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.

4 matches for “RLS”; 4 quoted, at least 25 words apart.

Gary Smithcompanyprepared

…scale across architecture, linking geographically dispersed AI training clusters using our market-leading RLS photonic line system, WAV servers, and interconnects portfolio. This is an opportunity…

Mark Graffcompanyprepared

…Specifically, our Optical business was up 19% year-over-year, driven by strength in RLS, which was up 72% year-over-year. Our routing and switching business grew 49%…

Gary Smithcompanyqa

…know, it's gonna be a combination of next-generation line systems, you know, RLS, which is also, you know, fairly recent into market and also with…

Ryan Koontzanalystqa

…say, the last twelve months? Obviously, a lot around scale across and RLS and DCI where you're historically more of a long haul and subsea…

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