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Ciena (CIEN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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Ciena (CIEN - Free Report) reported $1.22 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 29.4%. EPS of $0.67 for the same period compares to $0.35 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +4%. The company delivered an EPS surprise of +28.85%, with the consensus EPS estimate being $0.52.
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: $941.4 million versus $895.05 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +34.6% change.
Revenue- Total Global Services: $160.2 million versus $151.98 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.7% change.
Revenue- Software and Services- Total (Platform + Blue Planet Automation): $117.8 million compared to the $126.04 million average estimate based on four analysts. The reported number represents a change of +8.1% year over year.
Revenue- Networking Platforms- Routing and Switching: $125.9 million versus $100.57 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +35.8% change.
Revenue- Networking Platforms- Optical Networking: $815.5 million compared to the $793.3 million average estimate based on three analysts. The reported number represents a change of +34.4% year over year.
Revenue- Products: $976.8 million versus $938.51 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +33.9% change.
Revenue- Blue Planet Automation Software and Services: $27.8 million compared to the $34.49 million average estimate based on three analysts. The reported number represents a change of +7.8% year over year.
Revenue- Platform Software and Services: $90 million versus the three-analyst average estimate of $93.94 million. The reported number represents a year-over-year change of +8.2%.
Revenue- Services: $242.58 million compared to the $238.91 million average estimate based on three analysts. The reported number represents a change of +14% year over year.
Gross profit- Products: $396.77 million versus $371.31 million estimated by three analysts on average.
Gross profit- Services: $106.31 million versus $112.15 million estimated by three analysts on average.
Shares of Ciena have returned +0.5% over the past month versus the Zacks S&P 500 composite's +3.6% 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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Ciena (CIEN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Ciena (CIEN - Free Report) reported $1.22 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 29.4%. EPS of $0.67 for the same period compares to $0.35 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +4%. The company delivered an EPS surprise of +28.85%, with the consensus EPS estimate being $0.52.
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:View all Key Company Metrics for Ciena here>>>
Shares of Ciena have returned +0.5% over the past month versus the Zacks S&P 500 composite's +3.6% 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.