The analysis highlights Ciena's accelerating business, with FY2025 revenue growing approximately 18.8% year over year to nearly $4.8 billion and net income reaching roughly $123.3 million. Ciena's record backlog and rising demand from AI data center customers make it a stronger bet for long-term investors. In contrast, Adobe, a dominant player in creative software, reported FY2025 revenue of nearly $23.8 billion, up 10.5%, with net income of roughly $7.1 billion, but faces intense competition and regulatory risks.