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REVENUE (Tables)

6 Months Ended

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

X

- Definition

Tabular disclosure of receivable, contract asset, and contract liability from contract with customer. Includes, but is not limited to, change in contract asset and contract liability.

+ References

Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef
-Topic 606
-SubTopic 10
-Name Accounting Standards Codification
-Section 50
-Paragraph 10
-Publisher FASB
-URI https://asc.fasb.org/1943274/2147479806/606-10-50-10

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X

- 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

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