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'''Infinera Corporation''' is a manufacturer of long-haul [[Wavelength division multiplexing|WDM]] [[Optical Transmission System|optical transmission equipment]] for the [[Telecommunications Service Provider|service provider]] market.
'''Infinera Corporation''' is a manufacturer of long-haul [[Wavelength division multiplexing|WDM]] [[Optical Transmission System|optical transmission equipment]] for the [[Telecommunications Service Provider|service provider]] market.


Infinera equipment uses photonic integration circuits(PIC), i.e. hybrid microelectronics and photonics combined as the basis for its networks. PIC is analagous in changing the manageability of optical networking: it has three major benefits: (1) PIC is smaller taking up less room in equipment cabinets than the traditional approach of having separate optical and electronic circuitry (a significant issue in retrofitting terrestrial and submarine networks), (2) it provides for lower energy consumption, and (3) the integration permits the provision of real time virtualization of optical bandwidth.
Infinera equipment uses photonic integration circuits (PIC), i.e. hybrid microelectronics and photonics combined as the basis for its networks. PIC changes the manageability of optical networking: it has three major benefits: (1) PIC is smaller taking up less room in equipment cabinets than the traditional approach of having separate optical and electronic circuitry (a significant issue in retrofitting terrestrial and submarine networks), (2) it provides for lower energy consumption, and (3) the integration permits the provision of real time virtualization of optical bandwidth.


Real time virtualization of bandwidth represents a relatively new capability in optical transport networks. Previously, engineers would have to physically reconfigure equipment to provide for reallocation of bandwidth to different customers channels or services.
Real time virtualization of bandwidth represents a relatively new capability in optical transport networks. Previously, engineers would have to physically reconfigure equipment to provide for reallocation of bandwidth to different customers channels or services. Provisioning is exceptionally fast with PIC and virtualization. On August 14, 2013, DANTE <ref>http://www.geant.net/MediaCentreEvents/news/Pages/Infinera_and_DANTE_Set_Guinness_World_Record.aspx</ref>(Delivery of Advanced Networks to Europe, a research and educational network) and Infinera claimed that they had set a Guinness Book of World Records by provisioning 8 Terabit/second of long haul capacity on the GÉANT network in 19 minutes and 1 second using its DTN-X packet optical transport platform from Vancis Amsterdam in the Netherlands to GlobalConnect Hamburg, Germany.<ref>http://www.infinera.com/j7/servlet/NewsItem?newsItemID=371</ref>


Infinera is a vertically integrated company. It has its own fab in Allentown and designs and manufactures the chip to the system in-house.
Infinera is a vertically integrated company. It has its own fab in Allentown and designs and manufactures the chip to the system in-house.


==Customers==
The company claims to be number 1 in market share for backbone DWDM in North America.
Infinera reported in its March 2013 SEC 10K <ref>http://phx.corporate-ir.net/phoenix.zhtml?c=209747&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTg3NzU4MTEmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d#toc439052_26</ref> that it had deployed its systems to 111 customers worldwide (as of December 29,2012). Customers included Tier 1 domestic carriers, Tier 1 international carriers, MSO/cable operators, Internet content providers, incumbent carriers, research/education/government, and wholesale bandwidth providers. Clients include:

