Ciena Corp (NYSE:CIEN)
$ 49.34 0.46 (0.94%) Market Cap: 7.13 Bil Enterprise Value: 7.37 Bil PE Ratio: 32.04 PB Ratio: 2.45 GF Score: 83/100
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Ciena Corp at Stifel Cross Sector Insight Conference (Virtual) Transcript

Jun 09, 2020 / 01:20PM GMT
Release Date Price: $55.09 (+1.06%)
John Warren Marchetti
Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst

I'm going to dive right into some Q&A. And obviously, if there are questions, please go ahead and send them through, and I'll try to get to them.

Questions & Answers

John Warren Marchetti;Scott Alexander McFeely
Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst;Ciena Corporation - SVP of Global

Scott, maybe one of the places to start. I mean, obviously, there's a lot of questions around sort of this post-COVID world, and it seems like you navigated that fairly well in the most recent quarter. But can you talk a little bit maybe about sort of on the supply side first if you're seeing challenges there, particularly with some of the newer products that you've recently launched. And then maybe we can move over to the demand side and just sort of talk about maybe what some of the changes you've seen as a result of the COVID situation and how that's changed your outlook.

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