Infinera Corp (MEX:INFN)

MXN 131.9 0 (0%) Market Cap: 31.65 Bil Enterprise Value: 44.18 Bil PE Ratio: 0 PB Ratio: 11.64 GF Score: 29/100

Infinera Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript

Feb 28, 2019 / 12:25AM GMT

Transcript 10-K8-K

Meta A. Marshall

Morgan Stanley, Research Division - VP

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

Meta A. Marshall

Morgan Stanley, Research Division - VP

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.

Brad D. Feller

Infinera Corporation - CFO

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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