10-Q · latest 10
What Ciena's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 3 signals
Ciena discloses $3.3B in outstanding purchase commitments to suppliers.
The company has $3.3 billion in purchase order commitments with contract manufacturers and component suppliers.
$3.3B
Outstanding purchase order commitments to suppliers for inventory
Ciena records $72.4M charge for inventory excess and obsolescence.
The company recognized a $72.4 million provision for excess and obsolete inventory over nine months, indicating challenges in demand forecasting or product lifecycle management.
$72.4M
Provision for inventory excess and obsolescence over nine months
Ciena commits $3.3B in purchase orders to optimize its supply chain.
Ciena has $3.3 billion in outstanding purchase commitments for inventory as part of a stated effort to 'optimize the cost and functioning' of its supply chain.
$3.3B
Outstanding purchase order commitments for inventory.
U.S. Bank Trust Company, National AssociationBank of America, N.A.
- SEC EDGAR
10-Q
Filed · 10 signals
Blue Planet segment profit plummets 144% to a loss on lower sales and margins
Ciena's Blue Planet software division is facing a significant downturn, with segment profit swinging from a $6.5M gain to a $2.8M loss year-over-year.
$-2.8M
Blue Planet Automation Software and Services segment profit for the quarter ended May 2, 2026
-143.9%
Year-over-year change in Blue Planet segment profit
Ciena discloses $2.8B in purchase commitments, indicating high supplier dependency
With $2.8 billion in outstanding purchase order commitments to contract manufacturers and suppliers, Ciena faces significant supply chain risk and complexity.
$2.8B
Outstanding purchase order commitments for inventory
Ciena holds $2.8B in purchase commitments to combat supply chain volatility.
To mitigate supply chain volatility, Ciena has $2.8 billion in outstanding purchase orders with contract manufacturers and suppliers.
$2.8B
outstanding purchase order commitments for inventory
Ciena has $2.8 billion in outstanding purchase order commitments to suppliers.
The company is managing $2.8 billion in purchase commitments for inventory from contract manufacturers and component suppliers.
$2.8B
Outstanding purchase order commitments for inventory
The company is actively spending on financial, legal, and accounting advisory services for the integration of Nubis Communications.
Increasing finished goods inventory to mitigate supply chain volatility.
Ciena is deliberately increasing its holdings of finished goods to buffer against ongoing supply chain volatility.
$24.7M
Increase in inventories on cash flow statement (cash used)
Ciena holds a strong liquidity position with $1.4 billion in cash and investments.
With total cash, cash equivalents, and investments of $1.4 billion, Ciena has substantial capital available for strategic initiatives.
$1.4B
Total cash, cash equivalents, and investments
Earlier 10-Q filings
- 10-QFiled · 7 signalsSEC EDGAR
Showing 10 of 20 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Ciena earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Projecting 30%+ revenue growth for FY27 to over $8.3BProvided a strong preliminary outlook for fiscal 2027, expecting revenue to grow a minimum of 30% year-over-year to at least $8.3-$8.4 billion. This outlook is supported by strong demand visibility and investments in supply capacity. The company also expects to achieve a record adjusted operating margin between 25-27% in FY27. | |
| Backlog surpasses $8.5B, projected to exceed $10B by year-endCustomer demand and order flow remain exceptionally strong, with a book-to-bill ratio significantly greater than 1. Backlog increased by $800 million in Q3 to $8.5 billion. The company projects backlog will grow at an even greater rate in Q4 and exit fiscal 2026 with over $10 billion, with visibility extending well into fiscal 2028. | |
| AI driving multi-year, durable network investment and traffic growthAI is fundamentally re-architecting network infrastructure and will continue to drive significant increases in bandwidth connectivity demand and network traffic growth. High-speed, low-latency optical connectivity is now a critical enabler for operationalizing and monetizing AI investments across the WAN, AI WAN (DCI), and inside data centers. | |
| Ramping next-gen RLS Hyper-Rail for AI, competing in scale acrossThe next generation of photonic line systems, RLS Hyper-Rail, was co-created with hyperscalers to distribute AI training workloads. Customer orders are ramping, with initial standardization expected by end of 2026 and scaling to several hundred million dollars in revenue in 2027. This product positions Ciena in the high-growth 'scale across' market, where competitors like Cisco and Momentum... | |
| Record Q3 revenue of $1.7B, up 37% YoY; record margin and EPSReported record financial results with Q3 revenue of $1.7 billion, a 37% year-over-year increase. Adjusted operating margin reached a company record of 22.5%, more than doubling year-over-year. Adjusted EPS grew 215% to a record $2.11, while direct cloud provider revenue grew over 80%. | |
| Win with major hyperscaler displaces component competitorAnnounced a significant win with a major hyperscaler to integrate WaveLogic 6 coherent technology directly into the customer's own platform. This solution goes beyond the modem to a complete module, representing a significant takeaway from an unnamed component competitor and demonstrating flexibility in consumption models for their global optical network. |
Signal API · MCP
Track Ciena with the Signal API
One POST /v1/companies/enrich call with ciena.com returns Ciena 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"ciena.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Questions about Ciena 10-Q
When did Ciena file its latest 10-Q?
What did Ciena disclose in its latest 10-Q?
What did Ciena say on its recent earnings calls?
Where can I read Ciena's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .