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  • >> Live, from Las Vegas!

  • It's theCube!

  • Covering VMworld 2018.

  • Brought to you by VMware and its ecosystem partners.

  • >> Welcome back everyone, it's theCube's live coverage

  • in Las Vegas for VMworld 2018, it's theCube.

  • We got two sets, 24 interviews per day, 94 interviews total.

  • Next three days, we're in day two of three days coverage.

  • It's our ninth year of covering VMworld.

  • It's been great.

  • I'm John Furrier with Dave Vellante, next guest,

  • Cube alumni, number one in the leading boards right now,

  • Sanjay Poonen did a great job today on stage,

  • keynote COO for VMware.

  • Great to have you back.

  • Thanks for coming on.

  • >> John and Dave, you're always so kind to me,

  • but I didn't realize you've been doing this nine years.

  • >> This is our ninth year.

  • >> That's half the life of VMware, awesome.

  • Unreal.

  • Congratulations.

  • >> We know all the stories, all the hidden, nevermind,

  • let's talk about your special day today.

  • You had a really, so far, an amazing day,

  • you were headlining the key note with a very special guest,

  • and you did a great job.

  • I want you to tell the story, who was on,

  • what was the story about, how did this come about?

  • Tech for good, a big theme in this conference has really

  • been getting a lot of praise and a lot of great feedback.

  • Take us through what happened today.

  • >> Well listen, I think what we've been trying to do

  • at VMware is really elevate our story and our vision.

  • Elevate our partnerships,

  • you've covered a lot of the narrative

  • of what we've done with Andy Jessie.

  • We felt this year, we usually have two 90 minute sessions,

  • Day One, Day Two, and it's filled with content.

  • We're technical company, product.

  • We figured why don't we take 45 minutes

  • out of the 180 minutes total and inspire people.

  • With somebody who's had an impact on the world.

  • And when we brainstormed, we had a lot of names suggested,

  • I think there was a list of 10 or 15 and Malala stood out,

  • she never spoke at a tech conference before.

  • I loved her story, and we're all about education.

  • The roots of VMware were at Stamford Campus.

  • Diane Greene, and all of that story.

  • You think about 130 million girls who don't go to school.

  • We want to see more diversity in inclusion,

  • and she'd never spoken so I was like, you know what,

  • usually you go to these tech conferences and you've

  • heard somebody who's spoken before.

  • I'm like, lets invite her and see if she would come

  • for the first time, and we didn't think she would.

  • And we were able to score that, and I was still

  • a little skeptical 'cause you never know

  • is it going to work out or not.

  • So thank you for saying it worked, I think we got a lot

  • of good feedback. >> Well, in your first line,

  • she was so endearing.

  • You asked her what you thought a tech conference,

  • you said too many acronyms.

  • She just cracked the place up immediately.

  • >> And then you heard my response, right?

  • If somebody tells me like that, you tell VMotion wrong

  • she looked at me what?

  • >> Tell them about our story, real quick, our story

  • I want to ask you a point in question.

  • Her story, why her, and what motivated you to get her?

  • >> Those stories, for any of you viewers, you should read

  • the book "I'm Malala" but I'll give you the short

  • version of the story.

  • She was a nine year old in the Pashtun Area

  • of the Swat Valley in Pakistan,

  • and the Taliban setted a edict that girls

  • could not go to school.

  • Your rightful place was whatever, stay at home

  • and become a mom with babies or whatever have you.

  • You cannot go to school.

  • And her father ran a school, Moster Yousafzai,

  • wonderful man himself, an educator, a grandfather,

  • and says know what, we're going to send you to school.

  • Violating this order, and they gave a warning after warning

  • and finally someone shot her in 2012, almost killed her.

  • The bullet kind of came to her head, went down,

  • and miraculously she escaped.

  • Got on a sort of a hospital on a plane, was flown

  • to London, and the world if you remember 2012,

  • the world was following the story.

  • She comes out of this and she's unscathed.

  • She looks normal, she has a little bit of a

  • thing on the right side of her face

  • but her brains normal, everything's normal.

  • Two years later she wins the Nobel Peace Prize.

  • Has started the Malala Fund,

  • and she is a force of nature, an amazing person.

  • Tim Cook has been doing a lot with her

  • in the Malala Fund.

  • I think that actually caught my attention when

  • Tim Cook was working with her, and you know

  • whatever Apple does often gets a little bit of attention.

  • >> Well great job selecting her.

  • How's that relevant to what you guys are doing now,

  • because you guys had a main theme Tech for Good?

