Ciena Corp (NYSE:CIEN)

$ 49.32 0.59 (1.21%) Market Cap: 7.13 Bil Enterprise Value: 7.37 Bil PE Ratio: 32.03 PB Ratio: 2.45 GF Score: 83/100

Ciena Corp at Stifel Cross Sector Insight Conference (Virtual) Transcript

Jun 09, 2021 / 06:40PM GMT

Release Date Price: $60.08 (-0.64%)

Transcript 10-Q8-K

John Warren Marchetti

Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst

Good afternoon, everybody, and thanks again for joining us here on day 2 of Stifel's Cross Sector Insight Conference. We're fortunate today to have Ciena with us. And with us is Scott McFeely, who's Senior Vice President of Global Products and Services. We also have Patti Trautwein who is new to the IR team at Ciena. And then, of course, Gregg Lampf, who many of you know as the man and head of IR here at Ciena.

So what I'd like to do is start out first, Scott, with a few demand questions and then maybe transition a little bit into some of the new technologies, things like that and maybe spend a few minutes on competition.

Questions & Answers

John Warren Marchetti

Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst

But first, if you could, maybe just starting on the telecom side of things, if it's possible, maybe just sort of take us around the globe geographically. What you're seeing in North

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