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Infinera

    We have discontinued coverage of Infinera.


    Infinera

    Company Overview

    Infinera provides optical transport networking equipment, software and services to telecommunications service providers, Internet content providers (ICPs), cable providers, wholesale and enterprise carriers, research and education institutions, enterprise customers and government entities across the globe. The company’s portfolio consists of the Infinera DTN-X Family, the Infinera DTN platform, the Infinera Cloud Xpress Family, the Infinera XTM Series, the Infinera XTG Series and the Infinera FlexILS platform, addressing longhaul, subsea and metro networks end-to-end. Its technology includes Infinera Intelligent Transport Network Architecture, Infinera Photonic Integrated Circuits, Infinera FlexCoherent Processor, Super-Channels, Sliceable Photonics, Disaggregation, Integrated Digital Switching, Infinera Instant Bandwidth, Infinera Packet-Optical Transport, Multi-layer Switching and Optimization, and Management, Control and Security.


Analyst

John Roy, PhD
Managing Director

Recent Sector Insights

TECHNOLOGY
Infinera (NASDAQ: INFN)
Preliminary 2FQ21 Results: Light Revenue Driven by Supply Chain Issues that Might Continue into 2H21
· Update Note · 03 Aug 2021

Supply chain issues were again front and center during the call. Infinera said it experienced a $30-35 million revenue hit in the first six months of 2021 due to supply chain issues. Revenue came in at $339 million vs. consensus of $345 million. Lead time for some components has gone from 15 week...

TECHNOLOGY
Infinera (NASDAQ: INFN)
Preliminary 1FQ21 Results: Revenues In Line with Company and Consensus Expectations
· Update Note · 05 May 2021

Supply chain issues were the likely cause of the 2% drop in Infinera’s stock the day after the company reported revenue in line with company and consensus expectations and a smaller than expected loss per share.

TECHNOLOGY
Infinera (NASDAQ: INFN)
Preliminary F4Q20 Results: Slight Miss on Top-Line But $0.11 Bottom Line Beat, Guide Flat
· Update Note · 23 Feb 2021

CEO David Heard described the quarter as “strong” with “solid execution across the board.” Heard said the company is well on its way to achieving its target business model, which we should hear more about at its upcoming analyst day in March.

TECHNOLOGY
Infinera (NASDAQ: INFN)
With ICE6’s technology winning, 800G dominance is a possibility
· Initiation Of Coverage Report · 19 Oct 2020

 Infinera is positioning itself to take advantage of bandwidth demand growth driven by COVID-related remote access, 5G wireless rollouts, and overall global growth. The high-end optical market (600G+) is expected to grow 25% a year through 2024 to over $2bn annually (according to Ovum).

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