  • Why now, why VMware?

  • A lot of people are looking at this, inspired by it.

  • >> There are milestones in companies histories.

  • We're at our 20 year birthday, and I'm sure at

  • people's birthday they want to do big things, right?

  • 20, 30, 40, 50, these decades are big ones and

  • we thought, lets make this year a year to remember

  • in various things we do.

  • We had a 20 year anniversary celebration on campus,

  • we invited Diane Greene back.

  • It was a beautiful moment internally at Vmware during

  • one of our employee meetings.

  • It was a private moment, but just with her to thank her.

  • And man, there were people emotional almost in tears

  • saying thank you for starting this company.

  • A way to give back to us, same way here.

  • What better way to talk about the impact we're having

  • in the community than have someone

  • who is of this reputation.

  • >> Well we're behind your mission 100%, anything you need.

  • We loved the message, Tech for Good, people want to work

  • for a mission driven company.

  • People want to buy >> We hope so.

  • >> from mission driven companies, that stated clear

  • and the leadership you guys are providing is phenomenal.

  • >> We had some rankings that came out around the same time.

  • Fortune ranked companies who are changing the world,

  • and VMware was ranked 17th overall, of all companies

  • in the world and number one in the software category.

  • So when you're trying to change the world, hopefully as you

  • pointed out it's also an attractor of talent.

  • You want to come here, and maybe even attractor

  • of customers and partners.

  • >> You know the other take-away was from the key note was

  • how many Cricket fans there are in the VMworld Community.

  • Of course we have a lot of folks from India, in our world

  • but who's your favorite Cricketer?

  • Was it Sachin Tendulkar?

  • (laughs)

  • >> Clearly you're reading off your notes Dave!

  • >> Our Sonya's like our, >> Dead giveaway!

  • >> Our Sonya's like our Cricket Geek and she's like,

  • ask him about Sachin, no who's your favorite Cricketer,

  • she wants to know.

  • >> Sachin Tendulkar's way up there, Shayuda Free,

  • the person she likes from Pakistan.

  • I grew up playing cricket, listen I love all sports

  • now that I'm here in this country I love football,

  • I love basketball, I like baseball.

  • So I'll watch all of them, but you know you kind of have

  • those childhood memories. >> Sure

  • >> And the childhood memories were like she talk about,

  • India, Pakistan games.

  • I mean this was like, L.A. Dodgers playing Giants or

  • Red Socks, Yankee's, or Dallas Cowboys and the 49ers,

  • or in Germany playing England or Brazil in the World Cup.

  • Whatever your favorite country or team rivalry is,

  • India Pakistan was all there more, but imagine

  • like a billion people watching it.

  • >> Yeah, well it was a nice touch on stage, and I'd say

  • Ted Williams is my favorite cricketer,

  • oh he plays baseball, he's a Red Sock's Player.

  • Alright Sanjay, just cause your in the hot seat,

  • lets get down to business here.

  • Great moment on stage, congratulation.

  • Okay Pat Gelsinger yesterday on the key note talked

  • about the bridges, VMware bridging, connecting computers.

  • One of the highlights is kind of in your wheelhouse,

  • it's in your wheelhouse, the BYOD,

  • Bring Your Own Device bridge.

  • You're a big part of that.

  • Making that work on on the mobile side.

  • Now with Cloud this new bridge, how is that go forward

  • because you still got to have all those table stakes,

  • so with this new bridge of VMware's in this modern era,

  • cloud and multicloud.

  • Cluely validated, Andy Jassy, on stage.

  • Doing something that Amazon's never done before,

  • doing something on premise with VMware, is a huge deal.

  • I mean we think it's a massive deal, we think it's

  • super important, you guys are super committed

  • to the relationship on premises hybrid cloud,

  • multicloud, is validated as far as we're concerned.

  • It's a done deal.

  • Now ball's in your court, how are you going to bring all

  • that mobile together, security, work space one,

  • what's your plan?

  • >> I would say that, listen on as I described in my story

  • today there's two parts to the VMware story.

  • There's a cloud foundation part which is the move the data

  • center to the cloud in that bridge,

  • and then there's the desk job move it to the mobile.

  • Very briefly, yes three years of my five years were

  • in that business, I'm deeply passionate about it.

  • Much of my team now that I put in place there,

  • Noah and Shankar are doing incredible jobs.

  • We're very excited, and the opportunity's huge.

  • I said at my key note of the seven billion people

  • that live in the world, a billion I estimate,

  • work for some company small or big

  • and all of them have a phone.

