| Cisco Systems (NASDAQ: CSCO) — Earnings Live: What To Watch Today |
Live Updates Live Coverage Updates appear automatically as they are published. Share price spiking after release 4:10 pm Cisco is trading at $63.39 after earnings. Guidance for the next quarter and full year: Guidance Q4 FY2025 Revenue: $14.5B – $14.7B GAAP EPS: $0.62 – $0.67 Non-GAAP EPS: $0.96 – $0.98 Full-Year FY2025 Revenue: $56.5B – $56.7B GAAP EPS: $2.53 – $2.58 Non-GAAP EPS: $3.77 – $3.79 Cisco Earnings Are Out 4:08 pm Cisco delivered a robust $14.1 billion in revenue, marking an 11% year-over-year increase, and coming in above the high end of guidance. This strength was broad-based across geographies and customer segments. Product orders rose 20% YoY, or 9% excluding Splunk, signaling strong end-market demand. AI infrastructure orders from webscale customers topped $600 million, helping Cisco hit its $1 billion AI order goal a full quarter early. Metric Q3 FY2025 Q3 FY2024 YoY Change Revenue $14.1B $12.7B +11% GAAP EPS $0.62 $0.46 +35% Non-GAAP EPS $0.96 $0.88 +9% GAAP Net Income $2.5B $1.9B +32% Non-GAAP Net Income $3.8B $3.6B +8% Margins also impressed: GAAP gross margin: 65.6% | Non-GAAP: 68.6% GAAP operating margin: 22.6% | Non-GAAP: 34.5% Segment Performance Americas: +14% YoY EMEA: +8% APJC: +9% By product line: Security: +54% Observability: +24% Networking: +8% Collaboration: +4% ash & Shareholder Returns Operating cash flow: $4.1B (+2% YoY) Cash/investments on hand: $15.6B Returned to shareholders: $3.1B (via dividends and buybacks) Quarterly dividend: Maintained at $0.41/share, payable July 23 Segment breakdown 3:18 pm Cisco’s business is increasingly anchored in recurring revenue, with software and services making up over 40% of total sales. Key segments to watch: Secure, Agile Networks: Still the largest contributor, driven by enterprise hardware refresh cycles Security & Observability (Splunk): Now critical to margin expansion and recurring ARR Internet for the Future: Telco and data center routing — weaker in past quarters, sensitive to macro budgets If Splunk growth accelerates or services outpace hardware, the market could reward Cisco with multiple expansion. Cisco and Splunk convergence 2:10 pm Previously, Cisco’s leadership has emphasized Splunk’s integration as a long-term driver of security + observability convergence — but many analysts have yet to bake in meaningful top-line synergy. “We see Splunk transforming our software portfolio — not just as a bolt-on, but a catalyst across secure networking.” If Cisco signals early cross-sell traction or faster ARR onboarding than expected, this could reshape near-term margin and software revenue expectations. Cisco Shares Dropping Today 1:31 pm by Joel South Cisco shares are dropping today before their third-quarter earnings. There’s no notable news on the company, but shares are down 1.24%. Competitors like Ciena (NYSE: CIEN) are also seeing weakness today, so this could be some sector-related negativity leading to investors rotating out of networking stocks. Consensus Check 10:28 am Cisco is expected to report Q3 FY25 EPS of $0.92 and revenue of $14.05 billion, squarely within company guidance of $13.9B–$14.1B. That reflects flat to modest top-line growth, with consensus focused on stability over acceleration. The Street is largely looking for: Continued strength in enterprise networking Signs of integration progress post-Splunk acquisition Growth in AI-related orders (previous quarter: $350M AI bookings) Cisco has beaten earnings estimates for four straight quarters, but revenue beats have been modest. For the stock to move higher, investors may need an uptick in FY guidance or an AI-specific revenue breakout. Cisco (Nasdaq: CSCO) reports Q3 FY2025 results this