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Ciena (CIEN)
NYSE:CIEN
Earnings Data
Report Date
Mar 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.16Last Year’s EPS
0.64Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Ciena Corporation reported an exceptionally strong fiscal year with record-breaking revenue and orders, significant growth in market share, and promising opportunities in the AI and data center markets. However, the company faces challenges with supply chain constraints and margin pressures due to rapidly increasing demand and rising input costs.Company Guidance
Record-Breaking Revenue
Ciena reported record fiscal fourth quarter and full-year revenue of $1.35 billion and $4.77 billion, respectively, marking a 20% year-over-year increase for Q4 and a 19% increase for the year.
Strong Earnings Growth
Q4 earnings per share reached $0.91, up 69% year-over-year, with full-year EPS of $2.64, up 45% from fiscal 2024.
Robust Orders and Backlog
Ciena generated record orders for the year of $7.8 billion, entering the year with a record backlog of about $5 billion, indicating strong demand.
Growth in Optical Market Share
Ciena's optical market share increased by two points year-to-date, with expectations for further gains in 2026.
Increased Revenue from Service Providers
Service provider orders were up nearly 70% for the year, with revenue from the top three service providers growing 16% from 2024 to 2025.
Expanding Data Center Opportunities
Ciena's 'in and around the data center' opportunities grew threefold from 2024 to 2025, contributing to the 2026 growth rate.
Successful Financial Management
The company improved its cash conversion cycle by 34 days and ended the year with $1.4 billion in cash. They also repurchased approximately $330 million in shares.
CIEN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CIEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 11, 2025 | $221.85 | $242.37 | +9.25% |
Sep 04, 2025 | $94.82 | $116.92 | +23.31% |
Jun 05, 2025 | $83.89 | $73.05 | -12.92% |
Mar 11, 2025 | $65.53 | $63.95 | -2.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ciena (CIEN) report earnings?
Ciena (CIEN) is schdueled to report earning on Mar 05, 2026, Before Open (Confirmed).
What is Ciena (CIEN) earnings time?
Ciena (CIEN) earnings time is at Mar 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CIEN EPS forecast?
CIEN EPS forecast for the fiscal quarter 2026 (Q1) is 1.16.
