Ciena (CIEN): FY25 Q1 earnings call, Mar 11, 2025

Tue, Mar 11Earnings callSpeaker-labelled transcriptCiena

No Kalshi or Polymarket word markets were listed for Ciena’s Mar 11, 2025 earnings call (FY25 Q1). 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.

3 matches for “Inventory”; 3 quoted, at least 25 words apart.

Gary Smithcompanyprepared

…previous periods continued to come into balance. And we believe service provider inventory digestion impacts are largely now complete. Accordingly, we saw our ongoing improvement…

Ruben Royanalystqa

…on, the Huawei potential for Huawei replacement across various geographies now that inventories have normalized and supply chains have normalized. Any updates there? It sounds…

Gary Smithcompanyqa

…particular to us. I think secondly, you've seen this dynamic around getting inventory in balance. I think over the last few quarters that's cleaned itself…

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