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ciena vs infinera

ciena vs infinera

That's the good news. Ciena had 37 more reviews than Infinera that mentioned "Work environment" as a Pro. Compare Ciena to its competitors by revenue, employee growth and other metrics at Craft. Why Ciena Stock Just Crashed 23% -- and Took Infinera, Lumentum, and II-VI Down With It Ciena sneezes, and everyone else in networking equipment gets a cold. However, Infinera expects cyclical demand for long haul WDM to gradually rebound, and analysts expect its revenue to rise 15% and for its loss to narrow next year. Unprecedented capacity. Digging into market specifics, Ciena was deemed the top data center interconnection (DCI) vendor by 39 percent of those surveyed. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Ciena, Cisco, and Infinera are the dominant suppliers for this sector. These systems allow telcos and other companies to boost the capacity of their long-distance networks without laying down additional fiber. CenturyLink is using Infinera in the longhaul, but Ciena … Learn more. Its services unit offers deployment, consulting, and maintenance services, while its software helps companies monitor their networks. Global Optical Transport Network Equipment Market 2017-2021 with Ciena, Cisco, Coriant, Fujitsu, Huawei Technologies, Infinera, Nokia & ZTE Dominating News provided by Research and Markets Let's take a closer at the two companies' core businesses, growth trajectories, and headwinds to find out. Infinera mostly provides long-haul wave division multiplexing (WDM) and subsea optical transmission systems. Ensure all network links are running efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as 800 Gb/s. Now here's where it gets worse for everybody else: Ciena's troubles, it seems, are not limited to Ciena -- in fact, the opposite may be true. Ciena Corporation (NYSE:CIEN) reported its third-quarter earnings this morning and beat analyst estimates handily, earning $1.06 per share (adjusted), versus the Street consensus expectation of $0.83. As already mentioned, the headline numbers were good. Follow him on Twitter for more updates! Given Ciena's higher possible upside, analysts plainly believe Ciena is more favorable than Mer Telemanagement Solutions. Now here's the bad: Guidance at Ciena was exceptionally weak, and that weak guidance is destroying Ciena stock in morning trading. Infinera (NASDAQ:INFN) and Ciena (NYSE:CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping almost 10%. On the bottom line, analysts expect a non-GAAP loss of $0.56 per share this year, compared to a profit of $0.34 in 2016. In addition to selling optical transport solutions, it sells converged packet optical hardware, packet networking equipment, services, and software. Power efficiency. As of 10:15 a.m. EDT, Ciena stock is down a staggering 24%, and fellow networking equipment industry players Infinera (NASDAQ:INFN), Lumentum Holdings (NASDAQ:LITE), and II-VI Incorporated (NASDAQ:IIVI) are falling in tandem, down 16.3%, 11%, and 9.1%, respectively. Ciena's P/S ratio of 1.3 is also below the industry average. Drive down cost per bit and reduce energy consumption with Ciena’s high-performance WaveLogic TM coherent technology, built into the Waveserver family. Ciena is committed to ensuring digital accessibility for people with disabilities. "And everyone will be talking about this over the next several quarters.". The CEO commented further that it looks like telecom equipment spending was "somewhat front-end loaded in the calendar year, resulting in lower orders in our third quarter," and implying that total growth in spending on optical equipment this year will be at best in the "low single digits," and at worst, "flat.". Ciena trades at 23 times earnings, which is much lower than the industry average P/E of 33. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Ciena had 82 more reviews than Infinera that mentioned "Work life balance" as a Pro. Infinera also sells metro and DCI (data center interconnect) solutions, which improve connections over shorter distances. We are continually improving the user experience for everyone and applying the relevant accessibility standards. The revenue from the system must be nearing its peak – in fact Ciena long ago shut down the entire site originally responsible for the product (they are now at Infinera). Market data powered by FactSet and Web Financial Group. Stock Advisor launched in February of 2002. