Ciena (CIEN) Q2 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Fri, June 5, 2026 astatine 8:44 AM CDT 43 min read

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DATE

Thursday, June 4, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Gary Smith

• Chief Financial Officer — Marc Graff

• Executive Adviser — Scott McFeely

• Vice President, Investor Relations — Gregg Lampf

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Full Conference Call Transcript

Operator: Hello, everyone. Thank you for joining us, and invited to Ciena's Fiscal Q2 2026 Financial Results Conference Call. [Operator Instructions] I volition present manus the league implicit to Gregg Lampf, Vice President of Investor Relations. Please spell ahead.

Gregg Lampf: Thank you, Tracy. Good morning, and invited to Ciena's 2026 Fiscal Second Quarter Conference Call. On the telephone contiguous is Gary Smith, President and CEO; and Marc Graff, CFO. Scott McFeely, Executive Adviser, is besides with america for Q&A. In summation to this telephone and the property release, we posted to the Investors conception of our website an accompanying capitalist presumption that reflects this treatment arsenic good arsenic definite highlighted items from the quarter. Our comments contiguous talk to our caller performance, our presumption connected existent marketplace dynamics and drivers of our concern arsenic good arsenic discussions of our fiscal outlook. Today's treatment includes definite adjusted oregon non-GAAP measures of Ciena's results of operations.

A reconciliation of these non-GAAP measures to our GAAP results is included successful today's property release. Before turning the telephone implicit to Gary, I'll punctual you that during this call, we'll beryllium making definite forward-looking statements. Such statements, including our quarterly and yearly guidance, commentary connected marketplace dynamics and the treatment of our opportunities and strategy are based connected existent expectations, forecasts and assumptions regarding the institution and its markets, which see risks and uncertainties that could origin existent results to disagree materially from the statements discussed today.

Assumptions relating to our outlook, whether mentioned connected this telephone oregon included successful the capitalist presumption that we posted earlier are an important portion of specified forward-looking statements, and we promote you to see them. Our forward-looking statements should besides beryllium viewed successful the discourse of hazard factors elaborate successful our astir caller 10-K and our forthcoming 10-Q. Ciena assumes nary work to update the accusation discussed successful this league call, whether arsenic a effect of caller information, aboriginal events oregon otherwise. As always, we'll let for arsenic overmuch Q&A arsenic imaginable today, though we bash inquire that you bounds yourself to 1 question and 1 follow-up. With that, I'll crook the telephone implicit to Gary.