For the quarter ended October 2025, Ciena (CIEN) reported revenue of $1.35 billion, up 20.3% over the same period last year. EPS came in at $0.91, compared to $0.54 in the year-ago quarter.
The reported revenue represents a surprise of +4.95% over the Zacks Consensus Estimate of $1.29 billion. With the consensus EPS estimate being $0.77, the EPS surprise was +18.18%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ciena performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Total Networking Platforms: $1.05 billion versus the four-analyst average estimate of $988.48 million. The reported number represents a year-over-year change of +22%.
- Revenue- Total Global Services: $177.3 million versus $168.47 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +24.9% change.
- Revenue- Software and Services- Total (Platform + Blue Planet Automation): $127.1 million versus $138.53 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
- Revenue- Networking Platforms- Routing and Switching: $118.4 million compared to the $110.82 million average estimate based on three analysts. The reported number represents a change of +49.1% year over year.
- Revenue- Networking Platforms- Optical Networking: $929.2 million compared to the $875.87 million average estimate based on three analysts. The reported number represents a change of +19.2% year over year.
- Revenue- Products: $1.09 billion versus $1.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.4% change.
- Revenue- Blue Planet Automation Software and Services: $33.8 million compared to the $33.6 million average estimate based on three analysts. The reported number represents a change of +43.8% year over year.
- Revenue- Platform Software and Services: $93.3 million versus $109.24 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.3% change.
- Revenue- Services: $259.53 million versus the three-analyst average estimate of $258.17 million. The reported number represents a year-over-year change of +12%.
- Gross profit- Products: $462.3 million versus $421.34 million estimated by three analysts on average.
- Gross profit- Services: $114.88 million versus the three-analyst average estimate of $128.49 million.
View all Key Company Metrics for Ciena here>>>
Shares of Ciena have returned +5.9% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Ciena Corporation (CIEN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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