文章核心观点 - Ciena公司的WaveLogic 6技术被Boldyn Networks采用,以提升其在纽约和新泽西的光纤网络能力,实现每通道高达1.6Tb/s的可扩展波长服务[1] - Boldyn Networks作为一家领先的中性主机提供商,通过采用Ciena的Waveserver平台,集成先进的相干技术和简化的服务器式运营模式,大幅提升了网络容量和效率,满足运营商、企业和超大规模数据中心客户对可靠、高带宽数据中心连接的需求[1] - Ciena的WaveLogic 6技术实现了单载波1.6Tb/s的高容量,支持100Gb/s、400Gb/s、800Gb/s和1.6Tb/s等多种速率,适用于各种距离的应用场景,为客户提供优化的传输经济性[2] - Ciena的WaveLogic 6技术正在快速获得市场认可,公司预计第四季度收入将因其增加采用而实现增长,目前已有23家客户下单[3][4] 行业分析 - 云计算的快速普及和人工智能技术应用的广泛使用,推动了对带宽需求的不断增长,为Ciena的WaveLogic 6技术带来了良好的市场机遇[3] - Ciena与Arelion在2024年8月实现了全球首次1.6Tb/s波长数据传输的里程碑,展示了WaveLogic 6 Extreme技术的领先实力[3] 公司表现 - Ciena公司当前的股票评级为Zacks Rank 3(Hold),过去一年股价上涨61.5%,与行业涨幅基本持平[5] - 公司预计第四季度收入将因WaveLogic 6技术增加采用而实现增长[4]

Advanced network enhancements powered by Ciena's WaveLogic 6 coherent optical technology benefits carriers, enterprises and hyperscalers with reliable, high-speed connections between data centersNEW YORK, Oct. 21, 2024 /PRNewswire/ -- Boldyn Networks (Boldyn), one of the world's largest shared network infrastructure providers, today announced the deployment of scalable wavelength service up to 1.6Tb/s per channel across its fiber network in New York and New Jersey. Boldyn is one of the first in the world to ...

文章核心观点 - 光学网络公司Ciena最近股价上涨35%,主要得益于电信支出反弹以及人工智能(AI)的快速采用 [1] - Ciena第三季度收入和利润下降,主要受到电信设备市场下滑的影响 [2][3] - 但Ciena已经看到业务条件有所改善,订单增加,库存下降,预计未来业绩将有所好转 [3][4] - 分析师认为,AI对Ciena的业务增长将产生积极影响,因为AI数据中心对更快连接的需求将带动Ciena的光学网络产品需求 [5][6][7] 行业分析 - 电信设备市场在2023年下半年开始下滑,2024年预计下降8-10% [3] - 但北美电信市场有望在2025年反弹,预计增长3% [3] - 数据中心之间的带宽需求将在未来4年内增长4倍,带动光学网络产品需求 [6][7] - 数据中心互联(DCI)技术需求增加将为Ciena带来增长机会 [6]

Ciena Corporation (CIEN) has announced that On Net Fibra Colombia (ON NET FIBRA) is utilizing automation software from Blue Planet, a division of Ciena, to facilitate its transition to a cloud-native Operations Support System (OSS). The adoption of the Blue Planet Cloud Native Platform enables ON NET FIBRA to streamline service delivery with advanced inventory, orchestration and assurance applications built on this platform, enhancing customer connectivity and improving operational efficiency. On Net Fibra ...

The artificial intelligence (AI) boom has been underway throughout 2024 despite many legacy technologies still undergoing normalization after a fantastic post-pandemic reopening surge in 2021. The acceleration of AI deployment is helping to lift legacy technologies like cloud computing, virtualization, networking, and hard disk drives (HDDs) as enterprises work through the inventory glut. Here are two computer and technology sector stocks that are gaining from AI demand and seeing their cloud computing and ...

Ciena Corporation's (CIEN) optical technology has been deployed by Sify Technologies to link its seven Metro Area Networks throughout India. The upgrade begins with an express route connecting Mumbai and New Delhi, enhancing Sify's National Long-Distance network to support services of up to 600G. Sify is a leading provider of Information and Communication Technology (ICT) services and solutions in India. With a strong emphasis on Cloud within its offerings, Sify addresses the evolving ICT needs of the emerg ...

Ciena Corporation CIEN shares are trading lower on Monday. JP Morgan analyst Samik Chatterjee downgraded the company to Neutral from Overweight with a price target of $65. The analyst writes that the downgrade is due to current valuations overlooking key factors that limit EPS upside, including constrained telco spending, limited gross margin levers compared to peers, and lower exposure to cloud capital expenditures. Chatterjee says that the capex growth outlook for U.S. telcos is muted for 2025, with inter ...

Ciena Today CIEN Ciena $64.07 -2.62 (-3.93%) 52-Week Range $39.94 ▼ $66.78 P/E Ratio 61.61 Price Target $61.00 Add to Watchlist Ciena Co. NYSE: CIEN can be considered a legacy company in the computer and technology sector when it comes to the Internet. It was one of the original manufacturers of optical fiber, which provided networking switches and connectivity solutions since 1992. The company has managed to stay relevant, unlike so many internet boom companies, and remains on the cutting edge of the artif ...

A month has gone by since the last earnings report for Ciena (CIEN) . Shares have added about 24.5% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Ciena due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Ciena Q3 Earnings Top Estimates Ciena reported third-quarter fi ...

Ciena Corporation (CIEN) recently announced its board of directors' decision to buy back up to $1 billion worth of its common stock, commencing in fiscal 2025 and extending through the end of fiscal 2027. Investors cheered the development leading to a 7.4% jump in CIEN's stock price in the last trading session. The new authorization comes at a time when the company approaches the completion of its existing repurchase program, which has run successfully for the past three years. In the last reported quarter, ...