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May 03
Ciena Q2 2025 Earnings Report
Ciena reported strong revenue and a return to profitability in Q2 2025.
Key Takeaways
Ciena delivered solid results for Q2 2025, achieving $1.13 billion in revenue and swinging to a GAAP net income of $9 million. The company benefited from strong demand in cloud and AI infrastructure, while continuing its share repurchase program.
Revenue reached $1.13 billion, up from $910.8 million a year ago.
GAAP net income returned to positive territory at $9 million.
Adjusted EPS was $0.42 versus $0.27 last year.
Ciena repurchased 1.2 million shares for $84.3 million.
Ciena
Ciena
Ciena Revenue by Segment
Ciena Revenue by Geographic Location
Revenue by Segment
Optical Networking Revenue
CapyFin.comRouting & Switching Revenue
CapyFin.comPlatform Software & Svcs Revenue
CapyFin.comBlue Planet Software Revenue
CapyFin.comMaintenance & Training Revenue
CapyFin.comInstall & Deployment Revenue
CapyFin.comConsulting & Design Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAPAC Revenue
CapyFin.com Forward Guidance
Ciena expressed strong confidence in continued growth and operating leverage due to favorable infrastructure demand trends.
Positive Outlook
- High-speed connectivity demand continues to rise
- Positive momentum across all business segments
- Strong visibility into future performance
- Ongoing benefits from cloud and AI investments
- Improving operating leverage expected
Challenges Ahead
- Macroeconomic and market uncertainties
- Ongoing global supply chain constraints
- Potential foreign exchange rate fluctuations
- Increased supply costs and lead times
- Geopolitical tensions may impact operations
Revenue & Expenses
Visualization of income flow from segment revenue to net income