CLFD · Clearfield, Inc. · Earnings Call Transcripts & Audio
$31.14
+0.68 (+2.23%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$420.42M
Shares
13.58M
Volume · Sep 30
115.34K
Avg daily vol (3M)
183.52K
Clearfield, Inc. Earnings Call Transcripts
Quarterly earnings calls for Clearfield, Inc. (CLFD), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲110.1%
$95.03M
$16.99M
'22 Q4
22-11-21
▲68.2%
$85.94M
$14.26M
'23 Q1
23-02-02
▲34.2%
$71.81M
$10.36M
'23 Q2
23-05-04
▼14%
$61.28M
$5.22M
'23 Q3
23-08-03
▼93%
$6.69M
$2.70M
'23 Q4
23-11-09
▼60.2%
$34.23M
−$5.27M
'24 Q1
24-02-01
▼48.6%
$36.91M
−$5.91M
'24 Q2
24-05-02
▼20.4%
$48.79M
−$447,000
'24 Q3
24-08-01
▼15.7%
$5.63M
−$827,000
'24 Q4
24-11-07
▼13.2%
$29.70M
−$1.91M
'25 Q1
25-02-06
▲10.1%
$40.62M
$1.33M
'25 Q2
25-05-08
▼20.6%
$38.76M
$1.61M
'25 Q3
25-08-06
▲628.7%
$41.06M
−$9.08M
'25 Q4
25-11-25
▲15.6%
$34.34M
−$614,000
'26 Q1
26-02-04
▼15.3%
$34.39M
−$528,000
'26 Q2
26-05-06
LATEST
▲13.2%
$43.86M
$3.00M
'26 Q3
26-08-05
Earnings call
FY26 · Q3
2026-08-05
Clearfield, Inc. (CLFD) Q3 2026 Earnings Call Transcript
Cautious tone
BEAD program delays and broadband headwinds
Data center / hyperscale expansion
Customer backlog decommit and inventory write-off
Revenue
$43.86M
▲ 13.2% YoY Diluted EPS
$0.22
▲ 100% YoY Gross margin
31.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-12
Clearfield, Inc. (CLFD) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-05-06
Clearfield, Inc. (CLFD) Q2 2026 Earnings Call Transcript
Balanced tone
Financial Guidance and Quarterly Results
Community Broadband & Regional Service Providers
Adjacent Markets and Data Center Opportunities
Revenue
$34.39M
▼ 15.3% YoY Diluted EPS
$-0.04
▼ 144.4% YoY Gross margin
32.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-02-04
Clearfield, Inc. (CLFD) Q1 2026 Earnings Call Transcript
Positive tone
BEAD program
Community broadband demand
NOVA platform launch
Revenue
$34.34M
▲ 15.6% YoY Diluted EPS
$-0.04
Gross margin
33.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-25
Clearfield, Inc. (CLFD) Q4 2025 Earnings Call Transcript
Positive tone
BEAD program opportunity
Better Broadband and Beyond strategy
Revenue growth and profitability
Revenue
$41.06M*
▲ 628.7% YoY Gross margin
34.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-08-06
Clearfield, Inc. (CLFD) Q3 2025 Earnings Call Transcript
Positive tone
Nestor segment weakness in Europe
Clearfield segment core growth and share gains
Industry growth and AI/data center opportunity
Revenue
$38.76M
▼ 20.6% YoY Diluted EPS
$0.11
Gross margin
35.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-05-08
Clearfield, Inc. (CLFD) Q2 2025 Earnings Call Transcript
Confident tone
Revenue Growth and Guidance
Nestor Segment Restructuring
E-ACAM Program
Revenue
$40.62M
▲ 10.1% YoY Diluted EPS
$0.09
Gross margin
34.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-02-06
Clearfield, Inc. (CLFD) Q1 2025 Earnings Call Transcript
Positive tone
Broadband Industry and BEAD Program
Financial Outlook and Guidance
Customer Demand and Multiyear Projects
Revenue
$29.70M
▼ 13.2% YoY Diluted EPS
$-0.13
Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-11-07
Clearfield, Inc. (CLFD) Q4 2024 Earnings Call Transcript
Balanced tone
Revenue and Financial Performance
Market Segments and Customers
Rural Broadband and BEAD Funding
Revenue
$5.63M*
▼ 15.7% YoY Gross margin
135.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-08-01
Clearfield, Inc. (CLFD) Q3 2024 Earnings Call Transcript
Positive tone
BEAD program and federal funding
International / Nestor Cables