* Axians<ref>http://www.axians.com/</ref>
* Cable & Wireless<ref>http://www.cw.com/</ref>
* Century Link<ref>http://www.centurylink.com/</ref>
* Colt<ref>http://www.colt.net/</ref>
* Covage<ref>http://www.covage.com/</ref>
* Cox<ref>http://ww2.cox.com/</ref>
* Cyta<ref>http://www.cyta.com.cy/</ref>
* DANTE<ref>http://www.dante.net/</ref>
* Deltacom<ref>http://www.deltacom.com/</ref>
* Deutsche Telekom<ref>http://www.telekom.com/home/</ref>
* Development Authority North Country<ref>http://www.danc.org/</ref>
* Duke University<ref>http://www.duke.edu/</ref>
* Equinix<ref>http://www.equinix.com/en_US/</ref>
* ESnet<ref>http://www.es.net/</ref>
* Eunetworks<ref>http://www.eunetworks.de/</ref>
* Eurofiber<ref>http://www.eurofiber.nl/en/</ref>
* FPL FiberNet<ref>http://www.fplfibernet.com/index.shtml</ref>
* FreeNet Group<ref>http://www.freenet-group.de/en/index.html</ref>
* Frontier<ref>http://www.frontier.com/</ref>
* Grant County Public Utility District<ref>http://www.gcpud.org/</ref>
* i2Basque<ref>http://www-en.i2basque.es/index.php/Main_Page</ref>
* Infracom<ref>http://www.infracom.it/</ref>
* Integra<ref>http://www.integratelecom.com/</ref>
* Internet 2<ref>http://www.internet2.edu/</ref>
* Interoute<ref>http://www.interoute.com/</ref>
* Kodiak Kenai<ref>http://www.kkfl.info/</ref>
* KVH<ref>http://www.kvh.co.jp/</ref>
* Level (3)<ref>http://www.level3.com/</ref>
* LightBound<ref>http://www.iquest.net/</ref>
* Maryland Broadband Cooperative<ref>http://www.mdbc.us/</ref>
* MBC<ref>http://www.mbc-va.com/</ref>
* MedNautilus<ref>http://www.mednautilus.com/</ref>
* Midcontinent<ref>http://www.midcocomm.com/</ref>
* NEC<ref>http://www.nec.com/</ref>
* NGN<ref>http://northgeorgianetwork.com/</ref>
* Nissho Electronics<ref>http://www.nissho-ele.co.jp/e-HP/e-index.html</ref>
* NTT Communications<ref>http://www.ntt.com/index-e.html</ref>
* OTE<ref>http://oteshop.ote.gr/portal/page/portal/OTESHOP/MainPageOTESHOP</ref>
* OVH.COM<ref>http://www.ovh.co.uk/</ref>
* Pacific Gigapop<ref>http://www.pnw-gigapop.net/</ref>
* Pacnet<ref>http://www.pacnet.com/</ref>
* PipeNetworks<ref>http://www.pipenetworks.com/</ref>
* Retegal<ref>http://www.retegal.es/gl/inicio</ref>
* Retn.net<ref>http://www.retn.net/en/</ref>
* Savvis<ref>http://www.savvis.com/en-us/pages/home.aspx</ref>
* SDN Communications<ref>http://www.sdncommunications.com/</ref>
* Sidera<ref>http://www.sidera.net/</ref>
* Smartcom<ref>http://www.smartcom.bg/</ref>
* Southern Light<ref>http://southernlightfiber.com/</ref>
* TalkTalk Business<ref>http://www.talktalkbusiness.co.uk/</ref>
* Telefonica<ref>http://www.telefonica.com/en/home/jsp/home.jsp</ref>
* Telekenex<ref>http://www.telekenex.com/</ref>
* TeliaSonera<ref>http://www.teliasoneraic.com/</ref>
* Telstra<ref>http://telstra.com.au/</ref>
* Tiscali:<ref>http://www.tiscali.it/</ref>
* XO Communications<ref>http://www.xo.com/</ref>

==Products==
The March 2013 10-K filing with the SEC describes the company's products as follows:

"<b>Infinera DTN Platform</B>

The Infinera DTN platform utilizes our PIC technology to enable digital processing and management of data with the capability to generate WDM wavelengths and to add, drop, switch, manage, protect and restore network traffic digitally using integrated OTN switching. The DTN platform can automate the connection of circuits and provisioning of new services without costly and cumbersome manual intervention.

Our DTN platform is modular in design to provide Service Providers with the ability to add capacity in a cost-efficient manner. The initial deployment of our DTN platform at a customer site involves the installation of a line system (including common equipment, such as a chassis, amplifiers, management controllers and related equipment). Service Providers can increase the capacity of the DTN platform by purchasing our Digital Line Modules, Tributary Adapter Modules and Tributary Optical Modules. We believe that the density and the modular architecture of the DTN platform enable significant flexibility and scalability for Service Providers. Our current DTN platform delivers 10 Gbps and 40 Gbps wavelengths enabling fiber capacity from 1.6 Tbps to 6.4 Tbps.

