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Ciena Corporation (CIEN)
:CIEN
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Ciena (CIEN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Dec 11, 2025
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.69
Last Year’s EPS
0.54
Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jun 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The call reflected a generally positive sentiment with strong revenue growth driven by cloud providers, significant order backlogs, and technological leadership in the WaveLogic platform. Software business momentum and financial stability were also highlighted. However, challenges such as tariff impacts, adjusted gross margin pressures, and higher operating expenses were noted.
Company Guidance
During the fiscal second quarter of 2025, Ciena Corporation reported strong financial results, exceeding expectations with a revenue of $1.13 billion, marking an 85% year-over-year growth in cloud provider revenue. This segment, driven by AI infrastructure investments, constituted 38% of the total revenue, surpassing $400 million for the first time in a quarter. The company highlighted its leadership in addressing growing demand with its WaveLogic technology, maintaining an 18 to 24-month competitive edge. Adjusted gross margin was 41%, in line with guidance, while adjusted operating margin was 8.2%, generating an adjusted net income of $61 million and an adjusted EPS of $0.42. Ciena also recorded $157 million in cash from operations and ended the quarter with $1.35 billion in cash and investments. Despite the challenges posed by tariffs, the company expects immaterial impact on future quarters. Looking forward, Ciena anticipates a 14% revenue growth for fiscal 2025, with annual gross margins at the lower end of the 42% to 44% range, supported by strong demand dynamics and a robust order book.
Record Revenue Driven by Cloud Providers
Ciena reported a strong fiscal second quarter with total revenue of $1.13 billion, driven by a significant 85% year-over-year increase in direct cloud provider revenue, which comprised 38% of total revenue.
Strong Order Growth and Market Demand
Orders in the quarter exceeded revenue, with a notable expectation that cloud provider orders will double in fiscal 2025 compared to the previous year.
WaveLogic Technology Leadership
Ciena's WaveLogic Xstream 1.6T WAN technology maintains an 18 to 24-month competitive lead, with significant new customer wins and strong demand for coherent pluggable solutions like 400ZR and 800ZR.
Software Business Momentum
The Navigator network control suite saw a 30% increase in orders year-over-year, while Blue Planet achieved its highest quarterly revenue, reflecting successful transformation efforts.
Positive Financial Performance
Ciena ended the quarter with $1.35 billion in cash and investments, repurchased 1.2 million shares, and generated $157 million in cash from operations.

Ciena (CIEN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CIEN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Dec 11, 2025
2025 (Q4)
0.69 / -
0.54
Sep 04, 2025
2025 (Q3)
0.53 / 0.67
0.3591.43% (+0.32)
Jun 05, 2025
2025 (Q2)
0.52 / 0.42
0.2755.56% (+0.15)
Mar 11, 2025
2025 (Q1)
0.41 / 0.64
0.66-3.03% (-0.02)
Dec 12, 2024
2024 (Q4)
0.65 / 0.54
0.75-28.00% (-0.21)
Sep 04, 2024
2024 (Q3)
0.27 / 0.35
0.59-40.68% (-0.24)
Jun 06, 2024
2024 (Q2)
0.16 / 0.27
0.74-63.51% (-0.47)
Mar 07, 2024
2024 (Q1)
0.47 / 0.66
0.643.13% (+0.02)
Dec 07, 2023
2023 (Q4)
0.69 / 0.75
0.6122.95% (+0.14)
Aug 31, 2023
2023 (Q3)
0.52 / 0.59
0.3378.79% (+0.26)
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
Jun 05, 2025
$83.89$73.05-12.92%
Mar 11, 2025
$65.53$63.95-2.41%
Dec 12, 2024
$73.21$84.52+15.45%
Sep 04, 2024
$55.35$54.93-0.76%
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 Corporation (CIEN) report earnings?
Ciena Corporation (CIEN) is schdueled to report earning on Dec 11, 2025, Before Open (Confirmed).
    What is Ciena Corporation (CIEN) earnings time?
    Ciena Corporation (CIEN) earnings time is at Dec 11, 2025, 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 2025 (Q4) is 0.69.

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