Tässä kuukauden vanha artikkeli, jossa lainataan Cienan strategiapäällikkö (CSO) David Rothensteinia, mitä nähtävästi ei ole lainattu täällä. Muutama poiminta:
- "We’re really looking at us and Nokia with the combination of Infinera, and what I would say about that combination is we competed very effectively against both when they were standalone companies, and we continue to compete effectively with them now as a combined company,” Rothenstein claimed. However, despite that regard, Rothenstein did point to integration challenges still ahead for its rival. “They have some work to do, I think, in terms of integration and portfolio rationalization, but they’re a big, well-resourced competitor who we don’t take lightly,” Rothenstein added.
- Rothenstein’s Nokia focus is warranted. Dell’Oro Group recently reported that Ciena and Nokia both posted a notable increase in market share through the first nine months of 2025.
- Ciena has also touted its customer base, though most of its revenues come from a smaller pool. During its most recent earnings call, Ciena’s management noted that three customers represented 43.6% of Q4 revenue: two unspecified customers, along with AT&T, a dramatic dependency for a company with more than 1,700 customers worldwide. For the entire fiscal year, just two customers accounted for 28.4% of total revenue.
- The vendor ended its fiscal 2025 showing robust year-over-year momentum, including a 19% increase in full-year revenues, and expects that growth to accelerate to 27% for fiscal 2026.
- “I think it’s hard not to be accused of exaggeration when we talk about industry dynamics and the kind of demand that we’re talking about across the portfolio, across these market and technology applications and use cases … and I’m not blaming anyone. I’m still getting my head around it. We’re still getting our heads around it as a business,” Rothenstein concluded. “I think the market is still maybe not fully appreciating the speed and the scale of these dynamics, which, for those who has been doing this for a long time, are wholly unprecedented to anything we’ve seen in the past three decades.” https://www.sdxcentral.com/news/ciena-cso-confident-against-competitors-nokia-cisco/