That's the strategy. No US solution. Embedded in the router...

That's the strategy. No US solution. Embedded in the router depending on the type of client. In the case of a carrier like Spark, HGC and, potentially others, it is in multi tenant form. So two networking software products: one a self-defined network for large organizations (like the sporting goods company and the European bank) and another version for carriers who need it to be multi-tenant: i.e. with a core set of fixed functions, but with differing "shop fronts"