Our DTN platform is carrier-class, which means that it complies with applicable Telcordia and equivalent major international standards for central office-based network elements. Our DTN platform supports a broad range of optical service interfaces including Ethernet (1 Gigabit Ethernet (“GbE”), 10 GbE, 40 GbE and 100GbE) and separate synchronous optical network/synchronous digital hierarchy.

<b>Infinera DTN Platform for Submarine Network Applications</B>
For submarine transport applications, the DTN platform can be used as a Submarine Line Terminating Equipment (“SLTE”) node, doubling the total optical capacity of many traditional submarine systems to a maximum of up to 6.4 Tbps and distances of up to 8,000 km. The DTN platform also provides dispersion compensation that is significantly simpler and cheaper than the per-channel dispersion management of many existing SLTE systems. Our DTN platform leverages its digital operations and software automation to allow Infinera’s SLTE solution to significantly reduce engineering complexity for submarine cable upgrades and to enable lower cost, faster deployment of additional capacity on existing systems.

<b>Infinera Line System</b>
Infinera’s Digital Optical Network platforms are built upon and connected to one another using an optical “line system.” The Infinera Line System (“ILS”) provides optical amplification and enables the management communication channels between network nodes. ILS currently supports up to 6.4 Tbps of optical capacity on a single fiber using the DTN platform and up to 8 Tbps of capacity using the DTN-X platform. ILS is fully integrated into Infinera’s management and control software and can be managed seamlessly across platforms. Infinera’s bandwidth management capabilities allow our customers to manage and utilize the available capacity as a single pool of bandwidth to satisfy customer requirements, including services at speeds from 1 Gbps up to 100 Gbps.

<b>Infinera DTN-X Platform</b>
Commercial shipments of the Infinera DTN-X platform began in the second quarter of 2012 and we recognized significant revenue from the platform in the second half of the year. The DTN-X platform is based on our third generation 500 Gbps PICs that integrate more than 600 discrete optical functions delivering the world’s first 500 Gbps FlexCoherent super-channels, based on 100 Gbps per channel. The DTN-X platform delivers a step function improvement in network economics to help Service Providers more efficiently manage the explosive growth of traffic brought on by video, mobile and cloud-based services. The DTN-X platform is a next-generation multi-terabit packet optical transport platform that is fundamentally three products in one:
- a dense WDM (“DWDM”) transmission system based on the world’s first 500 Gbps super-channels, unleashing cost-effective DWDM transmission capacity;
- an integrated OTN switching system that will scale from 5 Tbps in its first release and up to 100 Tbps in the future and will enable operators to efficiently manage larger data transmission with grooming of traffic down to 1 Gbps granularity; and

- a system that is designed to be upgradeable to Multi-Protocol Label Switching (“MPLS”) switching in the future which will help further enable convergence of the network for improved efficiency, reducing the number interconnections between network layers.

We believe that the convergence of network layers can only be achieved when the best in class performance of each individual layer is realized in a single platform. In most competitive solutions, a Service Provider must make a choice between maximizing either the system’s transmission capacity or its OTN switching capability. The DTN-X platform, unlike other competitive offerings, was designed to converge switching with DWDM transport without compromising overall system functionality. The purpose-built design centers around three unique technology building blocks – PICs paired with a FlexCoherent Processor, custom switching application-specific integrated circuits (“ASICs”) and intelligent Generalized MPLS (“GMPLS”) software. We believe that it is the only platform available in the market that will allow all components, including the optical functions based on our PIC technology, to scale in a manner consistent with Moore’s Law-like semiconductor manufacturing economics and, therefore, deliver simultaneously best-of-breed switching, integrated with best-of-breed DWDM.

