01. Jerry Kennelly, Riverbed, Visits #theCUBE!. (00:20)
02. How Are You Feeling About The Company's Growth. (00:27)
03. Did You Solve The Speed Of Light Problem. (01:49)
04. Is The New Product Line More Of An Adjacency. (04:50)
05. How Much Of Networking Landscape Change. (05:30)
06. Is There A Lot Of Complexity Out There Of The Recent Wave Of Hardware. (07:06)
07. This New Private Equity Model Is Fascinating. (08:40)
08. Can You Bring Us Inside The Company Changes. (11:09)
09. Talk About How The Ecosystem Is Evolving. (13:28)
10. How Has Your Sales Role Evolved. (14:45)
11. How Would You Describe The Culture Of Riverbed. (16:00)
12. Give Us The Last Word On Disrupt. (16:55)
Track List created with http://www.vinjavideo.com.
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The true unicorn? Riverbed’s assessment of the virtual world | #Riverbed
by Gabriel Pesek | Sep 13, 2016
In the market of forward-looking technologies development, the impact of earnings sheets can easily have more impact on a company’s future than how well their products answer the needs of their customers. This gives the enterprises that do well without being quickly snapped up their own sort of legendary status.
Jerry Kennelly, chairman and CEO of Riverbed Technology, Inc., joined Dave Vellante (@dvellante) and Stu Miniman (@stu), cohosts of theCUBE, from the SiliconANGLE Media team, at the Riverbed Disrupt conference, for a discussion that touched on the company’s marketplace transition, what led them to that change and the roles played by earnings and debt along the way.
Covering the cost
Looking back at Riverbed’s path to this point, Kennelly seemed slightly amazed. “We were the true unicorn,” he said, referring to the company’s time generating high profits for a length of time before being acquired.
Moving on to address its business of networking, Kennelly offered a dispelling of the popular “virtual world” notion. “The truth is, there’s no such thing as the virtual world. There’s only the physical world,” Kennelly explained, a perspective that seems to have served the company well in addressing networking’s speed-of-light transfer limitation.
“Every action in the physical world has two costs: a cost in time and a cost in dollars. … It’s the same with digital packets,” Kennelly explained.
Moving to tomorrow
“What we’ve announced today is our pivot into mainstream general networking,” Kennelly said, referring to Riverbed’s launch of the SteelConnect networking product. “Our application-aware knowledge is very key to this new generation of mainstream networking products. … It’s a fundamental move, not just a little move,” he added.
“Our future before this new product was [very good],” Kennelly noted. “Now, with SteelConnect, we can … envision Riverbed as a $5-million revenue. … Our historical products will plug into [SteelConnect] … the premiere product against all comers, and no one will be able to touch that.”
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Jerry Kennelly, Riverbed | Riverbed Disrupt 2016
01. Jerry Kennelly, Riverbed, Visits #theCUBE!. (00:20)
02. How Are You Feeling About The Company's Growth. (00:27)
03. Did You Solve The Speed Of Light Problem. (01:49)
04. Is The New Product Line More Of An Adjacency. (04:50)
05. How Much Of Networking Landscape Change. (05:30)
06. Is There A Lot Of Complexity Out There Of The Recent Wave Of Hardware. (07:06)
07. This New Private Equity Model Is Fascinating. (08:40)
08. Can You Bring Us Inside The Company Changes. (11:09)
09. Talk About How The Ecosystem Is Evolving. (13:28)
10. How Has Your Sales Role Evolved. (14:45)
11. How Would You Describe The Culture Of Riverbed. (16:00)
12. Give Us The Last Word On Disrupt. (16:55)
Track List created with http://www.vinjavideo.com.
--- ---
The true unicorn? Riverbed’s assessment of the virtual world | #Riverbed
by Gabriel Pesek | Sep 13, 2016
In the market of forward-looking technologies development, the impact of earnings sheets can easily have more impact on a company’s future than how well their products answer the needs of their customers. This gives the enterprises that do well without being quickly snapped up their own sort of legendary status.
Jerry Kennelly, chairman and CEO of Riverbed Technology, Inc., joined Dave Vellante (@dvellante) and Stu Miniman (@stu), cohosts of theCUBE, from the SiliconANGLE Media team, at the Riverbed Disrupt conference, for a discussion that touched on the company’s marketplace transition, what led them to that change and the roles played by earnings and debt along the way.
Covering the cost
Looking back at Riverbed’s path to this point, Kennelly seemed slightly amazed. “We were the true unicorn,” he said, referring to the company’s time generating high profits for a length of time before being acquired.
Moving on to address its business of networking, Kennelly offered a dispelling of the popular “virtual world” notion. “The truth is, there’s no such thing as the virtual world. There’s only the physical world,” Kennelly explained, a perspective that seems to have served the company well in addressing networking’s speed-of-light transfer limitation.
“Every action in the physical world has two costs: a cost in time and a cost in dollars. … It’s the same with digital packets,” Kennelly explained.
Moving to tomorrow
“What we’ve announced today is our pivot into mainstream general networking,” Kennelly said, referring to Riverbed’s launch of the SteelConnect networking product. “Our application-aware knowledge is very key to this new generation of mainstream networking products. … It’s a fundamental move, not just a little move,” he added.
“Our future before this new product was [very good],” Kennelly noted. “Now, with SteelConnect, we can … envision Riverbed as a $5-million revenue. … Our historical products will plug into [SteelConnect] … the premiere product against all comers, and no one will be able to touch that.”
