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Ciena CIEN Platform Software and Services — Net Income

Other segment segments

Networking Platforms
$361.55M+139%
Global Services
$64.38M+23.0%
Blue Planet Automation Software and Services
-$2.84M-144%

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Other financials

Income statement

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Revenue$1.6B+39.5%
Gross profit$691.6M+52.7%
Operating income$237.9M+624%
Net income$218.2M+2,333%
EPS (diluted)$1.49+2,383%

Balance sheet

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Cash & equivalents$1.0B+10.0%
Total debt$1.6B-0.8%
Total equity$2.9B+4.2%
Total assets$6.0B+6.7%

Cash flow

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Operating cash flow$259.7M+65.5%
CapEx$41.0M+42.8%
Free cash flow$218.7M+70.5%

Valuation

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Market cap$57.15B+329%
Enterprise value$57.68B+316%
P/E130.4×+35.8×
P/S10.3×+7.3×

Profitability

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Gross margin43%+1.1pp
Operating margin9.2%+4.5pp
Net margin7.9%+5.4pp
FCF margin15%

Returns & leverage

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Return on equity15.5%+11.8pp
Debt / equity0.5×0.0×
Current ratio2.7×-0.7×

Where this comes from

Reported directly by Ciena in its filing.

Tagged under the XBRL concept us-gaap:NetIncomeLoss.

The source filing: Ciena’s 10-Q, filed June 4, 2026.

Filed
Jun 4, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-040767
Line itemQuarter Ended / May 2, 2026Quarter Ended / May 3, 2025Six Months Ended / May 2, 2026Six Months Ended / May 3, 2025
Total segment research and development expense$219,319$197,847$424,183$376,273
Segment profit (loss):
Networking Platforms$361,551$151,422$678,182$333,584
Platform Software and Services62,44452,995124,162118,420
Blue Planet Automation Software and Services(2,842)6,477(6,657)12,976
Global Services64,38352,342123,13799,039
Total segment profit$485,536$263,236$918,824$564,019
Less: Unallocated cost of goods sold$13,301$8,245$25,933$15,633

Item 1. Financial Statements

FAQ

What is Ciena's platform software and services — net income?
Ciena (CIEN) reported platform software and services — net income of $62.44M in Q1 2026.
How has Ciena's platform software and services — net income changed year-over-year?
Ciena's platform software and services — net income increased by 17.8% year-over-year, from $53M to $62.44M.
What is the long-term trend for Ciena's platform software and services — net income?
Over 4 years (2021 to 2025), Ciena's platform software and services — net income has grown at a 15.1% compound annual growth rate (CAGR), from $136.6M to $240M.
What does platform software and services — net income mean?
This metric represents the net earnings attributable to the Platform Software and Services segment after all segment-specific operating expenses, taxes, and allocations are deducted. It serves as a bottom-line measure of the segment's financial performance and its contribution to the overall corporate profitability. This figure is essential for evaluating the segment's standalone economic viability.

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