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CIEN · Ciena Corp · Earnings Call Transcripts & Audio

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$351.82 -3.10 (-0.87%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$49.66B
Shares
141.81M
Volume · Sep 30 2.66M Avg daily vol (3M) 2.25M

Ciena Corp Earnings Call Transcripts

Quarterly earnings calls for Ciena Corp (CIEN), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▼6.8% $971.01M $57.65M '22 Q4 22-12-08 ▲25.1% $1.06B $76.24M '23 Q1 23-03-06 ▲19.3% $1.13B $57.65M '23 Q2 23-06-06 ▲23% $1.07B $29.73M '23 Q3 23-08-31 ▲16.3% $1.13B $91.20M '23 Q4 23-12-07 ▼1.8% $1.04B $49.55M '24 Q1 24-03-07 ▼19.6% $910.83M −$16.85M '24 Q2 24-06-06 ▼11.8% $942.31M $14.23M '24 Q3 24-09-04 ▼0.5% $1.12B $37.03M '24 Q4 24-12-12 ▲3.3% $1.07B $44.57M '25 Q1 25-03-11 ▲23.6% $1.13B $8.97M '25 Q2 25-06-05 ▲29.4% $1.22B $50.31M '25 Q3 25-09-04 ▲20.3% $1.35B $19.49M '25 Q4 25-12-11 ▲33.1% $1.43B $150.28M '26 Q1 26-03-05 ▲39.5% $1.57B $218.22M '26 Q2 26-06-04 LATEST ▲37% $1.67B $266.42M '26 Q3 26-09-03
Earnings call
FY26 · Q3
2026-09-03
Ciena Corp (CIEN) Q3 2026 Earnings Call Transcript
Confident tone Supply constraints and capacity investments Backlog and durable multi-year demand RLS and HyperRail line systems
Revenue
$1.67B
▲ 37% YoY
Diluted EPS
$1.83
▲ 422.9% YoY
Gross margin
45.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-06-04
Ciena Corp (CIEN) Q2 2026 Earnings Call Transcript
Confident tone RLS Hyperrail and line systems AI-led demand and market growth Backlog and revenue visibility
Revenue
$1.57B
▲ 39.5% YoY
Diluted EPS
$1.49
▲ 2383.3% YoY
Gross margin
44.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-03-05
Ciena Corp (CIEN) Q1 2026 Earnings Call Transcript
Confident tone Scale Across and inter-data-center connectivity Revenue guidance and outlook Service provider and cloud provider business
Revenue
$1.43B
▲ 33.1% YoY
Diluted EPS
$1.03
▲ 232.3% YoY
Gross margin
43.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-12-11
Ciena Corp (CIEN) Q4 2025 Earnings Call Transcript
Confident tone Record financial results AI-driven cloud provider demand Data center architecture (scale across, scale out, scale up)
Revenue
$1.35B*
▲ 20.3% YoY
Gross margin
42.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-09-04
Ciena Corp (CIEN) Q3 2025 Earnings Call Transcript
Confident tone Service provider spending Cloud provider / hyperscaler wins WaveLogic 6 technology lead
Revenue
$1.22B
▲ 29.4% YoY
Diluted EPS
$0.35
▲ 250% YoY
Gross margin
41.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-06-05
Ciena Corp (CIEN) Q2 2025 Earnings Call Transcript
Confident tone WaveLogic and coherent optical technology Gross margin and cost outlook Cloud provider / AI demand
Revenue
$1.13B
▲ 23.6% YoY
Diluted EPS
$0.06
Gross margin
40.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-03-11
Ciena Corp (CIEN) Q1 2025 Earnings Call Transcript
Confident tone CPO / inside data center optionality Service provider recovery Interconnects / data center expansion
Revenue
$1.07B
▲ 3.3% YoY
Diluted EPS
$0.31
▼ 8.8% YoY
Gross margin
44.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-12-12
Ciena Corp (CIEN) Q4 2024 Earnings Call Transcript
Positive tone Cloud and AI demand Service provider demand recovery Data center opportunity
Revenue
$1.12B*
▼ 0.5% YoY
Gross margin
40.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-09-04
Ciena Corp (CIEN) Q3 2024 Earnings Call Transcript
Positive tone Service provider recovery 400G ZR pluggables competition Cloud provider demand and AI-driven traffic
Revenue
$942.31M
▼ 11.8% YoY
Diluted EPS
$0.10
