Casa Systems Inc at Credit Suisse Technology, Media & Telecom Conference Transcript

Dec 03, 2019 / 08:10PM GMT
Ahmed Sami Badri - Crédit Suisse AG - Research Division - Senior Analyst

All right. Thank you for joining us. I'm Sami Badri, Senior Analyst at Crédit Suisse. I cover the communications infrastructure, communications equipment sectors.

Today, we have the executives from Casa Systems: Jerry Guo, President and CEO; and Maurizio Nicolelli, CFO of the company.

Questions and Answers:

Ahmed Sami Badri - Crédit Suisse AG - Research Division - Senior Analyst

So maybe just to open it up. I was hoping you could start off with some 3Q 2019 highlights from the earnings quarter, just so we can get a better idea, and just a little bit more of an overview of the state of the company and current performance metrics. And we can go from there.

Jerry Guo - Casa Systems, Inc. - Founder, Chairman, President, CEO & Secretary

Yes. So in the third quarter, we continue to see the reduced spending from the cable space, so the Q3 came in below our expectations, and thus
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