All the major competitors were there, an Extreme One out. When we win one of the world’s largest cruise lines where each ship is $4 million or $5 million, and we win the first ship in a fleet of 43, and the customer is thrilled with the difference in experience in dealing with Extreme versus dealing with one of the largest competitors. That just opens up the door, for more. And then we can take these reference accounts and enterprise customers are surprised to learn that, every time you get a FedEx package, it’s run through an Extreme network or every time you fly in the U.S. airspace that you’re flying on an Extreme network technically because the FAA runs on Extreme. And, these kinds of stories, are becoming more and more known out in the industry.
And so our reputation has gone up, and what it’s doing is it’s giving us more opportunities. And then when we come in with our One Network, One Cloud, One Extreme solution, which is really about the seamless end-to-end hardware, super flexible, high performance hardware all managed within One Cloud end-to-end, our competitors don’t have that. And when you look at the commercial terms and the simplicity of our licensing, the quality of our service, and especially the performance of our fabric, which is truly the only campus grade fabric in the industry it really turns heads. And so it’s just, it’s creating a lot more opportunity. So here it’s about success, but getting success. I mentioned Kroger, they’re in the middle of a large acquisition.
That initial deal was for wireless. We have a larger switching opportunity there. And then when they close that acquisition, they’ve standardized on our technology. So just some examples of kind of what’s happening in the market, our competitive position is truly differentiated. And then our brand, we’ve upleveled our brand. So that’s really helping us get the attention. And by the way, that also plays into the channel community because partners realize that they see that we’re winning these larger deals, and it allows us to gain more mind share within the channel. So that’s been that’s been a big part of it. In terms of Cloud Edge, Tim, we know you were over in Berlin at our user conference, this is a big deal especially, where sovereign data becomes, more and more important.
And we have begun to sell our Cloud Edge not surprisingly to European customers. One of the things I mentioned in our notes is that we’re building and, we’ve just come out with our managed services platform, which is a brand new growth vector for Extreme, the more on this later to come. But here again, this is where, having an edge cloud that could be part of an MSP service offering can be very powerful. So yes, I’d say early innings on Cloud Edge, we have a lot of interest, and then it’s going to be an important part of our platform and managed services going forward.
Timothy Horan: And just on Cloud Edge, could you – are you getting much interest in doing AI inferencing? Or even, some maybe training on this infrastructure?
Ed Meyercord: Tim, I think it’s early innings and, it’s a little too soon to call. I say right now, the major interest is around the cloud sovereignty and sort of keeping data end market, if you will obviously with European countries, that’s really important. And so there’s a lot of examination going on right now, and our teams are actively working a lot of opportunities end markets Japan is another market where maintaining the data end market becomes really important. And I’d say that’s the primary interest today. But I think more to come on that.
Timothy Horan: Thank you.
Operator: Thank you. One moment for our next question. And our next question coming from the line of Eric Martinuzzi with Lake Street Capital Markets. Your line is open.
