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CIEN's Q2 Earnings on Deck: Should Investors Expect a Beat This Time?
CIEN's Q2 Earnings on Deck: Should Investors Expect a Beat This Time?

Yahoo

time5 days ago

  • Business
  • Yahoo

CIEN's Q2 Earnings on Deck: Should Investors Expect a Beat This Time?

Ciena Corporation CIEN is scheduled to report second-quarter fiscal 2025 results on June 5, before market Zacks Consensus Estimate for earnings is pegged at 52 cents per share, implying a 92.6% increase from the year-ago consensus estimate for revenues is pegged at $1.1 billion, suggesting a 20.3% rise from the prior-year level. For the fiscal second quarter, management expects revenues to be in the range of $1.05 billion to $1.13 earnings surpassed the Zacks Consensus Estimate in three of the last four quarters while lagging in one. It delivered a trailing four-quarter earnings surprise of 40%, on average. Shares of the company have soared 67.1% in the past year compared with the Zacks Fiber Optics industry's growth of 33.2%. Image Source: Zacks Investment Research Ongoing demand for high-speed connectivity driven by artificial intelligence (AI) and cloud services is likely to have aided Ciena's top-line performance in the fiscal second quarter. The proliferation of AI applications and increased cloud adoption are driving substantial network traffic, benefiting Ciena's core offerings. The company continues to witness strong, broad-based momentum across its portfolio of critical technologies serving both service provider and cloud provider is strategically positioned to benefit from the ongoing investments in AI and cloud infrastructure. Its optical networking solutions are essential for high-speed data transmission between data centers, a critical requirement for AI workloads. Continued advancements in optical networking technologies position Ciena favorably in the market. We estimate sales from optical networking to reach $678.8 million in the fiscal second quarter, up 21% year over year. The surging adoption of Blue Planet software is another tailwind. We expect revenues from Blue Planet Automation Software and Services to climb 50% year over year to $21.8 million in the quarter. Ciena's interconnects portfolio is also gaining momentum and offers strong growth potential, especially with AI in metro data center campuses and future in-data center use. Interconnects refer to tech that connects and links data centers, including pluggables and WaveLogic portfolio is key to building top-tier network backbones for the AI and cloud economy, both on land and undersea. Its WaveLogic 6 Extreme technology is gaining traction, with 20 new customers added in the fiscal first quarter, indicating strong market acceptance. Management plans to launch its 800G WaveLogic 6 nano pluggable in the first half of fiscal 2025, with deployments later for Metro DCI use. It also supports the first 1.6T Coherent-Lite solution for 2–20 km campus use, set for 2026. Ciena Corporation price-eps-surprise | Ciena Corporation Quote However, potential disruptions due to tariffs and global macroeconomic uncertainties could adversely impact supply chains and customer spending patterns. Heavy reliance on a few customers and intense competition in the communications networking equipment, software and services market are likely to have weighed on CIEN's performance in the fiscal second the fiscal second quarter, revenues from Global Services and Platform Software and Services are pegged at $156.3 million and $117.9 million, up 16.1% and 38% year over year. In May 2025, Ciena's Blue Planet software was adopted by Telefonica Germany to create one of Europe's first public cloud platforms for network automation and 5G monetization. The software helps manage and automate the network, including tools for inventory, orchestration and 5G network slicing, supporting Telefonica's IT and network Planet was also leveraged by Swisscom to modernize its assurance systems. Blue Planet's Unified Assurance and Analytics (UAA) will help manage faults and performance across Swisscom's network, starting with access and transport, and later covering mobile backhaul and B2B March 2025, Ciena and Lumen Technologies completed a successful trial of a 1.2 terabit wavelength service throughout 3,050 kilometers (more than 1,800 miles) on Lumen's Ultra-Low-Loss fiber network. This achievement marks the longest 1.2 terabit non-regenerated signal ever recorded. Our proven model predicts an earnings beat for CIEN in this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is exactly the case has an Earnings ESP of +20.10% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Here are some companies which, according to our model, also have the right combination of elements to post an earnings beat this season:Dollar Tree DLTR currently has an Earnings ESP of +5.49% and a Zacks Rank of 3. The company is likely to register top and bottom-line declines when it reports first-quarter fiscal 2025 results on June 4. The consensus mark for DLTR's quarterly revenues is pegged at $4.5 billion, which indicates a plunge of 40.5% from the figure reported in the prior-year quarter. You can see the complete list of today's Zacks #1 Rank stocks Zacks Consensus Estimate for Dollar Tree's earnings has moved up a couple of cents to $1.20 per share in the past 30 days. The consensus estimate indicates a drop of 16.1% from the year-ago quarter's actual. DLTR delivered a negative trailing four-quarter earnings surprise of 8.4%, on General Corporation DG currently has an Earnings ESP of +2.64% and a Zacks Rank #3. The Zacks Consensus Estimate for first-quarter fiscal 2025 earnings per share has increased a penny in the past 30 days to $1.47, implying a 10.9% year-over-year decline. DG is slated to release quarterly results on June Zacks Consensus Estimate for quarterly revenues is pegged at $10.3 billion, which indicates an increase of 3.7% from the figure reported in the prior-year quarter. DG delivered a trailing four-quarter earnings surprise of 1.2%, on athletica LULU currently has an Earnings ESP of +1.82% and a Zacks Rank of 3. LULU is slated to report first-quarter fiscal 2025 results on June 5. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.4 billion, indicating 6.6% growth from the figure reported in the year-ago consensus estimate for LULU's earnings has been pegged at $2.58 per share, indicating a drop of 1.6% from the year-ago quarter's actual. LULU has a trailing four-quarter earnings surprise of 6.6%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dollar General Corporation (DG) : Free Stock Analysis Report Dollar Tree, Inc. (DLTR) : Free Stock Analysis Report Ciena Corporation (CIEN) : Free Stock Analysis Report lululemon athletica inc. (LULU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption
Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption

