 Find out what's going on in the trends. And my next guest is David Moxie, Senior Director for Desktop Marketing. Oh, yeah, we've been waiting for you, David. Finally, someone on the desktop vision. Okay. I'm just happy somebody was waiting. Okay, we've been talking about this. It's all over Twitter. Desktop, why desktop? The desktop doesn't exist anymore. Why not call it like life? I mean, like, life virtualization. Because desktop reminds someone in a cubicle, they never go to the kids' soccer game. In the real world, people share with their friends, they're out working around, they're working on mobile. So it's any device. It's not the desktop. So our agenda is to change your title. We got to get rid of the word desktop, and we're calling for it. But I mean, seriously, the desktop is Windows. You guys have a relationship with Microsoft. I get the idea. But reality is that it's just not about desktop. No, I think you guys are dead on. I mean, we've looked at the desktop opportunity as a great way to drive our business around virtualization. If you ask a lot of folks at Citrix, we would say it's really all about the apps, right? And that's what we've been doing forever. And it's kind of interesting that with VDI, that kind of brought attention onto the desktop from a virtualization standpoint, and you could actually virtualize a desktop OS, and it was actually useful and a different kind of idea. So that was actually kind of cool. And I think what it's done is it's brought attention to what really matters, which is the apps, the data, the things you need to do your job. Absolutely. I mean, the people who go to work every day who work on Windows and hopefully it's going to be virtualized, they have realized they go home, watch Netflix, they have an iPhone, they have an iPad. So I mean, this is a nirvana of this. You know, the iPad, I mean, has changed your business. I mean, I can understand two years ago, desktop virtualization, cool. But I mean, the iPad is... I think you're dead on there. Again, I think the iPad was kind of the aha moment. It made it easier for more people to understand what a virtual desktop was and why it mattered. And then once you can virtualize a desktop, you start looking at, well, what matters? Apps, data, how do I get a hold of my apps? I want to use it for my iPhone, for my iPad. Doesn't matter where I'm at. So it's this whole idea of just being able to work and do what you need to do. Well, we're really excited about covering Citrix because obviously love the open source angle from Zen. Citrix has been in the collaboration business for years. You guys have been pioneering that. And you know, the only concern I have is you got a little legacy there, but you know, but you guys are positioned well with your current strategy. And you got to look at the marketplace with virtualization, look at the markets like healthcare, education. I mean, the end user environment, this consumerization of IT is really happening. One, and two, it's changing the world. I mean, so tell us, share with us your perspective on how you're looking at all these massive growth markets. I mean, healthcare alone, I mean, just the iPad, you walk around, you got access. But it's everywhere, right? It's education, it's life. You've probably hit the two or three of the top markets that Citrix has been in for our whole existence. They've tended to be the industries that really take on the new technology and look at how they can really take advantage of it, stretch it. Healthcare is probably with doctors and surgeons. And we have examples of the head of surgery telling the head of IT in one of the hospitals we work with, you know, bringing an iPad into the office and saying, you know, make this work. Make it work. Absolutely. Those guys are driving the bus. And they're not the only ones. I mean, so from an industry standpoint, I wouldn't say that we're focused on any one particular industry. There seem to be industries that things are moving fast or healthcare is one, education, government, certainly is a big one as well. And finance, you know, the financials for sure. So, but it's becoming pervasive. I mean, the customers I speak to, you know, six months ago, the questions we were getting were all about BYO. If you had asked me a year ago, if anybody cared about BYO, nobody cared. But now everybody, it's because of the iPad and all of the other devices that are coming out. So the consumer side, obviously, forcing the trend, we were talking earlier and commenting about, you know, LinkedIn going public at a $10 billion value. It's a networking tool. Okay, I mean, come on, it's like, your market cap's $15 billion. I mean, come on, you got to go, okay. Little bit of crazy bubble out there, but the consumer, people taste it. They can feel the user experience. And we're seeing this trend where they taste it, they taste the heroin, they taste the apps. They go, hey, you know, this is a, I want more of this. It's the preferred user experience. So we heard