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v3.25.1

REVENUE (Tables) | 6 Months Ended
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May 03, 2025
Revenue from Contract with Customer [Abstract] |
Schedule of Disaggregation of Revenue | The tables below set forth Ciena’s disaggregated revenue for the periods indicated (in thousands):
| Quarter Ended May 3, 2025
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 773,592 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 773,592 |
Routing and Switching | 92,723 |  |  | — |  |  | — |  |  | — |  |  | 92,723 |
Platform Software and Services | — |  |  | 85,441 |  |  | — |  |  | — |  |  | 85,441 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 27,951 |  |  | — |  |  | 27,951 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 79,442 |  |  | 79,442 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 58,174 |  |  | 58,174 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 8,555 |  |  | 8,555 |
Total revenue by product line | $ | 866,315 |  |  | $ | 85,441 |  |  | $ | 27,951 |  |  | $ | 146,171 |  |  | $ | 1,125,878 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 866,315 |  |  | $ | 22,048 |  |  | $ | 10,511 |  |  | $ | 7,844 |  |  | $ | 906,718 |
Services transferred over time | — |  |  | 63,393 |  |  | 17,440 |  |  | 138,327 |  |  | 219,160 |
Total revenue by timing of revenue recognition | $ | 866,315 |  |  | $ | 85,441 |  |  | $ | 27,951 |  |  | $ | 146,171 |  |  | $ | 1,125,878 |
| Quarter Ended April 27, 2024
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 560,224 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 560,224 |
Routing and Switching | 116,034 |  |  | — |  |  | — |  |  | — |  |  | 116,034 |
Platform Software and Services | — |  |  | 85,445 |  |  | — |  |  | — |  |  | 85,445 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 14,434 |  |  | — |  |  | 14,434 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 77,410 |  |  | 77,410 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 43,785 |  |  | 43,785 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 13,494 |  |  | 13,494 |
Total revenue by product line | $ | 676,258 |  |  | $ | 85,445 |  |  | $ | 14,434 |  |  | $ | 134,689 |  |  | $ | 910,826 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 676,258 |  |  | $ | 22,689 |  |  | $ | 2,848 |  |  | $ | 10,432 |  |  | $ | 712,227 |
Services transferred over time | — |  |  | 62,756 |  |  | 11,586 |  |  | 124,257 |  |  | 198,599 |
Total revenue by timing of revenue recognition | $ | 676,258 |  |  | $ | 85,445 |  |  | $ | 14,434 |  |  | $ | 134,689 |  |  | $ | 910,826 |
| Six Months Ended May 3, 2025
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 1,501,566 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,501,566 |
Routing and Switching | 185,892 |  |  | — |  |  | — |  |  | — |  |  | 185,892 |
Platform Software and Services | — |  |  | 180,508 |  |  | — |  |  | — |  |  | 180,508 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 53,982 |  |  | — |  |  | 53,982 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 154,014 |  |  | 154,014 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 105,857 |  |  | 105,857 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 16,319 |  |  | 16,319 |
Total revenue by product line | $ | 1,687,458 |  |  | $ | 180,508 |  |  | $ | 53,982 |  |  | $ | 276,190 |  |  | $ | 2,198,138 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 1,687,458 |  |  | $ | 50,979 |  |  | $ | 20,937 |  |  | $ | 13,977 |  |  | $ | 1,773,351 |
Services transferred over time | — |  |  | 129,529 |  |  | 33,045 |  |  | 262,213 |  |  | 424,787 |
Total revenue by timing of revenue recognition | $ | 1,687,458 |  |  | $ | 180,508 |  |  | $ | 53,982 |  |  | $ | 276,190 |  |  | $ | 2,198,138 |
| Six Months Ended April 27, 2024
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 1,256,072 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,256,072 |
Routing and Switching | 227,421 |  |  | — |  |  | — |  |  | — |  |  | 227,421 |
Platform Software and Services | — |  |  | 175,190 |  |  | — |  |  | — |  |  | 175,190 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 28,376 |  |  | — |  |  | 28,376 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 151,525 |  |  | 151,525 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 86,509 |  |  | 86,509 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 23,442 |  |  | 23,442 |
Total revenue by product line | $ | 1,483,493 |  |  | $ | 175,190 |  |  | $ | 28,376 |  |  | $ | 261,476 |  |  | $ | 1,948,535 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 1,483,493 |  |  | $ | 50,383 |  |  | $ | 3,916 |  |  | $ | 20,071 |  |  | $ | 1,557,863 |
Services transferred over time | — |  |  | 124,807 |  |  | 24,460 |  |  | 241,405 |  |  | 390,672 |
Total revenue by timing of revenue recognition | $ | 1,483,493 |  |  | $ | 175,190 |  |  | $ | 28,376 |  |  | $ | 261,476 |  |  | $ | 1,948,535 |
For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):
|  | Quarter Ended |  | Six Months Ended
|  | May 3, |  | April 27, |  | May 3, |  | April 27,
|  | 2025 |  | 2024 |  | 2025 |  | 2024
Geographic distribution: |  |  |  |  |  |  |  |
Americas |  | $ | 833,822 |  |  | $ | 662,877 |  |  | $ | 1,629,454 |  |  | $ | 1,381,075 |
EMEA |  | 191,585 |  |  | 155,791 |  |  | 349,501 |  |  | 363,203 |
APAC |  | 100,471 |  |  | 92,158 |  |  | 219,183 |  |  | 204,257 |
Total revenue by geographic distribution |  | $ | 1,125,878 |  |  | $ | 910,826 |  |  | $ | 2,198,138 |  |  | $ | 1,948,535 |
Schedule of 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 May 3, 2025 |  | Balance at November 2, 2024
Accounts receivable, net |  | $ | 929,799 |  |  | $ | 908,597 |
Contract assets for unbilled accounts receivable, net |  | $ | 151,769 |  |  | $ | 127,919 |
Deferred revenue |  | $ | 305,074 |  |  | $ | 237,619 |
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
| May 3, 2025 |  | November 2, 2024
Products | $ | 31,651 |  |  | $ | 19,017 |
Services | 273,423 |  |  | 218,602 |
Total deferred revenue | 305,074 |  |  | 237,619 |
Less current portion | (221,835) |  |  | (156,379) |
Long-term deferred revenue | $ | 83,239 |  |  | $ | 81,240 |

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