If you wanna still speculate on the revenue, fine. But IMO (no one has to agree with me) Xped is not a speculative counter anymore. JCT, Telink - enough to lift them off from being speculative. With Intel and Microsoft, it is totally a bonus. Just Apple and GE Lighting itself, the revenue can be big for Telink/Xped.
Last announcement has all the facts on what Xped can get from Microsoft. If you want details, do ask the Directors. If you or any hotcoppers want numbers to justify the speculative status based on revenue figure and details of Microsoft contribution for Xped, well, that's your call.
I do know Xped's name has not appeared in Intel Solution Directory alliance member list. So what? There has to be reasons from Intel side.
ADRC is in Intel Quark right? As announced. Intel is marketing their development kits with Intel Quark being the IOT product, right? IMO, Xped has proven to Intel and Microsoft that ADRC is working. Hence, why Xped's website can be allowed to have them as Partners. Do you call that speculative still? It is not that ADRC is at their status one year ago. I guess different people have different expectation and definition for "speculative", just like you and me.
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