Ciena

CIEN Information Technology Market cap $45.2B as of Sep 14, 2026 16:00 ET S&P 500

Q3 FY26 May 3 – Aug 1, 2026 reported Sep 3, 2026

Revenue$1.67B +37% year over year

Gross profit$0.76B 45% margin

Operating profit$0.30B 18% margin

Net profit$0.27B 16% margin

The numbers behind the diagram

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Aug 1, 2026).
Item	Value	Share of revenue	Year over year
Revenue	1.67	100%	+37%
Optical networking	1.10	66%
Global services	0.18	11%
Routing & switching	0.17	10%
Platform software &	0.09	6%
Maintenance, support	0.09	5%
Blue planet automation	0.02	1%
Advisory & enablement	0.01	1%
Cost of revenue	−0.91	55%
Gross profit	0.76	45% margin	+4pp
R&D	−0.24	14%	−3pp
Sales & marketing	−0.15	9%	−3pp
G&A	−0.06	4%	−1pp
Operating profit	0.30	18% margin	+12pp
Other income, net	0.01
Tax	−0.04
Net profit	0.27	16% margin	+12pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q2 FY26 (period ends May 2, 2026).
Item	Value	Share of revenue	Year over year
Revenue	1.57	100%	+40%
Optical networking	1.10	70%	+42%
Routing & switching	0.17	11%	+88%
Platform software &	0.09	6%	+10%
Learning	0.09	6%	+12%
Implementation	0.08	5%	+37%
Blue planet automation	0.02	1%	−16%
Advisory & enablement	0.01	1%	+22%
Cost of revenue	−0.88	56%
Gross profit	0.69	44% margin	+4pp
R&D	−0.24	15%	−4pp
Sales & marketing	−0.15	10%	−3pp
G&A	−0.06	4%	−1pp
Operating profit	0.24	15% margin	+12pp
Tax	−0.02
Net profit	0.22	14% margin	+13pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Jan 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	1.43	100%	+33%
Optical networking	1.02	72%	+41%
Routing & switching	0.13	9%	+35%
Platform software &	0.09	6%	−2%
Learning	0.09	6%	+17%
Implementation	0.07	5%	+43%
Blue planet automation	0.02	1%	−22%
Advisory & enablement	0.01	1%	+10%
Cost of revenue	−0.80	56%
Gross profit	0.63	44% margin	+0pp
R&D	−0.22	16%	−2pp
Sales & marketing	−0.15	10%	−2pp
G&A	−0.06	4%	−1pp
Other	−0.01	1%	+0pp
Operating profit	0.19	13% margin	+6pp
Interest & other costs	−0.01
Tax	−0.03
Net profit	0.15	11% margin	+6pp

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Nov 1, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.35	100%	+20%
Routing & switching	0.43	32%
Platform software &	0.36	27%
Maintenance, support	0.32	23%
Blue planet automation	0.12	8%
Advisory & enablement	0.05	4%
Products & services at a	0.05	4%
Other revenue	0.03	2%
Cost of revenue	−0.78	57%
Gross profit	0.58	43% margin	+2pp
R&D	−0.23	17%	−1pp
Sales & marketing	−0.16	12%	−1pp
G&A	−0.07	5%	+0pp
Other	−0.11	8%	+0pp
Operating profit	0.01	1% margin	−4pp
Interest & other costs	−0.01
Tax benefit	0.02
Net profit	0.02	1% margin	−2pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Aug 2, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.22	100%	+29%
Optical networking	0.82	67%	+34%
Routing & switching	0.13	10%	+36%
Platform software &	0.09	7%	+8%
Training	0.08	7%	+9%
Installation & deployment	0.07	6%	+42%
Blue planet automation	0.03	2%	+8%
Consulting	0.01	1%	+5%
Cost of revenue	−0.72	59%
Gross profit	0.50	41% margin	−2pp
R&D	−0.21	17%	−3pp
Sales & marketing	−0.15	12%	−1pp
G&A	−0.06	5%	−1pp
Other	−0.01	1%	+0pp
Operating profit	0.07	6% margin	+3pp
Interest & other costs	−0.01
Tax	−0.02
Net profit	0.05	4% margin	+3pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

Financial health

The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.

Every set of results we hold, newest first. Open one on its own page.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q3 FY26 May 3 – Aug 1, 2026 reported Sep 3, 2026 Operating margin 18% Net profit $0.27B	May 3 – Aug 1, 2026	Sep 3, 2026	$1.67B	+37%	18%	$0.27B	16%
Q2 FY26 Feb 1 – May 2, 2026 reported Jun 4, 2026 Operating margin 15% Net profit $0.22B	Feb 1 – May 2, 2026	Jun 4, 2026	$1.57B	+40%	15%	$0.22B	14%
Q1 FY26 Nov 2, 2025 – Jan 31, 2026 reported Mar 5, 2026 Operating margin 13% Net profit $0.15B	Nov 2, 2025 – Jan 31, 2026	Mar 5, 2026	$1.43B	+33%	13%	$0.15B	11%
Q4 FY25 Aug 3 – Nov 1, 2025 reported Dec 12, 2025 Operating margin 1% Net profit $0.02B	Aug 3 – Nov 1, 2025	Dec 12, 2025	$1.35B	+20%	1%	$0.02B	1%
Q3 FY25 May 4 – Aug 2, 2025 reported Sep 4, 2025 Operating margin 6% Net profit $0.05B	May 4 – Aug 2, 2025	Sep 4, 2025	$1.22B	+29%	6%	$0.05B	4%