  • Likely many of those billion have a phone and a laptop,

  • like you guys have here, right?

  • That real estate of a billion in a half, maybe two billion

  • devices, laptops and phones, maybe in some cases

  • laptop, phone, and tablets.

  • Someone's going to manage and secure, and their diverse

  • across Apple, Google, big option for us.

  • We're just getting started, and we're already the leader.

  • In the data center, the cloud world,

  • Pat, myself, Raghu, really as we sat three years ago

  • felt like we shouldn't be a public cloud ourselves.

  • We divested vCloud Air, as I've talked to you on your show

  • before, Andy Jassy is a friend, dear friend and a classmate

  • of mine from Harvard Business School.

  • We began those discussions the three of us.

  • Pat, Raghu, and myself with Andy and his team and as

  • every quarter and year has gone on they become deeper

  • and deep partnerships.

  • Andy has told other companies that VMware Amazon

  • is the model partnership Amazon has, as they describe

  • who they would like to do business more with.

  • So we're proud when they do that, when we see that happen.

  • And we want to continue that.

  • So when Amazon came to us and said listen I think there's

  • an opportunity to take some of our stack

  • and put it on premise.

  • We kept that confidential cause we didn't want it to leak

  • out to the world, and we said we're going to try'n

  • annouce it at either VMworld or re:Invent.

  • And we were successful.

  • A part with these projects is they inevitably leak.

  • We're really glad no press person sniffed it out.

  • There was a lot of speculation.

  • >> Couldn't get confirmation.

  • >> There was a lot of speculation but no one sniffed it out

  • and wrote a story about it, we were able to have that iPhone

  • moment today, I'm sorry, yesterday when we unveiled it.

  • And it's a big deal because RDS is

  • a fast growing business for them.

  • RDS landing on premise, they could try to do on their own

  • but what better infrastructure to land it on than VMware.

  • In some cases would be VMware running on VxRail

  • which benefits Dell, our hardware partners.

  • And we'll continue doing more, and more, and more

  • as customers desire, so I'm excited about it.

  • >> Andy doesn't do deals, as you know Andy well as we do.

  • He's customer driven.

  • Tell me about the customer demand on this because it's

  • something we're trying to get reporting on.

  • Obviously it makes sense, technically the way it's working.

  • You guys and Andy, they just don't do deals out of the blue.

  • There's customer drivers here, what are those drivers?

  • >> Yeah, we're both listening to our customers and perhaps

  • three, four, five years ago

  • they were very focused on student body

  • left, everybody goes public cloud.

  • Like forget your on premise, evaporate, obliterate your data

  • centers and just go completely public.

  • That was their message. >> True, sweep the floor.

  • >> Right, if you went to first re:Invent I was there on stage

  • with them as an SAP employee, that's what I heard.

  • I think you fast forward to 2014, 2015 they're beginning

  • to realize, hey listen it's not as easy.

  • Refactoring your apps, migrating those apps,

  • what if we could bring the best of private cloud

  • and public cloud together enter VMware and Amazon.

  • He may have felt it was harder to have those cultivations

  • of VMware or for all kinds of reasons,

  • like we had vCloud Air and so on and so forth

  • but once we divested that decision culminations

  • had matured between us that door opened.

  • And as that door opened, more culminations began.

  • Jointly between us and with customers.

  • We feel that there are customers who want many of those

  • past type of services of premise.

  • Cause you're building great things, relational database

  • technology, AI, VI maybe.

  • IoT type of technologies if they are landing on premise

  • in an edge-computing kind of world, why not land on VMware

  • because we're the king of the private cloud.

  • We're very happy to those, we progress those discussion.

  • I think in infrastructure software VMware and Amazon

  • have some of the best engineers on the planet.

  • Sometimes we've engineers who've gone

  • between both companies.

  • So we were able to put our engineering team's together.

  • This is a joint engineering effort.

  • Andy and us often talk about the fact that

  • great innovation's built when it's not just

  • Barny go to Marketing and Marketing press releases this.

  • The true joint engineering at a deep level.

  • That's what happened the last several months.

  • >> Well I can tell you right now the commitment I've seen

  • from an executive level and deep technology, both sides

  • are deep and committed to this.

  • It's go big or go home, at least from our perspective.

  • Question I want to ask you Sanjay is you're close

  • to the customer's of VMware.

  • What's the growth strategy?

  • If you zoom out, look down on stage and you got vSAN,

  • NSX at the core, >> vSANjay

  • (laughs)

  • >> How can you not like a product that has my name on it?