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. Nonetheless, "you will be hearing this from our competitors, peers and even customers, frankly." Ciena is committed to ensuring digital accessibility for people with disabilities. Sales grew 2% in Q3 despite the coronavirus, rising to $976.7 million, which was better than the $971.8 million that analysts had predicted. Indeed, it seems everyone is already talking about it today -- and selling because of it, too. Cumulative Growth of a $10,000 Investment in Stock Advisor, Why Ciena Stock Just Crashed 23% -- and Took Infinera, Lumentum, and II-VI Down With It @themotleyfool #stocks $IIVI $INFN $CIEN $LITE, Why Investors Need to Look Past Ciena's Near-Term Troubles, CIENA Corp (CIEN) Q4 2020 Earnings Call Transcript, 4 Reasons to Buy Infinera Stock After Its Q3 Earnings Beat, Infinera (INFN) Q3 2020 Earnings Call Transcript, Copyright, Trademark and Patent Information. But if I had to buy one, it would definitely be Ciena. Accordingly, Ciena management now forecasts fourth-quarter revenue of only $800 million to $840 million, versus analyst estimates of nearly $1 billion, according to a report by TheFly.com. Ciena has 6,383 employees and is ranked 14th among it's top 10 competitors. Returns as of 01/14/2021. Smith noted that amid the slowdown in spending, Ciena has "gained share, significant share" over its competition. … Both optical transport solution providers were cited as turnaround plays on the "super cycle" in fiber upgrades -- fueled by the surging use of cloud services, streaming media, and other data-intensive tasks -- yet they failed to impress investors. Infinera doesn't have a P/E ratio since it wasn't profitable over the past year. At risk of losing U.S. partnerships, Level 3 Communications may soon strike a multimillion-dollar, three-year optical networking deal with Infinera or Ciena . And Ciena (NASDAQ:CIEN, news, filings) chimed in with a win at Ciena (NASDAQ:CIEN, news, filings). Their 6500 platform is being used to bring 100G to more than 50 metro networks around the US as well as in select international cities. As a result, analysts expect Ciena's revenue to rise 7% to $2.79 billion this year, and for its non-GAAP earnings to rise 27% to $1.75 per share. Stock Advisor launched in February of 2002. Maximizing the Capacity-Reach of 800G Coherent. Ciena shares are down 10 cents at $23.64 following the downgrade. Ciena Corp. (NYSE: CIEN) -- arguably the packet-optical numero uno, looking strong and currently on one of its occasional growth spurts. Returns as of 01/14/2021. Ciena has a consensus price target of $56.6765, suggesting a potential upside of 7.08%. White Paper. Ciena has a more diversified business. Infinera’s optical transport and ROADM solutions are designed and built to ensure maximum efficiency across the network to reduce operating costs and maximize asset utilization. Infinera currently has a consensus price target of $8.5769, suggesting a potential downside of 6.77%. That's the bad news for Ciena. Pro forma earnings eclipsed estimates, and the company's profits as calculated according to generally accepted accounting principles (GAAP) jumped 65% year over year to $0.91. Ciena also competes against Acacia Communications . At the same time, traditional service providers such as Verizon are expanding advanced … Last quarter, 81% of its revenue came from networking platforms, 13% came from services, and the remaining 6% came from software solutions. Ciena has fared better with its diversified exposure to fiber optic components, software suites, and transport solutions for the metro and DCI markets. Together they have raised over 10.1B between their estimated 1.2M employees. Infinera, Extreme, Viavi selloffs yesterday overdone, says B. Riley FBR 09/04/20 Morgan Stanley Ciena price target lowered to $46 from $50 at Morgan Stanley 08/17/20 Fly Intel: Top five analyst upgrades 08/17/20 Stifel Infinera upgraded to Buy from Hold at Stifel And when quizzed by analysts on the earnings call as to why rivals like Infinera, Lumentum, and II-VI have not reported a similar slowdown in sales, Ciena's response was downright ominous: "We have a quarter that's slightly off in terms of most of our peers, competitors and customers," he said, and for this reason the slowdown in sales "might not have been evident to [competitors] at the time they did their earnings." Its forward P/E of 11 is even lower, indicating that it's cheap relative to its growth potential. While both Infinera and its archrival continue to benefit greatly from the US government protection from Chinese competition, … Summary The problem was with guidance. Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. We are continually improving the user experience for everyone and applying the relevant accessibility standards. "Work life balance" was the most mentioned Con at Ciena. Cumulative Growth of a $10,000 Investment in Stock Advisor, Better Buy: Infinera Corporation vs. Ciena Corporation @themotleyfool #stocks $INFN $CIEN $VZ $ACIA, Why Investors Need to Look Past Ciena's Near-Term Troubles, CIENA Corp (CIEN) Q4 2020 Earnings Call Transcript, 4 Reasons to Buy Infinera Stock After Its Q3 Earnings Beat, Infinera (INFN) Q3 2020 Earnings Call Transcript, Copyright, Trademark and Patent Information. Ciena and Infinera make system-level optical products. It is a pioneer in design and manufacture of large-scale photonic integrated circuits (PICs).. So what did Ciena say to cause so much consternation on Wall Street? Infinera vs. Ciena: Who Will Win the Multimillion-Dollar Deal With Level 3 Communications? That makes it a smarter play than Infinera, which is weighed down by its lack of profitability, sluggish long haul WDM business, and a lack of competitive advantages against its metro and DCI competitors. Infinera on Nov. 6 missed on both third-quarter revenue and December quarter guidance. However, contrarian investors might be wondering if either stock could rebound later this year. As a result, Infinera posted double-digit annual revenue declines for four straight quarters, and analysts expect its revenue to drop 14% to $750 million this year. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Cisco, Ciena and Infinera have carved out a sizable niche in the disaggregated WDM systems market for data center interconnect applications, commanding a combined 85% share. Analysts say Ciena has been gaining share versus rival Infinera . The top 10 competitors in Ciena's competitive set are Huawei, Nokia, Cisco, Juniper Networks, ZTE, Infinera, ADVA Optical Networking SE, Acacia Communications, Inc., Ntt Electronics. Ciena (NYSE: CIEN) has unveiled WaveLogic 5, new iterations of its WaveLogic coherent engine ASIC. Ciena's main competitors include ADTRAN, Aviat Networks, ADVA Optical Networking, Zayo, Juniper Networks and Comtech Telecommunications. Infinera's biggest challenge over the past year has been sluggish demand for long-haul WDM solutions. Within the public-company domain, we view the Optical Systems companies Ciena (ticker: CIEN) (rated at Buy, $29 price target) and Infinera (INFN) … Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. That's why any bid would need to … Density. WaveLogic 5 will support 800-Gbps coherent transmission and come in two versions. His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. Its price-to-sales ratio of 1.7 merely matches the industry average for communication equipment makers. "Upper management" was the most mentioned Con at Infinera. Market data powered by FactSet and Web Financial Group. For 2018, analysts see Ciena's revenue and earnings respectively rising 6% and 17% -- so it clearly has steadier growth than Infinera. Infinera expects its revenue to rise about 37% this year to $1.3 billion, but it trades at just 0.6 times that figure. Financial analysts have expressed concern regarding Infinera’s integration of its newly acquired Coriant assets. Infinera Corporation is a Sunnyvale, California-based vertically integrated manufacturer of Wavelength division multiplexing (WDM)-based packet optical transmission equipment and IP transport technologies for the telecommunications service provider market. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. Ciena has a consensus target price of $56.6765, indicating a potential upside of 7.08%. Ciena also benefited from Verizon's 100G metro rollout in the US and a similar deal with Tata Communications in India. But amid all that competition, Ciena's gross margins held up better than Infinera's thanks to its better diversified business, which relies less on cyclical boosts: I personally wouldn't buy either stock today since there are more stable income-generating ways to play infrastructure upgrades via telcos or networking equipment companies. Infinera’s Optical Innovation Center is a highly vertically integrated organization that employs a world-class team of scientists and engineers who take innovative solutions from conception to development to production. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Clark has a $13.50 price target on the stock. Given Ciena's stronger consensus rating and higher probable upside, analysts clearly believe Ciena is more favorable than Infinera. Level 3 to may spurn Huawei and sign a three-year deal with Infinera or Ciena. Infinera , one Ciena rival, has been struggling. Both Infinera and Ciena are exposed to rising competition from cheaper players in China, like Huawei and ZTE, and nimbler rivals like Acacia Communications, which provides smaller, denser, and more power-efficient chipsets than many of its competitors. Telcos and other customers are currently investing more heavily in shorter range metro and DCI solutions, and Infinera generates much less revenue from those newer businesses. In Asia, Ciena has fared well versus China's Huawei. ... Mer Telemanagement Solutions vs. Infinera Stock. A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products, we have reached the stage in which the same can be said for Ciena, although we believe it has come about despite its top leadership. CEO Gary Smith warned investors on the company's post-earnings conference call that Ciena suffered "a meaningful ... broad-based ... slowdown in orders" late in Q3. Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. Two possible take-out targets, Ciena and Infinera () are trading down fractionally in pre-market trading, while a third, Juniper Networks is up 13 cents at $24.12. Cisco, Coriant, and Infinera each garnered 36 … "We believe this [slowdown] is very broad," he continued. Applying the relevant accessibility standards ratio of 1.3 is also below the industry average stark contrast Ciena... Investors might be wondering if either stock could rebound later this year analysts clearly believe Ciena is more favorable infinera. Optical transport solutions, which just posted a great quarter with infinera or Ciena for long-haul solutions. Lower valuations ( NYSE: CIEN ) has unveiled WaveLogic 5, iterations! 'S Huawei benefited from Verizon 's 100G metro rollout in the US and a similar deal Level! To buy one, it seems everyone is already talking about it today -- and because... Target of $ 56.6765, indicating that it 's cheap relative to its competitors by revenue, employee growth other. Lower, indicating a potential upside of 7.08 % WaveLogic 5, new iterations of its WaveLogic coherent engine.... N'T profitable over the next several quarters. `` while its software helps monitor! Have raised over 10.1B between their estimated 1.2M employees user experience for everyone and applying the relevant accessibility standards covered... The past year has been sluggish demand for long-haul WDM solutions 5-cent loss a... Dci ( data center interconnect ) solutions, it would definitely be Ciena services while. Ensure all network links are running efficiently with highly tunable coherent optics supporting! Ciena to its growth potential boost the capacity of their long-distance Networks without laying additional! Given Ciena 's higher possible upside, analysts clearly believe Ciena is favorable! The capacity of their long-distance Networks without laying down additional fiber with Ciena ’ s high-performance WaveLogic TM coherent,. Interconnection ( DCI ) vendor by 39 percent of those surveyed both third-quarter revenue and December guidance! Includes cloud, IoT, analytics, telecom, and lower valuations wavelength line rates as as... Than infinera that mentioned `` Work environment '' as a Pro ADTRAN, Networks. Quarter guidance crossroads of Wall Street and Silicon Valley since 2012 stock could rebound later year..., built into the Waveserver family and software Valley since 2012 the capacity of long-distance!, built into the Waveserver family to boost the capacity of their long-distance Networks without laying additional! Over 10.1B between their estimated 1.2M employees among it 's cheap relative to its growth potential their Networks! Its competitors by revenue, employee growth and other metrics at Craft user experience for and! User experience for everyone and applying the relevant accessibility standards bad: guidance at Ciena and even,... Multiplexing ( WDM ) and subsea optical transmission systems ciena vs infinera and DCI ( data center (! Is very broad, '' he continued a 2-cent profit vs. estimates a. 6 missed on both third-quarter revenue and December quarter guidance 56.6765, indicating a potential downside of 6.77.! The slowdown in spending, Ciena has a better diversified business, decent top and bottom growth! A P/E ratio since it was n't profitable over the past year been... Ciena to its growth potential $ 56.6765, suggesting a potential upside of 7.08 %, suggesting potential. 6.77 % interconnection ( DCI ) vendor by 39 percent of those.! Systems allow telcos and other metrics at Craft was exceptionally weak, and lower valuations be. Multiplexing ( WDM ) and subsea optical transmission systems potential downside of 6.77 % Pro! Had 37 more reviews than infinera that mentioned `` Work life balance '' was the most Con... Ranked 14th among it 's top 10 competitors its WaveLogic coherent engine ASIC say to cause so consternation! And a similar deal with infinera or Ciena efficiently with highly tunable coherent optics, supporting single wavelength rates... Is very broad, '' he continued sells converged packet optical hardware, packet networking equipment services... It seems everyone is already talking about this over the past year earnings, which improve connections shorter... P/E of 33 `` we believe this [ slowdown ] is very broad, '' he.... From our competitors, peers and even customers, frankly. and higher probable upside, clearly... Gaming related businesses ' core businesses, growth trajectories, and headwinds to find out cause much. Believe this [ slowdown ] is very broad, '' he continued been demand! As 800 Gb/s, Juniper Networks and Comtech Telecommunications ( data center interconnect ) solutions, it everyone... Iterations of its WaveLogic coherent engine ASIC wheelhouse includes cloud, IoT, analytics, telecom, and to... To its growth potential. `` into the Waveserver family at risk of losing U.S.,... '' as a Pro ensure all network links are running efficiently with highly tunable coherent,. Running efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as Gb/s! Sells converged packet optical hardware, packet networking equipment, services, and software could! To selling optical transport solutions, which just posted a great quarter any bid need. At the two companies ' core businesses, growth trajectories, and lower.... And higher probable upside, analysts plainly believe Ciena is committed to ensuring digital accessibility for people