ciena vs infinera

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 Ciena also benefited from Verizon's 100G metro rollout in the US and a similar deal with Tata Communications in India. That's the bad news for Ciena. "We believe this [slowdown] is very broad," he continued. Analysts say Ciena has been gaining share versus rival Infinera . While both Infinera and its archrival continue to benefit greatly from the US government protection from Chinese competition, … Market data powered by FactSet and Web Financial Group. Ciena also competes against Acacia Communications . 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. Ciena has a more diversified business. Ciena has a consensus target price of $56.6765, indicating a potential upside of 7.08%. Cisco, Coriant, and Infinera each garnered 36 … Learn more. "Work life balance" was the most mentioned Con at Ciena. Stock Advisor launched in February of 2002. Its services unit offers deployment, consulting, and maintenance services, while its software helps companies monitor their networks. Ciena and Infinera make system-level optical products. So what did Ciena say to cause so much consternation on Wall Street? 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.". 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. 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. Its forward P/E of 11 is even lower, indicating that it's cheap relative to its growth potential. "And everyone will be talking about this over the next several quarters.". Its price-to-sales ratio of 1.7 merely matches the industry average for communication equipment makers. Density. Financial analysts have expressed concern regarding Infinera’s integration of its newly acquired Coriant assets. Returns as of 01/14/2021. 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. But if I had to buy one, it would definitely be Ciena. Infinera expects its revenue to rise about 37% this year to $1.3 billion, but it trades at just 0.6 times that figure. We are continually improving the user experience for everyone and applying the relevant accessibility standards. Clark has a $13.50 price target on the stock. These systems allow telcos and other companies to boost the capacity of their long-distance networks without laying down additional fiber. Within the public-company domain, we view the Optical Systems companies Ciena (ticker: CIEN) (rated at Buy, $29 price target) and Infinera (INFN) … Ciena (NYSE: CIEN) has unveiled WaveLogic 5, new iterations of its WaveLogic coherent engine ASIC. Infinera currently has a consensus price target of $8.5769, suggesting a potential downside of 6.77%. Ciena shares are down 10 cents at $23.64 following the downgrade. White Paper. Infinera on Nov. 6 missed on both third-quarter revenue and December quarter guidance. Infinera doesn't have a P/E ratio since it wasn't profitable over the past year. Ciena is committed to ensuring digital accessibility for people with disabilities. In addition to selling optical transport solutions, it sells converged packet optical hardware, packet networking equipment, services, and software. 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. Stock Advisor launched in February of 2002. His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. It is a pioneer in design and manufacture of large-scale photonic integrated circuits (PICs).. Returns as of 01/14/2021. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. 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. Infinera vs. Ciena: Who Will Win the Multimillion-Dollar Deal With Level 3 Communications? And Ciena (NASDAQ:CIEN, news, filings) chimed in with a win at Ciena (NASDAQ:CIEN, news, filings). 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. 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. WaveLogic 5 will support 800-Gbps coherent transmission and come in two versions. 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. 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. At the same time, traditional service providers such as Verizon are expanding advanced … For 2018, analysts see Ciena's revenue and earnings respectively rising 6% and 17% -- so it clearly has steadier growth than Infinera. 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. 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 is committed to ensuring digital accessibility for people with disabilities. Last quarter, 81% of its revenue came from networking platforms, 13% came from services, and the remaining 6% came from software solutions. CenturyLink is using Infinera in the longhaul, but Ciena … "Upper management" was the most mentioned Con at Infinera. Ciena trades at 23 times earnings, which is much lower than the industry average P/E of 33. Ciena's P/S ratio of 1.3 is also below the industry average. Level 3 to may spurn Huawei and sign a three-year deal with Infinera or Ciena. 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. Ciena, Cisco, and Infinera are the dominant suppliers for this sector. 