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Technology Stocks : Infinera
INFN 6.195+3.9%Sep 29 3:59 PM EDT

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To: FUBHO who wrote (4244)8/6/2020 2:31:57 PM
From: FUBHO  Read Replies (1) of 4267
 
These results have clearly evidenced the superior performance of ICE6. Our expectation is that network operators can achieve network live savings of up to 65% over currently deployed technologies and up 25% over competing 800-gig generation offerings with this technology. Having made significant progress on this front, we are already seeing our ICE6 performance influencing network operator buying decisions today.

We believe the combination of our leading optical performance, the very narrow field of 800-gig alternatives and the evolution to open and disaggregated architectures and carrier networks, positions us well to penetrate new market opportunities and gain market share with our GX platform. This opportunity is being accelerated by the growing security and supply chain concerns many of our international customers and prospects now openly expressed about the Chinese vendor, Huawei.

Lastly, we are also continuing to invest in XR optics, longer-term and game-changing pluggable optical technology that we believe will redefine how aggregation network architectures will be built. While early in the development cycle, we believe this innovative technology represents a meaningful opportunity for Infinera by enabling massive operational and economic benefits to our customers.

As we advance the technology and deepen our engagements, customers increasingly recognize how XR optics can reshape their future 5G and fiber deep network architecture to yield significant capital and operating cost improvements.

Collectively, ICE6, GX and XR optics positions our company to intercept the most significant market trends in the optical networking space.
Differentiated by the performance advantage created by our unique capabilities in vertical integration, we intend to lead the industry through the market transition to the next-generation of high-speed optics, compact modular platforms and networked pluggables. And we aim to deliver unprecedented customer value, while creating a path to step function improvement in the gross margins of our business.
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