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
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Ciena Corp at Needham Growth Conference Transcript

Jan 10, 2023 / 05:45PM GMT
Release Date Price: $51.88 (-0.10%)
Alexander Henderson
Needham & Company, LLC, Research Division - Senior Analyst

My name is Alex Henderson. I'm the networking and security analyst at Needham. I've been following Ciena for just 25 years plus, something in that range. And it's a pleasure to have them here at the Needham Growth Conference.

Today, we were going to do a fireside chat with David Rothenstein, who's the Senior VP of Strategy at Ciena and therefore, uniquely positioned to talk about the broader trends and demand and supply dynamics and things of that sort. So thank you for joining us.

David M. Rothenstein
Ciena Corporation - Senior VP, General Counsel, Secretary & Acting Chief Strategy Officer

Thanks, Alex. Thanks for having me here.

Alexander Henderson
Needham & Company, LLC, Research Division - Senior Analyst

So let's start off for people who don't know the company. You had a fabulous October quarter. You had a horrible July quarter. Can you talk about the last 2 or 3 years trajectory into that and where we are

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