 Hi everybody, we're back, this is Dave Vellante, and we're live here at the Stratoconference in Santa Clara, California, O'Reilly strata. This is the Cube Silicon Angles flagship product. We try to extract the signal from the noise and bring to you our audience the happenings at events like this. We did 27 events last year, and our goal is to do more this year, so we're well on track for that. Thanks for watching everybody, you're a great audience, we appreciate the tweets. I'm at Dave Vellante, my co-host John Furrier is on a break right now, but he's at Furrier. And we have a special segment right now with HP. HP's obviously been a lot in the news lately. They're really trying to put together a big data strategy and go to market, they're a huge player. Obviously, they've got a giant portfolio in this space and some of a few secret weapons, and we're here to talk about that. Sanjay Murray-Medhaya is back, you just met him, he's running strategy for big data and focusing on the products and the portfolio. And also Chris Sennlund, who's the VP of marketing at Vertica, which is of course an HP company. Gentlemen, welcome to the Cube. It's great to be here Dave. Good to see you guys. So Strata, this is a big push for HP. We've been at pretty much every Strata and this is probably the biggest presence we've seen out of HP. So Sanjay, let me start with you. So what's going on there? We are excited about the Big Data portfolio. We've been in this market long, long. Last year, even before we announced any of our big data strategy, we have sold Hadoop like Vertica solutions to our customers. I mean, what we are doing now since last summer is having a more integrated solutions where customers can adapt. So Vertica and Hadoop are integrated in the app system that we announced in December. We have the Vertica Community Edition with the WebHDFS connectors to Hadoop. So customers can now get an appliance where they can push data into Hadoop, do the initial processing, and we already have WebHDFS connectors from Vertica 6.1 into Hadoop. So we get the best of the both worlds. At the end of the day, we are here to solve customers' big data problems with an integrated solution. So Chris, I remember I met Colin Mahoney. Obviously, you worked very closely with Colin. We were on a plane, and we started chatting, and we finally turned to sort of the industry that we were in, and I had to break out my notebook because I kind of learned so much from him and the perspectives that he had around Vertica. So some of the things that we've been hearing today, obviously you're hearing a lot about the Hadoop distribution wars. You guys have chosen not to compete in those. Thank you. At least not directly, as a Hadoop distribution, SiliconANGLE, I think, last week announced its own Hadoop distribution. There you go. The whole sequel meets Hadoop. Obviously, you are going to participate in that very much directly. And then, of course, the subtext of that is the traditional business intelligence and data warehousing coming together, something that we predicted several years ago. Security's another one, which is not your sweet spot, but really business value is the other big theme that we're hearing. So thinking about those sort of items and the ones that are sort of relevant to Vertica, talk about your play in the context of big data at this event. Sure. I mean, I'll start with the last one first. I think what's really gone on in the last, really kind of 12 to 24 months is that this whole idea of big data has captured not just the technology organization, which of course is where a lot of the excitement around things like Hadoop is coming from, but it started to capture the CFO, the COO, the CMO, the attention of these line of business execs and we were like, now tell me what I can do with it. So Vertica's really become a platform and what we're really going to be doing this year is really bringing out our ecosystem, as well as, of course, working through the HP ecosystem and delivering all these information optimization solutions, Sanjay's offerings, our offerings, our integrated Hadoop offerings, service offerings, and really kind of bringing solutions to market that have real business value behind them. As to one of your earlier points, it's not even just so much SQL plus Hadoop, it's really kind of storage plus analytics plus catalog and managing all of this big data. You know, one of the things we talk about, and you've probably heard Colin talk about this a lot as well, you know, we hate when companies throw away data and so much data is now coming in and Hadoop gives us a great platform to store and catalog and manage it, but Vertica's really the engine for analyzing it. So we see Hadoop as highly, highly complimentary of what we do at Vertica and as you said, we've chosen to really go the broad approach. So as soon as you guys get your distribution and marketing, are you there? We're all over partnering with it. We're partnering with it as broadly as possible. Do the right thing for the customers and really, you know, be as customer friendly as possible. So the other subtext of that, as I mentioned, is the whole BI world, the traditional BI world. And I feel like the traditional BI folks have been sort of sitting back saying, all right, this is a dupe thing. We really don't, you know, want to play or know how to play or organizationally, we're not ready to play. Do you see that changing? What role can you play in facilitating that change and what does it mean for the sort of future of BI and data warehousing? Well, that's something we can help bridge. And that's one of the reasons we're working so closely with these guys. You know, I think you see most of the major, both what you call traditional BI and sort of what I call next generation interactive BI companies out here on the floor. And most of them are partners of ours. Again, we've got like 40-ish partners and I'm just talking about Vertica and that works all across HP. So we've got a very broad partner ecosystem and you know, a lot of what we do with the Vertica technologies help to bridge that gap. Sanjay, your job is you got to pull together this vast portfolio and present it in a way that's cogent to customers. So I just, sort of before we came on, I'm thinking about the pieces. And I'm sure I missed some, but obviously you got the the metal, you got the servers, the storage, the networking pieces, you got Vertica, you got search, search plus, I'll call it with autonomy. You got the security side, you got ArcSight. You've got this new thing out of HP Labs called Express Query, which we positioned, when we first saw it, we said this could be the future metadata indexing engine. I know that's used in things like Store All, but it's got a lot of potential there. And the big one that nobody ever talks about is services. We've quantified, services is the biggest opportunity because you got to put all this stuff together and make it work and extract value. So, did I get it right? What am I missing? How are you putting all that together and going to market? Absolutely, I mean that's what makes HP such a strong player in big data because we have solutions in every layer of the stack. You hit and try it on the Express Query. We take about HP Labs on innovation side, not just Express Query. We have had ARIA, a project within HP Labs which is working on a new scheduler for Hadoop for better managing the jobs on Hadoop cluster. So