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- Q4 2023 Infinera Corp Earnings Call TranscriptMar 06, 2024$5.51 (+6.99%)Earnings
- Q3 2023 Infinera Corp Earnings Call TranscriptNov 08, 2023$3.29 (+6.47%)Earnings
- Q2 2023 Infinera Corp Earnings Call TranscriptAug 09, 2023$3.69 (-1.07%)Earnings
- Infinera Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 24, 2023
- Q1 2023 Infinera Corp Earnings Call TranscriptMay 03, 2023$5.72 (-2.56%)Earnings
- Infinera Corp Investor Day TranscriptMar 08, 2023
- Q4 2022 Infinera Corp Earnings Call TranscriptFeb 23, 2023$7.21 (+4.64%)Earnings
- Q3 2022 Infinera Corp Earnings Call TranscriptNov 02, 2022$5.23 (-8.41%)Earnings
- Infinera Corp at Citi Global Technology Conference TranscriptSep 07, 2022
- Q2 2022 Infinera Corp Earnings Call TranscriptJul 28, 2022$6.31 (+0.80%)Earnings
- Q1 2022 Infinera Corp Earnings Call TranscriptMay 03, 2022$7.89 (-0.63%)Earnings
- Q4 2021 Infinera Corp Earnings Call TranscriptFeb 16, 2022$8.49 (+0.24%)Earnings
- Q3 2021 Infinera Corp Earnings Call TranscriptNov 03, 2021$8.3 (+3.36%)Earnings
- Q2 2021 Infinera Corp Earnings Call TranscriptAug 03, 2021$9.86Earnings
- Infinera Corp Annual Shareholders Meeting TranscriptMay 21, 2021
- Infinera Corp Investor Day (Virtual) TranscriptMay 19, 2021
- Q1 2021 Infinera Corp Earnings Call TranscriptMay 04, 2021$8.79 (-5.18%)Earnings
- Q4 2020 Infinera Corp Earnings Call TranscriptFeb 23, 2021$10.02 (-1.67%)Earnings
- Q3 2020 Infinera Corp Earnings Call TranscriptNov 05, 2020$7.15 (+9.49%)Earnings
- Q2 2020 Infinera Corp Earnings Call TranscriptAug 05, 2020$7.8 (-3.82%)Earnings
- Infinera Corp Annual Shareholders Meeting TranscriptMay 21, 2020
- Q1 2020 Infinera Corp Earnings Call TranscriptMay 12, 2020$5.8 (+3.02%)Earnings
- Q4 2019 Infinera Corp Earnings Call TranscriptFeb 25, 2020$7.88 (-2.60%)Earnings
- Q3 2019 Infinera Corp Earnings Call TranscriptNov 12, 2019$5.39 (+2.28%)Earnings
- Infinera Corp at Citi Global Technology Conference TranscriptSep 06, 2019
- Q2 2019 Infinera Corp Earnings Call TranscriptAug 07, 2019$3.97 (+5.31%)Earnings
- Infinera Corp Investor Webcast on Portfolio Strategy TranscriptJul 17, 2019
- Q1 2019 Infinera Corp Earnings Call TranscriptMay 08, 2019$4.42 (+4.00%)Earnings
- Infinera Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptFeb 28, 2019
- Q4 2018 Infinera Corp Earnings Call TranscriptFeb 21, 2019$4.85 (-1.02%)Earnings
Infinera Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
Started with Infinera, we have Brad Feller, CFO, with us. I'm Meta Marshall, I lead up the optical coverage here at Morgan Stanley. I'm going to read some quick disclosures, and then we will jump into questions.
So please note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley public website at morganstanley.com/researchdisclosures or at the registration desk.
Questions & Answers
All right. So maybe let's just jump in and start with the Coriant acquisition. We'll kind of work through that first. And just what your rationale was at the time, how it's kind of evolved or the opportunities that you see there.
Sure. If you look at the big pieces on why we went and did the deal, access to a much broader customer base, including a very broad portfolio of Tier 1s and
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