evening, with Wall Street expecting EPS of $0.92 on revenue of $14.05 billion, near the top end of company guidance. The stock has traded flat year to date and is looking for a catalyst as enterprise and government networking spend remains uneven. Key themes to watch tonight include how much traction Cisco is seeing in AI-related infrastructure demand, as it competes with hyperscalers and vertical integrators. Orders for AI networking surpassed $350 million last quarter, and commentary around growth in that line will be critical. Also in focus is the early performance of Splunk, the $28 billion acquisition aimed at boosting Cisco’s cloud-native and security footprint. Investors will also want clarity on macro demand signals across enterprise, cloud, and service provider segments. Gross margins held firm last quarter, but hardware mix and FX remain swing factors. Cisco has beaten EPS estimates in four straight quarters, including a 14% beat a year ago. With the bar set around top-line stabilization and forward guidance, anything short of a modest raise could weigh on sentiment. The post Cisco Systems (NASDAQ: CSCO) — Earnings Live: What To Watch Today appeared first on 24/7 Wall St.. |
https://247wallst.com |
2025-05-14 20:13:32 |
Czytaj oryginał (ang.) |
| Ciena (CIEN) International Revenue in Focus: Trends and Expectations |
Review Ciena's (CIEN) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock. |
zacks.com |
2025-05-13 14:21:43 |
Czytaj oryginał (ang.) |
| Ciena Announces Reporting Date and Web Broadcast for Fiscal Second Quarter 2025 Results |
HANOVER, Md.--(BUSINESS WIRE)--Ciena® Corporation, the global leader in high-speed connectivity, expects to announce fiscal second quarter financial results Tuesday, June, 5, 2025. |
businesswire.com |
2025-05-07 13:00:00 |
Czytaj oryginał (ang.) |
| Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption |
LITTLE ROCK, Ark.--(BUSINESS WIRE)--Windstream Wholesale, a leader in optical technology and advanced network solutions, is proud to announce the successful completion of a groundbreaking industry-first trial of Ciena's (NYSE: CIEN) WaveLogic 6 Extreme (WL6e) 2x1.2Tb with 3x800G Wave services. This milestone, achieved in collaboration with Ciena, represents a significant leap forward in optical network innovation. The trial took place over a 1,590-kilometer route from Virginia Beach to Jacksonv. |
businesswire.com |
2025-05-05 12:30:00 |
Czytaj oryginał (ang.) |
| Windstream Wholesale and Ciena Boost 400G Network Capacity in the Southeast |
LITTLE ROCK, Ark.--(BUSINESS WIRE)--Windstream Wholesale, a leader in advanced optical solutions, is proud to announce a significant infrastructure enhancement and network overbuild between Houston, Texas, and Tallahassee, Fla. Utilizing cutting-edge Ciena (NYSE: CIEN) line systems, this collaboration promises to deliver increased capacity, enhanced service capabilities, and improved network efficiency. This also enables Windstream Wholesale to offer 400G services over diverse routes to custome. |
businesswire.com |
2025-04-15 13:30:00 |
Czytaj oryginał (ang.) |
| Why Is Ciena (CIEN) Down 6.6% Since Last Earnings Report? |
Ciena (CIEN) reported earnings 30 days ago. What's next for the stock? |
zacks.com |
2025-04-10 16:30:39 |
Czytaj oryginał (ang.) |
| Ciena CFO's Last Act Before Retiring After 17 Years: Navigating a Trade War |
Jim Moylan, who is retiring in August, is helping the networking equipment maker respond to tariffs, including imposing a surcharge for some customers. |
wsj.com |
2025-04-08 18:25:00 |
Czytaj oryginał (ang.) |
| 1 Attractive Artificial Intelligence (AI) Stock Down 24% in 2025 to Buy Before It Starts Soaring |
