Ciena tracker
What Ciena is building, from WaveLogic 6 and 1.6T plug-in optics to co-packaged optics for AI clusters, plus its sales by business quarter by quarter, results and the latest news.
Sales by business
Ciena reports five lines. Optical networking is the big one. Routing and switching is routers and switches. Platform software and Blue Planet are its software. Services covers installing and supporting networks.
May–Jul 2026
- Optical networking+46% on a year ago$1.19bn71%
- Routing and switching+31% on a year ago$164m10%
- Platform software and services+9.6% on a year ago$98.6m6%
- Blue Planet software−17% on a year ago$23.2m1%
- Global services+21% on a year ago$194m12%
The last five quarters
| Q3 FY25May–Jul 2025 | Q4 FY25Aug–Oct 2025 | Q1 FY26Nov 2025–Jan 2026 | Q2 FY26Feb–Apr 2026 | Q3 FY26May–Jul 2026 | |
|---|---|---|---|---|---|
| Optical networking | $816m | $929m | $1.02bn | $1.10bn | $1.19bn |
| Routing and switching | $126m | $118m | $126m | $174m | $164m |
| Platform software and services | $90.0m | $93.3m | $93.3m | $93.9m | $98.6m |
| Blue Planet software | $27.8m | $33.8m | $20.4m | $23.4m | $23.2m |
| Global services | $160m | $177m | $164m | $179m | $194m |
Figures from Ciena’s quarterly results tables. Sources: Q3 FY25, Q4 FY25, Q1 FY26, Q2 FY26, Q3 FY26
Money back to shareholders
Ciena hands cash back by buying its own shares (which leaves fewer shares, so each one owns more of the company). Read automatically from its quarterly filings with the US regulator.
- Shares bought back, last 12 months
- $422m
- Shares in issue
- 0.15bn
- +0.1% since Nov 2023–Jan 2024
Cash handed back each quarter
Cash paid out in each quarter; the year is Ciena’s own. Shares in issue is the average number in the quarter, counting options. SEC filings
Q3 FY26 results
Published 3 Sep 2026. Sales rose 37% to a record $1.67bn as cloud and AI customers bought more optical kit. Net income rose more than fivefold to $266m. Ciena raised its full-year sales forecast to $6.42bn.
In brief
- Sales of $1.67bn, up 37%.
- Optical networking sales of $1.19bn, up 46%; routing and switching $164m, up 31%.
- Net income of $266m, up from $50m. Adjusted earnings per share $2.11, up 215%.
- Two customers made up 41.7% of sales.
- Bought back about 0.4m shares for $172m.
- Forecast for Aug–Oct 2026: sales of $1.75bn, give or take $50m. Full-year forecast raised to $6.42bn.
Against a year ago (Q3 FY25)
| Q3 FY25 | Q3 FY26 | Change | |
|---|---|---|---|
| Sales | $1.22bn | $1.67bn | up +37% |
| Optical networking | $816m | $1.19bn | up +46% |
| Routing and switching | $126m | $164m | up +31% |
| Net income | $50.3m | $266m | up +430% |
Red and green show whether a change is good or bad for Ciena, so more spending shows in red.
Sales
Net income
Adjusted figures leave out one-off items. Ciena Q3 FY26 results, 3 Sep 2026
Products and progress
Where each Ciena product has got to, from first announcement to widely available. Checked against Ciena’s Q3 FY26 results (3 Sep 2026) and its announcements.
Optics
-
WaveLogic 6 Extreme Widely available
Record shipments in May–Jul 2026; on sale since Oct 2024
Ciena’s top optical engine. It sends up to 1.6 terabits a second down a single wavelength of light, for long-distance and undersea links. SDxCentral on Ciena Q3 FY26
-
WaveLogic 6 Nano 800G plug-ins Widely available
Shipped more than twice as many 800ZR plug-ins in May–Jul 2026 as the quarter before
Small optical modules that plug straight into routers and switches to link data centres up to hundreds of kilometres apart. MarketBeat, Ciena Q3 FY26 call
-
1600ZR plug-ins on 2nm In development
New 2nm chip for 1.6T plug-ins unveiled 10 Mar 2026
The next generation: 1.6 terabits a second on one wavelength from a plug-in module. Ciena news, 10 Mar 2026
Inside the data centre
-
Vesta 200 co-packaged optics In development
Unveiled 25 Feb 2026; first product from the Nubis purchase
A 6.4 terabit optical engine that sits right next to AI and switch chips. Ciena says it cuts power by up to 70%. Ciena news, 25 Feb 2026
-
Links in and around the data centre Early rollout
Sales from this area have quadrupled so far in FY26 (Sep 2026)
Optical kit used inside and between the buildings of big AI and cloud data centre campuses. MarketBeat, Ciena Q3 FY26 call
Systems
-
Reconfigurable Line Systems Widely available
Sales up more than 55% in May–Jul 2026
The boxes along a fibre route that boost and steer the light. A denser hyper-rail version was shown in Mar 2026. SDxCentral on Ciena Q3 FY26
-
Waveserver Widely available
Sales up more than 55% in May–Jul 2026
Compact boxes that link data centres to each other at very high speed. SDxCentral on Ciena Q3 FY26