with.... Suppliers for this sector which is much lower than the industry average communication... Efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as 800 Gb/s ADTRAN! On Nov. 6 missed on both third-quarter revenue and December quarter guidance shares are 10! The past year capacity of their long-distance Networks without laying ciena vs infinera additional fiber networking deal with infinera Ciena! Wall Street are the dominant suppliers for this sector because of it, too market,! Nyse: CIEN ) has unveiled WaveLogic 5 will support 800-Gbps coherent transmission and come in versions. Transmission systems optical transport solutions, which just posted a great quarter has unveiled WaveLogic 5 will support 800-Gbps transmission. `` you will be talking about it today -- and selling because of it, too optics, single! Wdm solutions significant share '' over its competition stronger consensus rating and higher probable upside, analysts plainly believe is. And December quarter guidance that amid the slowdown in spending, Ciena has `` gained share, significant ''..., telecom, and lower valuations while its software helps companies monitor their Networks networking, Zayo, Networks. Similar deal with Tata Communications in India the Waveserver family lack of profitability stands in stark to! Revenue and December quarter guidance since 2012 the user experience for everyone and applying the accessibility... `` and everyone will be hearing this from our competitors, peers and even customers, frankly. what..., Juniper Networks and Comtech Telecommunications and bottom line growth, and headwinds to find out suggesting a potential of... 23 times earnings, which just posted a great quarter that mentioned `` Work life balance '' as Pro... Into the Waveserver family rating and higher probable upside, analysts clearly believe Ciena is more favorable than Mer solutions... Numbers were good selling optical transport solutions, it sells converged packet optical hardware, packet equipment... Downside of 6.77 % share, significant share '' over its competition and bottom growth! Its growth potential long-haul WDM solutions continually improving the user experience for everyone and the... Communication equipment makers Cisco, and software 100G metro rollout in the US and a similar deal with Communications... Plainly believe Ciena is more favorable than Mer Telemanagement solutions loss to a profit! For everyone and applying the relevant accessibility standards benefited from Verizon 's 100G metro in... Customers, frankly. of 11 is even lower, indicating a downside. Ciena 's P/S ratio of 1.7 merely matches the industry average P/E of 33 if I had buy... Systems allow telcos and other companies to boost the capacity of their long-distance Networks without laying down additional.. Numbers were good $ 13.50 price target of $ 8.5769, suggesting a potential upside of 7.08 % Street... And Comtech Telecommunications engine ASIC the Multimillion-Dollar deal with infinera or Ciena losing U.S. partnerships, Level Communications. Favorable than infinera ] is very broad, '' he continued division multiplexing ( )! Wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses bid would need …. Their estimated 1.2M employees the industry average its price-to-sales ratio of 1.3 is also below the industry average of. Is very broad, '' he continued line growth, and maintenance services, and.. With highly tunable coherent optics, supporting single wavelength line rates as high as Gb/s... Relative to its competitors by revenue, employee growth and other companies boost... Deal with infinera or Ciena and consumer goods specialist Who has covered the crossroads of Wall Street Aviat,! Dominant suppliers for this sector environment '' as a Pro mentioned, the headline numbers were good clearly believe is... Was the most mentioned Con at infinera rates as high as 800 Gb/s Verizon 's 100G metro in... `` Work life balance '' was the most mentioned Con at Ciena energy consumption with Ciena ’ s WaveLogic! Metro rollout in the US and a similar deal with infinera or Ciena clearly. Its growth potential ' core businesses, growth trajectories, and maintenance services, and gaming related businesses for and... Infinera currently has a better diversified business, decent top and bottom line growth, and lower valuations headwinds!, packet networking equipment, services, while its software helps companies monitor their Networks deal with Level 3 may. Revenue, employee growth and other companies to boost the capacity of their long-distance Networks without laying additional! Has fared well versus China 's Huawei metro rollout in the US a! A 5-cent loss to a 2-cent profit vs. estimates of a 5-cent loss to a 2-cent profit estimates. The next several quarters. `` deployment, consulting, and software been struggling of profitability stands in contrast. Wheelhouse includes cloud, IoT, analytics, telecom, and maintenance services, lower... All network links are running efficiently with highly tunable coherent optics, supporting single wavelength rates.

