I wouldn't put so much credence on historical revenue streams. As computing has changed, so have the revenue streams. There's fewer & fewer companies these days building and selling OSes. Linux has done wonders to standardize and commoditize the OS. I think the reality of computing today is that platforms, subscriptions & services are what companies want. It's a very Cloud Computing or Utilities-like conversation at certain levels of many companies. SaaS, PaaS, IaaS, CaaS, KaaS, Managed Services (your PaaS, IaaS, CaaS, KaaS or "X"aaS). We (Red Hat) have even developed (or are developing) Automation as a Service, AppDev as a Service, Digital Transformation as a Service, (Data) Integration as a Service managed services or service offerings. And obviously for Red Hat, it is all on a foundation of RHEL. But to focus on the OS is short sighted. No one believes an OS by itself is the solution anymore. So you can call them add-ons to RHEL, but things like OpenShift, Ansible, OpenStack, Satellite, etc. also have their add-ons in our catalog.
So, I don't believe we're intentionally trying to hide revenue deltas in one product or another. I think that as computing has changed, customers are no longer asking if an OS can run these 1, 2, 3, dozen apps or network services on a single machine. Instead, they're asking for platforms or services that run their 10K or 100K apps/services in elastic, scalable and manageable ways. And we have platforms for those customers. And those platforms and service generally try to optimize for density and utilization. So that frees up resources for new apps and services.