On The 5G Wave
There are multiple opportunities, a lot of them being in the smart city and the IoT space. But the fact of the matter now is that 5G and Wi-Fi will coexist. Listen, 5G is still four times more expensive on per-Gigabit basis compared to Wi-Fi. And obviously there is a massive Capex investment that telcos have to put in place all the way to the edge. And we see that opportunity ourselves because we actually provide a lot of virtualization in the core network for 5G, including six virtual functions, [and] we can extend that all the way to the campus and branch because of the Wi-Fi integration. But partners should not be [focused on] that. They should be selling the outcome of it. And that’s why if you sign up for GreenLake, which will include Aruba, you will get 5G with it. You don’t have to be an uber-technologist to do all these things. That’s our approach. But there are use cases where you need persistent connectivity where there’s a remote 5G network and other cases where you can do offloads from 5G to Wi-Fi, which is significantly cheaper. In either case, It’s all automated and has become part of the platform where one can serve connectivity, not just 5G, Wi-Fi, or whatever. The subscription model is the key.