Ciena Corp Stock Price, News & Analysis

Ciena (NYSE: CIEN) supplied optical networking solutions to enable EXA Infrastructure's new Ashburn, Virginia to Atlanta, Georgia route, offering up to 400 Gb/s connectivity for hyperscalers and enterprises. The deployment uses Ciena's 6500 Reconfigurable Line System, WaveLogic 5 Extreme coherent optics in the 6500 Packet-Optical Platform, and Navigator Network Control Suite for end-to-end visibility.

Key infrastructure facts: EXA owns 155,000 kilometers of fiber across 37 countries with six transatlantic cables. The Ashburn-Atlanta path adds a resilient, diverse corridor aligned with EXA's multi-corridor transatlantic digital bridge and is designed to evolve to future photonic upgrades such as WaveLogic 6.

FLAG is upgrading two India Connectivity Mesh segments (Chennai–Singapore and Mumbai–Singapore) using Ciena (NYSE: CIEN) WaveLogic 6 Extreme (WL6e) and GeoMesh Extreme to boost subsea capacity.

The upgrade supports 400GbE client services now and will enable 800GbE client services in the near future, improves spectral efficiency, and delivers a 50% reduction in space and power per bit versus the prior generation.

The move targets higher-capacity AI and cloud traffic, aims to lower operational costs, and extends usable life of existing submarine cables across India-to-Asia and India-to-Europe corridors.

Ciena (NYSE:CIEN) announced that Comcast is deploying its 5131 Coherent Access Platform (CAP) to enhance fiber connectivity deployment efficiency. The technology enables Comcast to extend fiber reach by more than 100 km while delivering 100 Gb/s capacity to residential, business, and community institutions.

The platform will support Comcast's Rural Broadband and BEAD initiatives, featuring a standardized, line-powered, weatherproof enclosure that simplifies installation. The solution eliminates the need for expensive hub sites and power-hungry equipment, reducing complexity and accelerating broadband deployment to underserved communities.

Ciena (NYSE:CIEN) has announced a definitive agreement to acquire Nubis Communications for $270 million in an all-cash transaction. The acquisition targets expanding Ciena's data center capabilities, particularly focusing on AI workload support.

Nubis brings two key technologies: Co-Packaged Optics (CPO)/Near Packaged Optics (NPO) supporting up to 6.4 Tb/s full-duplex bandwidth, and Electrical ACC enabling 200 Gb/s per lane data transmission. The deal also adds 50+ specialized engineers to Ciena's team.

The transaction is expected to close during Ciena's fiscal fourth quarter 2025, subject to customary closing conditions.

Ciena (NYSE: CIEN) and REDIMadrid have launched an End-to-End Quantum Secure Data Transport Project, marking a significant advancement in quantum-secure networking technology. The project utilizes Ciena's 6500 photonic line system to enable quantum channels to operate alongside existing DWDM traffic on the same fiber infrastructure.

The collaboration demonstrates the successful integration of Quantum Key Distribution (QKD) technology with existing optical fiber networks, eliminating the need for dedicated quantum channel fibers. This implementation helps protect against quantum computing threats while serving Madrid's research and education network community. The project is being implemented in partnership with Axians, specializing in digital and network infrastructures.

Ciena (NYSE:CIEN) reported strong fiscal Q3 2025 results with revenue of $1.22 billion, up 29.4% year-over-year. The company achieved GAAP net income of $50.3 million ($0.35 per share) and adjusted net income of $96.2 million ($0.67 per share).

The Networking Platforms segment led growth with $941.4 million in revenue, representing 77.2% of total revenue. Americas region dominated with 75.7% of revenue. The company maintained strong liquidity with $1.39 billion in cash and investments.

For Q4 2025, Ciena expects revenue between $1.24-$1.32 billion with adjusted gross margin of 42-43%. The company highlighted strong momentum in AI-driven network demand and expressed confidence in business visibility through fiscal 2026.

Ciena (NYSE:CIEN) and South African enterprise connectivity provider DFA have achieved a groundbreaking milestone in fiber capacity, successfully transmitting 1.6 Tbps over a single wavelength - more than 4 times previous performance levels. The world-first trial, conducted over a 40 km stretch between Isando and Midrand, utilized Ciena's WaveRouter and WaveLogic 6 Extreme solutions.

The achievement follows DFA's R800 Million network upgrade and leverages Ciena's Navigator Network Control Suite for automated multi-layer network operations. The implementation enables DFA to deliver enhanced scalability through integrated 400 Gbps, 800 Gbps, and 1.6 Tbps services within a single router, positioning the company to meet growing digital demands across South Africa.

Ciena (NYSE: CIEN), a global leader in high-speed connectivity, has scheduled its fiscal third quarter 2025 financial results announcement for Thursday, September 4, 2025, before market open. The company will release supporting materials on its website and host a live audio webcast at 8:30 a.m. Eastern.

The earnings materials will be accessible via www.ciena.com, with an archived version of the conference call available in the Events & Presentations section of the Investor Relations website following the live broadcast.

Ciena (NYSE: CIEN) announced that BR.Digital, a major Brazilian wholesale communication provider, has implemented Ciena's WaveLogic 6 Extreme (WL6e) technology to enhance its network capacity. The deployment achieved 1.1 Tb/s single wavelength transmission across distances exceeding 800 km.

The strategic upgrade enables BR.Digital to boost network throughput, improve spectrum utilization, and reduce energy consumption while extending the lifespan of existing network assets. The company has been partnering with Ciena since 2014 for flexi-grid optical networks deployment.