Company facts
- Industry
- Telephone & Telegraph Apparatus
- Headquarters
- Hanover, Maryland
- Most recent report
- 10-Q, filed Sep 3, 2026
- Incorporated
- Maryland
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 936395
- Fiscal year ends
- October
- Filer status
- Large accelerated filer
Financials 8 of 24
News 8 of 53
Prospectuses and Registrations 2
Proxies 8 of 14
- DEFA14A Extra proxy material Feb 12, 2026
- DEF 14A Proxy statement for a shareholder vote Feb 12, 2026
- DEFA14A Extra proxy material Feb 13, 2025
- DEF 14A Proxy statement for a shareholder vote Feb 13, 2025
- DEFA14A Extra proxy material Feb 8, 2024
- DEF 14A Proxy statement for a shareholder vote Feb 8, 2024
- PRE 14A Preliminary proxy statement Jan 29, 2024
- DEFA14A Extra proxy material Mar 3, 2023
Ownership 8 of 897
- SCHEDULE 13G/A Large holder reported a passive stake, amended Sep 3, 2026
- 4 Insider reported a trade Sep 2, 2026
- 4 Insider reported a trade Aug 18, 2026
- 4 Insider reported a trade Aug 18, 2026
- 4 Insider reported a trade Aug 18, 2026
- 4 Insider reported a trade Aug 18, 2026
- 144 Notice of a proposed sale of restricted stock Aug 17, 2026
- 144 Notice of a proposed sale of restricted stock Aug 14, 2026
Other 8 of 10
- SD Conflict minerals disclosure May 28, 2026
- ARS Annual report sent to shareholders Feb 12, 2026
- SD Conflict minerals disclosure May 30, 2025
- ARS Annual report sent to shareholders Feb 13, 2025
- SD Conflict minerals disclosure May 30, 2024
- ARS Annual report sent to shareholders Feb 8, 2024
- SD Conflict minerals disclosure May 31, 2023
- ARS Annual report sent to shareholders Feb 16, 2023
What to read: Aug 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 3 positive, 6 notable, and 1 negative flags.
Financial Statements (Item 1)
Core financial statements with major P&L and financing events.Management's Discussion (Item 2)
Revenue up 37%, gross margin up, major refinancing, strong cash flow; many specifics.PositiveNotable- Orders significantly exceeded revenue in Q3 2026, building historically high backlog.
- R&D spending rose 12% to $237M in Q3 2026, with focus on AI-driven network tech.
- Issued $2.9B in convertible notes due 2031; used proceeds to repay term loan, cutting interest expense.
- Purchase order commitments to suppliers stood at $3.3B as of August 1, 2026, partly cancellable.
What changed: Aug 2026 vs. May 2026
About 17% of CIEN's Aug 2026 10-Q is new information. 66 paragraphs were added, 153 changed, and 18 removed. Below are the most important lines SECSift identified.
New
- Repaid the full $1.14 billion Refinanced 2030 Term Loan on June 11, 2026. Item 1
- Added Form of 0.00% Convertible Senior Note due 2031. Item 6
- Added Form of Bond Hedge Confirmation. Item 6
- Added Indenture dated June 11, 2026 for convertible notes. Item 6
- Added Refinancing Amendment to Credit Agreement dated June 11, 2026. Item 6
Changed
- Purchase order commitments increased to $3.3 billion from $2.8 billion in the prior period. Item 1
- Quarterly interest expense dropped to $5.8 million from $22.8 million a year ago due to 0% rate debt. Item 2
- Quarterly repurchases under stock buyback program rose to $171.7 million from $83.1 million. Item 2
- Remaining buyback authorization fell to $335.0 million from $506.7 million as of quarter end. Item 2
- Stock repurchases under the program totaled $335.3 million in nine months, up from $163.7 million in six months. Item 2
- Marc D. Graff's title changed from Senior Vice President to Executive Vice President. Item 6
- Total shares repurchased in quarter rose to 356,413 from 224,091. Item 2
Removed
Everything here comes from Ciena Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Sep 3, 2026, from the 10-Q for Aug 2026.