NYSE$CIEN

Ciena Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Ciena reported solid first quarter results with strong profitability, expanded cloud provider relationships, and market share gains.

Ciena's fiscal first quarter 2024 results showed a revenue of $1.04 billion and a GAAP net income per share of $0.34. The company's adjusted (non-GAAP) net income per share was $0.66.

  • Q1 revenue was $1.04 billion.
  • GAAP net income per share was $0.34.
  • Adjusted (non-GAAP) net income per share was $0.66.
  • Approximately 691 thousand shares were repurchased for $32.0 million during the quarter.

Headline financials

Total Revenue

$1.04B

Previous: $1.06B-1.8%
EPS

$0.34

Previous: $0.64-46.9%
Capital Expenditures

-$16.6M

Previous: -$30M+44.7%
Free Cash Flow

$249M

Previous: -$296M+184.4%
Net Income

$49.5M

Previous: $76.2M-35.0%
Operating Income

$84.6M

Previous: $85.2M-0.7%
Gross Profit

$467M

Previous: $456M+2.4%
Cash & Equivalents

$1.26B

Previous: $1.05B+19.9%
Total Assets

$5.59B

Previous: $5.67B-1.4%
R&D Expense

$187M

No prior period
Stock-Based Comp

$37.8M

Previous: $30.5M+24.0%

Revenue & EPS history

Ciena · Revenue · Quarterly

$1.04B

Q1 2024-1.8%vs Q1 2023
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Ciena · $1.57B total across 7 segments · Q2 2026

  • Optical Networking
    $1.1B
  • Routing and Switching
    $174M
  • Platform Software and Services
    $93.9M
  • Maintenance, Support, and Learning
    $89.3M
  • Implementation
    $79.7M
  • Blue Planet Automation Software and Services
    $23.4M
  • Advisory and Enablement
    $10.4M

Forward guidance

Ciena anticipates continued growth driven by bandwidth demand, but service providers are taking longer than expected to work through inventory.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.5%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+3.7%

Avg return

30 days after

51%

35 / 69 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
Q2 2026-13.8%-29.5%
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%
Q3 2010+3.6%
Q4 2009+3.6%
Q3 2009+3.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro