AI English summary of an SEC filing — figures as filed

Ciena reported fiscal third quarter 2025 revenue of $1.22 billion, compared to $942.3 million for fiscal third quarter 2024. Revenue increased 29.4%.

8-KResults of Operations and Financial ConditionFiled Sep 4, 2025Period of report Sep 4, 2025Summary published (UTC) Oct 9, 2026

Key points

AI summary

Ciena reported fiscal third quarter 2025 revenue of $1.22 billion, compared to $942.3 million for fiscal third quarter 2024. Revenue increased 29.4%.
The company's fiscal third quarter 2025 GAAP net income was $50.3 million, or $0.35 per diluted share, and adjusted (non-GAAP) net income was $96.2 million, or $0.67 per diluted share. For the prior-year quarter, GAAP net income was $14.2 million and adjusted (non-GAAP) net income was $50.8 million.
The company said it repurchased approximately 1.0 million shares of common stock for an aggregate price of $81.8 million during fiscal third quarter 2025. For the nine months ended August 2, 2025, cash provided by operating activities totaled $435,016 thousand.
Ciena provided fiscal fourth quarter 2025 guidance of revenue between $1.24 billion and $1.32 billion, adjusted (non-GAAP) gross margin between 42% and 43%, and adjusted operating expense between $390 million and $400 million.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Quarterly Revenue $1.22 billion

Ciena reported fiscal third quarter 2025 revenue of $1.22 billion, compared to $942.3 million for fiscal third quarter 2024. Revenue increased 29.4%.

Source · Based on the filing body and exhibits

GAAP Net Income and Adjusted Net Income

The company's fiscal third quarter 2025 GAAP net income was $50.3 million, or $0.35 per diluted share, and adjusted (non-GAAP) net income was $96.2 million, or $0.67 per diluted share. For the prior-year quarter, GAAP net income was $14.2 million and adjusted (non-GAAP) net income was $50.8 million.

Source · Based on the filing body and exhibits

Quarterly Share Repurchases and 9-Month Operating Cash Flow

The company said it repurchased approximately 1.0 million shares of common stock for an aggregate price of $81.8 million during fiscal third quarter 2025. For the nine months ended August 2, 2025, cash provided by operating activities totaled $435,016 thousand.

Source · Based on the filing body and exhibits

Fiscal Fourth Quarter 2025 Guidance

Ciena provided fiscal fourth quarter 2025 guidance of revenue between $1.24 billion and $1.32 billion, adjusted (non-GAAP) gross margin between 42% and 43%, and adjusted operating expense between $390 million and $400 million.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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