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Ciena Corp  (CIEN)
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    Sector  Technology    Industry Consumer Electronics
   Industry Consumer Electronics
   Sector  Technology
 

Ciena's Customers Performance

CIEN

 
CIEN's Source of Revenues Ciena's Corporate Customers have recorded an advance in their cost of revenue by 2.99 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 31.34 %. During the corresponding time, Ciena Corp revenue deteriorated by -1.78 % year on year, sequentially revenue fell by -8.13 %. While revenue at the Ciena Corp's corporate clients recorded rose by 5.39 % year on year, sequentially revenue grew by 22.08 %.

List of CIEN Customers




Ciena's Customers have recorded an advance in their cost of revenue by 2.99 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 31.34 %, for the same period Ciena Corp revnue deteriorated by -1.78 % year on year, sequentially revnue fell by -8.13 %.

List of CIEN Customers


   
Customers Net Income grew in Q4 by Customers Net margin grew to
4.43 %



Ciena's Customers, Q4 2023 Revenue Growth By Industry
Customers in Aerospace & Defense Industry      4.95 %
Customers in Industrial Machinery and Components Industry      9.01 %
Customers in Conglomerates Industry      2.75 %
Customers in Broadcasting Media & Cable TV Industry      0.91 %
Customers in Educational Services Industry      9.66 %
Customers in Communications Services Industry      15 %
Customers in Hotels & Tourism Industry      0.16 %
Customers in Publishing & Information Industry      0.28 %
Customers in Communications Equipment Industry      2.12 %
Customers in Computer Hardware Industry      5.9 %
Customers in Internet Services & Social Media Industry      10.07 %
Customers in Cloud Computing & Data Analytics Industry      7.65 %
Customers in Scientific & Technical Instruments Industry -9.25 %   
Customers in Semiconductors Industry -5.75 %   
Customers in Consumer Electronics Industry -3.04 %   
     
• Customers Valuation • Customers Mgmt. Effect.


Ciena's Comment on Sales, Marketing and Customers



Sales and Marketing

We sell our communications networking solutions through our direct sales resources as well as through strategic channel relationships. In addition to securing new customers in growth geographies and customer market segments, our sales strategy has focused on building long-term, consultative relationships with existing customers. We believe this engagement model promotes our network specialist approach, allows us to address a wider range of applications with our customers, and helps ensure the alignment of our expertise with our customers’ business and network requirements. We believe this approach also provides opportunities to participate in future projects relating to the transition or expansion of existing network infrastructures and to cross-sell solutions across our portfolio.

Within our global field organization, we maintain a direct sales presence that is organized geographically around the following markets: (i) United States and Canada; (ii) Caribbean and Latin America; (iii) Europe, Middle East and Africa; and (iv) Asia-Pacific. These regions include sales personnel that focus on one or more of the following customer segments: communications service providers, including traditional wireline service providers, wireless providers, cable and multiservice operators, enterprise customers, content service providers and government, research and education. Within each geographic area, we maintain specific teams that focus on a particular region, country, customer or market vertical. These teams include sales management, account salespersons, and systems engineers, as well as strategic marketing, services and commercial management personnel, who ensure we operate closely with and provide a high level of support to our customers. Certain of our global sales teams also focus on submarine network opportunities and emerging customer segments including content service providers and cloud infrastructure providers.

We also maintain a global channel program that works with resellers, systems integrators, service providers, and other third party distributors who market and sell our products and services. Our third party channel sales and other distribution arrangements enable us to reach additional geographic regions and customer segments. We intend to pursue and foster targeted strategic channel relationships in an effort to enable us to sell our products as a complement to the broader offering of these vendors or integrators, including, in particular, in support of enterprise-oriented applications and cloud-based services. We also see opportunities to leverage these strategic channel relationships to address additional customer segments, emerging applications for our solutions and growth geographies. Our use of channel partners has been a key component in our sales to government, research and education and enterprise customers. We believe this strategy and our use of third party channels afford us expanded market opportunities and reduce the financial and operational risk of entering these additional markets.

