Market Movers (8-K)
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Ciena CORPCiena Corporation announced a robust fiscal third quarter 2026 with revenue soaring 37% year-over-year to $1.67 billion and adjusted EPS jumping 215% to $2.11.
Better than expected
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Ciena CORPCiena Corporation announced the pricing of an upsized $2.875 billion offering of 0.00% Convertible Senior Notes due 2031, with net proceeds used for debt repayment and corporate purposes.
Capital raise
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Ciena CORPCiena Corporation announced its intention to offer $2.0 billion in convertible senior notes due 2031 to fund debt repayment, stock repurchases, and general corporate purposes.
Capital raise
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Ciena CORPCiena Corporation announced robust fiscal second quarter 2026 financial results, with revenue up 40% year-over-year and adjusted EPS soaring 290%, leading the company to raise its full-year revenue guidance.
Better than expected
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Ciena CORPCiena Corporation announced the results of its 2026 annual meeting, where stockholders re-elected three Class II directors and approved the appointment of PricewaterhouseCoopers LLP as independent auditors.
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Ciena CORPCiena Corporation reported robust fiscal first quarter 2026 financial results, with revenue up 33% year-over-year and adjusted EPS increasing 111%, prompting an upward revision of its full-year revenue guidance.
Better than expected
Quarterly Earnings (10-Q)
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Ciena CORPCiena Corporation reported a significant 37% year-over-year revenue increase for its third fiscal quarter, driven by robust demand for its networking solutions, particularly from cloud providers.
Better than expected
Capital raise
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Ciena CORPCiena Corporation announced a significant 40% year-over-year revenue increase for Q2 2026, driven by robust demand for its networking solutions, particularly from cloud providers investing in AI infrastructure.
Better than expected
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Ciena CORPCiena Corporation reported robust first-quarter fiscal 2026 results, with revenue surging 33.1% to $1.43 billion, driven by unprecedented demand from cloud providers for AI and cloud-based applications.
Delay expected
Better than expected
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Ciena CORPCiena Corporation reported significant revenue and net income growth in its third fiscal quarter, driven by cloud provider demand, but announced a strategic shift away from 25G PON and a 4-5% workforce reduction.
Better than expected
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Ciena CORPCiena Corporation reported a significant return to net income in the second quarter of fiscal 2025, with robust revenue growth primarily fueled by increased demand from cloud providers and strong performance in its Optical Networking segment.
Capital raise
Better than expected
NYSE
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Ciena CORP10-Q: Ciena Reports First Quarter Fiscal 2025 Results: Revenue Up 3.3% Amidst Strong Customer Demand
Ciena Corporation reports a 3.3% increase in revenue for the first quarter of fiscal 2025, driven by strong order growth from cloud providers and communications service providers.
Annual Reports (10-K)
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Ciena CORPCiena Corporation reports significant revenue and order growth in fiscal 2025, driven by strong demand for AI and cloud-based networking solutions, alongside strategic acquisitions and increased R&D investment.
Better than expected
NYSE
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Ciena CORPCiena Corporation's fiscal year 2024 results reflect a decrease in revenue and a strategic focus on adapting to evolving market demands and technological advancements.
Delay expected
Worse than expected
Insider Trading (Form 4)
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Ciena CORPJoseph Cumello, EVP & General Mgr. of Ciena Corp, reported multiple transactions in common stock on September 20, 2026.
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Ciena CORPDino Diperna, EVP & Chief R&D Officer of Ciena Corp, reported multiple transactions in common stock on September 20, 2026.
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Ciena CORPGrant Hoffman, EVP & Chief Supply of Ciena Corp, reported a transaction in 170 shares of common stock on September 20, 2026.
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Ciena CORPBrodie Gage, EVP & Chief Product & of Ciena Corp, reported multiple transactions in common stock on September 20, 2026.
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Ciena CORPGary B Smith, President & CEO and a Director of Ciena Corp, reported multiple transactions in common stock on September 20, 2026.
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Ciena CORPDavid M Rothenstein, EVP & Chief Strategy Officer of Ciena Corp, reported multiple transactions in common stock on September 20, 2026.
Proxy Statements (Def-14A)
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Ciena CORPCiena reported record fiscal 2025 revenue of $4.8 billion and orders of $7.8 billion, delivering a 196% one-year Total Shareholder Return.
Better than expected
NYSE
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Ciena CORPCiena Corporation announces its 2025 Annual Meeting of Stockholders to be held on March 27, 2025, and provides information on how stockholders can access proxy materials and vote.
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Ciena CORPCiena Corp announces the appointment of a new independent Board Chair, solid FY24 financial results, and a new $1 billion stock repurchase program.
Worse than expected
Schedule 13G - Passive Investments
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Ciena CORPJPMorgan Chase & Co. has filed an amendment to its Schedule 13G, reporting its beneficial ownership of Ciena Corporation common stock.
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Ciena CORPFMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 13.5% in Ciena Corp's common stock as of June 30, 2026.
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Ciena CORPVanguard Capital Management has reported a beneficial ownership of 10,568,831 shares, representing 7.47% of Ciena Corp's common stock as of March 31, 2026.
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Ciena CORPVanguard Portfolio Management has reported beneficial ownership of over 7.38 million shares, representing 5.22% of Ciena Corp's common stock as of March 31, 2026.
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Ciena CORPThe Vanguard Group reports 0% beneficial ownership in Ciena Corp following an internal realignment that disaggregated reporting responsibilities.
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Ciena CORPJPMorgan Chase & Co. has filed a Schedule 13G, reporting a 7.7% beneficial ownership stake in Ciena Corporation's common stock.