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Apr 27, 2024

Ciena Q2 2024 Earnings Report

Ciena's Q2 2024 financial performance reflected strength amid a challenging environment as service providers managed existing inventory.

Key Takeaways

Ciena reported Q2 2024 revenue of $910.8 million, a decrease compared to $1.13 billion in Q2 2023. The company's GAAP net loss was $(16.8) million, or $(0.12) per share, while adjusted non-GAAP net income was $39.4 million, or $0.27 per share.

Q2 revenue was $910.8 million.

GAAP net loss per share was $(0.12).

Adjusted (non-GAAP) net income per share was $0.27.

Approximately 1.1 million shares of common stock were repurchased for $57.0 million during the quarter.

Total Revenue
$911M
Previous year: $1.13B
-19.6%
EPS
$0.27
Previous year: $0.74
-63.5%
Product Inventory Turns
1.6
Gross Profit
$358M
Previous year: $488M
-26.7%
Cash and Equivalents
$1.09B
Previous year: $1.17B
-6.5%
Free Cash Flow
$41.4M
Previous year: $202M
-79.5%
Total Assets
$5.61B
Previous year: $5.78B
-2.8%

Ciena

Ciena

Ciena Revenue by Segment

Ciena Revenue by Geographic Location

Forward Guidance

Ciena's fiscal second quarter performance underscores the strength in our business amid a challenging near-term environment as service providers continue to work through existing inventory. With continued robust growth in bandwidth demand, we remain focused on extending our leadership in optical as a foundation for expanding our addressable market.

Revenue & Expenses

Visualization of income flow from segment revenue to net income