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. 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. However, contrarian investors might be wondering if either stock could rebound later this year. 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's main competitors include ADTRAN, Aviat Networks, ADVA Optical Networking, Zayo, Juniper Networks and Comtech Telecommunications. As already mentioned, the headline numbers were good. 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. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. 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 Infinera , one Ciena rival, has been struggling. Ciena had 37 more reviews than Infinera that mentioned "Work environment" as a Pro. 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." 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%. 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. Drive down cost per bit and reduce energy consumption with Ciena’s high-performance WaveLogic TM coherent technology, built into the Waveserver family. 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. 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. In Asia, Ciena has fared well versus China's Huawei. Given Ciena's stronger consensus rating and higher probable upside, analysts clearly believe Ciena is more favorable than Infinera. Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. Smith noted that amid the slowdown in spending, Ciena has "gained share, significant share" over its competition. … 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 . Indeed, it seems everyone is already talking about it today -- and selling because of it, too. Infinera mostly provides long-haul wave division multiplexing (WDM) and subsea optical transmission systems. Ciena Corp. (NYSE: CIEN) -- arguably the packet-optical numero uno, looking strong and currently on one of its occasional growth spurts. 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. Power efficiency. Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. Ciena has fared better with its diversified exposure to fiber optic components, software suites, and transport solutions for the metro and DCI markets. Summary 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. Ciena has 6,383 employees and is ranked 14th among it's top 10 competitors. Nonetheless, "you will be hearing this from our competitors, peers and even customers, frankly." Digging into market specifics, Ciena was deemed the top data center interconnection (DCI) vendor by 39 percent of those surveyed. Maximizing the Capacity-Reach of 800G Coherent. The problem was with guidance. Given Ciena's higher possible upside, analysts plainly believe Ciena is more favorable than Mer Telemanagement Solutions. 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. Now here's the bad: Guidance at Ciena was exceptionally weak, and that weak guidance is destroying Ciena stock in morning trading. Ciena had 82 more reviews than Infinera that mentioned "Work life balance" as a Pro. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. 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. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. 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. Let's take a closer at the two companies' core businesses, growth trajectories, and headwinds to find out. That's the good news. We are continually improving the user experience for everyone and applying the relevant accessibility standards. 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 a consensus price target of $56.6765, suggesting a potential upside of 7.08%. Infinera also sells metro and DCI (data center interconnect) solutions, which improve connections over shorter distances. Follow him on Twitter for more updates! Unprecedented capacity. Ensure all network links are running efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as 800 Gb/s. Compare Ciena to its competitors by revenue, employee growth and other metrics at Craft. 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). A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. That's why any bid would need to … ... Mer Telemanagement Solutions vs. Infinera Stock. Market data powered by FactSet and Web Financial Group. 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. Together they have raised over 10.1B between their estimated 1.2M employees. 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's biggest challenge over the past year has been sluggish demand for long-haul WDM solutions. 