Earnings summaries and quarterly performance for CIENA.
Executive leadership at CIENA.
Gary B. Smith
President and Chief Executive Officer
David M. Rothenstein
Senior Vice President, Chief Strategy Officer and Secretary
Dino DiPerna
Senior Vice President, Global Research & Development
Jason M. Phipps
Senior Vice President, Global Customer Engagement
Marc D. Graff
Senior Vice President and Chief Financial Officer
Sheela Kosaraju
Senior Vice President, General Counsel and Assistant Secretary
Board of directors at CIENA.
Research analysts who have asked questions during CIENA earnings calls.
Amit Daryanani
Evercore
4 questions for CIEN
Meta Marshall
Morgan Stanley
4 questions for CIEN
Ruben Roy
Stifel Financial Corp.
4 questions for CIEN
Simon Leopold
Raymond James
4 questions for CIEN
David Vogt
UBS Group AG
3 questions for CIEN
Samik Chatterjee
JPMorgan Chase & Co.
3 questions for CIEN
Tal Liani
Bank of America
3 questions for CIEN
Adrienne Colby
Citigroup
2 questions for CIEN
George Notter
Jefferies
2 questions for CIEN
Ryan Koontz
Needham & Company, LLC
2 questions for CIEN
Tim Savageaux
Northland Capital Markets
2 questions for CIEN
Alyssa Shreves
Barclays
1 question for CIEN
Andrew Spinola
UBS
1 question for CIEN
Atif Malik
Citigroup Inc.
1 question for CIEN
Joseph Cardoso
JPMorgan Chase & Co.
1 question for CIEN
Karl Ackerman
BNP Paribas
1 question for CIEN
Timothy Long
Barclays
1 question for CIEN
Recent press releases and 8-K filings for CIEN.
- Ciena and Colt Technology Services announced the successful rollout of a new transatlantic and terrestrial terabit network to meet the increasing demand from global content providers for AI content, gaming, and streaming.
- The network leverages Ciena's WaveLogic 6 Extreme (WL6e) transponder, which boosts capacity by 20% per fiber and achieves a 50% reduction in space, power consumption, and carbon emissions compared to prior models.
- This deployment significantly enhances network capabilities, increasing Colt's transatlantic capacity per wave from 450 Gbps to 1.2 Tbps, a 140% improvement over approximately 6,500 km.
- The initiative addresses a critical market need, as AI workloads on transatlantic cables are forecast to surge from 8% of capacity in 2025 to 30% by 2035.
- Trans Americas Fiber System (TAFS) is deploying Ciena's high-capacity optical technology for its new TAM-1 subsea cable system.
- The TAM-1 cable is designed to connect Central America and the Caribbean directly to the U.S., featuring a total system capacity of over 650 Tbps.
- Ciena's solutions, including GeoMesh Extreme powered by WaveLogic 6 Extreme and the 6500 Reconfigurable Line System, will be utilized.
- The northern route of TAM-1 is projected to be Ready for Service in Q4 2025, with the southern route following in Q1 2026.
- EXA Infrastructure is expanding its North American network with a new route from Ashburn, Virginia, to Atlanta, Georgia, utilizing Ciena's optical networking solutions.
- The new route offers up to 400 Gb/s connectivity for customers, including large hyperscalers and enterprises, and is designed to meet the demands of the data center connectivity market and prepare for the transformative impact of AI.
- EXA's network leverages Ciena’s 6500 Reconfigurable Line System (RLS) and WaveLogic 5 Extreme coherent optics for increased performance, energy efficiency, and space savings, with the ability to evolve to new technologies like WaveLogic 6 in the future.
- Ciena (CIEN) has entered into a definitive agreement to acquire Nubis Communications, a privately-held company specializing in high-performance, ultra-compact, low-power optical and electrical interconnects tailored to support AI workloads.
- The acquisition is an all-cash transaction for $270 million and is expected to close during Ciena's fiscal fourth quarter 2025.
- This strategic acquisition aims to expand Ciena's portfolio and add critical talent to address a wider range of opportunities inside the data center, driven by the rapidly growing demand for scalable, high-performance connectivity for AI-related traffic.
Quarterly earnings call transcripts for CIENA.
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