Ciena比2025年第四季度的收入估计数高,由AI和云的需求推动,并提出了2026年的收入预测。 Ciena beat earnings estimates in Q4 2025, boosted by AI and cloud demand, and raised 2026 revenue forecast.

Ciena报告,2025年的Q4成果强劲,收入为13.5亿美元,经调整的EPS为0.91美元,超过估计数。 Ciena reported strong Q4 2025 results, with revenue of $1.35 billion and adjusted EPS of $0.91, surpassing estimates. 在AI和云的需求驱动下,全年收入达到47.7亿美元,比上一年增加19%。 Full-year revenue reached $4.77 billion, up 19% year-over-year, driven by AI and cloud demand. 该公司将2026财政年度收入指导提高到57亿至61亿美元,高于47.1亿美元的共识,预计问题1的总差值为43%至44%。 The company raised its FY2026 revenue guidance to $5.7–6.1 billion, up from a $4.71 billion consensus, and projected a gross margin of 43%-44% for Q1. 记录订单为78亿美元,积压增加到50亿美元。 Record orders of $7.8 billion boosted backlog to $5.0 billion. Ciena还收购了Nubis公司,以加强AI数据中心的连通性,并使研发支出增加11%。 Ciena also acquired Nubis to enhance AI data center connectivity and increased R&D spending by 11%.