Ciena's AI wave crests on big deals & record revenue, though customer dependency risk looms
AT&T and two unnamed customers accounted for more than 43% of Ciena’s Q4 revenue
AT&T and two unnamed customers accounted for more than 43% of Ciena’s Q4 revenue
But AI remains the catch
Demand for its Ethernet products now ‘on par’ with that of InfiniBand
The vendor's most recent growth results show continued strength
Vendor eyes AI-driven revenue models and post-quantum security
Cloud vendor cites personnel changes and additional reviews
Vendor leverages post-outage CCP program to test market demand for Falcon Flex, secures over 100 contract renewals while acquiring telemetry firm Onum
Nir Zuk departs to ‘turn his attention to a new set of challenges’ while the vendor provides an update on its $20 billion CyberArk deal
CEO confirms chip designer is in ‘advanced discussions’ with a hyperscaler ahead of 2028 data center comeback
CCG revenue drops 3% despite absorbing edge business, as 'step in the right direction' leaves networks behind
Company loses $100 million in future payments but downplays impact in earnings call