)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Clearfield
Clearfield (CLFD) investor relations material
Clearfield 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Market positioning and growth strategy
Focus on underserved markets, especially large regionals and MSOs, leveraging a high-touch sales model to build long-term relationships and capitalize on early-stage fiber deployment opportunities.
Community broadband remains a core segment, but recent growth has been soft due to delays in BEAD funding, with customers taking a wait-and-see approach.
Expansion into edge computing and adjacent markets is a strategic priority, with new high-density cassette products targeting AI and data center trends.
Divestiture of Nestor refocused operations on North America, improving profitability and aligning with three pillars: protect core, expand customer base, and enter adjacent markets.
Strong balance sheet with no debt and significant cash reserves supports ongoing R&D, SG&A investments, and share buybacks.
Financial performance and outlook
Achieved significant sales growth during COVID, scaling to $250 million, with gross margins improving from low 20s to mid-30s due to better inventory utilization and volume.
Nestor divestiture removed a low-margin business, further boosting gross margin profile for continuing operations.
No BEAD-related revenue is included in the 2026 forecast, but quoting activity is increasing and some impact is expected later in 2026.
Enhanced ACAM and other federal/state programs provide additional funding opportunities, though volatility and uncertainty remain challenges.
Capital allocation prioritizes internal growth, selective M&A, and a robust share buyback program.
Product innovation and customer relationships
Product portfolio supports both passing and connecting homes, with a focus on recurring relationships through modular cabinet and cassette solutions.
New product category launching to address edge compute and AI-driven demand, enabling customers to participate in the evolving data center landscape.
Customer base is highly diversified, with no single customer (except two distributors) exceeding 10% of business, reducing risk.
Initiatives like Clearfield Cares provide training to underserved communities, supporting workforce development and future deployment needs.
Strong relationships with overseas fiber suppliers help mitigate supply constraints from major domestic providers.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Clearfield earnings date
Q1 20265 Feb, 2026
Clearfield
Next Clearfield earnings date
Q1 20265 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Clearfield, Inc. Clearfield, Inc. is a telecommunications equipment company that designs and manufactures fiber management, connectivity, and protection solutions. The company's product portfolio includes fiber distribution systems, fiber optic enclosures, optical components, and related accessories that support the deployment of high-speed broadband networks. Clearfield serves network operators, including broadband providers, telecommunications companies, and utilities, to enhance the efficiency and reliability of their fiber optic infrastructure. The company is headquartered in Brooklyn Park, Minnesota, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage