2.94%
4.22%
36.22%
81.09%
59.10%
35.44%
108.32%
AI Spotlight on CIEN
Company Description
Ciena Corporation provides network hardware, software, and services that support the transport, routing, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks worldwide.The company's Networking Platforms segment offers hardware networking products and solutions that optimized for the convergence of coherent optical transport, optical transport network switching, and packet switching.Its products include 6500 Packet-Optical Platform, 5430 Reconfigurable Switching System, Waveserver stackable interconnect system, and the 6500 Reconfigurable line system, and the 5400 family of Packet-Optical platforms, as well as Z-Series Packet-Optical Platform; 3000 family of service delivery switches and service aggregation switches, and the 5000 family of service aggregation switches, as well as 8700 Packetwave Platform and the Ethernet packet configuration for the 5410 Service Aggregation Switch; and 6500 Packet Transport System.
This segment also sells operating system software and enhanced software features embedded in each of its products.The company's Blue Planet Automation Software and Services segment provides multi-domain service orchestration, inventory, route optimization and analysis, network function virtualization orchestration, analytics, and related services.Its Platform Software and Service segment offers OneControl unified management system and platform software services, as well as manage, control, and plan software.
The company's Global Services segment provides consulting and network design, installation and deployment, maintenance support, and training services.The company sells its products through direct and indirect sales channels to network operators.Ciena Corporation was founded in 1992 and is headquartered in Hanover, Maryland.
Market Data
| Last Price | 87.14 |
| Change Percentage | 2.94% |
| Open | 85.23 |
| Previous Close | 84.65 |
| Market Cap ( Millions) | 12384 |
| Volume | 2354544 |
| Year High | 101.44 |
| Year Low | 43.3 |
| M A 50 | 80.64 |
| M A 200 | 60.7 |
Financial Ratios
| FCF Yield | 3.03% |
| Dividend Yield | 0.00% |
| ROE | 2.92% |
| Debt / Equity | 57.96% |
| Net Debt / EBIDTA | 207.63% |
| Price To Book | 4.48 |
| Price Earnings Ratio | 150.2 |
| Price To FCF | 32.99 |
| Price To sales | 3.08 |
| EV / EBITDA | 38.95 |
News
- Jan -26 - AI Stocks Jumped Last Week—Here's What You Need to Know
- Jan -17 - Ciena Stock Soars 69% in the Past 6 Months: Will the Uptrend Continue?
- Jan -16 - Ciena Aids Southern Cross to Achieve 1 Tb/s Transpacific Transmission
- Jan -08 - Nokia named a 2025 top pick at Northland
- Jan -06 - Ciena to Webcast Financial Community Event – January 9, 2025
- Jan -03 - This Magnificent Artificial Intelligence (AI) Stock Jumped 90% in 2024. It Could Soar Over the Next 3 Years.
- Dec -25 - Ciena Rebounds: AI and Strong Guidance Drive Post-Earnings Surge
- Dec -17 - A Dive into Ciena (CIEN) International Revenue Trends and Forecasts
- Dec -17 - Ciena Corporation: I Don't See Much Upside From Here (Rating Downgrade)
- Dec -16 - Ciena Delivers Strong Q4 Earnings, But Valuation Demands Precision
- Dec -13 - Overlooked Stock: CIEN
- Dec -13 - Ciena's Strong 2025 Outlook Wins Analyst Confidence: AI Bandwidth And Optical Market Expansion In Focus
- Dec -13 - CIEN's Q4 Earnings Lag, Sales Beat, Stock Rallies 15% on Solid View
- Dec -12 - Why Ciena Stock Jumped Nearly 22% Today
- Dec -12 - Ciena reported a big profit miss. Here's why the stock is rocketing to a 22-year high.
- Dec -12 - Ciena Corporation (CIEN) Q4 2024 Earnings Call Transcript
- Dec -12 - Compared to Estimates, Ciena (CIEN) Q4 Earnings: A Look at Key Metrics
- Dec -12 - Ciena (CIEN) Lags Q4 Earnings Estimates
- Dec -12 - Ciena Stock Tumbles as Earnings Miss Estimates. What We Know.
- Dec -12 - Ciena Reports Fiscal Fourth Quarter 2024 Financial Results
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Networking Platforms
Expected Growth : 4 %
What the company do ?
Ciena Corporation's Networking Platforms provide a range of solutions for network infrastructure, including packet-optical transport, packet networking, and software platforms, enabling high-speed, scalable, and agile networks.
Why we expect these perspectives ?
Ciena's Networking Platforms segment growth is driven by increasing demand for high-capacity networks, 5G deployments, and cloud infrastructure expansion. Additionally, the rise of remote work and online learning fuels growth in bandwidth-intensive applications, while Ciena's innovative products and strategic partnerships further accelerate growth.
