Casa Systems Inc at JPMorgan Technology, Media and Communications Conference (Virtual) Transcript

May 12, 2020 / 08:50PM GMT
Samik Chatterjee - JP Morgan Chase & Co, Research Division - Analyst

Thank you. Good afternoon. I'm Samik Chatterjee at JPMorgan. I cover some of the IT hardware and networking equipment companies. The next session we are hosting is with Casa Systems. We have the privilege of hosting CEO Jerry Guo. We also have Scott Bruckner, who's the interim CFO as well as Senior Vice President of Strategy and Corporate Development with us. Thank you both for joining the conference. Thanks for making the conference happen.

Questions and Answers:

Samik Chatterjee - JP Morgan Chase & Co, Research Division - Analyst

I would kind of like to start with kind of on the same lines I've started with most of the sessions this -- today, which is can you just outline for us what are you seeing with this -- kind of in terms of impact from COVID-19? How are you seeing kind of your customers respond to the disruption that they're seeing in their networks or in their activities, and how much of a tailwind is it in terms of network spending that you're benefiting from?

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