<b>Infinera ATN Platform</b>
The Infinera ATN platform is a state-of-the-art coarse WDM and DWDM aggregation and transport solution designed with 400 Gbps of total capacity. The ATN platform can be used to extend the Digital Optical Network architecture benefits of the DTN and DTN-X platforms, and can also be used as a standalone WDM access system.
Implementing numerous features in support of simplicity of use and operation, the ATN platform is a cost-effective, efficient multiservice aggregation and transport platform. The ATN platform supports direct wavelength connectivity to DTN and DTN-X nodes, reducing equipment costs and providing unique network management capabilities across our integrated Digital Optical Networks.

<b>Infinera IQ Network Operating System</b>
The Infinera IQ Network Operating System is our embedded software operating system, which enables our Service Providers to simplify and speed up the tasks they perform to deliver, differentiate, and manage services and to optimize the utilization of their networks. The IQ Network Operating System for the DTN and DTN-X platforms utilize GMPLS for end-to-end provisioning, protection and restoration services, and a host of performance monitoring and software-definable testing capabilities. The ATN platform supports end-to-end provisioning through software features similar to the DTN and DTN-X platforms.

<b>Infinera Management Suite</b>
The Infinera Management Suite is a broad set of standards-based network and element management tools and operations support system integration interfaces that are used by Service Providers to manage their DTN, DTN-X and ATN platforms. Our management suite software includes our Digital Network Administrator, a scalable, robust, feature-rich element management system, and our Graphical Node Manager, an easy-to-use web-based management interface. Our hardware products, the DTN, DTN-X and ATN platforms, are managed in an integrated fashion by the Infinera Management Suite." <ref>http://phx.corporate-ir.net/phoenix.zhtml?c=209747&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTg3NzU4MTEmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d</ref>

==Competition==
Infinera's major direct competitors are Alcatel-Lucent, Ciena Corp., Cisco, Ericsson, Huawei Technologies and ZTE.

Major players in the more broadly defined optical market according to technology consulting firms (e.g. ACG<ref>http://www.acgresearch.net/domain-expert/jeff-ogle.aspx</Ref>) that track the space include Adtran, ADVA, BTI, Coriant, Cyan, ECI Telecom, Fujitsu, MRV, NEC, Tejas, Tellabs, and Transmode. Analysts covering the firm include:

* Kevin Denean at Citi Investment Research
* Simona Jankowski at Goldman Sachs
* George Notter at Jeffries & Co.
* Rod Hall at JP Morgan
* Michael Genovese at MKM Partners
* Alex Henderson at Needham & Co.
* Sanjiv Wadwani at Stifel Nicolaus
* Subu Subrahmanyan at The Juda Group
* Dmitry Netis at William Blair
* Jeff Ogle at ACG <ref>http://www.acgresearch.net/domain-expert/jeff-ogle.aspx</Ref>
<ref>http://phx.corporate-ir.net/phoenix.zhtml?c=209747&p=irol-analysts</ref>


==History==
==History==
Line 37: Line 150:
*Scott Chandler – Senior Vice President, Strategic Sales
*Scott Chandler – Senior Vice President, Strategic Sales
*Lonny Orona – Senior Vice President, Worldwide Customer Service and Technical Support
*Lonny Orona – Senior Vice President, Worldwide Customer Service and Technical Support
*Dick Corsus – Senior Vice President, Systems Engineering
*Dick Corsus – Senior Vice President, Systems Engineering <ref>http://www.infinera.com/company/mgmt.html</ref>


== Technology ==
== Technology ==
Infinera is a pioneer in design and manufacture of large scale photonic integrated circuits or PIC. A Google patent search reveals that over 500 patents have been filed by Infinera in optical transport.
Infinera is a pioneer in design and manufacture of large scale photonic integrated circuits or PIC. A Google patent search <ref>http://www.google.com/?tbm=pts#q=Infinera&tbm=pts</ref> reveals that over 500 patents have been filed by Infinera in optical transport. <ref>http://stks.freshpatents.com/INFN-sym.php</ref>. Eleven of its patents pertain to virtualization of optical bandwidth.<ref>https://www.google.com/?tbm=pts#q=Infinera+virtualization&start=0&tbm=pts</ref>

