Want to see CIEN full AI Analyst Report?
Revenue by Segment
Shows revenue distribution across different business segments, highlighting which areas are driving growth and where the company might focus its strategic efforts.Networking Platforms are the clear growth engine—hardware demand (pluggables, RLS/Hyper‑Rail, DCOM) is driving faster revenue and expanding margins, backed by a record $7.7B backlog that management expects to convert mostly within 12 months. Software, Blue Planet and Global Services are steady, adding recurring revenue but not yet material to total growth. Positive: raised guidance and margin expansion validate hardware leverage; risks: supply constraints and heavy revenue concentration in a couple cloud customers could make near‑term results lumpy if delivery timing slips.
Date | Networking Platforms | Platform Software and Services | Blue Planet Automation Software and Services | Global Services |
|---|---|---|---|---|
Jun 30, 2026 | $1.36B | $98.60M | $23.20M | $193.60M |
Mar 31, 2026 | $1.27B | $93.88M | $23.36M | $179.42M |
Dec 31, 2025 | $1.15B | $93.30M | $20.40M | $164.10M |
Sep 30, 2025 | $1.05B | $93.30M | $33.80M | $177.30M |
Jun 30, 2025 | $941.40M | $90.00M | $27.80M | $160.20M |
Mar 31, 2025 | $866.30M | $85.40M | $28.00M | $146.20M |
Dec 31, 2024 | $821.20M | $95.10M | $26.00M | $130.00M |
Sep 30, 2024 | $859.00M | $99.60M | $23.50M | $142.00M |
Jun 30, 2024 | $699.50M | $83.20M | $25.80M | $133.80M |
Mar 31, 2024 | $676.30M | $85.40M | $14.40M | $134.70M |