Ciena (CIEN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Ciena reported a revenue of $1.35 billion for the quarter ended October 2025, reflecting a year-over-year increase of 20.3% and surpassing the Zacks Consensus Estimate by 4.95% [1] - The earnings per share (EPS) for the quarter was $0.91, compared to $0.54 in the same quarter last year, resulting in an EPS surprise of 18.18% over the consensus estimate of $0.77 [1] Revenue Performance - Total Networking Platforms revenue reached $1.05 billion, exceeding the average estimate of $988.48 million, with a year-over-year growth of 22% [4] - Total Global Services revenue was $177.3 million, surpassing the estimated $168.47 million, marking a 24.9% increase year-over-year [4] - Software and Services revenue totaled $127.1 million, below the average estimate of $138.53 million, but still showing a 3.3% increase from the previous year [4] - Networking Platforms revenue from Routing and Switching was $118.4 million, exceeding the estimate of $110.82 million, with a significant year-over-year increase of 49.1% [4] - Optical Networking revenue was $929.2 million, surpassing the average estimate of $875.87 million, reflecting a 19.2% year-over-year growth [4] - Total Products revenue was $1.09 billion, above the estimated $1.03 billion, indicating a 22.4% increase compared to the previous year [4] - Blue Planet Automation Software and Services revenue was $33.8 million, slightly above the estimate of $33.6 million, with a year-over-year growth of 43.8% [4] - Platform Software and Services revenue was $93.3 million, below the average estimate of $109.24 million, showing a decline of 6.3% year-over-year [4] - Services revenue was $259.53 million, slightly exceeding the estimate of $258.17 million, with a year-over-year increase of 12% [4] Profitability Metrics - Gross profit from Products was $462.3 million, surpassing the estimated $421.34 million [4] - Gross profit from Services was $114.88 million, below the average estimate of $128.49 million [4] Stock Performance - Ciena's shares have returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change, and the stock currently holds a Zacks Rank 2 (Buy) [3]