How optimistic is Intel Security on the cloud growth in India because the cloud numbers are not great now. Also millions of SMBs are still on the product purchase phase of AV, firewall and other basic security gear.
Things will change faster than we can imagine as the security will be consumed in a very different way in next two to three years. Look at IoT like how one consumes data on mobile device does not go to corporate network. You can update it and make sure the device is secure after provisioning on the cloud. And the update patch can be done from corporate but it doesn't have to as the network becomes slower. Even official apps will also go on cloud which is a flexible way and easier to consume it is on cloud.
What about the concern of the security of data on cloud?
We see far more acceptance to cloud with right kind of SLA. The business uptake of AWS worldwide and in India, it is reflection of the people getting comfortable and willing to sign what kinds of SLAs, what penalties they can sign. Despite best of technologies on premise, companies are getting breached. In last six months, we are seeing many instance of ransomware issues in India. Ransomware is not a product issue but it is more about architecting and fine tuning your solution and not buying new technology. Despite the best of learned people in organization, it is difficult to catch up.
Our web gateway, DLP and all that continue play on both - on premise or cloud. But when the customer asks we should be able seamlessly move EPO on cloud, web gateway on the cloud. The intention to cloudify all our solutions over time.
What is the value proposition of leaner Intel Security (from product lines perspective) with customers and channels?
I personally feel there is no change in value proposition to the channels and their customers. The channels have choices from lot of single point product companies and big vendors with a smaller security pie chart of their business. And there are technology vendors competing with partners. We never compete with partners.
We have highest market share with an innovative end point solution. We have good web gateway with the option of moving to cloud. The only part missing perhaps is firewall but that was a new acquisition and hence the exit there does not impact per se. We will continue to invest in IPS as strong network story.
There Is no other security player who can walk through the entire threat defense lifecycle as we can from protect, detect and correct. And wherever we don't have solution in maybe email or VM, we will bring in credible partners who is on our DXL who is on our EPO. We will not get a brand which does not work on our open or connected framework and that's our commitment to customers.
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