that from you guys today around this and you guys have a lot of work in that area, Citrix. So what's the big trends in the user experience side? Well, I mean, the biggest thing we're seeing is just make it work on everything, which may sound really simple, but it's hard. I mean, the number of devices out there are just exploding. I mean, we talked about, I think Mark talked about the, whatever it was, 1,000 PCs, 137 smartphones or whatever it was, some ridiculous number. Thousands of Macs and PCs, 149 smartphones, 37 different tablets, over one billion plus devices. Right, you look at the models and different types of devices that we support, it really is massive. Yeah, now, big, big effort on our part to actually make it all work really well the way people expect. I mean, we saw a great example of the new user experience today in Keynote. We got to make that work across all the products. Well, in the old desktop environment, the one that I cringe when I hear the word desktop, I'm reminded of software updates. You have a lot of diverse models, like HP, you know, the IBM, all these guys. It's just new desktop. It's like, I got to make a change. With virtualization, you can actually automate all this really quickly, right? So refresh of tech on the hardware side becomes a little bit easier. Super easy because the image you're managing, whether it's a desktop OS, or more importantly, the app images, that, et cetera, you can update that in seconds, minutes, and have that effect and impact your entire company that quickly. So it's not like you wait six months, 12 months to do an SAP update. The apps are updated when they need to be, whether it's for security, new features. Doesn't really matter. It just happens. So it's the same way you get your apps updated on your phone or on your iPad. We just had Richard Scannell on Dave and I were talking with him about virtualization. He quoted that 75% of all the enterprises are less than 70%. Desktop, no, yeah, virtualized. Server virtualized. So I see server virtualization's got a long way to go still in enterprises. Where are we with desktop? But yeah, this is where the nomenclature becomes really confusing, right? Because to me, other than the word virtualization, server virtualization and desktop virtualization really don't have a lot in common. Is that fair? There's some core technology that's similar. I mean, the idea of separating the software, if you will, from where it runs, the environment, the abstraction, but as far as a use case or a business case. It's totally different. I mean, and the main reason is because there's people involved, right? Because if that weren't the case, then I would think VMware would be doing a lot more in desktop virtualization than it is. And you guys are dominant in that space. And a lot of people think though, oh, I bought my server virtualization from company X, maybe I should buy my desktop virtualization from them too, but it's apples and oranges. And it seems to me, I mean, you mentioned device support, but that's nothing new really for Citrix. I mean, you guys have had, I mean, you're all about access and have been for years. It's the device, but it's really about the experience that you get using your apps, using your desktops, wherever, whenever, across the devices. What do you mean by that? What summarized that experience? It means if I have, take something simple, like just using PowerPoint or any type of office kind of app. And if I have to open it up and use it on an iPad from home or on vacation, I want it to come up fast. I want it to launch. I want graphics to work. I want it to happen. Whether I'm in the office using a Mac or a PC is the same thing. If I'm on a smartphone, if I have to approve an expense report or something like that, if I get into an app, I just want it to work. It shouldn't be choppy. The response time should be good. There should be great resolution. If I want to watch video, I should be able to. I mean, that's what we say when it just works. And so it's a lot of basic stuff. So you're probably, I mean, no key on the phone side, obviously it has a relationship with Microsoft and you guys have a deep relationship with Microsoft. They had that problem with the browsers. Their phones had zillion browsers and really it kind of screwed up their developer strategy and they had a real backlash and ended up causing the ship to list, not fully sync, Microsoft saved the ship. But that story's gone. But now you guys are in the same kind of boat. You're supporting a lot of diverse devices and there's some grumblings in the communities around feature parity across the different devices. Win 32 versus Linux, for example. So how are you guys handling that and give us an update on, and the end points at Linux a little bit lighter than Win 32, we know that. Any updates there or any kind of comment? Yeah, I mean, the main thing that we've focused on is doing what our customers want us to do, right? Smiling. Come on, answer the question. No