NET · T03
Will Ciena report fiscal-year 2027 revenue growth of at least 20% year-over-year, with cloud/hyperscaler customers cited as the primary driver?
Power-constrained, multi-site AI training forces hyperscalers to buy long-haul coherent scale-across capacity at a pace that lifts Ciena's growth far above its historic mid-single-digit trend.
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Optics migrates to 800G and 1.6T
Gigawatt-scale training cannot be sited in one campus, so operators link campuses with coherent DCI and dark fiber, converting a deflationary optical niche into an AI bottleneck. Ciena, Nokia Optical and Corning post step-change growth in cloud/DCI revenue with backlog extending into 2028.
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The case against it
Optical transceiver supply ramping faster than full AI cluster deployments, so deterioration in pricing, increased competition, and an uneven ramp profile. It would show first if ciena FY2027 revenue growth falls below 10% with flat cloud revenue.
1 voice
The questions
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Will Credo's operating cash flow hit at least 14.5 percent of its revenue for the quarter ending October 31, 2026?
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Was Credo's operating cash flow at least 19.0 percent of its revenue last quarter?
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Was Credo's operating cash flow at least 23.5 percent of its revenue last quarter?
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Was Ciena's operating cash flow at least 7.0 percent of its revenue last quarter?
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Was Ciena's operating cash flow at least 10.5 percent of its revenue last quarter?
Settles Dec 10open
Was Ciena's operating cash flow at least 14.0 percent of its revenue last quarter?