Ciena Corporation delivered a blowout quarter, beating revenue and earnings estimates, raising guidance, and surprising a market that had extremely low expectations. Cloud and AI-driven demand are fueling rapid growth, with cloud provider revenue up 94% and new product milestones achieved across WaveLogic and routing lines. Despite trading at a high earnings multiple, Ciena's growth-adjusted va...
Ciena Corporation delivered strong Q3 results, driven by AI infrastructure demand and high-speed connectivity, but I believe the stock is trading at a premium. Management's focus on margin expansion and a shift to software/AI-driven solutions is impressive, with operating margin targets raised for 2026. Despite solid execution and optimistic guidance, I view the current valuation as stretched, ...
Ciena Corporation (NYSE:CIEN ) Q3 2025 Earnings Call September 4, 2025 8:30 AM EDT Company Participants Gregg Lampf - Vice President of Investor Relations Gary Smith - CEO, President & Director Marc Graff - Senior VP & CFO Scott McFeely - Executive Advisor Conference Call Participants George Notter - Wolfe Research, LLC Samik Chatterjee - JPMorgan Chase & Co, Research Division Meta Marshall - M...
Ciena Corporation (CIEN 18.09%) stock raced ahead 22.7% through 10:55 a.m. ET Wednesday after the company beat analyst forecasts for fiscal Q3 2025 earnings.
Ciena stock jumped 22% on Thursday in what turned out to be one of its biggest one-day moves of the year. The pop followed stronger-than-expected fiscal Q3 numbers, with demand for faster networks, especially tied to the AI build-out, giving the results a big boost.
JOHANNESBURG & HANOVER, Md.--(BUSINESS WIRE)--DFA and Ciena announce a landmark breakthrough in fibre capacity.
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