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 Investor Day Transcript

Mar 08, 2023 / 12:00AM GMT

Release Date Price: MXN130.5

Transcript

Amitabh Passi

Infinera Corporation - Head of IR

Good afternoon, everybody, and welcome to Infinera's 2023 Investor Day. It's great to see many familiar faces in the audience and many friends, and it's really hard to believe that it's been almost 2 years since our last Investor Day.

And oh, my goodness, what a 2 years it's been, particularly from a macro perspective, but despite all the macro gyrations and volatility, we think we've made tremendous progress at Infinera. We've grown revenue above market for 3 consecutive years; expanded profitability; improved the balance sheet; and ramped ICE6 to 28% of product sales in 2022, making it the fastest-ramping product in the company's history.

And you'll hear a lot more this afternoon from all our speakers about the journey we've been on and where we're moving, but before we jump in, our favorite slide: I do need for you to pay attention to the safe harbor. I did think about reading every sentence, but I won't. But just to know that we will be making some forward-looking statements. They're not guarantees of future performance. Actual

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