So we’re guardedly optimistic, we’ve just launched the platform, and that will ramp throughout the year as we turn the corner to 25 [ph]. I mentioned that we’re enabling the entire portfolio at Extreme to be run and managed from the cloud. And this is going to open up growth and subscription. This will happen at the beginning of our calendar year, and you’ll see us build momentum there. And then we also have some other initiatives that we believe will be disruptive and create high growth with some very large partners like Verizon, for example. Very excited to run with Extreme. And so we’re being added to their selling list. So that those – I mean, these are the upside opportunities, obviously from a macro perspective, there are always macroeconomic risks.
And I think, we’ve seen that, we’ve heard about that. There’s always something unforeseen that kind of comes around the corner. But with this stage of the game, I’ve just been, we’ve just gone through regional director reviews going around the world, examining and scrubbing pipeline and funnel, and, at this stage of the game, we feel very confident in the demand outlook.
Christian Schwab: That’s great. No other questions. Thanks, Ed.
Ed Meyercord: Thanks, Christian.
Operator: Thank you. One moment for our next question. And our next question coming from the line of Dave Kang with B. Riley. Your line is open.
Dave Kang: Thank you. Good morning. My first question is regarding your competitive landscape. Just wondering if you’re seeing much of about Juniper in various enterprise segments, seems like they’ve been very vocal about their success in enterprise segments?
Ed Meyercord: Yes, Dave, thanks. Good question. And, I would say if we had to pick, a competitor where we go toe to toe, that is, it is most competitive out there. It’s probably Juniper and their enterprise solution today. Juniper and Extreme are about the same size in the enterprise space. We don’t see them as much as we see Cisco and HPE it’s 16 – and its 60% and 15%. So 75% of the market that we run into is with Cisco and HPE, and then to a much lesser extent Juniper. But they’re out in the market. So we are seeing them more, and I think they’re experiencing some of the same success that, that we are. And we do have competitive differentiation with Juniper, as you know, and the market knows Juniper has been a service provider company first.
They acquired Mist, which is a Wi-Fi, it was Wi-Fi only, a cloud Wi-Fi only company. And now they’re trying to migrate their switching solutions and, and they’re trying to push that into the missed framework. It’s more complicated than extreme. We have advantages with respect to our cloud and One Cloud where versus a multi-cloud environment we have advantages around cloud choice, and we also have advantages with our network and our universal hardware platform that’s end-to-end. And I’d say a big differentiator for us in the market today is our fabric. So it’s cloud differentiation and fabric. We are the only player that has a truly differentiated campus fabric. Juniper has an IP fabric designed for data center. It just doesn’t work well in a campus environment.
When customers see our fabric, and if we do a comparison head-to-head we’re really blowing away our competitors. And that’s kind of a secret sauce for us right now as people learn about the ease of a provisioning network, the ease of deploying policy into a fabric that automatically updates the entire campus environment. Most of the data center fabrics are static by definition. Ours is dynamic and flexible, and customers really don’t believe it when it’s pitched in PowerPoint, but when they see it and then they experience it, they’re blown away. So this has been a huge factor for us winning and, it’s one of our, for us it’s a big competitive advantage for us against that.
