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Investment Proposition

Why Invest in Ciena?

Ciena is an Industry-leading global networking systems, services, and software company with a strong track record of creating shareholder value

Leading technology and innovation
  • Ownership of the key enabling technologies for our solutions
  • Unmatched investment capacity to force the pace of invention in our industry.
See Ciena's Fact Sheet
Diversification and scale of business model
  • A broad-based business that spans key customer segments, a wide range of solutions and applications, supported by experts across every region around the world
Leader in Optical markets1 and disruptor in emerging opportunities
  • #1 or #2 across our Optical markets
  • Challenger in Next Gen Metro & Edge via Routing and Switching portfolio
  • Growing Blue Planet Intelligent Automation business
See Investor Presentation
Demonstrated track record of financial performance
  • Consistently increasing Operating Margin
  • Revenue growth historically in the high single digits
Interactive Analyst Center
Flexibility with strong balance sheet
  • More than $1B in cash, as of Q2 2021
  • Returning cash to shareholders through share repurchases 
Interactive Analyst Center
Ciena’s Value Proposition 1 As cited by Omdia, Dell’Oro Group and Cignal AI for different markets.

The strong execution of our strategy: innovation leadership, diversification, and scale…

Lead

  • Grow our optical infrastructure business by addressing fast-growing opportunities
  • Maintain innovation leadership
  • Pluggables as a new consumption model
  • Increase international business

Disrupt

  • Expand use cases and addressable markets
  • Innovate and diversify across our Routing and Switching portfolio to address the emerging Next Gen Metro & Edge for 5G and cloud applications

Expand

  • Drive digital transformation
  • Automation of network operator environments using Blue Planet
  • Execute services-led GTM model
…drives our differentiated ability to create and seize opportunities

The execution of our strategy drives expanded opportunity in key applications

Expanding TAM~$13B+ → ~$22B+ Current Future
Core Transport
$6B → $7B
Current
Future
Next-gen Metro & Edge
~$6B → ~$14B
Current
Future
Software & Related Services
$1B+
* Market data excludes China, and is based on Omdia, Dell’Oro, Cignal AI, and Ciena analysis Expanding TAM ~$13B+ → ~$22B+ Current Future
Core Transport
$6B → $7B
Current
Future
Next-gen Metro & Edge
~$6B → ~$14B
Current
Future
Software & Related Services
$1B+
* Market data excludes China, and is based on Omdia, Dell’Oro, Cignal AI, and Ciena analysis