Calix(CALX) - 2024 Q2 - Earnings Call Transcript

Well, actually George, you summarized them very clearly. If you want us to stack rank them I would say that it depends on the company and therefore inside each company, they're going to be different. So let's let's cover up what you so succinctly and accurately covered which is what we've been saying for multiple quarters since we started to see this in late 2023. So the one was that the decision-making on BEAD. And where as we've always stated that government funding is going to take much longer than antic ...