Ciena posts strong fiscal Q4 2025 results with surging optical demand, a $5B backlog and raised 2026 outlook, sending shares sharply higher.
Ciena Corporation (CIEN) Q4 2025 Earnings Call Transcript
Ciena (CIEN) delivered robust Q4 results, with revenue up 20% YoY and strong beats on both earnings and revenue expectations. CIEN issued bullish guidance for Q1/2026 and fiscal 2026, citing durable demand from cloud and service provider customers amid AI-driven network expansion. Operating margin improved to 11.2% for the year, and management highlighted adaptive networks and AI-driven analytics as key growth opportunities.
| Communications Equipment Industry | Information Technology Sector | Gary B. Smith CEO | XMUN Exchange | US1717793095 ISIN |
| US Country | 8,795 Employees | - Last Dividend | 25 Sep 2006 Last Split | 7 Feb 1997 IPO Date |
Ciena Corporation is a global provider of hardware and software services catering to the delivery of video, data, and voice traffic across metro, aggregation, and access networks. The company's offerings are designed to facilitate the convergence of various networking technologies, including coherent optical transport, open optical networking, optical transport network switching, as well as IP routing and switching services. Established in 1992, Ciena has its headquarters in Hanover, Maryland, and extends its services worldwide, supporting the increasingly complex demands of communication networks.