To support our sales efforts, we engage in marketing activities intended to position and promote our brand as well as our product, software and service offerings. Our marketing team supports sales efforts through direct customer interaction, industry events, public relations, industry analysts, social media, tradeshows, our website and other marketing channels for our customers and channel partners.



  News about Ciena Corp Contracts

Southern Cross Expands Capacity with Ciena's WaveLogic 6 for Transpacific Connectivity

Southern Cross, an independent international capacity provider in Australasia, has announced plans to utilize Ciena's industry-leading WaveLogic 6 Extreme (WL6e) technology for its Southern Cross (SX) NEXT project. This project aims to expand connectivity from Sydney to Los Angeles. By implementing WL6e technology, Southern Cross will be able to support 800 Gb/s wavelengths across its single 12,500+km span. This will ensure reliable, energy-efficient, and high-bandwidth connections. Additionally, Southern Cross has previously partnered with Ciena to enable 400GbE services on the Hawaiki Transpacific Cable using Ciena's GeoMesh Extreme submarine network solution. This achievement follows the successful establ...




Ciena's Comment on Sales, Marketing and Customers


Sales and Marketing

We sell our communications networking solutions through our direct sales resources as well as through strategic channel relationships. In addition to securing new customers in growth geographies and customer market segments, our sales strategy has focused on building long-term, consultative relationships with existing customers. We believe this engagement model promotes our network specialist approach, allows us to address a wider range of applications with our customers, and helps ensure the alignment of our expertise with our customers’ business and network requirements. We believe this approach also provides opportunities to participate in future projects relating to the transition or expansion of existing network infrastructures and to cross-sell solutions across our portfolio.

Within our global field organization, we maintain a direct sales presence that is organized geographically around the following markets: (i) United States and Canada; (ii) Caribbean and Latin America; (iii) Europe, Middle East and Africa; and (iv) Asia-Pacific. These regions include sales personnel that focus on one or more of the following customer segments: communications service providers, including traditional wireline service providers, wireless providers, cable and multiservice operators, enterprise customers, content service providers and government, research and education. Within each geographic area, we maintain specific teams that focus on a particular region, country, customer or market vertical. These teams include sales management, account salespersons, and systems engineers, as well as strategic marketing, services and commercial management personnel, who ensure we operate closely with and provide a high level of support to our customers. Certain of our global sales teams also focus on submarine network opportunities and emerging customer segments including content service providers and cloud infrastructure providers.

We also maintain a global channel program that works with resellers, systems integrators, service providers, and other third party distributors who market and sell our products and services. Our third party channel sales and other distribution arrangements enable us to reach additional geographic regions and customer segments. We intend to pursue and foster targeted strategic channel relationships in an effort to enable us to sell our products as a complement to the broader offering of these vendors or integrators, including, in particular, in support of enterprise-oriented applications and cloud-based services. We also see opportunities to leverage these strategic channel relationships to address additional customer segments, emerging applications for our solutions and growth geographies. Our use of channel partners has been a key component in our sales to government, research and education and enterprise customers. We believe this strategy and our use of third party channels afford us expanded market opportunities and reduce the financial and operational risk of entering these additional markets.

To support our sales efforts, we engage in marketing activities intended to position and promote our brand as well as our product, software and service offerings. Our marketing team supports sales efforts through direct customer interaction, industry events, public relations, industry analysts, social media, tradeshows, our website and other marketing channels for our customers and channel partners.