doubt about it. I mean, the Windows devices have always been kind of dominant for Citrix and for our customers. So that's where we've spent the bulk of our effort. I would say, right now, looking for parity across Windows devices, both PC and mobile. Parity now actually with iOS devices jump between the iPad, smartphone. You can see a lot of things we've learned and experimented with have been from the iPad. So the experience that we've developed and you see from the iPad is now permeating back across Windows devices, Mac devices, Android devices. So Linux will lag, basically. That's the way it always is, pretty much. It's the usage. We look for where the most demand is from. That's always been the case. You go to the market leader, Windows, and you know, it was the old days. Remember Apple, Windows, the developers were fighting in their late 80s, early 90s. Microsoft won the day because they beat Apple and developers all flocked there. David, you were implying before, sort of desktop virtualization, going mainstream, but it really hasn't gone mainstream. It's still relatively narrow use cases. Are you suggesting that it's sort of on the precipice? I mean, I know Gartner made a lot of noise a couple of years ago when it said, I think it said 2010, maybe it was going to be the year and maybe that's been pushed out a little bit. But what's your take on that? I mean, is your contention that it is now mainstream? Because I would suggest that it's maybe not as mainstream as that. But what's holding it back? It still feels like it's relatively narrow use cases. How close are we? Well, I think from the topic about mainstream, and we would argue that we're not mainstream yet. We would say we're on a good ramp right now. I think we're starting to see acceleration. I mean, everybody can debate where you get the mainstream. What percentage of the market do you get? It's one of those things you know it when you're there. Yeah, so I mean, our customers are turning to desktop virtualization and really choosing from the different ways you can virtualize the desktop that you get with Zen desktop and really embracing that and are driving adoption pretty rapidly. The things we have to do to make it go faster are really just to make the experience better. I mean, that still ends up being job one. Making it easier to manage, making it easier to use, support more devices. I mean, those are really the key things that we hear over and over and over again. And we have that in sight. I mean, we know what we have to do to make that happen. And we've got a pretty active roadmap from a device standpoint, user experience, HDX standpoint as well to get there. So it's really a matter of kind of staying with the ramp we're on and continue to drive forward. Are you comfortable where we're at with connectivity and the ubiquity of say, for instance, wireless networks? I mean, I got two devices here and another one have an ethernet connection. We saw this morning in the demo. We had to go to hardwired. It's a frustrating thing as a user. I presume that's somewhat of a barrier. What do you see there? Yeah, I mean, I think when you start, you said it right, when you start to centralize everything where you have to connect to it, then the network has to work, whether it's hardwired or wireless. It's tough for you to control that. Well, you can't. We just have to provide more tools for businesses to be able to deal with that. So that's where you saw a huge emphasis coming from us today around networking with the Netscale or Cloud Gateway and Cloud Bridge are really about extending our networking expertise and networking technologies to work with clouds, to work with either personal cloud or public cloud technologies. That's big. That's a really important element to make things go forward. Yeah, well, one of the things that John and I have impressed with is, and we come to events like this, just a couple of things we do is we evaluate the alignment of the messaging with what customers are actually saying. And the test there is, are people actually talking about what Templeton's talking about? And that's very clear that that message resonates. The other thing we look at is products, meat and the bone. And you announced a number of products today that are available in relatively near term time, from June, October. Culturally, has that sort of been your typical MO as you announced a little bit ahead of time and then deliver and what's your track record there? Is that a changing dynamic? No, it's pretty typical with Citrix. I mean, we tend to be somewhat conservative and like to announce things when we have them pretty much in hand. But we also see the opportunity for an event like this where we have certainly the media's attention, our customer's attention, to really get our message out there as well as to get the message out on what's coming next so people can get ready and plan. Because as much as everything's moving so fast and as well, it's hard for IT to keep up. So they need