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Upturn AI SWOT - About
CIEN 
Ciena Corp (CIEN)
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Upturn Advisory Summary
04/01/2025: CIEN (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -1.4% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.75B USD | Price to earnings Ratio 109.87 | 1Y Target Price 83.14 |
Price to earnings Ratio 109.87 | 1Y Target Price 83.14 | ||
Volume (30-day avg) 2764304 | Beta 0.91 | 52 Weeks Range 43.30 - 101.44 | Updated Date 04/1/2025 |
52 Weeks Range 43.30 - 101.44 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-05 | When Before Market | Estimate 0.495 | Actual 0.64 |
Profitability
Profit Margin 1.95% | Operating Margin (TTM) 7.67% |
Management Effectiveness
Return on Assets (TTM) 2.06% | Return on Equity (TTM) 2.76% |
Valuation
Trailing PE 109.87 | Forward PE 23.26 | Enterprise Value 9116846814 | Price to Sales(TTM) 2.16 |
Enterprise Value 9116846814 | Price to Sales(TTM) 2.16 | ||
Enterprise Value to Revenue 2.25 | Enterprise Value to EBITDA 26.26 | Shares Outstanding 142146000 | Shares Floating 140823721 |
Shares Outstanding 142146000 | Shares Floating 140823721 | ||
Percent Insiders 0.99 | Percent Institutions 102.44 |
Analyst Ratings
Rating 4 | Target Price 87.93 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ciena Corp
Company Overview
History and Background
Ciena Corp. was founded in 1992. It emerged during the telecommunications boom of the late 1990s, pioneering optical networking technology. Its early focus was on Dense Wavelength Division Multiplexing (DWDM) to increase fiber optic cable capacity. Ciena has grown through strategic acquisitions and partnerships, becoming a leading provider of networking systems, services, and software.
Core Business Areas
- Networking Platforms: This segment includes optical transport, routing and switching platforms used for high-capacity data transmission across long distances.
- Software and Services: This encompasses software solutions for network management, orchestration, and automation, as well as professional services like network design, deployment, and maintenance.
- Blue Planet: Blue Planet is Ciena's network automation platform, providing multi-domain service orchestration, inventory management, and analytics.
Leadership and Structure
Ciena is led by David M. Nash, President and CEO. The company has a typical corporate structure with functional departments like engineering, sales, marketing, and finance. It operates globally with regional sales and support teams.
Top Products and Market Share
Key Offerings
- WaveLogic Coherent Optics: Ciena's WaveLogic coherent optics technology is a leading solution for high-speed data transmission over optical networks. This technology enhances network capacity and efficiency. Competitors include Infinera and Nokia. It is hard to estimate precise product revenue but it is a substantial portion of their optical networking platform revenue.
- 6500 Packet-Optical Platform: The 6500 platform supports both packet and optical networking, providing flexibility for service providers and enterprises. This platform enables efficient transport of Ethernet, IP, and other services. Competitors include Cisco and Huawei. It is hard to estimate precise product revenue but it is a substantial portion of their networking platform revenue.
- Blue Planet Automation Software: Blue Planet is Ciena's open, multi-domain network automation platform that supports network lifecycle automation. Competitors include Amdocs and Netcracker. Revenue from the Blue Planet division is included within the Software and Services segment.
Market Dynamics
Industry Overview
The optical networking industry is experiencing growth driven by increasing bandwidth demand from cloud computing, video streaming, and 5G. The industry is characterized by technological innovation, intense competition, and consolidation.
Positioning
Ciena is a major player in the optical networking market, known for its advanced technology and comprehensive solutions. It has strong relationships with service providers and enterprises. It differentiates itself through technology leadership and a focus on open and programmable networks.
Total Addressable Market (TAM)
The TAM for optical networking equipment is projected to reach hundreds of billions of dollars in the coming years. Ciena is well-positioned to capture a significant share of this market due to its technology and customer relationships.
Upturn SWOT Analysis
Strengths
- Technology leadership in coherent optics
- Strong relationships with major service providers
- Comprehensive portfolio of networking solutions
- Established brand reputation
- Focus on open and programmable networks
Weaknesses
- Dependence on large service provider contracts
- Exposure to economic cycles in the telecommunications industry
- Complex product portfolio
- High R&D expenses
Opportunities
- Growth in cloud computing and data center interconnect
- Deployment of 5G networks
- Expansion into new markets and geographies
- Increasing demand for network automation
- Evolving network security landscape
Threats
- Intense competition from established players
- Emergence of disruptive technologies
- Economic downturns affecting capital spending
- Supply chain disruptions
- Geopolitical risks
Competitors and Market Share
Key Competitors
- Nokia (NOK)
- Infinera (INFN)
- Cisco (CSCO)
- Huawei
Competitive Landscape
Ciena competes on technology, price, and customer relationships. It has advantages in coherent optics and network automation. It faces challenges from larger competitors with broader product portfolios.
Major Acquisitions
Beni Networks
- Year: 2016
- Acquisition Price (USD millions): 92
- Strategic Rationale: Expanded Ciena's network function virtualization (NFV) capabilities.
Growth Trajectory and Initiatives
Historical Growth: Ciena has experienced growth driven by demand for its networking solutions. Their growth is highly dependent on large contracts.
Future Projections: Analyst projections for Ciena's future growth vary depending on market conditions and company performance. These are highly variable and dependent on market conditions.
Recent Initiatives: Ciena has focused on expanding its software and services business, and innovating with new technologies.
Summary
Ciena is a leading optical networking vendor with strengths in technology and customer relationships. Its success depends on securing large service provider contracts and adapting to evolving market demands. Ciena needs to focus on diversifying its revenue streams and managing competitive pressures. By focusing on innovation and expanding its service offerings, Ciena can strengthen its long-term market position.
Similar Companies
- NOK
- INFN
- CSCO
- Juniper (JNPR)
- ADTRAN (ADTN)
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ciena Corp
Exchange NYSE | Headquaters Hanover, MD, United States | ||
IPO Launch date 1997-02-07 | CEO, President & Director Mr. Gary B. Smith | ||
Sector Technology | Industry Communication Equipment | Full time employees 8795 | Website https://www.ciena.com |
Full time employees 8795 | Website https://www.ciena.com | ||
Ciena Corporation, a network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. It operates through Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services segments. The Networking Platforms segment consist of a range of products and solutions for convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services. This segments products include the 6500 Packet-Optical Platform, Waveserver modular interconnect system, the 6500 Reconfigurable Line system, Coherent ELS open line system, O-NID edge OTN demarcation device, coherent pluggable transceivers, and the 5400 family of Packet-Optical platforms; and the 3000 family of service delivery platforms and the 5000 family of service aggregation, as well as the 8100 Coherent IP networking platforms, WaveRouter product, virtualization software, the 6500 Packet Transport system, the 8700 Packetwave platform, and SD-Edge software and passive optical network routing and switching portfolio products. The Platform Software and Services segment offers Navigator Network Control Suite domain controller solution, OneControl unified management system, and data and planning tools. The Blue Planet Automation Software and Services segment comprises inventory management, multi-domain service orchestration, multi-cloud orchestration, route optimization and analysis, and unified assurance and analytics. The Global Services segment provides maintenance support and training, installation and deployment, and consulting and network design services. Ciena Corporation was incorporated in 1992 and is headquartered in Hanover, Maryland.
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