v3.24.2.u1
REVENUE (Tables)
 9 Months Ended
Jul. 27, 2024
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 July 27, 2024
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$606,845 $— $— $— $606,845 
Routing and Switching92,692 — — — 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 
Quarter Ended July 29, 2023
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$718,997 $— $— $— $718,997 
Routing and Switching127,563 — — — 127,563 
Platform Software and Services
— 78,880 — — 78,880 
Blue Planet Automation Software and Services
— — 13,167 — 13,167 
Maintenance Support and Training
— — — 72,887 72,887 
Installation and Deployment
— — — 46,840 46,840 
Consulting and Network Design
— — — 9,552 9,552 
Total revenue by product line
$846,560 $78,880 $13,167 $129,279 $1,067,886 
Timing of revenue recognition:
Products and services at a point in time
$846,560 $15,980 $2,832 $11,886 $877,258 
Services transferred over time
— 62,900 10,335 117,393 190,628 
Total revenue by timing of revenue recognition
$846,560 $78,880 $13,167 $129,279 $1,067,886 

Nine Months Ended July 27, 2024
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$1,862,917 $— $— $— $1,862,917 
Routing and Switching320,113 — — — 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 
Nine months ended July 29, 2023
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$2,239,180 $— $— $— $2,239,180 
Routing and Switching377,378 — — — 377,378 
Platform Software and Services
— 221,768 — — 221,768 
Blue Planet Automation Software and Services
— — 49,139 — 49,139 
Maintenance Support and Training
— — — 213,938 213,938 
Installation and Deployment
— — — 120,901 120,901 
Consulting and Network Design
— — — 34,758 34,758 
Total revenue by product line
$2,616,558 $221,768 $49,139 $369,597 $3,257,062 
Timing of revenue recognition:
Products and services at a point in time
$2,616,558 $48,290 $14,143 $36,553 $2,715,544 
Services transferred over time
— 173,478 34,996 333,044 541,518 
Total revenue by timing of revenue recognition
$2,616,558 $221,768 $49,139 $369,597 $3,257,062 
For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):
Quarter EndedNine Months Ended
July 27,July 29,July 27,July 29,
2024202320242023
Geographic distribution:
Americas
$718,605 $749,479 $2,099,680 $2,308,934 
EMEA
135,009 152,834 498,212 479,053 
APAC
88,694 165,573 292,951 469,075 
Total revenue by geographic distribution
$942,308 $1,067,886 $2,890,843 $3,257,062 
For the periods indicated, the only customers that accounted for at least 10% of Ciena’s revenue were as follows (in thousands):
Quarter EndedNine Months Ended
 July 27,July 29,July 27,July 29,
 2024202320242023
Cloud Provider$137,184 $124,897 $331,631 $369,678 
AT&T113,082 n/a324,787 357,382 
Total$250,266 $124,897 $656,418 $727,060 
_____________________________________
n/a    Denotes revenue representing less than 10% of total revenue for the period
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 July 27, 2024Balance at October 28, 2023
Accounts receivable, net$899,877 $1,003,876 
Contract assets for unbilled accounts receivable, net$142,769 $150,312 
Deferred revenue$257,085 $228,460 
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
July 27,
2024		October 28,
2023
Products$20,081 $28,353 
Services237,004 200,107 
 Total deferred revenue257,085 228,460 
Less current portion(179,457)(154,419)
Long-term deferred revenue$77,628 $74,041