CIEN Ciena

Q3 2025 10-Q

Filed: Sep 4, 2025Period ending Aug 2, 2025

Information Technology

Telephone & Telegraph ApparatusSEC EDGAR

Ciena (CIEN) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Sep 4, 2025 for the fiscal period ending Aug 2, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

Management Discussion & Analysis

• Total operating expenses $429.5M, up 13.9% YoY from $377.2M in Q4 FY24
• R&D expense $211.9M (17.4% revenue) vs $188.9M (20.0%), +12.2% driven by employee compensation

+5 more insights

Risk Factors

• No newly added risk factors identified; section focuses on financial performance and cost trends
• Gross margin decreased by 160 bps QoQ to 41.3%, driven by 690 bps decline in services margin due to higher maintenance delivery costs

+3 more insights

Quarterly Financial Summary
XBRL

Revenue

$1.2B

▲ +29.4% YoY▲ +8.3% QoQ

Net Income

$50M

▲ +253.5% YoY▲ +460.9% QoQ

Gross Margin

41.3%

▼ -161bp YoY▲ +104bp QoQ

Operating Margin

6.0%

▲ +319bp YoY▲ +311bp QoQ

Net Margin

4.1%

▲ +262bp YoY▲ +333bp QoQ

EPS (Diluted)

$0.35

▲ +250.0% YoY▲ +483.3% QoQ

Operating Cash Flow

$174M

▲ +209.4% YoY▲ +11.1% QoQ

Source: XBRL data from Ciena Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other Ciena Quarterly Reports

Q1 2026 10-Q

Q2 2025 10-Q

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