Latest news with #Ciena
Zawya
7 hours ago
- Business
- Zawya
Ciena accelerates sustainable network transformation in line with UAE and Saudi Arabia's green ambitions
Dubai/Riyadh – Amid a surge in AI applications and network traffic, Ciena® (NYSE: CIEN), the global leader in high-speed connectivity, is driving sustainable innovation, circular practices, and efficiencies across its supply chain and operations, supporting the demand for high-performing, low-carbon networks in the Middle East and helping the region's Net Zero targets and Vision 2030 goals. Ciena's latest Sustainability Report spotlights innovations enabling network operators to reduce energy, waste, and material use while meeting increasing network capacity and performance needs. By focusing on these core areas, Ciena is driving meaningful progress and contributing to global and regional efforts to combat climate change. 'Leading hyperscale and cloud providers have made significant investments to launch data centers in Saudi Arabia to securely store content, run workloads and offer higher speeds for customers. This year alone, over $10 billion has been pledged for data center build outs in the country,' said James Crawshaw, practice leader, Omdia. Both the UAE and KSA have been accelerating their ambitions to become regional data centre powerhouses. Meanwhile, other local data centers in Ajman and Abu Dhabi will support burgeoning AI workloads. These developments require the network to scale sustainably to meet the needs of AI data center hubs. 'Ciena is at the forefront of creating modern architectures and implementing network optimizations to ensure our customers can maintain peak capacity and support evolving connectivity needs,' said Virginie Hollebecque, Vice President and Leader of Europe, Middle East and Africa at Ciena. 'As both the UAE and KSA accelerate their sustainability ambitions in line with global standards, Ciena is committed to meeting capacity demands while minimizing environmental impact. We are working with network operators to optimize optical network infrastructure and strategically support the evolution of AI data center hubs.' Ciena's WaveLogic 6 Extreme reduces power consumption per bit by 54%, enabling operators to scale sustainably. Earlier this year, e& UAE, deployed WaveLogic 6 Extreme (WL6e) on its optical network, boosting the network with ultra-high speed 400G client infrastructure connectivity, and supporting 10 Gb home services and wholesale and domestic business customer traffic with 100G and 400G requirements. Through Ciena's Adaptive Network vision, with programmable infrastructure and real-time telemetry data, advanced analytics, and AI, the network can constantly learn and improve efficiency, driving greater sustainability. Furthermore, its Blue Planet Intelligent Automation Portfolio and Navigator Network Control Suite deliver actionable insights, harnessing this real-time streaming telemetry data through open, industry-standard APIs. In addition to working with network operators to transform and scale their networks to optimize capacity and efficiency while reducing energy, Ciena supports circular practices. It is increasing the use of recycled plastics and using halogen-free printed circuit boards in its product design to reduce environmental impact. Its redesigned packaging now uses a minimum of 70% recycled content and to reduce emissions from both material use and shipping. About Ciena Ciena is the global leader in high-speed connectivity. We build the world's most adaptive networks to support exponential growth in bandwidth demand. By harnessing the power of our networking systems, components, automation software, and services, Ciena revolutionizes data transmission and network management. With unparalleled expertise and innovation, we empower our customers, partners, and communities to thrive in the AI era. Note to Ciena Investors You are encouraged to review the Investors section of our website, where we routinely post press releases, SEC filings, recent news, financial results, and other announcements. From time to time, we exclusively post material information to this website along with other disclosure channels that we use. This press release contains certain forward-looking statements that are based on our current expectations, forecasts, information, and assumptions. These statements involve inherent risks and uncertainties. Actual results or outcomes may differ materially from those stated or implied, because of risks and uncertainties, including those detailed in our most recent annual and quarterly reports filed with the SEC. Forward-looking statements include statements regarding our expectations, beliefs, intentions or strategies and can be identified by words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," "will," and "would" or similar words. Ciena assumes no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise.
