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[8-K] CIENA CORP Reports Material Event

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(High)
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Form Type
8-K

Ciena Corporation announced it has entered into a definitive agreement to acquire privately-held Nubis Communications, Inc., a company that specializes in high-performance, ultra-compact, low-power optical and electrical interconnects designed to support artificial intelligence (AI) workloads. The press release states the transaction is expected to close during Ciena's fiscal fourth quarter 2025 and is subject to customary closing conditions. The filing includes standard forward-looking statement language cautioning that the acquisition may not close as expected, integration may present challenges, and actual results could differ materially from current expectations. A copy of the press release is attached as Exhibit 99.1.

Ciena Corporation ha annunciato di aver stipulato un accordo definitivo per acquisire Nubis Communications, Inc., una società privata specializzata in interconnessioni ottiche ed elettriche ad alte prestazioni, ultra-compatte e a basso consumo, progettate per supportare i carichi di lavoro dell'intelligenza artificiale (AI). Il comunicato stampa indica che la transazione dovrebbe chiudersi nel quarto trimestre fiscale 2025 di Ciena ed è soggetta alle consuete condizioni di chiusura. Il documento contiene il linguaggio standard sulle dichiarazioni previsionali, avvertendo che l'acquisizione potrebbe non chiudersi nei termini previsti, che l'integrazione potrebbe incontrare difficoltà e che i risultati reali potrebbero differire in modo sostanziale dalle attese attuali. Una copia del comunicato stampa è allegata come Esibizione 99.1.

Ciena Corporation anunció que ha celebrado un acuerdo definitivo para adquirir Nubis Communications, Inc., una empresa privada especializada en interconexiones ópticas y eléctricas de alto rendimiento, ultra compactas y de bajo consumo, diseñadas para apoyar cargas de trabajo de inteligencia artificial (IA). El comunicado de prensa indica que la operación se espera que se cierre durante el cuarto trimestre fiscal 2025 de Ciena y está sujeta a condiciones de cierre habituales. El documento incluye lenguaje estándar de declaraciones prospectivas advirtiendo que la adquisición podría no cerrarse como se espera, que la integración podría presentar desafíos y que los resultados reales podrían diferir materialmente de las expectativas actuales. Se adjunta una copia del comunicado de prensa como Anexo 99.1.

Ciena Corporation은 Nubis Communications, Inc.를 인수하기로 하는 확정 계약을 체결했다고 발표했습니다. 이 회사는 AI 워크로드를 지원하도록 설계된 고성능의 초소형 저전력 광학 및 전기 상호 연결에 전문화되어 있습니다. 보도자료에 따르면 거래는 Ciena의 2025 회계연도 4분기에 마감될 예정이며 일반적인 종결 조건의 적용을 받습니다. 이 서류에는 인수 완료가 기대대로 이루어지지 않을 수 있고, 통합에 도전이 있을 수 있으며, 실제 결과가 현재의 기대와 실질적으로 다를 수 있음을 경고하는 표준 예측 진술 조항이 포함되어 있습니다. 보도자료의 사본은 Exhibit 99.1로 첨부되어 있습니다.

Ciena Corporation a annoncé avoir conclu un accord définitif pour l'acquisition de Nubis Communications, Inc., une société privée spécialisée dans les interconnexions optiques et électriques haute performance, ultra-compacts et à faible consommation, conçues pour prendre en charge les charges de travail de l'intelligence artificielle (IA). Le communiqué de presse indique que la transaction devrait être finalisée au cours du quatrième trimestre fiscal 2025 de Ciena et est soumis à des conditions de clôture habituelles. Le dossier comprend un langage standard relatif aux déclarations prospectives avertissant que l'acquisition pourrait ne pas se clôturer comme prévu, que l'intégration pourrait présenter des défis et que les résultats réels pourraient différer sensiblement des attentes actuelles. Une copie du communiqué de presse est jointe sous forme d'Exhibit 99.1.

