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v3.25.2

REVENUE (Tables) | 9 Months Ended
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Aug. 02, 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 August 2, 2025
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 815,497 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 815,497 |
Routing and Switching | 125,857 |  |  | — |  |  | — |  |  | — |  |  | 125,857 |
Platform Software and Services | — |  |  | 89,961 |  |  | — |  |  | — |  |  | 89,961 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 27,805 |  |  | — |  |  | 27,805 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 80,743 |  |  | 80,743 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 65,878 |  |  | 65,878 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 13,644 |  |  | 13,644 |
Total revenue by product line | $ | 941,354 |  |  | $ | 89,961 |  |  | $ | 27,805 |  |  | $ | 160,265 |  |  | $ | 1,219,385 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 941,354 |  |  | $ | 24,281 |  |  | $ | 11,909 |  |  | $ | 9,806 |  |  | $ | 987,350 |
Services transferred over time | — |  |  | 65,680 |  |  | 15,896 |  |  | 150,459 |  |  | 232,035 |
Total revenue by timing of revenue recognition | $ | 941,354 |  |  | $ | 89,961 |  |  | $ | 27,805 |  |  | $ | 160,265 |  |  | $ | 1,219,385 |
| Quarter Ended July 27, 2024
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 606,845 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 606,845 |
Routing and Switching | 92,692 |  |  | — |  |  | — |  |  | — |  |  | 92,692 |
Platform Software and Services | — |  |  | 83,212 |  |  | — |  |  | — |  |  | 83,212 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 25,791 |  |  | — |  |  | 25,791 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 74,344 |  |  | 74,344 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 46,484 |  |  | 46,484 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 12,940 |  |  | 12,940 |
Total revenue by product line | $ | 699,537 |  |  | $ | 83,212 |  |  | $ | 25,791 |  |  | $ | 133,768 |  |  | $ | 942,308 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 699,537 |  |  | $ | 18,766 |  |  | $ | 11,614 |  |  | $ | 9,833 |  |  | $ | 739,750 |
Services transferred over time | — |  |  | 64,446 |  |  | 14,177 |  |  | 123,935 |  |  | 202,558 |
Total revenue by timing of revenue recognition | $ | 699,537 |  |  | $ | 83,212 |  |  | $ | 25,791 |  |  | $ | 133,768 |  |  | $ | 942,308 |
| Nine Months Ended August 2, 2025
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 2,317,062 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 2,317,062 |
Routing and Switching | 311,749 |  |  | — |  |  | — |  |  | — |  |  | 311,749 |
Platform Software and Services | — |  |  | 270,469 |  |  | — |  |  | — |  |  | 270,469 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 81,787 |  |  | — |  |  | 81,787 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 234,758 |  |  | 234,758 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 171,735 |  |  | 171,735 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 29,963 |  |  | 29,963 |
Total revenue by product line | $ | 2,628,811 |  |  | $ | 270,469 |  |  | $ | 81,787 |  |  | $ | 436,456 |  |  | $ | 3,417,523 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 2,628,811 |  |  | $ | 75,260 |  |  | $ | 32,846 |  |  | $ | 23,783 |  |  | $ | 2,760,700 |
Services transferred over time | — |  |  | 195,209 |  |  | 48,941 |  |  | 412,673 |  |  | 656,823 |
Total revenue by timing of revenue recognition | $ | 2,628,811 |  |  | $ | 270,469 |  |  | $ | 81,787 |  |  | $ | 436,456 |  |  | $ | 3,417,523 |
| Nine Months Ended July 27, 2024
| Networking Platforms |  | Platform Software and Services |  | Blue Planet Automation Software and Services |  | Global Services |  | Total
Product lines: |  |  |  |  |  |  |  |  |
Optical Networking | $ | 1,862,917 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,862,917 |
Routing and Switching | 320,113 |  |  | — |  |  | — |  |  | — |  |  | 320,113 |
Platform Software and Services | — |  |  | 258,402 |  |  | — |  |  | — |  |  | 258,402 |
Blue Planet Automation Software and Services | — |  |  | — |  |  | 54,167 |  |  | — |  |  | 54,167 |
Maintenance Support and Training | — |  |  | — |  |  | — |  |  | 225,869 |  |  | 225,869 |
Installation and Deployment | — |  |  | — |  |  | — |  |  | 132,993 |  |  | 132,993 |
Consulting and Network Design | — |  |  | — |  |  | — |  |  | 36,382 |  |  | 36,382 |
Total revenue by product line | $ | 2,183,030 |  |  | $ | 258,402 |  |  | $ | 54,167 |  |  | $ | 395,244 |  |  | $ | 2,890,843 |
Timing of revenue recognition: |  |  |  |  |  |  |  |  |
Products and services at a point in time | $ | 2,183,030 |  |  | $ | 69,149 |  |  | $ | 15,530 |  |  | $ | 29,904 |  |  | $ | 2,297,613 |
Services transferred over time | — |  |  | 189,253 |  |  | 38,637 |  |  | 365,340 |  |  | 593,230 |
Total revenue by timing of revenue recognition | $ | 2,183,030 |  |  | $ | 258,402 |  |  | $ | 54,167 |  |  | $ | 395,244 |  |  | $ | 2,890,843 |
For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):
|  | Quarter Ended |  | Nine Months Ended
|  | August 2, |  | July 27, |  | August 2, |  | July 27,
|  | 2025 |  | 2024 |  | 2025 |  | 2024
Geographic distribution: |  |  |  |  |  |  |  |
Americas |  | $ | 923,627 |  |  | $ | 718,605 |  |  | $ | 2,553,081 |  |  | $ | 2,099,680 |
EMEA |  | 186,018 |  |  | 135,009 |  |  | 535,519 |  |  | 498,212 |
APAC |  | 109,740 |  |  | 88,694 |  |  | 328,923 |  |  | 292,951 |
Total revenue by geographic distribution |  | $ | 1,219,385 |  |  | $ | 942,308 |  |  | $ | 3,417,523 |  |  | $ | 2,890,843 |
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 August 2, 2025 |  | Balance at November 2, 2024
Accounts receivable, net |  | $ | 1,025,563 |  |  | $ | 908,597 |
Contract assets for unbilled accounts receivable, net |  | $ | 164,326 |  |  | $ | 127,919 |
Deferred revenue |  | $ | 277,266 |  |  | $ | 237,619 |
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
| August 2, 2025 |  | November 2, 2024
Products | $ | 33,476 |  |  | $ | 19,017 |
Services | 243,790 |  |  | 218,602 |
Total deferred revenue | 277,266 |  |  | 237,619 |
Less current portion | (196,209) |  |  | (156,379) |
Long-term deferred revenue | $ | 81,057 |  |  | $ | 81,240 |

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