{"filings":[{"id":1000597,"accession_number":"0001193125-26-267607","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2026-06-11T20:21:49+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Ciena closes $2.875B zero-coupon convertible notes offering; repays $1.14B term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal $2.875B (incl. $375M over-allotment), 0.00% coupon, due Sept 2031.","Initial conversion price ~$746.66/share (60% premium over $466.67 June 8 close).","Net proceeds ~$2.72B; $1.14B to repay term loan, $140M to repurchase 0.3M shares.","Entered convertible note hedge and warrant transactions; effective conversion price after hedges $1,000/share.","Credit agreement amended: revolving facility maturity extended to Oct 2030, interest rate margins adjusted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":900156,"accession_number":"0001193125-26-260665","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2026-06-08T11:08:08+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ciena announces $2.0B convertible notes offering to repay term loan and buy back stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offers $2.0B aggregate principal of convertible senior notes due 2031; initial purchasers have $300M over-allotment option.","Net proceeds used to repay $1.14B outstanding term loan, repurchase up to $140M common stock, and pay hedge/warrant costs.","Expects to enter convertible note hedge and warrant transactions to reduce potential dilution from conversion.","Amends credit agreement to extend revolving facility maturity to Oct 2030 and adjust interest rate margins and commitment fees.","Offering and credit agreement amendment are cross-conditional on repayment of existing term loan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":842957,"accession_number":"0001628280-26-040614","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2026-06-04T11:05:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q2 FY2026 revenue $1.57B (+40% YoY), adjusted EPS $1.64 (+290%), raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.57B, up 40% YoY from $1.13B; GAAP EPS $1.49 vs $0.06; adjusted EPS $1.64 vs $0.42 (290% increase).","Raises FY2026 revenue guidance to $6.3B +/- $100M (midpoint +32% YoY); Q3 guidance $1.625B +/- $50M.","Adjusted gross margin 44.9% vs 41.0% YoY; adjusted operating margin 19.5% vs 8.2% YoY.","CEO cites AI-driven demand for high-speed connectivity as structural growth driver."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116202,"accession_number":"0001628280-26-022342","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ciena stockholders elect three directors, ratify auditor, approve say-on-pay at 2026 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors elected: Olsen (104.6M for, 15.4M against), Puma (114.2M for, 5.7M against), Smith (118.7M for, 1.3M against).","Ratification of PwC as independent auditor for fiscal 2026 approved with 123.1M for, 5.4M against, 72.9K abstain.","Advisory vote on executive compensation approved with 114.5M for, 5.4M against, 174.4K abstain; 8.5M broker non-votes.","Broker non-votes of 8.5M shares did not affect outcomes; all proposals passed as recommended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116201,"accession_number":"0001628280-26-015006","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q1 revenue $1.43B (+33% YoY); adjusted EPS $1.35 (+111% YoY); raises FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.43B, up 33% YoY; GAAP EPS $1.03, adjusted EPS $1.35, up 111% YoY.","Q2 revenue guidance $1.5B ± $50M; FY26 revenue raised to $5.9B–$6.3B (midpoint +28% YoY).","Adjusted gross margin 44.7% (flat YoY); adjusted op margin 17.9% (up 560 bps YoY).","Adjusted EBITDA $287M, up 84% YoY; record Q1 backlog cited; AI-driven demand strong."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1427042000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132650,"accession_number":"0001628280-25-056425","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q4 FY2025 revenue $1.35B (+20% YoY); guides FY2026 revenue $5.7-6.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.352B, up 20% YoY; FY2025 revenue $4.77B, up 19% YoY.","GAAP diluted EPS $0.13; adjusted EPS $0.91 in Q4. FY2025 GAAP EPS $0.85; adjusted $2.64.","Q1 FY2026 revenue guidance $1.35B-$1.43B; non-GAAP gross margin 43%-44%.","FY2026 revenue guidance $5.7B-$6.1B; targeting non-GAAP operating margin ~17%.","CEO cites demand from cloud and service providers and expanding AI ecosystem role."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":4769507000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132649,"accession_number":"0001628280-25-055133","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ciena enters renewed change in control severance agreements with executives through Nov 2028","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Effective Nov 30, 2025, Ciena entered revised change in control severance agreements with CEO Gary Smith, CFO Marc Graff, and other named executives.","Terms substantially equivalent to prior agreements; severance benefits unchanged; fixed term through Nov 30, 2028.","Clarifications include integration with Executive Compensation Clawback Policy and Section 409A compliance.","Previous three-year agreements expired on Nov 30, 2025; renewal is part of standard three-year review cycle."