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REVENUE
 12 Months Ended
Nov. 01, 2025
Revenue from Contract with Customer [Abstract]  
REVENUE REVENUE
Segment and Product Line Disaggregation of Revenue
Ciena’s disaggregated segment and product line revenue as presented below depicts the nature, amount, and timing of revenue and cash flows for similar groupings of Ciena’s various offerings. The sales cycle, contractual obligations, customer requirements, and go-to-market strategies may differ for each of its product categories, resulting in different economic risk profiles for each category. Effective as of the fourth quarter of fiscal 2025, Ciena renamed (i) its “Maintenance Support and Training” product line to “Maintenance, Support, and Learning”, (ii) its “Installation and Deployment” product line to “Implementation”, and (iii) its “Consulting and Network Design” product line to “Advisory and Enablement.” These changes, affecting only the presentation of such information, were made on a prospective basis and do not impact comparability of previous financial results. However, references to the prior reported product lines have been changed herein to the new names described above. Ciena has the following operating segments for reporting purposes: (i) Networking Platforms; (ii) Platform Software and Services; (iii) Blue Planet Automation Software and Services; and (iv) Global Services. See Note 24 below.

The tables below set forth Ciena’s disaggregated revenue for the periods indicated (in thousands):
Year Ended November 1, 2025
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$3,246,239 $— $— $— $3,246,239 
Routing and Switching430,138 — — — 430,138 
Platform Software and Services— 363,830 — — 363,830 
Blue Planet Automation Software and Services— — 115,547 — 115,547 
Maintenance, Support, and Learning— — — 317,247 317,247 
Implementation— — — 246,047 246,047 
Advisory and Enablement— — — 50,459 50,459 
Total revenue by product line$3,676,377 $363,830 $115,547 $613,753 $4,769,507 
Timing of revenue recognition:
Products and services at a point in time$3,676,377 $103,906 $49,401 $48,579 $3,878,263 
Products and services transferred over time— 259,924 66,146 565,174 891,244 
Total revenue by timing of revenue recognition$3,676,377 $363,830 $115,547 $613,753 $4,769,507 
Year Ended November 2, 2024
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$2,642,563 $— $— $— $2,642,563 
Routing and Switching399,492 — — — 399,492 
Platform Software and Services
— 358,062 — — 358,062 
Blue Planet Automation Software and Services
— — 77,619 — 77,619 
Maintenance, Support, and Learning— — — 303,086 303,086 
Implementation— — — 184,358 184,358 
Advisory and Enablement— — — 49,775 49,775 
Total revenue by product line
$3,042,055 $358,062 $77,619 $537,219 $4,014,955 
Timing of revenue recognition:
Products and services at a point in time
$3,042,055 $99,317 $19,267 $44,410 $3,205,049 
Products and services transferred over time
— 258,745 58,352 492,809 809,906 
Total revenue by timing of revenue recognition
$3,042,055 $358,062 $77,619 $537,219 $4,014,955 

Year Ended October 28, 2023
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$2,987,245 $— $— $— $2,987,245 
Routing and Switching506,247 — — — 506,247 
Platform Software and Services
— 303,873 — — 303,873 
Blue Planet Automation Software and Services
— — 69,170 — 69,170 
Maintenance, Support, and Learning— — — 288,334 288,334 
Implementation— — — 180,951 180,951 
Advisory and Enablement— — — 50,729 50,729 
Total revenue by product line
$3,493,492 $303,873 $69,170 $520,014 $4,386,549 
Timing of revenue recognition:
Products and services at a point in time
$3,493,492 $67,013 $21,842 $55,036 $3,637,383 
Products and services transferred over time
— 236,860 47,328 464,978 749,166 
Total revenue by timing of revenue recognition
$3,493,492 $303,873 $69,170 $520,014 $4,386,549 

•Networking Platforms revenue reflects sales of Ciena’s Optical Networking and Routing and Switching product lines.
•Optical Networking - includes the 6500 Packet-Optical Platform, the Waveserver® system, the 6500 Reconfigurable Line System (RLS), coherent pluggable transceivers, and other optical networking products.
•Routing and Switching - includes the 3000 family of service delivery platforms and 5000 family of service aggregation platforms, the 8100 Coherent IP networking platforms, virtualization software, and other routing and switching portfolio products.
Revenue from this segment is included in product revenue on the Consolidated Statements of Operations.

•Platform Software and Services revenue reflects sales of Ciena’s Platform Software and Platform Services.
•Platform Software - includes Ciena’s Navigator Network Control SuiteTM domain controller solution and its applications, and legacy software solutions.
•Platform Services - includes sales of subscription, support, and consulting services related to Ciena’s software platforms, operating system software and enhanced software features embedded in each of the Networking Platforms product lines above.
Revenue from the software portion of this segment is included in product revenue on the Consolidated Statements of Operations. Revenue from services portions of this segment is included in services revenue on the Consolidated Statements of Operations.

•Blue Planet Automation Software and Services revenue reflects sales of Blue Planet Automation Software and Blue Planet Services.
•Blue Planet Automation Software - includes inventory management, orchestration, route optimization and analysis, and unified assurance and analytics software.
•Blue Planet Services - includes sales of subscription, installation, support, consulting and design services related to the Blue Planet Automation Platform.
Revenue from the software portion of this segment is included in product revenue on the Consolidated Statements of Operations. Revenue from the services portions of this segment is included in services revenue on the Consolidated Statements of Operations.

•Global Services revenue reflects sales of a broad range of Ciena’s services for advisory and enablement, implementation, and maintenance, support and learning activities.
Revenue from this segment is included in services revenue on the Consolidated Statements of Operations.

Revenue Recognition
•Revenue from the Networking Platforms segment includes, in addition to the products described above, sales of operating system software and enhanced software features embedded therein, which are each considered distinct performance obligations for which the revenue is generally recognized upfront at a point in time upon transfer of control.
•Revenue from software platforms typically reflects either perpetual or term-based software licenses, and these sales are considered distinct performance obligations where revenue is generally recognized upfront at a point in time upon transfer of control.
•Revenue from software subscription and support is recognized ratably over the period during which the services are performed.
•Revenue from professional services for customization, consulting, and design services relating to Ciena’s software offerings is recognized over time with Ciena applying the input method to determine the amount of revenue to be recognized in a given period.
•Revenue from maintenance and support is recognized ratably over the period during which the services are performed.
•Revenue from implementation services and advisory and enablement services is generally recognized over time with Ciena applying the input method to determine the amount of revenue to be recognized in a given period.
•Revenue from learning services is generally recognized at a point in time upon completion of the service.

Geographic Disaggregation of Revenue

Ciena reports its sales geographically in the following markets: (i) the United States, Canada, the Caribbean and Latin America (“Americas”); (ii) Europe, Middle East and Africa (“EMEA”); and (iii) Asia Pacific, Japan and India (“APAC”). Within each geographic area, Ciena maintains specific teams or personnel that focus on a particular region, country, customer or market vertical. These teams include sales management, account salespersons and sales engineers, as well as services professionals and commercial management personnel. The following table reflects Ciena’s geographic distribution of revenue principally based on the relevant location for Ciena’s delivery of products and performance of services.

For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):
Year Ended
 November 1, 2025November 2, 2024October 28, 2023
Geographic distribution:
Americas$3,606,407 $2,951,915 $3,110,347 
EMEA
731,912 648,870 643,142 
APAC
431,188 414,170 633,060 
Total revenue by geographic distribution
$4,769,507 $4,014,955 $4,386,549 

Ciena’s revenue includes United States revenue of $3.4 billion for fiscal 2025, and $2.8 billion for both fiscal 2024 and fiscal 2023. No other country accounted for 10% or more of total revenue for the periods indicated in the above table.

Ciena’s revenue from a certain cloud provider includes $851.6 million, $532.3 million, and $561.4 million for fiscal 2025, fiscal 2024, and fiscal 2023, respectively. The cloud provider purchased products from the Networking Platforms, Platform Software and Services, and Global Services operating segments for each of the periods presented. Revenue also includes $500.7 million, $475.3 million, and $464.7 million from AT&T for fiscal 2025, fiscal 2024, and fiscal 2023, respectively. AT&T purchased products and services from each of Ciena’s operating segments for each of the periods presented. No other customer accounted for 10% or more of total revenue for the fiscal years presented.

Contract Balances
The following table provides information about receivables, contract assets and contract liabilities (deferred revenue) from contracts with customers as of the dates indicated (in thousands):
Balance at November 1, 2025Balance at November 2, 2024
Accounts receivable, net$975,856 $908,597 
Long-term accounts receivable$28,610 $— 
Deferred revenue$303,786 $237,619 
Contract assets for unbilled accounts receivable, net$157,868 $127,919 

Ciena’s contract assets represent unbilled accounts receivable, net, where transfer of a product or service has occurred but invoicing is conditional upon completion of future performance obligations. These amounts are primarily related to implementation and professional services arrangements where transfer of control has occurred, but Ciena has not yet invoiced the customer. Contract assets are included in prepaid expenses and other on the Consolidated Balance Sheets. See Note 10 below.

Contract liabilities consist of deferred revenue and represent advanced payments against non-cancelable customer orders received prior to revenue recognition. Ciena recognized approximately $153.9 million of revenue in each of fiscal 2025 and 2024, which was included in the deferred revenue balance as at November 1, 2025 and November 2, 2024, respectively. Revenue recognized due to changes in transaction price from performance obligations satisfied or partially satisfied in previous periods was immaterial during fiscal 2025 and 2024.

Capitalized Contract Acquisition Costs

Capitalized contract acquisition costs consist of deferred sales commissions and were $37.4 million and $28.4 million as of November 1, 2025 and November 2, 2024, respectively. These are included in (i) prepaid expenses and other and (ii) other long-term assets. The amortization expense associated with these costs was $36.8 million and $30.5 million during fiscal 2025 and fiscal 2024, respectively, and are included in selling and marketing expense on the Consolidated Statements of Operations.

Remaining Performance Obligations
Remaining Performance Obligations (“RPO”) are comprised of non-cancelable customer purchase orders for products and services that are awaiting transfer of control for revenue recognition under the applicable contract terms. As of November 1, 2025, the aggregate amount of RPO was $2.1 billion. As of November 1, 2025, Ciena expects approximately 83% of the RPO to be recognized as revenue within the next twelve months.