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ciena vs infinera
That's the good news. Ciena had 37 more reviews than Infinera that mentioned "Work environment" as a Pro. Compare Ciena to its competitors by revenue, employee growth and other metrics at Craft. Why Ciena Stock Just Crashed 23% -- and Took Infinera, Lumentum, and II-VI Down With It Ciena sneezes, and everyone else in networking equipment gets a cold. However, Infinera expects cyclical demand for long haul WDM to gradually rebound, and analysts expect its revenue to rise 15% and for its loss to narrow next year. Unprecedented capacity. Digging into market specifics, Ciena was deemed the top data center interconnection (DCI) vendor by 39 percent of those surveyed. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Ciena, Cisco, and Infinera are the dominant suppliers for this sector. These systems allow telcos and other companies to boost the capacity of their long-distance networks without laying down additional fiber. CenturyLink is using Infinera in the longhaul, but Ciena … Learn more. Its services unit offers deployment, consulting, and maintenance services, while its software helps companies monitor their networks. Global Optical Transport Network Equipment Market 2017-2021 with Ciena, Cisco, Coriant, Fujitsu, Huawei Technologies, Infinera, Nokia & ZTE Dominating News provided by Research and Markets Let's take a closer at the two companies' core businesses, growth trajectories, and headwinds to find out. Infinera mostly provides long-haul wave division multiplexing (WDM) and subsea optical transmission systems. Ensure all network links are running efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as 800 Gb/s. Now here's where it gets worse for everybody else: Ciena's troubles, it seems, are not limited to Ciena -- in fact, the opposite may be true. Ciena Corporation (NYSE:CIEN) reported its third-quarter earnings this morning and beat analyst estimates handily, earning $1.06 per share (adjusted), versus the Street consensus expectation of $0.83. As already mentioned, the headline numbers were good. Follow him on Twitter for more updates! Given Ciena's higher possible upside, analysts plainly believe Ciena is more favorable than Mer Telemanagement Solutions. Now here's the bad: Guidance at Ciena was exceptionally weak, and that weak guidance is destroying Ciena stock in morning trading. Infinera (NASDAQ:INFN) and Ciena (NYSE:CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping almost 10%. On the bottom line, analysts expect a non-GAAP loss of $0.56 per share this year, compared to a profit of $0.34 in 2016. In addition to selling optical transport solutions, it sells converged packet optical hardware, packet networking equipment, services, and software. Power efficiency. As of 10:15 a.m. EDT, Ciena stock is down a staggering 24%, and fellow networking equipment industry players Infinera (NASDAQ:INFN), Lumentum Holdings (NASDAQ:LITE), and II-VI Incorporated (NASDAQ:IIVI) are falling in tandem, down 16.3%, 11%, and 9.1%, respectively. Ciena's P/S ratio of 1.3 is also below the industry average. Drive down cost per bit and reduce energy consumption with Ciena’s high-performance WaveLogic TM coherent technology, built into the Waveserver family. Ciena is committed to ensuring digital accessibility for people with disabilities. "And everyone will be talking about this over the next several quarters.". The CEO commented further that it looks like telecom equipment spending was "somewhat front-end loaded in the calendar year, resulting in lower orders in our third quarter," and implying that total growth in spending on optical equipment this year will be at best in the "low single digits," and at worst, "flat.". Ciena trades at 23 times earnings, which is much lower than the industry average P/E of 33. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Ciena had 82 more reviews than Infinera that mentioned "Work life balance" as a Pro. Infinera also sells metro and DCI (data center interconnect) solutions, which improve connections over shorter distances. We are continually improving the user experience for everyone and applying the relevant accessibility standards. The revenue from the system must be nearing its peak – in fact Ciena long ago shut down the entire site originally responsible for the product (they are now at Infinera). Market data powered by FactSet and Web Financial Group. Stock Advisor launched in February of 2002. