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  "documentTitle": "Dycom Industries, Inc. (DY)",
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      "kind": "callout",
      "text": "Warning: Why was Verizon no longer deemed relevant to the Jan 28, 2023 reporting",
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      "text": "Warning: We believe Frontier's $153.2m credit exposure should have been reported in the 10-K as it was quantitatively larger than other customers that were reported",
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      "text": "We believe Frontier's $153.2m credit exposure should have been reported in the 10-K as it was quantitatively larger than other customers that were reported",
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      "text": "customer credit concentration: $153.2m",
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      "text": "DY also clearly failed to disclose that Frontier was a key credit risk in its FY 2023 10-K. By Q1'24 it disclosed that it had $152.2 million outstanding to Frontier at FY 2023, which was large enough to have been reported with other customers in the 10-K. If the disclosure omission was simply an error or oversight, we believe Dycom should have disclosed it as such.",
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      "text": "Omission of Frontier Customer Credit Concentration Risk",
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