Ciena Corporation Earnings Presentation
Q4 FY 2021 key highlights
Achieving balanced growth
Non-telco represented 39% of total
revenue
Direct web-scale contributed 18% of
total revenue
APAC contributed 12% of total
revenue
Blue Planet was up 19% QOQ
Driving the pace of innovation
R&D investment was $147M or 14% of
revenue
15 new wins on Wave Logic Ai and 34
new wins on Wave Logic 5e in Q4
Shipped our first 400 ZR pluggables,
WL5 Nano
Copyright Ciena Corporation 2021. All rights reserved. Proprietary information.
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1 Source: Capital IQ 12/31/20-11/30/21
* A reconciliation of these non-GAAP measures to our GAAP results is included in the appendix to this presentation.
Delivering shareholder value
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YTD¹ total stockholder return of 14%
Adjusted EPS* growth of 42% YoY
Adjusted operating margin* improved
by 100bps YoY
Balance sheet
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strength:
FCF was $243M
- Cashflow from operations was
$255M
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