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132648,"accession_number":"0001628280-25-044494","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ciena completes acquisition of Nubis Communications for AI interconnect tech","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Acquisition closed October 7, 2025; Nubis is privately held.","Nubis specializes in ultra-compact, low-power optical/electrical interconnects for AI workloads.","No deal value or financial terms disclosed in the filing.","Expected to strengthen Ciena's portfolio for AI-driven networking."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149172,"accession_number":"0001628280-25-042266","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ciena acquires Nubis Communications for $270M all-cash to boost AI data center interconnects","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash purchase price of $270 million, subject to customary working capital adjustments.","Expected to close in Ciena's fiscal Q4 2025; approved by both boards and Nubis shareholders.","Nubis brings CPO/NPO optical modules up to 6.4 Tb/s and electrical ACC for 200 Gb/s per lane up to 4 meters.","Adds over 50 engineers with deep optical/electrical interconnect expertise to Ciena's R&D team.","Deal expands Ciena's inside-the-data-center portfolio to address growing AI workload demands."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149171,"accession_number":"0000936395-25-000037","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q3 FY2025 revenue up 29% to $1.22B; GAAP EPS $0.35, adjusted EPS $0.67","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $50.3M ($0.35/diluted share) vs $14.2M ($0.10) a year ago; adjusted net income $96.2M ($0.67).","Revenue $1.22B (+29.4% YoY); Optical Networking $815.5M (66.9%), Routing & Switching $125.9M.","Operating cash flow $174.3M; cash and investments $1.39B; repurchased ~1M shares for $81.8M.","CEO highlights accelerated customer demand for high-speed connectivity and AI; visibility well into FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":3417523000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168177,"accession_number":"0000936395-25-000029","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ciena appoints Marc D. Graff as CFO effective Aug 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marc D. Graff named SVP and CFO, reporting to CEO Gary B. Smith, effective August 1, 2025.","Graff brings nearly 30 years of finance experience, most recently as CFO at Altera (Intel subsidiary).","Compensation: $650K base salary, target 100% cash bonus, $1.95M sign-on bonus, $10.486M equity grant.","Outgoing CFO James E. Moylan Jr. retires after 16+ years; effective August 28, 2025, to assist transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168176,"accession_number":"0000936395-25-000023","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q2 FY2025 revenue $1.13B (+23.6% YoY), GAAP EPS $0.06, non-GAAP $0.42","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.13B up 23.6% YoY; Optical Networking $773.6M (68.7% of total) drove growth.","GAAP net income $9.0M ($0.06 diluted EPS) vs net loss $(16.8M) a year ago; adjusted net income $60.7M ($0.42 EPS).","Adjusted EBITDA $116.7M, up 36% YoY; cash flow from operations $156.9M.","Repurchased ~1.2M shares for $84.3M during the quarter.","Two customers combined for 23.9% of revenue; Americas $833.8M (74.1% of total)."],"consensus_eps_estimate":0.5298,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":2198138000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168175,"accession_number":"0000936395-25-000015","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ciena shareholders elect directors, ratify PwC, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors Lawton W. Fitt (111.2M for, 10.2M against) and Devinder Kumar (116.7M for, 4.7M against) elected for three-year terms.","Ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2025 passed with 124.98M for, 4.93M against.","Advisory vote on named executive officer compensation approved with 114.79M for, 6.60M against; broker non-votes of 8.46M on director and say-on-pay items.","All three proposals passed by majority of votes cast at the March 27, 2025 meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185378,"accession_number":"0000936395-25-000005","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q1 revenue $1.07B (+3.3% YoY); adjusted EPS $0.64 vs $0.66; GAAP EPS $0.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.07B, up 3.3% YoY; GAAP net income $44.6M ($0.31 diluted EPS) vs $49.5M ($0.34) prior year.","Adjusted (non-GAAP) net income $94.0M ($0.64 diluted EPS) vs $96.8M ($0.66) in Q1 FY2024.","Optical networking revenue $728M (+4.6% YoY); Routing and Switching down 16.3% to $93.2M.","Americas revenue up 10.8% to $795.7M (74.2% of total); EMEA down 23.9% to $157.9M.","Repurchased ~1.0M shares for $79.2M; cash & investments $1.32B; operating cash flow $103.