Ciena says AI-driven optical demand doubled orders since 2024

Ciena said orders for optical systems and interconnects doubled from 2024 to 2025 and will rise at least another 50% in 2026 as AI fuels demand. The company has secured supply to support at least 30% revenue growth in 2027 and expects that pace to extend through 2029, targeting roughly $14 billion in revenue and a minimum $10 billion backlog.

• Ciena orders doubled from 2024 to 2025 and will grow at least 50% in 2026
• Supply secured for at least 30% revenue growth in 2027
• 2029 revenue target around $14 billion with a minimum $10 billion backlog
• Ciena plans $2.5–3 billion in R&D over three years, including data-center optics