CIEN · Q2 FY26 · May 2, 2026
Ciena Q2 FY26: where the revenue came from and where it went
Ciena Q2 FY26: revenue $1.6B (+40% year over year). Net profit $0.2B. Largest cohort Optical Networking $1.1B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- May 2, 2026
- Reported
- Jun 4, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$1.6B
+40% year over year
Gross profit$0.7B
44% margin
Operating profit$0.2B
15% margin
Net profit$0.2B
14% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1.6 | 100% | +40% |
| Optical Networking | 1.1 | 69% | +42% |
| Routing and Switching | 0.2 | 12% | +88% |
| Platform Software and | 0.1 | 6% | +10% |
| Learning | 0.1 | 6% | +12% |
| Implementation | 0.1 | 6% | +37% |
| Cost of revenue | −0.9 | 56% | |
| Gross profit | 0.7 | 44% margin | +4pp |
| Research & development | −0.2 | 15% | −4pp |
| Sales & marketing | −0.2 | 10% | −3pp |
| G&A | −0.1 | 4% | −1pp |
| Operating profit | 0.2 | 15% margin | +12pp |
| Net profit | 0.2 | 14% | +13pp |
Older quarters
-
Q1 FY26 1/2026Revenue $1.4B Net margin 11%
-
Q4 FY25 11/2025Revenue $1.4B Net margin 1%
-
Q3 FY25 8/2025Revenue $1.2B Net margin 4%
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