Optical networking equipment supplier Ciena's (CIEN -2.23%) stock price has had a rough 2025, dropping 24% as of this writing. That may surprise some investors at first, considering its financial performance has improved in recent quarters. |
fool.com |
2025-03-29 06:40:00 |
Czytaj oryginał (ang.) |
| Lumen and Ciena Transmit Record-breaking 1.2 Tbps Wavelength Service Across 3,050 Kilometers |
Network trial paves the way for hyperscalers and enterprises to have the bandwidth agility and cost-efficiency needed for AI and next-gen applications DENVER , March 27, 2025 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) and Ciena (NYSE: CIEN) have successfully established a 1.2 terabit wavelength service trial across 3,050 kilometers (more than 1,800 miles) on Lumen's Ultra-Low-Loss (ULL) fiber network, making it the world's longest 1.2 terabit non-regenerated signal. Using 800G interfaces, Lumen and Ciena successfully tested and qualified the services to support wavelength, Ethernet, and IP services over the 1.2 Tbps single carrier channel. |
prnewswire.com |
2025-03-27 10:30:00 |
Czytaj oryginał (ang.) |
| Ciena to Exhibit Industry-First Data Center Technologies at OFC 2025 |
CIEN to unveil coherent optical and IMDD technologies at OFC 2025, boosting scalability and flexibility for cloud and AI-driven data center networks. |
zacks.com |
2025-03-26 12:45:38 |
Czytaj oryginał (ang.) |
| Ciena Posts Solid Q1 Beat, Raise; Guidance Could Be Missed Depending On 'Outcome Of Proposed Tariffs' |
Ciena Corp CIEN shares were climbing Wednesday after the company announced upbeat fiscal first-quarter results. |
benzinga.com |
2025-03-12 14:47:35 |
Czytaj oryginał (ang.) |
| CIEN's Q1 Earnings Top, Revenues Up Y/Y on Strong Market Dynamics |
Ciena's fiscal Q1 2025 performance is boosted by increasing market momentum across cloud and service providers. Blue Planet sales surge 87% year over year. |
zacks.com |
2025-03-12 11:40:28 |
Czytaj oryginał (ang.) |
| Why Telecom Stocks Like AT&T and T-Mobile US Tumbled Today |
One group of stocks that has been punished during this current market downturn is telecoms. On Tuesday, they got little respite, on news of remarks from a top executive at one of their incumbent companies. |
fool.com |
2025-03-11 20:41:47 |
Czytaj oryginał (ang.) |
| Ciena Corporation (CIEN) Q1 2025 Earnings Call Transcript |
Ciena Corporation (NYSE:CIEN ) Q1 2025 Earnings Conference Call March 11, 2025 8:30 AM ET Company Participants Gregg Lampf - Vice President of Investor Relations Gary Smith - President and Chief Executive Officer Jim Moylan - Chief Financial Officer Scott McFeely - Executive Advisor Conference Call Participants Adrienne Colby - Citi Meta Marshall - Morgan Stanley Amit Daryanani - Evercore Joe Cardoso - JPMorgan Simon Leopold - Raymond James Tal Liani - Bank of America Alyssa Shreves - Barclays Ruben Roy - Stifel Tim Savageaux - Northland Capital Markets Ryan Koontz - Needham Andrew Spinola - UBS Operator Good day and welcome to the Ciena Fiscal First Quarter 2025 Financial Results Conference Call. All participants will be in listen-only mode. |
seekingalpha.com |
2025-03-11 14:11:09 |
Czytaj oryginał (ang.) |
| Crude Oil Gains 1%; Ciena Earnings Top Views |
U.S. stocks traded lower midway through trading, with the Dow Jones falling more than 1% on Tuesday. |
benzinga.com |
2025-03-11 14:02:53 |
Czytaj oryginał (ang.) |
| Ciena (CIEN) Surpasses Q1 Earnings and Revenue Estimates |
Ciena (CIEN) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.66 per share a year ago. |
zacks.com |
2025-03-11 11:15:24 |
Czytaj oryginał (ang.) |
| Ciena Fiscal Q1 Earnings, Revenue Top Wall Street Targets |
Fiber optics network gear maker Ciena reported fiscal first-quarter profit and revenue that topped consensus estimates. The post Ciena Fiscal Q1 Earnings, Revenue Top Wall Street Targets appeared first on Investor's Business Daily. |
