Ciena vs Zoom
This page compares Ciena and Zoom. It examines business models, financial performance, and market context to help you understand how the two companies operate and compete. The content is presented in a neutral, accessible way to support informed consideration. Educational content, not financial advice.
This page compares Ciena and Zoom. It examines business models, financial performance, and market context to help you understand how the two companies operate and compete. The content is presented in ...
Why It's Moving
Ciena Surges to Fresh 52-Week High on AI Bandwidth Boom and Raised Outlook
- Beat Q1 estimates with $0.91 EPS and $1.35B revenue, up 20% YoY, signaling robust demand for AI-driven bandwidth.
- Raised FY2026 revenue guidance to $5.7B–$6.1B, a 24% jump, backed by $5B order backlog and new AI-ready optical deals in Europe and APAC.
- Analysts pile on with upgrades like Rosenblatt's $305 target, fueling Moderate Buy consensus as stock nears record highs.
Zoom Stock Dips Amid Market Gains as Q4 Earnings Date Looms on February 25.
- Earnings announcement highlights Q4 guidance of $1.48-$1.49 EPS and FY2026 outlook at 5.95-5.97 EPS, building on Q3's $1.23B revenue beat and EPS gains.
- Stock trades near 52-week high of $97.58 and above 200-day MA of $80.77, yet recent sessions saw declines despite positive analyst 'Moderate Buy' consensus.
- Short interest dropped notably, easing selling pressure as investors anticipate updates on AI initiatives and the $1B buyback program.
Ciena Surges to Fresh 52-Week High on AI Bandwidth Boom and Raised Outlook
- Beat Q1 estimates with $0.91 EPS and $1.35B revenue, up 20% YoY, signaling robust demand for AI-driven bandwidth.
- Raised FY2026 revenue guidance to $5.7B–$6.1B, a 24% jump, backed by $5B order backlog and new AI-ready optical deals in Europe and APAC.
- Analysts pile on with upgrades like Rosenblatt's $305 target, fueling Moderate Buy consensus as stock nears record highs.
Zoom Stock Dips Amid Market Gains as Q4 Earnings Date Looms on February 25.
- Earnings announcement highlights Q4 guidance of $1.48-$1.49 EPS and FY2026 outlook at 5.95-5.97 EPS, building on Q3's $1.23B revenue beat and EPS gains.
- Stock trades near 52-week high of $97.58 and above 200-day MA of $80.77, yet recent sessions saw declines despite positive analyst 'Moderate Buy' consensus.
- Short interest dropped notably, easing selling pressure as investors anticipate updates on AI initiatives and the $1B buyback program.
Investment Analysis
Ciena
CIEN
Pros
- Ciena is a global leader in networking systems, software, and services supporting high-speed, reliable communications networks, with a wide international footprint.
- The company has launched a terabit network and is projecting strong growth with expectations of $6.5 billion revenue and $590.5 million earnings by 2028, reflecting about 12.5% annual revenue growth.
- Ciena's product portfolio is diverse, including coherent optical transport, open optical networking, IP routing, automation software, and global services, positioning it well in evolving network technology markets.
Considerations
- Despite bullish sentiment, analyst price targets for CIEN are mixed, with an average forecast suggesting a potential price decline of over 28% in the next year.
- The stock exhibits high volatility with a 9.44% price volatility over the last 30 days and a PE ratio above 200, indicating market uncertainty and expensive valuation relative to earnings.
- Ciena's growth is dependent on continued investment in network infrastructure, which may face competitive and macroeconomic challenges, creating execution risk.
Zoom
ZM
Pros
- Zoom remains a dominant player in video communications with strong brand recognition and widespread enterprise adoption globally.
- The company continues to expand its product offerings beyond video meetings into unified communications and collaboration tools, driving potential revenue diversification.
- Zoom has shown resilience in user engagement post-pandemic and is innovating in AI-powered meeting enhancements, which could support sustained growth.
Considerations
- Zoom faces intense competition from large technology firms offering integrated collaboration suites, pressuring market share and pricing power.
- Revenue growth has slowed compared to peak pandemic levels, reflecting challenges in retaining high user engagement and managing churn.
- The company’s reliance on the hybrid work trend introduces macroeconomic sensitivity and execution risk if corporate spending on collaboration technologies tightens.
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Related Market Insights
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Ciena (CIEN) Next Earnings Date
Ciena (CIEN) has not confirmed its next earnings date, but estimates point to March 10, 2026, following historical patterns for Q1 fiscal 2026 reporting. This release will cover the quarter ending in February 2026. Investors should monitor for official confirmation from the company.
Zoom (ZM) Next Earnings Date
Zoom Video Communications (ZM) is scheduled to release its next earnings report for the fourth quarter and full fiscal year 2026 on Wednesday, February 25, 2026, after market close. This date has been officially announced by the company, with a conference call to follow at 2:00 pm PT / 5:00 pm ET. Investors should note this as the confirmed timeline ahead of the upcoming report.
Ciena (CIEN) Next Earnings Date
Ciena (CIEN) has not confirmed its next earnings date, but estimates point to March 10, 2026, following historical patterns for Q1 fiscal 2026 reporting. This release will cover the quarter ending in February 2026. Investors should monitor for official confirmation from the company.
Zoom (ZM) Next Earnings Date
Zoom Video Communications (ZM) is scheduled to release its next earnings report for the fourth quarter and full fiscal year 2026 on Wednesday, February 25, 2026, after market close. This date has been officially announced by the company, with a conference call to follow at 2:00 pm PT / 5:00 pm ET. Investors should note this as the confirmed timeline ahead of the upcoming report.
Which Baskets Do They Appear In?
Network Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Network Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
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