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May 03, 2025
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.
Revenue by Segment
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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