Future of Infinera | Quantumrun

Future of Infinera

Infinera Corporation is a manufacturer of Wavelength division multiplexing (WDM) optical transmission equipment for telecommunications service providers. Founded in 2000 and headquartered in Sunnyvale, Calif., Infinera is a vertically integrated company that’s a pioneer in the design and manufacture of large scale photonic integrated circuits (PICs). The company also sells data communications equipment to network operators and offers end-to-end packet-optical portfolios. Its systems can send huge quantities of data on optical fiber cables.

Home Country: 
United States
Industry: 
Telecommunications
Industry vulnerability to disruption: 

<p>Belonging to the telecommunications sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:</p>

<p>*First off, as Africa, Asia, and South America continue to develop over the next two decades, their populations will increasingly demand greater first world living amenities, this includes modern telecommunications infrastructure. Luckily, since many of these regions have been chronically underdeveloped, they have the opportunity to leapfrog into a mobile-first telecommunications network instead of a landline-first system. In either case, such infrastructure investment will keep telecom sector building contracts going strong into the foreseeable future.<br />
*Similarly, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for telecom companies over the next two decades.<br />
*Meanwhile, in the developed world, increasingly data-hungry populations will begin demanding ever greater broadband internet speeds, spurring investment into 5G internet networks. The introduction of 5G (by the mid-2020s) will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. And as these technologies experience greater adoption, they will likewise spur further investment into building out nationwide 5G networks.<br />
*By the late 2020s, as the cost of rocket launches becomes more economical (in part thanks to new entrants like SpaceX and Blue Origin), the space industry will expand dramatically. This will bring down the cost of launching telecom (internet beaming) satellites into orbit, thereby increasing the competition terrestrial telecom companies face. Similarly, broadband services delivered by drone (Facebook) and balloon (Google) based systems will add an additional level of competition, especially in underdeveloped regions.</p>

Total patents held: 
381
Ranking List: 
571
Ranking List: 
2017 Quantumrun Global 1000
376
Ranking List: 
2017 Quantumrun US 500
64
Ranking List: 
2017 Quantumrun Silicon Valley 100
Market Revenue Country: 
Market country 
United States
Revenue from country 
0.62
Prod/Serv name revenue: 
Prod/Serv name: 
Product
Prod/Serv revenue: 
751167000
Prod/Serv name: 
Services
Prod/Serv revenue: 
118968000
Founded: 
2000
Company Name: 
Infinera
Revenue: 
870135000
3y average revenue: 
808309333
Operating expenses: 
419492000
3y average expenses: 
341398333
Company profile data note: 
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.
Global employee count: 
2240
Domestic employee count: 
1206
Number of domestic locations: 
4
Funds in reserve: 
162641000
Investment into R&D: 
232291000
create term: 
#571 | 2017 Quantumrun Global 1000
#376 | 2017 Quantumrun US 500
#64 | 2017 Quantumrun Silicon Valley 100

Infinera Corporation is a manufacturer of Wavelength division multiplexing (WDM) optical transmission equipment for telecommunications service providers. Founded in 2000 and headquartered in Sunnyvale, Calif., Infinera is a vertically integrated company that’s a pioneer in the design and manufacture of large scale photonic integrated circuits (PICs). The company also sells data communications equipment to network operators and offers end-to-end packet-optical portfolios. Its systems can send huge quantities of data on optical fiber cables.

Home country:
United States
Sector:
Telecommunications
Industry:
Telecommunications
Website:
Founded:
2000
Global employee count:
2,240
Domestic employee count:
1,206

Financial Health

Revenue
$870,135,000 USD
3y average revenue
$808,309,333 USD
Operating expenses
$419,492,000 USD
3y average expenses
$341,398,333 USD
Funds in reserve
$162,641,000 USD
#1 Market country
United States
% of revenue from country #1
0.62%

Asset Performance

#1 Product/Service/Dept. name
Product
#1 Product/Service revenue
$751,167,000 USD
#2 Product/Service/Dept. name
Services
#2 Product/Service revenue
$118,968,000 USD

Innovation assets and Pipeline

Investment into R&D
$232,291,000 USD
Total patents held
381
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.

Disruption Vulnerability

Belonging to the telecommunications sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:

*First off, as Africa, Asia, and South America continue to develop over the next two decades, their populations will increasingly demand greater first world living amenities, this includes modern telecommunications infrastructure. Luckily, since many of these regions have been chronically underdeveloped, they have the opportunity to leapfrog into a mobile-first telecommunications network instead of a landline-first system. In either case, such infrastructure investment will keep telecom sector building contracts going strong into the foreseeable future.

*Similarly, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for telecom companies over the next two decades.

*Meanwhile, in the developed world, increasingly data-hungry populations will begin demanding ever greater broadband internet speeds, spurring investment into 5G internet networks. The introduction of 5G (by the mid-2020s) will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. And as these technologies experience greater adoption, they will likewise spur further investment into building out nationwide 5G networks.

*By the late 2020s, as the cost of rocket launches becomes more economical (in part thanks to new entrants like SpaceX and Blue Origin), the space industry will expand dramatically. This will bring down the cost of launching telecom (internet beaming) satellites into orbit, thereby increasing the competition terrestrial telecom companies face. Similarly, broadband services delivered by drone (Facebook) and balloon (Google) based systems will add an additional level of competition, especially in underdeveloped regions.