AI Networking — Timeline
60 milestones, source-traced.
Jun 4, 2025
Earnings: Semtech reported Q1 FY2026 net sales of approximately $251.1 million, up ~22% year over…
Semtech reported Q1 FY2026 net sales of approximately $251.1 million, up ~22% year over year, with record data center net sales of roughly $50 million driven by the ramp of CopperEdge active copper cable products used for short-reach AI scale-up connectivity inside GPU racks.
ai_synthesis_sdk
Jun 10, 2025
Partnership: At Cisco Live 2025, Cisco expanded its NVIDIA collaboration with the Cisco Secure AI…
At Cisco Live 2025, Cisco expanded its NVIDIA collaboration with the Cisco Secure AI Factory with NVIDIA, alongside new Nexus and N9300 Smart Switches built on Silicon One for AI scale-out fabrics. The architecture targets unified scale-out Ethernet fabric for GPU clusters with integrated DPU-based security.
ai_synthesis_sdk
Jun 11, 2025
Partnership: The Ultra Ethernet Consortium, in which Arista is a steering member, released its UEC…
The Ultra Ethernet Consortium, in which Arista is a steering member, released its UEC 1.0 specification on June 11, 2025, defining an Ethernet transport for AI/HPC scale-out fabrics designed to scale to roughly 1 million endpoints.
ai_synthesis_sdk
Jul 2, 2025
Acquisition: Hewlett Packard Enterprise (HPE) completed its acquisition of Juniper Networks on July 2, 2025,…
Hewlett Packard Enterprise (HPE) completed its acquisition of Juniper Networks on July 2, 2025, making Juniper a subsidiary of HPE.
funding-research →Jul 23, 2025
Earnings: Celestica reported Q2 2025 revenue of approximately $2.89 billion and adjusted EPS of $1.39,…
Celestica reported Q2 2025 revenue of approximately $2.89 billion and adjusted EPS of $1.39, and raised full-year 2025 revenue guidance to about $11.55 billion, citing strong hyperscaler demand for its 800G Ethernet scale-out switching and AI/ML compute platforms in the CCS segment.
ai_synthesis_sdk
Aug 5, 2025
Earnings: Arista reported Q2 FY2025 revenue of approximately $2.2 billion, up roughly 30% year-over-year, and…
Arista reported Q2 FY2025 revenue of approximately $2.2 billion, up roughly 30% year-over-year, and raised its full-year 2025 revenue growth outlook citing strong AI and cloud Ethernet scale-out fabric demand.
ai_synthesis_sdk
Aug 13, 2025
Earnings: Cisco closed FY2025 with Q4 revenue of roughly $14.67B (+8% YoY) and full-year revenue…
Cisco closed FY2025 with Q4 revenue of roughly $14.67B (+8% YoY) and full-year revenue of about $56.7B. AI infrastructure orders from webscale customers exceeded $800M in Q4 and totaled roughly $2B for fiscal 2025, about double the original $1B target.
ai_synthesis_sdk
Sep 1, 2025
Partnership: Cisco participated as the largest strategic investor in Groq's $750M equity round in September…
Cisco participated as the largest strategic investor in Groq's $750M equity round in September 2025.
funding-research →Sep 2, 2025
Earnings: Credo reported record fiscal Q1 2026 revenue of approximately $222.8 million, up roughly 274%…
Credo reported record fiscal Q1 2026 revenue of approximately $222.8 million, up roughly 274% year over year, as AEC shipments for AI compute clusters continued to ramp across multiple hyperscale customers.
ai_synthesis_sdk
Sep 2, 2025
Customer Win: On its Q1 FY2026 earnings call Credo highlighted customer diversification, noting a second major…
On its Q1 FY2026 earnings call Credo highlighted customer diversification, noting a second major hyperscaler had become a greater-than-10% revenue customer and that AEC programs were now in production across multiple hyperscale AI networking deployments.
