earnings
confidence high
sentiment positive
materiality 0.85
Ciena Q4 FY2025 revenue $1.35B (+20% YoY); guides FY2026 revenue $5.7-6.1B
CIENA CORP
2025-FY EPS reported
$0.85
revenue$4,769,507,000
- 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.
item 2.02item 9.01