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1072260000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185377,"accession_number":"0001193125-25-009588","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Ciena refinances $1.16B term loan with new 2025 Term Loan due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced $1.16B Existing Term Loan with new $1.16B 2025 Term Loan due Oct 24, 2030.","New loan bears interest at SOFR+1.75% or base rate+0.75%, same as prior loan.","Proceeds used to fully repay existing loan, accrued interest, and transaction fees.","Quarterly amortization of 0.25% of principal; balance due at maturity.","Terms are substantially identical to the refinanced loan; no change in total debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201961,"accession_number":"0000936395-24-000037","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["2.02","5.02","5.03","7.01","9.01"],"status":"ready","headline":"Ciena Q4 revenue $1.12B, GAAP EPS $0.25, adjusted EPS $0.54; Exec Chair Nettles to retire, Fitt new Chair","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.124B (-0.5% YoY); GAAP EPS $0.25, adjusted EPS $0.54 (vs $0.62 and $0.75 YoY).","FY2024 revenue $4.015B (-8.5% YoY); GAAP EPS $0.58, adjusted EPS $1.82 (vs $1.71 and $2.72). Repurchased 2.1M shares for $132M.","Patrick Nettles stepped down as Exec Chair, will retire after 2025 meeting; Lawton Fitt appointed independent Chair; CFO Moylan to assume principal accounting officer role.","Optical Networking segment revenue $779.6M (+4.2% YoY); Routing & Switching $79.4M (-38.4%). Cash from ops $514.5M for FY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":4014955000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201960,"accession_number":"0000936395-24-000035","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ciena authorizes $1 billion share repurchase program through FY2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $1.0B in common stock repurchases starting FY2025 through end of FY2027.","Shares may be bought in open market, privately, or via Rule 10b5-1 plans at management discretion.","CFO James Moylan cited confidence in business strength, cash generation, and shareholder return priority.","Program replaces existing three-year repurchase plan; funded by cash on hand or operations.","Repurchase timing depends on liquidity, cash flow, stock price; program may be modified or suspended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218003,"accession_number":"0000936395-24-000030","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Ciena Q3 revenue down 11.8% to $942.3M; adj EPS $0.35; CFO Moylan to retire Aug 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $942.3M, down 11.8% YoY from $1.07B.","GAAP EPS $0.10; adjusted EPS $0.35; down from $0.20 GAAP and $0.59 adjusted YoY.","Optical Networking revenue $606.8M (64.4% of total) vs $719M (67.3%) prior year.","CFO James E. Moylan to retire Aug 28, 2025 after 16 years; successor search underway.","Cash flow from operations -$159.4M; cash and investments $1.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":2890843000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237943,"accession_number":"0000936395-24-000022","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q2 revenue falls 19.6% YoY to $910.8M; posts GAAP loss of $0.12/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $910.8M down 19.6% YoY from $1.13B; GAAP net loss of $16.8M vs. income of $57.7M last year.","Adjusted EPS of $0.27 down 64% from $0.74 a year ago; adjusted operating margin 6.8% vs. 13.8%.","Optical Networking revenue $560.2M (61.5% of total), down from $784.5M in Q2 2023 (69.3%).","Repurchased 1.1M shares for $57M during quarter; cash from operations $58.5M; cash & investments $1.42B.","Management cites service providers working through inventory amid strong bandwidth demand."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":1948535000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237942,"accession_number":"0000936395-24-000014","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ciena VP & Principal Accounting Officer Petrik to retire effective April 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["VP & Principal Accounting Officer Andrew C. Petrik notified retirement effective April 25, 2025.","Petrik has served since 1996 and will remain in role through effective date to assist transition.","No successor named; company expects orderly handover over next 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255418,"accession_number":"0000936395-24-000012","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Ciena stockholders approve 10.1M share increase to 2017 Omnibus Incentive Plan and elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected: Hassan Ahmed (116.6M for), Bruce Claflin (113.9M), Patrick Gallagher (104.9M), Michael Nevens (120.2M), Mary Puma (108.6M).","Shareholders approved amendment to increase shares available under the 2017 Plan by 10.1M and extend recoupment period for accounting restatements from 12 months to 3 years.","Certificate of incorporation amendment approved to provide officer exculpation (110.5M for, 11.2M against).","Ratification of PricewaterhouseCoopers as independent auditor for fiscal 2024 with 120.2M votes for.","Advisory vote on executive compensation approved with 109.6M for, 12.0M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255417,"accession_number":"0000936395-24-000006","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q1 revenue $1.04B, down 1.8% YoY; GAAP EPS $0.34, adjusted EPS $0.66","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $1.037B, down 1.8% YoY from $1.056B; GAAP net income $49.5M ($0.34/shr) vs $76.2M ($0.51/shr) prior year.","Adjusted (non-GAAP) net income $96.8M ($0.66/shr) vs $95.6M ($0.64/shr); adjusted gross margin 45.7% up from 43.7%.","Cash from operations $266.1M; cash and investments $1.48B; repurchased 691K shares for $32M during quarter.","CEO notes service provider inventory digestion taking longer than expected, but remains confident in long-term bandwidth demand."