Ciena (CIEN): FY25 Q4 earnings call, Dec 11, 2025

Thu, Dec 11Earnings callSpeaker-labelled transcriptCiena

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “Neoscaler”; 3 quoted, at least 25 words apart.

Gary Smithcompanyprepared

…cloud customer providers, and that includes the large hyperscalers and the emerging Neo scaler segment that we talked with you about last quarter. In fact,…

Gary Smithcompanyqa

…is largely a purview of the large hyperscalers. And I think the NeoScalers, there's a couple of them that are using the back they're on…

Gary Smithcompanyqa

…it's gonna take a while for that to bleed through into the neo scalers. In terms of the deployment there, you know, as Mark said,…

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