Matrix Networks Activates Ciena GeoMesh Extreme Solution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2026
0mins
Matrix Networks and PT NAP Info Lintas Nusa announced the activation of Ciena's GeoMesh Extreme solution, powered by WaveLogic 6 Extreme coherent optical technology, across the Batam-Jakarta segment of the Matrix Cable System. The deployment establishes Matrix NAP Info as one of the first operators in the region to commercially activate the latest generation of Ciena's coherent optical technology on a live submarine cable system, delivering 1 Tb/s per wavelength channel across the 1,055 km link.
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Analyst Views on CIEN
Wall Street analysts forecast CIEN stock price to fall
14 Analyst Rating
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 570.180
Low
190.00
Averages
253.50
High
305.00
Current: 570.180
Low
190.00
Averages
253.50
High
305.00
About CIEN
Ciena Corporation is a network system, software, and services company which provides hardware, software, and services to a range of network operators and enables enhanced network capacity, service delivery, and automation. Its segments include Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. Networking Platforms segment consists of Optical Networking and Routing and Switching portfolios. Platform Software and Services which provides domain control management, analytics, data and planning tools and applications to assist customers in managing their networks. Blue Planet Automation Software and Services includes inventory management (BPI), multi-domain service orchestration, multi-cloud orchestration, route optimization and analysis (ROA), and unified assurance and analytics (UAA). Global Services segment offers a suite of value-added services that help its customers to build, operate and improve their networks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Demand Response: Ciena's regional director highlighted that Indonesia, as a key connectivity hub in Southeast Asia, is experiencing exponential growth in demand for high-capacity, low-latency connectivity in the AI era, and this upgrade will enable Biznet to better meet this demand and support long-term growth.
- Enhanced International Connectivity: The upgrade not only increases capacity on BNCS-1 but also improves the international gateway capacity of the Batam-Singapore link, ensuring customers can access global services faster and providing more stable and reliable connections.
See More
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- Technological Leadership: Ciena's 1.6 Tbps product delivers double the transmission capacity at the same power consumption, significantly reducing energy costs for data transmission, which is crucial for energy-constrained hyperscalers, thereby enhancing its competitive edge.
- Valuation Considerations: Despite Ciena's stock price surge due to strong revenue and earnings growth, its enterprise value stands at approximately $77 billion with a 58x EBITDA multiple, prompting investors to carefully consider profit-taking at this elevated valuation.
See More
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- Sustained R&D Investment: Ciena allocates 20% to 25% of its revenue to R&D, allowing it to maintain a technological edge in long-haul data networking equipment, particularly in optical networking innovations, ensuring competitive advantages.
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