Ciena Corporation Earnings Presentation
Considerations in our outlook
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Revenue Assumptions
Economic conditions remain strong
Industry growth rates return to historical
levels of low to mid single digits
Customers prioritize new architecture
deployments, which enable us increasingly
to monetize our wins
We continue to manage supply chain
issues well and there is some improvement
in supply lead times
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Profitability Assumptions
Supply chain constraints and inflationary
pressures impacting gross margin
As conditions improve and revenue reflects
a more typical mix of existing and new
business, gross margin moderates
Strategic investments in our people and
portfolio, and operating expense returns to
pre-pandemic levels
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Business Assumptions
Because of our distinct competitive
advantages, we expect to benefit from
strong demand dynamics in our industry
Despite unprecedented supply chain.
challenges, we continue to drive
profitability and have capacity for continued
innovation investment
Longer-term fundamental demand drivers
- including increasing network traffic,
demand for bandwidth and adoption of
cloud architectures - remain strong
• COVID-19 headwinds do not worsen
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