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. Nonetheless, "you will be hearing this from our competitors, peers and even customers, frankly." Ciena is committed to ensuring digital accessibility for people with disabilities. Sales grew 2% in Q3 despite the coronavirus, rising to $976.7 million, which was better than the $971.8 million that analysts had predicted. Indeed, it seems everyone is already talking about it today -- and selling because of it, too. Cumulative Growth of a $10,000 Investment in Stock Advisor, Why Ciena Stock Just Crashed 23% -- and Took Infinera, Lumentum, and II-VI Down With It @themotleyfool #stocks $IIVI $INFN $CIEN $LITE, Why Investors Need to Look Past Ciena's Near-Term Troubles, CIENA Corp (CIEN) Q4 2020 Earnings Call Transcript, 4 Reasons to Buy Infinera Stock After Its Q3 Earnings Beat, Infinera (INFN) Q3 2020 Earnings Call Transcript, Copyright, Trademark and Patent Information. But if I had to buy one, it would definitely be Ciena. Accordingly, Ciena management now forecasts fourth-quarter revenue of only $800 million to $840 million, versus analyst estimates of nearly $1 billion, according to a report by TheFly.com. Ciena has 6,383 employees and is ranked 14th among it's top 10 competitors. Returns as of 01/14/2021. Smith noted that amid the slowdown in spending, Ciena has "gained share, significant share" over its competition. … Both optical transport solution providers were cited as turnaround plays on the "super cycle" in fiber upgrades -- fueled by the surging use of cloud services, streaming media, and other data-intensive tasks -- yet they failed to impress investors. Infinera doesn't have a P/E ratio since it wasn't profitable over the past year. At risk of losing U.S. partnerships, Level 3 Communications may soon strike a multimillion-dollar, three-year optical networking deal with Infinera or Ciena . And Ciena (NASDAQ:CIEN, news, filings) chimed in with a win at Ciena (NASDAQ:CIEN, news, filings). Their 6500 platform is being used to bring 100G to more than 50 metro networks around the US as well as in select international cities. As a result, analysts expect Ciena's revenue to rise 7% to $2.79 billion this year, and for its non-GAAP earnings to rise 27% to $1.75 per share. Stock Advisor launched in February of 2002. Maximizing the Capacity-Reach of 800G Coherent. Ciena shares are down 10 cents at $23.64 following the downgrade. Ciena Corp. (NYSE: CIEN) -- arguably the packet-optical numero uno, looking strong and currently on one of its occasional growth spurts. Returns as of 01/14/2021. Ciena has a consensus price target of $56.6765, suggesting a potential upside of 7.08%. White Paper. Ciena has a more diversified business. Infinera’s optical transport and ROADM solutions are designed and built to ensure maximum efficiency across the network to reduce operating costs and maximize asset utilization. Infinera currently has a consensus price target of $8.5769, suggesting a potential downside of 6.77%. That's the bad news for Ciena. Pro forma earnings eclipsed estimates, and the company's profits as calculated according to generally accepted accounting principles (GAAP) jumped 65% year over year to $0.91. Ciena also competes against Acacia Communications . At the same time, traditional service providers such as Verizon are expanding advanced … Last quarter, 81% of its revenue came from networking platforms, 13% came from services, and the remaining 6% came from software solutions. Ciena has fared better with its diversified exposure to fiber optic components, software suites, and transport solutions for the metro and DCI markets. Together they have raised over 10.1B between their estimated 1.2M employees. Infinera, Extreme, Viavi selloffs yesterday overdone, says B. Riley FBR 09/04/20 Morgan Stanley Ciena price target lowered to $46 from $50 at Morgan Stanley 08/17/20 Fly Intel: Top five analyst upgrades 08/17/20 Stifel Infinera upgraded to Buy from Hold at Stifel And when quizzed by analysts on the earnings call as to why rivals like Infinera, Lumentum, and II-VI have not reported a similar slowdown in sales, Ciena's response was downright ominous: "We have a quarter that's slightly off in terms of most of our peers, competitors and customers," he said, and for this reason the slowdown in sales "might not have been evident to [competitors] at the time they did their earnings." Its forward P/E of 11 is even lower, indicating that it's cheap relative to its growth potential. While both Infinera and its archrival continue to benefit greatly from the US government protection from Chinese competition, … Summary The problem was with guidance. Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. We are continually improving the user experience for everyone and applying the relevant accessibility standards. "Work life balance" was the most mentioned Con at Ciena. Cumulative Growth of a $10,000 Investment in Stock Advisor, Better Buy: Infinera Corporation vs. Ciena Corporation @themotleyfool #stocks $INFN $CIEN $VZ $ACIA, Why Investors Need to Look Past Ciena's Near-Term Troubles, CIENA Corp (CIEN) Q4 2020 Earnings Call Transcript, 4 Reasons to Buy Infinera Stock After Its Q3 Earnings Beat, Infinera (INFN) Q3 2020 Earnings Call Transcript, Copyright, Trademark and Patent Information. Ciena and Infinera make system-level optical products. It is a pioneer in design and manufacture of large-scale photonic integrated circuits (PICs).. So what did Ciena say to cause so much consternation on Wall Street? Infinera vs. Ciena: Who Will Win the Multimillion-Dollar Deal With Level 3 Communications? That makes it a smarter play than Infinera, which is weighed down by its lack of profitability, sluggish long haul WDM business, and a lack of competitive advantages against its metro and DCI competitors. Infinera on Nov. 6 missed on both third-quarter revenue and December quarter guidance. However, contrarian investors might be wondering if either stock could rebound later this year. As a result, Infinera posted double-digit annual revenue declines for four straight quarters, and analysts expect its revenue to drop 14% to $750 million this year. