REVENUE (Tables)

6 Months Ended

May 02, 2026

Revenue from Contract with Customer [Abstract]

The tables below set forth Ciena’s disaggregated revenue for the periods indicated (in thousands):


	Quarter Ended May 2, 2026
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	1,099,848	$	—	$	—	$	—	$	1,099,848
Routing and Switching	174,230		—		—		—		174,230
Platform Software and Services	—		93,878		—		—		93,878
Blue Planet Automation Software and Services	—		—		23,361		—		23,361
Maintenance, Support, and Learning	—		—		—		89,286		89,286
Implementation	—		—		—		79,702		79,702
Advisory and Enablement	—		—		—		10,434		10,434
Total revenue by product line	$	1,274,078	$	93,878	$	23,361	$	179,422	$	1,570,739

Timing of revenue recognition:
Products and services at a point in time	$	1,274,078	$	29,413	$	8,487	$	21,543	$	1,333,521
Services transferred over time	—		64,465		14,874		157,879		237,218
Total revenue by timing of revenue recognition	$	1,274,078	$	93,878	$	23,361	$	179,422	$	1,570,739


	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 Learning	—		—		—		79,442		79,442
Implementation	—		—		—		58,174		58,174
Advisory and Enablement	—		—		—		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


	Six Months Ended May 2, 2026
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	2,123,010	$	—	$	—	$	—	$	2,123,010
Routing and Switching	300,236		—		—		—		300,236
Platform Software and Services	—		187,262		—		—		187,262
Blue Planet Automation Software and Services	—		—		43,781		—		43,781
Maintenance, Support, and Learning	—		—		—		176,837		176,837
Implementation	—		—		—		147,650		147,650
Advisory and Enablement	—		—		—		19,005		19,005
Total revenue by product line	$	2,423,246	$	187,262	$	43,781	$	343,492	$	2,997,781

Timing of revenue recognition:
Products and services at a point in time	$	2,423,246	$	58,596	$	10,381	$	38,430	$	2,530,653
Services transferred over time	—		128,666		33,400		305,062		467,128
Total revenue by timing of revenue recognition	$	2,423,246	$	187,262	$	43,781	$	343,492	$	2,997,781


	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 Learning	—		—		—		154,014		154,014
Implementation	—		—		—		105,857		105,857
Advisory and Enablement	—		—		—		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

For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):


	Quarter Ended				Six Months Ended
	May 2,		May 3,		May 2,		May 3,
	2026		2025		2026		2025
Geographic distribution:
Americas	$	1,202,214	$	833,822	$	2,320,437	$	1,629,454
EMEA	196,037		191,585		396,625		349,501
APAC	172,488		100,471		280,719		219,183
Total revenue by geographic distribution	$	1,570,739	$	1,125,878	$	2,997,781	$	2,198,138

For the periods indicated, the only customers that accounted for 10% or more of total revenue were as follows (in thousands):


	Quarter Ended				Six Months Ended
	May 2,		May 3,		May 2,		May 3,
	2026		2025		2026		2025
Cloud provider A	$	321,224	$	151,345	$	652,206	$	320,242
Cloud provider B	212,288		n/a*		372,493		n/a*

Service provider	n/a*		117,355		n/a*		228,379
Total	$	533,512	$	268,700	$	1,024,699	$	548,621

*Denotes revenue representing less than 10% of total revenue for the indicated period

Schedule of Contract Balances

The following table provides information about receivables, contract assets and contract liabilities (deferred revenue) from contracts with customers (in thousands):


	Balance at May 2, 2026		Balance at November 1, 2025
Accounts receivable, net	$	1,052,569	$	975,856
Long-term accounts receivable	$	21,265	$	28,610
Deferred revenue	$	340,487	$	303,786
Contract assets for unbilled accounts receivable, net	$	163,614	$	157,868

As of the dates indicated, deferred revenue is comprised of the following (in thousands):


	May 2, 2026		November 1, 2025
Products	$	31,649	$	65,382
Services	308,838		238,404
Total deferred revenue	340,487		303,786
Less current portion	(238,380)		(208,936)
Long-term deferred revenue	$	102,107	$	94,850