{"filings":[{"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}