Ciena sees $1.6B in earnings with supply chain optimism
Vendor reports telecom bounceback and neocloud love in latest financials
News - Gary Smith
The latest news on networking, cloud, and AI infrastructure
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Ciena posts record $1.43B quarter but revenue held back by component crunch
Backlog swells to $7 billion as demand outstrips supply ‘for at least the next several quarters’
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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
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Ciena coheres with AI ‘neoscalers’ in Q3, ceases CPON and broadband R&D
Company earnings reveal end to PON development