CIENA CORP(CIEN)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
CIENA CORP (CIEN) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores CIEN at 72.9/100 on a 32-signal composite quality model, placing it at rank #144 of 2,960 stocks — the top 5% of the AI-ranked universe. CIEN scores in the top quartile across balance sheet strength (84.5), revenue growth (83.0), revenue scale (80.3). Shareholder dilution risk is elevated at 28.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CIENA CORP reports quarterly revenue of $1.7B, net income of $266.4M, free cash flow of $116.3M. Top institutional holders of CIEN by reported 13-F value include FMR, BlackRock, JPMORGAN CHASE, based on the most recent SEC filings. CIEN trades on the NYSE exchange and files with the SEC under CIK 936395. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CIEN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CIENA CORP directly from SEC EDGAR.
AI Quality Score
72.9/100
AI Rank
#144
Revenue
$1.7B
Net Income
$266.4M
Free Cash Flow
$116.3M
CIEN key financials by period
CIENA CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$4.8B
$123.3M
4.1%
FY 2024
10-K
$4.0B
$84.0M
4.2%
FY 2023
10-K
$4.4B
$254.8M
8.2%
FY 2022
10-K
$3.6B
$152.9M
6.1%
FY 2021
10-K
$3.6B
$500.2M
13.7%
FY 2020
10-K
$3.5B
$361.3M
13.8%
Institutions holding CIEN
Institutional investors reporting a position in CIENA CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-09-03 — Q3 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Ciena posted $1.7B revenue (+37% YoY) and $266M net income on 45.4% gross margin, driven by AI and cloud infrastructure demand; issued $2.9B convertible notes.
Implementation, maintenance/support/learning, and advisory/enablement services.
Platform Software and Services$98.7M+10% YoY
Navigator Network Control Suite software and platform services subscriptions.
Blue Planet Automation Software and Services$23.2M-17% YoY
Orchestration and automation software, offset by lower unified assurance/analytics sales.
Largest Expense Items
Research and development$236.7M+12% YoY
Higher headcount from Nubis acquisition, engineering design, and WaveLogic coherent modem technology advancement.
Selling and marketing$154.0M+4% YoY
Increased employee-related compensation costs.
General and administrative$62.8M+4% YoY
Increases in professional services.
Margins: Gross margin expanded 410 bps to 45.4%, driven by cost reductions, pricing optimization, product mix shifts, tariff recoveries, and higher-margin implementation services, partially offset by lower manufacturing efficiencies and higher inventory obsolescence provisions.
Watch Items from the Filing
Cloud provider concentration: two cloud providers represent 43% of Q3 revenue ($696M of $1.67B)—Cloud Provider A 29% and Cloud Provider B 13%.
Supply chain: $3.3B in firm purchase order commitments to contract manufacturers and component suppliers; some orders non-cancellable with prepayment obligations.
Blue Planet segment declining: revenue down 17% YoY in Q3; nine-month loss of $6.2M vs. $19.3M profit year-ago, signaling weakness in orchestration and assurance software.
New convertible debt structure: $2.875B 0% Notes due 2031 with 3.9M shares underlying; $988.4M hedge cost and $873.4M warrant proceeds offset dilution but increase complexity.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
