Real Networks CEO talked about SAFR on its Q3 2019 investor call recently. Net/net - they are bullish on it and have a few anecdotes but not clear how much they are actually selling and are lowering expectations, emphasizing long sales cycles:
We believe that SAFR remains our largest long-term growth opportunity... Our primary focus today with SAFR is four specific security related verticals. Airports, Public Safety, Retail and Casinos. We are primarily reaching these markets through partners and integrators.
The notable downside is that it typically increased the length of time...
our early customers are also quite global, and include one of the 10 largest banks in Brazil, SK Telecom in South Korea, NRT which is a leading US-based FinTech gaming service company and law enforcement agency in the City of Calcutta, India. Another high-profile successful employment of SAFR also came in India when SAFR was deployed to help secure Indian Prime Minister Modi's Independence Day speech at Red Fort in New Delhi on August 15, 2019.
I did not see any revenue guidance or clear indicators of how significant revenue from SAFR is. They could certainly argue that it is early so it will be interesting to see if they start registering big wins early next year.