 Okay, welcome back to the final segment of the HP Vertica end user conference. This is SiliconANGLE Wikibon's The Cube, our flagship program. We go out to the events, extract the signal from the noise. I'm John Furrier with Dave Vellante, founder of wikibon.org, and also Jeff Kelly. Big data analysts from Wikibon. This is the Wikibon SiliconANGLE theCUBE, guys. Day two is in the books, it's a wrap up of the show. We're here for two days live in Boston, talking to George Kedifat, the leader, Colin Mahoney, general manager of Vertica. And we heard the most comprehensive software vision from HP. I think in the history of HP in a long, long time, really comprehensive, open, and somewhat complete vision, in my opinion, of HP's software direction around big data, analytics, operations and analytics. This is the new future modern infrastructure for HP. Saw a lot of network management in there, more somewhat like network management like stuff, but it was more just basic management, analytics. This is the real deal. Dave, I want to get your thoughts quickly around day two and wrapping up the event. Good showing by HP. George Kedifat, amazing interview. I was really impressed by his candor during a quiet period, although we didn't talk about performance of the company, more about the product vision. Clearly a command of the industry. He is not an exec that is mailing it in. He hasn't taken vacation. He told me off the camera. He's been working to close the quarter. He's talking to customers. He knows his product stuff and great vision. What's your thoughts? I think, I was just talking to Colin Mahoney. I said, if you all were, you guys, I'd be high-fiving right now. I mean, this is a great first conference. Jeff Kelly, it reminds me a little bit of the enthusiasm around the MongoDB days down in New York City, a lot of passion, a lot of practitioners, a lot of people just really excited about what Vertica and HP are doing. The difference between the MongoDB days is that was a little raw startup. This is a more mature audience. There's more broader use cases. I think it's more enterprise. I think it underscores that we're starting to see the adoption of all this big data stuff, the Hadoop integration into the enterprise. Yeah, I would agree. I think clearly, they're being able to draw half the conference here as customers, so being able to draw 350 customers and basically the middle of summer to your first user conference is pretty significant. The types of customers we saw, there were some of the smaller software companies that are using Vertica to really power their product development and really use analytics to inform how they build their products, but there's also more traditional firms. There's insurance, retail, financial services, so I agree it's certainly a much more enterprise focused, much more enterprise heavy audience than what we saw in Mongo. But part of that is of course that Vertica's been around since 2005 as we talked to Shilpa, really the number three employee at Vertica who came on earlier today, really the brains behind the technology itself along with Michael Stonebreaker and some of the other early founders of the company, but really they've had a bit of a longer time to find their footing and really develop the product. If you compare it to something like Hadoop and some of the other big data technologies that are still in that evolutionary phase, companies like Vertica have got real customers in production that are doing some pretty advanced things and that was on display this week. So it was a great conference, again really focused on customers as well as partners. That was the other thing that struck me is the number of partners that they have here and the amount of focus in terms of the keynotes and some of the other executives talking about how important the partner ecosystem is to Vertica if they're going to or to the entire organization that is HP, that is if they are going to really leverage and take advantage of this big data opportunity, John. Yeah, and I think honestly, one of the things that gets me personally excited is that when we started this Silicon angle four years ago, we said cloud mobile and social and then also in big data swept up on the scene and it was our fourth pillar, cloud mobile, social and big data obviously Gartner's now validating that. This is clearly the strategy, the marketplace. I would add that HP has put in security. So HP's messaging here is cloud mobility, security and big data. And I think they're really not talking on social so much other than external public data and they're calling that big data. So I think social is going to kind of fold under big data because it is kind of a social dynamic. It's just either data enterprise data or public data. So I think cloud mobile and social is really going to be cloud mobile, big data. And I do agree with HP, you got to add security in there because the big data analytics, one of the main benefits is the analytics for operational analytics. I think that's one of the things that gets missed in a lot of the hype and a lot of the reporting is that big data is great with Hadoop and always changing all the businesses and all but ultimately at an operational level, handling threat and fraud detection and all kinds of security breaches is an analytics game. It's like chasing down the bad guys. So that's key. Haven and the ecosystem really core, compute, social, agility, creativity, personalization, moving data around. These are all the themes here but fundamentally Haven's their architecture. This is fundamentally, again, probably one of the most comprehensive visions I've seen from HP and George Kedifa hats off to him and props to HP software for really having a comprehensive software vision. And more importantly, the customers were voting with their feet, sold out conference, not lightweights. These guys have chops and some of the people that come in, as I talked to here, I was very surprised where they worked. I'm like, you worked there? Wow. Those are big names. Those are names that don't need to work with HP but they work with HP because HP's got the best product. And that is testament to HP. And obviously the traditional enterprises, the ones that rely on HP as customers were here and they're all smart. So that is exciting for me, Dave. And I think that's something that's exciting for HP. So now, just to sort of want to have a little dose of, you know, I want to temper our enthusiasm just a bit like Bill Parcell. So we just got inducted into the Hall of Fame and say, let's not put them in the Hall of Fame yet. I used to say that around, you know, some rookie, the software Hall of Fame in this case. So HP has a lot of work to do in the software business. It's a $4 billion business which is a tiny little fraction of HP's overall enterprise business, overall business period. It's got a legacy business that's under pressure and it's got this huge opportunity in front of it. So George Kadifin and his team has to manage that transition. Like many parts of HP, the software business might have to shrink in order to grow. And that's okay. So I think that the things that we want to watch are number one, the continued adoption of Vertica and HP's ability to sell Haven. So we heard a lot about Haven, but really, you know, customer adoption around Haven is going to be