earnings
confidence high
sentiment positive
materiality 0.75
Ciena Q2 FY2025 revenue $1.13B (+23.6% YoY), GAAP EPS $0.06, non-GAAP $0.42
CIENA CORP
2025-Q2 EPS
reported $0.37
vs consensus $0.53
▼ miss
(-30.2%)
- 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).
item 2.02item 9.01