Ciena Q3 FY26: 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
- 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
| 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 |
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