All that glitters ... James_B_Crawshaw Thursday December 7, 2017 5:17:40 PM User Rank Blogger
$160m of Blue Planet revenue would be great given that it brought in $6.7m in the prior fiscal year. What they appear to be doing is calling all of the software and software-related revenue "Blue Planet". The majority of this revenue is element and network management systems for the traditional optical products. Very little of it will be related to multi-domain or NFV orchestration.
A growth forecast for the software division (EMS, NMS + orchestration) of 14-16% is encouraging given the generally weak outlook in telecom equipment and software. But it does suggest a slow down from the 28% growth in FY17 (nb software & services growth of just 11% in the Oct Q).
By the way, that revenue guidance of $625-655m is just for the Jan Q, not the whole year.