▼ 50% YoY
Gross margin
42.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-06-06
Ciena Corp (CIEN) Q2 2024 Earnings Call Transcript
Positive tone Service provider inventory digestion and recovery Cloud provider growth and design wins AI as bandwidth demand driver
Revenue
$910.83M
▼ 19.6% YoY
Diluted EPS
$-0.12
▼ 131.6% YoY
Gross margin
42.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-03-07
Ciena Corp (CIEN) Q1 2024 Earnings Call Transcript
Positive tone Service provider order delays Long-term financial targets and backlog normalization Cloud provider growth and AI opportunity
Revenue
$1.04B
▼ 1.8% YoY
Diluted EPS
$0.34
▼ 33.3% YoY
Gross margin
45.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-12-07
Ciena Corp (CIEN) Q4 2023 Earnings Call Transcript
Revenue
$1.13B*
▲ 16.3% YoY
Gross margin
43.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-08-31
Ciena Corp (CIEN) Q3 2023 Earnings Call Transcript
Revenue
$1.07B
▲ 23% YoY
Diluted EPS
$0.20
▲ 185.7% YoY
Gross margin
42.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-06-06
Ciena Corp (CIEN) Q2 2023 Earnings Call Transcript
Revenue
$1.13B
▲ 19.3% YoY
Diluted EPS
$0.38
▲ 52% YoY
Gross margin
43.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-03-06
Ciena Corp (CIEN) Q1 2023 Earnings Call Transcript
Revenue
$1.06B
▲ 25.1% YoY
Diluted EPS
$0.51
▲ 75.9% YoY
Gross margin
43.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-12-08
Ciena Corp (CIEN) Q4 2022 Earnings Call Transcript
Revenue
$971.01M*
▼ 6.8% YoY
Gross margin
44.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-09-01
Ciena Corp (CIEN) Q3 2022 Earnings Call Transcript
Revenue
$867.98M
▼ 12.2% YoY
Diluted EPS
$0.07
▼ 95.4% YoY
Gross margin
39.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-06-02
Ciena Corp (CIEN) Q2 2022 Earnings Call Transcript
Revenue
$949.23M
▲ 13.8% YoY
Diluted EPS
$0.25
▼ 62.1% YoY
Gross margin
42.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-03-07
Ciena Corp (CIEN) Q1 2022 Earnings Call Transcript
Revenue
$844.44M
▲ 11.5% YoY
Diluted EPS
$0.29
▼ 17.1% YoY
Gross margin
45.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-12-09
Ciena Corp (CIEN) Q4 2021 Earnings Call Transcript
Revenue
$1.04B*
▲ 25.7% YoY
Gross margin
45.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-09-02
Ciena Corp (CIEN) Q3 2021 Earnings Call
Revenue
$988.14M
▲ 1.2% YoY
Diluted EPS
$1.52
▲ 67% YoY
Gross margin
48.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-06-03
Ciena Corp (CIEN) Q2 2021 Earnings Call Transcript
Revenue
$833.93M
▼ 6.7% YoY
Diluted EPS
$0.66
▲ 11.9% YoY
Gross margin
49.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-03-04
Ciena Corp (CIEN) Q1 2021 Earnings Call Transcript
Revenue
$757.13M
▼ 9.1% YoY
Diluted EPS
$0.35
▼ 12.5% YoY
Gross margin
47.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-12-10
Ciena Corp (CIEN) Q4 2020 Earnings Call Transcript
Revenue
$828.48M*
▼ 14.4% YoY
Gross margin
48.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-09-03
Ciena Corp (CIEN) Q3 2020 Earnings Call Transcript
Revenue
$976.71M
▲ 1.7% YoY
Diluted EPS
$0.91
▲ 65.5% YoY
Gross margin
47.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-06-04
Ciena Corp (CIEN) Q2 2020 Earnings Call Transcript
Revenue
$894.05M
▲ 3.4% YoY
Diluted EPS
$0.59
▲ 78.8% YoY
Gross margin
46.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-03-05
Ciena Corp (CIEN) Q1 2020 Earnings Call Transcript
Revenue
$832.91M
▲ 7% YoY
Diluted EPS
$0.40
▲ 90.5% YoY
Gross margin
44.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts CIK 936395 CUSIP 171779309 13F (30d) 17 filings 15 filers Visit website Investor relations