|After several years of disappointment, stormy clouds are clearing. We aren’t officially in safe territory but with Q4 guidance behind us, 2018 is likely to be very good, in terms of service growth. There are still some issues regarding hardware and even content services, as some of this is absorbed into CaaS, but I think we will begin to see a dramatic acceleration in overall service revenues beginning in 2018. I’ve been clear in my position that I was not happy with how Martin has handled the TacNav issue. It’s officially behind us now. I hope he’s learned his lesson and taken the advice of the last Analyst on the cc to leave TacNav out of guidance unless it’s firm. It’s highly destructive to shareholder confidence and value. I believe it was intentional but there’s nothing we can do about it now. It’s good to hear positive news about the mass market FOG. As CaaS accelerates in 2018, we will be hearing increasing positive news about a mass market product rollout in g&s. TacNav will be a distant memory. |
The skies are finally clearing guys.