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  • (upbeat music)

  • >> Live from Las Vegas.

  • It's the Cube.

  • Covering, Boomi World, 2018.

  • Brought to you by Dell Boomi.

  • >> Laverne, welcome to the live Cube coverage

  • here in Las Vegas, the Wynn Hotel

  • for Dell Boomi World 18.

  • So, exclusive coverage.

  • We're here all day.

  • Wall to wall coverage covering the impact of cloud native

  • to application developers and owners

  • and for businesses. I'm John Furrier with Lisa Martin here.

  • We're here with Michael Dell.

  • 13th time on the Cube.

  • He's the founder and CEO of Dell Technologies.

  • Continuing to defy logic.

  • Growing leaps and bounds.

  • Continuing to do more in the new era of IT

  • and computing.

  • Mike, great to see you.

  • Thanks for coming.

  • >> Great to be with you.

  • Lisa, John, always fun.

  • And here at Boomi World it's really exciting

  • to see the ecosystem continue to grow.

  • As people try to connect everything together

  • Boomi is right there.

  • Incredible business last quarter.

  • Booking growth, 80%, 7500 customers.

  • I still can't find a customer that doesn't need Boomi.

  • The team continues to evolve what the capabilities.

  • We've just had a great show here.

  • 1000 customers showed up.

  • Lot's of great customer stories

  • about how they're integrating

  • all their apps and data together.

  • With the tsunami of data that is coming,

  • it just gets more and more important

  • and interesting and fun.

  • >> You know, you mentioned on the key note stage

  • with CEO Boomi, talking about some performance numbers

  • that you always throw out, server growth.

  • Continuing to grow, okay.

  • The pundants were saying oh servers,

  • that's cloud server-less.

  • You still need compute, networking and storage

  • but they do change with the cloud

  • and sass has proven that business model

  • of as a service is key.

  • Boomi's got this little secret weapon

  • around the unified platform that integrates

  • a lot of these traditional components

  • that is still going to be foundational

  • but yet set up the next wave around AI, Edge,

  • data tsunami that you mentioned.

  • This is a key variable in the architectural shift.

  • Can you talk about how you see that playing out?

  • Because you got a couple big pieces on the chess board.

  • VM Ware, the continuous Dell Technologies portfolio

  • kind of as the table stakes.

  • This is kind of interesting new architecture.

  • Explain how you see that.

  • >> Pivotal Dell NC, VM Ware.

  • >> So a lot of pieces.

  • >> Right.

  • >> How does Boomi play into that?

  • Because if it does be a glue layer if you will

  • for lack of a better word, it can be very powerful.

  • >> Yeah, so the challenge is when you go to softwares

  • and service, how do you connect the things together?

  • Now, connecting 1 or 2 together is pretty straight forward.

  • But when you start having 50 or 100 of these things,

  • and then you've got on premise systems

  • and now you want to have actions like an employee

  • does something and based on their roll then something

  • else happens, you have work flow.

  • And then you get this, you go from a couple billion PCs

  • to 5 billion smart phones to 100s of billions of

  • connected things out there with this explosion in the edge.

  • How you integrate and connect everything together with

  • work flow and do it securely is super, super important.

  • So we're seeing just an explosion of used cases.

  • There was some great examples from a city digitizing

  • and being able to detect leaks and when traffic lights

  • aren't working.

  • The used cases are pretty unlimited and Boomi and Pivitol

  • play sort of at the top layer for us so the applications

  • and integrating all the data and allowing customers to

  • express their competitive advantage with software and

  • data and AI and machine learning.

  • And then of course we've got VM Ware to virtualize

  • everything from the data center to the network and beyond.

  • With NSX, what we're doing with NFE

  • and software to fine win.

  • And then of course we're the initial infrastructure company.

  • Absolute number 1 in all aspects of the data center.

  • And growing much faster than any of the competitors.

  • >> And I want to also get your thoughts on

  • VM Ware announced up to this morning,

  • actually Barcelona time for VM Ware Europe,

  • the acquisition of Heptio.

  • >> Absolutely.

  • >> Okay, Pat Kelson said in VM World,

  • we're going in, we're going to make Kubernetes the dial tone.

  • This is a key architectural component around orchestration.

  • Containers certainly everyone knows,

  • that's been standardized.

  • People love containers.

  • They're using them.

  • As applications need to be more efficiently built out,

  • out of the Boomi's value proposition,

  • Kubernetes and these cloud native things

  • are super important.

  • What's your view on that?

  • Great acquisitions, very young company?

  • Not 34 billion dollars for a Red Hat

  • like IBM bought but a small tuck in.

  • How important is that trend for you?

  • >> Well, think about what we've done with Pivitol

  • and VM Ware together with the Pivitol container service

  • and now adding Heptio with 2 of the 3 founders

  • of the whole Kubernetes movement.

  • We're going to be making Kubernetes just part of

  • the dial tone of vSpheres.

  • So for virtually all the customers out there,

  • 600000 of them that use vSphere,

  • it'll just be super easy to now have Kubernetes

  • containers built into their vSphere environment.

  • That's the vision.

  • We've got a great team working on it

  • across VM Ware and Pivitol and now the Heptio team.

  • Adding to it.

  • We're super pumped about all this.

  • >> If your friend asked you at a party this weekend,

  • hey Michael, why is Kubernetes important?

  • What do you say to that?

  • >> I guess it would depend on how much they know about this.

  • >> They're a business owner responsible for application

  • development.

  • >> Yeah.

  • >> They are owning to transform their organization.

  • They realize clouds going to be a part of it.

  • They here Kubernetes really popular, it's trending.

  • But it's a technology.

  • A lot of people are now getting this for the first time

  • and seeing it as the early dopples have shown it.

  • They try to want to know the impact and why it's important.

  • Why is Kubernetes important as you start to get into this

  • orchestration of apps and work loads across clouds.

  • Why is it important?

  • >> I think people don't want to get locked in

  • to a particular place when it comes to their infrastructure.

  • Kubernetes has clearly won the battle in terms of being able

  • to be that abstraction layer.

  • That's the simple thing that is super exciting.

  • When it sort of went from cloud to hybrid cloud

  • to multi cloud, people realized they wanted a 2 way street

  • where they could move things back and forth.

  • And now with the edge, they want to move it to the edge.

  • With the distributed core.

  • This explosion in data, this dat tsunami

  • really requires a whole new set of tools

  • in terms of the software infrastructure

  • to be able to make it all work.

  • >> So transformation is ...

  • You're talking about Dell Technologies now.

  • 34 years later you have 7 corporations under that.

  • Done a lot to keep those brands, as they're very valuable.

  • Dell Boomi as a business unit.

  • Transformation is essential

  • and Dell Boomi wants to be the transformation partner.

  • It's also incredibly difficult.

  • IT transformation.

  • Digital, security, workforce.

  • Dell Boomi works and Dell Technologies with a lot of large

  • enterprise organizations that are still probably fairly

  • not as well connected as they should be to find new value,

  • new business dreams.

  • How do you talk with customers, large enterprises that need

  • to transform to stay competitive?

  • Where do they start?

  • And how dose the Dell transformation story in and of itself

  • help those customers feel confident in what

  • Dell Technologies can deliver?

  • >> Right, well first thing I'd say is we actually work with

  • customers of all sizes.

  • We have an enormous business with small

  • and medium and large customers.

  • We're number 1 across the whole spectrum.

  • We serve 99% of the Fortune 500.

  • Since your question is about those types.

  • They're looking at the digital transformation and figuring

  • out this is really not an IT project.

  • It's about technology becoming pervasive in everything

  • that they're doing.

  • From sells to marketing, to product creation to their

  • whole fundamental strategy.

  • So then it shows up in the office of the CEO and business

  • line executives and they're having to reimagine.

  • And so they look for a partner and Dell Technologies is

  • very unique.

  • 2 years and 2 months ago we put together all these companies

  • and it's been fabulous.

  • We've been growing double digits consistently and the

  • response has been great because we can deliver a complete

  • set of capabilities.

  • Now you're right, change management, and how do I do it in

  • my company, that's a big deal.

  • So they're pulling on us to bring them more of a ...

  • The don't want us to show up with a bunch of parts and

  • drop em off.

  • They want us to actually build them a solution that is

  • specific to their needs.

  • Help them implement it.

  • In many cases, run it for them.

  • So we do much of that ourselves

  • with our own services organization.

  • 60000 plus people in our services organization.

  • And of course we have the best, all the great SIs out there

  • that are helping customers implement and run and manage

  • like I said, 99% of the Fortune 500.

  • We're right there with them in this digital transformation.

  • Of course we do the IT, the workforce, the PCs

  • and of course security.

  • Unbelievably important.

  • Your whole brand trust is all based on that

  • so we wrap the whole thing with security

  • and no company has the breath that we have.

  • I think we've kind of won the hearts and minds of the

  • decision makers because of the capabilities that we have.

  • Not that we take it for granted.

  • We have to go earn that trust every single day.

  • We have unbelievably talented people in our company.

  • Over 20000 engineers.

  • Scientists, PHDs.

  • About 90% of them are software engineers.

  • This is a very different company

  • than it was 5 or 10 years ago.

  • We're having a blast.

  • It's a rocket ship, so.

  • >> I had a chance to interview an IT leader

  • and his name is Allen Bean.

  • He's the global CTO and head of IT innovation

  • at Proctor and Gamble.

  • He brought the cloud to Coca-Cola.

  • Has had a career all in IT

  • going back to DHL in the 90s and 80s.

  • So we were talking and I asked him, does IT matter.

  • And Dave Alampi always brings up the book by Nick Carr.

  • And we always talk about it.

  • >> Love it.

  • Such a fun topper, yeah.

  • >> And so he says, quote, at that time some people thought it

  • didn't matter, everyone was kind of complaining,

  • but he says it does matter.

  • It's a competitive advantage.

  • And over the decades IT