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Ciena (CIEN)
NYSE:CIEN
Earnings Data
Report Date
Jun 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 11, 2025
|% Change Since: 5.94%
|Next Earnings Date:Jun 05, 2025
Earnings Call Sentiment|Positive
The overall sentiment of the earnings call is positive, driven by strong financial results, robust demand from cloud providers and service providers, and successful product rollouts like WaveLogic 6 Extreme. However, there are challenges related to tariff uncertainties and potential variability in revenue growth due to project timing with cloud providers.Company Guidance
In the Ciena Fiscal First Quarter 2025 Financial Results Conference Call, the company provided guidance indicating robust performance and growth expectations. Ciena reported strong fiscal first quarter results with revenue reaching $1.07 billion, an adjusted gross margin of 44.7%, and an adjusted EPS of $0.64 per share. Notably, the company witnessed a significant increase in demand from cloud providers, with direct orders from this segment comprising half of the overall orders in Q1. Service provider revenue also showed strength, increasing by 14% year-over-year and making up approximately 51% of the total revenue. For the fiscal second quarter, Ciena projected revenue between $1.05 billion to $1.13 billion, while maintaining their annual revenue growth guidance towards the high end of the 8% to 11% range. Adjusted gross margin expectations were set in the low 40% range for Q2, with full-year margins anticipated to be between 42% to 44%. The company also highlighted ongoing investments in their WaveLogic technology and a strong pipeline of opportunities in high-speed connectivity driven by cloud and AI traffic.Strong Fiscal First Quarter Results
Ciena delivered strong fiscal first quarter results with revenue of $1.07 billion, adjusted gross margin of 44.7%, and adjusted EPS of $0.64 per share.
Robust Order Flow
The quarter saw positive demand dynamics with very strong order flow, especially from cloud providers, which accounted for half of the overall orders in Q1.
Service Provider Revenue Growth
Service provider revenue in Q1 increased 14% year-over-year, comprising approximately 51% of total revenue, signaling a recovery in this segment.
Cloud Provider Engagement
Total direct cloud revenue comprised 32% of total revenue, with five cloud providers in the top 10 customers for the quarter.
WaveLogic 6 Extreme Success
WaveLogic 6 Extreme is gaining momentum, with 20 new customers added in Q1, part of a successful rollout of high-speed connectivity solutions.
Strong Cash Position and Share Repurchase
Ciena ended the quarter with approximately $1.3 billion in cash and investments and repurchased approximately 1 million shares for $79 million during the first quarter.
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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
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CIEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Jun 06, 2024 | $48.24 | $48.56 | +0.66% |
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.
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FAQ
When does Ciena (CIEN) report earnings?
Ciena (CIEN) is schdueled to report earning on Jun 05, 2025, TBA Not Confirmed.
What is Ciena (CIEN) earnings time?
Ciena (CIEN) earnings time is at Jun 05, 2025, TBA Not 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 (Q2) is 0.51.
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