Tag Archive | "VMware"

VMware COO: We Have a Bigger Plan For Security

“Fundamentally, we have a bigger plan for security,” says VMware COO Sanjay Poonen. “We felt it was the perfect time for us to come up with a disruptive play that was based on big data, was AI, and was cloud-based. There were only two companies doing it, CrowdStrike and Carbon Black. We felt Carbon Black was better integrated to us, had as good a product or better. We have a plan to integrate Carbon Black and make it intrinsic in a way that nobody else will do. We think this will transform the security industry that’s been broken today.”

Sanjay Poonen, COO of VMware, elaborates on how they plan to transform security and lead the containers movement currently going on in digital transformation. Poonen was interviewed by Jim Cramer on CNBC:

Containers Are A Movement Going On In Digital Transformation 

When you look at these types of transformational moments going on in digital transformation, these happen once every 10 to 20 years. VMware is the company that invented the virtual machine and for the last 20 years, we’ve created a million jobs in that part of infrastructure. There is a movement going on in digital transformation right now called containers. We believe it’s our birthright to own that movement. There will be potentially tens of millions of jobs among developers created on top of this virtual machine. 

Think of the virtual machine sort of like the ship and containers like the things on top of it. In the 1950s containers completely transformed ships and VMware created the ship. These containers are going to allow apps to be fundamentally transformed. We found as we thought about this that this was the right time to do it and it was our birthright to do it better than anybody else. Why not take those three thousand people in Pivotal and $ 750 million in revenue and turbocharge the next ten years of VMware, not just in virtual machines and virtualization in the path to the cloud, which is the first C, but the other C is containers. We think that’s a big part.

We’re A Go-To-Market Machine

Pivotal (is more valuable than the market initially believed) for two reasons. They’ve refactored their product which now sits completely on Kubernetes. If you don’t know what it is, it’s a sort of the big open-source container movement. And their go-to-market engine probably stuttered a little bit. But that’s what VMware does well. We’re a go-to-market machine. We’ll bring them in and accelerate this to our 500,000 customers. We feel good when we get a good product in the hands of our good go-to-market machine. I think we can accelerate it. 

At VMware, no one person does it, it takes a village but also our partners like Dell and the ecosystem also. VMware has 75,000 partners who love us. We’re going to take this to those ecosystem partners. We have a big tent of system integrators and they’re excited about this. We branded the entire thing, that’s the other thing we’ve done pretty well. Tenzo, which is the Japanese word for containers, we’re doing big ads in New York, San Francisco, and London Airports. This is a play on the word VMware that says ContainerWare. We’re not changing the name of the company but we’re going big in containers and that’s the key message.

We Have a Bigger Plan For Security

Fundamentally, we have a bigger plan for security.  Let me just walk you through a quick understanding of the strategy. There are a lot of parallels with security and healthcare. My mom’s a doctor. Imagine you went to a doctor and you asked her how do you get well and she said you have to eat 5,000 tablets. Eating one every 30 seconds would take you a couple of weeks to do. That’s what the security industry is today. It’s 5,000 vendors, broken, with lots of different agents bloated on people’s laptops, lots of alerts showing up, and manual labor.

We look at this and say there’s a fundamentally new way to do it, which is to make security intrinsic to your diet. You eat your vegetables, your fruit, you drink your water, brush your teeth, and that’s what we’re doing with security. We are making it part of our platform. 

A Disruptive Play Based On Big Data, AI, and Cloud-Based

We’ve been doing very well in network security around the NSX product but endpoint security and workload security we didn’t have much there. We had Workspace ONE, our AirWatch related product, and we found that many of these endpoint security players were kind of in a little internal turmoil. Symantec got bought by Broadcom. McAfee got bought by Intel and then was spun out again. We felt it was the perfect time for us to come up with a disruptive play that was based on big data, was AI, and was cloud-based.

There were only two companies doing it, CrowdStrike and Carbon Black. We felt Carbon Black was better integrated to us, had as good a product or better, and we intend to acquire them. The acquisition hasn’t yet closed. We have a plan to integrate this and make it intrinsic in a way that nobody else will do. We laid that out at VMworld. We think this will transform the security industry that’s been broken today.

VMware COO Sanjay Poonen: We Have a Bigger Plan For Security

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Bitcoin is Bad, Blockchain Is Revolutionizing, Says VMware CEO

Bitcoin as its implemented and implementation of blockchain and distributed ledger I assert is bad,” says VMware CEO Pat Gelsinger. “Its purpose is almost all illicit and it’s an environmental crisis. This is a terrible implementation of blockchain. I’m not saying that blockchain is bad. I think it is revolutionizing. This is breakthrough innovative technology and how you do distributed secured trust. That’s powerful. We are huge believers strongly committed to blockchain and distributed leverage technology.”

Pat Gelsinger, CEO of VMware, says that Bitcoin is bad, but blockchain, when done right, is revolutionizing in an interview with theCUBE at VMworld 2019 in San Francisco. 

Bitcoin is Bad, Blockchain Is Revolutionizing

The idea of distributed ledger technology, immutable distributed trust, I’ve said I think of that, and blockchain is the underlying technology, as almost like public-private key encryption. If we go back 40 years before RSA it’s that important. This is breakthrough innovative technology and how you do distributed secured trust. That’s powerful. We are huge believers strongly committed to blockchain and distributed leverage technology. Why do I make my comments like I do on Bitcoin? Bitcoin as its implemented and implementation of blockchain and distributed ledger I assert is bad. It’s bad for two reasons. 

One is it’s an environmental crisis. A single ledger if you and I transacted a penny I would consume enough energy to power your house for half a day. It’s incredible. This is a terrible implementation of blockchain. Secondly, the way it’s also done as well in this totally unregulated environment, almost all of its uses are for illicit and criminal purposes. That’s who’s trading in Bitcoin. So its purpose is almost all illicit and it’s an environmental crisis. I say bad. I’m not saying that blockchain is bad. I think it is revolutionizing. Studies have shown that over 95 percent of the uses of Bitcoin is criminal. Let’s go make it good. Do good engineering and engineer for good.

Partnership With Australian Stock Exchange and Digital Asset

We just announced on Sunday a partnership with the Australian Stock Exchange and Digital Asset. They’re leveraging the VMWare distributed ledger technology as part of their go-forward strategy for the stock exchange in Australia. That’s good. We’re making it suitable for enterprises meeting the regulatory requirements and we’re order plus magnitude better in terms of performance and energy consumption and we’re just getting started.

Bitcoin is Bad, Blockchain Is Revolutionizing, Says VMware CEO Pat Gelsinger

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It Is a Multi-Cloud World, Says VMWare COO

VMWare allows the datacenter to act like a public cloud,” says VMWare COO Sanjay Poonen. “It is a multicloud world. While AWS will be first and preferred for us, we want every customer that has VMWare in the private cloud but AWS, Azure, Google, IBM, and Alibaba, those are the top five hyperscalers, and all of them have embraced VMWare.”

Sanjay Poonen, COO of VMWare, discusses the incredible growth of VMWare which is driven by their ability to connect companies to any and every cloud in an interview with Jim Cramer on CNBC:

Software Is Defining Everything

We had a great quarter. You have to put the bigger picture in perspective. We’re in the golden age of software where software is defining everything. Software companies, in general, are doing well. What we have done as a company is focus on making the datacenter software-driven and we think there is a bright future there. We showed some examples of that in hyperconverged  (HCI) and in software-defined networking (SDN). 

We also showed some incredible momentum with our partnerships in the hybrid-cloud. Amazon is obviously first and preferred there. We announced a partnership with Azure. There is also the digital workspace which is all of the devices. We think our future is bright and we just have to keep executing. Our view is always the long-run. 

In This Software Future We Are Not Tethered To One Company

I think there is a little bit of a misperception that we should nip in the bud (regarding correlating Dell’s earnings with VMWare). First off, VMWare’s business with Dell in these areas like hyperconverged, we’ve now surpassed companies like Nutanix who are number one in hyper-converged infrastructure, and in the digital workspace where we are partnering with Dell Laptops, those are going very well. We want Dell and VMWare to do well together. In the datacenter we work with Dell, HPE, Cisco, Lenovo, etc. There is no one hardware player that is the majority of our business. 

In cloud we work with AWS, Azure, Google, Alibaba, and IBM. You won’t find another company that has got as many hybrid-cloud partners. In the digital workspace, we work with Apple, Google, and Microsoft. In this software future, we are not tethered to one company. We are optimized to Dell, we are not tethered to them. You need a software-based solution for any of these areas, the datacenter, the cloud, or the digital workspace during tough times and in good times. 

