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Jan 27, 2024

Ciena Q1 2024 Earnings Report

Ciena reported solid first quarter results with strong profitability, expanded cloud provider relationships, and market share gains.

Key Takeaways

Ciena's fiscal first quarter 2024 results showed a revenue of $1.04 billion and a GAAP net income per share of $0.34. The company's adjusted (non-GAAP) net income per share was $0.66.

Q1 revenue was $1.04 billion.

GAAP net income per share was $0.34.

Adjusted (non-GAAP) net income per share was $0.66.

Approximately 691 thousand shares were repurchased for $32.0 million during the quarter.

Total Revenue
$1.04B
Previous year: $1.06B
-1.8%
EPS
$0.66
Previous year: $0.64
+3.1%
Gross Profit
$437M
Previous year: $456M
-4.2%
Cash and Equivalents
$1.26B
Previous year: $1.05B
+19.9%
Free Cash Flow
$249M
Previous year: -$296M
-184.4%
Total Assets
$5.59B
Previous year: $5.67B
-1.4%

Ciena

Ciena

Ciena Revenue by Segment

Ciena Revenue by Geographic Location

Forward Guidance

Ciena anticipates continued growth driven by bandwidth demand, but service providers are taking longer than expected to work through inventory.

Revenue & Expenses

Visualization of income flow from segment revenue to net income