Infinera Corporation (NASDAQ:INFN) Q3 2022 Earnings Conference Call November 2, 2022 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

Catherine Trebnick - MKM Partners

Dave Kang - B. Riley

Alex Henderson - Needham

Mike Genovese - Rosenblatt Securities

Simon Leopold - Raymond James

Meta Marshall - Morgan Stanley

Fahad Najam - Loop Capital

Jim Suva - Citigroup

George Notter - Jefferies

Angela Jin - JPMorgan

Alex Henderson - Needham

Operator

Ladies and gentlemen, thank you for standing by, and welcome to Infinera Corp. Third Quarter 2022 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speaker’s remarks, there will be a question-and-answer session. [Operator Instructions] Thank you.

Amitabh Passi, Head of Investor Relations, you may begin your conference.

Amitabh Passi

Thank you, operator, and good afternoon, everyone. Welcome to Infinera's Third Quarter 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 business plans, model and strategy, including product road map and products, sales, growth, market opportunities and trends, manufacturing operations, technology, the shift to open architectures, market adoption of coherent optical engines, competition, customers, expectations regarding industry-wide supply challenges, the macroeconomic environment and ongoing COVID-19 pandemic impacts and statements regarding our future financial performance, including our financial outlook for the fourth quarter of 2022.

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 it’s quarterly report on Form 10-Q for the quarter ended June 25, 2022, as filed with the SEC on July 28, 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.