're living in a world now where the confluence of policy science tech people are all kind of exploding and studio innovation but also meet challenges. What are some of the things that you guys are doing? Obeys the bar improving? I mean, I'll say there's early days, so you're seeing areas to improve. What if some of the areas that you're improving on that are being worked on now on impact >> So you mentioned policy side of it. What I'd like Teo say is any time there's a new technology that comes out way. Have to do some catching up from, You know, the policy, the regulator point in front of you right now because the satellite industry is moving so fast. Um, there's a scale issues on. So governments throughout the world are looking at the number of satellites they're going up in, the number of communications are happening, and they're working with that scale on Andi. I I'm very proud to say that they're reacting. They were acting fairly quickly on DH. That's one of the areas that I think we're going to see more on is as this industry evolves, having things like having antennas insert and antennas and satellite certified quickly is one of the things that we need to talk. >> Some base infrastructure challenges mean Consider space kind of infrastructure. At this point, it plenty of room up there currently, but can envision a day with satellites, zillion satellites up there at some point. But that gets set up first. You're saying the posture. The government is pro innovation in this area. >> Oh, you're wasting a lot of interest in that way. We launched ground station governments both here in this country as well as throughout the world, very interested in this on DH. They see the potential on being able to make the satellite's on satellite imagery and detection available. And it's not just for those largest organizations like the governments. But it's also when you commercialize this and what we've made it so that small, medium sized businesses now, Khun, get into this business and do innovative things. >> Question. I want to ask. You know, we're tight on time, Rebecca, but we'll get this out. In your opinion. What? What do you think the modernization of public policy governments means? Because the paint on your definition, what modernization is This seems to be the focus of this conference here, a ws re public sector summit. This is the conversation we're having in other agencies. They want to modernize. >> What does that mean to you? It takes on many things. Many perspectives. What? What I find a lot is modernizations is making helping your workers be more productive. And so we do this with a number of different ways. So when you look at ground station. Really? Benefit of it isn't. Can I get the image? Can I get the data? But how can I do something with it? And so when you start applying machine learning artificial intelligence now you can put a point toe anomalies that are happening. And now you can have the people really focus on the anomalies and not look at a lot of pictures. They're exactly the same. So when you look at a modernization, I think it's some economists with How do we make the workforce that's in place more productive >> and find those missing cows? It's Fred McMillan. Thank you so much for coming on the Q. Thank >> you. It was a pleasure. We've >> got a lot of great mark. We got many more gas. Got Teresa Carlson. Jay Carney? >> Yeah. Yeah. General Keith Alexander, About how date is being used in the military. We got ground station connectivity. I really think this is a great opportunity for io. T wait to see how it progresses. >> Excellent. Thank you. >> Becca. Knight for John Furrier. Stay tuned to the Cube.

>>live from Las Vegas. It's the Cube covering. Inform Attica World 2018 Not you. Buy. Inform Attica. >>Welcome back and run. Live here in Las Vegas at the Venetian Cubes coverage of In From Attica, World 2018. I'm John for the coast to queue with by host the next two days. Peter Barrister, head of research for Wicked Bonds with an Angle and the Cube. Our next two guests from Deloitte. Leo Cabrera, who's senior manager. And Rajeev Krishna, who's the specialist leader on the engineering side. CDO side guys, Thanks for joining us. Thank you, John. Thank you, Lloyd. The leader in a lot of areas, absolutely doing a lot of cutting edge stuff from c'mon, the Blockchain crypto side tax side also in the I t side. You guys have been in a great top customers here in data in from Atticus, leading the charge, looking good with the trends. But the cloud is here. Cloud scale ecosystems developing. How do you guys see in from Attica? Evolving. Going forward, Mostly great messaging. But they still got customers out there that have sold stuff. They want to bring in cloud native new data. What's what's the prospects were in from Attica. >>Foreign Formica, Saudi lawyer. We have this nuanced article data advantage and basically would consider the inflection point between what we call in just 3.0, industry for point. And it's basically now we want to get value out of the data and our data advantage strategy Focus on three pillars. They have engineering wilderness and enable men for as Informatica Isa great component and a great supporter in each of these areas. Right, So, through these study we offer video service is we offer data governance. Studio chief did offer sheet state all of it. Yeah, on. And we partner with Informatica to profile the data to understand what will be the points in which we can find value over the data on off course with the new enterprise catalog to tool to do better governance for our clients. >>I want to get under the hood. I see the catalog is getting a lot of great reviews. Some people think that this is the next big wave in data management, similar to what we've seen in other ways like well, what? Relational databases and every way that comes on cap this catalogue New kind of catalogs emerging. What's your view on this? Is it away? Visit like recycled catalog, is it? >>So get a cataloguing and data. Curation has bean going on for decades, right? But it's never gained traction on, and it's never given Klein's the value because it was so manual takes tons of effort to get it right, right. So what inform Attica is done, which is absolute breakthrough? This embed a i into their enterprise data can log into which kind of accelerates the whole data. Cataloging on basically gives them gives climbs. The value in terms of cutting down on there are packed in terms of how many people, how many data students you need to put together >>So they modernize that. Basically, they exactly all the manual stuff put automation around and put some software to find around at machine learning. Is that kind of the secret to their success? >>Absolutely. And Down Delight has been partnering with Informatica for quite a while. In fact, we are one of the few companies that have a seat on the product advice report s o what we see from the marketplace we cannot feed into in from Attica to say, Hey, here's what you need to build into your products, right? So we be doing that with their MDM solution. For example, we have what we have. Articles indium, elevate. So we build machine learning into their MP and platform and offer. That's a solution similarly, and for America has built the clear platform into their E. D. C s. Oh, that's absolutely driving Valley for clients. And we have a lot of clients that are already leveraging >>a lot of risk and platforms tools, right? I see a lot of data stuff out there that's like like a feature, not a platform, that these guys got a platform, right? So But now the world's changing the cloud. How do you guys take that data advantage program or go to a CDO and saying, Look, you gotta think differently around the data, protect you explain your view on that. >>For us, data is now the center of everything, right? So any business who want to remain competitive in the future needs to get into entire end twin management of the data, getting the value of off data and also understanding what is the data coming from and what is the day they're going to write off course is studded with all the regulations. And now GDP are coming on Friday. It is a big, you know, pusher for companies to realize that over. If >>you have a big party on Friday, a big party or is this what you Katie was a big part. Nothing happened. So you're never mean GDP. Are you guys have a lot going on there? I mean, this is the center of the conversation. >>Yeah. I mean, we do have a lot of clients who need to be compliant on GDP are on informatica is one of the tools that have already pre established the