(soothing music) >> Commentator: From theCUBE
studios in Palo Alto in Boston, connecting with thought
leaders all around the world, this is a CUBE conversation. >> Hi, I'm Stuart Miniman, and welcome to this Pensando event. We're talking about
how Pensando is helping the future proof for enterprise. Really happy to welcome
back to the program. Prem Jain he is the CEO of Pensando. Prem, thanks so much for joining us. >> Thank you. >> All right, So we had the opportunity, Jeff Frick was at the launch when Pensando came out of stealth. Of course, we were all together there, New York City, beautiful
views at the Goldman Sachs office in New York City. We had John Chambers there, Antonio Neary and really explaining to the
world what your team is doing. And giving that out to the world. We're a little bit more
than six months later. So, first just give us the update is how's your team doing? Obviously, when people come out of stealth or have any major things going on. You can't necessarily predict
when things like a pandemic or global financial
situations are happening, but how's the team doing and give us the updates since last year? >> Yeah sure, thank you. It was a great launch actually we had and that was in October. Since then, the company had
made tremendous progress in all different areas of the company. So let me start with a number of people. We have grown to 250 plus
people in the company, we filled up all our key
positions in the company, and we are really making
very good progress with the whole overall team. Product-wise, we continuously delivering since October last year. We have made multiple releases
for the enterprise customers, we have made multiple releases
for the cloud customers. And we also have done work with some other service provider customers. And the product is really doing very well in these environments. We have partners like you
mentioned in the Discover show, HP is going to launch our
cards into their server. This is the official launch, we are already shipping to some customers. And this particular thing is with all their servers as
well as the GreenLake product. We continue to work
with our cloud partners and they are also, we have done multiple releases to them and they will all go in production in next six months time frame. We also have a lot of interest, we are seeing it from the
service product customers and we are working with a few of them. I cannot mention the name
at this particular point but we will share with you, once that information becomes available. And they are very excited
about the technologies which we have. And they think this innovation which we bringing into the market is really great for the edge market,
in the cloud as well as edge of the service provider, (murmurs). >> Congratulations Prem
on the progress there, of course, HPE was an
investor and you know and expected to be an OEM. So, getting that, you know less than a year from when
you've come out of stealth, to being generally available this month, great milestone there. And as you said, you've already got some early customers using it. >> Yes. >> Help us understand, when the company first launched, your team has a very storied pedigree. Everyone in the network (murmurs) knows what you've done before. when I was waiting to watch, when you were in stealth, it's like, okay, well, I know there's going to be a chip and, we'll see how all the software that happening in the world
is going to change that. So very Much edge is one of the, key use cases that you talk about, that you're enabling but, help our audience understand a little bit. If I'm an HPE customer, and I'm looking at GreenLake, I'm looking at ProLiant. What are those things
that I'm doing that says, Oh, hey, HPE is now going
to offer this to me. >> Yeah, so I think what
the customer is going to get in the very beginning is HPE is going to ship our DSC card into the server. And that's make the server a future proof. And the reason for that is because, initially they are just using
the networking capabilities. But then going forward, they can enable security capabilities. We can do like distributed firewall. We can do distributed load balancing, we can provide the encryptions, we can provide the capability
of making sure the system is highly secure. We have created a air gap between the host and the network itself. They can also making it sure that they can get the visibility
on the networking side, as well, as the application is very close to the application edge. Security is the right place to be close to where the application is
running on the server. And then we provide the
capability with the policy and service manager,
so that they can manage lifecycle of this particular products into all the servers which is installed, as well as making sure they can enable all the features and
capabilities based upon the object model. >> Yeah, excellent. Absolutely security
needs to be everywhere. So when we think about edge models, how do I get into those devices? So therefore, form factor of a card, that fits in seems to be well. We talked about it at the launch. Goldman Sachs was, a customer of yours. They're very well known
in the enterprise space, Financial Services, needs to make sure securities there needs to understand that, maybe speak to that enterprise customer. And if there's anything
specifically with how Goldman sees this rolling, that can help illustrate a little bit more what you're doing. >> Sure, so we start shipping to Goldman right after the launch, as we talked about in the launch itself. They have since then, they are now expanding it and rolling it out more
servers and capabilities into their environment, particularly using distributed firewall,
and other capabilities, which is, they wanted to make sure that it get deployed into their environment. And one of the things which
is we are looking at it also, is that we want it to be for
every future servers they buy, we want to be part of it and then they can enable all the
services related to like I talked about before. Firewall, load balancing,
micro-segmentation other capabilities,
containers down the road. To make sure that we
can provide storage also as a part of it. So we can enable them to
deploy those services and that makes it also in
their case of future proof once they deployed, roll out
this particular capabilities. At the same time, we have more than 10 to 12 customers, which is we are doing a POC and these are all very large enterprise customers. And the POC so far has done... is going very well. And these customers again will deploy different capabilities of the product. Starting in Q3, Q4 this year. The POC is going very well
and we are very excited about working with these
customers and these are named brand customers. Once you will see it,
once we will announce it, you will see it, this is
really making a difference in their environment. >> You talk about the capabilities that customers are using today and then, the roadmap of services
that they will be able to add on top of that. >> Prem: (murmurs). >> Obviously, you're
talking about future proof, I shouldn't change the hardware. But, how do I think about it
from a customer standpoint? Is it similar to kind
of a SaaS model as to how things updated? Do do I purchase it? Or is this (murmurs) in
then as a feature card? How should I be thinking
that from a consumption model or, the finance team, when you say, oh, there's all these wonderful things? What will that do to my cost over time? >> Now absolutely, I think