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1037709000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272890,"accession_number":"0000936395-23-000041","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q4 revenue $1.13B, up 16% YoY; GAAP EPS $0.62, adjusted $0.75; annual rev up 21%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.13B (vs $971M prior year); GAAP net income $91.2M ($0.62/share), adjusted net income $111.2M ($0.75/share).","Fiscal 2023 revenue $4.39B, up 20.8% YoY; GAAP EPS $1.71, adjusted EPS $2.72.","Optical Networking segment revenue $748M (66.2% of total); Routing and Switching $129M (11.4%).","Repurchased ~4.2M shares for $188.8M during Q4; cash and investments ended at $1.25B.","Two customers combined for 29.7% of Q4 revenue; headcount 8,483."],"consensus_eps_estimate":null,"consensus_eps_actual":1.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":4386549000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272889,"accession_number":"0001193125-23-263172","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Ciena refinances ~$1.17B in term loans, replaces $300M ABL with new revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New senior secured term loan of $1.17B due October 2030 bears interest at SOFR+2.00% or base+1.00%.","Proceeds plus cash on hand used to repay existing $668.7M 2025 and $497.5M 2030 term loans in full.","New $300M revolver replaces existing ABL facility, with option to increase to $450M and matures October 2028.","ABL Credit Agreement terminated; no loans outstanding at termination; letters of credit of ~$65.1M transferred.","Financial covenants include max Total Secured Net Leverage Ratio of 3.50x before investment grade event."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272888,"accession_number":"0000936395-23-000037","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-10-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ciena appoints DiPerna and Gage to executive team; McFeely transitions to advisory role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott McFeely resigns as SVP Global Products & Services, effective Oct 27, and moves to advisory role on exec leadership team.","Dino DiPerna promoted to SVP Global R&D, previously VP of R&D for optical portfolio including WaveLogic coherent tech.","Brodie Gage promoted to SVP Global Products and Supply Chain, overseeing product line management, supply chain, and SE&I.","Both DiPerna and Gage report to CEO Gary Smith; appointments effective Oct 27, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289731,"accession_number":"0000936395-23-000030","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-08-31T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Ciena Q3 revenue up 23% to $1.07B; adj. EPS $0.59 vs $0.33 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.07B (+23% YoY); GAAP net income $29.7M ($0.20 EPS) vs $10.5M ($0.07).","Adj. net income $89.1M ($0.59 EPS) vs $49.0M ($0.33); adj. gross margin 42.7% (+2.7pp).","Repurchased ~1.4M shares for $61.2M; cash & investments $1.28B.","Board appointed Mary G. Puma, former Axcelis CEO, to Class II directorship eff. Aug 30."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":3257062000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310621,"accession_number":"0000936395-23-000024","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-06-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q2 FY2023 revenue $1.13B, EPS $0.74 adj; beats prior year on supply chain improvement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.13B (+19.3% YoY); GAAP EPS $0.38 vs $0.25; adj. EPS $0.74 vs $0.50.","Adj. gross margin 43.7% (+0.7pp); adj. operating margin 13.8% (+2.5pp); adj. EBITDA $180.6M (+39.7%).","Networking Platforms revenue $914.9M (+24.6% YoY), driven by Converged Packet Optical $784.5M.","Cash from operations $229.8M; cash & investments $1.34B.","CEO cites improved supply chain dynamics enabling higher shipments; confident in market share gains."],"consensus_eps_estimate":null,"consensus_eps_actual":0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":2189176000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310620,"accession_number":"0001193125-23-093438","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-04-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ciena reaffirms fiscal Q2 and FY 2023 guidance; no change to prior outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms Q2 revenue $1,035M-$1,115M, adjusted gross margin low 40s%, adjusted op expense ~$335M.","Reaffirms FY 2023 revenue growth 20-22%, adjusted gross margin 42-44%, adjusted op expense ~$330M/quarter.","Also reaffirms demand environment and normalization of backlog/inventory dynamics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310619,"accession_number":"0000936395-23-000018","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-04-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ciena stockholders elect directors, ratify auditor, approve say-on-pay at 2023 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Joanne B. Olsen (110M for) and Gary B. Smith (120M for) as Class II directors for three-year terms.","Ratified PricewaterhouseCoopers LLP as independent auditor for FY2023 with 126M votes for, 7.8M against.","Advisory vote on executive compensation approved: 113.4M for, 11.6M against, with 9.2M broker non-votes.","Advisory vote on frequency of say-on-pay: ~121.2M votes favored every one year; board adopts annual vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329258,"accession_number":"0000936395-23-000009","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q1 FY2023 revenue $1.06B (+25% YoY); GAAP EPS $0.51, adj. 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Rothenstein as SVP, Chief Strategy Officer and Corporate Secretary","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective January 30, 2023; Rothenstein had served in the role on an acting basis since March 2022.","Rothenstein will lead strategic planning, M&A, alliances, partnerships, and venture capital investments.","Rothenstein resigned his prior role as Senior Vice President and General Counsel, effective same date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329254,"accession_number":"0001193125-23-012175","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2023-01-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Ciena adds $500M term loan with 2030 maturity; proceeds for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Ciena incurred $500M incremental term loan; net proceeds ~$494M after fees and expenses.","Matures Jan 19, 2030; quarterly amortization of 0.25% of principal, balance at maturity.","Interest at SOFR plus 2.50% or base rate plus 1.50%; subject to floors of 0% and 1% respectively.","Proceeds for general corporate purposes; existing $694M term loan remains outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346871,"accession_number":"0000936395-22-000058","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q4 revenue $971M, down 6.8% YoY; GAAP EPS $0.39, adjusted $0.61; sees FY23 growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $971M, below prior year $1.04B; FY2022 revenue $3.63B flat YoY.","GAAP net income $57.6M ($0.39/share) vs $103.5M ($0.66) prior year; adjusted $90.9M ($0.61).","Converged Packet Optical revenue $649.9M (66.9% of total) vs $754.6M; Routing & Switching $102.8M.","GAAP gross margin 44.7% (down 110bps YoY); adjusted gross margin 45.2%.","CEO expects outsized revenue growth in FY2023 driven by strong backlog and gradual supply improvements."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":3632661000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346870,"accession_number":"0000936395-22-000055","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-11-22T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Ciena acquires Benu Networks, agrees to buy Tibit Communications for $210M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Benu Networks (cloud-native vBNG software) for undisclosed sum; closed in fiscal Q1 2023.","Agreed to acquire remaining Tibit Communications shares for ~$210M cash, debt-free; close expected in fiscal Q1 2023.","Tibit supplies open microplug OLT PON tech; Ciena was largest investor and customer.","Acquisitions add 60+ engineers; target broadband access (residential, enterprise, fixed-wireless)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363256,"accession_number":"0000936395-22-000049","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-09-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q3 revenue down 12% YoY to $868M; adjusted EPS $0.33 vs $0.92; cites supplier shortages","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $868.0M, down 12.2% YoY from $988.1M; GAAP EPS $0.07 vs $1.52 (prior year had $124.2M tax benefit).","Adjusted (non-GAAP) net income $49.0M ($0.33/diluted share) vs $144.9M ($0.92) a year ago.","GAAP gross margin fell to 39.3% from 48.0%; adjusted gross margin 40.0% vs 48.5%.","CEO cites late delivery and substantially lower-than-committed volumes from a small number of suppliers.","Repurchased 3.2M shares for $155M during the quarter; cash and investments $1.3B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":2661651000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383015,"accession_number":"0000936395-22-000042","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena Q2 revenue $949M (+14% YoY); GAAP EPS $0.25, adj. 