Michael Dell, Dell Technologies | Dell Technologies World 2018
Live. From. Las Vegas. It's the queue, covering. Dell technologies, world 2018. Brought. To you by Dell, EMC, and, its ecosystem. Partners. Welcome. To the cubes live coverage, of Dell technologies. World 2018. I'm Stu minimun and this is the second, of three days, of wall-to-wall coverage we, have here at the Sands Convention Center, and I am thrilled to welcome to the program back, to the program Michael Dell who's the CEO of Dell technologies Michael, thanks so much for having us here and thanks for joining us on the cube great, to be here thank, you guys for all the great coverage you always do a wonderful job you know getting into the kind. Of technical details, and and you, know. Kind. Of exploring, everything in depth and we appreciate, you and your team being here well thanks, thanks so much you, started off the keynote talking, about the platform for, the possible said it was 34 years in, the making now it's, my 15th year at the show formerly, known as the MC rolled I'd attended, the Dell world show for, a number of years so you, know tell, us to start with what's really different now about, you know the companies altogether its renamed, now Dell technologies, world you know why is this the platform for the possible, you. Know I'm, kind. Of amazed and inspired when, I step back and look at what our customers, are doing with, our technology. And you. Know we have hundreds of technical, sessions here where we get in-depth you know as, we've always done that historically. You know EMC, worlds, but. We're also taking, a broader view and saying hey. You know what's, what's this really all about what's the impact on, the world and this. Was one of the motivations for bringing, together you. Know Dell, and EMC and VMware pivotal. And you, know the, whole family and it's, working and and so you know, we're we're telling the story through, the eyes of our customers, and, it. Is really an amazing time when you think about what's going on in the world you know we have we have this incredible, platform that's, built over the last thirty years but, now there. Are all these new enabling. Technologies, that. Are going to take it much further and you know the, domain, of information. Technology, is, not the IT department, anymore and we're seeing that in a big way so it's. A it's it's a super exciting time and obviously, we think we're a new company you. Know across digital. Transformation. IT, workforce. Security. And it's. Working so you know it's all it's all good to do Michael. One, of the great lines we liked, in the keynote was you, know today will have the most change that you've ever had in your life but you know compared, to what we'll see you tomorrow you know it's gonna keep changing faster. When. I look at the the Dell technologies, family you know a lot has changed pivotal just well you know went through an IPO you, know I I have to imagine the tax laws you, know changing, in the recent administration, has an impact what's changed, since kind of the day one decision, to purchase, EMC. The you know largest, merger in technology, history so, today maybe give us a little bit of insight as to you, know what's happening inside the family that's different.
You. Know there, been a lot of reports about the tax law that actually was not much of a change but you know it. Kind of inconsequential change. It's. Very. Good for the broader industry, growth and and, kind, of broader economic growth. And we're. Quite excited about that and you. Know so III seen. As a net positive. You. Know when. We step back and go. Back a little bit in time here to you know 2009. When Joe and I first you. Know talked, about this idea, 2008-2009. Wasn't, the right time financial, crisis and we restarted, it in 2014. Announced, it 2015. Here. We are you know four years after you. Know we had the. The the the last set of initial, discussions, and it. So come together very, well. Look. I mean the. The revenues, are much stronger than we thought, a business, is excellent. The. Demand, is very strong, there's a portfolio, fact I think you're seeing increasing. Integration, of the. Family of businesses, you. Know particularly. With VMware, and Dell EMC, and pivotal. And. You. Know and and, the relevance, of what we are doing has never been greater and so you. Know we're able to have conversations, with. Companies. That are very different than we had before and at. The same time this is occurring I think you. Know, the. The business leaders, and the chief executives, of companies are waking up to, the power of technology, whether. It's because of some new disruptor, is showing up or, because, they realize, that they have to change, and evolve you know used, to be was just, us. Folks, in the tech world that you, know we're in this fast, changing world where everything was you know moving very quickly and you know we used to when. People wanted to come work for us we'd say hey how do you like how. Do you like it with things change you know how are you dealing with ambiguity, if. They didn't like it would say yeah a price shouldn't come work here because you won't be happy you know everything, they're changing all the time it's. Like that in every business now and like you said I mean it's only gonna get faster. Right. So. Wondering. If