Cohesity Teams-up with Microsoft for Truly Intelligent Security in a Multicloud Era

By Patrick Moorhead - April 11, 2023

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Sanjay Poonen, CEO and President of Cohesity. Their conversation covers:

* Collaborating on security, AI, and cloud with Microsoft

* Advancements and integrations with Microsoft

* Extending Cohesity-managed SaaS to be hosted on Azure

* Cohesity’s exciting vision for AI

* How Cohesity is addressing AI and language models concerns

* Their shared vision with Microsoft

* And their partnership with IBM

This is a fascinating conversation you won’t want to miss!

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You can listen to the episode here:

TRANSCRIPT

Patrick Moorhead: Hi. This is Pat Moorhead with Moor Insights and Strategy. We are here for another Moor Insights and Strategy Insider Podcast. The insider that I have here today is Sanjay Poonen, head of Cohesity. How are you doing, my friend?

Sanjay Poonen: Pat, great to be with you as always. It’s been a couple of months since I’ve been on your show, but of course we’ve been communicating on social media, email, text messages. So, I don’t feel completely out of touch, but great to be back with you.

Patrick Moorhead: Yeah. I love our check-ins, Sanjay. But what I love even better is watching from afar what you’re doing with the company, what you’re doing with the product lines, what you’re doing with the service lines. And as importantly, how you’re leveraging partners to make stuff happen.

We were talking in the green room. I look at this and I’m thinking, what a Sanjay move this is. It’s so fun to see the success the company has had, but there is a lot more work to do. But hey, today we’re here to talk about a couple of things.

First off, a really exciting announcement that you’ve made with Microsoft, really extending the current partnership that you have, I might even say dramatically. I mean, the two of you are collaborating on security. You’re collaborating on AI and the cloud.

So, can you talk about the significance to you and maybe talk about what’s in it for Microsoft too?

Sanjay Poonen: Yeah. Thank you, Pat. I mean, listen, I’ve had a long history of working with Microsoft. I started, my first career job between my junior and senior year was at Microsoft in the days when Microsoft was just a little over a billion dollars, Windows 3.0. Bill Gates was the CEO. So, I have fond memories of the company and worked really closely with them at VMware on the multi-cloud relationship, certainly at SAP.

So among the people I called when I was taking this job, I called Andy Jassy at Amazon and Arvind Krishna at IBM and Satya Nadella at Microsoft and Thomas Kurian at Google, just to get a sense as to I’m taking this job, I want to be partners with you folks. We have a very strong partnership with Amazon that speaks for itself. They’re an investor in our company. But many of our customers were asking us to also partner with Microsoft because they were Azure shops or they also had security. Charlie Bell, who had come from one of the other cloud companies, is now running the security. So, security was our angle in.

We’ll talk through many of the aspects of it, but we began with security, continued with some of the things we felt were important to our partnership and cloud. But the exciting part in the last few months has been AI. I’ve been thinking a lot about that, talking to Satya and their team about OpenAI and what we’re going to be announcing next week around OpenAI and our beginnings. That’s going to be absolutely incredible for customers.

Patrick Moorhead: One of the fun things to watch, like I talked about, was the evolution of the company and also its core value proposition. I always knew Cohesity as a data management company, but one of the biggest things that you brought to the table is you really brought this security element to the table. It makes sense. I mean, where you have data, data needs to be secured. If we truly believe that data is the new oil, then it needs to be protected.

We’ve also moved from this thinking of, oh, the perimeter. Perimeter-based defenses, that’s the old way of thinking. The new way of thinking is perimeter’s great, we’re going to have this, but they’re going to get in. We’re going to get them out, but they’re going to do some damage along the way. How do we recover on that? And today you made some recent advancements in integrations with Microsoft, including Sentinel integration. Can you talk about that a little bit more? Maybe talk about, first of all, what is Sentinel and how are you working with Microsoft on security?

