Symbols

CIEN

Ciena·NYSE

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CIEN fundamentals

CIEN Q1 2026 Earnings

Ciena (CIEN) released its earnings on Mar 5, 2026: revenue was 1.43B (YoY +33.08%), beat estimates; EPS was 1.35 (YoY +110.94%), beat estimates.

Revenue / YoY

1.43B

+33.08%

EPS / YoY

1.35

+110.94%

Report date

Mar 5, 2026

CIEN Earnings Call Summary for Q1,2026

Record Revenue Growth: $1.43 billion (+33% YoY) driven by AI-driven connectivity and MOFN expansion.
Profitability Surge: 44.7% gross margin and $1.35 EPS, up 100% YoY, with 2026 margin target of 43.5%-44.5%.
Backlog Explosion: $7 billion backlog (+$2 billion QoQ), 80% for 2027 delivery, signaling multiyear demand.
AI Connectivity Leadership: First-to-market hyper-rail and 800G pluggables, with 3 hyperscalers using Ciena for AI training clusters.
Supply Chain Challenges: Capacity constraints expected to persist, but 2026 CapEx up 2-3x to expand manufacturing.

Earnings

EPS

Revenue

Revenue & Expenses

CIEN has released its 2026 Q1 earnings report, with revenue of 1.43B, reflecting a YoY change of 33.09%, and net profit of 150.28M, showing a YoY change of 237.17%. The Sankey diagram below clearly presents CIEN's revenue sources and cost distribution.

Key Indicators

Ciena (CIEN) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Ciena (CIEN)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Ciena (CIEN)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Ciena (CIEN)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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