Ciena (CIEN): FY25 Q3 earnings call, Sep 4, 2025

Thu, Sep 4Earnings callSpeaker-labelled transcriptCiena

No Kalshi or Polymarket word markets were listed for Ciena’s Sep 4, 2025 earnings call (FY25 Q3). 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.

11 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.

Gary Smithcompanyprepared

…solution we have shorthanded as DCOM. We co-developed this solution with a hyperscaler, which allows them to streamline installation and management of its large-scale data…

Gary Smithcompanyprepared

…our industry-leading technology in these AI infrastructure builds. In Q3, another major hyperscaler placed its first large order for 400ZR plus pluggables, establishing Ciena Corporation…

Gary Smithcompanyprepared

…emerging group of cloud providers beyond the four to five large well-known hyperscalers. This diverse group of network operators is now generally being referred to…

Gary Smithcompanyqa

…that. So I think that's highly valued by the cloud providers and hyperscalers and service providers as well. So I think we have a very…

Gary Smithcompanyqa

…in North America and internationally in MOFN. So roughly right now directly hyperscalers in their various forms, including neoscalers, is roughly about 50% of our…

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