Sanjay Poonen: Yeah. I think, listen, I’m much more a security and an analytics AI person in my background than data management. I’m actually not very savvy in the storage space. 18 years ago I was at Veritas. We did some storage, hyper-converged capabilities of VMware, but my expertise is a lot more in security. So I came in with a clear view. I’m on the board of Snyk. I’m very actively involved in investing in security companies, with a clear view that security was one of the dimensions.

Now, it wasn’t [inaudible 00:04:43] become suddenly just a pure cybersecurity company. This was one where I believed that the junction of data management and data security was going to be something special. So, I had that point of view. And long-term, I think management, security and analytics AI insights become the three core nouns that we focus on.

When I talked to Charlie Bell about the week or month I joined, it was very clear to me that some of the things he was working on would have profound impacts to a multi-cloud type of company. We built our control plane in AWS, but our data plane people were asking to run in Azure. For that type of customer, there was some very important security products that our customers wanted integrated. So the first thing I did with Charlie and his team was study the entire security portfolio of Microsoft. It’s a big focus for Satya and that team. I think they’re building a business that when I read in their last earnings report was a 15, $20 billion business. So, it’s sizable in their focus and they’re really trying to build something expansive.

Sentinel is a security analytics lake that basically can take a lot of their 65 trillion signals, put it into lake, and then feed those threat vectors into other tools. So think of it, there are other products in that category, like Splunk and so on, so forth. So they work in that fashion. Because of the signals that they get from all of their, for example, Defender, their XDR product or many of the other capabilities like Azure AD, that product’s now called Entra, that lake has really, really got a number of very important signals.

Now we’re not a security operational center. Companies like them and others are. If we can get those feeds feeding into our data security, data protection products and allow us to detect that there’s likely going to be sleeper cell malware somewhere from a threat feed they have or vice versa, if we detect something, send it back to them. So, that was the very earliest starting point. We had done that already with some other security analytics parts products, very easy to do.

We’d already done work with Azure AD, now called Entra, for multifactor authentication. We were starting to think about classification of data, and we were working with a company that we OEM, BigID, that’s a really good Israeli company doing modern work there. They were integrating with Purview. So we started to study Purview and some of those capabilities and we were the first to really think about how a company like us could integrate with the compliance, privacy and governance products of things, we worked to that.

To me, integration’s always a journey. It’s never a milestone. You’re going to see us doing a lot more, not exclusively with Microsoft, but because they are so focused on security and Charlie has a very strong vision of security, we were hearing these integrations to be a priority to our customers even well before we began to even go deeper in Azure.

In Azure there were some very obvious things like for example, cyber vaulting and backing up into Azure, which we can cover next, but we resonated. I’ve had a really strong relationship with Charlie. We got to know his team really well, and they’ve been extremely helpful for some of the things we want to get done in our view.

At the end of the day, you’re right. It takes a village to keep the company safe. There’s probably another person, Kelly Bissell, who runs the security services piece of it. So we kind of got ourselves inside many aspects of Microsoft and our view is this village that keeps the world’s data safe is going to take us and Microsoft and even competitors working together to keep a cyber resilient place where people’s data is safe.

Patrick Moorhead: So another part of this announcement was extending your current SaaS offering, which you manage and extending that and be hosted on Azure. Can you talk a little bit about that and why multi-cloud is important for cohesity? I mean, listen, I was one of the first analyst firms to really call that multi-cloud is going to be going to be the end point. I was not popular at the time. I think I was called, I was anti cloud, but that wasn’t, it was a natural progression that customers wanted. Customers wanted choice.

