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Ciena CIEN Platform Software and Services — Revenue

Other segment segments

Networking Platforms
$1.27B+47.1%
Global Services
$179.42M+22.7%
Blue Planet Automation Software and Services
$23.36M-16.4%

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Other financials

Income statement

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Revenue$1.6B+39.5%
Gross profit$691.6M+52.7%
Operating income$237.9M+624%
Net income$218.2M+2,333%
EPS (diluted)$1.49+2,383%

Balance sheet

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Cash & equivalents$1.0B+10.0%
Total debt$1.6B-0.8%
Total equity$2.9B+4.2%
Total assets$6.0B+6.7%

Cash flow

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Operating cash flow$259.7M+65.5%
CapEx$41.0M+42.8%
Free cash flow$218.7M+70.5%

Valuation

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Market cap$57.87B+334%
Enterprise value$58.4B+321%
P/E132×+37.4×
P/S10.4×+7.5×

Profitability

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Gross margin43%+1.1pp
Operating margin9.2%+4.5pp
Net margin7.9%+5.4pp
FCF margin15%

Returns & leverage

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Return on equity15.5%+11.8pp
Debt / equity0.5×0.0×
Current ratio2.7×-0.7×

Where this comes from

Reported directly by Ciena in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Ciena’s 10-Q, filed June 4, 2026.

Filed
Jun 4, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-040767
Line itemNetworking PlatformsPlatform Software and ServicesBlue Planet Automation Software and ServicesGlobal ServicesTotal
Maintenance, Support, and Learning89,28689,286
Implementation79,70279,702
Advisory and Enablement10,43410,434
Total revenue by product line$1,274,078$93,878$23,361$179,422$1,570,739
Timing of revenue recognition:
Products and services at a point in time$1,274,078$29,413$8,487$21,543$1,333,521
Services transferred over time64,46514,874157,879237,218
Total revenue by timing of revenue recognition$1,274,078$93,878$23,361$179,422$1,570,739

Item 1. Financial Statements

FAQ

What is Ciena's platform software and services — revenue?
Ciena (CIEN) reported platform software and services — revenue of $93.88M in Q1 2026.
How has Ciena's platform software and services — revenue changed year-over-year?
Ciena's platform software and services — revenue increased by 9.9% year-over-year, from $85.44M to $93.88M.
What is the long-term trend for Ciena's platform software and services — revenue?
Over 4 years (2021 to 2025), Ciena's platform software and services — revenue has grown at a 12.2% compound annual growth rate (CAGR), from $229.59M to $363.83M.
What does platform software and services — revenue mean?
This metric represents the total revenue generated from the sale of software licenses, maintenance, support, and professional services related to networking infrastructure. It reflects the company's ability to monetize its intellectual property and recurring service engagements beyond pure hardware sales. This segment is critical for assessing the shift toward higher-margin, software-centric business models within the telecommunications and networking sector.

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