You spent 16 years at Cisco, and now you're competing head to head with them, especially in SD-WAN. How do you feel about that?
I had a great time there and learned a lot and developed tremendously as an executive. The thing with Cisco is it's so big that it can't move as quickly. We can move quickly, we're agile and we're very concentrated. Cisco's SD-WAN is very much based on routers, and we've always been an app layer business. We think customers really want the app expertise, not the router expertise. In the future, routers may be something that isn't even in the network.