Ciena (CIEN): FY26 Q1 earnings call, Mar 5, 2026
No Kalshi or Polymarket word markets were listed for Ciena’s Mar 5, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Neoscaler”; 5 quoted, at least 25 words apart.
…WAN connectivity for service providers, cloud providers, and the growing group of neoscalers from whom we saw increased momentum in the quarter for both direct…
…demand was broad-based across service providers, hyperscalers, and an expanding set of neoscalers. Opportunity continues to build in waves, from our traditional and expanding WAN…
…provide some more color on the momentum that you are seeing with neoscalers, maybe just in the relative size of the opportunities, if most of…
…out of the network both for inference and for training. And the neoscalers are obviously seeing that too. So they are leaning in on the…
…cautious about that approach given the financial structure of some of those neoscalers—not all of them. But we are seeing across the board the neoscalers…
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