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Its price-to-sales ratio of 1.7 merely matches the industry average for communication equipment makers. 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. Nonetheless, "you will be hearing this from our competitors, peers and even customers, frankly." 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. 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 . 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. Analysts say Ciena has been gaining share versus rival Infinera . "We believe this [slowdown] is very broad," he continued. 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. "Work life balance" was the most mentioned Con at 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. Returns as of 01/14/2021. Returns as of 01/14/2021. A commonly heard phrase over the years has been that nobody gets fired for buying from Cisco Systems. That's the bad news for Ciena. Ciena has 6,383 employees and is ranked 14th among it's top 10 competitors. So what did Ciena say to cause so much consternation on Wall Street? Infinera doesn't have a P/E ratio since it wasn't profitable over the past year. Indeed, it seems everyone is already talking about it today -- and selling because of it, too. Ciena has a consensus target price of $56.6765, indicating a potential upside of 7.08%. 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. That's why any bid would need to … Level 3 to may spurn Huawei and sign a three-year deal with Infinera or 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 But if I had to buy one, it would definitely be Ciena. Follow him on Twitter for more updates! 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. 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. Its forward P/E of 11 is even lower, indicating that it's cheap relative to its growth potential. Compare Ciena to its competitors by revenue, employee growth and other metrics at Craft. However, contrarian investors might be wondering if either stock could rebound later this year. Ciena has a better diversified business, decent top and bottom line growth, and lower valuations. Let's take a closer at the two companies' core businesses, growth trajectories, and headwinds to find out. Market data powered by FactSet and Web Financial Group. "Upper management" was the most mentioned Con at Infinera. 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. Ciena had 37 more reviews than Infinera that mentioned "Work environment" as a Pro. 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.". Drive down cost per bit and reduce energy consumption with Ciena’s high-performance WaveLogic TM coherent technology, built into the Waveserver family. The problem was with guidance. 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. Ciena's main competitors include ADTRAN, Aviat Networks, ADVA Optical Networking, Zayo, Juniper Networks and Comtech Telecommunications. Market data powered by FactSet and Web Financial Group. Infinera mostly provides long-haul wave division multiplexing (WDM) and subsea optical transmission systems. Ciena Corp. (NYSE: CIEN) -- arguably the packet-optical numero uno, looking strong and currently on one of its occasional growth spurts. 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. 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. 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. At the same time, traditional service providers such as Verizon are expanding advanced … Ciena also competes against Acacia Communications . Infinera (NASDAQ: INFN) and Ciena (NYSE: CIEN) were both market laggards this year, with the former staying nearly flat and the latter dropping. His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. Learn more. That's the good news. 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. Infinera currently has a consensus price target of $8.5769, suggesting a potential downside of 6.77%. 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. 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. Ciena trades at 23 times earnings, which is much lower than the industry average P/E of 33. Ciena is committed to ensuring digital accessibility for people with disabilities. Ciena has fared better with its diversified exposure to fiber optic components, software suites, and transport solutions for the metro and DCI markets. White Paper. We are continually improving the user experience for everyone and applying the relevant accessibility standards. Together they have raised over 10.1B between their estimated 1.2M employees. And Ciena (NASDAQ:CIEN, news, filings) chimed in with a win at Ciena (NASDAQ:CIEN, news, filings). While both Infinera and its archrival continue to benefit greatly from the US government protection from Chinese competition, … Maximizing the Capacity-Reach of 800G Coherent. Ciena, Cisco, and Infinera are the dominant suppliers for this sector. Ciena (NYSE: CIEN) has unveiled WaveLogic 5, new iterations of its WaveLogic coherent engine ASIC. Ciena has a consensus price target of $56.6765, suggesting a potential upside of 7.08%. Ensure all network links are running efficiently with highly tunable coherent optics, supporting single wavelength line rates as high as 800 Gb/s. 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." Power efficiency. Infinera vs. Ciena: Who Will Win the Multimillion-Dollar Deal With Level 3 Communications? Clark has a $13.50 price target on the stock. Financial analysts have expressed concern regarding Infinera’s integration of its newly acquired Coriant assets. 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 has a better diversified business, decent top and bottom line growth, and lower valuations. Its services unit offers deployment, consulting, and maintenance services, while its software helps companies monitor their networks. CenturyLink is using Infinera in the longhaul, but Ciena … Infinera expects its revenue to rise about 37% this year to $1.3 billion, but it trades at just 0.6 times that figure. Unprecedented capacity. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. Density. Ciena and Infinera make system-level optical products. Within the public-company domain, we view the Optical Systems companies Ciena (ticker: CIEN) (rated at Buy, $29 price target) and Infinera (INFN) … Ciena also benefited from Verizon's 100G metro rollout in the US and a similar deal with Tata Communications in India. 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. As already mentioned, the headline numbers were good. Smith noted that amid the slowdown in spending, Ciena has "gained share, significant share" over its competition. Stock Advisor launched in February of 2002. Infinera's lack of profitability stands in stark contrast to Ciena, which just posted a great quarter. 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 on Nov. 6 missed on both third-quarter revenue and December quarter guidance. 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. 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. For 2018, analysts see Ciena's revenue and earnings respectively rising 6% and 17% -- so it clearly has steadier growth than Infinera. 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. Stock Advisor launched in February of 2002. "And everyone will be talking about this over the next several quarters.". Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. It is a pioneer in design and manufacture of large-scale photonic integrated circuits (PICs).. WaveLogic 5 will support 800-Gbps coherent transmission and come in two versions. These systems allow telcos and other companies to boost the capacity of their long-distance networks without laying down additional fiber. Infinera forecast earnings in a range of a 5-cent loss to a 2-cent profit vs. estimates of a 6-cent loss. 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. Ciena's P/S ratio of 1.3 is also below the industry average. Infinera's biggest challenge over the past year has been sluggish demand for long-haul WDM solutions. 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 is committed to ensuring digital accessibility for people with disabilities. Given Ciena's stronger consensus rating and higher probable upside, analysts clearly believe Ciena is more favorable than Infinera. 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