Ciena

Q3 FY2026 EarningsQ3 FY26 results significantly exceeded consensus across all top and bottom-line metrics, driven by a 37% YoY revenue surge to $1.67B. Adjusted EPS of $2.11 beat the $1.73 expectation by 22%, fueled by robust AI-driven demand in Optical Networking (+46% YoY) and expanded operating leverage. Management raised FY26 revenue guidance to $6.42B (±$50M), representing 35% YoY growth, signaling continued momentum in high-speed connectivity infrastructure.