policies, so you can quickly determine where is the data that GPR is gonna be monitoring and looking for compliance on So rather than doing it from a scratch, right? So it takes a lot of it >>for Let's build on this a little bit. So when we talk about different as John was saying, different generations of data management technology, we're coming out of a generation was focused on extract, transform and load where every single application or every single new analytics application wasn't you identify the source is uniquely you build extractions unique. You'd build transformations, you build load scripts. Uniquely all that stuff was done uniquely. Now what we're saying is catalog allows us to think to move into a re use world. We've been reusing code fragments and gets and all these other things for years. In many respects, what we're talking about is the ability to bring a reuse orientation inside the enterprise to data. Have I got that right? You got it >>right. Two minutes. But the most important parties how to get value out of that, right? Because they did >>manage to get value out of using >>it more exactly And understanding, You know, how can improve your operations or you know, the bottom line, or reduce the risk that you have in your data, which is basically CPR is about, >>and one other Salin point is on very scene for America bringing values their completeness of mission. Right. So when you talk about gdp are you need different aspects, right? You need your data integration. Whether it be through cloud around. Promise you need get a governor on top of what you're cataloging, right? You need security data security. Right? So it all comes together in the hole in dramatic solutions. And I think that's very see value is supposed to like pocket pockets >>of guys. I gotta ask you a question. We've seen many ways. I think it's a big way this whole date away. But you guys, you have a term called industry four point. Oh, is what is industry but the Deloitte term. But what is that? What is industry four point? Oh, me. Can you define that? >>You wanna take that door? >>Yeah, sure. So we've seen, you know, revolutions in terms off technology and data on. We've seen people going from kind of the industrial revolution to the dark. Amira, What? Three terms in the street? Four point off where data is annoying, right? So data is an acid that needs to be completely leverage. Not just you look a reactively and retrospectively like How did we do? Right? And not even just for predictive analytics. We've seen that for a few years now. It's also about using data to drive. This is value, right? So are there new ways to monetize data? Are there new ways to leverage data and grow your business? Right? So that's what Industry four. No, no is about. >>That's awesome. Well, we got a lot of things going on here. Thanks for coming on. The Cube had a couple of questions. Got a lot of dishes going on. That preparing for the big opening of the Solutions Expo Hall. We're in the middle of all the action. You're out in the open, accused. What we do. We go out in the open final question, eyes around the CDO. Who should the chief date officer report to the C I O board? What >>do you >>guys seeing? Because the CDO now picking a strategic role if Davis the new oil. That data is the fourth wave of innovation that we've seen over centuries. What does that mean? For the chief Data Officer? More power? Why'd you report to the C i o? Why is the CEO reported the Chief Data officer? What's your take? >>Traditionally our clients in the past, where the mandate for the studios were more in the data governess, right? As of today, it is going more into enablement the data, right? So more than Analytics case. Still, service is so well seen clients going from the studio moving from under the CEO in tow, the CEO and into the CMO in some cases, more about marketing. However, at the lawyer, our proposition is that companies should do a big shift and funded the new data function as a totally new vertical next to H. R next to finance right, which have his own funding and the CDO being the leader of that function, reporting directly to the CEO or >>enablement side CEO handling much of three things engineering, governance and enablement correct. So the CEO will handle Engineering Dept. Which not just its engineering, full stack developers, possibly our cloud native developers. Governance could come into policy, normal stuff. We've seen enablement more tooling, democratization of things. >>Yeah, yeah, >>yeah. I mean, what we've been seeing right in the real world, Liss, you have, for example, finance transformation that CIA full heads, right? So there's a lot of traction at that point to kind of bring the company together. But then that soon fizzles out. Sometimes you have, ah, the CMO bringing on and marketing campaign and, you know, analytics initiative, right? There's a lot of traction. Then it fizzes out. So you need somebody at the chief data officer of the C suite level to maintain that traction that moment, Um, in order freed value. >>But it seems the key issue is someone who is focused on data as an asset generating competitive returns on data as an asset because and the reason why it could be the CEO, it could be somebody else. Historically, an i t. The asset was the hardware on the argument here is that the asset is no longer the hardware now the data data. So whoever whatever you call it, someone and a group who's focused on generating returns out of data, >>Yes. But it has to have that executive level and that new talent mortal that we're proposing right where everybody knows a little bit of data in a sense. >>And the other thing is that I mean, think about this role that's dedicated to creating value of data, right? So you can understand you know how you create value in one function. Take it to the other function and tell them Hey, here's have helped finance right, get more value and then use the same thing marketing our sales. So it's also the cross pollination of ideas across different functions in an organization. S O n roll like that is helpful in terms of >>just to say, the data could very well become the next shared service's organization. That's because you don't want your salespeople to be great with data and your marketing people to be lousy with data. >>Correct. You're totally right on that. That's what we're proposing, right? So data being another vertical in entire business, >>the Lloyd bring all the action here on the Q. With all the data they're sharing here to you. It's the Cuban John for With Peter Burst, more live cover. Stay with us. We're here in Las Vegas. Live for in from Attica, World 2018 day. One of two days of wall to wall comes here out in the open. Bringing you all the data is Thank you. Stay with us.

>> Announcer: Live from Barcelona, Spain. It's theCUBE, covering Cisco Live 2018. Brought to you by Cisco, Veeam, and theCUBE's ecosystem partners. >> Hello everyone. Welcome back to theCUBE's live coverage here, exclusive coverage of Cisco Live 2018 in Europe. We're in Barcelona, Spain for theCUBE Day one wrap of our two days of wall-to-wall coverage. I'm John Furrier with my co-host Stu Miniman, and we're going to break down day one, Stu? >> I can go for a couple more hours, who else we got? >> But Stu, we'll go live for a marathon session. No, let's wrap it up. We got a full day tomorrow, got some great guests here. At the keynote, Cisco laying out their vision and the story's kind of coming together, and I think Cisco has clarity. So my takeaway, I learned a lot. I learned that Cisco is not just talking, they're walking. They got a lot of work to do. I think that the signs of great progress with Cisco, Stu: one is Rowan put out a great keynote that looks forward not back. They didn't lean on their base and saying we're going to milk this cow until it's dead, meaning the networking engineers and the position. They're looking forward and putting a vision out there that says here's how the network will transform applications and they had a lot of use cases from IoT to multi-cloud and more. And two, they're cracking the code on IoT because they bought Jasper, which is back haul, essentially using cellular to the classic OT market, which is a classic end-to-end. To me, that was a revelation to me and I think that might be the unique creative thinking that could bring IoT into IT and transform the highly unsecure IoT WiFi IP market because anyone can throw a smart light bulb or whatever device. Full processing, multi-threading capabilities, and that can be hijacked and taken over and spewing malware and