Ciena Q4 FY25: where the revenue came from and where it went
The whole income statement of Ciena for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Aug 3 – Nov 1, 2025
- Reported
- Dec 12, 2025
Revenue$1.35B
+20% year over year
Gross profit$0.58B
43% margin
Operating profit$0.01B
1% margin
Net profit$0.02B
1% margin
Net profit is larger than what operations earned, because the statement adds $0.02B below it, under Tax benefit.
The numbers
| 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 |
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