RE:RE:RE:Software growth. Interesting issues, Pt. 2"It's also a fascinating story because Chen and his team have thrown so many different irons into the fire. What if one of the new kids on the block eventually attains status similar to QNX or UEM in the next couple of years?"
Agree. I view the big three as follows:
1. Radar. I am hoping it is a bit of a slow roll (slow to ramp) as Chen said he expects it to be a 'material' contributor to revenue this year.
2. Cpass. Ip-based (BBM sdk) TWILIO beater has huge potential.
3. Vehicle Management Portal. "We also demonstrated at CES a prototype of vehicle management portal. With over 100 million lines of code now, a software code in some of today’s vehicle, there is a growing risk of security breaches and failures. This portal would be targeted for automotive makers and Tier 1 suppliers. It allows user to scan software code, identify vulnerabilities or exposure and view key parameters and attributes in a dashboard view. We received extremely positive feedback from the CES attendees, and we expect to launch this offering later in the fiscal year."
If any one of these takes off then FY/2018 will be a very profitable year for us all.