Sanjay Poonen: Yeah, I think listen, I mean I have great experience with this at VMware because I built a multi-cloud business there. AWS, Azure, Google, Oracle, Alibaba, IBM. So I have a great experience with of knowing how to think about this and it’s very customer driven. So we had the beauty of what Mohit and the founders here had built was a cloud-ready architecture that could run private cloud and in the multi-cloud in the tenant of somebody else. So we have a cloud edition product where you can take cohesively the data protect platform and run it in people’s clouds. And we had hundreds of customers doing this in AWS, Azure, Google, Oracle already. But as a SaaS solution in that scenario, the previous scenario I just described, it’s in the customer tenant. But when a customer wants to say, “Well, we want you to manage it,” we began two years ago building this in AWS and that’s a really good solution. Like I said, Fort Knox and some of those capabilities were winning awards as the best capability and we were probably ahead of everybody else and really building a really good cloud solution.

But customers came to us and said, well, these are example of retailers. “We want to back up our data in Azure.” And you know who some of those big retailers are, right? We would want to do that. So we were listening to customers, many of them are our big customers and working with Microsoft to flesh out some really core capabilities. The ability in our SaaS solution to back up into Azure, the ability for someone to run a cyber vault, our best award-winning cyber vault from VMworld in Azure, Fort Knox. And then anything else that over time people may say, well, I want to also backup up an Azure centric workload, compute, blobs, SQL over time, much the same way we were thinking about this, the generic platform framework that we built for as a service could be now applied to specific capabilities of Azure. And we began doing that. The moment I got here, I insisted on us accelerating our multi-cloud journey and here we are.

And that allowed us to work not just with Charlie’s team, but with Scott Guthrie’s team in Azure that I’d had great experience with from my VMware days. And now customers get the benefit of both security and cloud if they are a Microsoft centered shop. And that’s the way we think this adds even more value even before we get to the third big pillar we’re talking about, which is AI.

Patrick Moorhead: Yeah, so it’s April 2023 and of course we have to talk about AI and a particular new type of AI that leverages really large models out there. It’s transforming pretty much everything that I’ve seen, particularly on the SaaS side. And I got a sneak peek and a demo of the capabilities and it was one of the first demos that I saw on private data that was compelling for me. Can you talk a little bit about your vision for AI? Because hey, this isn’t a destination, this is going to be a long-term thing. What are you bringing to the table that’s different? What’s unique and what can we expect moving forward?

Sanjay Poonen: Well, Pat, you were there front row seat watching the OpenAI and being launched. I think I saw a selfie with you and Satya, so I know you were there when this was being announced. And AI is not a new topic. AI was actually my thesis topic as a computer science undergrad, and then it sort of felt like the topic went asleep until self-driving cars and Tesla showed up and scale compute and PPUs made this a lot more relevant to companies today. But I had a big idea around the time I saw that launch, which was I went back to our engineers and said, “Listen, you have built the framework in our product for a rich indexed, cashed index, elastic searchable, heavily hydrated platform.” So what do I mean by that? Let me explain it.

So remember the 1980s, some of your viewers might not have been born then, but I was there and remember-

Patrick Moorhead: I was there, I was very much alive in the eighties.

Sanjay Poonen: Yeah, imagine us trying to listen to that, whatever your favorite Michael Jackson song was on cassette tape and when you wanted to find song number five, you rewound and fast-forward and rebound and fast-forward and maybe you got to that song. Then came a CD and it had this beautiful thing called an index where you could skip to song number five. You could even fast-forward within it much easier. Now what we have done often backup, data protections like that. It’s this proprietary format that’s impossible to search. The beauty of what Mohit had built, and he was the first to do this, he had done this first at Nutanix, but he took that invention where he was the father of hyper converged to backup and eight, nine years ago built a data protection platform on top of a file system with a rich set of indices that were cached. You could elastic search them, and they were now ready, freshly hydrated to first do global search.

So we really were solving now a search type of problem where now you put generative AI and chat kind of capabilities on top of that, you have much of the plumbing set where you just have to bring this nice new hammer called open AI to it, and all of a sudden you get it. And that’s what I began to ask engineers, “Could we do this?” And they said, “Absolutely.” In fact, one of our best pre-sales for people who you’re going to see in a demo, was the one who we showed it to you, was already prototyping this. So we were very readily available to now go and take those concepts. We started to show that to Microsoft and they were blown away. Now the differentiation to us is nobody else in the backup space has built this global, searchable, heavily indexed file system based backup.

Nobody. So we were kind of several years ahead of everybody in doing this. Now you bring open AI, we will be the first company to bring that generative AI concept into this topic of AI. Now, when I’ve talked to Satya about this, he’s so smart about this topic, he said, “Well, what you’re just doing is this sort of research topic called retrieval augmented generation, RAG”. So we’re going to pioneer RAG for this data protection space, so to speak. And I think people are going to get insight. And the beauty of what we’re doing here in AI is we’re not asking the AI kind of computing universe out there, the meaning of life. We’re helping our customers search their own data, it’s not our data, in the complete confines of their privacy in their own tenant often or if it’s in our tenant with highly guarded sort of guardrails to get insights into it.

So for example, if I was a company that’s say a 50-year-old company and I’m doing a legal investigation of something that I heard mirrors what happened at the company 30 years ago, I can now run a search, it’ll come back maybe a few hours later, it’s not as quickly as a millisecond search, with an essay of everything it found in the file systems and emails of how we handled that same legal investigation 30 years ago. That’s beautiful. You could imagine that in architectural diagram searches, maybe in healthcare records you’re trying to search a number of these things where in the past you thought of your backup as this sort of tape you couldn’t search, AI gives you superpowers to do that.

Patrick Moorhead: I saw the demo and I’m not the sharpest knife in the drawer, but when I see something and it connects, I think I literally said, “I have never seen anything like this.” And I was sitting in the front row at Microsoft’s Bing announcement and subsequently what they’re doing on 365. There’s some people that are fearful of this new generation of AI and I’m curious, how do you align that with the conservativeness of the enterprise and in particular conservativeness when it comes to their data and even a SaaS type operation? How are you addressing those security and quality implications or quality concerns that they might have?

Sanjay Poonen: That’s a really good question. First off, I actually was very sensitive to not calling this AI because there’s a lot of AI washing going on just to use that term. AI and ML are one of two of the most misused acronyms ever. In some senses this is giving insights and we have a five pillar part of our strategy. You’ve seen it it’s on YouTube. Everyone wants to see the news story of Cohesity that I published out there. The fifth pillar in our platform is called Data Insights. And we want to provide through mechanisms like search, insights into this data. Just the same way you might have used a BI or an analytical tool on primary structured data or even on primary files. If you want to search for a file, you can find that today fairly well with BI or Discovery kind of tools. Applying that same type of analytics and rigor and insight to secondary is really hard because it’s like that tape, it’s compressed, it’s not hydrated, it’s not indexed.

And most companies have not built this with the idea of e-discovery and so on and so forth. So I almost view this as the sort of AI, it helps us to reimagine search in a way where those techniques, of a learning model and inference model, the entire science of all the things we started in AI through many decades, whether it was years ago or recently, can be applied to data protection and its customer’s data. I think when Brad Smith spoke on 60 Minutes and talked about this and said, “Listen, people should know you’re not talking to a human being.” It’s for these types of topics where you’re asking the meaning of life. This is going to be a very specific enterprise type of use case on people’s own data. It’s highly confined, highly secure, and 80 to 90% it’s going to happen inside the private cloud or the tenant of the customer.

And to them, it’s going to feel like just a faster, better, supercharged search. Behind the scenes though, there’s AI for the first time ever in an industry that’s powering that. So I hope we’re not in the mode in our space as we unveil this and we haven’t, quite frankly, we’re just prototyping it and showing this to the world. We will proselytize it. We haven’t figured out whether we’ve monetized it. I mean, I was telling our engineers as we built this, the first prototypes, it’s a little bit like my days of Microsoft when spell check first came out and there was a big debate, could we price spell check? And it became just a feature of Microsoft Word or PowerPoint or Excel or whatever have you. I think it’s the same. We’ll have to figure it out. Clearly there is value to a higher powered version of cohesively data platform that has search.