Yahoo

time05-05-2025

  • Business
  • Yahoo

Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption

LITTLE ROCK, Ark., May 05, 2025--(BUSINESS WIRE)--Windstream Wholesale, a leader in optical technology and advanced network solutions, is proud to announce the successful completion of a groundbreaking industry-first trial of Ciena's (NYSE: CIEN) WaveLogic 6 Extreme (WL6e) 2x1.2Tb with 3x800G Wave services. This milestone, achieved in collaboration with Ciena, represents a significant leap forward in optical network innovation. The trial took place over a 1,590-kilometer route from Virginia Beach to Jacksonville, Fla., utilizing Ciena's state-of-the-art Reconfigurable Line System (RLS) deployed on Windstream Wholesale's unique high-capacity Beach Route. Windstream Wholesale is the first in the industry to trial 3x 800G services over mated WL6e wavelengths. This pioneering initiative showcased the ultra-long-haul and high client-side bandwidth capabilities of Ciena's WL6e technology to support multiple 800G Wave services beyond 1,590 kilometers without regeneration, offering transformative benefits for ultra-long-haul applications. This technological advancement is poised to meet the requirements of forthcoming multiple 800G service demands, on top of the existing large demands for Nx400G services. Customer Benefits The successful deployment of Ciena's WL6e technology promises several advantages for Windstream Wholesale's customers, including enhanced connectivity solutions with greater scalability, flexibility, and reliability. This innovation is particularly beneficial for high-bandwidth applications, supporting emerging business needs and driving future sales of Nx800G services. "We are thrilled to have completed this groundbreaking trial with Ciena, demonstrating our commitment to pushing the boundaries of optical networking technology," said Joe Scattareggia, president of Windstream Wholesale. "This achievement reflects our dedication to delivering innovative solutions that meet our customers' needs and paves the way for future advancements." Windstream Wholesale plans to begin selling 800G Wave services in the second half of 2025 over its Intelligent Converged Optical Network backbone. "Our successful collaboration with Windstream Wholesale showcases our shared vision to lead the industry in optical network advancements. The completion of the WL6e trial is a testament to our dedication to empowering network operators to thrive in the digital age," said Brodie Gage, senior vice president, Global Products and Supply Chain, Ciena. Windstream Wholesale and Ciena are proud to be at the forefront of technological innovation, and the completion of this trial represents a significant step forward in redefining the possibilities of optical networking. Both companies will be sharing the success of the trial during the International Telecoms Week, opening today in National Harbor and continuing through May 7. To view the complete nationwide Windstream Wholesale network, visit About Windstream Wholesale Windstream Wholesale is an innovative optical technology leader that delivers fast, flexible, and customized wavelength and dark fiber solutions to carriers, content providers, and hyperscalers in the U.S. and Canada. Windstream Wholesale is one of three brands managed by Windstream. The company's quality-first approach connects customers to new opportunities and possibilities by delivering a full suite of advanced communications services. Windstream also offers fiber-based broadband to residential and small business customers in 18 states as well as managed cloud communications and security services to mid-to-large enterprises and government entities across the U.S. Windstream is a privately held company headquartered in Little Rock, Ark. Additional information about Windstream Wholesale is available at Follow us on X (Twitter) @Windstream and LinkedIn at @Windstream. Category: Wholesale View source version on Contacts Media Contact: Scott Morris, Sign in to access your portfolio

Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption
Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption

Business Wire

time05-05-2025

  • Business
  • Business Wire

Windstream Wholesale and Ciena Complete WL6e Trial to Advance 800G Service Adoption

LITTLE ROCK, Ark.--(BUSINESS WIRE)--Windstream Wholesale, a leader in optical technology and advanced network solutions, is proud to announce the successful completion of a groundbreaking industry-first trial of Ciena's (NYSE: CIEN) WaveLogic 6 Extreme (WL6e) 2x1.2Tb with 3x800G Wave services. This milestone, achieved in collaboration with Ciena, represents a significant leap forward in optical network innovation. The trial took place over a 1,590-kilometer route from Virginia Beach to Jacksonville, Fla., utilizing Ciena's state-of-the-art Reconfigurable Line System (RLS) deployed on Windstream Wholesale's unique high-capacity Beach Route. Windstream Wholesale is the first in the industry to trial 3x 800G services over mated WL6e wavelengths. This pioneering initiative showcased the ultra-long-haul and high client-side bandwidth capabilities of Ciena's WL6e technology to support multiple 800G Wave services beyond 1,590 kilometers without regeneration, offering transformative benefits for ultra-long-haul applications. This technological advancement is poised to meet the requirements of forthcoming multiple 800G service demands, on top of the existing large demands for Nx400G services. Customer Benefits The successful deployment of Ciena's WL6e technology promises several advantages for Windstream Wholesale's customers, including enhanced connectivity solutions with greater scalability, flexibility, and reliability. This innovation is particularly beneficial for high-bandwidth applications, supporting emerging business needs and driving future sales of Nx800G services. "We are thrilled to have completed this groundbreaking trial with Ciena, demonstrating our commitment to pushing the boundaries of optical networking technology,' said Joe Scattareggia, president of Windstream Wholesale. 'This achievement reflects our dedication to delivering innovative solutions that meet our customers' needs and paves the way for future advancements." Windstream Wholesale plans to begin selling 800G Wave services in the second half of 2025 over its Intelligent Converged Optical Network backbone. "Our successful collaboration with Windstream Wholesale showcases our shared vision to lead the industry in optical network advancements. The completion of the WL6e trial is a testament to our dedication to empowering network operators to thrive in the digital age,' said Brodie Gage, senior vice president, Global Products and Supply Chain, Ciena. Windstream Wholesale and Ciena are proud to be at the forefront of technological innovation, and the completion of this trial represents a significant step forward in redefining the possibilities of optical networking. Both companies will be sharing the success of the trial during the International Telecoms Week, opening today in National Harbor and continuing through May 7. To view the complete nationwide Windstream Wholesale network, visit About Windstream Wholesale Windstream Wholesale is an innovative optical technology leader that delivers fast, flexible, and customized wavelength and dark fiber solutions to carriers, content providers, and hyperscalers in the U.S. and Canada. Windstream Wholesale is one of three brands managed by Windstream. The company's quality-first approach connects customers to new opportunities and possibilities by delivering a full suite of advanced communications services. Windstream also offers fiber-based broadband to residential and small business customers in 18 states as well as managed cloud communications and security services to mid-to-large enterprises and government entities across the U.S. Windstream is a privately held company headquartered in Little Rock, Ark. Additional information about Windstream Wholesale is available at Follow us on X (Twitter) @Windstream and LinkedIn at @Windstream. Category: Wholesale

