Ciena (CIEN): FY26 Q2 earnings call, Jun 4, 2026

Thu, Jun 4Earnings callSpeaker-labelled transcriptCiena

No Kalshi or Polymarket word markets were listed for Ciena’s Jun 4, 2026 earnings call (FY26 Q2). 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.

24 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.

Gary Smithcompanyprepared · 4:22Hear it 4:19, Gary Smith

Since we spoke to you last in March, the largest hyperscalers have increased their 2026 capital expenditures, with indications of continued expansion into 2027 and…

Gary Smithcompanyprepared · 6:42Hear it 6:37, Gary Smith

This is a multi-rail solution developed for both the leading hyperscalers and service providers to specifically address the growing capacity and efficiency demands for data…

Gary Smithcompanyprepared · 7:35Hear it 7:29, Gary Smith

…that we've been awarded the industry's first multi-rail order from a leading hyperscaler, validating early market demand for our RLS Hyper-Rail platform and cementing Ciena's…

Gary Smithcompanyprepared · 8:33Hear it 8:28, Gary Smith

…base. In addition to Meta, we've received initial orders from a second hyperscaler customer, and lab qualifications are progressing well with a third hyperscaler customer.…

Gary Smithcompanyprepared · 9:36Hear it 9:33, Gary Smith

…our technology can address. We also continue to see strong demand from hyperscalers for our 400G and 800G pluggables, and we remain on track to…

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