Ciena (CIEN): FY25 Q2 earnings call, Jun 5, 2025

Thu, Jun 5Earnings callSpeaker-labelled transcriptCiena

No Kalshi or Polymarket word markets were listed for Ciena’s Jun 5, 2025 earnings call (FY25 Q2). 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 “RLS”; 5 quoted, at least 25 words apart.

Gary Smithcompanyprepared

…be the de facto industry standard. Demand for our reconfigurable line system (RLS) continues to increase, and our interconnects business is also ramping with tremendous…

Gary Smithcompanyprepared

…links. We are excited to report that our coherent 800-gig pluggables and RLS Photonics have been selected by a global cloud provider who is investing…

Jim Moylancompanyprepared

…of products, including a higher proportion of newly introduced solutions and the RLS, all of which are still ramping, we expect annual gross margins at…

Jim Moylancompanyqa

…are at lower than corporate average margins for slightly different reasons. The RLS, the reconfigurable line system, has always been based on a razor-razor blade…

Scott Mc Feelycompanyqa

…at play. But with our leadership in coherent and as we said, RLS being sort of the de facto standard for line systems, we are…

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