Infinera (INFN)

Infinera Optical Holding, Inc. • Infinera Global Holdings LP • Tellabs Holdings B.V. • Tellabs Enterprises B.V. • International Telecom Holdings • Infinera Optical Networks, Inc. • Infinera AB ...

IRS number

770560433

INFN stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

S-8 POS

Registration of securities for employees (post-effective amendment)

28 Feb 25

Transcripts

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INFN

Earnings call transcript

2024 Q1

14 May 24

INFN

Earnings call transcript

2023 Q4

6 Mar 24

INFN

Earnings call transcript

2023 Q3

8 Nov 23

INFN

Earnings call transcript

2023 Q2

9 Aug 23

INFN

Earnings call transcript

2023 Q2

9 Aug 23

INFN

Earnings call transcript

2023 Q1

3 May 23

INFN

Earnings call transcript

2022 Q4

23 Feb 23

INFN

Earnings call transcript

2022 Q3

3 Nov 22

INFN

Earnings call transcript

2022 Q2

29 Jul 22

INFN

Earnings call transcript

2022 Q1

4 May 22

Latest ownership filings

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Roop Kalyan Lakkaraju

Financial summary

Financial statements Chart INFN financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	146.23 mm	146.23 mm	146.23 mm	146.23 mm	146.23 mm	146.23 mm
Cash burn (monthly)	(no burn)	2.30 mm	5.85 mm	11.14 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	4.91 mm	12.48 mm	23.74 mm	n/a	n/a
Cash remaining	n/a	141.32 mm	133.75 mm	122.49 mm	n/a	n/a
Runway (months of cash)	n/a	61.4	22.9	11.0	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Infinera earnings reports.

Institutional ownership, Q4 2024

INFN institutional ownership history Ownership history

99.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	184	178	+3.4%
Opened positions	30	177	-83.1%
Closed positions	24	0	NEW
Increased positions	52	0	NEW
Reduced positions	44	0	NEW

13F shares	Current	Prev Q	Change
Total value	1.32 tn	1.34 tn	-1.4%
Total shares	236.40 mm	232.87 mm	+1.5%
Total puts	6.80 mm	14.92 mm	-54.4%
Total calls	188.90 k	9.18 mm	-97.9%
Total put/call ratio	36.0	1.6	+2116.1%

Largest owners	Shares	Value	Change
Vanguard	25.21 mm	$165.63 bn	+0.1%
Oaktree Capital Management	25.18 mm	$165.40 bn	0.0%
Oaktree Optical	25.18 mm	$175.98 mm	0.0%
BlackRock	17.87 mm	$117.44 bn	+3.3%
Tudor Investment Corp Et Al	15.92 mm	$108.40 bn	0.0%
Glazer Capital	10.15 mm	$71.93 mm	NEW
Brown Advisory	9.23 mm	$60.62 bn	-33.5%
Magnetar Financial	8.56 mm	$56.24 bn	NEW
Balyasny Asset Management	8.50 mm	$57.94 bn	+0.9%
CNH Partners	5.82 mm	$38.26 bn	0.0%

Largest transactions	Shares	Bought/sold	Change
Glazer Capital	10.15 mm	+10.15 mm	NEW
Magnetar Financial	8.56 mm	+8.56 mm	NEW
Shapiro Capital Management	0.00	-7.97 mm	EXIT
LMR Partners	415.00 k	-5.80 mm	-93.3%
Brown Advisory	9.23 mm	-4.64 mm	-33.5%
UBS UBS	3.96 mm	+3.63 mm	+1105.2%
BAC Bank of America	248.19 k	-3.51 mm	-93.4%
PSquared Asset Management	5.61 mm	+3.19 mm	+131.6%
Aristotle Capital Boston	0.00	-2.63 mm	EXIT
Wolverine Asset Management	1.97 mm	+1.97 mm	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

INFN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
16 Feb 25	Roop Kalyan Lakkaraju	Common Stock	Option exercise	Acquire M	No	No	6,478	94,154
16 Feb 25	Roop Kalyan Lakkaraju	RSU Common Stock	Option exercise	Dispose M	No	No	6,478	0
13 Jan 25	Nancy Erba	RSU Common Stock	Grant	Acquire A	No	No	95,000	95,000
13 Jan 25	MacPherson Regan J	RSU Common Stock	Grant	Acquire A	No	No	50,000	50,000
13 Jan 25	Walden Nicholas	RSU Common Stock	Grant	Acquire A	No	No	125,000	125,000
13 Jan 25	David W Heard	RSU Common Stock	Grant	Acquire A	No	No	650,000	650,000