And the good news is this, listen and Mohit and [inaudible 00:19:07] and some of our key kind of founding engineers are some of the smartest on the planet. I’ve told them, “Listen, this is a spark of an idea I had. I want you guys now to take your genius of what built the company seven, eight years ago now and power a whole new innovation of what we could do here with search and AI and get that fifth pillar data insights to be something that we can leapfrog everybody else in this area.” And they’re pretty excited about it as is all the company. And as you said, as we showed this to Microsoft, they had the same reaction you did because not many ISBs in our space are doing anything close to what we’re doing.

Patrick Moorhead: So one of the themes throughout this entire conversation, I think I heard you talk about discussions with Satya, Scott G, I heard you talking about Brad Smith. If nothing else, I can spot the difference between a strategic alignment, I’ve been in this industry over 30 years, I know how to see what’s real and what’s not. This sounds very real, but I have to ask and if you can’t answer, I totally understand it. You’ve been in Redmond, we talked about this in the green room, talking to Microsoft about a bunch of different topics. Can you talk more about that? I don’t know, maybe even what you talked about. It’s okay, if you can’t share that I understand.

Sanjay Poonen: No, not at all. I mean, listen, first off, I approach the world the way Isaac Newton talked about. I see clearly because I stand on the shoulders of giants and I don’t have the brand awareness of an SAP of VMware, and I have tremendous respect for those founders who created those companies. When I got to SAP, it was about 10 billion. I helped it grow the 20 billion, but it already had awareness. When I got to VMware, it was about four billion. I helped grow the company from six to 12, but it already had awareness. In some senses Cohesity is reasonably aware, we’re not a startup. We’re a mid-size company pre IP. We’re doing really well with some of the best Fortune 1000 logos, but we’re just don’t have that awareness. So how do I get that?

I have to stand on the shoulders of some really strong giants. These are companies like Amazon and Microsoft and IBM and Google and HPE and Cisco. So good news is before I got here, there were some of these in the, I would say the existing hardware economy, HPE, Cisco. I even reached out to Michael Dell at Dell and said, “We should partner together.” But the new hardware economy is the cloud, AWS, Azure, Google, Oracle Cloud. We are not yet in China, but maybe in due course, maybe Alibaba. The same type of world I saw on VMware. And I had relationships with them. And listen, relationships are ones which you invest in for years. The Japanese say it takes 99 years to build a relationship and one second or one minute to destroy. So over years, many of these folks, and especially folks in the Indian American community, we all kind of came here to the US around the same time.

So people like [inaudible 00:22:08] Satya Nadella, Arvind Krishna are people I’ve known for many years. So it was very easy, especially, with some of them I had strong relationships, to ask them advice. I’ve constantly looked at places where I could get advice from them. I certainly took their advice as I was taking this job and I’ve leaned on those friendships to advise us, me, whatever have you, on where we go. And through the council of many there’s wisdom. And I felt along the way, the other pointer into this was customers. And part of the reason we began to work this was really, as I said, large customers were Microsoft customers were asking us to do this. And you keep that as your North Star. Every one of these big partners the cloud vendors have competition between themselves, but you want to keep the customer at the center of it and potentially a three-way other partner also.

There’s many channel partners, there’s many SIs that want to do it. And then underneath these customers, there are some really key executives that make their decisions. So it’s not just the CEO, you want to build relationships. I mean, we didn’t talk much about the IBM deal, but when I talked to Arvind Krishna, it was very clear that Rick Lewis, Denis Kennelly and Rob Thomas were going to be the key people to drive this relationship. So we went to work with them. And it didn’t matter what Arvind talked about, we had to earn the trust of those three, four people. And I think it’s the same with Microsoft or Amazon, there’s key people that I encourage our teams, we get to know and we closely work with them on product integration and product innovation and then customer obsession. And when you do that, you take the time three, six months later, we work really fast, we come out with something that’s important, and then customers are super excited.