to have an idea of what's coming, knowing where you're going so they can plan accordingly. So you see a lot of tech previews coming out at this event for a number of the products, for folks to try. And then as you said, a number of the products are gonna be available later in the year. People were clapping today during the product announcements. That's somewhat, they weren't in applause signs either, were they? Flashing applause signs, I didn't see those. The audience was genuinely clapping when Templeton announced the new product. This must be your first time at Sinatra. It is, it has to be, because that happens quite often. It doesn't happen in a lot of other conferences. It kinda does when they play music, you know what I mean? Like da-da-da-da-da-da-da. Okay, we're supposed to clap now, but this was really organic clapping. Well, one thing we've always heard, maybe you've heard this or not, but the Citrix customer base is amazingly loyal. Some would argue maybe a little cultist at time. And they tend to respond pretty enthusiastically at events like this, Synergies, and other events as well. They really look to see what's coming out, technology-wise and product-wise, and they tell us what they want, and they usually get reasonably excited when they see things. Well, the pendulum is kinda shifting for your customers, swinging for your customers as well. They've sort of been in serious pain, managing desktop images for a number of years now, and you guys helped them with that pain. And sort of in the aspirin business, if you will, but you're swinging into the vitamin business. I mean, a lot of the customers we're talking to here are talking about business enablement, and new business models, and mobile changing their businesses. Do you see that? That's been actually the characteristic of a lot of Citrix customers for a long time. I think what's happening, we talked about it a little bit before, I think the ability to virtualize a desktop, and then with the iPad for people to see what you can do with that, that's opening people's eyes to what you can do with Citrix to a great extent. So a lot of things we've been doing with hosted virtual desktops years past, been doing it for quite a bit, and stories about people bringing companies together, doing mergers and acquisitions, and having people up and running within a couple of days are not unusual with Citrix customers. Some of the DR and business continuity stories of people surviving Katrina, or surviving hurricanes in South Florida, where I'm at, where the office was without power for two weeks, but nobody knew that anything had changed, because everybody was working remotely, working from home, or off-site, just a normal part of the business. And those kind of examples with the Citrix customer base are pretty typical. So I think now we're getting the opportunity actually to get that message out to a broader audience, and it resonates like this. We were at SAP Sapphire last week. It was interesting to hear a lot of the customers, and of course SAP, talking about the notion, the metaphor of an app store for the enterprise. They're talking about a pretty legacy ERP-based company. You're certainly seeing that in your customer base. What role do you play in that? I mean, you guys kind of the glue in between, that infrastructure, do you actually see yourselves potentially becoming the platform for that app store, or both? Well, we actually do a little bit of both. I mean, because with Citrix online, we provide services, so we are on that side of the business. And we've been pretty careful about what we do there. It's hoes in a lot of ponds. And as Mark said, I mean, the thing that that does is we understand what it takes to offer a service. We understand what it takes to be a 24 by seven, 360 network provider with NetScaler for all of the large inner properties. Same thing was then in the cloud. So we have probably one of the richest and broadest, maybe most diverse set of technology areas and expertise for a company our size, probably in the industry. So we'll see what customers want and do what makes sense to us. It's kind of been the norm where, as Mark said, it will go where the customers want us to go. Mark did a great job in the keynote. And I want to really thank you for coming on. I know we gave you a hard time about the desktop thing. And thanks for agreeing with us, by the way, on that and the comment. But I agree it's about the apps. Thanks for coming on Inside the Cube. You shared a lot of great knowledge and folks out there on Twitter were pretty happy with some of the responses. So thanks so much for coming on board. Keep in touch and we want to, talk to you more when you change the name. We want to be the first blog to break the news, SiliconANGLE.com, the leading coverage for tech innovation and emerging media who are here. Citrix Retires Desktop Virtualization. Thank you, David. Appreciate it. David Boxy, thanks for coming on the Cube. It was great to have you. You got it.