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Edge12 Jun 2026
Set in Stone: The Story of Richemont
From a South African tobacco company to Cartier, a deep dive into how Richemont built one of the world's leading hard luxury empires.
Clearfield
Clearfield (CLFD) investor relations material
Clearfield Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary26 May, 2026
Mission and market focus
Aims to enable better broadband lifestyles through fiber protection, management, and delivery solutions for rapid, cost-effective deployment in communications networks and data centers.
Focuses on serving Tier 2 and Tier 3 U.S. broadband service providers, municipalities, utilities, and alternative carriers.
Expanding into wireless and data center markets with modular, scalable, and craft-friendly products.
Product platform and innovation
Offers FieldSmart® passive/active architecture, Clearview® cassettes, FieldShield® & YOURX® fiber pathway systems, and CraftSmart® deployment solutions.
NOVA™ High Density Panel and Cassette simplify deployment, reduce downtime, and improve network reliability with tool-less installation.
Products are designed for reduced installation time, lower labor costs, and optimized price performance.
Market trends and growth drivers
2025 set a record for FTTH growth, with 11.8M homes passed and 8.4M unique homes newly passed in the year ending September 2025.
Estimated rural total addressable market (TAM) of $6B over ten years, with significant opportunity in underserved areas.
Wireless infrastructure investment is projected to reach $90B by 2030, with strong demand for fiber backhaul and small cell deployments.
North American data center capacity is expected to grow at a 16% CAGR, driven by AI investment and high-density fiber needs.
Impact of AI clusters on fiber requirements
Breakdown of the $6B ten-year rural TAM
Labor savings efficiency of NOVA Cassettes
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Clearfield
- Strong bookings, margin recovery, and innovation drive growth in fiber and data center markets.CLFD
21st Annual Needham Technology, Media, & Consumer Conference12 May 2026 - Q2 2026 net sales fell 15% to $34.4M, but backlog rose 39% and guidance was maintained.CLFDQ2 20267 May 2026
- Q1 FY26 sales rose 16% as modular fiber solutions drive growth across broadband and wireless markets.CLFDInvestor presentation23 Mar 2026
- All proposals passed; focus shifts to modular solutions and $160–$170M revenue in FY26.CLFDAGM 202626 Feb 2026
- Net sales up 16% to $34.3M, gross margin 33.2%, Nova Platform launched, guidance reaffirmed.CLFDQ1 20269 Feb 2026
- Sales and margin growth, improved EPS, and BEAD headwinds expected to ease by Q2 2026.CLFDQ4 20255 Feb 2026
- FY25 sales rose 20% to $150.1M, with improved margins and strong growth outlook for FY26.CLFDInvestor presentation5 Feb 2026
- Q3 sales beat guidance, but year-over-year results declined; BEAD revenue expected in 2026.CLFDQ3 20242 Feb 2026
- Virtual annual meeting to vote on directors, pay, and auditor set for February 26, 2026.CLFDProxy Filing15 Jan 2026
Next Clearfield earnings date
Q3 20265 Aug, 2026
Clearfield
Next Clearfield earnings date
Q3 20265 Aug, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
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@theshortbearx.com
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