Infinera's technology appears to be exceptionally reliable. In March 2011, the company announced "500,000 hours of failure free operation worldwide". The company claims that its PIC technology has never failed in a customer network.<ref>http://beta.fool.com/p366/2012/08/06/time-infinera/8764/</ref>


== See also ==
== See also ==
Line 52: Line 167:
== External links ==
== External links ==
* [http://www.infinera.com/ www.infinera.com]
* [http://www.infinera.com/ www.infinera.com]



[[Category:Telecommunications equipment vendors]]
[[Category:Telecommunications equipment vendors]]
[[Category:Networking companies of the United States]]
[[Category:Networking hardware companies]]
[[Category:Companies based in Sunnyvale, California]]
[[Category:Companies based in Sunnyvale, California]]
[[Category:Companies established in 2000]]
[[Category:Companies listed on NASDAQ]]

Revision as of 21:15, 25 January 2014

Infinera Corporation
Company typePublic (NasdaqINFN)
IndustryTelecommunications
Founded2000 as Zepton Networks
Headquarters,
Key people
Tom Fallon (CEO); David F. Welch (CSO).
ProductsHardware, software to telecommunications service providers and enterprises
Websitewww.infinera.com

Infinera Corporation is a manufacturer of long-haul WDM optical transmission equipment for the service provider market.

Infinera equipment uses photonic integration circuits (PIC), i.e. hybrid microelectronics and photonics combined as the basis for its networks. PIC changes the manageability of optical networking: it has three major benefits: (1) PIC is smaller taking up less room in equipment cabinets than the traditional approach of having separate optical and electronic circuitry (a significant issue in retrofitting terrestrial and submarine networks), (2) it provides for lower energy consumption, and (3) the integration permits the provision of real time virtualization of optical bandwidth.

Real time virtualization of bandwidth represents a relatively new capability in optical transport networks. Previously, engineers would have to physically reconfigure equipment to provide for reallocation of bandwidth to different customers channels or services. Provisioning is exceptionally fast with PIC and virtualization. On August 14, 2013, DANTE [1](Delivery of Advanced Networks to Europe, a research and educational network) and Infinera claimed that they had set a Guinness Book of World Records by provisioning 8 Terabit/second of long haul capacity on the GÉANT network in 19 minutes and 1 second using its DTN-X packet optical transport platform from Vancis Amsterdam in the Netherlands to GlobalConnect Hamburg, Germany.[2]

Infinera is a vertically integrated company. It has its own fab in Allentown and designs and manufactures the chip to the system in-house.

Customers

Infinera reported in its March 2013 SEC 10K [3] that it had deployed its systems to 111 customers worldwide (as of December 29,2012). Customers included Tier 1 domestic carriers, Tier 1 international carriers, MSO/cable operators, Internet content providers, incumbent carriers, research/education/government, and wholesale bandwidth providers. Clients include:

Products

The March 2013 10-K filing with the SEC describes the company's products as follows:

"Infinera DTN Platform

The Infinera DTN platform utilizes our PIC technology to enable digital processing and management of data with the capability to generate WDM wavelengths and to add, drop, switch, manage, protect and restore network traffic digitally using integrated OTN switching. The DTN platform can automate the connection of circuits and provisioning of new services without costly and cumbersome manual intervention.

Our DTN platform is modular in design to provide Service Providers with the ability to add capacity in a cost-efficient manner. The initial deployment of our DTN platform at a customer site involves the installation of a line system (including common equipment, such as a chassis, amplifiers, management controllers and related equipment). Service Providers can increase the capacity of the DTN platform by purchasing our Digital Line Modules, Tributary Adapter Modules and Tributary Optical Modules. We believe that the density and the modular architecture of the DTN platform enable significant flexibility and scalability for Service Providers. Our current DTN platform delivers 10 Gbps and 40 Gbps wavelengths enabling fiber capacity from 1.6 Tbps to 6.4 Tbps.

