The cloud presents a huge opportunity for security - Why are the other vendors taking so long to jump in?

A couple of reasons. One, Blue Coat is a very healthy, growing, profitable company. It will take a half-a-billion-dollar entry fee to get into this space. There aren't many companies that can swallow that ... Two, you have to have the go-to-market machine that's ready to execute on this to make it worth the investment. For us, it's a natural extension of what we do: protecting web traffic on premise, then we branched to protect that for the mobile users and branch office and now we're protecting the traffic to the cloud. It's a basic extension for our sales force and go-to-market machine to do this. I expect to grow Elastica's business many times over very rapidly just because of our go-to-market model, plus the technology integrations and other things we can accelerate as well. Not every vendor has that in their environment ... But, I don't think everyone is going to sit on their hands. It's one of the reasons that we've been acquiring so rapidly ... We wanted that right of first refusal and the ability to get exactly what we wanted.

Are there any areas where you still have gaps in your cloud security portfolio?

I think we will continue to develop and innovate on these platforms, without a doubt. But, I think what we have right now is so far beyond what you can find on the rest of the market that we will probably focus on integrating that and organic innovation for a while. But, with that said, we take this space as seriously as you can take it. If we see something that will advance the cause, we will move on it ... I don't see any holes that I would try to solve externally now – I think it has to be organic development from here for a while.

What are you saying to partners about the cloud security opportunity?

The first step is we've been a very good partner company for years...We've grown very nicely over the last two years and we're taken a ton of market share. What we're now telling partners is that we have the opportunity to double and triple that business together. We did our part – we stepped up and made sure the technology they need to win is in place...but the future together is infinitely brighter when you integrate cloud and on premise solutions together. The partner base has been overwhelmingly supportive in this. I'm humbled in the way that they've reacted to the last two acquisitions. They've invested their own resources to get educated, they've brought us an amazing amount of leads and opportunities to work with them and they've really taken a double down approach with Blue Coat, recognizing that we can be a much larger part of their core revenue because we're taking on these new spaces.