4tryout4Now that I look again I see my previous reply didn't...

4tryout4
Now that I look again I see my previous reply didn't actually address your question so I'll have another go.

My assumption is that HGC will want a slimmed down version of the current quite sophisticated VSN which is also technically "multi- tenanted" and more suitable for a very large single organization like the "sporting goods company" which uses it to communicate across its supply chain. It has about 50 outlets in China and about 140 supply plants, largely in S.E. Asia. These are all "tenants" in a cloud based platform which has one central control function - the VSN orchestrator.

Not sure if you were on Teams for the second demonstration, but in that demo the engineer showed the dashboard of the orchestrator which sets the communication schema of the organization. As he explained this can be readily changed for any security requirement - from very open and non-restrictive to very granular, down to specific devices and specific websites.

For example, "the large sporting goods company" may allow all of its designers to talk to all of its 140 supply plants, or perhaps only multi-lingual logistics staff can communicate with these plants. Perhaps all staff are banned from using Google, except the Board and the top three in the IT department. If those are no longer appropriate, they can be changed in a few key strokes. This is all to reduce the surface area of potential cyber attack.

But to get to the point the question is whether this highly sophisticated platform now being used by the "sporting goods company" the "German Bank" needs to be simplified or slimmed down for HGC and similar carriers. in fact HGC and the NET engineers are modifying it, but apparently not significantly.

As for revenue, margin and profit, HGC is no mystery. It has about 30,000 small and large corporate customers, so that's a fairly large 'potential sales base to work from. Given the pervasive threat level (according to Michael Pezzulo of Home Affairs it is "changing daily and threatening everything everywhere") there will be many who tick the box for all-company security, but that also depends this secure-network-as-a-service not having an ouch price in the markets HGC serves,