Lumen and Ciena Transmit Record-breaking 1.2 Tbps Wavelength Service Across 3,050 Kilometers
Lumen and Ciena Transmit Record-breaking 1.2 Tbps Wavelength Service Across 3,050 Kilometers

Yahoo

time27-03-2025

  • Business
  • Yahoo

Lumen and Ciena Transmit Record-breaking 1.2 Tbps Wavelength Service Across 3,050 Kilometers

Network trial paves the way for hyperscalers and enterprises to have the bandwidth agility and cost-efficiency needed for AI and next-gen applications DENVER, March 27, 2025 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) and Ciena (NYSE: CIEN) have successfully established a 1.2 terabit wavelength service trial across 3,050 kilometers (more than 1,800 miles) on Lumen's Ultra-Low-Loss (ULL) fiber network, making it the world's longest 1.2 terabit non-regenerated signal. Using 800G interfaces, Lumen and Ciena successfully tested and qualified the services to support wavelength, Ethernet, and IP services over the 1.2 Tbps single carrier channel. The live network trial from Denver to Dallas used Ciena's latest WaveLogic 6 Extreme (WL6e) technology equipped in the Waveserver platform running over a 6500 photonic line system. "1.2 terabits per second isn't just about incredible speed and long distances, it's about the value of enabling the next wave of digital transformation. Lumen is at the forefront of building a next-generation network designed to handle the explosive growth of AI and cloud workloads," said Dave Ward, Lumen's chief technology and product officer. "Our investment in increased capacity, powered by Ciena's WaveLogic 6 technology, provides our hyperscale cloud partners and enterprises with the ultra-high-capacity connectivity needed to scale their AI and cloud applications. With 400G connectivity speeds today and a seamless upgrade path to 1.2 terabits, Lumen stands as the trusted network for AI." The trial also showcased the impressive performance and seamless interoperability between Ciena's Waveserver platform and the Juniper PTX10002-36QDD Packet Transport Router at 800 Gbps over the ultra-long-haul 1.2 Tbps intercity network. By leveraging the performance, flexibility and scalability of the Juniper PTX Series Routers, Lumen successfully established Ethernet and IP services with minimal latency and zero packet loss throughout the tests. Why it Matters AI, cloud and security demands are pushing data transmission speeds to new limits. For hyperscalers and enterprises, the jump to 1.2 Tbps wavelength services unlocks next-gen AI, cloud and data-intensive applications while improving scalability and network efficiency. "At Microsoft, the demand for ultra-high-speed, low-latency connectivity is growing exponentially as AI workloads, cloud applications, and real-time analytics scale," the company said. "Lumen and Ciena's successful wavelength trial showcases a forward-thinking approach to meeting these growing demands. By enabling more efficient data movement over vast distances, this solution helps us optimize cloud performance, enhance customer experiences, and support the rapid expansion of AI training and inferencing models across our global infrastructure." Ciena's WL6e is the industry's first high-bandwidth coherent transceiver using state-of-the-art 3nm silicon, capable of carrying capacity up to 1.6 terabits per second per wavelength. "As the pioneer in high-speed optical innovation, we are dedicated to helping our customers set new benchmarks in network performance and efficiency," said Brodie Gage, Ciena senior vice president, global products and supply chain. "This industry-first trial with Lumen marks a pivotal step in our efforts to prepare networks for the AI era. Lumen's network does not stand still. Continuous investment in the latest network technology is essential for keeping up with bandwidth demands today and into the future." Faster connections up to 1.2 Tbps wavelengths means less lag, more capacity and the flexibility to handle the most data-hungry applications across multiple industries: AI & Machine Learning Hyperscale Cloud & Data Center Interconnects Financial Trading and Market Data Transport Cybersecurity & AI-powered Threat Intelligence Media & Streaming The Lumen 400G-enabled network already spans over 78,000 route miles, and the company continues to invest in next-generation fiber to enhance its Ultra-Low Loss (ULL) fiber network, the largest in North America. Additional Resources: Frost & Sullivan named Lumen the 2024 Frost Radar Growth and Innovation Index leader for Wavelength Services in North America. Vertical Systems Group (VSG) Ranked Lumen #1 in Waves on their Year-End 2024 Leaderboard for the fourth consecutive year. About Lumen Technologies Lumen is unleashing the world's digital potential. We ignite business growth by connecting people, data, and applications – quickly, securely, and effortlessly. As the trusted network for AI, Lumen uses the scale of our network to help companies realize AI's full potential. From metro connectivity to long-haul data transport to our edge cloud, security, managed service, and digital platform capabilities, we meet our customers' needs today and as they build for tomorrow. For news and insights visit LinkedIn: /lumentechnologies, X: @lumentechco, Facebook: /lumentechnologies, Instagram: @lumentechnologies, and YouTube: /lumentechnologies. View original content to download multimedia: SOURCE Lumen Technologies Sign in to access your portfolio

