{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-015006","form_type":"8-K","ticker":"CIEN","cik":"0000936395","company_name":"CIENA CORP","filed_at":"2026-03-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.085890+00:00","generated_at":"2026-05-15T21:19:15.039990+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Ciena Q1 revenue $1.43B (+33% YoY); adjusted EPS $1.35 (+111% YoY); raises FY26 guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-015006","json":"https://secwatch.observer/filing/0001628280-26-015006.json","markdown":"https://secwatch.observer/filing/0001628280-26-015006.md","text":"https://secwatch.observer/filing/0001628280-26-015006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/936395/000162828026015006/0001628280-26-015006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/936395/000162828026015006/cien-20260305.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T21:19:15.039990+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":"c33fffacf4372f278087685c336e0d5c65ab4dde","claim":"CIENA CORP reported fiscal first quarter 2026 results: revenue $1.43 billion, net income $1.03 GAAP and $1.35 adjusted (non-GAAP), EPS $1.03 GAAP and $1.35 adjusted (non-GAAP). Guidance raised.","evidence_excerpt":"Ciena Reports Fiscal First Quarter 2026 Financial Results Summary • Fiscal first quarter 2026 revenue was $1.43 billion, up 33% year-over-year • Fiscal first quarter 2026 adjusted Earnings Per Share (EPS) was $1.35, an increase of 111% compared to fiscal first quarter 2025 • Providing revenue guidance of $1.5 billion plus or minus $50 million for fiscal second quarter 2026 • Raising revenue guidance range for fiscal year 2026 to $5.9 billion to $6.3 billion, a 28% increase year-over-year at the midpoint","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936395/000162828026015006/0001628280-26-015006-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal first quarter 2026"},{"label":"Revenue","value":"$1.43 billion"},{"label":"Net income","value":"$1.03 GAAP and $1.35 adjusted (non-GAAP)"},{"label":"EPS","value":"$1.03 GAAP and $1.35 adjusted (non-GAAP)"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}