{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-040614","form_type":"8-K","ticker":"CIEN","cik":"0000936395","company_name":"CIENA CORP","filed_at":"2026-06-04T11:05:06+00:00","discovered_at":"2026-06-04T11:10:00.264127+00:00","generated_at":"2026-06-04T11:10:20.896504+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 Q2 FY2026 revenue $1.57B (+40% YoY), adjusted EPS $1.64 (+290%), raises FY guidance","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-040614","json":"https://secwatch.observer/filing/0001628280-26-040614.json","markdown":"https://secwatch.observer/filing/0001628280-26-040614.md","text":"https://secwatch.observer/filing/0001628280-26-040614.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/936395/000162828026040614/0001628280-26-040614-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/936395/000162828026040614/cien-20260604.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T11:10:20.896504+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":"884ed02e4fe54f64a10fe4db91dc808d7fee0ba6","claim":"CIENA CORP reported fiscal second quarter ended May 2, 2026 results: revenue $1.57 billion, net income $1.49 GAAP and $1.64 adjusted (non-GAAP) for the fiscal second quarter 2026, EPS $1.64 adjusted (non-GAAP).","evidence_excerpt":"on that site. --- EX-99.1 (EX-99.1) --- FOR IMMEDIATE RELEASE Ciena Reports Fiscal Second Quarter 2026 Financial Results Summary • Fiscal second quarter 2026 revenue was $1.57 billion, up 40% year-over-year • Fiscal second quarter 2026 adjusted Earnings Per Share (EPS) was $1.64, an increase of 290% compared to fiscal second quarter 2025 • Providing revenue","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936395/000162828026040614/0001628280-26-040614-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal second quarter ended May 2, 2026"},{"label":"Revenue","value":"$1.57 billion"},{"label":"Net income","value":"$1.49 GAAP and $1.64 adjusted (non-GAAP) for the fiscal second quarter 2026"},{"label":"EPS","value":"$1.64 adjusted (non-GAAP)"},{"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"}