REVENUE (Tables)

12 Months Ended

Oct. 28, 2023

Revenue from Contract with Customer [Abstract]

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


	Year Ended October 28, 2023
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	2,987,245	$	—	$	—	$	—	$	2,987,245
Routing and Switching	506,247		—		—		—		506,247
Platform Software and Services	—		303,873		—		—		303,873
Blue Planet Automation Software and Services	—		—		69,170		—		69,170
Maintenance Support and Training	—		—		—		288,334		288,334
Installation and Deployment	—		—		—		180,951		180,951
Consulting and Network Design	—		—		—		50,729		50,729
Total revenue by product line	$	3,493,492	$	303,873	$	69,170	$	520,014	$	4,386,549

Timing of revenue recognition:
Products and services at a point in time	$	3,493,492	$	67,013	$	21,842	$	55,036	$	3,637,383
Products and services transferred over time	—		236,860		47,328		464,978		749,166
Total revenue by timing of revenue recognition	$	3,493,492	$	303,873	$	69,170	$	520,014	$	4,386,549


	Year Ended October 29, 2022
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	2,379,931	$	—	$	—	$	—	$	2,379,931
Routing and Switching	398,439		—		—		—		398,439
Platform Software and Services	—		277,191		—		—		277,191
Blue Planet Automation Software and Services	—		—		76,567		—		76,567
Maintenance Support and Training	—		—		—		292,375		292,375
Installation and Deployment	—		—		—		157,443		157,443
Consulting and Network Design	—		—		—		50,715		50,715
Total revenue by product line	$	2,778,370	$	277,191	$	76,567	$	500,533	$	3,632,661

Timing of revenue recognition:
Products and services at a point in time	$	2,778,370	$	85,691	$	25,540	$	44,091	$	2,933,692
Products and services transferred over time	—		191,500		51,027		456,442		698,969
Total revenue by timing of revenue recognition	$	2,778,370	$	277,191	$	76,567	$	500,533	$	3,632,661


	Year Ended October 30, 2021
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	2,553,509	$	—	$	—	$	—	$	2,553,509
Routing and Switching	271,796		—		—		—		271,796
Platform Software and Services	—		229,588		—		—		229,588
Blue Planet Automation Software and Services	—		—		77,247		—		77,247
Maintenance Support and Training	—		—		—		283,350		283,350
Installation and Deployment	—		—		—		171,489		171,489
Consulting and Network Design	—		—		—		33,705		33,705
Total revenue by product line	$	2,825,305	$	229,588	$	77,247	$	488,544	$	3,620,684

Timing of revenue recognition:
Products and services at a point in time	$	2,825,305	$	80,359	$	27,621	$	14,923	$	2,948,208
Products and services transferred over time	—		149,229		49,626		473,621		672,476
Total revenue by timing of revenue recognition	$	2,825,305	$	229,588	$	77,247	$	488,544	$	3,620,684

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


	Year Ended
	October 28, 2023		October 29, 2022		October 30, 2021
Geographic distribution:
Americas	$	3,110,347	$	2,636,840	$	2,525,619
EMEA	643,142		555,215		670,462
APAC	633,060		440,606		424,603
Total revenue by geographic distribution	$	4,386,549	$	3,632,661	$	3,620,684

For the periods below, the only customers that accounted for at least 10% of Ciena’s revenue were as follows (in thousands):


	October 28, 2023		October 29, 2022		October 30, 2021
Cloud Provider	$	561,397	n/a		n/a
AT&T	464,662		$	433,418	$	447,403
Verizon	n/a		402,787		n/a
Total	$	1,026,059	$	836,205	$	447,403

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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 (in thousands):


	Balance at October 28, 2023		Balance at October 29, 2022
Accounts receivable, net	$	1,003,876	$	920,772
Contract assets for unbilled accounts receivable, net	$	150,312	$	156,039
Deferred revenue	$	228,460	$	200,235

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


	October 28, 2023		October 29, 2022
Products	$	28,353	$	19,814
Services	200,107		180,421
Total deferred revenue	228,460		200,235
Less current portion	(154,419)		(137,899)
Long-term deferred revenue	$	74,041	$	62,336