Ciena (CIEN) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this developer of high-speed networking technology, should get reflected in its stock price. After all, empirical research shows a strong correl ...

Key Takeaways Ciena and REDIMadrid deploy QKD with the 6500 system, enabling quantum and DWDM traffic on one fiber.CIEN sees demand surge from AI-driven traffic, boosting Systems and Interconnects opportunities.Navigator Suite orders rose 30% in 1H 2025, supporting CIEN's 17% revenue growth outlook for fiscal 2026.Ciena Corporation ((CIEN) recently partnered with REDIMadrid, the research and higher education network of the Comunidad de Madrid, managed by IMDEA Software. The collaboration is aimed at advanci ...

Have you evaluated the performance of Ciena's (CIEN) international operations for the quarter ending July 2025? Given the extensive global presence of this developer of high-speed networking technology, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. In ...

Ciena Corporation CIEN reported better-than-expected fiscal third-quarter 2025 results on Thursday.The company reported a quarterly revenue growth of 29.4% year-on-year to $1.22 billion, beating the analyst consensus estimate of $1.18 billion. The American telecom networking equipment and software services supplier reported adjusted EPS of 67 cents, beating the analyst consensus estimate of 53 cents.Ciena expects fourth-quarter revenue of $1.24 billion-$1.32 billion (compared to $1.21 billion analyst consen ...

财务业绩 - 第三季度调整后每股收益为67美分 超出市场预期28.9% 环比增长60% 同比增长91% [1] - 季度营收达12.2亿美元 同比增长30% 环比增长8% 超出预期4% 高于指引上限11.3-12.1亿美元 [2] - 非GAAP调整后毛利率为41.9% 同比下降180个基点 但超出管理层指引90个基点 [11] - 调整后运营利润率达10.7% 高于去年同期的8% [12] - 调整后EBITDA增长60.4%至1.58亿美元 [12] 业务表现 - 网络平台业务收入9.414亿美元 占总收入77.2% 同比增长34.6% [5] - 全球服务业务收入1.602亿美元 占总收入13.1% 同比增长19.7% [6] - 美洲地区收入9.236亿美元 同比增长28.5% EMEA地区收入1.86亿美元 增长37.8% 亚太地区收入1.098亿美元 增长23.8% [6] - 直接云提供商收入飙升94% 占总收入40% [7] - 非电信客户收入占比达53% 两个10%以上大客户贡献28.8%收入 [7] 现金流与资本配置 - 运营现金流为1.748亿美元 去年同期为流出1.59亿美元 [13] - 现金与投资余额13.9亿美元 长期净债务15.2亿美元 [13] - 本季度回购100万股股票 价值8180万美元 年初至今回购2.45亿美元 [14] - 计划第四季度再回购8500万美元 全年回购总额将达3.3亿美元 [14] 未来展望 - 第四季度营收指引为12.4-13.2亿美元 毛利率预计42-43% [15] - 预计2026财年营收增长约17% 将提前一年达到三年复合增长率目标上限 [17] - 2026财年毛利率预计提升至43%左右 [17] - 运营支出预计持平于15亿美元 将提前一年在2026财年实现15-16%的运营利润率目标 [18] 战略调整 - 研发重点转向相干光学、互连、路由和DCOM 终止25G PON开发 产生约9000万美元非现金费用 [16] - 裁员4-5% 产生约2000万美元重组费用 [16] - WaveLogic 6部署加速 本季度新增11个客户 包括头部新规模云服务商 [10] 行业背景 - 全球预计到2030年将投资超过7万亿美元用于数据中心、GPU、电力基础设施和AI模型 [10] - 云提供商正在快速投资AI 多家表示计划在未来增加AI支出 [7] - 网络设备需求保持广泛韧性 覆盖云提供商和服务提供商领域 [2]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 2, 2025 (Mark one) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36250 Ciena Corporation (Exact name of registrant as specified in its charter) Delaware 23-2725311 (I.R.S. Employer Identificatio ...

核心观点 - Ciena公司股价在一年内翻倍后仍被分析师看好 主要受益于人工智能驱动的网络需求增长和400G/800G光网络技术升级周期 [1] 行业分析 - 人工智能发展推动网络带宽需求爆发 光通信行业进入高速增长周期 [1] - 400G/800G高端光网络设备成为行业技术升级焦点 [1] 公司业务 - Ciena公司专注于光网络系统领域 在高速光通信设备市场具有领先地位 [1] - 公司业务模式涵盖网络基础设施解决方案 服务于电信运营商和大型互联网企业 [1] 投资研究 - 分析师采用基本面分析和估值模型进行公司研究 重点关注商业模式和财务表现 [1] - 研究覆盖范围包括企业竞争优势和长期增长潜力评估 [1]

Ciena Corporation (NYSE: CIEN ) just reported its fiscal Q3 results , which investors seemed to love quite a bit . I wanted to go through the numbers in more detail and giveMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, optio ...

Ciena (CIEN) reported $1.22 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 29.4%. EPS of $0.67 for the same period compares to $0.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +4%. The company delivered an EPS surprise of +28.85%, with the consensus EPS estimate being $0.52.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...

Ciena (CIEN) Q3 2025 Earnings Call September 04, 2025 08:30 AM ET Company ParticipantsGregg Lampf - VP - IRGary Smith - CEO, President & DirectorMarc Graff - SVP & CFOGeorge Notter - Managing DirectorMeta Marshall - MD & VPScott McFeely - Executive AdvisorRuben Roy - MD - Equity ResearchSimon Leopold - Managing DirectorTim long - Managing DirectorAmit Daryanani - Senior MD - Equity ResearchDavid Vogt - Managing DirectorKarl Ackerman - MD - Equity Research, Semiconductors & IT HardwareConference Call Partici ...