This suggests that, at least from track record so far, for products in their portfolio one should not expect much more extensive development or innovation, they're just counting on the long-tail of revenue trickling in?
as a former customer of idera (and a customer of their competitors), even their core products don't really get much ongoing development attention. they _were_ quite good for what they were, when they were current. after a while, though, they do just become subscription streams.
This is not true. They make strategic investments to keep their products relevant. They are not making the next Google/Amazon/Apple, just running a business effectively.