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Ciena CIEN Services — Share-Based Payment Arrangement, Expense

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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$57.87B+334%
Enterprise value$58.4B+321%
P/E132×+37.4×
P/S10.4×+7.5×

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:AllocatedShareBasedCompensationExpense.

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
Products$2,010$2,033$3,832$3,783
Services4,5043,9808,5297,385
Share-based compensation expense included in cost of goods sold6,5146,01312,36111,168
Research and development18,58617,02135,18031,258
Selling and marketing16,48613,64931,24025,246
General and administrative13,88711,34126,51921,168
Share-based compensation expense included in operating expense48,95942,01192,93977,672
Share-based compensation expense capitalized in inventory, net (1)(64)(73)

Item 1. Financial Statements

FAQ

What is Ciena's services — share-based payment arrangement, expense?
Ciena (CIEN) reported services — share-based payment arrangement, expense of $4.5M in Q1 2026.
What does services — share-based payment arrangement, expense mean?
This metric represents the portion of total share-based compensation expense specifically allocated to the Services business segment. It reflects the non-cash cost of equity-based awards granted to employees and personnel directly supporting the maintenance, installation, and professional services operations of the company. Monitoring this expense helps assess the true labor cost structure and long-term incentive alignment within the services division.

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