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Ciena (NYSE:CIEN) coherent optical solutions are being used by Telekom Srbija Group to upgrade its Europe spanning fiber network.
Trans Pacific Networks is adopting Ciena technology for a new subsea cable system in the Asia Pacific region to support high capacity and low latency traffic.
Both projects focus on expanding regional and international connectivity for cloud, AI, and large scale data traffic.
Ciena focuses on optical networking and coherent transport gear that sits at the core of long haul and subsea networks, so these wins with Telekom Srbija and Trans Pacific Networks speak directly to its core business. For investors watching demand tied to hyperscalers, AI workloads, and cloud services, these deployments illustrate how Ciena equipment is being chosen for bandwidth intensive routes.
With projects spanning Southeast Europe and the Asia Pacific, Ciena is positioned in the middle of two infrastructure builds that are designed for traffic growth and latency sensitive applications. For investors, a key question is how consistently NYSE:CIEN can translate this kind of project activity into a broader role within regional and global network refresh cycles.
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NYSE:CIEN Earnings & Revenue Growth as at Jan 2026
How Ciena stacks up against its biggest competitors
For Ciena, winning both Telekom Srbija’s European fiber upgrade and Trans Pacific Networks’ Echo and Tabua subsea projects reinforces its role in high capacity, AI ready backbones where reliability and latency matter most. These routes sit in the middle of traffic flows between key data center regions, so being designed in alongside peers like Nokia and Infinera helps Ciena stay front of mind when carriers and hyperscalers plan the next wave of long haul and subsea builds.
The client wins line up with the existing narratives that see Ciena as closely tied to hyperscale AI networking and cloud buildouts, with record orders and a focus on optical and interconnect systems. Telekom Srbija and TPN deployments give concrete examples of that story in action, as Ciena equipment sits in the kind of 800 Gb/s and terabit class links that bullish and consensus analysts associate with AI data center clusters and multi year network upgrades.
These projects support the view that Ciena is well placed in long distance, AI capable optical routes that can attract repeat spend from large cloud and carrier customers.
The use of Ciena hardware plus services and local partners, such as IGMAKO in the Balkans, ties into expectations for higher margin software and services playing a larger role over time.
Analysts have flagged customer concentration and valuation as key risks, so wins with a few large buyers do not fully address concerns about dependence on hyperscalers and major carriers.
Industry moves toward open optical networks, including efforts by players like Nokia and Infinera, could limit how much pricing power Ciena can exercise on similar future builds.
From here, it is worth watching whether these Telekom Srbija and TPN deployments lead to follow on routes, software automation deals, or broader frame agreements that show Ciena turning design wins into deeper share with each customer. If you want to see how other investors are framing that longer term story, check community narratives on Ciena’s dedicated page and compare this news against the different bull and bear cases already laid out.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CIEN.
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