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Jan 28, 2023

Ciena Q1 2023 Earnings Report

Ciena's Q1 2023 financial results were reported, with revenue increasing 25% year-over-year.

Key Takeaways

Ciena reported record revenue of $1.06 billion in Q1 2023, a 25% increase year-over-year, driven by improvements in the supply chain environment and strong customer demand. GAAP net income was $76.2 million, or $0.51 per diluted share, while non-GAAP net income was $95.6 million, or $0.64 per diluted share.

Revenue reached a record $1.06 billion, up 25% year-over-year.

GAAP net income per share was $0.51, compared to $0.29 in the prior year.

Non-GAAP net income per share was $0.64, compared to $0.47 in the prior year.

The company remains confident in its ability to continue to take market share due to strong business momentum and backlog visibility.

Total Revenue
$1.06B
Previous year: $844M
+25.2%
EPS
$0.64
Previous year: $0.47
+36.2%
Product Inventory Turns
1.7
Previous year: 3.3
-48.5%
Gross Profit
$456M
Previous year: $384M
+18.7%
Cash and Equivalents
$1.05B
Previous year: $1.12B
-5.7%
Free Cash Flow
-$296M
Previous year: -$80.2M
+268.6%
Total Assets
$5.67B
Previous year: $4.9B
+15.8%

Ciena

Ciena

Ciena Revenue by Segment

Ciena Revenue by Geographic Location

Forward Guidance

Ciena did not provide specific forward guidance in the press release. The release expresses confidence in the company's ability to continue taking market share based on business momentum and backlog visibility.

Revenue & Expenses

Visualization of income flow from segment revenue to net income