Ciena
Ciena is a telecommunications equipment provider focused on optical transport technologies, with clients in a number of industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises worldwide. The company provides equipment, software, and services that support transport, switching, aggregation, service delivery, and data traffic management.www.ciena.com
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Search complete. 41 mentions across 23 episodes found for "Ciena".
Sep 15, 2026
Thomas MartinGUEST
all the other kinds of telecommunications that are in big demand, and Corning is the leader in that area.
Thomas MartinGUEST
Ciena is an optical systems company where they get the components together on many different scales to be able to process faster.
Thomas MartinGUEST
So it's the amount of compute and the speed with which you can process, and that's where Ciena can really help these companies to stay ahead of the curve.
Kelly EvansHOST
Well, it has seen a pullback from the summer, as many of these stocks have.
Kelly EvansHOST
This could be a moment, like you say, to, you know, to add them to the list.
Dave SekeraHOST
I think this one's down 45% from its peak, and yet it's still above our fair value of $325 a share.
Dave SekeraHOST
So I just have to kind of walk through, when you think about these type of stocks and Ciena in particular, what is our fair value based on in our model? And again, I don't think that we're being overly negative or overly conservative in our forecasts.
Dave SekeraHOST
This company did just under $5 billion of revenue in 2025.
Dave SekeraHOST
We're looking for them to do almost $12 billion of revenue by 2030.
Michael BatnickHOST
I'll hold it up 'cause it's not on the dock.
Michael BatnickHOST
This is a chart of Ciena, and as you know, Ciena was around during the dotcom bubble for the fiber optic build out straight up, straight down, and it looks eerily similar.
Michael BatnickHOST
Doesn't look great.
Dan SkellyGUEST
Yeah, and that's so, that's a, a perfectly reasonable analog.
Corey JohnsonHOST
This is a telecom company, it's an important telecom company, but it's all about AI and all about data centers right now.
Corey JohnsonHOST
And Ciena is certainly part of that.
Corey JohnsonHOST
Ciena builds the coherent optics and the line systems if you want to move data between and around data centers.
Corey JohnsonHOST
They transport everything from AI.
Corey JohnsonHOST
Well, everything is happening in the AI build out.
Corey JohnsonHOST
All the information is happening there.
Corey JohnsonHOST
Quite often, Ciena servers, Ciena devices, Ciena routers are using, not servers, but routers, are moving information through these Ciena devices to other Ciena devices to connect AI infrastructure.
Corey JohnsonHOST
And hyperscalers increasingly that are geographically separated from the GPUs they want to have connect to each other, again, are using these sort of single training fabrics of the company.
speaker_5NARRATOR
The demand is coming from data center interconnect, the fiber that carries traffic between and across AI campuses that have grown too large to sit inside a single building.
speaker_5NARRATOR
Ciena raised its outlook for the full fiscal year and adjusted profit per share climbed sharply.
speaker_5NARRATOR
The company also flagged rising customer concentration, which is the standing risk in selling to a handful of very large buyers.
Rick SpairHOST
From industry to the laboratory.
SusieHOST
It's September 3rd, 2026.
SusieHOST
And today we're looking at the ultimate physical toll collector, Ciena, ticker C-I-E-N, and their massive third quarter.
SusieHOST
Total revenue hit a record $1.67 billion, up 37% year over year.
MiroHOST
Right.
MiroHOST
Right, so that's exactly why the finance nerds love this quarter.
MiroHOST
They issued $2.9 billion in convertible debt at that flat rate you mentioned, instantly using the cash to extinguish their expensive legacy term loan.
SusieHOST
Okay, wait, walk me through that again, because I get why Ciena wants free money, obviously.
SusieHOST
But why on earth would investors hand over billions for literally zero return? What's the catch for the lender?
MiroHOST
Yes, $120 million stock dilution for parts.
MiroHOST
And Ciena is seeing so much network demand to connect existing GPU clusters that they are actually pre-funding their component suppliers all the way out to 2029.
SusieHOST
2029.
SusieHOST
That is years of corporate cash just sitting locked up on factory floors to front run shortages.
Adam SarhanHOST
All right, let's go through some of them.
Adam SarhanHOST
Those breakdowns to see, hey, what were they? Ciena, C-I-E-N broke down below support.
Adam SarhanHOST
TSN, which is Tyson Food, gapped down today.
Adam SarhanHOST
McDonald's broke down below support.
Joel ElconinHOST
We got NetApp.
Joel ElconinHOST
We got Ciena.
Joel ElconinHOST
But you know what we have? More importantly, at 8.35, Todd Gordon inside Edge Capital.
Joel ElconinHOST
He's fired up to make it back on pre-market prop.
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