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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
0.77
Last Year’s EPS
0.54
Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Sep 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment, with strong revenue growth, significant industry-first wins, and a robust order book indicating high demand. The outlook for 2026 is optimistic, with expectations of continued growth. However, the strategic realignment involves a non-cash charge and a workforce reduction, which are notable lowlights.
Company Guidance
In the fiscal third quarter of 2025, Ciena Corporation reported robust financial performance with revenue reaching $1.22 billion, surpassing the high end of their guidance. The company achieved an adjusted EPS of $0.67, marking a 60% sequential and 91% year-over-year increase, highlighting their improved operating leverage. Demand remained strong, as evidenced by two 10% customers, including a global cloud provider and a tier-one service provider. The order book set a quarterly record, significantly exceeding revenue, driven by the need for high-speed connectivity to support AI infrastructure. Ciena's portfolio, with technologies like WaveLogic 6 and RLS, positions them favorably in AI network infrastructure, with expectations to double revenue from their interconnects portfolio again in FY 2026. The company anticipates a 17% year-over-year growth in fiscal 2026, with improving gross margins and a commitment to strategic investment shifts, including a focus on coherent optical systems, while deemphasizing residential broadband access development.
Strong Revenue Growth
Q3 2025 revenue was $1.22 billion, above the top end of guidance, showing an increase of 8% sequentially and nearly 30% year over year.
Record Adjusted EPS
The company delivered quarterly adjusted EPS of $0.67, up 60% sequentially and 91% year over year, demonstrating expanded operating leverage.
Robust Order Book
Q3 order book was considerably above revenue and set a new quarterly record, indicating strong demand for Ciena's products and services.
Industry-First Wins with Cloud Providers
Secured industry-first wins for AI infrastructure projects with cloud providers, expected to ramp to hundreds of millions of dollars over the next several quarters.
Positive Outlook for 2026
Ciena expects to deliver approximately 17% year on year growth in fiscal 2026, achieving the high end of its three-year revenue CAGR target one year early.

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)
0.77 / -
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
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%
Dec 12, 2024
$73.21$84.52+15.45%
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 0.77.

            Ciena (CIEN) Earnings News

            CIEN Earnings: Ciena Stock Rockets on Remarkable Q3 Results
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            CIEN Earnings: Ciena Stock Rockets on Remarkable Q3 Results
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            CIEN Earnings: Ciena Stumbles on Disappointing Q4 Earnings
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            CIEN Earnings: Ciena Stumbles on Disappointing Q4 Earnings
            10M ago
            CIEN Earnings: Ciena Reports Strong Q1 Earnings
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            CIEN Earnings: Ciena Reports Strong Q1 Earnings
            2y ago
            Ciena (NYSE:CIEN) Stock Falls Despite Upbeat Q2 Results
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            Ciena (NYSE:CIEN) Stock Falls Despite Upbeat Q2 Results
            2y ago
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