Casa Systems, Inc. (CASA) CEO Jerry Guo on Q2 2022 Results - Earnings Call Transcript
Summary
In addition, it includes a major license deal for up to $140 million of total contract value for Casa’s cloud native 5G core software for public or consumer mobile edge computing deployment. We also announced in June, Malaysian service provider, YTO Communications, has deployed Casa’s industry-leading cloud-native Axyom 5G core to power its 5G network accelerating its digital transformation, across Malaysia. Now, turning to our more mature cable product line, as noted in May, we are continuing our deployment of our cloud native CCAP core, together with our remote PHY nodes with multiple Tier 1 operators. Can you remind us what components for what products are seeing the most impact from supply chain headwinds and whether you’ve observed any material changes in the dynamics that kind of lead you to anticipate the improvement that you mentioned in the second half? We remain confident that we are on the right track to accomplish our multiyear transformation into a leading provider of cloud native software and physical infrastructure technology solutions for mobile, cable and fixed networks.