Ciena Corporation gab bekannt, dass sie eine endgültige Vereinbarung zum Erwerb der privat gehaltenen Nubis Communications, Inc. getroffen hat, ein Unternehmen, das sich auf hochleistungsfähige, ultra-kompakte und energiesparende optische und elektrische Verbindungsstücke spezialisiert hat, die AI-Workloads unterstützen sollen. Die Pressemitteilung besagt, dass der Abschluss der Transaktion voraussichtlich im vierten Quartal des Geschäftsjahres 2025 von Ciena erfolgen wird und den üblichen Abschlussbedingungen unterliegt. Die Einreichung enthält standardisierte Hinweise zu zukunftsgerichteten Aussagen, die davor warnen, dass die Übernahme möglicherweise nicht wie erwartet abgeschlossen wird, dass die Integration Herausforderungen mit sich bringen kann und dass die tatsächlichen Ergebnisse wesentlich von den aktuellen Erwartungen abweichen könnten. Eine Kopie der Pressemitteilung ist als Exhibit 99.1 beigefügt.

أعلنت شركة Ciena أنها دخلت في اتفاق نهائي لشراء Nubis Communications, Inc.، وهي شركة مملوكة خاصة تتخصص في الاتصالات البصرية والكهربائية عالية الأداء، ultra-compact ومنخفضة استهلاك الطاقة المصممة لدعم أعباء عمل الذكاء الاصطناعي (AI). يذكر البيان الصحفي أن الصفقة من المتوقع أن تُغلق خلال الربع الرابع من السنة المالية 2025 لشركة Ciena وأنها خاضعة للشروط المعتادة للإغلاق. يتضمن الملف لغة افتراضية قياسية تحذر من أن الاستحواذ قد لا يُغلق كما هو متوقع، وأن الدمج قد يواجه تحديات، وأن النتائج الفعلية قد تختلف جوهرياً عن التوقعات الحالية. نسخة من البيان الصحفي مرفقة كم Exhibit 99.1.

Ciena Corporation宣布已就收购私营 Nubis Communications, Inc. 签署了具有约束力的协议。 该公司专注于高性能、超紧凑、低功耗的光学与电气互连,设计用于支持人工智能(AI)工作负载。新闻稿称,该交易预计将在 Ciena 的 2025 财年第四季度完成,且受通常的成交条件约束。文件包含对未来声明的标准性措辞,警告称收购可能无法按预期完成、整合可能带来挑战,实际结果可能与当前预期有重大差异。新闻稿副本附作 Exhibit 99.1。

Positive
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Insights

TL;DR: Ciena announced a definitive agreement to buy Nubis, a niche AI interconnects provider; closing is expected in fiscal Q4 2025 and is conditional.

This filing confirms a material transaction targeting AI-focused optical and electrical interconnect technology. The announcement is concise and includes customary caveats about closing risks and integration challenges. From an M&A execution perspective, key near-term items for investors are confirmation of closing timing, transaction consideration and structure, and integration planning; none of those details are provided in the current filing. Impact depends on deal terms and integration outcomes, which are not disclosed here.

TL;DR: The deal targets AI workload interconnects, aligning with industry demand for compact, low-power optics; material details are missing.

The target's described focus—high-performance, ultra-compact, low-power interconnects for AI workloads—fits current industry trends toward power-efficient, high-bandwidth data center connectivity. The filing provides no financial terms, product roadmaps, or customer overlap metrics, so assessing strategic or financial impact is not possible from this disclosure alone. The transaction's completion and successful technology integration will determine materiality.

Ciena Corporation ha annunciato di aver stipulato un accordo definitivo per acquisire Nubis Communications, Inc., una società privata specializzata in interconnessioni ottiche ed elettriche ad alte prestazioni, ultra-compatte e a basso consumo, progettate per supportare i carichi di lavoro dell'intelligenza artificiale (AI). Il comunicato stampa indica che la transazione dovrebbe chiudersi nel quarto trimestre fiscale 2025 di Ciena ed è soggetta alle consuete condizioni di chiusura. Il documento contiene il linguaggio standard sulle dichiarazioni previsionali, avvertendo che l'acquisizione potrebbe non chiudersi nei termini previsti, che l'integrazione potrebbe incontrare difficoltà e che i risultati reali potrebbero differire in modo sostanziale dalle attese attuali. Una copia del comunicato stampa è allegata come Esibizione 99.1.

Ciena Corporation anunció que ha celebrado un acuerdo definitivo para adquirir Nubis Communications, Inc., una empresa privada especializada en interconexiones ópticas y eléctricas de alto rendimiento, ultra compactas y de bajo consumo, diseñadas para apoyar cargas de trabajo de inteligencia artificial (IA). El comunicado de prensa indica que la operación se espera que se cierre durante el cuarto trimestre fiscal 2025 de Ciena y está sujeta a condiciones de cierre habituales. El documento incluye lenguaje estándar de declaraciones prospectivas advirtiendo que la adquisición podría no cerrarse como se espera, que la integración podría presentar desafíos y que los resultados reales podrían diferir materialmente de las expectativas actuales. Se adjunta una copia del comunicado de prensa como Anexo 99.1.