e& UAE Upgrades Network with Ciena's WaveLogic 6 Extreme - TECHx Media e& UAE Upgrades Network with Ciena's WaveLogic 6 Extreme
e& UAE Upgrades Network with Ciena's WaveLogic 6 Extreme - TECHx Media e& UAE Upgrades Network with Ciena's WaveLogic 6 Extreme

TECHx

time01-03-2025

  • Business
  • TECHx

e& UAE Upgrades Network with Ciena's WaveLogic 6 Extreme - TECHx Media e& UAE Upgrades Network with Ciena's WaveLogic 6 Extreme

e& UAE, the telecom arm of e&, has achieved a regional first in the Middle East and Africa by deploying Ciena's WaveLogic 6 Extreme (WL6e) on its optical network. This cutting-edge technology significantly enhances the network, enabling ultra-high-speed 400G client infrastructure connectivity. It supports 10Gb home services and caters to wholesale and domestic business customers with 100G and 400G requirements. The deployment also optimizes e&'s 5G network, delivering a premium customer experience, while bolstering the network to meet the growing demands of artificial intelligence (AI) data center hubs. With WL6e, powered by advanced 3nm silicon technology, e& UAE has doubled its data transmission capacity per wavelength to an impressive 1.6 Tb/s, all within the existing network footprint. This breakthrough confirms the enhancement of e&'s optical network capabilities, solidifying its position at the forefront of telecom innovation. Pete Hall, Head of Middle East and Africa at Ciena, stated, 'The Middle East and Africa region is on the brink of a digital evolution, driven by favorable government policies and the growing demand for cloud services, 5G, and more. WL6e enables e& UAE to provide high-speed connectivity while laying the foundation for a digital future.' Abdulrahman Al Humaidan, Senior Vice President of Access Network Department at e& UAE, commented, 'Deploying 1.6T line technology is a natural progression in our network transformation. With Ciena's power-efficient approach and innovation, we are preparing our network for the future needs of AI-based services and contributing to the region's digital transformation.' This deployment places e& UAE in a leadership position, offering scalable, future-ready infrastructure to meet the demands of tomorrow's digital economy.

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