Yeah, I noticed the potential revenue drop too, but it was...

Yeah, I noticed the potential revenue drop too, but it was always only potential. If it's now a realistic value (per telco), and they manage to secure 5% of telcos, then that would still equate to revenue of around US$70m pa... Then there's Dataflex (if it ever gets off the ground), plus DCB.

This quarter could go either way to be honest. Verizon revenue could be quite low due to their management changes mentioned previously. The commentary about progress & outlook will be very telling... Still foundations being built here, so I'm not expecting huge things just yet.