 Live from London, England. It's theCUBE, covering .NEXT Conference Europe 2018. Brought to you by Nutanix. Good morning from London, England. I'm Stu Miniman with my co-host, you Piscar, and you're watching theCUBE's two-day coverage of Nutanix .NEXT 2018 here at the Excel Center. Welcome to our program. You and I are going to spend a couple of minutes giving our thoughts on Nutanix, what's happening in ecosystem, what we're hearing from the customers. So you have 3,500 people here, I think back two years ago when they held the first show in Europe in Vienna. You and I talked there, it was a much smaller show. Nutanix is growing, some strong momentum here. Generally, as you say, these kind of shows, you usually have the true believers, but it's nice to see that a company, Nutanix, now nine years old, their customers seem pretty passionate, they love what it does for them, their different careers. One of the executives, it was a Sunil up on stage yesterday, said hey, you might not get fired for buying an IBM or a VMware, but you get promoted for buying Nutanix. So what's your impressions? Tell me what you're hearing from your peers and compatriots at the event. So what I'm seeing around me here is the buzz is definitely much bigger than a couple of years ago. The show's bigger, it seems to attract more customers from all over, you know, small companies, big companies. So seeing that buzz compared to a couple of years ago kind of proves that Nutanix has a place in the industry and that their products are gaining traction with customers. And looking at the keynotes from yesterday and today, I see a lot of announcements, I see a lot of work, not just in the products customers are using now, but also kind of in a forward looking, we want to go here fashion. And that's exciting to me because Nutanix is growing beyond just a core infrastructure company. They are building a portfolio. They're building a platform. And I think from what I've been hearing from customers, it does have traction. Customers like the direction Nutanix is going, but it can't help but wonder, how many customers are already using these services or planning to use these in the near future? Yeah, and one of the things I look at and I think I've seen good progress here, is isn't just taking the US show and shipping it over to Europe. Nutanix has many years of doing road shows. It's the, I think like dot next on the road, things like that. In the keynotes, we're seeing European, not just European customers, but the demo this morning was a senior SE, Nutanix woman from Spain, and you see culture when I walk around the show floor. I know a lot of the vendors here and it is their European presence and hear good proof points of what they're doing. I mean, you're from here in Europe. What do you hear and say? Yeah, so I agree. This is not just a carbon copy of the US show. It has its own identity. It attracts its own customers, its own partners. Walking around the show floor, I do see a lot of customers that I recognize. I do see a lot of partners from the Netherlands or from Europe that I recognize that I work with. So seeing all that attention from the crowd that helps in seeing Nutanix as a company, not just US based, but focusing on Europe as well. Yeah, I want to get your opinion. How's Nutanix doing on painting their vision? I think back to early days, Dheeraj and the team have a clear direction as to where they want to take things and I think they do a good job of fokings of the customer and laying out a vision without getting too far over their skis. Today I look at it, most customers today, they're really using, I'm using HCI. Probably for more than just VDI and starting to spread out, but when you start talking about from the core to the essentials to the enterprise, some of that is, most of the customers aren't ready, but they need to be hearing a lot of these things. What's your take, what are some of your takeaways so far? So I think you've said it exactly right. So even though customers are only using core products, mainly it does help that Nutanix is laying down this vision of next steps for customers, because even though you could say infrastructure is commodity and the cloud is overruling on-prem installations, it's still, customers are struggling to go from their current on-prem three tier virtualization layer up to an application focus in the cloud. And Nutanix telling that story, Nutanix telling, okay, this should be the next step. After that, you can do this. That helps to guide customers to, not only where Nutanix wants the customer to go, obviously, but also from that customer centric perspective, helping customers, navigating that difficult swamp of the next step of cloud, of applications, and moving from an infrastructure focus to that application focus. Yeah, look, there's a mental map I use for when I look at this. I kind of say that the world of the future is definitely, I prefer the term multi-cloud, but that definitely includes my own data centers or service provider data centers where I manage more of it, let's call that the private piece of the hybrid and public cloud. And then, of course, there's a lot of SaaS in there. And when I put a company in there and say, okay, did they lean a little bit too far? Of course, Amazon very heavily towards the public cloud, but we saw an announcement, AWS Outposts, where they're saying, hey, they're going deeper with VMware and also with their own stack to be able to go to the private. Take a company like Dell, leans very heavily towards private. They have VMware and Pivotal to help get them a little bit more to public. VMware going deeper into public. Nutanix definitely leans a little bit towards private, but they're doing enough in the public cloud. They're making partnerships. I actually like the messaging I heard on Cloud Native this morning, saying that look, this is just like cloud is mostly an operational model and sure, there's a lot of great innovation in the public cloud, but Cloud Native doesn't mean, I built it in the cloud, it milled, it's microservices and containerization and all those things, even serverless, we can debate whether that can only be in the public cloud. So the hybrid message, I'd like to see a little bit more clarity from Nutanix as to where that has and it's definitely feedback I've gotten from customers, but for the most part, I think they're doing a solid job. What do you think? I agree, so I think it's a matter of perspective, right? Where are your roots? Where do you come from? So for VMware, for Nutanix, it makes most sense to go from on-prem into cloud, into SaaS, whereas Amazon was born in the cloud, they attract developers, they attract application builders, website builders, and so they have the different perspective, right? So they're now realizing, okay, on-prem has a place too. And so the difference is just a matter of perspective and what type of customers are you serving? But so the VMware and Nutanix are serving the enterprise customer that has big legacy roots in the data center and they're helping those customers move towards the public cloud. But the other way around is just as valid because there are so many companies that built an e-com solution on the public cloud and are moving back to on-prem for cost reasons, for security reasons, whichever reason is there for a customer. But both perspectives make total sense to me. And if you compare outposts to the work Nutanix is now doing with carbon, technologically it isn't all that different, but I think it's a matter of perspective, which customers are we helping in which way? Yeah, you're right, I'll put a fine point on this. When I look back to the early days of Nutanix, what their mission was is they took hyperscale, what the really big guys were doing and they were going to bring that to the enterprise. They've done a great job of packaging that. Early days we talk about the hyperscale companies really can put in a lot of high value resources to build what they need. The enterprise doesn't have a big team of PhDs to throw out things, they don't have the amount of resources, so they will spend money to buy what they have. So that's what Nutanix has done, that they've got great things to show for it. Public company over $7 billion of market cap, so they can grow that, they've met the customers where they are and definitely our trusted partner to help bring them towards what Nutanix calls the enterprise cloud, what most of us call that multi-cloud or hybrid cloud world. All right, you, thank you so much for helping us dig in with some of the analysis. Be sure to stay with us for a full day, second day of coverage, as always, turn to thecube.net for all the interviews. I'm Stu Miniman and thank you for watching theCUBE.