CIEN's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Ciena Corp 7,219.48 4,367.74 228.13 5,161
At and t Inc 124,630.25 122,428.00 15,623.00 203,000
Lumen Technologies inc 1,544.02 15,378.00 -10,661.00 36,000
Gannett Co Inc 277.91 2,654.17 -27.89 31,250
Verizon Communications Inc 168,635.28 133,974.00 12,095.00 118,400
Walt Disney Co 208,914.75 88,935.00 4,180.00 220,000
Graham Holdings Co 3,322.13 4,414.88 211.70 6,100
Netapp Inc 21,479.80 6,101.00 692.00 12,000
Hp inc 29,999.88 53,075.00 3,398.00 58,000
International Business Machines Corporation 176,665.65 61,860.00 7,502.00 307,600
Meredith Corporation 2,788.10 2,992.50 273.90 3,500
News Corporation 14,739.11 9,965.00 268.00 25,500
Frontier Communications Parent Inc 5,751.67 5,751.00 29.00 17,600
Comcast Corporation 178,849.21 121,572.00 15,107.00 189,000
The E w Scripps Company 298.42 2,292.91 -947.78 2,100
Lockheed Martin Corporation 108,811.03 67,571.00 6,920.00 114,000
Honeywell International Inc 131,436.61 36,662.00 5,672.00 99,000
Boeing Co 108,884.05 77,794.00 -2,242.00 142,000
Eaton Corporation Plc 119,872.51 23,196.00 3,223.00 85,947
Dell Technologies Inc 78,874.84 90,042.00 5,928.00 133,000
Sai tech Global Corporation 24.42 10.64 -8.85 0
Fox Corporation 14,320.22 14,685.00 849.00 10,600
Science applications International corporation 6,784.77 7,365.00 489.00 13,000
Leidos Holdings Inc 17,460.87 15,438.00 208.00 43,000
Air Industries Group 14.03 51.94 -3.21 379
Astronics Corporation 587.75 650.67 -40.18 2,000
Aerovironment Inc 4,005.78 577.99 32.43 663
Cpi Aerostructures Inc 32.49 85.41 9.27 0
Kratos Defense and Security Solutions inc 2,174.14 1,036.60 2.40 3,600
Ducommun Incorporated 702.09 756.19 15.93 3,150
Seafarer Exploration Corp 142.18 0.01 -2.91 1
Level 3 Parent Llc 0.00 7,142.00 -6,887.00 12,500
Avid Technology Inc 1,195.41 413.46 12.95 1,522
Sifco Industries Inc 18.28 85.97 -9.53 465
Coda Octopus Group Inc 61.48 19.03 3.12 0
Stoneridge Inc 464.54 977.48 -7.98 4,100
Knowles Corporation 1,382.93 707.60 72.40 12,000
Koss Corporation 23.01 12.01 -1.02 54
Genasys Inc 80.02 38.75 -21.61 172
Addvantage Technologies Group Inc 5.13 55.39 -8.80 178
Duo World Inc 0.53 0.06 0.64 100
Falconstor Software Inc 16.02 10.27 -1.20 81
Ubiquiti Inc 6,703.41 1,875.60 372.12 1,377
Nokia Corp 20,910.00 27,900.32 4,770.08 87,297
Cirrus Logic Inc 4,929.34 1,788.27 176.06 1,596
Cts Corporation 1,415.47 568.01 60.15 322
Plexus Corp 2,570.47 4,098.50 126.12 16,000
Viavi Solutions Inc 2,203.71 1,006.40 -29.10 3,500
Ericsson Lm Telephone Co 19,114.20 28,310.22 -2,806.18 101,332
Iteris inc 210.16 170.06 2.49 0
Quantum Computing Inc 107.28 0.28 -40.21 25
Chindata Group Holdings Limited 6,190.32 274.44 94.48 1,315
Digitalocean Holdings Inc 3,796.40 691.92 19.41 786
Nextdoor Holdings Inc 814.60 218.31 -147.77 602
Super Micro Computer Inc 62,075.51 9,250.70 732.38 0
Cambium Networks Corp 121.52 264.41 -14.56 573
Ondas Holdings Inc 50.63 11.21 -69.18 74
Nova Ltd 5,380.10 517.92 136.31 819
SUBTOTAL 1,671,864.46 1,053,724.46 65,329.39 2,127,180


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