NYSE$CIEN

Ciena Corp · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Ciena's Q1 2023 financial results were reported, with revenue increasing 25% year-over-year.

Ciena reported record revenue of $1.06 billion in Q1 2023, a 25% increase year-over-year, driven by improvements in the supply chain environment and strong customer demand. GAAP net income was $76.2 million, or $0.51 per diluted share, while non-GAAP net income was $95.6 million, or $0.64 per diluted share.

  • Revenue reached a record $1.06 billion, up 25% year-over-year.
  • GAAP net income per share was $0.51, compared to $0.29 in the prior year.
  • Non-GAAP net income per share was $0.64, compared to $0.47 in the prior year.
  • The company remains confident in its ability to continue to take market share due to strong business momentum and backlog visibility.

Headline financials

Total Revenue

$1.06B

Previous: $844M+25.1%
EPS (adj)

$0.64

Previous: $0.47+36.2%
Inventory Turns

1.7

Previous: 3.3-48.5%
Capital Expenditures

-$30M

Previous: -$25.8M-16.4%
Free Cash Flow

-$296M

Previous: -$80.2M-268.6%
Net Income

$76.2M

Previous: $45.8M+66.4%
Operating Income

$85.2M

Previous: $60M+42.0%
Gross Profit

$456M

Previous: $384M+18.7%
Cash & Equivalents

$1.05B

Previous: $1.12B-5.7%
Total Assets

$5.67B

Previous: $4.9B+15.8%
Stock-Based Comp

$30.5M

Previous: $24.3M+25.6%

Revenue & EPS history

Ciena · Revenue · Quarterly

$1.06B

Q1 2023+25.1%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Ciena · $1.06B total across 7 segments · Q1 2023

  • Optical Networking
    $736M+36.0%
  • Routing & Switching
    $120M+39.4%
  • Platform Software & Services
    $73.4M+0.7%
  • Maintenance & Support
    $67.9M-6.3%
  • Implementation
    $34.6M-14.4%
  • Blue Planet Automation
    $15.4M-27.0%
  • Advisory & Enablement
    $10.1M-7.3%

Forward guidance

Ciena did not provide specific forward guidance in the press release. The release expresses confidence in the company's ability to continue taking market share based on business momentum and backlog visibility.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.8%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+3.7%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+26.1%

Q2 2019

Best reaction

-26.3%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.9%-1.8%+30.3%
Q4 2025+9.4%-5.4%+3.9%
Q3 2025+22.8%+28.9%+59.7%
Q2 2025-0.4%+1.0%+15.0%
Q1 2025-2.4%-2.6%-10.9%
Q4 2024+22.6%+20.4%+12.3%
Q3 2024-5.3%-7.0%+20.5%
Q2 2024-5.2%-4.8%-3.0%
Q1 2024-12.4%-16.9%-23.2%
Q4 2023-3.1%-4.8%+1.5%
Q3 2023+12.3%+11.1%+9.5%
Q2 2023-8.9%-12.9%-10.8%
Q1 2023+0.8%+0.9%+5.6%
Q4 2022+17.4%+17.0%+18.9%
Q3 2022-12.8%-15.8%-20.3%
Q2 2022-5.1%-5.3%-11.1%
Q1 2022-11.7%-16.6%-11.8%
Q4 2021+17.9%+18.9%+17.4%
Q3 2021+0.1%-2.2%-8.2%
Q2 2021+10.3%+11.1%+6.5%
Q1 2021-2.0%-0.2%+11.9%
Q4 2020+1.3%+2.9%+12.2%
Q3 2020-26.3%-29.9%-33.2%
Q2 2020-3.6%-2.2%-5.4%
Q1 2020-1.3%-2.6%-3.1%
Q4 2019+16.9%+15.5%+17.6%
Q3 2019-4.1%-3.8%-8.7%
Q2 2019+26.1%+22.7%+19.8%
Q1 2019-6.6%-8.9%-12.4%
Q4 2018+7.5%+3.2%+14.1%
Q3 2018+15.6%+17.4%+14.4%
Q2 2018-2.7%+0.2%+10.2%
Q1 2018+13.2%+15.8%+8.8%
Q4 2017-1.1%+1.9%+1.7%
Q3 2017-9.1%-10.6%-9.5%
Q2 2017+17.1%+13.1%+6.6%
Q1 2017-9.5%-11.1%-16.1%
Q4 2016+14.2%+10.6%+12.0%
Q3 2016+6.7%+7.1%+1.6%
Q2 2016+18.4%+22.5%+4.0%
Q1 2016-16.6%
Q4 2015-17.8%
Q3 2015+0.1%
Q2 2015+2.3%
Q1 2015+2.2%
Q4 2014+6.8%
Q3 2014-5.3%
Q2 2014+17.1%
Q1 2014-5.2%
Q4 2013-5.4%
Q3 2013+13.9%
Q2 2013+21.1%
Q1 2013+14.8%
Q4 2012+0.9%
Q3 2012-18.2%
Q2 2012+6.7%
Q1 2012+10.0%
Q4 2011+7.3%
Q3 2011-8.6%
Q2 2011-6.2%
Q1 2010+2.5%
Q1 2011-1.9%
Q2 2010-5.0%
Q4 2008-5.0%
Q4 2010-5.0%
Q4 2009+3.6%
Q3 2010+3.6%
Q3 2009+3.6%

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