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Ciena Corporation (CIEN)
:CIEN
Earnings Data
Report Date
Sep 04, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.53Last Year’s EPS
0.35Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 05, 2025
|% Change Since: -13.32%
|Next Earnings Date:Sep 04, 2025
Earnings Call Sentiment|Positive
Ciena Corporation reported robust revenue growth and strong demand, particularly from cloud providers, underscoring its market leadership. However, challenges such as tariff impacts and lower gross margin guidance due to product mix slightly dampened the otherwise positive financial performance.Company Guidance
During Ciena Corporation's fiscal second quarter 2025 earnings call, the company reported strong financial results with revenue reaching $1.13 billion, at the high end of their guidance. This growth was driven by significant demand from cloud providers, accounting for 38% of total revenue and marking an 85% year-over-year increase, surpassing $400 million in a single quarter for the first time. Ciena's adjusted gross margin stood at 41%, and despite the impact of tariffs, the company managed to generate $157 million in cash from operations. The adjusted operating margin was reported at 8.2%, with adjusted net income of $61 million and adjusted earnings per share (EPS) of $0.42. Ciena also highlighted the success of their WaveLogic technology, adding 24 new WaveLogic 6 Extreme customers, and projecting that cloud provider orders could potentially double in fiscal 2025 as they respond to accelerating investments in AI infrastructure. Looking forward, Ciena increased their fiscal 2025 revenue growth guidance to approximately 14% while expecting annual gross margins at the lower end of the 42% to 44% range, driven by product mix and new solutions.Strong Revenue Performance
Ciena Corporation reported revenue of $1.13 billion for Q2 2025, reaching the high end of guidance and demonstrating strong demand across all customer segments and geographic regions.
Growth in Cloud Provider Revenue
Revenue from cloud providers comprised 38% of total revenue, growing 85% year over year, with more than $400 million in a single quarter, driven by investments in AI infrastructure.
Record Orders and Market Leadership
Orders in Q2 were significantly greater than revenue. The company is on track for cloud provider orders to double in fiscal 2025 over last year, highlighting its leadership in network infrastructure.
Success in Optical and Software Business
Ciena's WaveLogic technology added 24 new WaveLogic 6 Extreme customers in Q2. Blue Planet achieved its highest ever quarterly revenue, reflecting successful transformation efforts.
Positive Financial Metrics
Adjusted net income was $61 million, adjusted EPS was $0.42, and the company generated $157 million in cash from operations. Shares were repurchased for $84 million.
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 |
|---|---|---|---|
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 Sep 04, 2025, TBA Not Confirmed.
What is Ciena Corporation (CIEN) earnings time?
Ciena Corporation (CIEN) earnings time is at Sep 04, 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 (Q3) is 0.53.
