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.

12 matches for “Tariff”; 5 quoted, at least 25 words apart.

Jim Moylancompanyprepared

…driven by product mix and, to a lesser extent, the cost of tariffs. During the quarter, we navigated a new and, in the early days,…

Jim Moylancompanyprepared

…that, let's turn to guidance. Given recent developments, it appears that the tariff environment will remain challenging. For purposes of our guidance, however, we are…

Ryan Koontzanalystqa

Great. Thanks. Wanted to follow-up on your comments around tariff mitigation and your different levers there around supply chain, customer surcharges. And if you can…

Jim Moylancompanyqa

Yes. Any discussion of tariffs gonna have to be caveated by the fact that we only know what the regime in place is now. And…

Jim Moylancompanyqa

…quarter. Now, if other schemes come in place and the potential for tariff go up, we do have a range of things that we could…

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