ransomware and everything else in between. >> John, if anything what I critique a little bit is he gives the vision of 2050. Go to a show like Amazon, they're like hey builders, here's what we have for you today that's really cool. And I think, we heard a lot from Cisco today, the cool things they have. Big acquisitions like AppD. We've talked a lot about, in the IoT discussion today, you talked about it was a $1.4 billion acquisition they made in that space. Here in the DevNet Zone, they're not talking about the future, they're talking about what they're building today. >> Well Stu-- Stu, you know how I feel about this. I kind of roll my eyes when I get that kind of futuristic with no meat on the bone. If you're going to have sizzle, you better have some steak on the grill. That's the critique for me is I'm looking and squinting through the hype and use cases. Oh, we got the future's going to be upon us to reality. What do they got now? That's the progress that I see and the signals that are showing to me are DevNet, active transformation of classic network engineer operator to programmer, one. Two, Susie Wee pointed out a new concept that we love called Net DevOps, which is programming the network for microservices and these new services with Kubernetes as the linchpin. Heard a little bit about Google, so in line with Google. Of course, Cisco's got billion dollar partners in the ecosystem. The certainly great fertilizer if you will, for this growth. They got a lot of things coming together. I think the challenge for Cisco and the strategic imperative that I see for the management team is show progress now. Now you've got the vision, that's the sizzle. Show the stink, that's what's happening now if they can bring that Amazon like mojo, I would think they'd hit a home run. >> John, we've got the Learning Lab behind you in DevNet area here. It's the first time in two whole days I haven't seen it packed and that's just because 15 minutes ago the World of Solutions reception opened. They've got snacks, they've got beer and wine, the music's going over there, so everybody's kind of moved over there but this area's been hopping. A day before the rest of the show really started, before the key notes. Absolutely, I'd love to have Susie talk about the four year transformation internally. We'd watched some of the people inside Cisco beating the drum, talking about making change. Cisco's made investment in Open Source. They've tried to move the needle some, but this developer wave, absolutely, they need to be a part of it. I think back to John Chambers talking about all the adjacencies, some of the failed acquisitions, flip acquisition, some the set top box type stuff. IoT, is the message they've had. I think you laid it out well. They had a good vision upfront but the market needed to mature some. Now we're ready for this to be real. Partner ecosystem, absolutely. Cisco is still a behemoth in this space and they've got strong partnerships a lot of way. There's a lot of transitions. There's some things they need to be careful about how they make the moves, but absolutely, there's interesting times here. >> Stu, you and I always love to talk about this because the network is where the bottleneck has always been. You mentioned in one of the questions, I forget who the guest was, what's going on with some of defined networking? Well, guess what, microservices changes that game. With Kubernetes now as a integration layer, it kind of splits the line between app developers and under the hood software engineering, all the way down to network engineering. Those are okay personas, but now you have policy programmability at the network level that services could take advantage of Those app developers that are slinging APIs, doing no JS, they're used to IOs. They're used to programming these functions. This kind of feels a little bit like serverless is coming to the table. I haven't heard that word here, but kind of getting that vibe. >> Absolutely, we haven't heard serverless. We have talked about containers some. Obviously, we talked about Kubernetes in area we've won, but the multi-cloud is still a little bit early for where Cisco plays at that M and O piece of it, Cisco has had a number of plays over the years and they make an acquisition. We'll see how it is. My friends in the networking space, the line is the single pain of glass, John, is spelled P-A-I-N. I'm glad I didn't hear that term from Cisco. >> John: I heard it once only. >> In general, they understand some of the challenges. They touch a lot of the pieces and they're not being overly dogmatic. They're not bashing the public Cloud. Yes, they have a lot more revenue in the data centers in the service providers, but they're not coming out here as a Cloud denier. >> That's a great point for a couple things. You know how I feel about multi-cloud. I think multi-cloud's BS right now. I think it's one of those moon shots down the road and I don't think anything's going to happen in multi-cloud for awhile. Your "True Private Cloud" report on Wikibon.com kind of validates that. The thing about the pain of class, Cisco actually has a lot of that on the management side. What needs to happen is that pain of glass management has to move up the stacks, Stu. This is where I think the test will be for them. That's going to be key. The thing that I did not hear that I'm surprised about is I didn't hear anything about data-driven anything. There's a lot of stuff being talked about. Programmable networking, kind of implies data. You even heard the IoT general manager talk about IoT feeds AI. I think AI's fed by data. Certainly, IoT supports data. I didn't hear about how their data is driving either policy, automation, not enough of that. I think that's a weak area, I'll say, they've got to do some work on. >> John, some of that I think is just terminology cause if you look inside the intent-based networking pieces that Cisco talks about, David Goeckeler this morning in the key note. He said it's about learning and security. Learning, it's all about data. How do we train those models? They didn't throw out the AI and MO buzzwords out there, but underneath, that's what's happening. It is about data, just networking people don't talk about data nearly as much as the compute or storage people. You're right, serverless, how will that impact the network? Because underneath infrastructure matters. Teagan's going to have to move around a lot more. I would've expected to hear some mention of it. >> Well, you made a good point, I agree with you. I love this intent-based networking. It really changes the conversation. If you say, what is that, what is intent in context? Huge conversation point, huge area to explore. This truly will make an adaptive network, a flexible network. It'll make it programmable. That's what people want. App developers need to have the services on the network side and they need the automation. Really, really key point. Any other learnings for you, Stu? >> Really John, it's going through that shift in model as we talked about in the intro. Cisco heavily moving towards that software model. Riaz who they brought in, heavy software background. You've got that balance of Cisco has strong history. They are trusted. Network provider, Trust and risk are absolutely the number one things that customers hear about. Security is something they bang on, but they need to undergo those transformations. People like Susie, like Riaz, coming in, helping to drive what's happening there. It's been nice to see very different from when the last time I came to Cisco, very heavy gear, and people plugging and running around, dealing with all those challenges. You think back to customers always-- What do they spend, 70 to 80% on keeping the lights on? Most of the activities we talk about here aren't the, oh, how do we keep the lights on? It's about growing the business and transforming the business, which is the imperative for CIOs today. >> The other thing I liked today is we had storage on, IBM and NetApp with a Cisco partner and ecosystem managing executives. Here's the thing that I learned and I'm happy to see this. You see storage going through the haves and have nots. There is a line going on, maybe its NV, NVFE over-- >> Stu: NVME over Fabrics. >> MVME over Fabric is causing a line that's going to define history, either on the wrong side of history or the right side. We're seeing storage start-ups struggling. We're seeing a lot of companies that we knew that went public, going out of business, start-ups cratering. But there's winners. Hearing the Cisco guys with NetApp and IBM, you're starting to see the storage vents who continue to make it, doing well and they're differentiating. What Cisco has actually done masterfully in my opinion, is they've balanced the ecosystem with the storage guys so that they can let everyone win. It's like a race car. Do you want the Lamborghini or the Ferrari or Porsche? You have different versions of storage. Each one can stand on their own and use Cisco and the better mousetrap wins, the better engine, will win for the use cases of the storage guys. Seeing kind of some swim lanes for storage. That's a good sign, Stu, for Cisco. >> Yeah, absolutely. That's how Cisco really drove that wave of converged infrastructure. I heard from lots of the partners at the (mumbles). CI, even though it's not the sexiest thing anymore cause it's over eight years old now, we've been talking about it, billions of dollars, that's what drove UCS, Cisco has a little bit of fear that they missed out on some of the core verbalization so they're not going to miss the container trend. They're not going to miss microservices. They're all over these pieces. But absolutely, they understand the value of ecosystems and they're very smart about how they target that. >> I agree with you, they got the container magic going on. DevNet certainly is looking good from a developer's standpoint. We will be covering the DevNet Create Event, which is a non-Cisco ecosystem. It's a new territory that Susie Wee has taken down, which is to get real Cloud native developers that aren't necessarily in the ecosystem, so that's going to be a positive. The thing I want to ask you, Stu, to end day one wrap up because this is kind of coming up as the NVME over Fabric. What's the impact of Cisco because we see the impact on the market place, with David Floyer would be chiming away if he was here, but I'd like to get your thoughts because you covered it closely, how is that going to help Cisco? Does it hurt Cisco, does it enable them, is it a game changer? What's the impact of NVME over Fabric? >> Cisco, remember not just a networking company, they're a compute supplier with UCS here. They have the M5, they have their latest that they have. Cisco's all over this, they're involved. It's how do I really bring that HPC kind of environment we've been talking about in the networking space. RDMA options out there. iWARP and Roce and NVME over Fabrics is going to be able to give me even higher speed, really low latency, getting scuzzy out of the way, which has been something that we've been trying to do for over a decade now in the storage world. I don't think-- We talked to Eric Herzog this morning and I really agree with him. This is evolutionary and this is not something that's catching anyone by surprise. It's not like-- >> It's on their radar. >> We're going from wire to wireless, or hey, this is now ethernet instead of token ring. >> So not a massive shift. >> It is similar to disk and Flash. It's absolutely, it's the next generation and there will be companies that implement it better, but we've all seen it coming. All the big guys are involved in it. Cisco, it relates to them and their ecosystem, and you expect them to not be a huge shift. >> One of the things we did not hear about. It's not a main theme here, it's certainly an undercurrent. It's certainly mainstream in the tech industry, both on the enterprise and emerging tech, certainly on AI and software, Stu, is the role of open source software. Not a lot going on here. I looked for sessions, I didn't see any birds of a feather or any meetups around open source. I know it's a DevNet show, Cisco show. DevNet creates a little bit more open source with Cloud found. We've interviewed folks like that and others. But if they're going to be talking to Google, and we're talking about Kubernetes, you cannot ignore the role of open source in the Cisco ecosystem. Your thoughts. Miss, not relevant to the show, kind of the back burner? Maybe Cisco's boiling something up? What's happening with their role and impact with open source? >> John, we heard that there's a presentation tomorrow in STO, they're working with Google on that. I'm not surprised not to see heavy open source in here. It would fit into the Cloud messaging, absolutely Cisco. On that Kubernetes train. We talked about in the containers that ecosystem when Docker announced the networking pieces, Cisco was right up there, wanted to make sure they're there. Cisco's doing it. John, they've had middling success to where they've been able to roll that into their products. We've covered a lot of it because we're big proponents of it but the typical customer here, I don't think that they're like oh hey, I didn't see this. There's other places where those communities, the builders and the contributors in those environments know where Cisco goes. >> Cisco's got billions of dollars they've got to focus on that I agree, but open source is important. You know, Stu, we think Kubernetes could possibly unlock the multi-cloud path. We're constantly watching it. I think it's important to them, they have to be there. They're talking Kubernetes. They're talking about that line in the stack that creates an app developer, very cohesive app developer ecosystem, and then under the hood, engineering, software engineering mindset. They got to play. If you're going to play with Google in multi-cloud, Google's all in open source. They want to be on Amazon, they got to be open source. They got to be there, so we'll see. We'll see how it goes. Okay, day one wrap up here. theCUBE, live in Barcelona for exclusive coverage of Cisco Live 2018. We'll be here all day tomorrow as well. Thanks for watching, I'm John Furrier with Stu Miniman for Cisco Live 2018 in Europe. Thanks for watching. (techno music)

>> Voiceover: Live from Las Vegas. It's The Cube. Covering Dell EMC World 2017. Brought to you by Dell EMC. >> And the band played on. You might be able to hear the guitar player off in the distance. It's that time of day here at Dell EMC World 2017, along with John Furrier. I'm John Walls. Glad to have you here on The Cube. We are officially, John and I now, Node-O-Ramas. (laughing) We have joined the blue button club. We'll explain that in just a little bit. Tell you what it's all about. Here with me to do that is Armughan Ahmad, who is the SVP of Blueprint Solutions and Alliances of Dell EMC. Just had a launch. >> Yeah. Had to be one of the two. And Brian Payne who is the VP of Product Management in the server division at Dell EMC. Brian, thank you for being with us. >> Absolutely. Thanks for having me >> All right, so first off, let's talk 14G. Big server news, you guys make. I'm sure that's really had a lot of your attention this week. A lot of people want to know, Brian, what's up? Tell me about the excitement you generate with that announcement. >> Absolutely, it's generated a ton of excitement and it's not just been this week. It's been a lot of build up for driving a new generation of servers into the market. We start with what our customers are telling us that they're interested in, and with this generation we focused on the typical things you would expect, like how can we run workloads more effectively than the current generation of technology. However, as we look into the landscape as people drive digital transformation, the workloads are changing, right? There are a lot of new workloads. There's a lot of new technology that our customers need to sort out and figure out, where do I apply where in order to run things more effectively? And so we're focused on that in terms of delivering portfolio breadth so that our customers will have the capability when they need it to run their applications well. So that's one thing that is exciting and new. But aside from that, which is running our customers' applications, we're also focused on how can we make our customers more agile and effective through the automation tools that we've designed into this generation of servers? And then, lastly, security has been a big focus. And it's not bolted on security; it's integrated security built into the server throughout the supply chain and throughout the life cycle of the server. Those are the big things that have resonated with our customers as we've announced the next generation of servers. >> I was kind of kidding on the top there talking about the Node-O-Rama buttons. Both of you are wearing yours. So tell us what is that all about? What's Node-O-Rama going on there? >> So Janet Moore, who's actually in our product marketing group, came up with Node-O-Rama because as we were getting ready to launch 14G, awesome