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v3.22.2.2

REVENUE (Tables) | 9 Months Ended
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Jul. 30, 2022
Revenue from Contract with Customer [Abstract] |
Schedule of Disaggregation of Revenue | The tables below set forth Ciena’s disaggregated revenue for the respective periods (in thousands):
| Quarter Ended July 30, 2022
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Converged Packet Optical | $ | 563,837 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 563,837 |
Routing and Switching | 100,741 |  |  | — |  |  | — |  |  | — |  |  | 100,741 |
Platform Software and Services | — |  |  | 63,483 |  |  | — |  |  | — |  |  | 63,483 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 17,342 |  |  | — |  |  | 17,342 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 72,760 |  |  | 72,760 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 38,704 |  |  | 38,704 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 11,114 |  |  | 11,114 |
Total revenue by product line | $ | 664,578 |  |  | $ | 63,483 |  |  | $ | 17,342 |  |  | $ | 122,578 |  |  | $ | 867,981 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 664,578 |  |  | $ | 15,230 |  |  | $ | 4,632 |  |  | $ | 9,408 |  |  | $ | 693,848 |
Services transferred over time | — |  |  | 48,253 |  |  | 12,710 |  |  | 113,170 |  |  | 174,133 |
Total revenue by timing of revenue recognition | $ | 664,578 |  |  | $ | 63,483 |  |  | $ | 17,342 |  |  | $ | 122,578 |  |  | $ | 867,981 |
| Quarter Ended July 31, 2021
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Converged Packet Optical | $ | 712,906 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 712,906 |
Routing and Switching | 69,698 |  |  | — |  |  | — |  |  | — |  |  | 69,698 |
Platform Software and Services | — |  |  | 56,945 |  |  | — |  |  | — |  |  | 56,945 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 16,607 |  |  | — |  |  | 16,607 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 74,006 |  |  | 74,006 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 46,653 |  |  | 46,653 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 11,326 |  |  | 11,326 |
Total revenue by product line | $ | 782,604 |  |  | $ | 56,945 |  |  | $ | 16,607 |  |  | $ | 131,985 |  |  | $ | 988,141 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 782,604 |  |  | $ | 17,928 |  |  | $ | 4,558 |  |  | $ | 6,508 |  |  | $ | 811,598 |
Services transferred over time | — |  |  | 39,017 |  |  | 12,049 |  |  | 125,477 |  |  | 176,543 |
Total revenue by timing of revenue recognition | $ | 782,604 |  |  | $ | 56,945 |  |  | $ | 16,607 |  |  | $ | 131,985 |  |  | $ | 988,141 |
| Nine Months Ended July 30, 2022
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Converged Packet Optical | $ | 1,730,066 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,730,066 |
Routing and Switching | 295,638 |  |  | — |  |  | — |  |  | — |  |  | 295,638 |
Platform Software and Services | — |  |  | 205,557 |  |  | — |  |  | — |  |  | 205,557 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 55,334 |  |  | — |  |  | 55,334 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 219,270 |  |  | 219,270 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 120,504 |  |  | 120,504 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 35,282 |  |  | 35,282 |
Total revenue by product line | $ | 2,025,704 |  |  | $ | 205,557 |  |  | $ | 55,334 |  |  | $ | 375,056 |  |  | $ | 2,661,651 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 2,025,704 |  |  | $ | 66,655 |  |  | $ | 17,442 |  |  | $ | 31,368 |  |  | $ | 2,141,169 |
Services transferred over time | — |  |  | 138,902 |  |  | 37,892 |  |  | 343,688 |  |  | 520,482 |
Total revenue by timing of revenue recognition | $ | 2,025,704 |  |  | $ | 205,557 |  |  | $ | 55,334 |  |  | $ | 375,056 |  |  | $ | 2,661,651 |
| Nine Months Ended July 31, 2021
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Converged Packet Optical | $ | 1,798,888 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,798,888 |
Routing and Switching | 197,632 |  |  | — |  |  | — |  |  | — |  |  | 197,632 |
Platform Software and Services | — |  |  | 163,472 |  |  | — |  |  | — |  |  | 163,472 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 57,499 |  |  | — |  |  | 57,499 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 212,054 |  |  | 212,054 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 124,263 |  |  | 124,263 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 25,390 |  |  | 25,390 |
Total revenue by product line | $ | 1,996,520 |  |  | $ | 163,472 |  |  | $ | 57,499 |  |  | $ | 361,707 |  |  | $ | 2,579,198 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 1,996,520 |  |  | $ | 54,756 |  |  | $ | 20,497 |  |  | $ | 9,776 |  |  | $ | 2,081,549 |
Services transferred over time | — |  |  | 108,716 |  |  | 37,002 |  |  | 351,931 |  |  | 497,649 |
Total revenue by timing of revenue recognition | $ | 1,996,520 |  |  | $ | 163,472 |  |  | $ | 57,499 |  |  | $ | 361,707 |  |  | $ | 2,579,198 |
For the periods below, Ciena’s geographic distribution of revenue was as follows (in thousands):
|  | Quarter Ended |  | Nine Months Ended
|  | July 30 |  | July 31 |  | July 30 |  | July 31
|  | 2022 |  | 2021 |  | 2022 |  | 2021
Geographic distribution: |  |  |  |  |  |  |  |
Americas |  | $ | 617,366 |  |  | $ | 692,853 |  |  | $ | 1,913,350 |  |  | $ | 1,776,939 |
EMEA |  | 124,185 |  |  | 189,180 |  |  | 420,075 |  |  | 499,652 |
APAC |  | 126,430 |  |  | 106,108 |  |  | 328,226 |  |  | 302,607 |
Total revenue by geographic distribution |  | $ | 867,981 |  |  | $ | 988,141 |  |  | $ | 2,661,651 |  |  | $ | 2,579,198 |
For the periods below, customers accounting for at least 10% of Ciena’s revenue were as follows (in thousands):
| Quarter Ended |  | Nine Months Ended
| July 30 |  | July 31 |  | July 30 |  | July 31
| 2022 |  | 2021 |  | 2022 |  | 2021
Verizon | $ | 108,495 |  |  | $ | 131,892 |  |  | $ | 273,158 |  |  | n/a
AT&T | 100,293 |  |  | 119,199 |  |  | 314,358 |  |  | 313,140 |
Web-scale provider | n/a |  | 119,728 |  |  | n/a |  | n/a
Total | $ | 208,788 |  |  | $ | 370,819 |  |  | $ | 587,516 |  |  | $ | 313,140 |
_____________________________ n/a Denotes revenue representing less than 10% of total revenue for the periods presented
Schedule of Contract Balances | The following table provides information about receivables, contract assets and contract liabilities (deferred revenue) from contracts with customers (in thousands):
|  | Balance at July 30, 2022 |  | Balance at October 30, 2021
Accounts receivable, net |  | $ | 802,484 |  |  | $ | 884,958 |
Contract assets for unbilled accounts receivable, net |  | $ | 157,448 |  |  | $ | 101,355 |
Deferred revenue |  | $ | 209,653 |  |  | $ | 175,464 |
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
| July 30, 2022 |  | October 30, 2021
Products | $ | 27,432 |  |  | $ | 12,859 |
Services | 182,221 |  |  | 162,605 |
Total deferred revenue | 209,653 |  |  | 175,464 |
Less current portion | (147,808) |  |  | (118,007) |
Long-term deferred revenue | $ | 61,845 |  |  | $ | 57,457 |

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