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Jun 29, 2024

Infinera Q2 2024 Earnings Report

Infinera's second quarter results for 2024 were released, showing revenue, gross margin, and operating margin above the midpoint of the outlook range.

Key Takeaways

Infinera reported GAAP revenue of $342.7 million, a GAAP gross margin of 39.6%, and a GAAP operating margin of (8.7)%. The GAAP net loss was $(48.3) million, or $(0.21) per diluted share. The company ended the quarter with cash, cash equivalents, and restricted cash at $115.7 million.

GAAP revenue was $342.7 million, compared to $376.2 million in Q2 2023.

GAAP gross margin was 39.6%, compared to 38.0% in Q2 2023.

GAAP operating margin was (8.7)%, compared to (3.8)% in Q2 2023.

GAAP net loss was $(48.3) million, or $(0.21) per diluted share, compared to $(20.3) million, or $(0.09) per diluted share, in Q2 2023.

Total Revenue
$343M
Previous year: $376M
-8.9%
EPS
-$0.06
Previous year: -$0.08
-25.0%
Non-GAAP Gross Margin
40.3%
Non-GAAP Operating Margin
-1.3%
Inventory Turns
2
Gross Profit
$136M
Previous year: $143M
-5.0%
Cash and Equivalents
$115M
Previous year: $163M
-29.7%
Free Cash Flow
-$74.5M
Previous year: -$9.35M
+696.9%
Total Assets
$1.52B
Previous year: $1.59B
-4.2%

Infinera

Infinera

Infinera Revenue by Segment

Infinera Revenue by Geographic Location

Forward Guidance

In light of the proposed transaction with Nokia, and as is customary during the pendency of an acquisition, Infinera will not be providing financial guidance during the pendency of the acquisition.

Revenue & Expenses

Visualization of income flow from segment revenue to net income