Ciena (CIEN): FY25 Q3 earnings call, Sep 4, 2025
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).
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6 matches for “Neoscaler”; 5 quoted, at least 25 words apart.
…diverse group of network operators is now generally being referred to as Neo scalers, a term which is inclusive of AI compute specialists such as…
…demand. In fact, we've already secured multiple new wins with these cutting-edge Neo scalers, and we see this as a rapidly expanding new market for…
…Congrats on the strong outlook here. Maybe just to start with the Neoscaler opportunity and sort of how you're thinking about, how that evolves more…
…we're seeing at the early stages of that. A lot of these neoscalers are identifying fairly early on that they want to invest in the…
…MOFN. So roughly right now directly hyperscalers in their various forms, including neoscalers, is roughly about 50% of our business. Our kind of view is…
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