Our DTN platform is carrier-class, which means that it complies with applicable Telcordia and equivalent major international standards for central office-based network elements. Our DTN platform supports a broad range of optical service interfaces including Ethernet (1 Gigabit Ethernet (“GbE”), 10 GbE, 40 GbE and 100GbE) and separate synchronous optical network/synchronous digital hierarchy.

Infinera DTN Platform for Submarine Network Applications For submarine transport applications, the DTN platform can be used as a Submarine Line Terminating Equipment (“SLTE”) node, doubling the total optical capacity of many traditional submarine systems to a maximum of up to 6.4 Tbps and distances of up to 8,000 km. The DTN platform also provides dispersion compensation that is significantly simpler and cheaper than the per-channel dispersion management of many existing SLTE systems. Our DTN platform leverages its digital operations and software automation to allow Infinera’s SLTE solution to significantly reduce engineering complexity for submarine cable upgrades and to enable lower cost, faster deployment of additional capacity on existing systems.

Infinera Line System Infinera’s Digital Optical Network platforms are built upon and connected to one another using an optical “line system.” The Infinera Line System (“ILS”) provides optical amplification and enables the management communication channels between network nodes. ILS currently supports up to 6.4 Tbps of optical capacity on a single fiber using the DTN platform and up to 8 Tbps of capacity using the DTN-X platform. ILS is fully integrated into Infinera’s management and control software and can be managed seamlessly across platforms. Infinera’s bandwidth management capabilities allow our customers to manage and utilize the available capacity as a single pool of bandwidth to satisfy customer requirements, including services at speeds from 1 Gbps up to 100 Gbps.

Infinera DTN-X Platform Commercial shipments of the Infinera DTN-X platform began in the second quarter of 2012 and we recognized significant revenue from the platform in the second half of the year. The DTN-X platform is based on our third generation 500 Gbps PICs that integrate more than 600 discrete optical functions delivering the world’s first 500 Gbps FlexCoherent super-channels, based on 100 Gbps per channel. The DTN-X platform delivers a step function improvement in network economics to help Service Providers more efficiently manage the explosive growth of traffic brought on by video, mobile and cloud-based services. The DTN-X platform is a next-generation multi-terabit packet optical transport platform that is fundamentally three products in one:

- a dense WDM (“DWDM”) transmission system based on the world’s first 500 Gbps super-channels, unleashing cost-effective DWDM transmission capacity;

- an integrated OTN switching system that will scale from 5 Tbps in its first release and up to 100 Tbps in the future and will enable operators to efficiently manage larger data transmission with grooming of traffic down to 1 Gbps granularity; and

- a system that is designed to be upgradeable to Multi-Protocol Label Switching (“MPLS”) switching in the future which will help further enable convergence of the network for improved efficiency, reducing the number interconnections between network layers.

We believe that the convergence of network layers can only be achieved when the best in class performance of each individual layer is realized in a single platform. In most competitive solutions, a Service Provider must make a choice between maximizing either the system’s transmission capacity or its OTN switching capability. The DTN-X platform, unlike other competitive offerings, was designed to converge switching with DWDM transport without compromising overall system functionality. The purpose-built design centers around three unique technology building blocks – PICs paired with a FlexCoherent Processor, custom switching application-specific integrated circuits (“ASICs”) and intelligent Generalized MPLS (“GMPLS”) software. We believe that it is the only platform available in the market that will allow all components, including the optical functions based on our PIC technology, to scale in a manner consistent with Moore’s Law-like semiconductor manufacturing economics and, therefore, deliver simultaneously best-of-breed switching, integrated with best-of-breed DWDM.

