"NGN Routing, Collaboration, Data Center, and Service Provider Video revenue decreased by 2%, 4%, 5%, and 30%, respectively."
It should be clear by now what will happen to SPVSS, i.e. NDS.
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They didn’t mention it in 2018. Breaking down the numbers give some reasons to be hopeful.
"AT&T expects to have 75 percent of its network operations controlled by virtualized platforms by 2020"..."AT&T Sees SDN & NFV Investments Beginning to Self-Fund"
https://www.sdxcentral.com/articles/news/att-sees-sdn-nfv-investments-beginning-to-self-fund/2017/05/..."AT&T is working with VeloCloud on SD-WAN"...
https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=266261002
http://investor.cisco.com/investor-relations/news-and-events/news/news-details/2017/Cisco-Reports-Third-Quarter-Earnings/default.aspx
Revenue -- Total revenue was $11.9 billion, down 1%, with product revenue flat and service revenue down 2%.
The obvious sign being Chuck and gang dancing around all questions and mention of Service Provider Video...
NDS start packing up
Here is the source:
http://www.businessinsider.com/live-cisco-reports-third-quarter-earnings-2017-5
That line was never even mentioned in the breakdown of each line during the call.