Fast Company
15-07-2025
- Business
- Fast Company
The CEO of Ciena on how AI is fueling a global subsea cable boom
PREMIUM Gary B. Smith breaks down how undersea infrastructure is scaling to keep up. [Images:; donfiore/Adobe Stock] BY Max Ufberg Listen to this Article More info 0:00 / 9:49 Under the ocean's surface lies the true backbone of the internet: an estimated 870,000 miles of submarine cables that ferry over 95% of global intercontinental data traffic across every major ocean. These cables are critical infrastructure, carrying everything from our daily video calls to multinational financial transactions, and they're facing new challenges as both technology and geopolitics reshape global connectivity. Few companies are more embedded in that infrastructure than Ciena, the 33-year-old networking firm behind much of the gear that keeps global data flowing. With over $4 billion in annual revenue and a multifaceted customer base, Ciena is now navigating a more turbulent era, one where AI and geopolitics increasingly shape what's built, and where. Fast Company spoke with Ciena CEO Gary B. Smith about how subsea networks are adapting to shifting global demands. The conversation has been edited for length and clarity. What's changing right now about how subsea cables are being built and used? advertisement The super-early-rate deadline for Fast Company's Most Innovative Companies Awards is Friday, July 25, at 11:59 p.m. PT. Apply today. Subscribe to see the rest. Already Subscribed? Login. GET UNLIMITED ACCESS TO FAST COMPANY Enjoy the latest trends from the world-leading progressive business media brand just $1 Join for $1 Sign up for our weekly tech digest. SIGN UP This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Privacy Policy ABOUT THE AUTHOR Max Ufberg is a senior editor at Fast Company, overseeing the tech section. He has edited stories of all varieties, including the internal conflict plaguing the fact-checking site Snopes, MrBeast's financial connection to a Koch-funded nonprofit, and tech billionaires' controversial planned utopia in Solano County, California More Explore Topics Artificial Intelligence infrastructure Internet
Yahoo
15-07-2025
- Business
- Yahoo
Ciena, Telxius Achieve Industry-First 1.3 Tb/s Atlantic Data Transmission, Boosts AI, Data Center Connectivity
Ciena Corporation (NYSE:CIEN) is one of the best tech stocks to buy under $100. On June 25, Telxius, which is a global connectivity provider, and Ciena announced an industry first: a live 1.3 Tb/s single wavelength data transmission across the Atlantic Ocean. The achievement took place over Telxius' 6600 km Marea submarine cable, which connects Virginia Beach, Virginia, in the US, to Bilbao, Spain. The groundbreaking transmission was powered by Ciena's WaveLogic 6 Extreme (WL6e) technology, which uses state-of-the-art 3nm silicon. Beyond the record-setting data rate, the companies also achieved the highest-ever spectral-efficiency transmission across the Atlantic and reached 7.0 bits/s/Hz. This milestone offers enhanced support for the rising demands of AI and data center traffic growth. A team of telecom engineers discussing a communication infrastructure diagram. Ciena's WL6e technology is the industry's first high-bandwidth coherent transceiver. It offers a 50% reduction in space and power per bit to operators. Telxius plans to deploy WL6e in selected submarine systems across its network throughout the remainder of 2025 and beyond. Ciena Corporation (NYSE:CIEN) is a network technology company that provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. While we acknowledge the potential of CIEN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-07-2025
- Business
- Yahoo
Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?
Arista Networks, Inc. ANET and Ciena Corporation CIEN are two of the leading players in the global networking infrastructure industry. Arista offers one of the broadest product lines of data center and campus Ethernet switches and routers in the industry. It provides routing and switching platforms with industry-leading capacity, low latency, port density and power efficiency. On the other hand, Ciena is a leading provider of optical networking equipment, software and services. It offers a wide range of products and solutions that leverage WaveLogic coherent optical technology and intelligent photonics solutions. These are optimized for the convergence of coherent optical transport, open optical networking, Optical Transport Network (OTN) switching and IP routing and a diversified portfolio of cloud networking solutions for data centers and cloud computing environments, both Arista and Ciena have the wherewithal to cater to the evolving demands of business enterprises. Let us delve a little deeper into the companies' competitive dynamics to understand which of the two is relatively better placed in the industry. Arista holds a leadership position in 100-gigabit Ethernet switches and is increasingly gaining market traction in 200-and-400-gig high-performance switching products. It is witnessing solid demand trends among enterprise customers backed by its multi-domain modern software approach, which is built upon its unique and differentiating foundation, the single EOS (Extensible Operating System) and CloudVision stack. Arista has made several additions to its multi-cloud and cloud-native software product family with CloudEOS Edge. It has introduced new cognitive Wi-Fi software that delivers intelligent application identification, automated troubleshooting and location services. The versatility of Arista's unified software stack across various use cases, including WAN routing, campus and data center infrastructure, sets it apart from other competitors in the industry. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance and programmability, enabling integration with third-party applications for network management, automation and orchestration. The company boasts a comprehensive portfolio with the right network architecture for client-to-campus data center cloud and AI (artificial intelligence) networking, backed by three guiding principles. These include best-in-class, highly proactive products with resilience, zero-touch automation and telemetry with predictive client-to-cloud one-click operations with granular visibility and prescriptive insights for deeper AI algorithms. Arista should benefit from its software-driven, data-centric approach, which helps customers build their cloud architecture and enhance the cloud experience they offer their Arista remains plagued by high operating costs. Total operating expenses in first-quarter 2025 increased around 22.3% to $417.3 million, owing to a rise in headcount, new product introduction costs and higher variable compensation expenditures. Moreover, the redesigning of products and their supply chain mechanism has eroded margins. Although the company is witnessing increased demand, there are lingering supply bottlenecks for advanced products. Therefore, it is increasing orders for these components and trying to build up inventory, which is blocking working capital. Arista also faces severe competition in each of its served markets, especially from industry leader Cisco Systems, Inc. CSCO. Ciena's revenues are primarily generated from the growing demand for packet optical transport and switching products, integrated networks and service management software. The company has been diversifying its footprint in data center connectivity. This has enhanced its reach into a broader end-to-end optical and data equipment market. It is increasingly investing in the data and optical fiber market to cash in on the tremendous growth opportunity presented by bandwidth demand from network service providers. Network upgrades by telecom carriers to meet demand bode well for the company's long-term growth prospects. Ciena has added several new products and capabilities to its 5G Network Solutions portfolio, aimed at reducing network complexity and accelerating operators' migration to 5G. Increased network traffic, higher demand for bandwidth and adoption of cloud architectures remain key growth drivers as Ciena expects to improve its profitability with a balanced mix of new and existing customers. WaveLogic 6 Extreme is seeing strong market adoption, attracting customers looking for more capacity while saving space and power in their networks. Ciena is currently the only provider offering a 1.6 terabit WAN solution and anticipates maintaining this lead in next-generation optical technology for at least two years. Its coherent, pluggable solutions saw strong demand in the fiscal second quarter, and are on track to double year-over-year revenues to at least $150 million in fiscal 2025. Additionally, it is expanding its customer base for coherent routing and securing deals with international service providers and enterprise clients. However, Ciena faces potential disruptions from new tariffs and retaliatory trade actions, which are likely to increase costs for raw materials and components, disrupt supply chains and adversely impact global demand. These challenges may weigh on margins and hinder international expansion, requiring strategic adjustments to eliminate risks. During the fiscal second quarter, the company was plagued by a fast-changing U.S. tariff environment, which had hurt its bottom line. Despite quick mitigation efforts, system adjustments led to a mid-single-digit million-dollar loss. With the current tariff setup, management anticipates tariff costs of around $10 million each quarter in fiscal 2025. The Zacks Consensus Estimate for Arista's 2025 sales and EPS implies a year-over-year growth of 19.1% and 13.2%, respectively. The EPS estimates have been trending northward over the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Ciena's fiscal 2025 sales implies year-over-year growth of 14%, while that for EPS implies a rise of 24.2%. The EPS estimates have been trending southward over the past 60 days. Image Source: Zacks Investment Research Over the past year, Arista has gained 20.5% compared with the industry's growth of 36.3%. Ciena has gained 58.9% over the same period. Image Source: Zacks Investment Research Ciena looks more attractive than Arista from a valuation standpoint. Going by the price/earnings ratio, Ciena's shares currently trade at 26.1 forward earnings, significantly lower than Arista's 39.1. Image Source: Zacks Investment Research Arista carries a Zacks Rank #3 (Hold), while Ciena carries a Zacks Rank #5 (Strong Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks companies expect their sales and profits to improve in 2025. Arista has shown steady revenue and EPS growth for years, while Ciena has been facing a bumpy road. Arista has long-term earnings growth expectations of 14.8%, while Ciena has long-term earnings growth expectations of 34.9%. Ciena has a better price performance and attractive valuation metrics compared with Arsia. However, based solely on a superior Zacks Rank, Arista appears to be a better investment option at the moment. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report Ciena Corporation (CIEN) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
08-07-2025
- Business
- Yahoo
Morgan Stanley cuts Ciena as profit lags AI revenue gains
-- Morgan Stanley downgraded Ciena (NYSE:CIEN) Corp to Underweight from Equal Weight and trimmed its price target to $70 from $73, saying rising sales tied to artificial‑intelligence networks are not translating into higher earnings. Ciena has lifted its fiscal‑2026 revenue outlook by about 10% over the past three quarters, largely due to demand for 400‑gigabit pluggable modules used in data‑centre interconnects. Yet consensus earnings for the same period have slipped 4% as those lower‑margin products dilute profitability. 'We see risk reward skewed more negatively from here,' the note said, adding that Ciena's shares now trade roughly seven times above their three‑year average multiple. Morgan Stanley expects the company to keep beating revenue estimates, buoyed by a recent multi‑hundred‑million‑dollar GPU‑cluster win, but doubts the market will reward the topline outperformance unless gross margins forecasts already embed more than 100 basis points of margin expansion for FY26, leaving little room for positive surprises, it said. Tougher comparisons at telecommunications customers in the second half of this year and continued reliance on 400ZR modules could further cap earnings growth. The higher‑margin 800ZR product line should help, but it is unlikely to ramp meaningfully before 2026. The firm values Ciena at 21 times its FY26 earnings estimate of $3.33 a share, slightly below the stock's one‑year average multiple. A bear‑case valuation of $26 assumes flat EPS, tariff pressures and demand weakness, while a bull‑case view of $98 would require a faster‑than‑expected 800ZR rollout and stronger margins. Morgan Stanley highlighted risks including tariff‑driven cost inflation, macroeconomic headwinds and delays in AI‑related spending. 'FY26 revenue has been revised up ~10% … but we have seen EPS estimates for the same period fall (4%),' the analysts wrote, underscoring their concern that sales growth is not flowing through to the bottom line. Related articles Morgan Stanley cuts Ciena as profit lags AI revenue gains Mistral AI reportedly in talks for $1 billion funding from MGX, others EU nears US trade deal with Airbus exemptions, Ferrari left out - Bloomberg Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
