Ciena (CIEN): FY25 Q4 earnings call, Dec 11, 2025
No Kalshi or Polymarket word markets were listed for Ciena’s Dec 11, 2025 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
27 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…accelerating demand from our cloud customer providers, and that includes the large hyperscalers and the emerging Neo scaler segment that we talked with you about…
…to date, particularly relative to other areas of AI infrastructure. The major hyperscalers who are seeing rapid traffic growth not only have the capital to…
…large MOFN project in India with two service providers for a major hyperscaler. Additionally, in the quarter, we have secured multiple major MOFN wins in…
…space constraints, the ability of the cloud providers and specifically the major hyperscalers to scale their global networks is becoming the critical long pole in…
…opportunity we discussed over the past couple of quarters, where a large hyperscaler is linking two regional data centers to build an AI backbone. I'm…
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