Growth OpportunitiesDY sounded optimistic it can return to double-digit growth, particularly as opportunities ramp from rural fiber, wireless construction from the Black & Veatch deal, and intercity fiber tied to data centers.
Market ExpansionThe BEAD program is gaining steam with 36 territories now receiving NTIA approval to accept applications, which will be a $30B+ addressable market for DY over the next +5 years.
Revenue GrowthDY feels confident it can achieve $250-275MM of revenues from the Black & Veatch acquisition, tied to AT&T's Open RAN modernization project.