Ciena Corp Q3 2021 Earnings Call Transcript - Thomson StreetEvents

Ciena Corp Q3 2021 Earnings Call Transcript

Ciena Corp Q3 2021 Earnings Call Transcript - Thomson StreetEvents
Ciena Corp Q3 2021 Earnings Call Transcript
Published Sep 02, 2021
Published Sep 02, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of CIEN.N earnings conference call or presentation 2-Sep-21 12:30pm GMT

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Ciena Corp
Ticker
CIEN.N
Time
12:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : I guess if I can just start with the strong backlog that you have and I understand you're constrained on supply capacity a bit here. But investors that we speak to generally assume that because of the constraints that you have and the strong backlog, it should lead into some pent-up demand for next year and helping above typical level of revenue growth. I know you don't have a guide for next year yet, but most investors seem to be still benchmarking you to the 6% to 8% prior long-term growth guidance that you have. So I was just curious how should we think the period by this backlog once supply constrains ease and leverage investors think will be pent-up demand that is reflected in your strong backlog would be great.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Okay. Got it. And if I can follow up, I think, Jim, you mentioned that the new award push outs, new award-related deployments and push outs at the back is -- largely kind of ebbs and flows in the business. Just curious how is it different from what we saw last year during COVID just given some of the pushouts that happened back then. What's giving you the visibility that is not kind of the similar situation as we saw last year?

Table Of Contents

Ciena Corp Q4 2021 Earnings Call Summary – 2021-12-09 – US$ 54.00 – Edited Brief of CIEN.N earnings conference call or presentation 9-Dec-21 1:30pm GMT

Ciena Corp Q4 2021 Earnings Call Transcript – 2021-12-09 – US$ 54.00 – Edited Transcript of CIEN.N earnings conference call or presentation 9-Dec-21 1:30pm GMT

Ciena Corp at Citi Global Technology Virtual Conference Transcript – 2021-09-15 – US$ 54.00 – Edited Transcript of CIEN.N presentation 15-Sep-21 12:50pm GMT

Ciena Corp at Wolfe Research Inaugural TMT Conference (Virtual) Transcript – 2021-09-08 – US$ 54.00 – Edited Transcript of CIEN.N presentation 8-Sep-21 7:10pm GMT

Ciena Corp Q3 2021 Earnings Call Summary – 2021-09-02 – US$ 54.00 – Edited Brief of CIEN.N earnings conference call or presentation 2-Sep-21 12:30pm GMT

Ciena Corp at Bank of America Global Technology Conference (Virtual) Transcript – 2021-06-10 – US$ 54.00 – Edited Transcript of CIEN.N presentation 10-Jun-21 1:15pm GMT

Ciena Corp at Stifel Cross Sector Insight Conference (Virtual) Transcript – 2021-06-09 – US$ 54.00 – Edited Transcript of CIEN.N presentation 9-Jun-21 6:40pm GMT

Ciena Corp at Evercore ISI TMT Conference (Virtual) Transcript – 2021-06-08 – US$ 54.00 – Edited Transcript of CIEN.N presentation 8-Jun-21 6:45pm GMT

Ciena Corp Q2 2021 Earnings Call Summary – 2021-06-03 – US$ 54.00 – Edited Brief of CIEN.N earnings conference call or presentation 3-Jun-21 12:30pm GMT

Ciena Corp Q2 2021 Earnings Call Transcript – 2021-06-03 – US$ 54.00 – Edited Transcript of CIEN.N earnings conference call or presentation 3-Jun-21 12:30pm GMT

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MLA:
Thomson StreetEvents. "Ciena Corp Q3 2021 Earnings Call Transcript" Sep 02, 2021. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2021-Ciena-Corp-Earnings-Call-T14957172>
  
APA:
Thomson StreetEvents. (2021). Ciena Corp Q3 2021 Earnings Call Transcript Sep 02, 2021. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2021-Ciena-Corp-Earnings-Call-T14957172>
  
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