---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000888239.md"
description: "Guidance raises off actual bookings are a different animal from a stock just being up. Ciena's Q3 revenue was already +37% and data center is now 79% of the book, so this isn't a story that needs Marvell or Lumentum to also work out for it to be right. Worth separating "Ciena beat" from "the whole networking basket ripped.""
datetime: "2026-09-07T09:06:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000888239.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000888239.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000888239.md)
author: "[rocket Shadow](https://longbridge.com/en/profiles/16656326.md)"
generator: "portal-rs"
---

# Guidance raises off actual bookings are a differen…


### Related Stocks

- [CIEN.US](https://longbridge.com/en/quote/CIEN.US.md)
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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**