{"schema_version":"secwatch.filing_event.v1","accession":"0000936395-23-000030","form_type":"8-K","ticker":"CIEN","cik":"0000936395","company_name":"CIENA CORP","filed_at":"2023-08-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.089383+00:00","generated_at":"2026-06-11T01:45:08.828162+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ciena Q3 revenue up 23% to $1.07B; adj. EPS $0.59 vs $0.33 YoY","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000936395-23-000030","json":"https://secwatch.observer/filing/0000936395-23-000030.json","markdown":"https://secwatch.observer/filing/0000936395-23-000030.md","text":"https://secwatch.observer/filing/0000936395-23-000030.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/936395/000093639523000030/0000936395-23-000030-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/936395/000093639523000030/cien-20230831.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T01:45:08.828162+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e7115a6873670459b593bd8bf985abdc9db91202","claim":"CIENA CORP reported fiscal third quarter ended July 29, 2023 results: revenue $1.07 billion, net income $29.7 million, EPS $0.20.","evidence_excerpt":"For fiscal third quarter 2023, Ciena reported revenue of $1.07 billion as compared to $868.0 million for the fiscal third quarter 2022. Ciena's GAAP net income for the fiscal third quarter 2023 was $29.7 million, or $0.20 per diluted common share, which compares to a GAAP net income of $10.5 million, or $0.07 per diluted common share, for the fiscal third quarter 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936395/000093639523000030/0000936395-23-000030-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ended July 29, 2023"},{"label":"Revenue","value":"$1.07 billion"},{"label":"Net income","value":"$29.7 million"},{"label":"EPS","value":"$0.20"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"2c04de6aaa","claim":"Mary G. Puma was appointed as Director at CIENA CORP.","evidence_excerpt":"Effective August 30, 2023, the Board of Directors (the “Board”) of Ciena increased the size of the Board to ten directors and appointed Mary G. Puma to fill the newly created vacancy in Class II of the Board.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936395/000093639523000030/0000936395-23-000030-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}