Apr. 21 at 10:43 PM
$CLFD From Calix CC
Yeah, Scott, I'm either more bullish or more negative on BEAD at the moment. I would say my temperature is about the same. It's progressing as we would expect. We've got
$10S of millions forecast in the second half of 2026 related to BEAD. We're starting to see states actually start receiving their money. Things are kind of working its way out. We are not hearing that fiber shortages is causing a significant impact to the BEAD demand as we're hearing it.
Yeah, Tim, on the BEAD piece, all we've said is that we would start to see revenue that I'm either more bullish or less bullish. I am even keeled through last quarter to this quarter. Things are progressing along as you would expect it to. We think that then translates into
$10S of millions in the back half of this year, and obviously the ramp will start next year.
And as far as this question, it was a wishy washy answer
"Hey, Mike. Just fiber availability, what are customers saying?"