look at every layer of the stack and when you talk about services, there are two angles to services. One is at business value through information management and analytics division in enterprise services and there is at an infrastructure level where we have technology services where we help customers to put together that enterprise-grade big data platform. It's not just Hadoop. So when we go talk to customers, they first ask us, tell us more about Vertica, autonomy, your enterprise services capability. So we want to talk about Hadoop first but then customers want us to bring every piece of HP together and that's the real value of HP. And we are just starting with Vertica. You rightly pointed out there are lots of solutions integrating autonomy as well but we're excited about this coming year. You'll hear a lot more from us. So I think HP is very well positioned for big data. Yeah, I mean customers are excited, right? You guys got very loyal customers and I'm sure they're looking for, okay, how can HP help us? You're our primary supplier. How can you help us bring these things together? One of the things that I've also heard at this event is that starting to hear anyway is the theme of data management. Some of the traditional ways of managing data don't necessarily apply to big data but some of the concepts do. What are you guys seeing there? Chris, maybe you could comment and then maybe specific to Vertica and then Sanjay maybe more broadly. Is this a do-over in data management or can we actually apply those to Hadoop and big data? Well, I don't think it's so much that they don't apply to because I think conceptually a lot of the concepts hold but it's whether they can scale for. Yeah, we've got to have data quality, obviously, right? Because the need to scale is what's really driving so much. That's a lot of what's different and then as Sanjay said so well and I tried to say it earlier and he definitely said it better than me as he usually does, it's really about where technology meets business value. That's really the point that we have to hit and that's why, you know, not just, obviously I represent one of our business units and I hope one of our core components, I know one of our core components but at the same time it's about bringing this portfolio together, about delivering business solutions to market really and scaling for this world of big data that we're in right now. And again, it's not just, you know, we all know the three V's, it's not just how big it is but how fast it's moving and the amount of structured, unstructured, semi-structured data that companies are needing to deal with these days from all sorts of different sources. So organizations Sanjay are not set up today to really take the concepts that has taken decades for them to apply and data governance and data management and data quality and just slap it onto big data. I mean, clearly there's a gap there. So how are you helping people close that gap and how long do you think it's going to take? No, as you, what I'm observing right now in the marketplace and when you come to conference election strata is that, yeah, there is great momentum, the adoption is increasing for big data but still we are miles away from this being main stage. When you look at it, it's not just about Hadoop. I mean, in a way it's good that strata is making it more strata big data rather than just Hadoop, the theme. So we look at two tiers, HP, there's a data tier going on and there's a storage tier. So it's the life of the day, you follow the life of the data. So data moving from just at the OLTP transaction all the way to age data where you need analytics and at some point you need to have it stored. So we are addressing from that angle as well as when customers are adopting, technology services is a huge component. We are building practices based in TS consulting which is more of the infrastructure level and marrying that with enterprise services which talks to line of business owners. And in addition, HP is big believer in the partner ecosystem. So the SI partnership is important for us. So that's a good example of what Chris, what you were talking about is they do apply. Take the life cycle management, I mean, we talk about information life cycle or application life cycle management for years, that concept definitely applies. It's just different scale, different speed, different volumes. And much more variety, and much more variety, but yes, absolutely. And as we mentioned some of the other, where the autonomy technology and some of the other technology that we have in our portfolio really comes in and provides power and the ability to again integrate all of this into a Hadoop platform. And then as we said, work across the... So I see in some ways your biggest strength is your biggest challenge is your organization. You got, you're so big. Now you got a division, right? But you're working within this rubric of HP's big data strategy. So how does that work? It's obviously a matrix organization. What do you, what kind of latitude do you have in terms of go to market? What do you have to get from the sort of umbrella? How does that all work? Are you still sorting that out? No, I think, and hopefully Sanjay would agree with me that we're working more and more and more closely together. Now again, we're very customer driven. So we love customers want to buy everything from HP, but at the same time, we don't like to force anybody to replace anything. We try to come in and compliment. But that's why even though I live on the East Coast, I find myself out here, it seems all the time because we are doing a lot more together as an organization. I think even if you go see your presence on the floor, you'll see much more of a unified HP these days than you would have seen. You know, I actually joined HP just under a year ago. So I wasn't here a year ago, but I think certainly much more than you've probably seen in the past. Now we, yeah, we all have our separate goals and such, but at the same time, there's a lot of unification going on. So we're really trying to bring a unified message to market. And hopefully we're delivering that today. All right Sanjay, we got like under 20 seconds, but I want to hear from you, I want to give you the last word on the strategy and the vision if you can sum it up succinctly for us. HP strategy and vision and big data. So for us, when you look at strategies, we look at two parts. One is the data sources and the life of the data. So we are addressing holistically. HP's vision is structured, semi-structured and unstructured data. We already have portfolio to cover all the three. And when it comes to the life of the data, we can handle all the way from the source when the data is created, till the data is aged and stored. All the way from analytics and once analytics is done, you need to retain the data. So HP is very well positioned and that's the reason why Whitman has made big data as one of the key strategic initiatives within HP. All right folks, HP, obviously huge company, throwing off a lot of cash, paying off some debt. In big data, we just quantified the big data market and not surprisingly HP is one of the leaders. Big part of that is it's a services business and it's very vast portfolio. So obviously we'll be watching this space. Thanks for watching everybody. Gentlemen, thanks for coming on theCUBE. We'll be right there. This is theCUBE, we'll be right back after this.