  • >> So you got all these things, where's the growth

  • going to come from, the merging side, is the v going to be

  • the stable crown jewels at NSX?

  • How do you guys see the growth, where's it going to come from?

  • >> Just kind of look at our last quarter.

  • I mean if you peel back the narrative, John and Dave,

  • two years ago we were growing single digits.

  • Like low single digits.

  • Two, three percent.

  • That was, maybe the legacy loser description of VMware

  • was the narrative everyone was talking about

  • >> License revenue was flattish right?

  • >> And then now all of sudden we're double digits.

  • 12, 15 sort of in that range for both product revenue.

  • It's harder to grow faster when you're bigger,

  • and what's happened is that we stabilize compute

  • with vSphere in that part and it's actually been

  • growing a little bit because I think people in the

  • VMware cloud provider part of our business,

  • and the halo effect of the cloud meant that as they refresh

  • the servers they were buying more research.

  • That's good.

  • The management business has started to grow again.

  • Some cases double digits,

  • but at least sort of single digits.

  • NSX, the last few order grew like 30, 40%.

  • vSAN last year was growing 100% off a smaller base,

  • this year going 60, 70%.

  • EUC has been growing double digits, taking a lot of share

  • from company's like Citrix and MobileIron and others.

  • And now, also still growing double digits

  • at much bigger paces, and some of those businesses are

  • well over a billion.

  • Compute, management, end-user computing.

  • We talked about NSX on our queue forming called being

  • a 1.4 billion.

  • So when you get businesses to scale,

  • about a billion dollar type businesses and their sort of

  • four, training five that are in that area,

  • and they all get to grow faster than the market.

  • That's the key, you got to get them going fast.

  • That's how you get growth.

  • So we focus on those on those top five businesses

  • and then add a few more.

  • Like VMware Cloud on AWS, right now our goal is

  • customer logo count.

  • Revenue will come but we talked on our earnings call

  • about a few hundred customers of VMware Cloud and AWS.

  • As that gets into the thousands, and there's absolutely

  • that option, why?

  • Because there's 500,000 customers of VMware

  • and two million customers of Amazon, so there's got to be

  • a lot of commonality between those two

  • to get a few thousand.

  • Then we'll start caring about revenue there too,

  • but once you have logos, you have references.

  • Containers, I'd like to see PKS have a few hundred

  • customers and then, we put one on stage today.

  • National Commercial Bank of Jamaica.

  • Fantastic story of PKS.

  • I even got my PKS socks for this interview.

  • (John laughs)

  • >> So that give you a sense as to how we think,

  • there will be four, five that our businesses had scale

  • and then a few are starting to get there,

  • and they become business to scale.

  • The nature of software is we'll always be doing this show

  • because there will be new businesses to talk about.

  • >> Yeah, hardware is easy.

  • Software is hard, as Andy Patchenstien said on

  • theCUBE yesterday.

  • Congratulations Sanjay and all the success,

  • you guys are doing great financially.

  • Products looking really good coming out,

  • the bloom is rising from the fruit you guys

  • have harvested, coming together.

  • >> John if I can say one last thing,

  • I shared a picture of a plane today

  • and I put two engines behind it.

  • There's something I've learned over the last years

  • about focus of a company, and I joked about different

  • ways that my name's are pronounced

  • but at the core of me there's a DNA.

  • I said on stage I'd rather not be known as smart or stupid

  • but having a big heart.

  • VMware, I hope is known by our customers as having

  • these two engines.

  • An engine of innovation, innovating product and

  • a variety of other things.

  • And focused on customer obsession.

  • We do those, the plane will go a long way.

  • >> And it's looking good you guys, we can say we've been

  • to Radio Event, we've been doing a lot of great stuff.

  • Congratulations on the initiative, and a great interview

  • with you today on doing Tech for Good

  • and sharing your story.

  • Getting more exposure to the kind of narratives

  • people want to hear.

  • More women in tech, more girls in tech,

  • more democratization.

  • Congratulations and thanks so much for sharing.

  • >> Thank you John and Dave. >> Appreciate you being here.

  • >> Sanjay Poonen, COO of VMware.

  • Friend of theCUBE, Cube Alumni, overall great guy.

  • Big heart and competitive too,

  • we know that from his Twitter stream.

  • Follow Sanjay on Twitter.

  • You'll have a great time.

  • I'm John Furrier with Dave Vellante,

  • stay with us for more coverage from day two live,

  • here in Las Vegas for VMware 2018.

  • Stay with us.

  • (tech music)

>> Live, from Las Vegas!

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