Clearfield (CLFD) Investor presentation summary

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.