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Compared to Estimates, Ciena (CIEN) Q2 Earnings: A Look at Key Metrics

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Ciena (CIEN - Free Report) reported $1.13 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 23.6%. EPS of $0.42 for the same period compares to $0.27 a year ago.

The reported revenue represents a surprise of +2.78% over the Zacks Consensus Estimate of $1.1 billion. With the consensus EPS estimate being $0.52, the EPS surprise was -19.23%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $866.30 million versus $829.74 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +28.1% change.
  • Revenue- Total Global Services: $146.20 million compared to the $144.17 million average estimate based on four analysts. The reported number represents a change of +8.5% year over year.
  • Revenue- Software and Services- Total (Platform+Blue Planet Automation): $113.40 million compared to the $117.98 million average estimate based on four analysts. The reported number represents a change of +13.6% year over year.
  • Revenue- Networking Platforms- Routing and Switching: $92.70 million versus $103.56 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -20.2% change.
  • Revenue- Networking Platforms- Optical Networking: $773.60 million compared to the $723.28 million average estimate based on three analysts. The reported number represents a change of +38.1% year over year.
  • Revenue- Products: $898.58 million versus $874.35 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.1% change.
  • Revenue- Blue Planet Automation Software and Services: $28 million versus $25.43 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +94.4% change.
  • Revenue- Platform Software and Services: $85.40 million versus $100.05 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
  • Revenue- Services: $227.30 million versus the three-analyst average estimate of $222.76 million. The reported number represents a year-over-year change of +8.5%.
  • Gross profit- Products: $348.60 million versus the three-analyst average estimate of $356.09 million.
  • Gross profit- Services: $104.24 million versus $100.18 million estimated by three analysts on average.
View all Key Company Metrics for Ciena here>>>

Shares of Ciena have returned +14.4% over the past month versus the Zacks S&P 500 composite's +5.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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