you look at the portfolio Michael. One. Of the things since the EMC, acquisition, it's a pretty broad portfolio there's some streamlining, that, I. Understand, is happening how do you balance the streamlining, with the breadth of portfolio make sure you're reaching, the customers. There's. Absolutely some. Kind, of simplification. And, optimization. Of the. Expansive. Set. Of capabilities we have we. Also have some incredible, platforms, right and so what you want to do is rally around the platforms. That's, exactly, what we're doing so you'll. See us not. Only create a very. Seamless. And logical, path for every customer. But. Rally, around the, winning platforms. And you already, detect, that as a theme here you know adèle technologies, world and you. Know it's it's it's it's going well. When. When you look at your overall portfolio. Wonder. If you could talk to kind of some of the macroeconomic things, happening, on margins. That are happening if Dave Allen Te'o is here you know we're talking half of your business is client. You know you've got the the isg portfolio. That. Transformation. Of when Dell went private and now bringing EMC, in which allows you to change things you know, how do you look at that and you know what does what does Dell look like you, know when you get to say you know the 2020.
2030. You. Know, right. Now looks great and, I think it'll look even better in 2020. You know what I see, is. You. Know we have positioned, ourselves as, the essential infrastructure, company and there's that massive, infrastructure, build-out and it's. On the edge right it's a distributed core, and it's, the cloud and you know cloud is not just the public cloud and everybody's, kind of figured that out now we were saying it you know before was cool but, but, you. Know it's, it's. You. Know so. If I think about the different businesses I mean you, know pivotal is doing great and and you. Know we, don't need to say. Too much about that cuz they just went public and we're a bit of a quiet period but you know the pivotal, businesses, is a great business VMware. Is doing, fabulously, well Pat did a great, job yesterday, with the keynote and I think you. Know if you watch the keynote you know you see Wow you know Dell, Dell. EMC. Pivotal. VMware, really, really working together at a very deep level and, then, you go into our, you. Know our our, client, business client, business is growing really fast but. Not as fast as, our data center business you know the data center business is growing even faster so. We're gaining share you'll. See it in the first quarter we gained share and storage we'll, gain share and servers we gain sharing clients, and there's. A portfolio, effect where. Customers, look across. Everything. That we're doing they, say you, know I don't really want to deal with 25 little companies but I wouldn't have a bigger relationship, with Dell technologies, so. Bringing. Everything together. Putting. Real. Effort behind these big platforms, that we have and look we've got some big new, initiatives. You know NSX. You, know network virtualization, you know I'm a big believer in that and I think. This is ultimately, bigger than server virtualization. And you. Know we're in an ideal position with, our over networking, and VMware NSX to, drive that forward you, know Michael. Both, Allison, and Jeff brought some great customer stories up on stage, one. Of the things sometimes you hear out there it's like well Dell Dell they're just an infrastructure, company and. Infrastructure, you know I care about my data I care about my applications. What's. The role of infrastructure. And maybe give us what, does infrastructure, mean to you when we talk about those, digital, transformations, that you're helping your customers through well. You sort of go back to you know what's the plot here right, you know and the plot is better, outcomes. Results. And, success. For, a business well, how do you do that well. You do that with data, right, and. You. Know you, know people talk about clouds, well, what, are clouds clouds or build an infrastructure, you, know it's, a bit like the internet you know 20, years ago would say we have the internet we have the internet product strategy, and a vice president, of the internet internet product, division where's, all that now it's. Just it's, everywhere you know. Cloud. A I very. Very similar at, the core of all this is the data and and, the computer science you know you want to have artificial. Intelligence machine learning got, AB data so. That's infrastructure. So so you. Know. You. Know AI, is eating, software, all right and you know software, is eating hardware, but. The AI doesn't, run on you. Know on software, or software doesn't run on software right you know software. Runs on hardware so you. Got to put it all together right, and and and that's exactly what we do, right. Michael. What. What learnings, have you had going through this I know there's a lot of planning, we talked, to Howard yesterday. Talking, about some of the cultures coming together the, big survey they did that like the top 5 things across everybody it was like not only were the top five things in agreement but even the order, was an agreement but have, to imagine there were some things bringing, you know these large companies together you.
