Cyan Inc., Software Defined Networking and Network Function Message Board

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Technology Stocks : Cyan Inc., Software Defined Networking and Network Function

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From: FJB	11/7/2014 8:58:11 PM
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seekingalpha.com George Notter - Jefferies Can we get an update on Blue Planet, you obviously mentioned the number of Tier 1 trials and I think you mentioned 15 active evaluations but can you kind of walk us through how those trials are progressing? What's the feedback from the Tier 1 customers, can you walk us through the total number of Blue Planet customers that you’ve as well any sense on the amounts of revenue you’re generating on Blue Planet right now? I mean I would love to hear more of that what's going on there. Michael HatfieldSo what I would say is that over this past quarter we have seen more RFQs and RFIs in this space than we had in the previous period of time combined so it's a definitely heating significantly. The other characteristics I would say about the engagements that we have is that early in the year we were doing a lot of proof of concepts demonstrating how SDN and NFV works and how it's viable. We’re now in this quarter, previous quarter we did a lot more of focus on field deployments that people are trying to do. We’re seeing that coming together in a pretty significant way and what we’re finding is that people are beginning to get very bold about it, they are seeing the economics, they begin to run some of the economic models themselves around the implications of this and we’re finding that this is actually starting to move now. So we’re very encouraged by what's happening. In terms of the number of Blue Planet customers, we have got a 156 those who are using it and part of what we’ve been doing and seeing is that once we get that footprint there is a very natural expansion to the kind of capabilities we’re bringing into it. So to give you an example anecdotally we have a pretty significant customer who has the Blue Planet deployment they saw the announcement on the addition of the Cisco and Juniper into that mix and they said to us, hey, we want to go ahead and budget that for next year. So we’re seeing that adoption and the expansion, the capabilities we’re bringing into Blue Planet is having a very significant effect. Mark FloydLet me give you a little bit more color as well and I think what we have seen in – 2014 was when the carrier started looking at an SDN and NFV functionality, it seemed like some of them we got early traction and looking at our software inception them. I think some of the carriers have thought well why don’t I just use my own internal IT staff to go ahead and start developing part of this as well. And what we’re finding right now is that some of the carriers have just figured out that this thing is pretty tough to do and the resources to be able to do what we do there internal IT staff's probably or not – have not that much experience in it. And so we’re getting that’s why I said I'm pretty bullish about 2015 because it seems like the interest in bringing Blue Planet in is picking up and like Mike said specifically in the last quarter, so we feel pretty good about it.

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