Did you analyze how Ciena (CIEN) fared in its international operations for the quarter ending April 2025? Given the widespread global presence of this developer of high-speed networking technology, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and gro ...

Wall Street analysts responded to Ciena Corp.’s CIEN second-quarter financial results on Thursday.Ciena reported a quarterly revenue growth of 23.6% to $1.13 billion, beating the analyst consensus estimate of $1.09 billion.The American telecommunications networking equipment and software services supplier reported an adjusted EPS of 42 cents, which missed the analyst consensus estimate of 52 cents.Also Read: Ciena Set To Beat Q2 Estimates But AI Ambitions Face Margin Math And Marvell-ous RivalsThe adjusted ...

财务表现 - 第二季度调整后每股收益42美分 低于预期19.2% 但较去年同期的27美分有所改善 [1] - 季度营收同比增长23.6%至11.3亿美元 超出预期2.8% 达到管理层指引上限 [2] - 非GAAP调整后毛利率降至40.2% 主要受关税和产品组合影响 [8] 业务亮点 - 云服务提供商收入创纪录达4亿美元 占总营收38% 同比增长85% [3] - 非电信客户收入占比达54% 其中两个10%以上大客户贡献23.9%营收 [9] - 新增10家WaveLogic 5 Extreme客户 全球总数达344家 [9] 区域与部门表现 - 网络平台部门收入增长28.1%至8.663亿美元 占总营收74.2% [5] - 美洲地区收入增长25.8%至8.338亿美元 EMEA增长23%至1.916亿美元 亚太增长9%至1.005亿美元 [6] - Blue Planet自动化软件服务收入飙升94%至2800万美元 [5] 现金流与资本运作 - 运营现金流达1.569亿美元 同比大幅增长 [12] - 公司回购120万股股票 价值8400万美元 计划2025财年共回购3.3亿美元 [12] 未来展望 - 第三季度营收指引11.3-12.1亿美元 毛利率预计在40%低区间 [13] - 上调2025财年营收增长预期至14% 此前为8-11% [14] - 预计全年调整后运营费用季度平均3.6-3.7亿美元 因激励薪酬增加 [15] 行业比较 - 通信组件行业过去一年增长38.7% 公司股价同期上涨59.7% [4] - 康宁公司(GLW)一季度业绩超预期 股价过去一年上涨37.7% [19] - Viavi解决方案(VIAV)三季度业绩强劲 股价过去一年上涨25.8% [20][21]

Ciena Corporation (NYSE: CIEN ) makes the gear that keeps the internet from falling over. Its hardware, software, and automation tools are behind the scenes, moving massive amounts of data with low lag across global networks. Telecom companies use it, hyperscalers use it, and it’s baked into theI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to giv ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 3, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 23-2725311 (I.R.S. Employer Identification No.) 21076 (Zip Code) (State or other jurisdiction of incorporation or organization) 7035 Ridge Road, Hanover, MD (Address of principal execut ...

U.S. stocks traded mostly lower toward the end of trading, with the Dow Jones falling around 0.1% points on Thursday.The Dow traded down 0.06% to 42,400.42 while the NASDAQ fell 0.40% to 19,381.93. The S&P 500 also fell, dropping, 0.27% to 5,954.96.Check This Out: Jim Cramer Recommends Nvidia Over ‘Very Cheap’ Semiconductor StockLeading and Lagging SectorsCommunication services shares jumped by 0.4% on Thursday.In trading on Thursday, consumer discretionary stocks fell by 1.5%.Top HeadlineCiena Corp CIEN re ...

Ciena (CIEN) reported $1.13 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 23.6%. EPS of $0.42 for the same period compares to $0.27 a year ago.The reported revenue represents a surprise of +2.78% over the Zacks Consensus Estimate of $1.1 billion. With the consensus EPS estimate being $0.52, the EPS surprise was -19.23%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

Ciena (CIEN) Q2 2025 Earnings Call June 05, 2025 08:30 AM ET Company Participants Gregg Lampf - Vice President, Investor RelationsGary Smith - President and CEOJames Moylan - SVP & CFOScott McFeely - Executive AdvisorSimon Leopold - Managing DirectorAmit Daryanani - Senior Managing Director - Equity ResearchRuben Roy - Managing Director - Equity ResearchMeta Marshall - Managing DirectorAdrienne Colby - Assistant Vice PresidentKarl Ackerman - Managing Director - Equity ResearchDavid Vogt - Managing Director ...

Ciena (CIEN) came out with quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -19.23%. A quarter ago, it was expected that this developer of high-speed networking technology would post earnings of $0.39 per share when it actually produced earnings of $0.64, delivering a surprise of 64.10%.Over the las ...

业绩总结 - Ciena在2025财年第二季度的收入为11.259亿美元，同比增长23.5%[46] - Ciena在2025财年第二季度的调整后每股收益为0.42美元，较2024财年第二季度的0.27美元增长55.6%[46] - Q2 FY 2025的GAAP净收入为8,969千美元，较Q1 FY 2025的44,572千美元下降80.1%[64] - 调整后的非GAAP净收入为60,657千美元，较Q1 FY 2025的93,960千美元下降35.3%[64] - Q2 FY 2025的EBITDA为66,711千美元，较Q1 FY 2025的114,120千美元下降41.5%[67] - 调整后的EBITDA为116,683千美元，较Q1 FY 2025的156,480千美元下降25.4%[67] 用户数据 - 非电信客户占总收入的54%[44] - 直接云服务提供商的收入同比增长85%，占总收入的38%[44] - EMEA地区的收入同比增长23%[44] - 光网络收入为7.736亿美元，占总收入的68.7%，较2024财年第二季度的61.5%增长7.2个百分点[50] 财务状况 - 现金及投资总额为13.5亿美元，较2024财年第二季度的14.2亿美元下降4.9%[47] - 现金流入运营活动为1.57亿美元，较2024财年第二季度的5900万美元增长166.1%[47] - Ciena在2025财年第二季度的净债务为2.53亿美元，较2024财年第二季度的1.95亿美元增加29.5%[47] 未来展望 - Q2 FY 2025的GAAP运营收入为32,842千美元，较Q1 FY 2025的80,663千美元下降了59.3%[63] - 调整后的非GAAP运营收入为91,591千美元，较Q1 FY 2025的131,801千美元下降了30.5%[63] - Q2 FY 2025的调整后运营利润率为8.2%，较Q1 FY 2025的12.3%下降了4.1个百分点[63] 其他信息 - Q2 FY 2025的加权平均基本普通股在外流通数量为142,503千股，较Q1 FY 2025的142,880千股下降了0.3%[64] - Q2 FY 2025的非GAAP税收准备金为17,108千美元，较Q1 FY 2025的26,501千美元下降了35.5%[64]