servers, Poweredge 14 Generation, we wanted to be ready for VSAN ready nodes 'cause customers really wanted to take storage and take that software-defined storage and ensuring when you take software-defined storage you want to really run it on a server platform to drive the next generation of IT transformation and digital transformation eventually. But we also wanted to the same thing with Microsoft Spaces Direct. We also wanted to do the same thing with our ScaleIO, software-defined scale out storage capability. But then not just stop there. We also have SAP HANA ready node, which is our SAP HANA for commercial and midsize customers. So that's where Node-O-Rama really came in. We've got a lot of nodes. So right now we're launching our Microsoft Spaces Direct ready node that got launched on Monday. So we're totally excited. We have the most ready nodes in the industry right now. >> So we were talking in our intro this morning on our other set, David Floyer, analyst at Wikibon, and Keith Townsend, another analyst. We were kind of looking at this announcement here. The big takeaways were really, really strong hyper-converged ACI message. Seeing that across the board. VMware is the glue layer between all this. And then finally, reality of hybrid cloud. So we were just talking about the ready systems. How does this all work? Because now, those are three nice areas developing. How does Node-O-Rama fit in that? How should they think about ready nodes, the context of that scene? >> Well, one thing that I mentioned a moment ago is just this idea of complexity that customers are dealing with. We still have, through our ready systems, we're able to offer simplicity for customers that want to buy a full system-level solution, but not everyone is, for a variety of reason, is ready to do that. However, they're left with saying, "Okay, I can buy servers from Dell, Poweredge Servers "and go run my workload, "but what do I pick? "I want to move to a software-defined storage. "I want to run something like SAP HANA. "Can somebody simplify that process for me?" And that's where ready nodes come in. It really streamlines the selection of technology where we've done the testing. We've done the validation to figure out what's going to run well and then we can point customers in that direction. And we can also streamline the services, the service offering around that. So it's really about making it simpler for out customers throughout the lifecycle of picking the technology and then deploying and managing. >> What about operational support? Efficiency, ease of use there? What's your position on that? >> Absolutely, operational support is streamlined and then if you have an issue with a ready node and you call up Dell services, they're going to immediately recognize what you have and be able to get you back up and running and working more effectively, more quickly. >> So where's the Nexus here, alliances and then what you're doing there? How's that coming together? >> Yes, so I lead our solutions business unit that is powered by our technology alliance partners, so VMware VSAN ready node, Microsoft Spaces Direct ready node. ScaleIO happens to be our own IP, so that's a ready node, and then SAP. So those are the alliance partnerships. And then what my group does is we work very close with Brian Payne and Ashley Gorakhpurwalla, whose at GM, for our server division, and Robbie Penaganti. That server division, it's all about the server right in the center of it so if you are going to drive a software-defined data center, you have to get a server right in the middle and make sure that server's not only scalable, it's intelligent, but it's also secure. So what we do is we actually take that server that's ready from their side and they certify it. We then take that in my group. We validate it, we make sure that the firmware that needs to be changed, the buyout that needs to be changed. The service capability, the sales enablement that we have to put out there. So it becomes a ready node, right? >> So tell me about the old days. I'm just kind of going, "Wow! "That sounds really easy" but it's not. They, in essence, have to build a server that's going to be ready for whatever composed solution you put together, whether it's VMware, Edge, or whatever. >> Armughan: Yeah. >> They have to then make the enablement happen. >> Armughan: Yeah. >> So in the old days, what was it like? Compare and contrast what it was in the old days. Go to the server guy and say, "I need these servers to support this, this and this" and then they go do it. >> Brian: Yeah. >> And months later. Take us through why is this different for the customer? >> It actually starts very early in the process as we look at the technology landscape, working with Armughan's team to figure out what technologies are going to change and transform the efficiency of how we run applications. It starts with defining the servers arm-in-arm with the team that's responsible for delivering those applications, figuring out what's going to work, develop it, and then bring it to market. And then it's really about streamlining that selection process for our customers. How can we make it easy for them to pick the right things and then quickly procure that and deploy that in their environment and start getting the business results that they're after? >> So time to market for the solution is optimized in that scenario? >> Brian: Oh yeah. >> You call in for the server, 14G. (finger snap) You have it all prepared, ready for you to go. >> So John, in the past, let's go back a few years, right? Our 13G servers at that time, or any other servers in the industry, were really developed for multi-workloads. They weren't developed for specific workloads. What we have now done at Dell EMC, and this is the synergy that Marius was talking about earlier that you were mentioning, which is we take our server group, we work hand-in-hand in our server group right up front, so that's 14G, as our 14th generation of Poweredge servers were being designed, Brian Payne and I, and our teams work very close together to say, "Okay, what are the top workload orientations "that we want to go after?" So software-defined storage, definitely top priority. Now, who should we be working with? VMware VSAN, of course. Microsoft Hyper-v Spaces Direct. Our ScaleIO business, because we know a lot of the customers want to do that. But then, in addition to that, we said, "Okay, ready nodes is good. "That's fantastic." But we know customers go from build to buy continue. So they'll be customers who would want SAP workload orientation, they would want Oracle workload orientation. They want Sequel workload orientation. But then those are your traditional apps. But now you're moving into the next generation apps of machine learning, AI, which is starting with high-due clusters and analytics clusters. So our partnership between server product group and our solutions product group. My product group does not exist without server product group. We have to ensure, and by the way, same thing goes for storage product group, our data protection product group, and our networking product group, as well as our CI and ACI product group. What we do is we, essentially, work right up front and make sure that that workload orientation is start through right in the beginning. >> John: What's the customer reaction? >> You want to take that. >> Yeah, sure, I was just going to add one piece and I'll address that. Conversely, the server isn't going to do anything without the application running on top of it. So that's where we go hand-in-glove here. Customers are very pleased with it. The adoption rates have been very strong of what's been in the market and then as we're bringing a breath of fresh air with the next generation technology, customers are very eager to begin adopting. >> John: What's the reaction to this announcement because the 14G had the fanfare yesterday when it was talked about, but what is the reaction to the 14G and the ready server nodes now? >> I'll give you an example, first of all, on our revenue growth. So we actually picked some major workload so VSAN ready node. We'd announced that about six months ago and our VSAN ready node business is through the roof right now on 13G. 14G launches as soon as the summer. Ashley Gorakhpurwalla mentioned on stage sometime this summer. As soon as that launches, we will be ready with 14G. But right now we have ready nodes already in the market on our 13th generation platforms. And as soon as we started launching these solutions we're finding that our customers, more importantly our channel partners as well, because they find that it's much easier, John, for them to deploy that. We're also seeing that same 13G to now 14G migration related to high-performance computing. A lot of customers are taking that on and the growth has been really fabulous. >> Yeah, I think if you rewind the clock before ready nodes and say, "What was the world like?" We had customers that were deploying and trying to deploy things like VSAN or other software-defined storage, and they were running into problems and us, VMware, we're trying to help customers navigate that, but what we found was there were dependencies in that stack in the underlying infrastructure, and so the ready nodes really came out of that how can we improve that customer experience and make sure that what we deliver is going to be trusted and reliable. >> And shipping around the summer, which is right around the corner. >> That is 14G is going to ship but right at the same time, our ready nodes for VSAN ready node and Microsoft Spaces Direct ready node and ScaleIO ready node will ship at the exact same time 14G Poweredge servers ship, right? But keep in mind, we're already selling all of the 13G-based platforms for ready nodes, ready bundles, and ready systems. >> John: I tell you, just knowing the channel partners, they're going to love this. >> Oh yeah. >> Because it's so peaked and not a lot of training involved and they can pick up the training and services (finger snap) right out of the gate, target workloads, good engagement of customers. Makes a lot of sense. Hangs together in my mind. Congratulations. >> Brian: Thank you. >> All right, so Node-O-Rama, this is the button here. >> Armughan: It's right here. >> Check out the ready nodes. It just sounds great. Ready, alert, fire jets go. (laughter) Take off in the aircraft carrier. >> There is nothing like being an honorary Node-O-Rama. So thank you very much for the pleasure. >> Getting ready to Rama. >> Always good seeing you guys. >> Thanks for being with us. >> Armughan: Thank you. >> Back with more coming up here. Dell EMC World 2017 Live from Las Vegas. 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>>Hi from Las Vegas, extracting the signal from the noise. It's the cube covering IBM insight 2015 brought to you by IBM. Now your host, Dave Vellante and Paul Gillin. >>Welcome back to IBM insight everybody. This is the cube. The cube goes out to the events. We extract the signal from the noise. This is I think our fourth year at IBM insight, IBM's big, big data show. IBM doesn't use that term, they call it analytics and it's been done a tremendous job of taking this giant portfolio and then building a leading the leading actually analytics business in the industry. Harriet Fryman is here, she's the vice president of marketing at IBM analytics. Harriet, welcome to the cube. Good to see you. Thanks for having me back. Yes, so the show here is big, I think bigger than anyone, you know, we've been to a lot of great energy. The solutions expo is tremendous. The, the keynote this morning were packed the general session, so you must be thrilled. >>Yeah, it's fantastic audience. And we just came off our advanced analytics keynote this afternoon. We were talking about the advances in Watson analytics. So the smart data discovery tool as well as our new release of Cognos. >>So Watson analytics is just permeating all parts of the business in the healthcare business, the cloud business, the analytics business. Talk about the impact that that little sort of experimental program with jeopardy has had on the company as a whole. >>Yeah, it's really delivering on the promise of, we talk about around the cognitive business and where Watson analytics comes in. It's really looking to bring that smart data discovery to an individual on their, um, on their PC to get instant insights into data. Whereas before they're really, um, could get access to the data, but how do they find the causation between data points versus just take a look at sales data, finance data. So Watson analytics really allows them to have that natural language question and um, have the processing behind the scenes find the interesting stuff in the data. >>Big idea is a, is it a marketing executive? You've got to love the, the fact that you can actually produce such a capability, you know, it's not like a little point product that's a platform that can touch every part of your business that can change lives. What are your, can you comment on that as again, from a marketing perspective, >>it's always fun in marketing to have a great portfolio to be able to market and something that really makes a difference to people's business. So with the, with Watson analytics and with what we're doing with Cognos around our business intelligence, it's great to market. Um, what has always been promised, I think in the BI market for many years, which is self service analytics for all. So, uh, as we're marketing both the capabilities around Watson as well as the capabilities and Cognos, it's kind of a delight to say, you know, what we were talking about give insight to everybody to make better decisions. It's really coming to fruition. >>If IBM has grown its analytics business largely through acquisition, I think you'd have 25 acquisitions. You've got a of different great brands, SPSS, core metrics, Cognos and the like is Watson, they're going to evolve and do a kind of a simulation point for all of those? >>Well, yeah. What we look at is, um, as we talked about the cognitive business and Watson really been the cognitive computing engines of, of that business. We're looking at how our analytics business really expands a company's business companies, company's ability to really understand what the data is, turning them, learn from experience of working with the data and put that into practice. So we can do that with dashboards, with reports as well, which is help people understand there's insight to be gained from data. There's value to be gained from data. And so you can apply it through being a learning company with or without having a cognitive system itself. It's, I'm going to take data, I'm going to apply analytics to understand patterns and I'm going to apply that to my business. And then I'm going to learn from the feedback loop and just keep learning, learning, learning. And that's what a cognitive business is about. >>So the BI business historically, you know, it's been interesting to watch. I mean I remember when it was called, you know, decision support, right? And, and it's put on a lot of promises, 360 degree view of the business, you know, predictive analytics and it didn't live up to those promises. And then you have this whole Hadoop movement come in and they're going to live up to those promises and then you realize, wow, they actually can't live up to those promises without the traditional data sets. And are those two worlds coming together? Is that the way that we should be thinking about this to actually fulfill on those promises? The last 15 to 20 years? >>Yeah, I think we always had the chicken and the egg, right? You can't have great analytics without great data. And what's the use of great data and as you have great analytics, so you really need both together. And then the promise has always been a great three 60 degree view of customer actually requires being able to get your arms around the data itself, reconcile it, make sense of it. And then it requires great analytics and a way to deliver it to the people who can use it in their business, be they in call center and service and sales. So the promise has always been there is the fact that we need to put it all together. We need to put together the data, as you said, Hadoop and relational data altogether inside and outside the firewall. We need able to make sense of it. So bring those entities together, do master data management, make the data, make sense as you pull it together and then have a great way for people to understand it. Consumer apply it in their business. >>So Cognos was obviously huge acquisition don't, Paul wasn't mentioning many of them. I think we used to tell you it's one of his favorite and I think it was rather large. It was with $5 billion acquisition, I believe. And so, and then IBM has sort of supercharged that entire business. So how has Cognos evolved and where are we today? >>Yeah. So as, as I came in through the Cognos acquisition many years ago when IBM acquired us, I really have seen it just develop and expand from the day that we, uh, we came on board with IBM. It's really expanded in a couple of ways. One is that we have