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CLBTBULLISHSubstantive discussion · 3/5

Government software budgets are often grant-driven

The discussion framed government software procurement (e.g., for Cellebrite) as often funded by specific, multi-year grants, which insulates vendors from pure price competition.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
CLBT: Government software budgets are often grant-driven · Zortix