Ciena CIEN · USD
Information Technology · Communications Equipment · US listing · 🇺🇸 United States
S&P 500
269.33
+10.66%
Close of 9 Nov 2026, in USD
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About Ciena
From its filings with the US Securities and Exchange Commission
Ciena is based in Hanover, Maryland and is incorporated in Maryland. Its shares trade on NYSE under the ticker CIEN. It is a member of the S&P 500. The SEC classifies its business as telephone & telegraph apparatus. In the fiscal year to 1 November 2025, it reported revenue of $4.77bn and net income of $123.3m. At that date it held total assets of $5.86bn and shareholders' equity of $2.73bn.
We are a network technology company, providing hardware, software, and services to a wide range of network operators and enabling enhanced network capacity, service delivery, and automation. Our solutions support network traffic across a wide range of applications, including cloud, voice, video, data, and artificial intelligence (“AI”). Our network solutions are used globally by cloud providers, service providers, and other network operators across multiple industry verticals.
Our Networking Platforms, including our Optical Networking portfolio and Routing and Switching portfolio, are solutions applied from the network core to end user access points and allow network operators to scale capacity, increase transmission speeds, allocate traffic efficiently, and adapt dynamically to changing end-user service demands. Complementing our Networking Platforms, we offer Platform Software, which delivers multi-layer domain control and operations for network operators, and Blue Planet® Automation Software, which enables service lifecycle management automation with productized operational support systems (“OSS”) across domains and vendors. In addition to our hardware and software, we offer a broad range of complementary services that help our customers build, operate, and transform their networks and associated operational environments.
Quoted from its 10-K, filed 12 Dec 2025. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- Communications Equipment
- Listed since
- 1 Feb 1997
- Employees
- 9,080
- Website
- ciena.com ↗
- Head office
- 7035 RIDGE ROAD, HANOVER, MD, 21076
- Incorporated in
- MD
- Classification
- Telephone & Telegraph Apparatus
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Ms. Lawton FittIndependent Chairman of the Board$334,962
- Mr. Gary SmithPresident, Chief Executive Officer, Director, since 1997$14.1m
- Mr. Marc GraffChief Financial Officer, Senior Vice President
- Mr. James MoylanChief Financial Officer, Senior Vice President$4.0m
- Ms. Sheela KosarajuActing Chief People Officer, Senior Vice President, General Counsel
- Mr. Joe CumelloSenior Vice President, General Manager of Blue Planet Division
- Mr. David RothensteinSenior Vice President, Company Secretary, Chief Strategy Officer$3.4m
- Mr. Dino DipernaSenior Vice President - Global Research & Development$2.8m
- Mr. Brodie GageSenior Vice President - Global Products and Supply Chain
- Mr. Jason PhippsSenior Vice President - Global Customer Engagement$3.9m
- Mr. Patrick GallagherLead Independent Director$359,962
- Dr. Hassan AhmedIndependent Director$315,962
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 74
- Environment
- 91
- Social
- 99
- Governance
- 32
- Direct emissions (scope 1)
- 2,136 t
- Energy emissions (scope 2)
- 14,312 t
- Value chain emissions (scope 3)
- 2,426,871 t
- Women in the workforce
- 21.6%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Leading Technology: Ciena Corp is known for its cutting-edge technology solutions and innovative products, giving it a competitive advantage in the telecommunications industry.
- Strong Market Position: The company has established a strong presence in the market, enabling it to attract top-tier customers and secure long-term contracts.
- Global Reach: Ciena Corp operates globally, with a broad customer base and a strong foothold in both developed and emerging markets.
Weaknesses
- Dependence on Key Customers: Ciena Corp relies heavily on a few major customers for a significant portion of its revenue, making it vulnerable to fluctuations in demand or the loss of a key contract.
- High Research and Development Costs: Due to its focus on advanced technology, the company incurs substantial R&D expenses which may impact its profitability in the short term.
- Reliance on Suppliers: Ciena Corp is dependent on a limited number of suppliers for key components, which poses a risk in terms of supply chain disruptions and potential price increases.
Opportunities
- 5G Technology Adoption: The global shift towards 5G technology presents a significant growth opportunity for Ciena Corp, as it can provide solutions tailored for the next generation of communication networks.
- Expansion into Emerging Markets: The company can capitalize on the increasing demand for telecommunications infrastructure in emerging markets, where there is a need for modernization and expansion.
- Acquisitions and Partnerships: Strategic acquisitions and partnerships can enable Ciena Corp to enhance its product portfolio, enter new markets, and gain a competitive edge.
Threats
- Intense Competition: The telecommunications industry is highly competitive, with several established and emerging players vying for market share. Ciena Corp faces the risk of losing customers to competitors offering similar or superior solutions.
- Economic Uncertainty: Global economic conditions and fluctuations can affect the overall demand for telecommunications infrastructure, potentially impacting Ciena Corp's revenue and profitability.
- Regulatory Challenges: Regulatory changes and compliance requirements in various jurisdictions can pose challenges for Ciena Corp, potentially leading to increased costs or restrictions on its operations.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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