ai_synthesis_sdk
Sep 3, 2025
Earnings: In its Q2 FY2026 results, Semtech reported another record quarter for data center net…
In its Q2 FY2026 results, Semtech reported another record quarter for data center net sales, which grew more than 100% year over year, with management attributing the inflection to CopperEdge active copper cable adoption in AI scale-up clusters and continued FiberEdge optical demand for scale-out networking.
ai_synthesis_sdk
Sep 3, 2025
Other: Semtech disclosed in 2025 that its CopperEdge active copper cable platform had moved into…
Semtech disclosed in 2025 that its CopperEdge active copper cable platform had moved into volume production for AI scale-up interconnect, making data center one of its fastest-growing end markets with net sales growing roughly 100%+ year over year on CopperEdge plus FiberEdge optical demand.
ai_synthesis_sdk
Oct 8, 2025
Product Launch: Cisco launched the 8223 fixed router powered by the new Silicon One P200 chip,…
Cisco launched the 8223 fixed router powered by the new Silicon One P200 chip, delivering 51.2 Tbps in a single system with 64 x 800G ports for scale-across AI data center interconnect. The deep-buffer design is aimed at linking distributed GPU clusters across multiple AI data centers.
ai_synthesis_sdk
Oct 13, 2025
Partnership: At the OCP Global Summit in October 2025, the Ethernet for Scale-Up Networking (ESUN)…
At the OCP Global Summit in October 2025, the Ethernet for Scale-Up Networking (ESUN) workstream launched with Arista among 9+ participating companies, extending Ethernet into the scale-up domain to compete with NVLink/UALink interconnects.
ai_synthesis_sdk
Oct 13, 2025
Product Launch: At the 2025 OCP Global Summit, Celestica showcased its next-generation 1.6T Ethernet switching portfolio…
At the 2025 OCP Global Summit, Celestica showcased its next-generation 1.6T Ethernet switching portfolio (102.4 Tbps class) and liquid-cooled AI server platforms targeted at hyperscale scale-out networking fabrics for AI/ML clusters.
ai_synthesis_sdk
Oct 27, 2025
Earnings: Celestica reported Q3 2025 revenue of roughly $3.19 billion, again raised FY2025 revenue guidance…
Celestica reported Q3 2025 revenue of roughly $3.19 billion, again raised FY2025 revenue guidance (to ~$12.2 billion), and introduced a 2026 revenue outlook of about $16 billion driven by surging hyperscaler demand for its high-speed Ethernet switching and AI hardware platforms.
ai_synthesis_sdk
Nov 4, 2025
Earnings: Arista reported Q3 FY2025 revenue of approximately $2.3 billion, up about 27% year-over-year, and…
Arista reported Q3 FY2025 revenue of approximately $2.3 billion, up about 27% year-over-year, and raised its full-year 2025 outlook while issuing 2026 growth guidance underpinned by accelerating AI back-end (scale-out) networking demand.
ai_synthesis_sdk
Nov 12, 2025
Earnings: Cisco reported Q1 FY2026 revenue of about $14.9B, up 8% year over year, with…
Cisco reported Q1 FY2026 revenue of about $14.9B, up 8% year over year, with non-GAAP EPS near $1.00. AI infrastructure orders from webscale customers exceeded $1.3B in the single quarter, prompting Cisco to raise its full-year guidance.
ai_synthesis_sdk
Nov 13, 2025
Customer Win: Cisco disclosed $1B+ in AI infrastructure orders from hyperscalers on Q1 FY25 earnings, citing…
Cisco disclosed $1B+ in AI infrastructure orders from hyperscalers on Q1 FY25 earnings, citing Silicon One ASIC and 51.2T Ethernet platform wins.
customer_wins_seed →Nov 24, 2025
Partnership: Cisco joined NetFoundry's Series A round as a strategic investor on November 24, 2025,…
Cisco joined NetFoundry's Series A round as a strategic investor on November 24, 2025, with the total round exceeding $15M and led by SYN Ventures.
