Gary Smith on long-term outlook
From Ciena Q2 FY26 Earnings Call | $CIEN | 🔴 WATCH LIVE · · Benzinga
“The bottom line is our deep customer relationships and our sustainable technology leadership support our confidence in continued share gains, durable growth, and increasing profitability over the next several years.”
On , Gary Smith, Chief Executive Officer, President & Director at CIENA CORP, spoke about long-term outlook 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