The good news is that there's more confidence in public cloud security. What happened?

There's so much evidence now. There are so many attacks and hacking attempts and [they're] increasingly sophisticated, increasing in numbers … that finally, organizations are saying, "We can't do this ourselves better than these guys."

[Some CIOs are saying] "Look, the kind of work we do is changing. And it's going to get more interesting and more valuable than the sort of run-of-the-mill, backup, archiving, disaster recovery crap that we used to do. And what an opportunity that is.