XML 41 R29.htm IDEA: XBRL DOCUMENT v3.25.0.1
REVENUE (Tables)
3 Months Ended
Feb. 01, 2025
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 February 1, 2025
SegmentTotal
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal Services
Product lines:
Optical Networking$727,973 $— $— $— $727,973 
Routing and Switching93,169 — — — 93,169 
Platform Software and Services
— 95,067 — — 95,067 
Blue Planet Automation Software and Services
— — 26,032 — 26,032 
Maintenance Support and Training
— — — 74,573 74,573 
Installation and Deployment
— — — 47,682 47,682 
Consulting and Network Design
— — — 7,764 7,764 
Total revenue by product line
$821,142 $95,067 $26,032 $130,019 $1,072,260 
Timing of revenue recognition:
Products and services at a point in time
$821,142 $28,931 $10,427 $6,133 $866,633 
Services transferred over time— 66,136 15,605 123,886 205,627 
Total revenue by timing of revenue recognition
$821,142 $95,067 $26,032 $130,019 $1,072,260 
Quarter Ended January 27, 2024
SegmentTotal
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal Services
Product lines:
Optical Networking$695,849 $— $— $— $695,849 
Routing and Switching111,387 — — — 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 
For the periods below, Ciena’s geographic distribution of revenue was as follows (in thousands):
Quarter Ended
February 1,January 27,
20252024
Geographic distribution:
Americas
$795,632 $718,198 
EMEA
157,916 207,413 
APAC
118,712 112,098 
Total revenue by geographic distribution
$1,072,260 $1,037,709 
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 February 1, 2025Balance at November 2, 2024
Accounts receivable, net$938,703 $908,597 
Contract assets for unbilled accounts receivable, net$138,718 $127,919 
Deferred revenue$257,277 $237,619 
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
February 1,
2025
November 2,
2024
Products$26,413 $19,017 
Services230,864 218,602 
 Total deferred revenue257,277 237,619 
Less current portion(174,151)(156,379)
Long-term deferred revenue$83,126 $81,240