It Is a Multi-Cloud World

You should think about applications like mobile homes. They’re going to move from the datacenter to the cloud on this freeway called VMWare. The mobile home could go to one cloud and may come back. VMWare allows the datacenter to act like a public cloud. We make the hardware datacenter look like Amazon. Now if you are an Amazon customer, and they have 30-35 percent market share, number one in the market for cloud, they are our preferred cloud partner, we can help customers. We have many customers who are adopting VMWare cloud in AWS. 

For those customers who said we are not an Amazon shop, for example, we quoted Walmart in our earnings announcement, they are using Azure. They have an option now because we announced a partnership with Azure. There are some customers that are going to have some other clouds. It is a multicloud world. While AWS will be first and preferred for us, we want every customer that has VMWare in the private cloud but AWS, Azure, Google, IBM, and Alibaba, those are the top five hyperscalers, and all of them have embraced VMWare. 

IBM is a great partner of VMWare. We love their services business. IBM Cloud has 2,000+ customers. We are going to partner really well with Ginni Rometty and the team. We compete with a small part of Red Hat’s business in containers. Over 80 percent of Red Hat’s business is Linux, a good part of their business which is OpenShift and JBoss, is not doing so well. The future of containers is a small part of the business. We can walk and chew gum. We can partner with IBM and compete with that small part of Red Hat and that’s our focus. We want a big tent at VMWare. We want to partner with as many people as possible and compete with as few people as possible. 

Make Your Story Sesame Street Simple

First off, if you want to serve your customers well start by serving your employees. One of my professors at the Harvard Business School, Len Schlesinger, wrote an article and book on service profit chain. What he talked about is if you want to create shareholder value focus not just on customer satisfaction but satisfied employees. Hug your start. Take care of the best and brightest who come in there. 

The second one is something that all of us can do which is make your story Sesame Street simple. All too often, I see product managers and account executives blabbering on with PowerPoints. Let’s tell the story just like you are telling the story to your mother or to your kids. Ironically, when you make things simple you’re going back to the basic principals of Steven Covey, 7 Habits of Highly Effective People, or Dale Carnegie, How To Win Friends and Influence People. It’s not that complicated. Have customer empathy.

It Is a Multi-Cloud World, Says VMWare COO Sanjay Poonen

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VMware Is Now a Platform For Digital Transformation, Says CEO

“We believe that our conversations now have gone from targeted to holistic to be this platform for their digital transformation,” says VMware CEO Pat Gelsinger. “That core idea of how do they get to that digital future, that’s not an IT discussion anymore, that’s a business strategy conversation. That’s why we are seeing this real uplift in the position in the conversation that we are having with customers globally.”

Pat Gelsinger, CEO of VMware, discusses how VMware has become a complete digital transformation platform for companies in an interview on CNBC:

VMware Is Now a Platform For Digital Transformation

We believe that our conversations now as we’ve expanded from selling compute Hypervisor to a complete cloud infrastructure, complete end-user computing, a transformation of their network and security offerings, our conversations have gone from targeted to holistic to be this platform for their digital transformation. That core idea of how do they get to that digital future, that’s not an IT discussion anymore, that’s a business strategy conversation.

That’s why we are seeing this real uplift in the position in the conversation that we are having with customers globally. As we’ve positioned in the past, as people move to the full VMware offering that is a multiplier. A company or an institution that is using us as a Hypervisor, now the full cloud stack of network, compute, management, and automation, that is a business expansion opportunity for us.

VMware Seeking Ability To Be a Government Cloud Provider

As I said on the (earnings) call we are now in the FedRAMP High process. We are seeking that ability to be a cloud provider for the government and many of the government. Many of the government in defense and intelligence are big VMware footprints. We see this as a great opportunity. We are in process to get approval. As the JEDI contract gets resolved we hope to be able to be positioned with Amazon and Azure, given our relationships with both.

Even as our preferred relationship with Amazon is very strong we do see this ability for us to participate for government business being an essential element of our multi-cloud strategy where Amazon, Azure, IBM, and our other cloud partners all give us a great opportunity to participate for government contracts.

VMware Is Now a Platform For Digital Transformation, Says CEO Pat Gelsinger

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There’s This Explosion of Innovation, Says VMware CEO

“There’s this explosion of innovation that’s going on,” says VMware CEO Pat Gelsinger. “I’ve called it the four superpowers; cloud, mobility, AI, and IoT. These are just causing so many new companies, investment of capital, major new IPOs that are going on. I think with each sort of wave of these innovative cycles there’s an explosion of new companies, but then there’s also a consolidation of existing companies.”

