What is the current market share of Huawei in Europe 
t you're seeing as you're looking through the rest of this year, maybe a little further out? And if you feel like you need some significant, additional efforts there in that portfolio and maybe even the possibility of some M&A focus there?
Scott McFeely -- Senior Vice President, Global Products and Services
Let me try, and then Gary can add some color. So first of all, what we believe is the winning hand in that part of the network is a combination of what we've called Adaptive IP, sort of the next generation. I think of it as an IP, not necessarily burdened by the applications or protocols of the router that was built for the Internet 15-plus years ago, combined with the convergence of best-in-class optics, an intelligent photonic layer. And the software automation tools that go along with that convergence in order to be able to operationalize that in the network.
We think that is the architecture of the future, and it's a long game. And we've been investing on that for a period of time now, and you're starting to see the products come to fruition from those investments, both in our routing the software -- or sorry, our Routing and Switching portfolio, but also in our software assets. Blue Planet, yes, but also in our domain controllers MCP.
Gary B. Smith -- President and Chief Executive Officer
So John, just to reemphasize that, this is not sort of, obviously, as Scott said, sort of an epiphany to us. So I think we've been talking around this kind of convergence, actually probably for decades in the industry. I really do think that opportunity is presenting itself as the metro edge, particularly evolves. And we've been investing heavily. I think, basically, we've doubled the amount of technical talent that we've had on this area in the last couple of years, and also invested heavily on the go-to-market side. We think we're very well placed. We have an architecture that we think delivers a much more simplified and operationally better economic solution. We think it's very compelling. We think we have all the elements for that to be successful. Obviously, wouldn't rule out additional scale and technology in that space, of course. But right now, we think we have a good path with the architecture and the investments that we've made.
John Marchetti -- Stifel -- Analyst
Thanks very much.
Gary B. Smith -- President and Chief Executive Officer
Thanks, John
Operator
Next question comes from Tal Liani with Bank of America.
Tal Liani -- Bank of America -- Analyst
Hi, guys. I have two questions. First of all, probably I'm going to ask you for the next 25 years is if you can give us an update on Huawei share replacement share gain? And the second one, both of you cautioned us enough about second half guidance that I want to ask about the specifics of your guidance. Meaning, what are the projects with what type of customers -- maybe not customer names, but types of customers and types of projects that need to materialize in order for you to hit your second half guidance? What is assumed -- categorically, what is assumed in the guidance?
Gary B. Smith -- President and Chief Executive Officer
Okay. Let me take the first part of that, and then I'll hand off to Jim. So the question you're going to ask me for the next 25 years. Same kind of answer, I think. I think I described the major opportunity with Huawei is really in Europe, and that's again, to your point, about 25 years, it's probably not that long. But we're in the infrastructure business, this takes time, both time for decisions, time to operationalize, and to get all the back office done. And that is a multiyear program. Whilst this has had a lot of focus for all the reasons that we know in the last sort of 18 months to two years, we saw signs of this before. Basically, just -- and I would describe it more around reducing dependency. Such a large market share in Europe in all facets of infrastructure. And I think the carriers began to realize that, frankly, about three years ago.
When you look at some of the wins we've had with Deutsche Telekom, with Vodafone, etc., those wins
t you're seeing as you're looking through the rest of this year, maybe a little further out? And if you feel like you need some significant, additional efforts there in that portfolio and maybe even the possibility of some M&A focus there?
Scott McFeely -- Senior Vice President, Global Products and Services
Let me try, and then Gary can add some color. So first of all, what we believe is the winning hand in that part of the network is a combination of what we've called Adaptive IP, sort of the next generation. I think of it as an IP, not necessarily burdened by the applications or protocols of the router that was built for the Internet 15-plus years ago, combined with the convergence of best-in-class optics, an intelligent photonic layer. And the software automation tools that go along with that convergence in order to be able to operationalize that in the network.
We think that is the architecture of the future, and it's a long game. And we've been investing on that for a period of time now, and you're starting to see the products come to fruition from those investments, both in our routing the software -- or sorry, our Routing and Switching portfolio, but also in our software assets. Blue Planet, yes, but also in our domain controllers MCP.
Gary B. Smith -- President and Chief Executive Officer
So John, just to reemphasize that, this is not sort of, obviously, as Scott said, sort of an epiphany to us. So I think we've been talking around this kind of convergence, actually probably for decades in the industry. I really do think that opportunity is presenting itself as the metro edge, particularly evolves. And we've been investing heavily. I think, basically, we've doubled the amount of technical talent that we've had on this area in the last couple of years, and also invested heavily on the go-to-market side. We think we're very well placed. We have an architecture that we think delivers a much more simplified and operationally better economic solution. We think it's very compelling. We think we have all the elements for that to be successful. Obviously, wouldn't rule out additional scale and technology in that space, of course. But right now, we think we have a good path with the architecture and the investments that we've made.
John Marchetti -- Stifel -- Analyst
Thanks very much.
Gary B. Smith -- President and Chief Executive Officer
Thanks, John
Operator
 Next question comes from Tal Liani with Bank of America.
Tal Liani -- Bank of America -- Analyst
Hi, guys. I have two questions. First of all, probably I'm going to ask you for the next 25 years is if you can give us an update on Huawei share replacement share gain? And the second one, both of you cautioned us enough about second half guidance that I want to ask about the specifics of your guidance. Meaning, what are the projects with what type of customers -- maybe not customer names, but types of customers and types of projects that need to materialize in order for you to hit your second half guidance? What is assumed -- categorically, what is assumed in the guidance?
Gary B. Smith -- President and Chief Executive Officer
Okay. Let me take the first part of that, and then I'll hand off to Jim. So the question you're going to ask me for the next 25 years. Same kind of answer, I think. I think I described the major opportunity with Huawei is really in Europe, and that's again, to your point, about 25 years, it's probably not that long. But we're in the infrastructure business, this takes time, both time for decisions, time to operationalize, and to get all the back office done. And that is a multiyear program. Whilst this has had a lot of focus for all the reasons that we know in the last sort of 18 months to two years, we saw signs of this before. Basically, just -- and I would describe it more around reducing dependency. Such a large market share in Europe in all facets of infrastructure. And I think the carriers began to realize that, frankly, about three years ago.
When you look at some of the wins we've had with Deutsche Telekom, with Vodafone, etc., those wins