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Ciena: A Steadier Way Into The Optical AI Trade

Ciena Corporation 2026 Q3 - Results - Earnings Call Presentation

Ciena Corporation (CIEN) Q3 2026 Earnings Call Transcript

Ciena sees AI driving multi-year optical infrastructure investment cycle

AI is triggering a multiyear re-architecture of network infrastructure, says Ciena, driving higher bandwidth demand and making optical connectivity increasingly critical from long-...

e& UAE Taps Ciena for AI-Ready Optical Network

e& UAE’s Ciena-powered DWDM upgrade boosts Middle East network capacity for cloud, AI, data centres and VoIP services. By delivering scalable, low-latency optical connectivity,...

Earnings call transcript: Ciena tops Q3 2026 forecasts but shares fall

Ciena CEO Sells 2,952 Shares for $1.3 Million

Disposition executed under a pre-established Rule 10b5-1 plan, while the CEO retains 246,030 shares.

AI drives new demands on optical networks, Ciena says

While AI-related traffic is affecting multiple network segments, Brodie Gage, senior vice president of global products and supply chain at Ciena, said the most immediate pressure i...

AI Drives New Era in Optical Networking and Telecoms

Ciena says AI is accelerating a multiyear network investment cycle, boosting demand for optical networking, data center connectivity, and high capacity bandwidth. As AI traffic res...

Quantum Corridor, Ciena and Toshiba Test 1.6 Tb/s Quantum-Safe Network Encryption

Insider Brief Press release – Quantum Corridor, Ciena (NYSE: CIEN) and Toshiba have completed a successful trial of high-speed quantum-safe networking on Quantum Corridor’s live co...

Ciena stock price target lowered to $394 by UBS on margin concerns

Arista Network: Beating The Incumbents

Quantum Corridor, Ciena, and Toshiba Validate 1.6 Tb/s Quantum-Safe Encryption on Live Fiber Network

Midwest network infrastructure developer Quantum Corridor, optical networking provider Ciena (NYSE: CIEN), and Toshiba have completed a field trial of high-speed quantum-safe optic...

Lumen ready for AI traffic rush – with programmable fabric and “more fiber than anyone”

Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting site...

The Next AI Infrastructure Battle is Optical

For most of the last decade, the optical layer connecting data centers was an IT plumbing decision, delegated to network engineers and reviewed by executives only when something br...

Lumen ready for AI traffic rush – with programmable fabric and “more fiber than anyone”

Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting site...

Bell advances AIDC strategy as fiber and enterprise AI drive Q2

The telco’s chief executive officer Mirko Bibic told investors that the Bell AI Fabric continues moving from planning to execution, with construction advancing at the company’s fla...

AI Compute Puts Optical Interconnects in Focus as China’s CIOE Expo Opens in Shenzhen

China’s 27th CIOE expo in Shenzhen puts optical interconnects in focus as AI compute pushes 400G, 800G and 1.6T modules plus LPO, NPO and CPO roadmaps.

Chunghwa Telecom, Fujitsu and 1Finity advance Taiwan’s photonics and quantum future

Chunghwa Telecom, Fujitsu Limited and 1Finity, a Fujitsu company and provider of global network solutions, has announced a two-year partnership. This collaboration aims to further...

Chunghwa Telecom expands AI infra with new DC

Chunghwa said its newly built AI data center in Lunping, Taoyuan, officially began operations during Q2 and is expected to add up to 36MW to its total IDC capacity upon…

Verizon strikes $1bn DCI deal with Google; AI cloud and edge sales to ramp in 2027

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises;...

Zayo Secures Corning Fibre for AI Network Expansion

Zayo and Corning expand their fibre supply deal to secure critical cable capacity for AI, cloud, enterprise, and VoIP network growth through 2030. With 15,000 new route miles plann...