Calix Inc at Jefferies Software Conference (Virtual) Transcript
Hi, everyone. This is George Notter from Jefferies. Thank you very much for participating in our software conference. Today we are pleased to have the Calix folks with us. We have Carl Russo, the CEO; Cory Sindelar, the CFO and then Tom Dinges on the IR side. I guess in the interest of time we're just going to go right to a fireside chat format and maybe I'll kick it off here.
So Carl and Cory, obviously this is a software conference. I think every systems company will tell you that 90% intellectual property in the business is software of course. But I think Calix is unique in that you guys have really transitioned your company pretty aggressively toward software. I guess maybe for the folks that aren't as familiar with Calix, Carl, maybe you could give the three-minute overview and then talk about how the Company has been pivoting to software.
Yes. The difference in what you just said -- so let's just go back for a quick moment. All
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