investors.com |
2025-03-11 09:31:52 |
Czytaj oryginał (ang.) |
| Ciena Stock Jumps on First-Quarter Earnings and Revenue Beat |
Ciena posts results that top expectations, even as net income falls from the previous year. |
barrons.com |
2025-03-11 09:23:00 |
Czytaj oryginał (ang.) |
| Ciena Reports Fiscal First Quarter 2025 Financial Results |
HANOVER, Md.--(BUSINESS WIRE)--Ciena® Corporation, a networking systems, services and software company, announced unaudited financial results for its fiscal first quarter 2025. |
businesswire.com |
2025-03-11 09:00:00 |
Czytaj oryginał (ang.) |
| CIEN to Post Q1 Earnings: Key Factors Investors Should Keep an Eye On |
Ciena's performance is likely to have gained from increasing network traffic, bandwidth demand and rapid cloud adoption amid a soft international market. |
zacks.com |
2025-03-07 10:15:22 |
Czytaj oryginał (ang.) |
| Ciena Q1 Earnings Preview: AI And Data Center Spending Needs To Be Strong |
Ciena Corporation's Q1 '25 earnings report is expected to show flat revenue growth, with EPS estimates of $0.41 non-GAAP and $0.14 GAAP on $1.05B in revenues. Key focus areas include AI-driven demand, data center spending, and the performance of new products like WaveLogic 6 Extreme and Nano. Management's confidence in long-term growth (8%-11%) hinges on robust AI and data center investments by tech giants like Meta, Amazon, and Alphabet. |
seekingalpha.com |
2025-02-26 14:53:57 |
Czytaj oryginał (ang.) |
| Will Increasing Uptake of Ciena's WaveLogic 6 Extreme Buoy its Shares? |
CIEN's advanced WaveLogic 6 Extreme solution is harnessed by Cirion Technologies to bolster the latter's digital infrastructure. |
zacks.com |
2025-02-20 10:40:33 |
Czytaj oryginał (ang.) |
| Why Ciena (CIEN) is a Top Value Stock for the Long-Term |
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. |
zacks.com |
2025-02-13 12:41:17 |
Czytaj oryginał (ang.) |
| AI Stocks Jumped Last Week—Here's What You Need to Know |
AI stocks soared last week after OpenAI announced a partnership with Oracle (ORCL) and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years. |
investopedia.com |
2025-01-26 17:45:37 |
Czytaj oryginał (ang.) |
| Ciena Stock Soars 69% in the Past 6 Months: Will the Uptrend Continue? |
CIEN gains from rising network traffic, demand for bandwidth and the adoption of cloud architecture but competition, supply chain issues and higher costs limit its upside. |
zacks.com |
2025-01-17 13:15:39 |
Czytaj oryginał (ang.) |
| Ciena Aids Southern Cross to Achieve 1 Tb/s Transpacific Transmission |
CIEN's WaveLogic 6 Extreme is used by Southern Cross to reach the world's first transpacific 1 Tb/s single-carrier wavelength on its live production network. |
zacks.com |
2025-01-16 12:10:36 |
Czytaj oryginał (ang.) |
| Nokia named a 2025 top pick at Northland |
Northland analyst Tim Savageaux "once again" makes Nokia (NOK) a top pick in the firm's Communications Tech universe for 2025 after "a respectable 30%+ return in CY24," the analyst tells investors. Cloud providers accounted for over 40% of Infinera (INFN) revenue in Q3, which was a greater share than Ciena's (CIEN), notes the analyst, who sees Nokia's post deal $3.5B Optical unit valued at over $10B on a comparable basis. The firm. which sees the potential for "a significant positive rerating of the shares" in 2025, maintains an Outperform rating and $6.50 price target on Nokia. Nokia +0.07 (+1.54%) Infinera +0.035 (+0.53%) Ciena -2.64 (-3.12%) |
https://thefly.com |
2025-01-08 10:49:39 |
Czytaj oryginał (ang.) |
| Ciena to Webcast Financial Community Event – January 9, 2025 |
HANOVER, Md.--(BUSINESS WIRE)--Ciena® Corporation (NYSE: CIEN) today announced its expected participation in the following upcoming event with the financial community. |
