Massive, massive L for Israel. No one in their right mind is going to use Israeli tech or products going forward. They just devastated their own economy.
These weren't Israeli products. If I were Mossad, I'd compromise anything except an Israeli or Jewish-owned product.
That's beside the point, though. Imagine you are in some non-aligned/involved country with no real stake in MENA politics, idk Thailand or Peru. Corporate/national security is your job. Absent some specific need that can't be supplied by anyone else, would you want to do business with them?
Depends on which side you are on.
I mean regardless of which side you're on, you still wouldn't want to end up with a product that has a bomb in it by accident, even if it wasn't targeted against you.