CIEN Ciena

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Regulatory risk: heightened U.S.-China tensions causing tariffs, export controls, and restrictions disrupting supply chain and increasing costs
• • Macroeconomic risk: revenue concentration with 50% from top 5 customers, including one cloud provider at 18%, vulnerable to spending cuts

Management Discussion & Analysis

• • Revenue $4.8B, up 19% YoY from $4.0B in fiscal 2024
• • Gross margin 42.0% vs 42.8% in fiscal 2024, decline driven by lower services margin and product mix shifts

Business Overview

• • Core business model: Network infrastructure solutions for telecommunications and data center providers
• • No new products, services, or segments introduced or emphasized this year

Risk Factors

• • No material changes to risk factors since 2025 Annual Report; carried-forward risks govern current risk profile
• • Customer concentration risk: networking equipment demand highly cyclical, with large telecom/cloud customers driving revenue volatility

Management Discussion & Analysis

• • Revenue $1.43B in Q1 FY2026, up 33.1% ($354.8M) YoY, driven by cloud and AI-related demand
• • Total gross margin 43.8% vs 44.0% YoY; product margin 43.5% vs 42.6%; services margin 45.4% vs 49.6%

What are the latest CIEN SEC filings in 2026?

Ciena (CIEN) has filed a 10-K annual report on December 12, 2025, a 10-Q quarterly report on March 5, 2026, an 8-K current report on March 31, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CIEN file its most recent 10-K annual report?

Ciena (CIEN) filed its most recent 10-K annual report on December 12, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CIEN 10-Q quarterly reports?

Ciena (CIEN)'s most recent 10-Q quarterly report was filed on March 5, 2026. SignalX displays every CIEN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CIEN filed recently?

Ciena (CIEN)'s most recent 8-K was filed on March 31, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CIEN insider trading activity (Form 4)?

SignalX aggregates every CIEN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CIEN file with the SEC?

Ciena (CIEN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CIEN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Ciena (CIEN).

What is CIEN's SEC CIK number?

Ciena (CIEN)'s SEC CIK (Central Index Key) number is 936395. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 936395 to look up all CIEN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CIEN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Ciena (CIEN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.