Infinera ATN Platform The Infinera ATN platform is a state-of-the-art coarse WDM and DWDM aggregation and transport solution designed with 400 Gbps of total capacity. The ATN platform can be used to extend the Digital Optical Network architecture benefits of the DTN and DTN-X platforms, and can also be used as a standalone WDM access system. Implementing numerous features in support of simplicity of use and operation, the ATN platform is a cost-effective, efficient multiservice aggregation and transport platform. The ATN platform supports direct wavelength connectivity to DTN and DTN-X nodes, reducing equipment costs and providing unique network management capabilities across our integrated Digital Optical Networks.

Infinera IQ Network Operating System The Infinera IQ Network Operating System is our embedded software operating system, which enables our Service Providers to simplify and speed up the tasks they perform to deliver, differentiate, and manage services and to optimize the utilization of their networks. The IQ Network Operating System for the DTN and DTN-X platforms utilize GMPLS for end-to-end provisioning, protection and restoration services, and a host of performance monitoring and software-definable testing capabilities. The ATN platform supports end-to-end provisioning through software features similar to the DTN and DTN-X platforms.

Infinera Management Suite The Infinera Management Suite is a broad set of standards-based network and element management tools and operations support system integration interfaces that are used by Service Providers to manage their DTN, DTN-X and ATN platforms. Our management suite software includes our Digital Network Administrator, a scalable, robust, feature-rich element management system, and our Graphical Node Manager, an easy-to-use web-based management interface. Our hardware products, the DTN, DTN-X and ATN platforms, are managed in an integrated fashion by the Infinera Management Suite." [60]

Competition

Infinera's major direct competitors are Alcatel-Lucent, Ciena Corp., Cisco, Ericsson, Huawei Technologies and ZTE.

Major players in the more broadly defined optical market according to technology consulting firms (e.g. ACG[61]) that track the space include Adtran, ADVA, BTI, Coriant, Cyan, ECI Telecom, Fujitsu, MRV, NEC, Tejas, Tellabs, and Transmode. Analysts covering the firm include:

  • Kevin Denean at Citi Investment Research
  • Simona Jankowski at Goldman Sachs
  • George Notter at Jeffries & Co.
  • Rod Hall at JP Morgan
  • Michael Genovese at MKM Partners
  • Alex Henderson at Needham & Co.
  • Sanjiv Wadwani at Stifel Nicolaus
  • Subu Subrahmanyan at The Juda Group
  • Dmitry Netis at William Blair
  • Jeff Ogle at ACG [62]

[63]

History

Infinera was founded in 2000 as Zepton Networks, and raised its first round of funding in April 2001.[64] The startup remained in stealth mode until its first products were launched in 2004, although a few early media articles did describe the company's component technology - a photonic integrated circuit in indium phosphide.[65]

Infinera went public in 2007, raising $182 million.[66]

Management

  • Tom Fallon – Chief Executive Officer
  • David Welch, Ph.D. – President
  • Ita Brennan – Chief Financial Officer
  • Alastair Short – Senior Vice President and General Counsel
  • Bob Jandro – Senior Vice President, Worldwide Sales
  • Minoo Mortazavi – Senior Vice President, Systems Manufacturing and Strategic Materials
  • Fred Kish, Ph.D. – Senior Vice President, Optical Integrated Circuit Group
  • Scott Chandler – Senior Vice President, Strategic Sales
  • Lonny Orona – Senior Vice President, Worldwide Customer Service and Technical Support
  • Dick Corsus – Senior Vice President, Systems Engineering [67]

Technology

Infinera is a pioneer in design and manufacture of large scale photonic integrated circuits or PIC. A Google patent search [68] reveals that over 500 patents have been filed by Infinera in optical transport. [69]. Eleven of its patents pertain to virtualization of optical bandwidth.[70]

Infinera's technology appears to be exceptionally reliable. In March 2011, the company announced "500,000 hours of failure free operation worldwide". The company claims that its PIC technology has never failed in a customer network.[71]

