Summary

  • Fiscal third quarter 2026 revenue was $1 .67 billion, up 37% year-over-year
  • Fiscal third quarter 2026 adjusted Earnings Per Share (EPS) was $2.11 , an increase of 21 5% compared to fiscal third quarter 2025
  • Providing revenue guidance for fiscal fourth quarter 2026 of $1 .75 billion plus or minus $50 million
  • Raising revenue guidance for fiscal year 2026 to $6.42 billion plus or minus $50 million, a 35% increase year-over-year at the midpoint

Dubai, UAE-- Ciena® Corporation (NYSE: CIEN) today announced financial results for its fiscal third quarter ended August 1 , 2026.

"Today’s outstanding financial performance demonstrates Ciena’s leadership in providing industry-leading, high-

speed connectivity solutions as AI continues to drive compounding waves of network investment,” said Gary Smith, president and CEO, Ciena. “As the only pure-play optical systems and interconnects provider, Ciena’s unmatched combination of incumbency, technology innovation, and deep expertise gives us a powerful competitive edge."

"Our record fiscal third quarter results reflect Ciena’s ability to deliver increasingly profitable growth while positioning for future opportunities,” said Marc Graff, Ciena’s Chief Financial Offcer. “Our expanding supply

capacity, strengthening business fundamentals, and increasing operating leverage set the stage to continue to accelerate earnings and deliver long-term value for customers and shareholders.”

Revenue:

Net Income per diluted share:

 $1 .83 GAAP and $2.11 adjusted (non-GAAP) for the fiscal third quarter 2026, compared to $0.35 and $0.67 for fiscal third quarter 2025, respectively

The tables below (in millions, except percentage data) provide comparisons of certain quarterly results. Appendices A and B set forth reconciliations between the GAAP and adjusted (non-GAAP) measures contained in this release.