Segment n°2 -> Global Services
Expected Growth : 2 %
What the company do ?
Ciena's Global Services provides a comprehensive suite of services, including consulting, deployment, maintenance, and support, to help customers design, implement, and manage their network infrastructure.
Why we expect these perspectives ?
Ciena's Global Services segment growth is driven by increasing demand for network infrastructure upgrades, 5G deployments, and digital transformation initiatives. Additionally, the company's strategic partnerships, such as with Verizon and AT&T, contribute to its growth. Furthermore, Ciena's services portfolio expansion, including its Managed Services and Blue Planet software, also fuels growth.
Segment n°3 -> Platform Software and Services
Expected Growth : 3 %
What the company do ?
Ciena's Platform Software and Services provide a suite of tools and applications that enable network operators to design, deploy, and manage their networks efficiently.
Why we expect these perspectives ?
Ciena's Platform Software and Services segment growth is driven by increasing demand for network virtualization, 5G deployments, and cloud-based services. Operators seek to modernize and automate their networks, fueling demand for Ciena's software and services. Additionally, the company's Blue Planet software and WaveLogic technology provide a competitive edge, enabling customers to optimize network performance and reduce costs.
Segment n°4 -> Blue Planet Automation Software and Services
Expected Growth : 3 %
What the company do ?
Blue Planet Automation Software and Services from Ciena Corporation is a network management platform that automates and orchestrates network services across physical and virtual networks.
Why we expect these perspectives ?
Ciena's Blue Planet automation software and services experience 3-level growth driven by increasing demand for network automation, 5G deployments, and cloudification. Telecom operators seek to reduce operational costs and enhance customer experience, fueling adoption of Blue Planet's solutions. Additionally, the need for real-time analytics and AI-driven network optimization further propels growth in this segment.
Ciena Corporation Products
| Product Range | What is it ? |
|---|---|
| Packet Networking | Ciena's packet networking solutions provide scalable, high-performance, and highly available packet-based networks for service providers and enterprises. |
| Optical Networking | Ciena's optical networking solutions provide high-capacity, low-latency, and highly reliable optical networks for service providers and enterprises. |
| Software and Services | Ciena's software and services provide network management, analytics, and professional services to help customers design, deploy, and manage their networks. |
| Data Center Interconnect (DCI) | Ciena's DCI solutions provide high-capacity, low-latency, and highly reliable connectivity between data centers. |
| Network Functions Virtualization (NFV) | Ciena's NFV solutions provide virtualized network functions and services for service providers and enterprises. |
| WaveLogic | Ciena's WaveLogic solutions provide high-performance, high-capacity optical transmission and switching for service providers and enterprises. |
Ciena Corporation's Porter Forces
Threat Of Substitutes
Ciena Corporation's products and services are highly specialized, making it difficult for substitutes to emerge. However, the increasing adoption of cloud-based services and software-defined networking could pose a threat to Ciena's traditional business model.
Bargaining Power Of Customers
Ciena Corporation's customers are largely telecommunications service providers and large enterprises, which have limited bargaining power due to their dependence on Ciena's specialized products and services.
Bargaining Power Of Suppliers
Ciena Corporation relies on a diverse supply chain, which reduces the bargaining power of individual suppliers. However, the company's dependence on a few key suppliers for critical components could pose a risk.
Threat Of New Entrants
The telecommunications equipment industry has high barriers to entry, including significant capital expenditures and technical expertise. This makes it difficult for new entrants to compete with established players like Ciena Corporation.
Intensity Of Rivalry
The telecommunications equipment industry is highly competitive, with several established players competing for market share. Ciena Corporation faces intense competition from rivals such as Nokia, Ericsson, and Huawei.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 36.04% |
| Debt Cost | 6.97% |
| Equity Weight | 63.96% |
| Equity Cost | 8.95% |
| WACC | 8.24% |
| Leverage | 56.35% |
Ciena Corporation : Quality Control
Ciena Corporation passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ZBRA | Zebra Technologies Corporation, together with its subsidiaries, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Asset Intelligence & … |
| SATS | EchoStar Corporation, together with its subsidiaries, provides networking technologies and services worldwide. The company operates in two segments, Hughes and EchoStar Satellite Services (ESS). The Hughes segment offers broadband network … |
| JNPR | Juniper Networks, Inc. designs, develops, and sells network products and services worldwide. The company offers routing products, such as ACX series universal access routers to deploy high-bandwidth services; MX series … |
| UI | Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers. It develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and … |
| BDC | Belden Inc. provides portfolio of signal transmission solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It operates in two segments, Enterprise Solutions and Industrial Solutions. The … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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