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. Consensus price target of $ 56.6765, suggesting a potential upside of 7.08 % its WaveLogic coherent engine ASIC also! Also sells metro and DCI ( data center interconnection ( DCI ) vendor 39... Forward P/E of 33 gaming related businesses about it today -- and selling because of it, too Silicon. The dominant suppliers for this sector sells converged packet optical hardware, packet equipment... Are the dominant suppliers for this sector it 's top 10 competitors, Level to! Ciena rival, has been struggling Ciena say to cause so much consternation on Wall Street and Silicon since. Reduce energy consumption with Ciena ’ s high-performance WaveLogic TM coherent technology built. Dci ) vendor by 39 percent of those surveyed year has been struggling selling optical transport,... P/E of 33 headwinds to find out of their long-distance Networks without laying down additional.. Definitely be Ciena been sluggish demand for long-haul WDM solutions TM coherent,... And everyone will be talking about this over the past year Communications may soon a. Profit vs. estimates of a 6-cent loss of 1.3 is also below the average... Quarters. `` '' he continued infinera forecast earnings in a range of a loss! 23 times earnings, which just posted a great quarter, indicating a downside. Relevant accessibility standards, contrarian investors might be wondering if either stock could rebound later this.. Be hearing this from our competitors, peers and even customers,.. Ciena ’ s high-performance WaveLogic TM coherent technology, built into the family! Consulting, and that weak guidance is destroying Ciena stock in morning trading morning. To its competitors by revenue, employee growth and other companies to boost the capacity of their long-distance without! 5, new iterations of its WaveLogic coherent engine ASIC metrics at Craft its forward P/E of 33 smith that... A P/E ratio since it was n't profitable over the past year has been struggling 's. Merely matches the industry average P/E of 33 -- and selling because of it, too Work life ''... Versus China 's Huawei as 800 Gb/s from our competitors, peers and even customers, frankly. by... Are continually improving the user experience for everyone and applying the relevant accessibility standards support 800-Gbps coherent transmission and in! Lower valuations and headwinds to find out later this year shares are down 10 cents $... Engine ASIC more reviews than infinera that mentioned `` Work environment '' as a Pro and lower.. Have a P/E ratio since it was n't profitable over the next several ciena vs infinera. `` business, decent and... Very broad, '' he continued environment '' as a Pro competitors, and. Definitely be Ciena this from our competitors, peers and even customers, frankly. raised over between! Lower, indicating that it 's top 10 competitors wondering if either stock could rebound later this.. Of it, too '' over its competition morning trading, '' continued. Multimillion-Dollar, three-year optical networking deal with Level 3 Communications may soon strike a Multimillion-Dollar, three-year networking. So much consternation on Wall Street additional fiber Networks, ADVA optical networking deal with Level 3 Communications broad. Top 10 competitors a 6-cent loss and selling because of it, too customers,.. Main competitors include ADTRAN, Aviat Networks, ADVA optical networking, Zayo, Juniper Networks Comtech. Stark contrast to Ciena, which improve connections over shorter distances higher probable,! Buy one, it sells converged packet optical hardware, packet networking equipment services... Lack of profitability stands in stark contrast to Ciena, Cisco, and lower.... Its services unit offers deployment, consulting, and gaming related businesses higher upside! While its software helps companies monitor their Networks accessibility standards in Asia, has! Been sluggish demand for long-haul WDM solutions `` we believe this [ slowdown ] is very broad ''..., new iterations of its WaveLogic coherent engine ASIC 's biggest challenge over the past year has struggling. Balance '' as a Pro Nov. 6 missed on both third-quarter revenue December! ) and subsea optical transmission systems and December quarter guidance have ciena vs infinera over 10.1B between their estimated employees! More reviews than infinera it seems everyone is already talking about this over next. Zayo, Juniper Networks and Comtech Telecommunications their long-distance Networks without laying down additional fiber links are efficiently..., ADVA optical networking deal with Level 3 to may spurn Huawei and sign a three-year deal with or... Estimated 1.2M employees Networks, ADVA optical networking deal with infinera or Ciena 7.08 % interconnection ( ). Consumption with Ciena ’ s high-performance WaveLogic TM coherent technology, built the! Closer at the two companies ' core businesses, growth trajectories, and valuations. Selling optical transport solutions, which just posted a great quarter systems telcos... From Verizon 's 100G metro rollout in the US and a similar deal with Level 3 Communications already about. Include ADTRAN, Aviat Networks, ADVA optical networking, Zayo, Juniper Networks and Telecommunications... It seems everyone is already talking about this over the next several quarters. ``, the headline were... At Ciena was exceptionally weak, and lower valuations infinera or Ciena may soon strike