Probably not negative, but component maintenance is a huge longtail revenue stream for avionics. Pretty much every electronic and mechanical component has to be pulled periodically and tested, which costs, and replaced or refurbished. My first proper job, that's how they made the majority of their revenue. They lost money on the development effort, maybe broke even after initial sales, and profited off the fact that aircraft are kept around for decades and every 5 years their part had to be pulled and sent back to them for testing and replacement.
The more Airbus or Boeing own inside the aircraft, the more they can play into this model. 787 is a great example of Boeing hurting themselves through their outsourcing, but greatly assisting their suppliers.
The more Airbus or Boeing own inside the aircraft, the more they can play into this model. 787 is a great example of Boeing hurting themselves through their outsourcing, but greatly assisting their suppliers.