Ciena Corp (NYSE:CIEN)

$ 49.135 -0.185 (-0.38%) Market Cap: 7.11 Bil Enterprise Value: 7.37 Bil PE Ratio: 31.91 PB Ratio: 2.44 GF Score: 82/100

Ciena Corp at Bank of America Global Technology Conference Transcript

Jun 08, 2023 / 08:30PM GMT

Release Date Price: $42.53 (-1.73%)

Transcript 10-Q8-K

Tal Liani

BofA Securities, Research Division - MD, Head of Technology Supersector & Senior Analyst

Okay. Thanks, Gary, for coming.

Gary B. Smith

Ciena Corporation - CEO, President & Director

Welcome.

Questions & Answers

Tal Liani

BofA Securities, Research Division - MD, Head of Technology Supersector & Senior Analyst

Perfect timing for our conversation. I prepared a very long list of questions, but I'm going to ask you about the current event -- surprise, surprise. So Ciena, great position. We spoke here. I'm going to give you the background a little bit. We spoke here at the conference a lot about data growth. We spoke about the applications that are driving, and we just had a keynote from an internal Bank of America guy who basically spoke about what drives data, what drives growth and there is agreement that the networks that are needed or networks need to support tremendous growth in data.

With it you're saying pushout in spending of large customers or cloud customers, can you

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