company CIEN - SteadyBase

steadybase-$ company CIEN

account_id none on file

legal_name Ciena Corp

ticker CIEN

cik 936395

domain ciena.com

linkedin_company_url https://www.linkedin.com/company/ciena

entry_point_account_id none on file

name Ciena Corporation

exchange NYSE

sector Utilities

hq Hanover, MD, United States

irhttps://investor.ciena.com/

sector index/company/sector/utilities/

calls 5 filings 60 executives 7 family 0

why_now

service providers and cloud provider customers are increasingly working together to deliver connectivity through managed optical fiber networks or MOFN as they navigate regulatory requirements and capacity needs in the U.S. and in other new and emerging geographies around the world.

May 14, 2026 / receipt

In just the last few weeks, we've seen announcements from the four largest global hyperscalers that outlined a step function increase in their 2026 CapEx to more than $600 billion in aggregate, driven by infrastructure needs related to AI training and inference workloads at massive scale.

May 14, 2026 / receipt

our orders in India were up 40% year-over-year, reflecting ongoing high demand specifically for MOFN in that country.

May 14, 2026 / receipt

calls

So this is, it's not really a step up generally speaking, but it is a higher number than 20, the 2021 number is higher than 2020 because we didn't spend in some areas, including travel, including medical, et cetera, as a result of the pandemic.

Dec 10, 2020 / receipt, needs a key / Clint, CFO | earnings call 2020-12-10 | transcript f379f75b-cf14-41de-a571-a62efa8e6f0d | chars 42116-42360 | segment 42

Adjusted operating expense in the quarter was $251 million, lower than expected, mainly due to continued lower travel costs as a result of COVID-19.

Sep 3, 2020 / receipt, needs a key / CFO, CFO | earnings call 2020-09-03 | transcript ac7e011a-0602-4a64-8026-f181520f4fdc | chars 12986-13134 | segment 13

On OPEX, what I would say is that we're actually quite a bit below our OPEX expectation for this year, mainly due to travel and some other things that COVID has affected in our ability to get things done.

Sep 3, 2020 / receipt, needs a key / Jim O'Neill, CEO | earnings call 2020-09-03 | transcript ac7e011a-0602-4a64-8026-f181520f4fdc | chars 30858-31062 | segment 32

I will say that our OPEX this year is artificially low as a result of the lack of travel.

Sep 3, 2020 / receipt, needs a key / Jim O'Neill, CEO | earnings call 2020-09-03 | transcript ac7e011a-0602-4a64-8026-f181520f4fdc | chars 34070-34159 | segment 35

As with many other companies, OPEX in the quarter was lower than expected, largely due to a significant reduction in travel expense.

Jun 4, 2020 / receipt, needs a key / Jim (CEO), CEO | earnings call 2020-06-04 | transcript c56de81b-7589-4279-b4d8-252f6f8eed76 | chars 12990-13122 | segment 13

filings

Invoicing Specialist | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Gurugram/Invoicing-Specialist_R031665", "remote": false, "category": "other", "function": "other", "location": "G

company_statement / Sep 16, 2026 / receipt

Senior Java Developer- Telecom Domain | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Gurugram/Senior-Java-Developer--Telecom-Domain_R031647", "remote": false, "category": "other", "

company_statement / Sep 16, 2026 / receipt

Senior Optical Engineer | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Ottawa/Senior-Optical-Engineer_R031624", "remote": false, "category": "other", "function": "engineering", "loc

company_statement / Sep 16, 2026 / receipt

MOFN Sales Lead | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Remote-Australia/MOFN-Sales-Lead_R031650", "remote": false, "category": "sales_expansion", "function": "sales", "locat

company_statement / Sep 16, 2026 / receipt

Revenue At least 30% growth

ir_statement / Sep 16, 2026 / receipt

Senior Associate, PMO | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Gurugram/Senior-Associate--PMO_R031550", "remote": false, "category": "other", "function": "retail", "location":