Community broadband market
Revenue
$48.79M
▼ 20.4% YoY Diluted EPS
$-0.04
▼ 112.1% YoY Gross margin
21.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-05-02
Clearfield, Inc. (CLFD) Q2 2024 Earnings Call Transcript
Balanced tone
Large Regional and MSO weakness
BEAD program and long-term demand
Community Broadband market strength
Revenue
$36.91M
▼ 48.6% YoY Diluted EPS
$-0.40
▼ 159.7% YoY Gross margin
7.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-01
Clearfield, Inc. (CLFD) Q1 2024 Earnings Call Transcript
Positive tone
Quarterly financial performance and year-over-year declines
BEAD federal funding and long-term demand
Community broadband and large regional providers
Revenue
$34.23M
▼ 60.2% YoY Diluted EPS
$-0.35
▼ 135% YoY Gross margin
13.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-11-09
Clearfield, Inc. (CLFD) Q4 2023 Earnings Call Transcript
Revenue
$6.69M*
▼ 93% YoY Gross margin
98.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-08-03
Clearfield, Inc. (CLFD) Q3 2023 Earnings Call Transcript
Revenue
$61.28M
▼ 14% YoY Diluted EPS
$0.33
▼ 64.1% YoY Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-05-04
Clearfield, Inc. (CLFD) Q2 2023 Earnings Call Transcript
Revenue
$71.81M
▲ 34.2% YoY Diluted EPS
$0.67
▲ 1.5% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-02-02
Clearfield, Inc. (CLFD) Q1 2023 Earnings Call Transcript
Revenue
$85.94M
▲ 68.2% YoY Diluted EPS
$1.00
▲ 33.3% YoY Gross margin
35.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-11-21
Clearfield, Inc. (CLFD) Q4 2022 Earnings Call Transcript
Revenue
$95.03M*
▲ 110.1% YoY Gross margin
39.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-07-28
Clearfield, Inc. (CLFD) Q3 2022 Earnings Call Transcript
Revenue
$71.25M
▲ 83.9% YoY Diluted EPS
$0.92
▲ 109.1% YoY Gross margin
41.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-04-29
Clearfield, Inc. (CLFD) Q2 2022 Earnings Call Transcript
Revenue
$53.49M
▲ 80.2% YoY Diluted EPS
$0.66
▲ 144.4% YoY Gross margin
43.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-01-28
Clearfield, Inc. (CLFD) Q1 2022 Earnings Call Transcript
Revenue
$51.11M
▲ 88.6% YoY Diluted EPS
$0.75
▲ 226.1% YoY Gross margin
44.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-11-04
Clearfield, Inc. (CLFD) Q4 2021 Earnings Call Transcript
Revenue
$45.24M*
▲ 65.6% YoY Gross margin
43.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-23
Clearfield, Inc. (CLFD) Q3 2021 Earnings Call Transcript
Revenue
$38.73M
▲ 49.2% YoY Diluted EPS
$0.44
▲ 100% YoY Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-04-23
Clearfield, Inc. (CLFD) Q2 2021 Earnings Call Transcript
Revenue
$29.69M
▲ 45.5% YoY Diluted EPS
$0.27
▲ 440% YoY Gross margin
43.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-02-01
Clearfield, Inc. (CLFD) Q1 2021 Earnings Call Transcript
Revenue
$27.09M
▲ 39.8% YoY Diluted EPS
$0.23
▲ 475% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-11-04
Clearfield, Inc. (CLFD) Q4 2020 Earnings Call Transcript
Revenue
$27.32M*
▲ 14% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-07-23
Clearfield, Inc. (CLFD) Q3 2020 Earnings Call Transcript
Revenue
$25.97M
▲ 18.6% YoY Diluted EPS
$0.22
▲ 120% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-04-23
Clearfield, Inc. (CLFD) Q2 2020 Earnings Call Transcript
Revenue
$20.41M
▲ 6.9% YoY Diluted EPS
$0.05
▲ 150% YoY Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-01-23
Clearfield, Inc. (CLFD) Q1 2020 Earnings Call Transcript
Revenue
$19.38M
▼ 3.5% YoY Diluted EPS
$0.04
▼ 50% YoY Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls