v3.26.1
REVENUE (Tables)
 9 Months Ended
Aug. 01, 2026
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 1, 2026
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$1,191,307 $— $— $— $1,191,307 
Routing and Switching164,368 — — — 164,368 
Platform Software and Services
— 98,657 — — 98,657 
Blue Planet Automation Software and Services
— — 23,205 — 23,205 
Maintenance, Support, and Learning— — — 89,851 89,851 
Implementation— — — 87,871 87,871 
Advisory and Enablement— — — 15,870 15,870 
Total revenue by product line
$1,355,675 $98,657 $23,205 $193,592 $1,671,129 
Timing of revenue recognition:
Products and services at a point in time
$1,355,675 $30,403 $4,955 $36,183 $1,427,216 
Services transferred over time— 68,254 18,250 157,409 243,913 
Total revenue by timing of revenue recognition
$1,355,675 $98,657 $23,205 $193,592 $1,671,129 

Quarter Ended August 2, 2025
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$815,497 $— $— $— $815,497 
Routing and Switching125,857 — — — 125,857 
Platform Software and Services
— 89,961 — — 89,961 
Blue Planet Automation Software and Services
— — 27,805 — 27,805 
Maintenance, Support, and Learning— — — 80,743 80,743 
Implementation— — — 65,878 65,878 
Advisory and Enablement— — — 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 
Nine Months Ended August 1, 2026
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$3,314,317 $— $— $— $3,314,317 
Routing and Switching464,604 — — — 464,604 
Platform Software and Services
— 285,919 — — 285,919 
Blue Planet Automation Software and Services
— — 66,986 — 66,986 
Maintenance, Support, and Learning— — — 266,687 266,687 
Implementation— — — 235,522 235,522 
Advisory and Enablement— — — 34,875 34,875 
Total revenue by product line
$3,778,921 $285,919 $66,986 $537,084 $4,668,910 
Timing of revenue recognition:
Products and services at a point in time
$3,778,921 $88,999 $15,336 $74,613 $3,957,869 
Services transferred over time— 196,920 51,650 462,471 711,041 
Total revenue by timing of revenue recognition
$3,778,921 $285,919 $66,986 $537,084 $4,668,910 

Nine Months Ended August 2, 2025
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$2,317,062 $— $— $— $2,317,062 
Routing and Switching311,749 — — — 311,749 
Platform Software and Services
— 270,469 — — 270,469 
Blue Planet Automation Software and Services
— — 81,787 — 81,787 
Maintenance, Support, and Learning— — — 234,758 234,758 
Implementation— — — 171,735 171,735 
Advisory and Enablement— — — 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 
For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):
Quarter EndedNine Months Ended
August 1,August 2,August 1,August 2,
2026202520262025
Geographic distribution:
Americas
$1,316,796 $923,627 $3,637,233 $2,553,081 
EMEA
180,550 186,018 577,175 535,519 
APAC173,783 109,740 454,502 328,923 
Total revenue by geographic distribution
$1,671,129 $1,219,385 $4,668,910 $3,417,523 
For the periods indicated, the only customers that accounted for 10% or more of total revenue were as follows (in thousands):
Quarter EndedNine Months Ended
August 1,August 2,August 1,August 2,
2026202520262025
Cloud provider A$476,570 $217,954 $1,128,775 $538,195 
Cloud provider B219,644 n/a*592,137 n/a*
Service provider n/a*133,014 n/a*361,394 
Total$696,214 $350,968 $1,720,912 $899,589 
*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 August 1, 2026Balance at November 1, 2025
Accounts receivable, net $1,233,610 $975,856 
Long-term accounts receivable$18,043 $28,610 
Deferred revenue$311,281 $303,786 
Contract assets for unbilled accounts receivable, net$160,888 $157,868 
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
August 1,
2026		November 1,
2025
Products$30,428 $65,382 
Services280,853 238,404 
 Total deferred revenue311,281 303,786 
Less current portion(211,453)(208,936)
Long-term deferred revenue$99,828 $94,850