Infinera Message Board - Msg: 33943432

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Technology Stocks : Infinera

INFN 6.640

0.0%

Feb 28 4:00 PM EST

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From: FJB	7/31/2022 6:58:02 AM
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Our booking strength and record backlog demonstrate the market traction of our open optical portfolio. Specifically, within the systems business, we added new ICE6 customers, secured new design wins in Q2, resulting in very solid bookings for the quarter. We believe ICE6 lead times are industry leading, given our high degree of vertical integration, which we are leveraging to win new deals and drive future share gains. We are certifying ICE6 with several leading US and global tier one service providers for deployment in their networks, which will drive future growth and margin accretion. Through the first half of the year, ICE6 is ramped to the high teens as a percentage of product revenue and we are on track to grow ICE6 to 20% to 25% of product revenue in 2022.

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