(Operator Instructions) Your first question comes from Ambrish Srivastava from Bank of Montreal.
Accounts receivable, I know in the past, they've gone up. But this, I'm looking at two quarters in a row on a year-over-year basis now, does it have to do with the new rev rec?
No, not really, because we haven't implemented the standard yet, we will in FY '19. What's happening with accounts receivable again, it's similar to what I have said before when they're high, it's the shipment patterns during the quarter. And again, in this quarter, again, we had some back-end loaded shipments. So it is actually, to be perfectly candid, I'd like to drive the days down and get that gross number down and bring the cash back into the company, so we'll be working on it. But there's no collectibility concerns again, and it's a timing thing. We just need to keep working at it.
Okay. In the past, you have reversed it. Then my follow-up is for Victor. On ACAP, that seems to be pretty revolutionary, at least the way I'm looking at it. But in terms of revenue opportunity, how much does it -- what new TAM does it open up versus cannibalization of existing offerings because we're always worried about that for FPGA companies is how much of the existing business are you cannibalizing? So if you could please explain kind of how to think about the opportunity, that'll be great.
Yes, I actually think that there'll be significant SAM expansion. As I shared when I unveiled ACAP as well as the overall strategy is that one of the goals that we have as a company is to start enabling software developers to use our very powerful platform, and the ACAP will definitely get a huge boost of that. We're not waiting for that, I mean, we're doing that even today in our 16-nanometer, in fact, even some of our early products. I mean, one way to think about it, if you think about our Zynq, first generation Zynq and then the MPSoC, which is the second generation, that's already getting both SAM expansion as well as some refresh of existing sockets but it's definitely already gotten SAM expansion. ACAP is kind of a quantum leap beyond the Zynq platforms, but you could look at it and say, those are the closest anti-themes in terms of generation goes, okay? So I expect significant SAM expansion. And in terms of revenue, we're taping out this year and most of the revenue will be out a year beyond that. And as you know, a lot of our markets take some time to ramp but then product life is quite long so.
Your next question comes from Toshiya Hari with Goldman Sachs.
You guys talked about embedding the risk related to ZTE in your guide. To the extent you're comfortable talking numbers here, how big is that impact? And I think there was a report about the DoJ investigating Huawei as well. So