Earlier quoted context omitted.
They get CAF. When CAF runs out, pricing shoots up.
What's CAF? Googling wasn't very helpful :)
"We have $500M available this year that we can spend to lock in $1B in revenue. If you give us $1B in revenue, we would spend $500M on helping you to achieve your objectives. If you give us $100M in revenue, we give spend $50M in helping you to achieve your objectives"
So say I need to spend $10M on some project and I am looking at $20M of spend on hosting. You are offering me 10M CAF. I spend $20M on hosting, and 0 on some other project - instead you spend your 10M CAF on helping me with my project, which of course looks really good on my books.