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.

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

Mark Graffcompanyprepared

…driven by benefits from sales of previously reserved material and lower net tariff impacts. Adjusted operating expense in Q3 was $380 million. This was higher…

Mark Graffcompanyprepared

…Before I get to guidance, let me provide a brief update on tariffs. Last quarter, we told you that we expect to mitigate most of…

Mark Graffcompanyprepared

…out slightly better than expected as we gained more clarity on specific tariffs. We continue to work closely with our supply chain and customers to…

Meta Marshallanalystqa

…your own part? And then just if you could kind of identify on gross margins, just what was the upside from tariffs versus expectations? Thanks.

Mark Graffcompanyqa

…of your question around the goodness that we saw in Q3 from tariffs. We told you last quarter that we expect it to be about…

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