expanded, um, cognitive capability to get at all types of data. So you mentioned Hadoop. So now we've, we know that in order to deliver a rich understanding of what's happening in the business called the Cognos reporting capabilities need to access all of that data. And so it does, it can access relational data, data and appliances, Hadoop data, data on the cloud. So really expanding the Corpus of data that can be put into a report and consumed by business. The second, a big investment has been, um, where BI was always thought of as an it only tool. Now I ask it for a report. They have a report backlog. Some months later they may give me a report. It's not quite what I wanted. That whole world has changed now, which is really bringing BI, we imagined into business people's hands because they want the right to be able to model data to be able to author reports, distributed, shared among their colleagues. So it's been an exciting journey as we've really taken business intelligence really to the next level. >>It's all about the, the role. What's the role of the spark, the big spark initiative that IBM announced a couple of months ago vis-a-vis all of the analytics products, the spark act as kind of a preprocessor for the, the capable of the value of those, uh, those point products add or how does spark fit in with them? >>Yeah, so, um, so with our spark investment, we announced our commitment to spark back in June and since then we're really looking at as well what we coined the term, the analytics operating system. So we see it as that foundational layer that's really going to speed up the speed of analytics as well as be able to apply algorithms to a much bigger, um, Corpus of data than you traditionally would have in a statistics tool, for example. So since then, actually today we announced that we now have 15 solutions built on spark across our analytics and our commerce portfolio. A great example is we replatformed DataWorks, which is our ability for business to do data wrangling as part of the Watson analytics work process. So we see spark is really an enabling technology for ourselves and then we've committed a significant investment back into the spark community to keep it enhancing the core fundamental capabilities of spark so that everybody in the ecosystem can take advantage of that. >>He said something just a minute ago, VI re-imagined. I want to pick up on that theme because again, the BI world used to be insights for a few and then they were very productive, very productive few, right? They had a huge impact potentially on the company. But you now hear things like we heard this morning about you know, citizens and analytics and the likes. So, and you have the, you know, the BI for Hadoop vendor does your sort of attacking the old, you got the vis guys attacking that business. As we said before, it's still critical. But so what is BI re-imagined? You know mean that means more agile. It means simpler, it means embedded into the workflow or the organization. I wonder if you could describe that in some more detail. >>Of course. So when we look at business intelligence, I totally agree with you. It's really a tool that it use to develop reports or dashboards that were then delivered to the corner office, the suite for them to understand how my sales trending, what are my financials looking like, what's my production yield sort of reporting like. And that's great. Um, but that's kind of left a, a population that was not served, which was really the, uh, the business users who wanted to find insights for themselves. And that's really where the desktop discovery tools kind of were born, which was to satisfy that need out there that was not being satisfied by BI. When we're looking at re-imagining BI, we're looking at serving that community too, which means we have re redesigned the user experience of business intelligence so that those people out in the business can author their own insights, can distributed, distribute their own insights. >>And we've taken the learnings of how we designed Watson analytics and that user experience into the BI portfolio too. So let me give you an example. So for example, um, I'm looking for data. I want to report sales by product and by region. Um, I would have had to in the past have it build a model for me of that data. Now with re-imagined BI, I can be in the business, I can simply type in sales product, region. It's got to propose the data. So I don't need to know where the data's stored. It could be in Hadoop, it could be in relational. It's going to propose what data might be the most relevant to me. I can hit hit a button that says proposed model. It's going to model it for me in a way I go. So I didn't need to be a data modeler. I didn't need to know where the data was stored. So now I'm much more empowered as a business person. I don't need to offload that data into a desktop tool, worry about data silos, fragmentation of the decision process. I've now bought to that underserved population. >>So you've said what you've described, you've got a library of models and the system chooses the right one and fits for me. Is that right? Did I, >>you actually have a light. Yeah, close. You actually have a library of data sources and then you can build different models across those data sources. So you mentioned that there's a, a, uh, a dashboard tool right over here for Hadoop over here for maybe if another file system, etc. Well, that's great if all your data sits there. What we've done with BIS, we said, let's make that invisible and then you can pick data from any data source and bring it together into a single report. >>We had a routine of gunner on this morning talking about, uh, talking about governance. And what you're talking about was sort of democratization of, of analytics and, and everybody having their own, uh, their own tools, ability to manipulate data, I mean that has to proceed from a solid foundation of data governance. How well prepared our clients in your experience to proceed in that direction you're talking about they have that data really well hardened and bullets. >>So there's, there's a couple of steps I believe that um, clients understand that there's need to have integration and governance over the data sets, the challenges, the kind of Maverick use of data that happens in a company. So it's both tooling and technology as well as a corporate culture of how you're going to treat the data that you have in your, in your company. So where Ritika talks about the fact that you need to have a data reservoir, you need to have data warehouse, you need to have governance over that. We also need all of that governance to go all the way through to the end consumption of data. So where we've re imagined BI is to say you need that trusted source. It may sit on a server or many servers and need to make that available to everybody to self-serve and their first call to be, I shouldn't be, can I download that data into a tool myself? Cause the minute you cut that cord, your governance is gone. Now clients are starting to understand that because they're hitting that as the data discovery tools, um, start getting hold in the business, which is there's as many copies of data as people in the organization. And so one way to tackle that is to say no, I need to bring them back into the fold on the govern data and do that in a way that doesn't compromise their self service. >>So the big data meme sort of exploded around 2012 my, at the time, my 13 year old would joke and say good morning Polara and she'd say, morning daddy hashtag big data. And so I remember in 2012 when we came to insight, it was interesting to observe, but what IBM had done with this sort of bespoke portfolio of assets is put them together. And I said at the time, super glued it to the big data meme, changed the language around analytics and business outcomes and is now dominating that business or will dominate that business was kind of my prediction and it's exactly what you did in my, my version. Um, so let's talk about your portfolio. You've got purview over, so there's information management that's BI, the predictive analytics database is, is in there as well, and data integration, is that right? So there's that. What were once sort of these bespoke toolings talk about how you bring those together and bring them to market and message them? >>Yeah, yeah. It feels like there was, um, an evolution that happened in the marketplace, which is, as you said, it was almost like it had a shopping list. I'm going to go shop for BI now. I'm going to go and shop for predictive analytics and I'm going