REVENUE (Tables)

3 Months Ended

Jan. 27, 2024

Revenue from Contract with Customer [Abstract]

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


	Quarter Ended January 27, 2024
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	695,849	$	—	$	—	$	—	$	695,849
Routing and Switching	111,387		—		—		—		111,387
Platform Software and Services	—		89,745		—		—		89,745
Blue Planet Automation Software and Services	—		—		13,942		—		13,942
Maintenance Support and Training	—		—		—		74,115		74,115
Installation and Deployment	—		—		—		42,723		42,723
Consulting and Network Design	—		—		—		9,948		9,948
Total revenue by product line	$	807,236	$	89,745	$	13,942	$	126,786	$	1,037,709

Timing of revenue recognition:
Products and services at a point in time	$	807,236	$	27,694	$	1,069	$	9,638	$	845,637
Services transferred over time	—		62,051		12,873		117,148		192,072
Total revenue by timing of revenue recognition	$	807,236	$	89,745	$	13,942	$	126,786	$	1,037,709


	Quarter Ended January 28, 2023
	Networking Platforms		Platform Software and Services		Blue Planet Automation Software and Services		Global Services		Total
Product lines:
Optical Networking	$	735,634	$	—	$	—	$	—	$	735,634
Routing and Switching	119,505		—		—		—		119,505
Platform Software and Services	—		73,445		—		—		73,445
Blue Planet Automation Software and Services	—		—		15,405		—		15,405
Maintenance Support and Training	—		—		—		67,891		67,891
Installation and Deployment	—		—		—		34,575		34,575
Consulting and Network Design	—		—		—		10,066		10,066
Total revenue by product line	$	855,139	$	73,445	$	15,405	$	112,532	$	1,056,521

Timing of revenue recognition:
Products and services at a point in time	$	855,139	$	18,864	$	3,982	$	9,255	$	887,240
Services transferred over time	—		54,581		11,423		103,277		169,281
Total revenue by timing of revenue recognition	$	855,139	$	73,445	$	15,405	$	112,532	$	1,056,521

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


	Quarter Ended
	January 27,		January 28,
	2024		2023
Geographic distribution:
Americas	$	718,198	$	765,096
EMEA	207,413		152,804
APAC	112,098		138,621
Total revenue by geographic distribution	$	1,037,709	$	1,056,521

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


	Quarter Ended
	January 27,		January 28,
	2024		2023
Cloud provider A	$	166,008	n/a
Cloud provider B	109,098		121,327
AT&T	n/a		149,981
Total	$	275,106	$	271,308

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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 January 27, 2024		Balance at October 28, 2023
Accounts receivable, net	$	865,239	$	1,003,876
Contract assets for unbilled accounts receivable, net	$	151,572	$	150,312
Deferred revenue	$	243,270	$	228,460

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


	January 27, 2024		October 28, 2023
Products	$	24,415	$	28,353
Services	218,855		200,107
Total deferred revenue	243,270		228,460
Less current portion	(166,714)		(154,419)
Long-term deferred revenue	$	76,556	$	74,041