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REVENUE (Tables) | 3 Months Ended
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Jan. 27, 2024
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 January 27, 2024
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 695,849 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 695,849 |
Routing and Switching | 111,387 |  |  | — |  |  | — |  |  | — |  |  | 111,387 |
Platform Software and Services | — |  |  | 89,745 |  |  | — |  |  | — |  |  | 89,745 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 13,942 |  |  | — |  |  | 13,942 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 74,115 |  |  | 74,115 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 42,723 |  |  | 42,723 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 9,948 |  |  | 9,948 |
Total revenue by product line | $ | 807,236 |  |  | $ | 89,745 |  |  | $ | 13,942 |  |  | $ | 126,786 |  |  | $ | 1,037,709 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 807,236 |  |  | $ | 27,694 |  |  | $ | 1,069 |  |  | $ | 9,638 |  |  | $ | 845,637 |
Services transferred over time | — |  |  | 62,051 |  |  | 12,873 |  |  | 117,148 |  |  | 192,072 |
Total revenue by timing of revenue recognition | $ | 807,236 |  |  | $ | 89,745 |  |  | $ | 13,942 |  |  | $ | 126,786 |  |  | $ | 1,037,709 |
| Quarter Ended January 28, 2023
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 735,634 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 735,634 |
Routing and Switching | 119,505 |  |  | — |  |  | — |  |  | — |  |  | 119,505 |
Platform Software and Services | — |  |  | 73,445 |  |  | — |  |  | — |  |  | 73,445 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 15,405 |  |  | — |  |  | 15,405 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 67,891 |  |  | 67,891 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 34,575 |  |  | 34,575 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 10,066 |  |  | 10,066 |
Total revenue by product line | $ | 855,139 |  |  | $ | 73,445 |  |  | $ | 15,405 |  |  | $ | 112,532 |  |  | $ | 1,056,521 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 855,139 |  |  | $ | 18,864 |  |  | $ | 3,982 |  |  | $ | 9,255 |  |  | $ | 887,240 |
Services transferred over time | — |  |  | 54,581 |  |  | 11,423 |  |  | 103,277 |  |  | 169,281 |
Total revenue by timing of revenue recognition | $ | 855,139 |  |  | $ | 73,445 |  |  | $ | 15,405 |  |  | $ | 112,532 |  |  | $ | 1,056,521 |
For the periods below, Ciena’s geographic distribution of revenue was as follows (in thousands):
|  | Quarter Ended |  |
|  | January 27, |  | January 28, |  |  |  |
|  | 2024 |  | 2023 |  |  |  |
Geographic distribution: |  |  |  |  |  |  |  |
Americas |  | $ | 718,198 |  |  | $ | 765,096 |  |  |  |  |
EMEA |  | 207,413 |  |  | 152,804 |  |  |  |  |
APAC |  | 112,098 |  |  | 138,621 |  |  |  |  |
Total revenue by geographic distribution |  | $ | 1,037,709 |  |  | $ | 1,056,521 |  |  |  |  |
For the periods below, the only customers that accounted for at least 10% of Ciena’s revenue were as follows (in thousands):
| Quarter Ended |  |
| January 27, |  | January 28, |  |  |  |
| 2024 |  | 2023 |  |  |  |
Cloud provider A | $ | 166,008 |  |  | n/a |  |  |  |
Cloud provider B | 109,098 |  |  | 121,327 |  |  |  |  |
AT&T | n/a |  | 149,981 |  |  |  |  |
Total | $ | 275,106 |  |  | $ | 271,308 |  |  |  |  |
_____________________________________ n/a Denotes revenue representing less than 10% of total revenue for the period
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 January 27, 2024 |  | Balance at October 28, 2023
Accounts receivable, net |  | $ | 865,239 |  |  | $ | 1,003,876 |
Contract assets for unbilled accounts receivable, net |  | $ | 151,572 |  |  | $ | 150,312 |
Deferred revenue |  | $ | 243,270 |  |  | $ | 228,460 |
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
| January 27, 2024 |  | October 28, 2023
Products | $ | 24,415 |  |  | $ | 28,353 |
Services | 218,855 |  |  | 200,107 |
Total deferred revenue | 243,270 |  |  | 228,460 |
Less current portion | (166,714) |  |  | (154,419) |
Long-term deferred revenue | $ | 76,556 |  |  | $ | 74,041 |

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- Definition Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 5 -Publisher FASB -URI https://asc.fasb.org//1943274/2147479806/606-10-50-5 + Details
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