it's a very good point, the way the customer should
think about it is that they're getting, one is
a piece of the hardware which provides this capabilities. And then on top of it,
the subscription model, which allows them to pay in three years, or if they want to buy it all in once, they can also do that. It's a very cost effective way
of deploying these services. This is a new paradigm. This is a world of
distributed services paradigm, and I think this will
allow them to scale up, scale down whatever is needed
because by the time you are discarding to a
server, you're basically adding these capabilities in every server. And more servers you're going to add, you don't need to worry about, do I need to add this
particular capabilities on the servers, you can
enable whatever is necessary to enable in that server. And it's a very cost effective model. Once you enable these services, encryptions, compressions,
firewall, load balancing, all the networking services and storage services, once
you enable all those, it's very costs justifiable in terms of deploying these (murmurs). >> So Prem, when I think
about HPE in their history, (murmurs) market very much
they offer flexibility, they want things to be really simple when they go out the door. You've both partnered with them as well as created competing products
with HP in the past so, give us a little bit more
as to what Pensando plus HPE will deliver to the market place. >> Yeah, exciting, is a very
good partnership so far, I think can we assume that this is going to continuously get better and better. The reason I think is very important, because instead of just
selling a classic server, HPEs now have the ability to
provide the security solutions, networking solutions, as well as storage solutions to their customers. And this one is really
providing all the services, simplifying the design of the network, and also making sure that the customers can enable all these
capabilities wherever they want. It's a model which is
unprecedented in the sense of it's a totally distributed
and the customers should be able to enable
whatever the service they need there, even if they
didn't plan it in the past. >> Yeah, excellent, we very
much these days talk about, how important data is,
and I need to be able to deliver services where the data is. So, very much a discussion of
the cloud as well as the edge. So, it sounds like this is extending, the importance of that
data and being able to bring those services, very much where the data is being created
and service in real time. >> Correct. >> Okay, so, from the HPE
relationship obviously gives you, a good chunk of the enterprise business, but down the road, should we be thinking about other partnerships
and potentially even other OEM relationships? >> Yes, I think, like I
said, we are working with the two or three major cloud vendors. And they will be rolling it
out by the end of this year. And they see themselves like
we said, we are going to democratize the Cloud
based upon the fact that the only solution which is
Amazon has based upon the Nitro, we are now providing the capabilities, to all the cloud vendors. And they can take this
particular technologies and integrate in their
environment, which is what we are providing the software stack. And they are integrating, and they will be going into the production and providing more capabilities, more features, and stuff like that. Then what the competition will provide. So this is a really excellent opportunity, both for us as well as for
our cloud vendor partners. >> Yeah, one of the key
things when you hear talk of what AWS is doing with Nitro,
and the Outpost solution is they talk about, from
a hardware standpoint and a software standpoint,
they pull certain things off of the software layer to be able to have the (murmurs) performing, but also it's both in the
cloud and in your location, whether that be an edge
data center with Outpost, it's the same on both ends. So, it should I be thinking
of this in a similar model that you need to... I guess, where is it that it would be an enterprise only play? And what considerations
is it between enterprise and cloud when you'd be buying
it from multiple vendors, if they're enabled by your solution? >> Absolutely, and I
think for the enterprise, the people who wants to
build their own cloud, I think this is provide a
really excellent solution. Because all the capabilities which we have will provide all the
features which you can get from the cloud vendors,
in that particular sense. And if you are in the
cloud, you can provide scale and capabilities to the cloud vendors. Now the combination is a
very powerful solutions between, you can get the same services, whether you're in premise, or providing or leveraging the cloud. And that can give also
hybrid opportunities. You can run, same
capabilities, same features in the hybrid cloud model
where you're running some on your premises and some
running in the cloud itself. >> Excellent, all right. So, Prem you've got the
solution coming out with HPE, you talked a little bit
about some of the other, partnerships in the cloud. Partners there, give us a
little bit of priorities for the second half of 2020. >> Yeah, so I think the
first half we have done very well financially
also, we are running almost close to 50% ahead of our
forecast where we were at this particular point. Going forward, I think we
need to make sure that we execute based upon, the
current roadmap which we have, and making sure that we meet
the customers expectations and our partners expectations. And also, I want to also
give you another thing is that which is our plan is basically our second generation innovation. Also is going to come in very soon, and we will be able to take that into the production also on the
first half of next year. So I think all for the second half, we have a pretty good opportunity to really capture with our solutions, as well as looking forward
to win some more design wins, both with our current
solutions as well as the new solutions, which we're
going to take it today. >> All right, well (murmurs)
let me just give you the final word as to how
customers should be thinking about Pensando as they look the future proof their enterprise. >> Absolutely, I think
based on the history, we are known as a innovation
machine in the industry, and we continuously do better and better. So I think the people
should think about us is providing really
looking at this transition, which is happening in the
enterprise cloud as well as in the service provider space. And we will provide the solution, which is really will
meet their expectations, and the solution is consistent
whether it's for VMs whether resources
containers, whether it's for bare-metal services, and
providing all these services in a very consistent manner. >> And well thank you
so much for the updates. Congratulations on the
continued steps along with HPE and definitely look forward
to catching up with you and the team in the future. >> Thank you very much for
giving me this opportunity. And definitely we will talk
six months from now and and again see how much
progress we have made and what I told you and
I will compare the notes and say, this is what we have done better. >> Alright, stay tuned. We have a lot of interviews
with some of the Pensando teams as well as that
partnership with HPE. I'm Stuart Miniman and
check out theCUBE.net for all of the background on this. And thank you for watching. (upbeat music)
