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Compared to Estimates, Ciena (CIEN) Q2 Earnings: A Look at Key Metrics
CIENCiena(CIEN) ZACKS·2025-06-05 14:31

Core Insights - Ciena reported 1.13billioninrevenueforthequarterendedApril2025,markingayearoveryearincreaseof23.61.13 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 23.6% and a surprise of +2.78% over the Zacks Consensus Estimate of 1.1 billion [1] - The EPS for the same period was 0.42,comparedto0.42, compared to 0.27 a year ago, but fell short of the consensus estimate of 0.52,resultinginanEPSsurpriseof19.230.52, resulting in an EPS surprise of -19.23% [1] Revenue Breakdown - Total Networking Platforms revenue was 866.30 million, exceeding the estimated 829.74million,reflectinga+28.1829.74 million, reflecting a +28.1% change year-over-year [4] - Total Global Services revenue reached 146.20 million, slightly above the 144.17millionestimate,withan+8.5144.17 million estimate, with an +8.5% year-over-year change [4] - Software and Services revenue totaled 113.40 million, below the 117.98millionestimate,butstillshowinga+13.6117.98 million estimate, but still showing a +13.6% increase year-over-year [4] - Networking Platforms revenue from Routing and Switching was 92.70 million, underperforming the estimated 103.56million,witha20.2103.56 million, with a -20.2% change year-over-year [4] - Optical Networking revenue was 773.60 million, surpassing the 723.28millionestimate,indicatinga+38.1723.28 million estimate, indicating a +38.1% year-over-year increase [4] - Total Products revenue was 898.58 million, exceeding the estimated 874.35million,reflectinga+28.1874.35 million, reflecting a +28.1% change year-over-year [4] - Blue Planet Automation Software and Services revenue was 28 million, above the 25.43millionestimate,showingasignificant+94.425.43 million estimate, showing a significant +94.4% year-over-year increase [4] - Platform Software and Services revenue was 85.40 million, below the 100.05millionestimate,withnochangeyearoveryear[4]Servicesrevenuereached100.05 million estimate, with no change year-over-year [4] - Services revenue reached 227.30 million, slightly above the 222.76millionestimate,withan+8.5222.76 million estimate, with an +8.5% year-over-year change [4] Profitability Metrics - Gross profit from Products was 348.60 million, slightly below the 356.09millionestimate[4]GrossprofitfromServiceswas356.09 million estimate [4] - Gross profit from Services was 104.24 million, exceeding the $100.18 million estimate [4] Stock Performance - Ciena's shares have returned +14.4% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]