On a direct revenue basis, even assuming the worst case for Hikvision, the revenue impact is trivial. Let's say ~$10 million worth of new Hikvision cameras are used with Genetec each year (I suspect that's high but let's use a round number), that is nothing for Hikvision as a company, it is less than 0.25% of Hikvision's 2016 revenue. It's effectively a rounding error.
And, of course, some or many Hikvision users will keep Hikvision and drop Genetec, making the actual direct impact even less.
Also, this ignore any loss of Hik goodwill or domino effect, if others follow suit.
The 'goodwill' is the dominant factor here. Our integrator surveys (more to be released in January) clearly show two major issues for Hikvision - cybersecurity and the Chinese government. Genetec's move reinforces and publicizes both.
There is indirect revenue loss - other buyers or integrators who do not use Genetec but who heard more about it via Genetec's move who choose not to use Hikvision.
There is indirect employee / operational problems. Imagine you work for the Hikvision Enterprise Solution Sales Team (ESST), Belbina's group. Having to deal with questions about why Genetec did this and how Hikvision is related to the China government and having to defend their cybersecurity is draining both time wise and emotionally. Given their low enterprise base and huge hiring in the last year, surely revenue is up but it is going to be far less than if they did not have to deal with this plus profits will be much harder since the efficiency of the group will be hindered dealing with these issues.