Gary Smith on RLS Hyper Rail
From Ciena Q2 FY26 Earnings Call | $CIEN | 🔴 WATCH LIVE · · Benzinga
“I am pleased to announce that we've been awarded the industry's first multi-rail order from a leading hyperscaler, validating early market demand for our RLS hyper rail platform and cementing Ciena's position as the industry standard. We are also engaged in discussions with multiple additional hyperscalers, neocoscalers and service providers both domestically and internationally who continue to lean in and show a level of interest which is exceeding our expectations.”
On , Gary Smith, Chief Executive Officer, President & Director at CIENA CORP, spoke about RLS Hyper Rail during Ciena Q2 FY26 Earnings Call | $CIEN | 🔴 WATCH LIVE on Benzinga.
About Gary Smith
Gary Smith, president and CEO of Ciena, has appeared on the company’s recent quarterly earnings calls, where he reported strong financial results. In the fiscal second quarter of 2026, he said Ciena grew revenue 40% year-over-year to $1.57 billion, expanded adjusted gross margin to 44.9%, and nearly quadrupled adjusted earnings per share to $1.64. Smith attributed the performance to the company’s technology leadership and deep customer relationships, and described the demand environment as “incredibly strong,” with direct orders from cloud providers accounting for half of orders in the fiscal first quarter of 2026. He noted that Ciena’s backlog increased to approximately $7 billion and that nearly all new orders are being taken for fulfillment in fiscal 2027, providing what he called “ongoing confidence” in the