earnings
confidence high
sentiment positive
materiality 0.85
Ciena Q3 FY26 revenue up 37% to $1.67B; adjusted EPS $2.11, up 215% YoY
CIENA CORP
- Revenue $1.67B, up 37% YoY from $1.22B; GAAP EPS $1.83 vs $0.35 prior year.
- Adjusted EPS $2.11 vs $0.67 YoY; non-GAAP gross margin 46.4% vs 41.9%.
- Q4 FY26 guidance: revenue $1.75B ± $50M; non-GAAP operating margin ~20%.
- FY26 revenue guidance raised to $6.42B ± $50M, a 35% YoY increase at midpoint.
- CEO Gary Smith cites AI-driven network investment demand as key growth driver.