earnings
confidence high
sentiment positive
materiality 0.85
Ciena Q2 FY2026 revenue $1.57B (+40% YoY), adjusted EPS $1.64 (+290%), raises FY guidance
CIENA CORP
- Revenue $1.57B, up 40% YoY from $1.13B; GAAP EPS $1.49 vs $0.06; adjusted EPS $1.64 vs $0.42 (290% increase).
- Raises FY2026 revenue guidance to $6.3B +/- $100M (midpoint +32% YoY); Q3 guidance $1.625B +/- $50M.
- Adjusted gross margin 44.9% vs 41.0% YoY; adjusted operating margin 19.5% vs 8.2% YoY.
- CEO cites AI-driven demand for high-speed connectivity as structural growth driver.