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Infinera Numbers

6:15 PM -- NEW YORK -- Ethernet Expo -- Some passing tidbits from the Infinera Corp. (Nasdaq: INFN) earnings call this afternoon.

  • No word about a potential metro system that's rumored to be launching soon, unless I missed it during the Q&A section. (See Metro Move for Infinera?)

  • Invoiced shipments were $80.9 million for the quarter, up from $77.6 a year ago. Infinera says invoiced shipments are a better measure of its business than revenues are, because sales are spread out over time. (See Infinera Reports Q3 and Infinera Smooths Out the Lumps.)

  • Infinera is still forecasting 10 percent invoiced shipment growth for all of 2008. That implies fourth-quarter invoiced shipments will be around $73.1 million, compared with the consensus forecast of $79.95 million reported by Reuters Research .

  • The company is still on track to report earnings in GAAP form -- versus this "invoiced shipments" stuff -- in the first quarter of 2009. (See Infinera Minds the GAAP.)

  • The weirdness with the Deutsche Telekom AG (NYSE: DT) sale ends this quarter. Starting in the fourth quarter, which is earlier than expected, Infinera won't have to spread its DT sales across a four-year timeframe. (See Infinera Wins DT, Loses the Day.)

  • Infinera stock was trading flat, at $7.99, after hours.

    — Craig Matsumoto, West Coast Editor, Light Reading

  • Pete Baldwin 12/5/2012 | 3:29:07 PM
    re: Infinera Numbers OK, I admit it: I joined the conference call a few minutes late. Which means I missed this bit:

    Infinera, during Q3, added one of the top 5 U.S. cable MSOs as a customer. Infinera now has all five of the top 5 MSOs as customers.

    You do the math.
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