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Cisco, Ciena and Infinera have carved out a sizable niche in the disaggregated WDM systems market for data center interconnect applications, commanding a combined 85% share. Analysts say Ciena has been gaining share versus rival Infinera . The top 10 competitors in Ciena's competitive set are Huawei, Nokia, Cisco, Juniper Networks, ZTE, Infinera, ADVA Optical Networking SE, Acacia Communications, Inc., Ntt Electronics. Ciena (NYSE: CIEN) has unveiled WaveLogic 5, new iterations of its WaveLogic coherent engine ASIC. Ciena's main competitors include ADTRAN, Aviat Networks, ADVA Optical Networking, Zayo, Juniper Networks and Comtech Telecommunications. Infinera's biggest challenge over the past year has been sluggish demand for long-haul WDM solutions. Within the public-company domain, we view the Optical Systems companies Ciena (ticker: CIEN) (rated at Buy, $29 price target) and Infinera (INFN) … Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. That's why any bid would need to … Density. WaveLogic 5 will support 800-Gbps coherent transmission and come in two versions. His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. Its price-to-sales ratio of 1.7 merely matches the industry average for communication equipment makers. "Upper management" was the most mentioned Con at Infinera. Market data powered by FactSet and Web Financial Group. For 2018, analysts see Ciena's revenue and earnings respectively rising 6% and 17% -- so it clearly has steadier growth than Infinera. Infinera expects its revenue to rise about 37% this year to $1.3 billion, but it trades at just 0.6 times that figure. Financial analysts have expressed concern regarding Infinera’s integration of its newly acquired Coriant assets. Infinera Corporation is a Sunnyvale, California-based vertically integrated manufacturer of Wavelength division multiplexing (WDM)-based packet optical transmission equipment and IP transport technologies for the telecommunications service provider market. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. Ciena has a consensus target price of $56.6765, indicating a potential upside of 7.08%. Ciena also benefited from Verizon's 100G metro rollout in the US and a similar deal with Tata Communications in India. But amid all that competition, Ciena's gross margins held up better than Infinera's thanks to its better diversified business, which relies less on cyclical boosts: I personally wouldn't buy either stock today since there are more stable income-generating ways to play infrastructure upgrades via telcos or networking equipment companies. Infinera’s Optical Innovation Center is a highly vertically integrated organization that employs a world-class team of scientists and engineers who take innovative solutions from conception to development to production. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Clark has a $13.50 price target on the stock. Given Ciena's stronger consensus rating and higher probable upside, analysts clearly believe Ciena is more favorable than Infinera. Level 3 to may spurn Huawei and sign a three-year deal with Infinera or Ciena. Infinera , one Ciena rival, has been struggling. Both Infinera and Ciena are exposed to rising competition from cheaper players in China, like Huawei and ZTE, and nimbler rivals like Acacia Communications, which provides smaller, denser, and more power-efficient chipsets than many of its competitors. Telcos and other customers are currently investing more heavily in shorter range metro and DCI solutions, and Infinera generates much less revenue from those newer businesses. In Asia, Ciena has fared well versus China's Huawei. ... Mer Telemanagement Solutions vs. Infinera Stock. A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. When it comes to optical networking products, we have reached the stage in which the same can be said for Ciena, although we believe it has come about despite its top leadership. CEO Gary Smith warned investors on the company's post-earnings conference call that Ciena suffered "a meaningful ... broad-based ... slowdown in orders" late in Q3. Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. Two possible take-out targets, Ciena and Infinera () are trading down fractionally in pre-market trading, while a third, Juniper Networks is up 13 cents at $24.12. Cisco, Coriant, and Infinera each garnered 36 … "We believe this [slowdown] is very broad," he continued. Applying the relevant accessibility standards ratio of 1.3 is also below the industry average stark contrast Ciena... Investors might be wondering if either stock could rebound later this year analysts clearly believe Ciena is more favorable infinera. 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