See also

References

  1. ^ http://www.geant.net/MediaCentreEvents/news/Pages/Infinera_and_DANTE_Set_Guinness_World_Record.aspx
  2. ^ http://www.infinera.com/j7/servlet/NewsItem?newsItemID=371
  3. ^ http://phx.corporate-ir.net/phoenix.zhtml?c=209747&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTg3NzU4MTEmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d#toc439052_26
  4. ^ http://www.axians.com/
  5. ^ http://www.cw.com/
  6. ^ http://www.centurylink.com/
  7. ^ http://www.colt.net/
  8. ^ http://www.covage.com/
  9. ^ http://ww2.cox.com/
  10. ^ http://www.cyta.com.cy/
  11. ^ http://www.dante.net/
  12. ^ http://www.deltacom.com/
  13. ^ http://www.telekom.com/home/
  14. ^ http://www.danc.org/
  15. ^ http://www.duke.edu/
  16. ^ http://www.equinix.com/en_US/
  17. ^ http://www.es.net/
  18. ^ http://www.eunetworks.de/
  19. ^ http://www.eurofiber.nl/en/
  20. ^ http://www.fplfibernet.com/index.shtml
  21. ^ http://www.freenet-group.de/en/index.html
  22. ^ http://www.frontier.com/
  23. ^ http://www.gcpud.org/
  24. ^ http://www-en.i2basque.es/index.php/Main_Page
  25. ^ http://www.infracom.it/
  26. ^ http://www.integratelecom.com/
  27. ^ http://www.internet2.edu/
  28. ^ http://www.interoute.com/
  29. ^ http://www.kkfl.info/
  30. ^ http://www.kvh.co.jp/
  31. ^ http://www.level3.com/
  32. ^ http://www.iquest.net/
  33. ^ http://www.mdbc.us/
  34. ^ http://www.mbc-va.com/
  35. ^ http://www.mednautilus.com/
  36. ^ http://www.midcocomm.com/
  37. ^ http://www.nec.com/
  38. ^ http://northgeorgianetwork.com/
  39. ^ http://www.nissho-ele.co.jp/e-HP/e-index.html
  40. ^ http://www.ntt.com/index-e.html
  41. ^ http://oteshop.ote.gr/portal/page/portal/OTESHOP/MainPageOTESHOP
  42. ^ http://www.ovh.co.uk/
  43. ^ http://www.pnw-gigapop.net/
  44. ^ http://www.pacnet.com/
  45. ^ http://www.pipenetworks.com/
  46. ^ http://www.retegal.es/gl/inicio
  47. ^ http://www.retn.net/en/
  48. ^ http://www.savvis.com/en-us/pages/home.aspx
  49. ^ http://www.sdncommunications.com/
  50. ^ http://www.sidera.net/
  51. ^ http://www.smartcom.bg/
  52. ^ http://southernlightfiber.com/
  53. ^ http://www.talktalkbusiness.co.uk/
  54. ^ http://www.telefonica.com/en/home/jsp/home.jsp
  55. ^ http://www.telekenex.com/
  56. ^ http://www.teliasoneraic.com/
  57. ^ http://telstra.com.au/
  58. ^ http://www.tiscali.it/
  59. ^ http://www.xo.com/
  60. ^ http://phx.corporate-ir.net/phoenix.zhtml?c=209747&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTg3NzU4MTEmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d
  61. ^ http://www.acgresearch.net/domain-expert/jeff-ogle.aspx
  62. ^ http://www.acgresearch.net/domain-expert/jeff-ogle.aspx
  63. ^ http://phx.corporate-ir.net/phoenix.zhtml?c=209747&p=irol-analysts
  64. ^ Zepton Has an $86M War Chest in Light Reading.
  65. ^ The Light Brigade appeared in Red Herring in 2002.
  66. ^ Infinera Corp. IPO raises $182 million Reuters
  67. ^ http://www.infinera.com/company/mgmt.html
  68. ^ http://www.google.com/?tbm=pts#q=Infinera&tbm=pts
  69. ^ http://stks.freshpatents.com/INFN-sym.php
  70. ^ https://www.google.com/?tbm=pts#q=Infinera+virtualization&start=0&tbm=pts
  71. ^ http://beta.fool.com/p366/2012/08/06/time-infinera/8764/

External links