to go shop for a database and I'm going to go shop for integration. And really that's, um, great to have capability coverage. But in order to actually get insight from data, you need to be able to be in all the types of data, wherever it resides. You need to be able to put that data into context, which requires integration, master data management, and then you need to be able to deliver that, that, um, analytics and insight capability to everybody who needs it both through a dashboard as well as embedded into applications. So we really saw the opportunity to help our clients get value was to put them together and integrate them in such a way that you actually look for what business questions you want to answer. You don't shop by capability anymore. So the great thing when we look at how we market that is we can start with the business outcome or the client value and work back from there because different types of business problems require different combinations of the capabilities. >>And, and you find, I, you know, there's an old saying it's better to have overlaps than, than gaps. Do you find that you have more overlaps than gaps or do you find that you still got big gaps that you need to fill? >>Um, I think the language, we need some more English words and we need more words in the English language because when we say I need to get it data, I need to integrate it together and I need to deliver it. You could say that about Hadoop, right? Cause it does that. You could say that about a relational database. You could say that about our business intelligence tools. So sometimes people get, it appears like there's overlap because there's only so many limited words that we have to describe what we do. But it's the use cases that will prescribe which part of the portfolio we use. >>So at the, at the strata Hadoop world show this year, there were three or four big themes that emerge. You know, one was really about the data in motion in real time. You know, we talked about spark earlier. Uh, the second was the data, the database, the file system, you know, that sort of plumbing. Um, and the third was sort of complexity. Uh, everybody sort of choking on Hadoop complexity, spark helps but sparks complex too. So it seems like you guys are trying to take all that stuff and just make it invisible. Um, start with the business outcome and say, okay, you need real time. We, you know, to service this business or crime fraud, you know, is going to require some real time nature or maybe it's micro batching and whatever technology you use. Um, is that the right way to think about it that you're trying to hide that complexity and how do you hide that complexity? >>Yeah, exactly. We um, if you take the analogy of a car, everybody drives a car, but we don't necessarily have to understand how the engine works and you know, when we buy the car, we don't open up the hood and take a look and have everybody explain every single piece part and how they all work together. And that's sort of our destiny for what we're doing with insight, what we're doing with the solutions we build, which is yes, it has all those capabilities inside it, but you don't have to be technically savvy enough to understand what that is. You just need to know that it does what you want it to do for your business. So our is with data management, the hide, all the complexity of different data containers behind the scenes using big sequel or ways to access and make that transparent. Then with the analytics, we're looking to make the analytics transparent. So whether you're using an algorithm written in spark, you use an algorithm written in R, it doesn't matter. You're looking to have an algorithm apply to, to find patterns. >>But the way you would hide that complexity over the last 15 years is a big services engagement. And that's changing. Am I, am I understanding that right? I mean you're, you're changing that. You're driving more software into the platform and you're doing it with API APIs and, and, and less of an emphasis on leading with services, more of an emphasis on leading with business outcomes. And then mapping the technology to that. Is that, is that fair or is it still very heavily services led? >>Yeah, we definitely live the lead with the business outcomes. Um, as we look to support hybrid cloud environments, some of that technical complexity is, is made invisible because of the way that we use cloud. So you don't have to worry about deployment and enter production. The other thing we do with our services is we're much more focused on how are you going to apply the data that you have. How you get to apply analytics to actually change your business or services is much more in discussion of how are you going to make this impactful for your business versus the bits and bites of how do you install it, configure it and deploy it. >>But who, who is, who on the back end is going to do that dirty work. And who do you see in the companies you work with? Is there a specialized data function emerging within the CEO's organization? Is it, is it independent? Is it a set of independent of it is too important to the business or who who, who do you recommend do that backend plumbing work? >>Because we always used to talk about two populations in a client business and then it and how business and it would work together. We actually see a third leg of the stool happening, which is around the data professionals, so that's all the way from a chief data officer to achieve data scientists, data engineers, to application developers to implement those insights. So we see this third profession emerging in our clients. Now what's interesting is when they report into the it organization, they're more centered on data management, integration, governance. When they report into the business, they're much more focused on applying analytics for business outcomes, but you're absolutely right. There's this third data savvy PR profession that's really rising in importance and you see a lot more appetite in clients to get that data savviness as a population in the company. >>At this point, you don't see any pattern emerging for where that function lives in the organization. Does that so? >>Correct. We see two, two distinct patterns in it. To better manage the data in the business to better drive an outcome from analytics. >>Do you see this, is the CDO a coming role? Is that, is that a high growth function within the big corporations you work with? >>It's definitely a function that is pretty much becoming established. They're called chief data officers or chief analytics officers sitting at the table helping with the business strategy of how to apply data for a difference in. >>And is that something CIO should worry about? >>Um, I don't, I don't know if they were, I'd have to ask a CIO that question, but definitely the CIO world is shifting much more to how do I provide the it infrastructure as a service provider. And then the CDO is C D O is taking that role with the data and analytics. We'll wait to see how it falls. >>Well, one of the, one of the sort of sea level question I think was about two years ago, the garden forecast, the chief marketing officers would spend more than CEOs by 2017 on it. Are you seeing that really happen? >>We're definitely seeing that. Um, the business side, the CMOs, the VP of sales, the chief operations officers driving much more of the decisions around analytics and data. The other thing that we're seeing is, um, and I think IDC actually quoted this is the rise of the profession of data science. It's outpacing the rise of it. >>Yeah. I mean in terms of growth rate we presume interesting or Harriet really appreciate you coming on the cube. We gotta we gotta leave it there. But last question is sort of, when you think about insight 2015, think about all the, the developments that have occurred over the last say four or five years. So how would you sort of summarize where we are today? What's the bumper sticker on insight 2015 >>the bumper sticker on insight 2015 is as its name in first insights to outcomes. You talked about big data five years ago. We're really shifting from being data hoarders and worrying about what the, how much data we have and what type it is to being insight hunters, which is how can I get the insights I need to make a difference to the, >>and that's where the business value is. Harry, thanks very much for coming on the queue. It's great to see you. All right, keep right there, buddy. We'll be back with our next guest right after this. This is the cube. We're live from insight 2015 in Las Vegas. We'll be right back.