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REVENUE (Tables)
6 Months Ended
Apr. 27, 2024
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 April 27, 2024
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$560,224 $— $— $— $560,224 
Routing and Switching116,034 — — — 116,034 
Platform Software and Services
— 85,445 — — 85,445 
Blue Planet Automation Software and Services
— — 14,434 — 14,434 
Maintenance Support and Training
— — — 77,410 77,410 
Installation and Deployment
— — — 43,785 43,785 
Consulting and Network Design
— — — 13,494 13,494 
Total revenue by product line
$676,258 $85,445 $14,434 $134,689 $910,826 
Timing of revenue recognition:
Products and services at a point in time
$676,258 $22,689 $2,848 $10,432 $712,227 
Services transferred over time— 62,756 11,586 124,257 198,599 
Total revenue by timing of revenue recognition
$676,258 $85,445 $14,434 $134,689 $910,826 
Quarter Ended April 29, 2023
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$784,549 $— $— $— $784,549 
Routing and Switching130,310 — — — 130,310 
Platform Software and Services
— 69,443 — — 69,443 
Blue Planet Automation Software and Services
— — 20,567 — 20,567 
Maintenance Support and Training
— — — 73,160 73,160 
Installation and Deployment
— — — 39,486 39,486 
Consulting and Network Design
— — — 15,140 15,140 
Total revenue by product line
$914,859 $69,443 $20,567 $127,786 $1,132,655 
Timing of revenue recognition:
Products and services at a point in time
$914,859 $13,447 $7,329 $15,412 $951,047 
Services transferred over time
— 55,996 13,238 112,374 181,608 
Total revenue by timing of revenue recognition
$914,859 $69,443 $20,567 $127,786 $1,132,655 

Six Months Ended April 27, 2024
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$1,256,072 $— $— $— $1,256,072 
Routing and Switching227,421 — — — 227,421 
Platform Software and Services
— 175,190 — — 175,190 
Blue Planet Automation Software and Services
— — 28,376 — 28,376 
Maintenance Support and Training
— — — 151,525 151,525 
Installation and Deployment
— — — 86,509 86,509 
Consulting and Network Design
— — — 23,442 23,442 
Total revenue by product line
$1,483,493 $175,190 $28,376 $261,476 $1,948,535 
Timing of revenue recognition:
Products and services at a point in time
$1,483,493 $50,383 $3,916 $20,071 $1,557,863 
Services transferred over time— 124,807 24,460 241,405 390,672 
Total revenue by timing of revenue recognition
$1,483,493 $175,190 $28,376 $261,476 $1,948,535 
Six months ended April 29, 2023
Networking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Product lines:
Optical Networking$1,520,183 $— $— $— $1,520,183 
Routing and Switching249,814 — — — 249,814 
Platform Software and Services
— 142,888 — — 142,888 
Blue Planet Automation Software and Services
— — 35,973 — 35,973 
Maintenance Support and Training
— — — 141,051 141,051 
Installation and Deployment
— — — 74,061 74,061 
Consulting and Network Design
— — — 25,206 25,206 
Total revenue by product line
$1,769,997 $142,888 $35,973 $240,318 $2,189,176 
Timing of revenue recognition:
Products and services at a point in time
$1,769,997 $32,311 $11,312 $24,667 $1,838,287 
Services transferred over time
— 110,577 24,661 215,651 350,889 
Total revenue by timing of revenue recognition
$1,769,997 $142,888 $35,973 $240,318 $2,189,176 
For the periods indicated, Ciena’s geographic distribution of revenue was as follows (in thousands):
Quarter EndedSix Months Ended
April 27,April 29,April 27,April 29,
2024202320242023
Geographic distribution:
Americas
$662,877 $794,359 $1,381,075 $1,559,455 
EMEA
155,791 173,414 363,203 326,218 
APAC
92,158 164,882 204,257 303,503 
Total revenue by geographic distribution
$910,826 $1,132,655 $1,948,535 $2,189,176 
For the periods indicated, the only customers that accounted for at least 10% of Ciena’s revenue were as follows (in thousands):
Quarter EndedSix Months Ended
 April 27,April 29,April 27,April 29,
 2024202320242023
AT&T$125,493 n/a $211,705 $251,329 
Cloud Providern/a$123,452 n/a244,779 
Total$125,493 $123,452 $211,705 $496,108 
_____________________________________
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 as of the dates indicated (in thousands):
Balance at April 27, 2024Balance at October 28, 2023
Accounts receivable, net$840,131 $1,003,876 
Contract assets for unbilled accounts receivable, net$151,896 $150,312 
Deferred revenue$277,354 $228,460 
As of the dates indicated, deferred revenue is comprised of the following (in thousands):
April 27,
2024
October 28,
2023
Products$22,583 $28,353 
Services254,771 200,107 
 Total deferred revenue277,354 228,460 
Less current portion(196,989)(154,419)
Long-term deferred revenue$80,365 $74,041