funding-research →Dec 1, 2025
Earnings: Credo reported record fiscal Q2 2026 revenue of approximately $280 million, continuing triple-digit year-over-year…
Credo reported record fiscal Q2 2026 revenue of approximately $280 million, continuing triple-digit year-over-year growth as AEC and optical DSP demand for AI networking accelerated; the company again raised its full-year outlook.
ai_synthesis_sdk
Dec 1, 2025
Product Launch: Around its Q2 FY2026 reporting Credo detailed its 1.6 Tbps (200G-per-lane) AEC and optical…
Around its Q2 FY2026 reporting Credo detailed its 1.6 Tbps (200G-per-lane) AEC and optical DSP product line entering production ramp, positioning power-efficient copper AECs for next-generation AI rack scale-up and scale-out Ethernet fabric connectivity.
ai_synthesis_sdk
Dec 10, 2025
Earnings: Semtech reported Q3 FY2026 results with data center net sales reaching a new quarterly…
Semtech reported Q3 FY2026 results with data center net sales reaching a new quarterly record on continued double-digit sequential growth, led by CopperEdge active copper cable shipments into AI scale-up rack designs, and the company raised its near-term data center revenue outlook.
ai_synthesis_sdk
Jan 28, 2026
Earnings: Celestica closed fiscal 2025 with full-year revenue of approximately $12.2 billion (up from $9.65…
Celestica closed fiscal 2025 with full-year revenue of approximately $12.2 billion (up from $9.65 billion in 2024) and reaffirmed a 2026 revenue outlook near $16 billion, with growth led by its AI networking switch and platform business serving hyperscale scale-out fabrics.
ai_synthesis_sdk
Jan 29, 2026
Partnership: Celestica announced a collaboration with AMD on the 'Helios' Rack-Scale AI Platform.
funding-research →Jan 30, 2026
Customer Win: Arista Networks confirmed Meta as a top-4 cloud titan customer for AI Ethernet switching…
Arista Networks confirmed Meta as a top-4 cloud titan customer for AI Ethernet switching fabric (51.2T-class platforms) in Q4 2025 earnings; powering Llama-series training cluster networking.
customer_wins_seed →Feb 5, 2026
Customer Win: NVIDIA Mellanox InfiniBand and Spectrum-X fabric deployed at scale in Microsoft Azure AI clusters…
NVIDIA Mellanox InfiniBand and Spectrum-X fabric deployed at scale in Microsoft Azure AI clusters for OpenAI training infrastructure (>100K H100 cluster topology).
customer_wins_seed →Feb 17, 2026
Capacity Expansion: The estimated capital expenditures related to this project is expected to be approximately $…
The estimated capital expenditures related to this project is expected to be approximately $ 170.0 million to $ 195.0 million through December 31, 2026 at which time construction is expected to be completed.
sec_edgar_capex →Feb 25, 2026
Customer Win: Credo Technology disclosed AWS as anchor customer for HiWire Active Electrical Cables (AEC) deployed…
Credo Technology disclosed AWS as anchor customer for HiWire Active Electrical Cables (AEC) deployed in Trainium cluster racks; multi-quarter revenue ramp tied to AWS AI capex.
customer_wins_seed →Mar 1, 2026
Customer Win: Celestica was awarded a hyperscaler program to design and manufacture a CPO Ethernet switch…
Celestica was awarded a hyperscaler program to design and manufacture a CPO Ethernet switch utilizing 1.6 Terabit silicon, with production ramp expected in 2027.
