Infinera 2Q16

Infinera held it’s Q2 Earnings Call on Wednesday, July 27th, and it was surprising to say the least. The company conveyed expectations for an exceptional slowdown in demand for Q3. Cignal AI has analyzed Infinera’s 2Q16 results and we present both company comments and our own opinions on what caused this major shift in expected demand and the forces behind it.

1Q16 Optical Hardware Results

Full results and updated forecasts for 1Q 2016 have been published in Excel format. Subscribers can download the full excel file here.