By using this site, you agree to our Privacy Policy and our Terms of Use. Close

Looks like i was right in saying they overshipped last quarter (Q1-flat, Q2-down ~28%).

With that said, these are still great numbers, over 100 million hardware and over 1 billion software is a huge achievement and their subscription services are showing solid growth.

When the herd loses its way, the shepard must kill the bull that leads them astray.