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Cash and investments $1.7B.","CEO cites strong orders growth; expects supply chain capacity improvement in H2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":844443000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400841,"accession_number":"0000936395-22-000016","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ciena pre-announces Q1 revenue $840-850M, below guidance; maintains FY2022 growth target of 11-13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue expected $840-850M vs prior guidance of $870-910M due to late-quarter supply chain disruptions.","Adjusted gross margin ~45-46%, at high end of prior 43-46% guidance.","GAAP operating expense ~$324M; adjusted ~$290M, in line with guidance.","Company reiterates FY2022 revenue growth guidance of 11-13% year-over-year.","CEO cites 'unprecedented demand' but supply chain constraints reduced ability to fully mitigate."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":844443000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400840,"accession_number":"0001193125-22-011373","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-01-18T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Ciena issues $400M of 4.00% senior notes due Jan 31, 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M aggregate principal of 4.00% senior notes due Jan 31, 2030, interest paid semi-annually.","Net proceeds of ~$395.5M after discounts and commissions; use for general corporate purposes.","Unsecured senior obligations, ranked equally with existing senior debt; guaranteed by certain domestic subsidiaries.","Callable at make-whole premium before Jan 31, 2025; thereafter at specified redemption prices; change-of-control put at 101%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400839,"accession_number":"0000936395-22-000006","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-01-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ciena prices $400M of 4.00% senior notes due 2030 in private offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M aggregate principal amount of 4.00% senior notes due January 31, 2030.","Interest payable semi-annually on Jan 31 and Jul 31, starting Jul 31, 2022.","Closing expected on or about January 18, 2022, subject to customary conditions.","Notes guaranteed by certain domestic subsidiaries; net proceeds for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400838,"accession_number":"0000936395-22-000004","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ciena launches private offering of senior notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Private offering of senior notes due 2030; guaranteed by certain domestic subsidiaries.","Proceeds to be used for general corporate purposes subject to market conditions.","Offered to QIBs under Rule 144A and non-US persons under Regulation S; unregistered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419811,"accession_number":"0001193125-21-356718","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2021-12-14T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Ciena enters $250M accelerated share repurchase agreement with Goldman Sachs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Initial delivery of ~2.7 million shares (80% of expected repurchase, based on $74.12 close on Dec 13).","Repurchase is part of the previously announced $1.0 billion share buyback program.","Final settlement expected in fiscal quarter ending April 30, 2022; funded from cash on hand.","ASR mechanism uses daily VWAP less discount, with potential adjustments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419810,"accession_number":"0000936395-21-000048","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2021-12-09T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Ciena Q4 revenue up 25.7% YoY to $1.04B; adjusted EPS $0.85, +41.7%; authorizes $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $1.0415B, up 25.7% YoY; full-year revenue $3.62B, up 2.5%.","GAAP net income $103.5M ($0.66/diluted share); adjusted net income $132.7M ($0.85/diluted share).","Board authorized repurchase of up to $1.0B of common stock, replacing prior program; intends $250M accelerated share repurchase.","Cash flow from operations $254.9M in Q4; cash and investments $1.7B.","Networking Platforms revenue $828.8M, 79.6% of total; Americas revenue $748.7M (71.9% of total)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":3620684000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419809,"accession_number":"0000936395-21-000046","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ciena completes acquisition of AT&T's Vyatta virtual routing technology","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Acquired AT&T's Vyatta virtual routing and switching technology, completed Oct 31, 2021.","The acquisition aims to bolster Ciena's software-defined networking and edge offerings.","Vyatta technology supports virtual CPE and network functions virtualization (NFV).","Financial terms of the deal were not disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":82305195619.45184,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437363,"accession_number":"0000936395-21-000036","cik":936395,"company_name":"CIENA CORP","ticker":"CIEN","form_type":"8-K","filed_at":"2021-09-02T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Ciena Q3 revenue $988M, adj. 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