funding-research →Mar 5, 2026
Capacity Expansion: Consistent with our capital allocation priorities, during the first quarter of fiscal 2026, we…
Consistent with our capital allocation priorities, during the first quarter of fiscal 2026, we invested $73.9 million in capital purchases, primarily for supply chain equipment and research and development
sec_edgar_capex →Mar 12, 2026
Customer Win: Astera Labs serves all 4 top US hyperscalers with PCIe retimer connectivity silicon (disclosed…
Astera Labs serves all 4 top US hyperscalers with PCIe retimer connectivity silicon (disclosed in S-1 and continued quarterly earnings); product growth tied directly to AI server PCIe-lane scaling.
customer_wins_seed →Mar 16, 2026
Partnership: Celestica announced a collaboration with AMD to advance the 'Helios' Rack-Scale AI Platform.
funding-research →Apr 13, 2026
News Mention: Credo Technology (CRDO) filed SEC Form 8-K on 2026-04-13 (period 2026-04-13); items 3.02,7.01,9.01.
sec_edgar →Apr 27, 2026
Funding: Celestica amended its senior secured credit agreement to $2.5 billion, increasing the revolver from…
Celestica amended its senior secured credit agreement to $2.5 billion, increasing the revolver from $750M to $1.75 billion and adding a new $250M Term A loan, with maturity extended to April 2031.
funding-research →Apr 27, 2026
Funding: Celestica amended and upsized its credit facility to $2.5 billion, with the revolving credit…
Celestica amended and upsized its credit facility to $2.5 billion, with the revolving credit portion increased to $1.75 billion.
funding-research →Apr 29, 2026
Product Launch: Celestica announced its DS6000-Series 1.6TbE switches are available to order, supporting AI-scale networking with…
Celestica announced its DS6000-Series 1.6TbE switches are available to order, supporting AI-scale networking with co-packaged optics.
funding-research →Apr 29, 2026
Product Launch: Celestica made its DS6000-Series 1.6TbE Ethernet Switches available to order.
funding-research →May 5, 2026
News Mention: Arista Networks (ANET) filed SEC Form 8-K on 2026-05-05 (period 2026-05-05); items 2.02,9.01.
sec_edgar →May 5, 2026
News Mention: Astera Labs (ALAB) filed SEC Form 8-K on 2026-05-05 (period 2026-05-05); items 2.02,9.01.
sec_edgar →May 6, 2026
Earnings: Arista Networks (ANET) filed SEC Form 10-Q on 2026-05-06 (period 2026-03-31).
sec_edgar →May 6, 2026
Earnings: Astera Labs (ALAB) filed SEC Form 10-Q on 2026-05-06 (period 2026-03-31).
sec_edgar →Jun 1, 2026
News Mention: Credo Technology (CRDO) filed SEC Form 8-K on 2026-06-01 (period 2026-05-28); items 2.02,5.02,9.01.
sec_edgar →Jun 2, 2026
Leadership Change: Lewis Chew was elected as a Class III director to serve until the 2029…
Lewis Chew was elected as a Class III director to serve until the 2029 annual meeting of stockholders.
sec_edgar →Jun 2, 2026
Leadership Change: Greg Lavender was elected as a Class III director to serve until the 2029…
Greg Lavender was elected as a Class III director to serve until the 2029 annual meeting of stockholders.
sec_edgar →Jun 2, 2026
Leadership Change: Mark B. Templeton was elected as a Class III director to serve until the…
Mark B. Templeton was elected as a Class III director to serve until the 2029 annual meeting of stockholders.
sec_edgar →Jun 2, 2026
News Mention: Arista Networks (ANET) filed SEC Form 8-K on 2026-06-02 (period 2026-05-29); items 5.07.
