Infinera Corporation (NASDAQ:INFN) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ET
Company Participants
Amitabh Passi - Head of Investor Relations
David Heard - Chief Executive Officer
Nancy Erba - Chief Financial Officer
Conference Call Participants
Alex Henderson - Needham
Andrew King - Rosenblatt Securities
George Notter - Jefferies LLC
Simon Leopold - Raymond James
Joe Cardoso - JPMorgan
Fahad Najam - Loop Capital
Meta Marshall - Morgan Stanley
Dave Kang - B. Riley
Jim Suva - Citi
Operator
Good day, everyone, and welcome to the Infinera Corporation Q4 2022 Earnings Conference Call. After today's prepared remarks, we will take your questions. [Operator Instructions]
I would like to hand things over to Mr. Amitabh Passi, Head of Investor Relations. Please go ahead, sir.
Amitabh Passi
Thank you, Lisa. Thank you, and good afternoon, everyone. Welcome to Infinera's Fourth Quarter of fiscal 2022 conference call. A copy of today's earnings and investor slides are available on the Investor Relations section of the website. Additionally, 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 our expectations regarding our business model and strategy, market opportunities and trends, competition, customers; capacity growth; the shifting open architecture; market adoption of coherent optical engines; our ability to ramp ICE6 and increase vertical integration; the potential for Infinera as new subsystems products to drive market expansion; increase Infinera's profitability; and improve Infinera competitiveness in the future.
Expectations also regarding industry wide supply chain challenges and the macroeconomic environment, projected year-over-year drivers of demand, revenue, gross margin, operating expenses and operating margin, future investments in our direct sales force, our ability to sell higher margin products to existing customers of line systems and Infinera's financial outlook for the first quarter and full-year of 2023.
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 our Annual Report on Form 10-K for the year ended on December 25, 2021, as filed with the SEC on February 23, 2022, and its Quarterly Report on Form 10-Q for the quarter ended September 24, 2022, as filed with the SEC November 2, 2022, 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.