2024-03-06 20:26:05 ET
Infinera Corporation (INFN)
Q4 2023 Earnings Conference Call
March 06, 2024, 05:00 PM ET
Company Participants
Amitabh Passi - Head, IR
David Heard - CEO
Nancy Erba - CFO
Ron Johnson - General Manager
Conference Call Participants
Mike Genovese - Rosenblatt Securities
Alex Henderson - Needham & Company
George Notter - Jefferies
Simon Leopold - Raymond James
Kron Geoff - Morgan Stanley
Dave Kang - B. Riley
Samik Chatterjee - JPMorgan
Ruben Roy - Stifel
Christian Schwab - Craig-Hallum Capital
Alex Henderson - Needham and Company
Presentation
Operator
Good afternoon. My name is Krista and I'll be your conference operator today. At this time, I would like to welcome everyone to the Infinera Corporation Fourth Quarter Earnings Conference Call. [Operator Instructions]
I would now like to turn the conference over to Amitabh Passi, Head of Investor Relations. You may begin your conference.
Amitabh Passi
Thank you, Krista. Good afternoon, everyone. Welcome to Infinera's fourth quarter of fiscal 2023 conference call. A copy of the press release issued by Infinera today is available on the Investor Relations section of the website. This call is being recorded and will be available for replay from our website.
Today's call will include projections and estimates that constitute forward-looking statements, including, but not limited to statements related to the matters referenced in the press release and current report on Form 8-K that the company issued today and our financial outlook for the first quarter of 2024.
These statements are subject to risks and uncertainties that could cause Infinera's results to differ materially from management's current expectations. Actual results may differ materially as a result of various risk factors, including those set forth in an annual report on Form 10-K for the year ended on December 31, 2022, as filed with the SEC on February 27, 2023, and amended on February 29, 2024, and in our quarterly report on Form 10-Q for the quarter ended September 30th, 2023, as filed with the SEC on February 29th, 2024, as well as subsequent reports filed with or furnished to the SEC from time-to-time.
Please be reminded that all statements are made as of today and Infinera undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances that may arise after the date of this call. Today's conference call includes references to non-GAAP financial measures, except for revenue, balance sheet items, and cash flow from operations, which are each discussed on a GAAP basis. Pursuant to Reg-G, we've provided a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures in our earnings release and investor slides. Sorry, there are no investor slides this quarter, each of which is available on the investor relations section of our website.
And finally, as a reminder, we'll allow for plenty of time for Q&A today but we ask that you limit yourself to one question and one follow-up, please....
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Infinera Corporation (INFN) Q4 2023 Earnings Call Transcript