$CIEN (Ciena Corporation)

$CIEN {{ '2016-06-02T13:19:46+0000' | timeago}} • Webcast

Simon Leopold of Raymond James asks about margins trends towards 2017. $CIEN CFO James Moylan declined to comment on 2017, but he said that the company made great progress on gross margin over the last year-and-a-half. James added that the company is in the mid-40s and feels good about where margins are today.

$CIEN {{ '2017-09-01T13:55:34+0000' | timeago}} • Webcast

$CIEN said 3Q17 was its largest quarter ever for WaveServer, keeping the company on track to deliver over $100MM in revenue in 2017 for the platform. $CIEN also added 14 new WaveServer customers in the quarter, bringing the total to 56. Additionally, the company also had a strong quarter in packet networking, which was up about 25% sequentially.

$CIEN {{ '2017-08-31T12:48:21+0000' | timeago}} • Infographic

$CIEN Ciena Corporation Earnings AlphaGraphic: Q3 2017 Highlights

$CIEN {{ '2017-08-31T12:03:05+0000' | timeago}} • Announcement

$CIEN expects 4Q17 revenue to be in the range of $720-750MM and adjusted gross margin in the mid-40s percentage range. The company also expects adjusted operating expense to be approx. $240MM for 4Q17.

$CIEN {{ '2017-08-31T11:59:51+0000' | timeago}} • Announcement

Network strategy and technology company $CIEN reported a 78.8% jump in its 3Q17 earnings, helped by higher revenue. Net income increased to $60.01MM or $0.39 per share from $33.54MM or $0.23 per share a year earlier. Revenue for the quarter climbed 8.6% to $728.7MM. On an adjusted basis, $CIEN reported an EPS of $0.51 per share.

$CIEN {{ '2017-08-24T14:09:34+0000' | timeago}} • Announcement

$CIEN appointed William Fathers to its BoD. Fathers also serves on the BoD of Cologix Inc. Fathers currently serves as the Senior Operating Partner responsible for investments in Communications Infrastructure at Stonepeak Infrastructure Partners.

$CIEN {{ '2017-08-24T14:07:00+0000' | timeago}} • Announcement

$CIEN announced that William D. Fathers has been appointed to its BoD. Mr. Fathers also serves on the BoD of Cologix Inc.

$CIEN {{ '2017-07-26T15:31:41+0000' | timeago}} • Announcement

$CIEN said terrestrial and AKORN submarine networks of $ALSK has been upgraded with the company to improve internet access and provide secure, reliable connectivity. The network upgrades will also support demand for mobile broadband services and serve as a cloud enablement platform for $ALSK businesses.

$CIEN {{ '2017-06-30T11:59:56+0000' | timeago}} • Announcement

Network technology company $CIEN has announced an exchange offer for its outstanding 3.75% convertible senior notes due 2018, to provide the company with cash settlement options upon conversion election by holders. The offer is for exchange of the notes for a new series of 3.75% convertible senior notes due 2018.

$T {{ '2017-06-01T13:22:17+0000' | timeago}} • Webcast

Regarding the $T win, $CIEN said the company expects it to be flat to down in 2017 despite the new win. Additionally, the company expects a strong 2H17 with $T and believes the it would be an important customer for $CIEN for the long term.

$CIEN {{ '2017-06-01T13:08:27+0000' | timeago}} • Webcast

For FY17, $CIEN expects to achieve annual revenue growth in the range of 8-9%.

$CIEN {{ '2017-06-01T13:02:08+0000' | timeago}} • Webcast

In EMEA, $CIEN continued to see more stability, with the region growing 10% YoY in 2Q17. For Waveserver platform in Converged Packet Optical products, revenue is beginning to accelerate gaining six new customers in the quarter. Consequently, $CIEN now believes the revenue from Waveserver to exceed the previous projection of $50-100MM for FY17.

$CIEN {{ '2017-06-01T12:57:04+0000' | timeago}} • Webcast

$CIEN stated that in Asia-Pacific, India is currently the company's major contributor to growth, driving about $100MM in revenue from India alone in 1H17. The company believes that the current broad infrastructure build-out in India will be a long-term positive for $CIEN.

$CIEN {{ '2017-06-01T12:39:25+0000' | timeago}} • Infographic

$CIEN Ciena Corporation Earnings AlphaGraphics: Q2 2017 highlights

$CIEN {{ '2017-06-01T11:28:27+0000' | timeago}} • Announcement

$CIEN expects 3Q17 revenue in the range of $710-740MM and adjusted gross margin in the mid-40s percentage range. The company predicts adjusted operating expense of about $235MM.

$CIEN {{ '2017-06-01T11:25:12+0000' | timeago}} • Announcement

$CIEN reported a jump in 2Q17 earnings as positive market dynamics and a growing competitive advantage drove revenue higher. Net income rose to $38.03MM or $0.25 per share from $14MM or $0.10 per share last year. Revenue grew to $707.02MM from $640.72MM. Adjusted EPS increased to $0.45 from $0.34.

$CIEN {{ '2017-03-08T14:31:25+0000' | timeago}} • Webcast

$CIEN stated that with regards to cloud-DCI optical rollouts, it has a broad global engagement with the ICPs. The company provides services in and outside North America. This allows engagement with a broader set of customers in the DCI connectivity market. Amid slight fluctuations, $CIEN sees overall positive growth and market share gains.

$CIEN {{ '2017-03-08T14:09:54+0000' | timeago}} • Webcast

$CIEN said there are some large builds underway in India to bring 4G into the marketplace with a number of carriers investing significantly. India is $CIEN’s fastest growing country and the company is well-positioned. It is a multi-year opportunity across a broad base of technologies. $CIEN believes this market will bring high growth.

$CIEN {{ '2017-03-08T14:01:20+0000' | timeago}} • Webcast

For FY17, $CIEN expects to grow revenue faster than the overall market growth rate of mid single digits. The company expects adjusted GM in the mid-40s percentage range, adjusted Opex to average approx. $235MM per quarter and adjusted operating margin in the range of 11-13%.

$CIEN {{ '2017-03-08T13:56:18+0000' | timeago}} • Webcast

During 1Q17, $CIEN’s APAC revenue grew nearly 60% over 1Q16. India in particular continues to be a fast-growing market. In EMEA, revenue was up 13% YoY. Overall, international sales made up 39% of total revenue in 1Q17. In North America, revenue grew 14% YoY.

$CIEN {{ '2017-03-08T13:43:19+0000' | timeago}} • Webcast

In 1Q17, $CIEN’s revenue grew approx. 8.5% over 1Q16. The company won significant customers in the US, India, Japan and the Middle East and continued to gain share in key segments of the market including DCI and submarine applications. $CIEN saw its highest ever product order inflows in 1Q17.

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