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Ciena Raises FY2026 Revenue Outlook as Backlog Targets $10B

Ciena logoCiena
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Arista Networks logoArista Networks
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Ciena raised its fiscal 2026 revenue outlook midpoint to $6.42 billion and reported backlog of $8.5 billion when fiscal third quarter ended on August 1. Management expects backlog to top $10 billion by fiscal 2026 year-end and says it could cover most of at least 30% fiscal 2027 revenue growth. Supply is not expected to catch up before 2028. Operating margin was 11.2%.

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