Form 8-K · Current report
Ciena 8-K, filed Sep 3, 2026
- Filed
- CIK
- 0000936395
- Accession no.
- 0001628280-26-060245
Summary
Ciena reported fiscal third-quarter 2026 revenue of $1.67 billion, up 37% year over year, adjusted earnings per diluted share of $2.11, and raised its fiscal 2026 revenue guidance to $6.42 billion, about 35% growth at the midpoint. CEO Gary Smith attributed the results to network investment driven by AI, and CFO Marc Graff cited expanding supply capacity and operating leverage.
Key points
- Ciena guided fiscal fourth-quarter 2026 revenue to $1.75 billion, plus or minus $50 million, with adjusted operating margin of 20% plus or minus 50 basis points.
- GAAP net income per diluted share was $1.83 for the quarter, compared with $0.35 a year earlier.
- Two customers each represented more than 10% of revenue, together 41.7% of the quarter's total.
- Ciena repurchased roughly 0.4 million shares for $171.7 million under its $1 billion share repurchase program.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On September 3, 2026, Ciena Corporation ("Ciena") issued a press release announcing its financial results for its fiscal third quarter ended August 1, 2026. The text of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K (this "Report"). As discussed in the press release, Ciena will be hosting an investor call to discuss its results of operations for its fiscal third quarter ended August 1, 2026. In conjunction with the issuance of this press release, Ciena posted to the quarterly results page of the "Investors" section of www.ciena.com an accompanying investor presentation. …
An excerpt of the text as filed with the SEC, cut for length.
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