Know I I might notice that Anna keynote so far it's been all people, that came from the Dell side that. Are up on stage Bob PowerMax Bob I know is from the EMC side but. Mostly, from, the Delft side what, have you learned so far how some of those cultural pieces, come together and how do you keep you know a quite, large organization. You, know rallying, and focused around you know what's, an ever-changing in, broad portfolio. You. Know it's. Been a lot of fun first. Of all to. Have. So many unbelievably. Talented people join our company and you. Know that was, a, real, delight because you. Know there's. Just a wealth of, enormously. Talented people, now in our. Company, and. You. Know. Over-communicating. You. Know listening, getting, to know them you, know understanding, the air point of view and. Ultimately. Creating a shared vision and an inspiring vision for, what we want to do in the future and then, of course when. You're winning, everybody. Sees it everybody's excited they want to be part of it and they're you know engaged, and and and and it's working so. You. Know certainly during the. The. Period, sort of before, you, know the integration, and and still, still today I mean we're, we're. You know yeah. We're in the business of technology and we got products, and services but ultimately it's. Really the people business right and. You. Know the talent comes, in and and walks out every. Single day so, you got to keep them engaged excited, you. Know and unfortunately. We're we're, we're doing that and we're adding a lot more so, you know we, we we need a few more thousand, sales people so if you're if you're really talented you know how to sell stuff you. Know it come come come join us at Dell technologies, because we're are and more sales people well Michael I think you're gonna get calls there and yeah on a personal, note you know I've. Been watching on social, media everybody's, really you, give your time back you spend, time I know something, you really enjoyed the time is is speaking, to people understanding. What's going on getting, into it and for, you, know someone I mean Michael you created, all of this and and you've been there and just you, know giving, your time and getting involved you. Know is impressive, I've read like every book that Walter I Dixon's done we, can see a biography, from him about you sometime, in the future or well. Look I mean I think if you're if you're honored, enough to have a biography. By Walter eyes that's, that's pretty good I'll. Leave that to him he's. He's. He's. A great one for sure look. I mean I just think this is my job right you know our. Job is to be. With our customers, be with our people learn listen, that's how we become a better company, and and. Yeah. I wouldn't know what, else to do if I wasn't doing that you, know one, of the things in your keynote you spoke about is helping customers making, it real I like, in Jeff's keynote it was you know that you, know the business and the IT are becoming one, the same maybe, if you have any good customer stories or you know how are you helping customers making.
