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13:30
Mar 05 ◎
Mark Graff CFO, Ciena Corporation CIEN Q1 FY26 call
Backlog has surged by ~$2 billion in one quarter to ~$7 billion, and nearly all new orders are now for fiscal 2027 fulfillment, suggesting supply is the constraint, not demand. — Record backlog indicates strong future revenue visibility. Yet, it also highlights supply chain constraints and potential component vendors exerting pricing power.
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About CMI Analyst Coverage

Buzzberg tracks CMI (Cummins Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Mark Graff.