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]

Core Viewpoint - Analysts forecast that Ciena (CIEN) will report quarterly earnings of $0.76 per share, reflecting a year-over-year increase of 40.7%, with anticipated revenues of $1.28 billion, marking a 14.1% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter, indicating stability in analysts' forecasts [2]. - Revisions to earnings estimates are crucial for predicting investor actions regarding the stock, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Revenue- Total Networking Platforms' at $979.35 million, indicating a year-over-year change of +14% [5]. - 'Revenue- Total Global Services' is expected to reach $166.99 million, reflecting a +17.6% change from the prior-year quarter [5]. - 'Revenue- Software and Services- Total (Platform + Blue Planet Automation)' is estimated at $138.53 million, showing a +12.5% change year-over-year [6]. - 'Revenue- Networking Platforms- Routing and Switching' is forecasted at $110.82 million, with a year-over-year change of +39.6% [6]. - 'Revenue- Networking Platforms- Optical Networking' is expected to be $875.87 million, indicating a +12.4% change from the year-ago quarter [7]. - 'Revenue- Products' is projected to reach $1.02 billion, suggesting a +14.5% year-over-year change [7]. - 'Revenue- Blue Planet Automation Software and Services' is likely to be $33.60 million, reflecting a +43% year-over-year change [8]. - 'Revenue- Platform Software and Services' is forecasted at $109.24 million, indicating a +9.7% change year-over-year [8]. - 'Revenue- Services' is expected to reach $256.19 million, with a year-over-year change of +10.6% [8]. Profit Estimates - Analysts predict 'Gross profit- Products' will reach $416.35 million, compared to $346.85 million reported in the same quarter last year [9]. - The consensus estimate for 'Gross profit- Services' stands at $127.54 million, contrasting with the year-ago figure of $113.18 million [9]. Market Performance - Ciena shares have shown returns of +1.2% over the past month, aligning with the Zacks S&P 500 composite's +1.2% change [9].

Core Insights - Ciena reported $1.22 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 29.4% and exceeding the Zacks Consensus Estimate of $1.17 billion by 4% [1] - The company achieved an EPS of $0.67, up from $0.35 a year ago, resulting in an EPS surprise of 28.85% compared to the consensus estimate of $0.52 [1] Revenue Breakdown - Total Networking Platforms revenue was $941.4 million, surpassing the estimated $895.05 million, reflecting a 34.6% year-over-year increase [4] - Total Global Services revenue reached $160.2 million, exceeding the $151.98 million estimate, with a year-over-year change of 19.7% [4] - Software and Services revenue totaled $117.8 million, below the $126.04 million estimate, but still showing an 8.1% year-over-year increase [4] - Networking Platforms revenue from Routing and Switching was $125.9 million, exceeding the $100.57 million estimate, with a 35.8% year-over-year increase [4] - Optical Networking revenue was $815.5 million, surpassing the $793.3 million estimate, reflecting a 34.4% year-over-year increase [4] - Products revenue was $976.8 million, exceeding the $938.51 million estimate, with a 33.9% year-over-year increase [4] - Blue Planet Automation Software and Services revenue was $27.8 million, below the $34.49 million estimate, but showing a 7.8% year-over-year increase [4] - Platform Software and Services revenue was $90 million, slightly below the $93.94 million estimate, with an 8.2% year-over-year increase [4] - Services revenue reached $242.58 million, exceeding the $238.91 million estimate, reflecting a 14% year-over-year increase [4] Profitability Metrics - Gross profit from Products was $396.77 million, surpassing the estimated $371.31 million [4] - Gross profit from Services was $106.31 million, slightly below the estimated $112.15 million [4] Stock Performance - Ciena's shares returned +0.5% over the past month, compared to the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Ciena reported $1.13 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 23.6% and a surprise of +2.78% over the Zacks Consensus Estimate of $1.1 billion [1] - The EPS for the same period was $0.42, compared to $0.27 a year ago, but fell short of the consensus estimate of $0.52, resulting in an EPS surprise of -19.23% [1] Revenue Breakdown - Total Networking Platforms revenue was $866.30 million, exceeding the estimated $829.74 million, reflecting a +28.1% change year-over-year [4] - Total Global Services revenue reached $146.20 million, slightly above the $144.17 million estimate, with an +8.5% year-over-year change [4] - Software and Services revenue totaled $113.40 million, below the $117.98 million estimate, but still showing a +13.6% increase year-over-year [4] - Networking Platforms revenue from Routing and Switching was $92.70 million, underperforming the estimated $103.56 million, with a -20.2% change year-over-year [4] - Optical Networking revenue was $773.60 million, surpassing the $723.28 million estimate, indicating a +38.1% year-over-year increase [4] - Total Products revenue was $898.58 million, exceeding the estimated $874.35 million, reflecting a +28.1% change year-over-year [4] - Blue Planet Automation Software and Services revenue was $28 million, above the $25.43 million estimate, showing a significant +94.4% year-over-year increase [4] - Platform Software and Services revenue was $85.40 million, below the $100.05 million estimate, with no change year-over-year [4] - Services revenue reached $227.30 million, slightly above the $222.76 million estimate, with an +8.5% year-over-year change [4] Profitability Metrics - Gross profit from Products was $348.60 million, slightly below the $356.09 million estimate [4] - Gross profit from Services was $104.24 million, exceeding the $100.18 million estimate [4] Stock Performance - Ciena's shares have returned +14.4% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]