So we haven’t talked much about this because for the last six, seven months, we were busy in the labs working on these integrations, and now we are ready to do it. IBM, last month we announced that partnership we had already announced two years ago our relationship with Amazon, that’s building and growing really well. So over time, one by one, we chipped this In. That’s how a great company is built.

I think the greatness of VMware was standing on the shoulders of these server vendors. And then later on in the cloud. SAP ironically got started on the backs of sort of Oracle. Now they became a little bit more competitive and then the asides, Accenture really made SAP enormous success. But at some point SAP was able to carry its own wig. So I think that’s how I view it at this stage of where we are. We’re a two thousand odd person company, we’re doing really well. And I think we’re taking share from only the legacy players and I think the best of any of the modern players in our space. But these partnerships help us look a lot bigger than we are.

Patrick Moorhead: Sanjay, I talk to a lot of the C-suite at different tech companies. It’s kind of what I do. I mean, I have triple click analysts who can nitpick every feature. But as I said before, one thing I’ve noticed about your approach is it really leveraging people that you know. And some people would say, “Well, of course everybody does that.” Well, everybody talks about it, but some people do it. But I feel like you’ve taken this to the next level.

And I did want to end, and we talked a lot about Microsoft, we talked about some of your announcements with Microsoft and Azure, I did want to talk to you about IBM. You had mentioned them, but the last time we talked, we talked about the Data Security Alliance where essentially you’re leveraging different partners, for lack of a better term, you’re sharing information and signals to help at the end with customers. Can you talk about what you’re doing specifically with the partnership with IBM that you announced a couple of weeks ago?

Sanjay Poonen: Yeah, that’s even deeper than the Microsoft relationship. So what happened, I mentioned that called Arvind Krishna, they have a product in this area called Tivoli Storage Manager. It’s now called Spectrum Protect. And I, 18 years ago, when I was at Veritas, we competed, we obsessed about Tivoli. It was like the one company that…

But 30 years later, I think they were looking to modernize that portfolio. It does really well in the mainframe, but we’ve really, I mean the heart and soul of what Cohesity does well is virtual machines, VMware, we do it better than anybody else. Databases, we do it better than anybody else. Many of the applications like Microsoft 365, by the way, I didn’t talk about that, that’s a use case also for Microsoft, we do it really well. So they were seeing us and we were winning many of the biggest Fortune 1000 companies as they replaced legacy.

We have the highest share of Fortune 1000 companies that have picked us because of the credibility, the scale, the simplicity, the security of our platform. And IBM was noting this thing. So when I reached out to Arvind, he said, “Timing might be right for us to think about how you might compliment what we have in Spectrum Protect.” So we got to work with Rick Lewis and Rob Thomas, and then a gentleman named Denis Kennelly who owns storage and data protection under Rick. And for what I think is incredibly fast for IBM, three to six months we are able to come to terms on an OEM deal, where they will OEM us inside their, what they’re calling IBM Storage Defender. It’s a new product that will embed Cohesity and our management control plane called Helios. Helios will also be able to manage some of their storage assets in due course.

We committed to some advancements in engineering we’re going do for IBM to help them. And again, the co-innovation is really strong. They want us to do a lot more things together. Denis Kennelly spoke not just at the major press event we had in on March second with Rick and with Rob, but I invited Arvind to speak privately to our entire employee, all hands, a few weeks ago. And our employees were just blown away that the CEO and chairman of IBM would take two or three minutes to send a video to us.

So we take our partnerships really seriously, Pat, and I want to make every one of these partners enormously successful. And the beauty of it is it doesn’t take a lot of resources. I think if you’re focused and you prioritize, you prioritize, you prioritize, and then you make a commitment to that partner for deep engineering and you deliver on it, then they stand out and say, “You know what? I want to go work with these people.”

