Ciena (CIEN): FY24 Q4 earnings call, Dec 12, 2024

Thu, Dec 12Earnings callSpeaker-labelled transcriptCiena

No Kalshi or Polymarket word markets were listed for Ciena’s Dec 12, 2024 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

10 matches for “Inventory”; 5 quoted, at least 25 words apart.

Gary Smithcompanyprepared

…expected due to a larger-than-typical provision for excess and obsolescence in our inventory. Jim will provide additional detail on this momentarily. For the full fiscal…

Gary Smithcompanyprepared

…improve, with supply and demand coming into balance as they work through inventory buildup from prior periods. During Q4, service provider orders in North America…

Jim Moylancompanyprepared

…for excess and obsolescence, or E&O as we call it, in our inventory. This is higher than typical per quarter, and this incremental amount accounted…

Jim Moylancompanyprepared

…including new systems and processes, has given us better visibility into our inventory positions across the supply chain. Finally, during this period of supply chain…

Jim Moylancompanyprepared

…we ended the year with approximately $1.33 billion in cash and investments. Inventory was $820 million at the end of the year, down nearly $120…

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