businesswire.com |
2025-01-06 11:18:00 |
Czytaj oryginał (ang.) |
| This Magnificent Artificial Intelligence (AI) Stock Jumped 90% in 2024. It Could Soar Over the Next 3 Years. |
The demand for faster connectivity in data centers has been increasing of late to support artificial intelligence (AI) workloads, and this demand has rubbed off positively on companies such as Ciena (CIEN 0.44%) that are in the business of providing networking components. |
fool.com |
2025-01-03 19:00:00 |
Czytaj oryginał (ang.) |
| Ciena Rebounds: AI and Strong Guidance Drive Post-Earnings Surge |
Just as stocks can gap and crap on an earnings report, meaning the price initially gaps higher on the market open and sells off back to red during the day, stocks can also do the opposite, dump, and gap. Such was the case with leading optical networking solutions provider Ciena Co. NYSE: CIEN after releasing its fiscal fourth quarter 2024 earnings. |
marketbeat.com |
2024-12-25 09:31:23 |
Czytaj oryginał (ang.) |
| A Dive into Ciena (CIEN) International Revenue Trends and Forecasts |
Explore how Ciena's (CIEN) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects. |
zacks.com |
2024-12-17 12:15:34 |
Czytaj oryginał (ang.) |
| Ciena Corporation: I Don't See Much Upside From Here (Rating Downgrade) |
I downgrade CIEN from buy to hold due to its expensive valuation, trading at 35x forward PE, well above its historical trend of 13-20x. CIEN's recent earnings showed strong revenue but missed EPS estimates due to an outsized inventory obsolescence charge; adjusted EPS beat consensus. Growth drivers include rising AI traffic, MOFN projects, and recovering service provider demand, supporting management's upgraded 8-11% mid-term growth guidance. |
seekingalpha.com |
2024-12-17 02:34:42 |
Czytaj oryginał (ang.) |
| Ciena Delivers Strong Q4 Earnings, But Valuation Demands Precision |
Ciena Corporation has shown impressive growth, with a nearly 100% YTD return and a strong annualized ROR of 15.12% since 2015. Ciena's advanced tech, like the WaveLogic 6 Extreme, addresses growing bandwidth demands, but profitability pressures and inventory management challenges persist. Long-term growth prospects in cloud and AI are promising, but the stock's current high price leaves little room for error. |
seekingalpha.com |
2024-12-16 00:40:00 |
Czytaj oryginał (ang.) |
| Overlooked Stock: CIEN |
Ciena Corp. (CIEN) is up more than 20% on the week, and a company that George Tsilis is keeping a close eye on during the A.I. boom. He talks about how the legacy hardware and software player has gained attention over the last week and what it needs to gather future momentum. |
youtube.com |
2024-12-13 19:28:40 |
Czytaj oryginał (ang.) |
| Ciena's Strong 2025 Outlook Wins Analyst Confidence: AI Bandwidth And Optical Market Expansion In Focus |
Ciena Corp CIEN stock surged after BofA Securities upgraded it from Neutral to Buy and raised its price target from $70 to $95. |
benzinga.com |
2024-12-13 15:32:15 |
Czytaj oryginał (ang.) |
| CIEN's Q4 Earnings Lag, Sales Beat, Stock Rallies 15% on Solid View |
Ciena reports mixed fiscal Q4 performance owing to softness in the international market. Long-term growth target increased on soaring cloud and AI demand. |
zacks.com |
2024-12-13 12:06:29 |
Czytaj oryginał (ang.) |
| Why Ciena Stock Jumped Nearly 22% Today |
Shares of network equipment maker Ciena (CIEN 16.73%) soared on Thursday morning, following the release of a mixed earnings report paired with bullish guidance targets. The price jump peaked at 21.9% near 10 a.m. |
fool.com |
2024-12-12 16:13:13 |
Czytaj oryginał (ang.) |
| Ciena reported a big profit miss. Here's why the stock is rocketing to a 22-year high. |
Ciena's stock was soaring toward a 22-year high, as order growth and outlook on inventory overshadowed a big profit miss. |
marketwatch.com |
2024-12-12 15:09:00 |
Czytaj oryginał (ang.) |
| Ciena Corporation (CIEN) Q4 2024 Earnings Call Transcript |
Ciena Corporation (NYSE:CIEN ) Q4 2024 Results Conference Call December 12, 2024 8:30 AM ET Company Participants Gregg Lampf - Vice President of Investor Relations Gary Smith - President and Chief Executive Officer Jim Moylan - Chief Financial Officer Scott McFeely - Executive Advisor Conference Call Participants Amit Daryanani - Evercore Simon Leopold - Raymond James George Notter - Jefferies Meta Marshall - Morgan Stanley David Vogt - UBS Adrienne Colby - Citi Ruben Roy - Stifel Samik Chatterjee - JPMorgan Tal Liani - Bank of America Operator Good day, and welcome to the Ciena Fiscal Fourth Quarter and Year-End 2024 Financial Results Conference Call. All participants will be in a listen-only mode. |
seekingalpha.com |
2024-12-12 14:19:09 |
Czytaj oryginał (ang.) |
| Compared to Estimates, Ciena (CIEN) Q4 Earnings: A Look at Key Metrics |
While the top- and bottom-line numbers for Ciena (CIEN) give a sense of how the business performed in the quarter ended October 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2024-12-12 12:31:32 |
Czytaj oryginał (ang.) |
| Ciena (CIEN) Lags Q4 Earnings Estimates |
Ciena (CIEN) came out with quarterly earnings of $0.54 per share, missing the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.75 per share a year ago. |
zacks.com |
2024-12-12 11:15:29 |
Czytaj oryginał (ang.) |
| Ciena Stock Tumbles as Earnings Miss Estimates. What We Know. |
The optical networking equipment company misses earnings estimates in its fiscal fourth quarter. |
barrons.com |
2024-12-12 09:17:00 |
Czytaj oryginał (ang.) |
| Ciena Reports Fiscal Fourth Quarter 2024 Financial Results |
HANOVER, Md.--(BUSINESS WIRE)--Ciena® Corporation, a networking systems, services and software company, announces financial results for its fiscal fourth quarter ended Nov 2, 2024. |
businesswire.com |
2024-12-12 09:00:00 |
Czytaj oryginał (ang.) |
| Ciena Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts |
Ciena Corporation CIEN will release its fourth-quarter financial results, before the opening bell, on Thursday, Dec. 12. |
benzinga.com |
2024-12-12 06:09:28 |
Czytaj oryginał (ang.) |
| Stay Ahead of the Game With Ciena (CIEN) Q4 Earnings: Wall Street's Insights on Key Metrics |
Get a deeper insight into the potential performance of Ciena (CIEN) for the quarter ended October 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. |
zacks.com |
2024-12-09 12:15:28 |
Czytaj oryginał (ang.) |
| Ciena to Report Q4 Earnings: Here's What Investors Should Know |
CIEN's performance is likely to have gained from momentum with cloud providers amid slower recovery of order volumes from international service providers. |
zacks.com |
2024-12-09 11:45:18 |
Czytaj oryginał (ang.) |
| CIEN's WaveLogic 6 Technology Used by Boldyn Networks: Stock to Gain? |
Boldyn Networks is utilizing Ciena's scalable wavelength service, offering up to 1.6Tb/s per channel. |
zacks.com |
2024-10-22 16:15:16 |
Czytaj oryginał (ang.) |
| Ziply® Fiber announces 400 Gig “Northern Link Route” connecting Pacific Northwest to Minneapolis and Chicago |
This represents the shortest distance route commercially available between the Pacific Northwest and Midwest; Ziply offers lowest latency and 4X capacity found on most West-East commodity routes This represents the shortest distance route commercially available between the Pacific Northwest and Midwest; Ziply offers lowest latency and 4X capacity found on most West-East commodity routes |
globenewswire.com |
2024-10-21 13:00:00 |
Czytaj oryginał (ang.) |