Clearfield, Inc. · NASDAQ:CLFD
Clearfield — Q2 FY2015 Earnings Presentation
11 slides from Clearfield's earnings presentation, Apr 23, 2015
Slide 1: Clearfield
V7 CLEARFIELD
Slide 2: Cheri Beranek, President and CEO
Cheri Beranek President and CEO
Slide 3: FY15 Quarter "FieldReport"
FY15 24 Quarter “FieldReport” ing stotements contoinedhereinare mode purtuant tthe safe hrbor provision ofthe Prvte tiga eon Aco 998 These semen reese pon he Convoy caer xpos ond {udoments abot fture developments nthe Company's busines. Certain portant ft ‘moterilimpoc on the Companys performance, i
Slide 4: Strong Revenue from Incumbent Providers
Strong Revenue from Incumbent Providers Thank you, Cheri rong 1 236 rowth for the quarter and are up 33% for the two-quarter period. We believe ult of our product development and market creation activities that are this the targeted at gad cs beyond the Tier 3 service provider to larger ILECS, both
Slide 5: Gross Profit % Over Time
Gross Profit % Over Time group. ‘fi ated itsbil of material cost for an expanded range of products.
Slide 6: Dan Herzog, Chief Financial Officer
Dan Herzog Chief Financial Officer 1ck repurchase program 1015, Clearfield repurchased 57,682 shares for approximately $679,000. As of March 31, 2015, Clearfield 2.089 expect moving forward.
Slide 7: Is Fiber to the Press Release Outpacing Deployment?
Is Fiber to the Press Release Outpacing Deployment? Annual Change in North American FTTH Validators: oto tl raced A ee = oa [ coess = — _ © nutes . Accelerator: anne eee Ti iclebobe RVA uc ‘of Gigabit Broadband Thanks, Dan. Over the past months, | have bee! kat a number of industry pe ae and attende
Slide 8: Changing the OSP Landscape
Changing the OSP Landscape FieldSmart FieldShield Makwa StrongFiber Like the bear for whicl or below ground. It is small footprint, Field | metal cabinet. fi it rial weight and slack storage of fiber deployment.
Slide 9: % Growth on ILEC Core
% Growth on ILEC Core Qa and Q2 FY 15 Q3 and Q4 FY 2015, broad range of incumbent service providers. have been beneath our expectations for the period. continue annual outlook giv 3 and 4" quarter as of March 31 d CLEC dhalf. annual revenue growth m: Market dynamics affecting ‘environment in the ILE
Slide 10: Next earnings call tentatively scheduled for July 23, 2015
which is tentatively scheduled for July 23, 2015. industry, IR@ecIf. responses will be posted on the Clearfield Investor Relations webpage.
Slide 11: Clearfield "FieldReport"