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17 Jan 2021

... Mer Telemanagement Solutions vs. Infinera Stock. Ciena Corp. (NYSE: CIEN) -- arguably the packet-optical numero uno, looking strong and currently on one of its occasional growth spurts. So what did Ciena say to cause so much consternation on Wall Street? Ciena is committed to ensuring digital accessibility for people with disabilities. In addition to selling optical transport solutions, it sells converged packet optical hardware, packet networking equipment, services, and software. Infinera on Nov. 6 missed on both third-quarter revenue and December quarter guidance. Learn more. And Ciena (NASDAQ:CIEN, news, filings) chimed in with a win at Ciena (NASDAQ:CIEN, news, filings). Financial analysts have expressed concern regarding Infinera’s integration of its newly acquired Coriant assets. Stock Advisor launched in February of 2002. Together they have raised over 10.1B between their estimated 1.2M employees. As a result, analysts expect Ciena's revenue to rise 7% to $2.79 billion this year, and for its non-GAAP earnings to rise 27% to $1.75 per share. Infinera , one Ciena rival, has been struggling. Why Ciena Stock Just Crashed 23% -- and Took Infinera, Lumentum, and II-VI Down With It Ciena sneezes, and everyone else in networking equipment gets a cold. Its price-to-sales ratio of 1.7 merely matches the industry average for communication equipment makers. And when quizzed by analysts on the earnings call as to why rivals like Infinera, Lumentum, and II-VI have not reported a similar slowdown in sales, Ciena's response was downright ominous: "We have a quarter that's slightly off in terms of most of our peers, competitors and customers," he said, and for this reason the slowdown in sales "might not have been evident to [competitors] at the time they did their earnings." Ciena has 6,383 employees and is ranked 14th among it's top 10 competitors. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Ciena's main competitors include ADTRAN, Aviat Networks, ADVA Optical Networking, Zayo, Juniper Networks and Comtech Telecommunications. Infinera’s Optical Innovation Center is a highly vertically integrated organization that employs a world-class team of scientists and engineers who take innovative solutions from conception to development to production. Market data powered by FactSet and Web Financial Group. When it comes to optical networking products, we have reached the stage in which the same can be said for Ciena, although we believe it has come about despite its top leadership. However, Infinera expects cyclical demand for long haul WDM to gradually rebound, and analysts expect its revenue to rise 15% and for its loss to narrow next year. Ciena (NYSE: CIEN) has unveiled WaveLogic 5, new iterations of its WaveLogic coherent engine ASIC. Given Ciena's higher possible upside, analysts plainly believe Ciena is more favorable than Mer Telemanagement Solutions. Nonetheless, "you will be hearing this from our competitors, peers and even customers, frankly." That's the good news. Ciena is committed to ensuring digital accessibility for people with disabilities. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Smith noted that amid the slowdown in spending, Ciena has "gained share, significant share" over its competition. The problem was with guidance. Ciena had 82 more reviews than Infinera that mentioned "Work life balance" as a Pro. Ciena has a consensus target price of $56.6765, indicating a potential upside of 7.08%. But if I had to buy one, it would definitely be Ciena. Global Optical Transport Network Equipment Market 2017-2021 with Ciena, Cisco, Coriant, Fujitsu, Huawei Technologies, Infinera, Nokia & ZTE Dominating News provided by Research and Markets "Upper management" was the most mentioned Con at Infinera. Cumulative Growth of a $10,000 Investment in Stock Advisor, Why Ciena Stock Just Crashed 23% -- and Took Infinera, Lumentum, and II-VI Down With It @themotleyfool #stocks $IIVI $INFN $CIEN $LITE, Why Investors Need to Look Past Ciena's Near-Term Troubles, CIENA Corp (CIEN) Q4 2020 Earnings Call Transcript, 4 Reasons to Buy Infinera Stock After Its Q3 Earnings Beat, Infinera (INFN) Q3 2020 Earnings Call Transcript, Copyright, Trademark and Patent Information. Ciena has fared better with its diversified exposure to fiber optic components, software suites, and transport solutions for the metro and DCI markets. Stock Advisor launched in February of 2002. Their 6500 platform is being used to bring 100G to more than 50 metro networks around the US as well as in select international cities. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. The CEO commented further that it looks like telecom equipment spending was "somewhat front-end loaded in the calendar year, resulting in lower orders in our third quarter," and implying that total growth in spending on optical equipment this year will be at best in the "low single digits," and at worst, "flat.". While both Infinera and its archrival continue to benefit greatly from the US government protection from Chinese competition, … His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. Compare Ciena to its competitors by revenue, employee growth and other metrics at Craft. Ensure all network links are running efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as 800 Gb/s. "We believe this [slowdown] is very broad," he continued. Both optical transport solution providers were cited as turnaround plays on the "super cycle" in fiber upgrades -- fueled by the surging use of cloud services, streaming media, and other data-intensive tasks -- yet they failed to impress investors. Telcos and other customers are currently investing more heavily in shorter range metro and DCI solutions, and Infinera generates much less revenue from those newer businesses. Infinera also sells metro and DCI (data center interconnect) solutions, which improve connections over shorter distances. Last quarter, 81% of its revenue came from networking platforms, 13% came from services, and the remaining 6% came from software solutions. Ciena and Infinera make system-level optical products. On the bottom line, analysts expect a non-GAAP loss of $0.56 per share this year, compared to a profit of $0.34 in 2016. We are continually improving the user experience for everyone and applying the relevant accessibility standards. Market data powered by FactSet and Web Financial Group. For 2018, analysts see Ciena's revenue and earnings respectively rising 6% and 17% -- so it clearly has steadier growth than Infinera. That's why any bid would need to … As a result, Infinera posted double-digit annual revenue declines for four straight quarters, and analysts expect its revenue to drop 14% to $750 million this year. As of 10:15 a.m. EDT, Ciena stock is down a staggering 24%, and fellow networking equipment industry players Infinera (NASDAQ:INFN), Lumentum Holdings (NASDAQ:LITE), and II-VI Incorporated (NASDAQ:IIVI) are falling in tandem, down 16.3%, 11%, and 9.1%, respectively. Now here's the bad: Guidance at Ciena was exceptionally weak, and that weak guidance is destroying Ciena stock in morning trading. Unprecedented capacity. Infinera mostly provides long-haul wave division multiplexing (WDM) and subsea optical transmission systems. Two possible take-out targets, Ciena and Infinera () are trading down fractionally in pre-market trading, while a third, Juniper Networks is up 13 cents at $24.12. Ciena trades at 23 times earnings, which is much lower than the industry average P/E of 33. These systems allow telcos and other companies to boost the capacity of their long-distance networks without laying down additional fiber. CenturyLink is using Infinera in the longhaul, but Ciena … Density. Drive down cost per bit and reduce energy consumption with Ciena’s high-performance WaveLogic TM coherent technology, built into the Waveserver family. We are continually improving the user experience for everyone and applying the relevant accessibility standards. Its services unit offers deployment, consulting, and maintenance services, while its software helps companies monitor their networks. Infinera Corporation is a Sunnyvale, California-based vertically integrated manufacturer of Wavelength division multiplexing (WDM)-based packet optical transmission equipment and IP transport technologies for the telecommunications service provider market. As already mentioned, the headline numbers were good. Infinera, Extreme, Viavi selloffs yesterday overdone, says B. Riley FBR 09/04/20 Morgan Stanley Ciena price target lowered to $46 from $50 at Morgan Stanley 08/17/20 Fly Intel: Top five analyst upgrades 08/17/20 Stifel Infinera upgraded to Buy from Hold at Stifel Digging into market specifics, Ciena was deemed the top data center interconnection (DCI) vendor by 39 percent of those surveyed. Cumulative Growth of a $10,000 Investment in Stock Advisor, Better Buy: Infinera Corporation vs. Ciena Corporation @themotleyfool #stocks $INFN $CIEN $VZ $ACIA, Why Investors Need to Look Past Ciena's Near-Term Troubles, CIENA Corp (CIEN) Q4 2020 Earnings Call Transcript, 4 Reasons to Buy Infinera Stock After Its Q3 Earnings Beat, Infinera (INFN) Q3 2020 Earnings Call Transcript, Copyright, Trademark and Patent Information. Pro forma earnings eclipsed estimates, and the company's profits as calculated according to generally accepted accounting principles (GAAP) jumped 65% year over year to $0.91. Maximizing the Capacity-Reach of 800G Coherent. Ciena, Cisco, and Infinera are the dominant suppliers for this sector. Infinera currently has a consensus price target of $8.5769, suggesting a potential downside of 6.77%. Within the public-company domain, we view the Optical Systems companies Ciena (ticker: CIEN) (rated at Buy, $29 price target) and Infinera (INFN) … That makes it a smarter play than Infinera, which is weighed down by its lack of profitability, sluggish long haul WDM business, and a lack of competitive advantages against its metro and DCI competitors. Accordingly, Ciena management now forecasts fourth-quarter revenue of only $800 million to $840 million, versus analyst estimates of nearly $1 billion, according to a report by TheFly.com. WaveLogic 5 will support 800-Gbps coherent transmission and come in two versions. "And everyone will be talking about this over the next several quarters.". Infinera doesn't have a P/E ratio since it wasn't profitable over the past year. Infinera vs. Ciena: Who Will Win the Multimillion-Dollar Deal With Level 3 Communications? Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. Infinera (NASDAQ:INFN) and Ciena (NYSE:CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping almost 10%. Ciena's P/S ratio of 1.3 is also below the industry average. Follow him on Twitter for more updates! … Infinera’s optical transport and ROADM solutions are designed and built to ensure maximum efficiency across the network to reduce operating costs and maximize asset utilization. A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. Ciena also benefited from Verizon's 100G metro rollout in the US and a similar deal with Tata Communications in India. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. That's the bad news for Ciena. Ciena also competes against Acacia Communications . But amid all that competition, Ciena's gross margins held up better than Infinera's thanks to its better diversified business, which relies less on cyclical boosts: I personally wouldn't buy either stock today since there are more stable income-generating ways to play infrastructure upgrades via telcos or networking equipment companies. Let's take a closer at the two companies' core businesses, growth trajectories, and headwinds to find out. Cisco, Coriant, and Infinera each garnered 36 … CEO Gary Smith warned investors on the company's post-earnings conference call that Ciena suffered "a meaningful ... broad-based ... slowdown in orders" late in Q3. Its forward P/E of 11 is even lower, indicating that it's cheap relative to its growth potential. Returns as of 01/14/2021. At risk of losing U.S. partnerships, Level 3 Communications may soon strike a multimillion-dollar, three-year optical networking deal with Infinera or Ciena . Both Infinera and Ciena are exposed to rising competition from cheaper players in China, like Huawei and ZTE, and nimbler rivals like Acacia Communications, which provides smaller, denser, and more power-efficient chipsets than many of its competitors. Clark has a $13.50 price target on the stock. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. Given Ciena's stronger consensus rating and higher probable upside, analysts clearly believe Ciena is more favorable than Infinera. Power efficiency. In Asia, Ciena has fared well versus China's Huawei. Now here's where it gets worse for everybody else: Ciena's troubles, it seems, are not limited to Ciena -- in fact, the opposite may be true. Summary Sales grew 2% in Q3 despite the coronavirus, rising to $976.7 million, which was better than the $971.8 million that analysts had predicted. White Paper. Ciena Corporation (NYSE:CIEN) reported its third-quarter earnings this morning and beat analyst estimates handily, earning $1.06 per share (adjusted), versus the Street consensus expectation of $0.83. Infinera's biggest challenge over the past year has been sluggish demand for long-haul WDM solutions. Level 3 to may spurn Huawei and sign a three-year deal with Infinera or Ciena. "Work life balance" was the most mentioned Con at Ciena. Cisco, Ciena and Infinera have carved out a sizable niche in the disaggregated WDM systems market for data center interconnect applications, commanding a combined 85% share. Infinera expects its revenue to rise about 37% this year to $1.3 billion, but it trades at just 0.6 times that figure. Ciena has a more diversified business. The revenue from the system must be nearing its peak – in fact Ciena long ago shut down the entire site originally responsible for the product (they are now at Infinera). Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. Analysts say Ciena has been gaining share versus rival Infinera . Indeed, it seems everyone is already talking about it today -- and selling because of it, too. The top 10 competitors in Ciena's competitive set are Huawei, Nokia, Cisco, Juniper Networks, ZTE, Infinera, ADVA Optical Networking SE, Acacia Communications, Inc., Ntt Electronics. Ciena shares are down 10 cents at $23.64 following the downgrade. Ciena has a consensus price target of $56.6765, suggesting a potential upside of 7.08%. Ciena had 37 more reviews than Infinera that mentioned "Work environment" as a Pro. At the same time, traditional service providers such as Verizon are expanding advanced … Returns as of 01/14/2021. 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