sec_edgar →Jun 4, 2026
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PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36250 Ciena Corp oration (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 7035 Ridge Road , Hanover , MD (Address of principal executive offices) 23-2725311 (I.R.S. Employer Identification No.) 21076 (Zip Code) ( 410 ) 694-5700 (Registrant s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 per share CIEN New York Stock Exchange Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of large accelerated filer, accelerated filer, smaller reporting company, and emerging growth company in Rule 12b-2 of the Exchange Act. Large accelerated filer Accelerated filer Non-accelerated filer Smaller reporting company Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes No Indicate the number of shares outstanding of each of the issuer s classes of common stock, as of the latest practicable date: Class Outstanding as of May 29, 2026 Common Stock, par value $0.01 per share 141,552,922 CIENA CORPORATION INDEX FORM 10-Q PAGE NUMBER PART I FINANCIAL INFORMATION Item 1. Financial Statements (unaudited) 3 Condensed Consolidated Statements of Operations for the Quarters and Six Months Ended May 2, 2026 and May 3, 2025 3 Condensed Consolidated Statements of Comprehensive Income for the Quarters and Six Months Ended May 2, 2026 and
sec_edgar →Jun 4, 2026
Earnings: Ciena Corporation announced its financial results for its fiscal second quarter ended May 2,…
Ciena Corporation announced its financial results for its fiscal second quarter ended May 2, 2026.
sec_edgar →Jun 4, 2026
Capacity Expansion: Consistent with our capital allocation priorities, during the first half of fiscal 2026, we…
Consistent with our capital allocation priorities, during the first half of fiscal 2026, we invested $115 million in capital purchases, primarily for supply chain equipment and research and development, and $344 million to repurchase shares through our share buyback program and for tax withholding purposes associated with employee stock awards.
sec_edgar_capex →Jun 8, 2026
Funding: Ciena Corporation announced its intention to offer $2.0 billion aggregate principal amount of convertible…
Ciena Corporation announced its intention to offer $2.0 billion aggregate principal amount of convertible senior notes due 2031 in a private placement, with an option for initial purchasers to buy an additional $300.0 million.
sec_edgar →Jun 8, 2026
Other: Ciena Corporation intends to use up to $140 million of the net proceeds from…
Ciena Corporation intends to use up to $140 million of the net proceeds from the convertible notes offering to repurchase shares of its common stock.
sec_edgar →Jun 8, 2026
Other: Ciena Corporation intends to use approximately $1.14 billion of the net proceeds from the…
Ciena Corporation intends to use approximately $1.14 billion of the net proceeds from the convertible notes offering to repay its existing senior secured term loan.
sec_edgar →Jun 8, 2026
Capacity Expansion: Ciena Corporation intends to use the remainder of the net proceeds from the convertible…
Ciena Corporation intends to use the remainder of the net proceeds from the convertible notes offering for general corporate purposes, including investments to enhance supply chain capacity.
sec_edgar →Jun 8, 2026
Other: Ciena Corporation expects to amend its Credit Agreement to extend the maturity date of…
Ciena Corporation expects to amend its Credit Agreement to extend the maturity date of its senior secured revolving credit facility from October 24, 2028, to October 24, 2030, and modify interest rate terms and commitment fees.
sec_edgar →Jun 8, 2026
News Mention: Astera Labs (ALAB) filed SEC Form 8-K on 2026-06-08 (period 2026-06-04); items 5.07.
sec_edgar →Jun 11, 2026
Funding: Ciena Corporation closed a private offering of $2.875 billion aggregate principal amount of 0.00%…
Ciena Corporation closed a private offering of $2.875 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031.
sec_edgar →Jun 11, 2026
Other: Ciena Corporation used approximately $140.0 million of the net proceeds to repurchase approximately 0.3…
Ciena Corporation used approximately $140.0 million of the net proceeds to repurchase approximately 0.3 million shares of its common stock.
sec_edgar →Jun 11, 2026
Other: Ciena Corporation used approximately $1.14 billion of the net proceeds to repay amounts outstanding…
Ciena Corporation used approximately $1.14 billion of the net proceeds to repay amounts outstanding under its senior secured term loan.
sec_edgar →Jun 15, 2026
Earnings: Credo Technology (CRDO) filed SEC Form 10-K on 2026-06-15 (period 2026-05-02).
sec_edgar →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 60 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
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