CIEN

Everything Filings Intel has said about CIEN across all issues.

• 8-K · 2026-06-11 Issue 12 · bullish
  Raised $2.875bn via zero-coupon convertible notes; repaid $1.14bn of term-loan debt, bought back $140m of stock, and earmarked residual proceeds for 'investments to enhance supply-chain capacity.' Optical riding the AI-bandwidth build, terming out and adding capacity.

• The buildout went off-balance-sheet — a $29bn vendor backstop, a $17.5bn delayed-draw, and the credit story turning structural Issue 12
  Alongside: AVGOAMZNAPO
• The physical layer cashes in — Vertiv buys ThermoKey, Ciena converts $2.875bn, the optical complex bifurcates Issue 12
  Alongside: VRTLITECOHR
• Beat-and-fall is now the regime — Ciena +40% and −9%, Palo Alto's FCF held and −5.6% Issue 11
  Alongside: PANWZSCOHRLITE
• Lone Pine just did the Aschenbrenner trade at $2B Issue 5
  Alongside: TERGLWMTZAGXWULFHUTANETAMZNMSFT