Pat Gelsinger, CEO of VMware, and Michael Dell, founder and CEO of Dell, discuss the explosion of innovation that is going on in tech in an interview on CNBC:

There’s This Explosion of Innovation, Says VMware CEO

There’s this explosion of innovation that’s going on. I’ve called it the four superpowers; cloud, mobility, AI, and IOT. These are just causing so many new companies, investment of capital, major new IPOs that are going on. I think with each sort of wave of these innovative cycles there’s an explosion of new companies, but then there’s also a consolidation of existing companies. All of the layers start to reform. Up here you’ve got a whole new set of them emerging in many of these areas and in the existing areas there is some level of consolidation. I do believe there will be some because fundamentally at the infrastructure layer I believe customers want fewer more strategic vendors.

As I talk to CIOs I say my job is every one of your engineers is looking down the stack at infrastructure I want to enable you to have them look up to the application and business differentiating services. We’re increasingly going to automate, standardized, and cloud deliver those infrastructure layers so you don’t have to do it. We’re doing it for you in an automated AI standardized way so every one of your resources gets to look up to create business differentiating services. So yes I believe both of those will be true consolidation and explosion of innovation.

Customers Don’t Want to be Systems Integrators, Says Michael Dell

Well, certainly the combination of Dell, EMC, VMware, and Pivotal was the biggest ones (consolidations) yet to date. That was a pretty big one and last year we added more than $ 11 billion in revenue so that was some additional industry consolidation there for you. I think customers to Pat’s point have told us very clearly they don’t want to be systems integrators anymore. They’re looking for fewer partners. Bringing together a broad set of capabilities across the infrastructure, security, client devices, the cloud, digital transformation, enabling all those capabilities for customers. They’d much rather work with one leading company than 20 or 30 smaller ones.

There’s This Explosion of Innovation, Says VMware CEO

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VMware CEO: Why Can’t We Build the Telco Network Like the Clouds?

VMware CEO Pat Gelsinger suggests that with the advent of 5G the telco network should be built like the clouds. “Why can’t we build the telco network like the clouds have been built for with scalability, flexibility, efficiency, and agility?” says Gelsinger. “That’s really the idea of the telco cloud. As people go to what’s called NFV, network function virtualization, and as they’re looking ahead to 5G services, can’t we have a new architecture for building the telco cloud? But it also is flexible and scalable and helps them do services between 4G and 5G.”

Pat Gelsinger, CEO of VMware, discusses 5G and building the telco network like the clouds in an interview at the Mobile World Congress in Barcelona with CNBC:

Building the Telco Network Like the Clouds

What it really is about it’s saying that over the last decade and a half we’ve gotten pretty good at building clouds. Why can’t we build the telco network like the clouds have been built for with scalability, flexibility, efficiency, and agility? That’s really the idea of the telco cloud. As people go to what’s called NFV, network function virtualization, and as they’re looking ahead to 5G services, can’t we have a new architecture for building the telco cloud? But it also is flexible and scalable and helps them do services between 4G and 5G. It also helps them bridge so as they build these new services they can run them on the old as well as prepare services for the new.

The telco market is like 80 percent the size of the data center and cloud market. This is big. It’s a huge adjacent market that largely we’ve never touched before. We’re really excited about that. If you think about what we’ve done, it’s about building this rock-hard infrastructure that never goes down. Data centers, businesses, and banks running it told the telco networks that they need rock-hard never-goes-down infrastructure. We really find a huge opportunity there.

2020 is the Year for 5G

I’ve said for a few years that I think 2020 is the year (for 5G implementation). I think when you when you see a show like this everybody’s starting to really gear up. The trials are underway. I really see 2020 as really where it’s going to happen. Right now the national anthem is playing and next year the game gets started. If you’re going to be a cloud you’ve got to be efficient. That helps the bottom line by building more cost efficiency and operational efficiency. You have to do that. But ultimately, it’s about the new services that 5G is going to introduce.

It’s hard to say how much Huawei (potentially being banned in Europe) is going to impact. Obviously, people who have large positions with Huawei today, it becomes easy to add 5G onto it. It is somewhat dependent on carrier and market. Our view of what we’re trying to do with virtualization is to minimize unique dependencies on any particular hardware market. Part of our value proposition exactly helps customers navigate through the 4G to 5G transition as well as picking different key hardware vendors. That’s what that virtualization layer does so we think we actually help customers.

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