Earnings summaries and quarterly performance for CIENA.
Executive leadership at CIENA.
Gary B. Smith
Detailed
President and Chief Executive Officer
CEO
DM
David M. Rothenstein
Detailed
Senior Vice President, Chief Strategy Officer and Secretary
DD
Dino DiPerna
Detailed
Senior Vice President, Global Research & Development
JM
Jason M. Phipps
Detailed
Senior Vice President, Global Customer Engagement
MD
Marc D. Graff
Detailed
Senior Vice President and Chief Financial Officer
SK
Sheela Kosaraju
Detailed
Senior Vice President, General Counsel and Assistant Secretary
Board of directors at CIENA.
Research analysts who have asked questions during CIENA earnings calls.
RR
Ruben Roy
Stifel Financial Corp.
6 questions for CIEN
Also covers: CDNS, CLS, COHR +13 more
SL
Simon Leopold
Raymond James
6 questions for CIEN
Also covers: AAOI, ANET, ATEN +17 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
5 questions for CIEN
Also covers: AAPL, ANET, APH +32 more
Tal Liani
Bank of America
5 questions for CIEN
Also covers: ANET, CHKP, CRWD +11 more
Amit Daryanani
Evercore
4 questions for CIEN
Also covers: AAPL, AKAM, ANET +22 more
GN
George Notter
Jefferies
4 questions for CIEN
Also covers: AAOI, ADTN, ANET +18 more
Meta Marshall
Morgan Stanley
4 questions for CIEN
Also covers: ANET, AXON, BAND +30 more
Ryan Koontz
Needham & Company, LLC
4 questions for CIEN
Also covers: AAOI, ADTN, ANET +27 more
AM
Atif Malik
Citigroup Inc.
3 questions for CIEN
Also covers: AAPL, ALAB, AMAT +11 more
DV
David Vogt
UBS Group AG
3 questions for CIEN
Also covers: AAPL, ANET, CDW +12 more
AC
Adrienne Colby
Citigroup
2 questions for CIEN
Also covers: CSCO
Tim Long
Barclays
2 questions for CIEN
Also covers: ANET, CLS, DELL +10 more
Tim Savageaux
Northland Capital Markets
2 questions for CIEN
Also covers: AAOI, ADTN, AIRG +16 more
Alyssa Shreves
Barclays
1 question for CIEN
Also covers: AXON, HLIT, MSI
Andrew Spinola
UBS
1 question for CIEN
Also covers: AXON, KEYS, MSI +1 more
JC
Joseph Cardoso
JPMorgan Chase & Co.
1 question for CIEN
Also covers: AXON, CALX, CRDO +9 more
Karl Ackerman
BNP Paribas
1 question for CIEN
Also covers: ANET, AVGO, CLS +15 more
Timothy Long
Barclays
1 question for CIEN
Also covers: ANET, DELL, FFIV +6 more
Recent press releases and 8-K filings for CIEN.
Ciena Reports Strong Q4 and Full-Year 2025 Results, Raises Fiscal 2026 Guidance
CIEN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ciena reported strong Q4 2025 revenue of $1.35 billion, up 20% year-over-year, and annual revenue of $4.77 billion, up 19% for fiscal year 2025.
- The company provided an updated fiscal year 2026 revenue guidance of $5.7-$6.1 billion, representing approximately 24% annual growth at the midpoint, and expects operating margins to improve to 17%, plus or minus a point.
- Growth is significantly driven by AI-related demand, with "in and around the data center" opportunities growing threefold from 2024 to 2025, and three out of four hyperscalers adopting Ciena's architecture for scale-across training models.
- Ciena ended the year with approximately $5 billion in backlog and generated $665 million in free cash flow for fiscal year 2025, while repurchasing approximately $330 million in shares.
Dec 11, 2025, 1:30 PM
Ciena Reports Record Q4 and FY 2025 Results, Raises FY 2026 Guidance on Strong AI-Driven Demand
CIEN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ciena reported record fiscal fourth quarter revenue of $1.35 billion and full year revenue of $4.77 billion for 2025, with Q4 earnings per share (EPS) at $0.91 and full year EPS at $2.64.
- The company provided an updated fiscal 2026 revenue guidance of $5.7-$6.1 billion, representing nearly 24% annual growth at the midpoint, and expects operating margins to improve to 17%, plus or minus a point.
- Growth is driven by accelerating AI-related demand from cloud providers and steady growth from service providers, resulting in record orders of $7.8 billion for the year and a $5 billion backlog.
