v3.26.1
SEGMENTS AND ENTITY-WIDE DISCLOSURES (Tables)
 9 Months Ended
Aug. 01, 2026
Segment Reporting [Abstract]  
Schedule of Segment Profit (Loss) and the Reconciliation to Consolidated Net Income (Loss)
The table below sets forth Ciena’s segment profit (loss) and the reconciliations to consolidated net income for the respective periods indicated (in thousands). The CODM excludes the following items in his assessment of performance of the operating segments: selling and marketing costs; general and administrative costs, significant asset impairments and restructuring costs; share-based compensation expense, amortization of intangible assets; acquisition and integration costs; interest and other income, net; interest expense; loss on extinguishment and modification of debt; and provision for income taxes.
Quarter EndedNine Months Ended
August 1,August 2,August 1,August 2,
2026202520262025
Revenue:
Networking Platforms$1,355,675 $941,354 $3,778,921 $2,628,811 
Platform Software and Services98,657 89,961 285,919 270,469 
Blue Planet Automation Software and Services23,205 27,805 66,986 81,787 
Global Services193,592 160,265 537,084 436,456 
Total revenue$1,671,129 $1,219,385 $4,668,910 $3,417,523 
Segment gross profit:
Networking Platforms$600,633 $365,769 $1,643,367 $1,021,850 
Platform Software and Services85,603 75,609 247,456 228,560 
Blue Planet Automation Software and Services9,376 15,527 22,339 45,709 
Global Services80,146 54,375 205,603 155,453 
Total segment gross profit$775,758 $511,280 $2,118,765 $1,451,572 
Research and development expense:
Networking Platforms$187,689 $166,324 $552,242 $488,821 
Platform Software and Services18,913 18,539 56,603 53,070 
Blue Planet Automation Software and Services8,894 9,161 28,514 26,367 
Global Services1,004 1,125 3,324 3,164 
Total segment research and development expense$216,500 $195,149 $640,683 $571,422 
Segment profit (loss):
Networking Platforms$412,944 $199,445 $1,091,125 $533,029 
Platform Software and Services66,690 57,070 190,853 175,490 
Blue Planet Automation Software and Services482 6,366 (6,175)19,342 
Global Services79,142 53,250 202,279 152,289 
Total segment profit$559,258 $316,131 $1,478,082 $880,150 
Less: Unallocated cost of goods sold$16,493 $8,201 $42,426 $23,834 
Less: Unallocated operating and non-operating expenses276,347 257,622 800,735 752,467 
Consolidated net income$266,418 $50,308 $634,921 $103,849 
Schedule of Reconciliation of Assets From Segment to Consolidated
The following table shows Ciena’s finite-lived intangible assets, goodwill, and maintenance spares allocated by segment and reconciled to total assets (in thousands):
August 1, 2026
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Other intangible assets, net$188,824 — — — $188,824 
Goodwill$268,100 156,191 89,049 — $513,340 
Maintenance spares, net$— — — 102,280 $102,280 
Total assets assigned to segments$804,444 
Other unallocated assets7,192,796 
Total assets$7,997,240 
November 1, 2025
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Other intangible assets, net$224,210 — — — $224,210 
Goodwill$275,964 156,191 89,049 — $521,204 
Maintenance spares, net$— — — 92,392 $92,392 
Total assets assigned to segments$837,806 
Other unallocated assets5,026,861 
Total assets$5,864,667 
Schedule of Ciena's Geographic Distribution of Revenue and Long-Lived Assets The following table shows Ciena’s geographic distribution of equipment, building, furniture and fixtures, net and operating ROU assets (in thousands):
August 1,
2026		November 1,
2025
Canada $427,861 $325,584 
United States53,412 44,634 
Other International (1)
56,050 55,174 
Total$537,323 $425,392 
(1) Any other country representing less than 10% of total is reflected in aggregate as “Other International.”