Акции Ciena Corp. (CIEN) — это хороший бизнес?

Акции Ciena Corp. (CIEN) — это хороший бизнес? — InspectStocks

На чём зарабатывает

Optical networking equipment, including systems for carrying data over fiber-optic cables71 %
Routing and switching equipment10 %
Network software and related services6 %
Blue Planet network-automation software and related services1 %
Network implementation, maintenance, support, learning, and advisory services12 %

Доли выручки — это оценки за quarter ended August 1, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт6

6500 Reconfigurable Line System
Equipment that routes and amplifies light signals on fiber-optic networks, helping operators add and manage network capacity.
Waveserver
Compact equipment that connects data centers and other sites with high-capacity fiber links.
Coherent pluggable transceivers
Small components that send and receive data over fiber-optic links and can be used in Ciena or other companies’ equipment.

Показать ещё 3

8100 Coherent Routing platforms
Equipment that combines internet-traffic routing with optical transmission for metro and edge networks.
Navigator Network Control Suite
Software that helps operators monitor and manage routing, switching, and optical equipment across their networks.
Blue Planet Automation Software
Software that helps service providers track network equipment, coordinate services, and automate network operations.

Кто покупает6

Cloud companies that run data centers, cloud computing, storage, artificial-intelligence services, and other internet services; they buy directly or through service-provider networks.
Phone and internet carriers that operate local, national, international, wireless, and fiber networks; they buy network equipment, software, and related services.
Submarine cable and network operators that carry data between countries and regions.

Показать ещё 3

Cable and multiservice operators that provide communications and broadband services.
Government agencies and research and education network operators that buy equipment and services for their networks.
Businesses that need network equipment or broadband connections; Ciena sells directly and through partners such as distributors, resellers, and systems integrators.

На чём держится и что может это сломать

От чего зависит бизнес

1Sales depend on spending by a small number of customers; cloud providers have become a larger part of the business.
2Ciena relies on third-party contract manufacturers and suppliers for components, assembly, testing, and shipment of its equipment.
3The company needs sufficient supplies of specialized optical components and manufacturing capacity to meet customer orders.

Что может пойти не так

1Revenue depends heavily on spending by a small number of customers, so a cut or delay in their purchases could materially affect results.
2Shortages or delays from component suppliers and contract manufacturers, or a mismatch between supply and customer orders, could delay shipments and disrupt customer relationships.
3Rapid technology changes and intense competition, including price pressure, could make Ciena’s products less attractive to customers or reduce sales and margins.

Полная финансовая отчётность →

О компании Ciena Corp.

Ciena makes equipment that sends data over fiber-optic networks, along with routers and switches that direct data through those networks. It also sells software that helps network operators manage and automate their networks, and services to plan, install, maintain, and update them. Its customers include cloud companies, phone and internet carriers, and other network operators.

Штаб-квартира: Hanover, Maryland, United States
Год основания: 1992
Сотрудников: 9,080 (November 1, 2025, high)
Торгуется на: NYSE
Конец финансового года: Saturday nearest October 31 (FY2025 ended November 1)

Построено по собственной отчётности Ciena Corp., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Keep exploring

The themes Ciena is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Communication Equipment

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

На чём зарабатывает

Optical networking equipment, including systems for carrying data over fiber-optic cables71 %
Routing and switching equipment10 %
Network software and related services6 %
Blue Planet network-automation software and related services1 %
Network implementation, maintenance, support, learning, and advisory services12 %

Доли выручки — это оценки за quarter ended August 1, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт6

6500 Reconfigurable Line System
Equipment that routes and amplifies light signals on fiber-optic networks, helping operators add and manage network capacity.
Waveserver
Compact equipment that connects data centers and other sites with high-capacity fiber links.
Coherent pluggable transceivers
Small components that send and receive data over fiber-optic links and can be used in Ciena or other companies’ equipment.

Показать ещё 3

8100 Coherent Routing platforms
Equipment that combines internet-traffic routing with optical transmission for metro and edge networks.
Navigator Network Control Suite
Software that helps operators monitor and manage routing, switching, and optical equipment across their networks.
Blue Planet Automation Software
Software that helps service providers track network equipment, coordinate services, and automate network operations.

Кто покупает6

Cloud companies that run data centers, cloud computing, storage, artificial-intelligence services, and other internet services; they buy directly or through service-provider networks.
Phone and internet carriers that operate local, national, international, wireless, and fiber networks; they buy network equipment, software, and related services.
Submarine cable and network operators that carry data between countries and regions.

Показать ещё 3

Cable and multiservice operators that provide communications and broadband services.
Government agencies and research and education network operators that buy equipment and services for their networks.
Businesses that need network equipment or broadband connections; Ciena sells directly and through partners such as distributors, resellers, and systems integrators.

На чём держится и что может это сломать

От чего зависит бизнес

1Sales depend on spending by a small number of customers; cloud providers have become a larger part of the business.
2Ciena relies on third-party contract manufacturers and suppliers for components, assembly, testing, and shipment of its equipment.
3The company needs sufficient supplies of specialized optical components and manufacturing capacity to meet customer orders.

Что может пойти не так

1Revenue depends heavily on spending by a small number of customers, so a cut or delay in their purchases could materially affect results.
2Shortages or delays from component suppliers and contract manufacturers, or a mismatch between supply and customer orders, could delay shipments and disrupt customer relationships.
3Rapid technology changes and intense competition, including price pressure, could make Ciena’s products less attractive to customers or reduce sales and margins.

Полная финансовая отчётность →

О компании Ciena Corp.

Штаб-квартира: Hanover, Maryland, United States
Год основания: 1992
Сотрудников: 9,080 (November 1, 2025, high)
Торгуется на: NYSE
Конец финансового года: Saturday nearest October 31 (FY2025 ended November 1)

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Ciena Corp.

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Ciena Corp.

Ciena Corp.

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

AI networking & optics

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Ciena Corp.

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Ciena Corp.

Ciena Corp.

Доходность за прошлые периоды

Keep exploring

The theme it is part of

Highest-graded in Communication Equipment

Grade rose recently in Technology

AI networking & optics

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени