[8-K] CIENA CORP Reports Material Event

Rhea-AI Filing Summary

Ciena Corporation announced the completion of its acquisition of privately-held Nubis Communications, Inc. on October 7, 2025. Nubis is described as a developer of high-performance, ultra-compact, low-power optical and electrical interconnects designed to support artificial intelligence (AI) workloads. The notice confirms the transaction has closed but contains no financial terms, purchase price, or integration details in the provided excerpt.

Positive

• Acquisition closed on October 7, 2025 adding AI-focused interconnect technology
• Nubis technology targets high-performance, ultra-compact, low-power optical and electrical interconnects for AI workloads

Negative

• None.

Insights

Corporate Development Analyst

Ciena completed an acquisition narrowing focus on AI interconnect technology.

The acquisition closes a transaction to add a supplier of high-performance, ultra-compact, low-power optical and electrical interconnects tailored for AI workloads, indicating a strategic move to broaden hardware capabilities where data-center and AI performance matters.

This change depends on successful technical integration and commercialization of Nubis technology within existing product lines; the excerpt provides the closing date October 7, 2025 but no purchase price, contractual terms, or stated milestones to assess near-term financial impact.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of report (Date of earliest event reported): October 7, 2025

Ciena Corporation

(Exact name of registrant as specified in its charter)

Commission File Number: 001-36250

Delaware

(State or other jurisdiction of incorporation)

7035 Ridge Road, Hanover, MD

(Address of principal executive offices)

23-2725311

(IRS Employer Identification No.)

21076

(Zip Code)

Registrant's telephone number, including area code: (410) 694-5700

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, $0.01 par value			CIEN			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

ITEM 8.01 – OTHER EVENTS

On October 7, 2025, Ciena Corporation completed its acquisition of privately-held Nubis Communications, Inc., which specializes in high-performance, ultra-compact, low-power optical and electrical interconnects tailored to support artificial intelligence (AI) workloads.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

			Ciena Corporation
Date: October 7, 2025			By:			/s/ Sheela Kosaraju
						Sheela Kosaraju
						Senior Vice President, General Counsel and Assistant Secretary

FAQ

What did CIEN announce in the 8-K?

The company announced it completed the acquisition of Nubis Communications, Inc. on October 7, 2025.

What does Nubis Communications make?

Nubis develops high-performance, ultra-compact, low-power optical and electrical interconnects designed to support AI workloads.

Were financial terms or the purchase price disclosed for CIEN's acquisition?

No; the provided excerpt confirms the closing but includes no financial terms, purchase price, or integration details.

When did the acquisition of Nubis by CIEN complete?

The acquisition completed on October 7, 2025.

Is Nubis a public company?

The filing describes Nubis as privately-held.