It Real yeah. I think this topic of change. Management, is is, really. Important. Because you. Know let's, say you're a customer and you come to Dell technology's, world and you see this amazing, dizzying. Array of new, things and you're like wow that sounds great but how do I do it right and. And so. You. Know, I'll. Give you I'll give you one story you, know we met with a. Large. Rather. Large company, and and you. Know, they. They had a situation where, for any number of reasons, the. IT. Environment. Was sort of put on hold for a couple of years you. Know where things going on around them that were beyond their control they, just really couldn't do anything so the environment. Very, quickly atrophied. And they, wanted, very. Quickly, to get up to speed need a lot of help and so. We pulled in our professional, services team. Make. No mistake we're not trying to replace Accenture. Or TCS. Or something but, a thin layer of architecture. Consulting, to very quickly help them map out what the new architecture should look like and then go make it happen and and. Of course we have you, know lots. Of partners, all over the world that also are engaged in helping you. Know that happened. So. You, know but but we're very aware that that, change management, is, a is, a you. Know a big, topic for a lot of our customers we're spending a lot of time on how do we make it easier so make, these more. Ready-made. Solutions. You, know for the fast track to the modern data center like you, know the VX rack the, xrail, Vblock. Solution, yeah. We. Touched on it briefly but, that that concept, of change you know when I talk to customers one of the challenges, they have is they. Learn about something they get ramped on it by the time they've, rolled it out there's something else that it's like oh wait maybe I should have waited it used to be you know oh geez you know I should have started that project two years ago and now it feels like wait maybe I should wait another year because things, are changing so fast economics. Are changing how. Do you work with customers and internally. How does the team you know manage this just unprecedented, you know rate of change I think. There's a you, know pretty, massive. Movement. Going on across. Organizations. To be more agile, you. Know and. Kind of started, in, software. Development some, technical organizations, but now you're seeing it spread and, we're, certainly working as a company, to do. More and more of that and. Look. I think I think we're, living in a very dynamic world, I mean yeah first we had the you know internet and all the things that that brought now we have the five GE and the blockchain, and you, know autonomous, computing. And, you know all kinds of new new, things that that you. Know are being. Explored out there and so you. Know we have to we. Have to. Be. Highly adaptable and. And flexible, and look. I think I think you, know companies. That aren't able to do that are. Gonna have a problem, you. Know we we we're in a way blessed, that we grew up in a world where if we didn't do that we'd have been out business a long time ago so, yeah, like. You mentioned crypto, you, know we've talked to the VMware and Dell EMC teams that are starting to look, at those technologies, do some of the underlying feature but you know you're, a big investor you know, made some some, big things everything from think, about the radio frequencies. To in, the city you know sports arena, what. Do you think of this whole the crypto, Bitcoin all that what what's your take on that from a personal side well, look as a personal. Investor. You, know I have. Almost. None of my money in cryptocurrency, okay, so I'll. Be clear about that I'm a massive. Believer in, distributed. Computing, and and. Blockchain but you, know I don't I don't have a lot of my money or really in anything. You, know to. Speak. Of in cryptocurrency. So maybe, I'm missing out on the next great investment. Opportunity don't. Really know I. Guess. We'll find out but, you, know big believer, in distributed. Computing and and blockchain yeah, yeah. I think you'll be doing okay either, way Michael I want to give you this worked out pretty well so far so I'm. Want. To give you the final word I mean there's so much here over 14,000. People lots, of tracks you know I've been talking to all my friends you know it's a great nerd fest I think some people have said so always. Hang out give. Us a final take away what you hope people walk away and what maybe they understand, dell technology, is a little better about that they might not have in the past well first very, grateful, for our customers, for the trust, they place in us I mean it's it's really gratifying to see how. The. Dell technologies. Capabilities. Have resonated, and look, I think a lot of people are a bit surprised that all the capability, we have across.
The Company that's, really the purpose of this event is to bring it all together, explain. The capabilities, we have we. Want them to engage in the hundreds of technical sessions, that we have but. Still come away with I wish, I could have gone to some more right now and, so we we have all those online and, and. You know for us this is also big ears we're listening, and we're, learning we're hearing from our customers, and we're, going to go take that back and bring the next you. Know set, of innovations and we want to be the trusted partner for our customers, we, think there's never been a, better. Time to be doing what, we're doing. And you, know there's a business. Investment. Cycle, that's technology, led it's. Very powerful, and there's no company, on the planet. You. Know that has the capabilities, Dell Technologies. Has across, all the four transformations. Michael. Dell thank you so much for joining us here really appreciate getting. To talk to you and get it getting to cover this event, about. Two more days full of live, coverage, here from Las Vegas I'm, Stu minimun and you're watching the Q thanks, Michael, great, thanks, to.