- Ciena's "in and around the data center" opportunities grew threefold from 2024 to 2025, with pluggable revenue exceeding $168 million in fiscal 2025, and the company is expanding its DCOM business with Meta and other hyperscalers.
- Strategic investments include $140 million in capital expenditures in FY 2025, with an expected increase to $250-$275 million in FY 2026, and the acquisition of Nubis Communications to enhance its interconnects portfolio.
Dec 11, 2025, 1:30 PM
Ciena Reports Record Q4 and Full-Year 2025 Results, Raises Fiscal 2026 Guidance
CIEN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ciena reported record fiscal fourth quarter revenue of $1.35 billion and full-year revenue of $4.77 billion for 2025. Q4 earnings per share (EPS) increased 69% year-over-year to $0.91, and full-year EPS rose 45% to $2.64.
- The company achieved record orders of $7.8 billion for the year, resulting in an exit backlog of approximately $5 billion, which supports a large share of fiscal 2026 revenue expectations and provides strong visibility into 2027 and beyond.
- Ciena raised its fiscal 2026 revenue guidance to $5.7-$6.1 billion, representing approximately 24% annual growth at the midpoint, and anticipates operating margins to improve to 17%, plus or minus a point.
- Growth is driven by accelerating demand from cloud providers and steady growth from service providers, particularly fueled by AI ecosystem needs, with new architectural applications like Scale-across and DCOM gaining traction with hyperscalers.
- Ciena plans to repurchase approximately $330 million in shares in fiscal 2026 and increase capital expenditures to $250-$275 million to support expected robust demand.
Dec 11, 2025, 1:30 PM
Ciena Reports Fiscal Fourth Quarter and Full-Year 2025 Financial Results and Provides 2026 Guidance
CIEN
Earnings
Guidance Update
Share Buyback
- Ciena reported fiscal fourth quarter 2025 revenue of $1.35 billion, marking a 20% year-over-year increase, and fiscal year 2025 revenue of $4.77 billion, up 19% year-over-year.
- Adjusted (non-GAAP) net income per diluted share reached $0.91 for fiscal fourth quarter 2025 and $2.64 for fiscal year 2025.
- The company provided guidance for fiscal first quarter 2026 revenue in the range of $1.35 billion to $1.43 billion, and for fiscal year 2026, revenue is projected to be between $5.7 billion and $6.1 billion.
- Ciena repurchased approximately 0.7 million shares for $84.5 million in fiscal fourth quarter 2025 and about 4.0 million shares for $329.7 million during fiscal year 2025.
- The company concluded fiscal Q4 2025 with approximately $1.4 billion in cash and investments and generated $665 million in free cash flow for fiscal year 2025.
Dec 11, 2025, 12:07 PM
Ciena Reports Fiscal Fourth Quarter and Year-End 2025 Financial Results
CIEN
Earnings
Guidance Update
Share Buyback
- Ciena reported fiscal fourth quarter 2025 revenue of $1.35 billion, an increase of 20% year-over-year, and fiscal year 2025 revenue of $4.77 billion, up 19% year-over-year.
- For fiscal fourth quarter 2025, GAAP net income per diluted share was $0.13 and adjusted (non-GAAP) net income per diluted share was $0.91.
- The company provided guidance for fiscal first quarter 2026 revenue in the range of $1.35 billion to $1.43 billion and for fiscal year 2026 revenue between $5.7 billion and $6.1 billion.
- Ciena repurchased approximately 0.7 million shares of common stock for $84.5 million during fiscal fourth quarter 2025 and 4.0 million shares for $329.7 million during fiscal year 2025.
Dec 11, 2025, 12:00 PM
Ciena and Colt Roll Out Enhanced Transatlantic Network
CIEN
New Projects/Investments
Product Launch
- 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.
Oct 28, 2025, 9:00 AM
Ciena's Technology Selected for Trans Americas Fiber System's TAM-1 Subsea Cable
CIEN
New Projects/Investments
- 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.
Oct 21, 2025, 7:00 AM
Ciena's Optical Solutions Power EXA Infrastructure's New Ashburn-Atlanta Route
CIEN
New Projects/Investments
- 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.
Oct 14, 2025, 1:00 PM
Ciena to Acquire Nubis Communications
CIEN
M&A
New Projects/Investments
- 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.
Sep 22, 2025, 1:37 PM
Quarterly earnings call transcripts for CIENA.
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