And to me, the biggest validation of IBM is they could have worked with any of our competitors as the choice of OEM. They picked us because we have the best technology, which is more scalable. And they said these words, “It’s the most scalable, it’s the most simple, it’s the most secure,” which is great for them to say that. We have the best team in terms of our engineering and our go-to-market team. And I think we have the best ecosystem because even in this world, IBM, even though they have a cloud, is increasingly working a lot more with AWS and Azure. They’re looking for ways in which they can compliment it. They want their technology, their software, their AI infrastructure to run in a multi-cloud world. And hybrid cloud, Red Hat is a very multi-cloud kind of story.

So we resonate very well with many of these partners. And even where there’s overlap, I always view it as if we can look past the overlap in life and have a big tent attitude to everybody. I mean, I’ll say even when I created the Data Security Alliance, my a mission to even our competitors was let’s band together and help the bad guys. If one of my competitors gets attacked by ransom, I want to help them because it could be me next. And if we have that village approach, that’s the same way of the healthcare industry. The healthcare industry isn’t about doctor competing as a doctor. They’re all trying to keep people’s life expectancy growth. And that’s my view of life in general. We have to compete hard with some of our competitors. But the bigger picture is all of us need to keep the world safe from many of these notorious and absolutely nefarious nation state actors that are typically coming from a few countries.

Patrick Moorhead: Wow, Sanjay, I’m always shocked and delighted at how much we can cover in 30 minutes. And once again, you have done it. I mean, we did the double click on your exciting announcement with Microsoft. Talked a little bit about what you’re doing with with IBM, but I’m hoping that the listeners can appreciate listening to the way that you approach customers, the way that you look at strategy and execution. I think everybody can learn from it. So Sanjay, I got to ask, when’s the next time we’re going to see you when? When’s the next big Cohesity event?

Sanjay Poonen: Well, in general, I tend to think we want to have a monthly cadence as best as possible. You don’t want have monthly big events. Obviously, the March announcement with IBM was big. The April event was good. In May we have a big conference called Cohesity Catalyst. It’s a virtual event. I would encourage people to come. There’s some really good speakers, I’ll just give a short plug for it. Jen Easterly, who is the country’s CISA leader, she keeps this country safe. She’s a keynote speaker, Kevin Mandia, who is a keynote speaker, my good friend Rangu Raghuram who is CEO of VMware. We’ll have other speakers, some incredible customers, George Kurian from NetApp, we’re going to have him also sort of chime in via video. We’ve got some really good customers and partners, and then a whole slew of our own keynotes internally.

So it’s going to be a great set of keynotes. We’re also going to have a celebrity speaker, we’re looking to have at the end of the event. So we’re going to make this a good packed day for customers to come and listen to some thought leadership and content and many breakout sessions. So that’s the next big one. And then we’ll go month by month.

Sanjay Poonen: Patrick, I should say, when I talk to you, part of the benefit of being able to think through this as I bounced many of these strategies through you, and I want to thank you for your strategic advice and help to us on how we position the company well, and for every one of the other key influencers in this industry who’ve helped me so far in just the seven, eight months I’ve been here.

Patrick Moorhead: Yes, thanks Sanjay for that. And I appreciate the friendship we’ve had at multiple companies, professional and personal. And I’m going to be tuning in to your Cohesity Catalyst event, and I know a few of my analysts will as well, I’m really looking forward to it. But listen, thank you so much for spending time chatting about this, and again, you knocked it out of the park again for the sake of the audience here.

Sanjay Poonen: Thank you, Patrick.

Patrick Moorhead: Thanks. So this is Pat Moorhead with Moor Insights and Strategy for another Insider Podcast. This time with Sanjay Poonen Insider Podcast, we talk to the most influential executives at the most relevant companies. If you like what you heard, hit that subscribe button. Thank you so much for tuning in. Have a great morning, afternoon, night, wherever you’re tuning in from. Take care.

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Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.