Ciena Corporation은 Nubis Communications, Inc.를 인수하기로 하는 확정 계약을 체결했다고 발표했습니다. 이 회사는 AI 워크로드를 지원하도록 설계된 고성능의 초소형 저전력 광학 및 전기 상호 연결에 전문화되어 있습니다. 보도자료에 따르면 거래는 Ciena의 2025 회계연도 4분기에 마감될 예정이며 일반적인 종결 조건의 적용을 받습니다. 이 서류에는 인수 완료가 기대대로 이루어지지 않을 수 있고, 통합에 도전이 있을 수 있으며, 실제 결과가 현재의 기대와 실질적으로 다를 수 있음을 경고하는 표준 예측 진술 조항이 포함되어 있습니다. 보도자료의 사본은 Exhibit 99.1로 첨부되어 있습니다.

Ciena Corporation a annoncé avoir conclu un accord définitif pour l'acquisition de Nubis Communications, Inc., une société privée spécialisée dans les interconnexions optiques et électriques haute performance, ultra-compacts et à faible consommation, conçues pour prendre en charge les charges de travail de l'intelligence artificielle (IA). Le communiqué de presse indique que la transaction devrait être finalisée au cours du quatrième trimestre fiscal 2025 de Ciena et est soumis à des conditions de clôture habituelles. Le dossier comprend un langage standard relatif aux déclarations prospectives avertissant que l'acquisition pourrait ne pas se clôturer comme prévu, que l'intégration pourrait présenter des défis et que les résultats réels pourraient différer sensiblement des attentes actuelles. Une copie du communiqué de presse est jointe sous forme d'Exhibit 99.1.

Ciena Corporation gab bekannt, dass sie eine endgültige Vereinbarung zum Erwerb der privat gehaltenen Nubis Communications, Inc. getroffen hat, ein Unternehmen, das sich auf hochleistungsfähige, ultra-kompakte und energiesparende optische und elektrische Verbindungsstücke spezialisiert hat, die AI-Workloads unterstützen sollen. Die Pressemitteilung besagt, dass der Abschluss der Transaktion voraussichtlich im vierten Quartal des Geschäftsjahres 2025 von Ciena erfolgen wird und den üblichen Abschlussbedingungen unterliegt. Die Einreichung enthält standardisierte Hinweise zu zukunftsgerichteten Aussagen, die davor warnen, dass die Übernahme möglicherweise nicht wie erwartet abgeschlossen wird, dass die Integration Herausforderungen mit sich bringen kann und dass die tatsächlichen Ergebnisse wesentlich von den aktuellen Erwartungen abweichen könnten. Eine Kopie der Pressemitteilung ist als Exhibit 99.1 beigefügt.

0000936395false00009363952025-09-222025-09-22


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): September 22, 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 September 22, 2025, Ciena Corporation ("Ciena") issued a press release announcing that it has entered into a definitive agreement to acquire 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. The transaction is expected to close during Ciena’s fiscal fourth quarter 2025 and is subject to customary closing conditions. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated by reference herein.

This Current Report on Form 8-K contains forward-looking statements that are based on management’s current expectations, forecasts, information and assumptions. These statements involve inherent risks and uncertainties. Actual results or outcomes may differ materially from those stated or implied in the forward-looking statements because of risks and uncertainties, including the risks that the acquisition may not close when expected, or at all, that problems may arise in successfully integrating the acquired business, that the acquisition may fail to achieve its expected benefits, and those risks and uncertainties detailed in Ciena’s most recent annual and quarterly reports filed with the Securities and Exchange Commission. Forward-looking statements include statements regarding Ciena's expectations, beliefs, intentions or strategies, and can be identified by words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," and "will," and similar words and expressions. Ciena assumes no obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise, except to the extent required by law.


Item 9.01 Financial Statements and Exhibits.
Exhibit Number
Description of Document
99.1
Text of Press Release dated September 22, 2025.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).




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: September 22, 2025
By:
/s/ Sheela Kosaraju
Sheela Kosaraju
Senior Vice President, General Counsel and Assistant Secretary


Ciena Corp

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