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Revenue (Tables)
6 Months Ended
May 02, 2020
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
The tables below (in thousands) set forth Ciena’s disaggregated revenue for the respective period:
 
Quarter Ended May 2, 2020
 
Networking Platforms
 
Platform Software and Services
 
Blue Planet Automation Software and Services
 
Global Services
 
Total
Product lines:
 
 
 
 
 
 
 
 
 
Converged Packet Optical
$
654,294

 
$

 
$

 
$

 
$
654,294

Packet Networking
64,167

 

 

 

 
64,167

Platform Software and Services

 
44,985

 

 

 
44,985

Blue Planet Automation Software and Services

 

 
15,017

 

 
15,017

Maintenance Support and Training

 

 

 
71,479

 
71,479

Installation and Deployment

 

 

 
34,242

 
34,242

Consulting and Network Design

 

 

 
9,869

 
9,869

Total revenue by product line
$
718,461

 
$
44,985

 
$
15,017

 
$
115,590

 
$
894,053

 
 
 
 
 
 
 
 
 
 
Timing of revenue recognition:
 
 
 
 
 
 
 
 
 
Products and services at a point in time
$
718,461

 
$
16,978

 
$
4,745

 
$
4,677

 
$
744,861

Services transferred over time

 
28,007

 
10,272

 
110,913

 
149,192

Total revenue by timing of revenue recognition
$
718,461

 
$
44,985

 
$
15,017

 
$
115,590

 
$
894,053


 
Quarter Ended May 4, 2019
 
Networking Platforms
 
Platform Software and Services
 
Blue Planet Automation Software and Services
 
Global Services
 
Total
Product lines:
 
 
 
 
 
 
 
 
 
Converged Packet Optical
$
623,838

 
$

 
$

 
$

 
$
623,838

Packet Networking
73,138

 

 

 

 
73,138

Platform Software and Services

 
35,229

 

 

 
35,229

Blue Planet Automation Software and Services

 

 
12,473

 

 
12,473

Maintenance Support and Training

 

 

 
68,788

 
68,788

Installation and Deployment

 

 

 
41,322

 
41,322

Consulting and Network Design

 

 

 
10,223

 
10,223

Total revenue by product line
$
696,976

 
$
35,229

 
$
12,473

 
$
120,333

 
$
865,011

 
 
 
 
 
 
 
 
 
 
Timing of revenue recognition:
 
 
 
 
 
 
 
 
 
Products and services at a point in time
$
696,976

 
$
11,101

 
$
3,047

 
$
5,575

 
$
716,699

Services transferred over time

 
24,128

 
9,426

 
114,758

 
148,312

Total revenue by timing of revenue recognition
$
696,976

 
$
35,229

 
$
12,473

 
$
120,333

 
$
865,011


 
Six Months Ended May 2, 2020
 
Networking Platforms
 
Platform Software and Services
 
Blue Planet Automation Software and Services
 
Global Services
 
Total
Product lines:
 
 
 
 
 
 
 
 
 
Converged Packet Optical
1,245,844

 
$

 
$

 
$

 
$
1,245,844

Packet Networking
131,675

 

 

 

 
131,675

Platform Software and Services

 
96,873

 

 

 
96,873

Blue Planet Automation Software and Services

 

 
30,482

 

 
30,482

Maintenance Support and Training

 

 

 
133,271

 
133,271

Installation and Deployment

 

 

 
69,196

 
69,196

Consulting and Network Design

 

 

 
19,624

 
19,624

Total revenue by product line
$
1,377,519

 
$
96,873

 
$
30,482

 
$
222,091

 
$
1,726,965

 
 
 
 
 
 
 
 
 
 
Timing of revenue recognition:
 
 
 
 
 
 
 
 
 
Products and services at a point in time
$
1,377,518

 
$
30,092

 
$
8,482

 
$
8,874

 
$
1,424,966

Services transferred over time

 
66,781

 
22,001

 
213,217

 
301,999

Total revenue by timing of revenue recognition
$
1,377,518

 
$
96,873

 
$
30,483

 
$
222,091

 
$
1,726,965


 
Six Months Ended May 4, 2019
 
Networking Platforms
 
Platform Software and Services
 
Blue Planet Automation Software and Services
 
Global Services
 
Total
Product lines:
 
 
 
 
 
 
 
 
 
Converged Packet Optical
$
1,172,835

 
$

 
$

 
$

 
$
1,172,835

Packet Networking
144,707

 

 

 

 
144,707

Platform Software and Services

 
76,827

 

 

 
76,827

Blue Planet Automation Software and Services

 

 
27,447

 

 
27,447

Maintenance Support and Training

 

 

 
130,065

 
130,065

Installation and Deployment

 

 

 
71,944

 
71,944

Consulting and Network Design

 

 

 
19,713

 
19,713

Total revenue by product line
$
1,317,542

 
$
76,827

 
$
27,447

 
$
221,722

 
$
1,643,538

 
 
 
 
 
 
 
 
 
 
Timing of revenue recognition:
 
 
 
 
 
 
 
 
 
Products and services at a point in time
$
1,317,542

 
$
27,145

 
$
9,275

 
$
9,141

 
$
1,363,103

Services transferred over time

 
49,682

 
18,172

 
212,581

 
280,435

Total revenue by timing of revenue recognition
$
1,317,542

 
$
76,827

 
$
27,447

 
$
221,722

 
$
1,643,538


Effective the beginning of fiscal 2020, Ciena’s Global Sales and Marketing organization combined its previous North America and Caribbean and Latin America (“CALA”) regions into a new “Americas” sales region. Accordingly, Ciena reflects its sales geographically around the following markets: (i) Americas; (ii) Europe, Middle East and Africa (“EMEA”); and (iii) Asia Pacific, Japan and India (“APAC”). Within each geographic area, Ciena maintains specific teams or personnel that focus on a particular region, country, customer or market vertical. These teams include sales management, account salespersons and sales engineers, as well as services professionals and commercial management personnel.
For the periods below, Ciena’s geographic distribution of revenue was as follows (in thousands):
 
 
Quarter Ended
 
Six Months Ended
 
 
May 2,
 
May 4,
 
May 2,
 
May 4,
 
 
2020
 
2019
 
2020
 
2019
Geographic distribution:
 
 
 
 
 
 
 
 
Americas
 
$
650,381

 
$
615,492

 
$
1,224,385

 
1,131,973

EMEA
 
141,431

 
114,993

 
271,396

 
244,183

APAC
 
102,241

 
134,526

 
231,184

 
267,382

Total revenue by geographic distribution
 
$
894,053

 
$
865,011

 
$
1,726,965

 
$
1,643,538


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, 2020
 
Balance at November 2, 2019
Accounts receivable, net
 
$
693,963

 
$
724,854

Contract assets for unbilled accounts receivable
 
$
87,746

 
$
84,046

Deferred revenue
 
$
149,917

 
$
156,873