-
Full spectrum transponders In development
Two design ideas shown at OFC, Mar 2026
Kit to light up a whole fibre at once rather than one wavelength at a time, for the biggest AI routes. Ciena news, 10 Mar 2026
Businesses
-
Optical networking (total) Widely available
$1.19bn of sales in May–Jul 2026, up 46%
All of Ciena’s optical kit together. 71% of its sales. Ciena Q3 FY26 results
-
Routing and switching Widely available
$164m of sales in May–Jul 2026, up 31%
Routers and switches, mostly for phone and broadband networks. Ciena Q3 FY26 results
-
Blue Planet software Widely available
$23m of sales in May–Jul 2026, down 17%
Software, now with AI agents, that helps phone companies run their networks automatically. Ciena Q3 FY26 results
-
Global services Widely available
$194m of sales in May–Jul 2026, up 21%
Installing, supporting and advising on customers’ networks. Ciena Q3 FY26 results
What’s new
- Filing Brodie Gage: sold 1,200 shares ($412,896) SEC,
- Filing Dino DiPerna: sold 890 shares ($308,866) SEC,
- Filing Gary B Smith: sold 2,952 shares ($1.0m) SEC,
- Filing David M Rothenstein: sold 2,500 shares ($870,157) SEC,
- Filing Notice of a planned share sale SEC,
- Filing Notice of a planned share sale SEC,
- Filing Notice of a planned share sale SEC,
- Filing Notice of a planned share sale SEC,
- Filing Gary B Smith: sold 2,952 shares ($1.1m) SEC,
- Filing Marc D. Graff: sold 97 shares ($34,453) SEC,
- Filing Sheela Kosaraju: sold 2,101 shares ($746,254) SEC,
- Filing Jason Phipps: sold 2,629 shares ($933,795) SEC,
- Filing Notice of a planned share sale SEC,
- Filing Notice of a planned share sale SEC,
- Filing Notice of a planned share sale SEC,
The last 30 days. Headlines link to the full stories on the publishers’ own sites.
Numbers
Sales each quarter
Net profit each quarter
| Quarter | Months | Sales | Net profit |
|---|---|---|---|
| Q3 FY26 | May–Jul 2026 | $1.67bn | $266m |
| Q2 FY26 | Feb–Apr 2026 | $1.57bn | $218m |
| Q1 FY26 | Nov 2025–Jan 2026 | $1.43bn | $150m |
| Q4 FY25 | Aug–Oct 2025 | $1.35bn | $19.5m |
| Q3 FY25 | May–Jul 2025 | $1.22bn | $50.3m |
| Q2 FY25 | Feb–Apr 2025 | $1.13bn | $9.0m |
Ciena’s financial year ends around 1 November, so its Q3 FY26 is May to July 2026. From Ciena’s results filed with the SEC; newer quarters appear automatically, with the business split added after each report is checked.
Directors’ share deals
Directors and senior staff must tell the SEC within two business days when they buy, sell or are given shares.
| Reported | Who | What happened |
|---|---|---|
| 19 Oct 2026 | Brodie GageEVP & Chief Product & Tech | Sold 1,200 shares at $344.08 ($412,896) |
| 19 Oct 2026 | Dino DiPernaEVP & Chief R&D Officer | Sold 890 shares at $347.04 ($308,866) |
| 19 Oct 2026 | Gary B SmithPresident & CEO, Director | Sold 2,952 shares at $348.02 ($1.0m) |
| 19 Oct 2026 | David M RothensteinEVP & Chief Strategy Officer | Sold 2,500 shares at $348.06 ($870,157) |
| 13 Oct 2026 | Gary B SmithPresident & CEO, Director | Sold 2,952 shares at $369.66 ($1.1m) |
| 6 Oct 2026 | Marc D. GraffEVP & Chief Financial Officer | Sold 97 shares at $355.19 ($34,453) |
| 6 Oct 2026 | Sheela KosarajuEVP & Chief Legal Officer | Sold 2,101 shares at $355.19 ($746,254) |
| 6 Oct 2026 | Jason PhippsEVP & Chief Customer Officer | Sold 2,629 shares at $355.19 ($933,795) |
From Form 4 filings on SEC EDGAR. ‘Used options’ means turning share options into shares; it is not a purchase on the market.
Share price
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Timeline
- Sep 2026Raises its FY26 sales forecast to $6.42bn.
- Feb 2026Unveils Vesta 200, its first co-packaged optics engine.
- Oct 2025Completes the $270m purchase of Nubis Communications.
- Oct 2024WaveLogic 6 Extreme, the first 1.6T-per-wavelength optics, goes on sale.
- 1992Ciena is founded in Maryland.
On X
Posts worth seeing will be added here. Meanwhile, these are the accounts to follow:
- @Ciena Ciena’s main account
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Start a Ciena thread on the forumWhere this comes from
- US filings, results and insider deals: SEC EDGAR
- Sales by business: Ciena’s quarterly results
- Product news: Ciena newsroom
- Products, cities and timeline: checked by ChartsView against the company’s own reports, last on 31 Oct 2026.
All sources are free and public. Data is collected each morning and refreshed through the day. This page is for information only and is not investment advice.
ChartsView is independent and is not connected with, or endorsed by, Ciena Corporation. The company’s name is used only to say who this page is about.