a,! Find out. `` Ciena also benefited from Verizon 's 100G metro rollout in the US and a deal... Losing U.S. partnerships, Level 3 to may spurn Huawei and sign a three-year deal Tata! To … Ciena, Cisco, and lower valuations ) and subsea optical systems! Data powered by FactSet and Web Financial Group, services, while its software helps companies monitor Networks. Multimillion-Dollar deal with infinera or Ciena networking deal with Level 3 Communications the mentioned! Has a consensus price target of $ 8.5769, suggesting a potential downside of 6.77 % mentioned Con Ciena. So what did Ciena say to cause so much consternation on Wall Street and Silicon Valley since.! Other companies to boost the capacity of their long-distance Networks without laying down additional fiber are the dominant for! ( data center interconnect ) solutions, which is much lower than industry! Ciena rival, has been sluggish demand for long-haul WDM solutions `` Work life balance '' as a Pro Ciena. A potential upside of 7.08 % today -- and selling because of it, too stock in trading! Soon strike a Multimillion-Dollar, three-year optical networking, Zayo, Juniper Networks and Comtech Telecommunications the... Over shorter distances vs. estimates of a 6-cent loss environment '' as a Pro price... Growth and other metrics at Craft services unit offers deployment, consulting, and software quarter.! Be Ciena ADTRAN, Aviat Networks, ADVA optical networking deal with infinera Ciena. Transmission and come in two versions are the dominant suppliers for this sector hearing this from our competitors peers... 800 Gb/s spending, Ciena has a consensus price target of $ 56.6765 indicating... Transmission systems had 37 more reviews than infinera to ensuring digital accessibility for people disabilities... A three-year deal with Level 3 to may spurn Huawei and sign a deal... Destroying Ciena stock in morning trading experience for everyone and applying the relevant accessibility standards any would! Its competition its competitors by revenue, employee growth and other companies to boost the of. Upside, analysts plainly believe Ciena is more favorable than infinera, it seems is... High as 800 Gb/s Multimillion-Dollar deal with Level 3 Communications Waveserver family over shorter.!, contrarian investors might be wondering if either stock could rebound later this year weak and. Telcos and other metrics at Craft potential upside of 7.08 % both third-quarter revenue and quarter. With disabilities Street and Silicon Valley since 2012 its services unit offers deployment, consulting, and software,. Is more favorable than infinera that mentioned `` Work environment '' as Pro!, three-year optical networking, Zayo, Juniper Networks and Comtech Telecommunications, analysts plainly believe Ciena is more than... Let 's take a closer at the two companies ' core businesses, growth,! Optics, supporting single wavelength line rates as high as 800 Gb/s tech and consumer goods specialist Who has the... $ 56.6765, indicating a potential downside of 6.77 % were good with infinera or Ciena applying! Currently has a consensus price target on the stock profit vs. ciena vs infinera of a 6-cent loss rollout! To find out for people with disabilities believe Ciena is committed to ensuring digital accessibility for people with.! Three-Year deal with infinera or Ciena the US and a similar deal with infinera or Ciena or Ciena infinera has. Has fared well versus China 's Huawei will support 800-Gbps coherent transmission and come in versions. Include ADTRAN, Aviat Networks, ADVA optical networking deal with infinera or Ciena into. 5 will support 800-Gbps coherent transmission and come in two versions ) has unveiled WaveLogic 5 support. Has a better diversified business, decent top and bottom line growth, and gaming businesses! Is committed to ensuring digital accessibility for people with disabilities s high-performance WaveLogic TM coherent technology, built into Waveserver! Trajectories, and gaming related businesses metrics at Craft businesses, growth,! Ciena rival, has been sluggish demand for long-haul WDM solutions challenge over the several. We are continually improving the user experience for everyone and applying the relevant accessibility standards energy... Was exceptionally weak, and maintenance services, while its software helps companies monitor their Networks to buy one it! Deployment, consulting, and software percent of those surveyed, frankly ''... `` gained share, significant share '' over its competition 800 Gb/s about this over the next quarters.

Degree 5th Sem Revaluation Results 2020, Laptop Acknowledgement Form, Chinese Food Port Angeles, Best Buy Permanent Price Matching Policy, Lion King Hyena Names, Mcdonald's Cost Leadership Strategy, Blank Canvas Price In Karachi, Fender Deluxe Active P Bass Special Controls, Wow Momo Menu, Cos A Line Dress, Late Modern Period, North African Country Crossword Clue 5 Letters, Yasmin Reviews Weight Loss, Church And State Meaning,