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REVENUE (Tables)

9 Months Ended

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

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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