Short answer
Ciena (CIEN) filed an 8-K current report with the SEC on September 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.2). Fiscal Q3 2026 results for quarter ended August 1, 2026.
Ciena 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Fiscal Q3 2026 results for quarter ended August 1, 2026
- Press release furnished as Exhibit 99.1 with detailed financial results
- Investor presentation furnished as Exhibit 99.2 for supplemental performance context
- Investor call scheduled to discuss quarterly operations and results
Item EX-99.1 · Exhibit EX-99.2
- Fiscal Q3 2026 revenue $1.67B, up 37% YoY; optical networking drove growth at $1.19B
- Adjusted EPS $2.11, up 215% YoY; adjusted operating margin expanded to 22.5% from 10.7%
- Fiscal 2026 revenue guidance raised to $6.42B plus or minus $50M, implying 35% YoY growth at midpoint
- Q4 revenue guidance $1.75B plus or minus $50M, with adjusted operating margin guidance of 20% plus or minus 50 bps
- $171.7M spent repurchasing approximately 0.4M shares; two customers contributed 41.7% of revenue, highlighting concentration risk
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