Ciena Corporation (CIEN) Presents at 28th Annual Needham Growth Conference Transcript

Core Insights - The company initially guided for 8% to 11% growth but ended up delivering an impressive 19% growth, indicating significant outperformance [1] - The primary driver of this growth was attributed to advancements in AI, which positively impacted various customer segments and the overall portfolio [2] Group 1 - The company experienced a strong year, leading to continuous upward revisions of revenue guidance throughout the year [1] - The rebound of service providers contributed positively after a few years of challenges [2]