Ciena CORP

Market Movers (8-K)

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NYSE
Ciena 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
NYSE
Ciena 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
NYSE
Ciena 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
NYSE
Ciena 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.
NYSE
Ciena 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
NYSE
Ciena Corporation reported record fiscal fourth quarter and full-year 2025 financial results, driven by strong demand from cloud and service provider customers and growth in the AI ecosystem.
Better than expected

Quarterly Earnings (10-Q)

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NYSE
Ciena 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
NYSE
Ciena 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
NYSE
Ciena 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
NYSE
Ciena 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
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.
NYSE
Ciena Corporation's third-quarter results show a revenue decline of 11.8% year-over-year, impacted by lower order volumes and customer delivery deferrals.
Worse than expected
Delay expected

Annual Reports (10-K)

NYSE
Ciena 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
Ciena 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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NYSE
Marc D. Graff, SVP & Chief Financial Officer of Ciena Corp, sold 4,995 shares of common stock on August 14, 2026 for $430.72 per share.
NYSE
David M Rothenstein, SVP and Chief Strategy Officer of Ciena Corp, sold 2,500 shares of common stock on August 14, 2026 for $438.10 per share.
NYSE
Gary B Smith, President, CEO and a Director of Ciena Corp, sold 2,952 shares of common stock on August 17, 2026 for $447.78 per share.
NYSE
Brodie Gage, SVP Global Products & Supply of Ciena Corp, sold 1,200 shares of common stock on August 17, 2026 for $439.24 per share.
NYSE
Marc D. Graff, SVP & Chief Financial Officer of Ciena Corp, reported a transaction in 14,441 shares of common stock on August 1, 2026.
NYSE
Gary B Smith, President, CEO and a Director of Ciena Corp, sold 2,952 shares of common stock on August 3, 2026 for $379.81 per share.

Proxy Statements (Def-14A)

NYSE
Ciena 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
Ciena 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.
NYSE
Ciena 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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NYSE
FMR 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.
NYSE
Vanguard 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.
NYSE
Vanguard 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.
NYSE
The Vanguard Group reports 0% beneficial ownership in Ciena Corp following an internal realignment that disaggregated reporting responsibilities.
NYSE
JPMorgan Chase & Co. has filed a Schedule 13G, reporting a 7.7% beneficial ownership stake in Ciena Corporation's common stock.
NYSE
BlackRock, Inc. has reported a 10.3% beneficial ownership stake in CIENA CORPORATION common stock, holding over 14.5 million shares.