critical too, is their ability to thwart the competition who will hammer them, you know, I mean, HP's been an easy punching target lately. And I think that's starting to change. You know, I mean, HP is really starting to get its act together. Well, hold on Dave, I want to just hear up here for a second. You know, I'm not doing handstands that HP's got the best software out there. Yeah, you're right. Let me just finish. So the third thing we have to watch is, you know, is HP going to be able to innovate at the pace of some of the startups that we see? So I understand, John, we're just, I'm just trying to give you my other perspective, you know, play a little, you know, let's do a little analysis. Yeah, put a wet blanket on the hype of how great Vertica is. No, but seriously, HP software, if you go back 10 years ago, I mean, it was software was kind of an add on to existing HP hardware deals. And it was almost like a cost center. I don't want to say it's, it wasn't officially a cost center, it was actually for profit. It was sort of dispersed Yeah, Mercury Interactive had some good stuff all cobbled together, but they weren't a software company and they're still not a software company. However, software is now blurring in with hardware and they still are a hardware company in the sense that they do make compute. And we heard Kadifa say is infinite compute, infinite data is going to drive a boom in software and apps. And so what they're saying is we recognize that and want to enable that. And I will say, HP's always been an enabling company and that's a positive thing. So you said, you just said HP's not a software company and I agree with you, but do you agree with the following statement? HP has to become at least a part, a big part of software company. Well, yeah, I mean, hardware is software, but it's wrapped in hardware. I mean real software. Well, they look like one. I mean like, oh, EMC says, oh, you know, Brian, we have Brian Gallagher and all the engineers are okay. And with all due respect to run, those guys, they're not software that's selling hard. People look like they walk like a basically wore the uniform well. HP is wearing. So I do agree with you. So I'm excited for HP because of for the first few years, this is a comprehensive software strategy. Developer ecosystem, channel, they're leveraging the channel, but it's not a divergent change of their business. That's what I was referring to. So it's not like they're pivoting to a software company. They're evolving fast into a software company and adding it onto hardware that's ultimately going to be commoditized and enabled. And Kadeev has commented about Amazon agreeing with Randy Byas. That's a testament to someone who knows what he's talking about saying, hey, Amazon, hey, if they want to commoditize the infrastructure as a service, God bless them. It's just more compute. There's still got to be choice. If they want to, what he didn't say was, if they want to lock in platform as a service, that's a whole different lock in strategy. So we've heard that from customers. The platform as a service is innovative, but this lock in. So again, infrastructure as a service from Amazon is a lot different than past. HP doesn't mind about that. They look at that and say, hey, we have compute too. And they're going to put Moonshot in there. I don't know if you recognize that comment, David. That was very interesting. That was, you picked up on that. I picked up on what you said and then thought back and that's interesting. They're looking at this and what I was excited about was we always talk about the modern era of computing and what Kadeev is doing when I say he walks like a baseball player in the red metaphor of Billy Bean is that they are ultimately doing the right moves in terms of the view and the vision of software. And the modern era of computing is one of apps, APIs, one of scale and speed and agility. And that's ultimately what they're talking about. They're not trying to lock anyone in. They got the openness. So that's kind of my point. Jeff, your take? Well, I agree with what you said. I think one of the main challenges is going to be keeping true to that commitment to being open. That's key. I think selling software is certainly a different business than selling hardware. I mean, right now in the last quarter, only about 20% of their software revenue was represented by Vertica and Autonomy. The rest is really associated with their software, associated with their hardware. So if they want to build out the Vertica and Autonomy revenue streams, they've got a long way to go there in terms of really building that out into a significant viable business where they can be considered a true software company. But that said, the other challenge is really, we've heard about the need for application developers really for HP to engage those folks to really build those big data applications that are going to sit on top of Haven. That's really the last mile of big data. Delivering analytics, the insights to the end user so they can actually make better decisions. So they've got a big challenge there to really engage that community and really get developers building applications on top of Haven. I think finally, managing the partner ecosystem is going to be another area where they've got to pay very close attention. There's a lot of moving parts in this big data world. There's a lot of different competing interests, a lot of co-opetition. So as they move forward with different companies that they're partnering with on the visualization side, on the Hadoop side, et cetera, kind of managing that optimally and actually picking the right bets, if you will, and really partnering in a smart way, that's going to be an area that I'm keeping an eye on as they move forward. So any final words, Dave, before we wrap up here at HP End User Conference? Well, I think that as we've talked about in theCUBE a lot here at SiliconANGLE and Wikibon, we are seeing the evolution of Hadoop from what is it, to how do I use it, to it's got to become enterprise ready to the big guys, actually putting wrappers around Hadoop and big data. And I think that this next year and a half, two years, we're really going to start to see the pace of innovation go very, very quickly. And I think it's going to come from two places, one is the large enterprises spending a lot of money on this stuff, the large enterprise vendors, I mean, and their customers adopting. And I think the second is we're going to see a new way of a spate of innovation coming out of the startups, a lot of the guys that have been funded. And I just think we're no longer in the top of the first. I think we're getting into the game and it's getting interesting. Guys, this is a great event. We had a total of 251 people we've identified tweeting about the event. So thanks to all the folks tweeting. Thanks for watching. Thanks to the crew here, Kenny, Alex, and Mick, and the team, appreciate it. And all the folks at home, Marcus and Hopkins and everyone else, Kristen Nicole and our whole team, Stu Miniman, everyone else watching. Thanks for watching. This is the HP and Vertica end-usage conference at Silicon Angle at the Cube. Wrapping up here. Stay tuned for our next event on theCUBE. Follow us on Twitter at theCUBE at Silicon Angle at Wikibon. And thanks for watching. Good night.