The Wall Street Journal published an article on Google Fiber today titled "Google Fiber Is Fast, But Is It Fair". In the article the author states that, to date, Google has conducted pre-registrations in 364 neighborhoods ("fiberhoods") in Kansas City. Only 16 neighborhoods out of the 364 have not hit the minimum commitment threshold for fiber deployment. That means, conversely, nearly 96% of the neighborhoods have shown the requisite level of commitment to prompt Google to build out fiber in those locations.
Since Clearfield's primary revenue stream from Google Fiber is based on the number of neighborhoods that actually register and whose homes subsequently get passed with fiber, this is a very bullish sign. If you extrapolate a 96% fiberhood adoption rate across the 34 cities Google is examining for their fiber deployment, it results in appx. 4 million homes being passed with fiber.
That's a huge amount of revenue for CLFD even with a very conservative $ per home passed figure thrown into the calculation.
For me, two other items from the article -- one basic, the other a highlight. The "noise" about whether Google is "fair" to all potential users indicates that the trend is Clearfield's friend. If there were no impetus at hand, then this article has no weight. 1G fiber is coming. The article highlight is that Century Link is also doing 1G build-outs. I do not know whether CL is a customer of CLFD but this may account for the 18% growth in non-Google, greenfield. All the best.
Centurylink is currently a customer but it looks like CLFD management is focused on capturing a much larger piece of their business. That's the reason why they are spending the time and $ on Telcordia certification. Once certified, CLFD products can address central office applications at Centurylink and other large SP's in addition to other areas of the network. My sense is the value proposition is significantly greater for the customer when certain products, like the cassette, can be used universally throughout the network.