Ciena Deferred revenue, net of current portion increased by 5.9% to $100.46M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 20.8%, from $83.13M to $100.46M. Over 5 years (FY 2020 to FY 2025), Deferred revenue, net of current portion shows an upward trend with a 13.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests strong long-term bookings and future revenue growth, while a decrease may indicate a slowdown in long-term contract renewals.
This represents the portion of deferred revenue that is expected to be recognized as revenue beyond the next twelve mont...
Common in SaaS and software companies; peers typically show growth in this metric as they scale enterprise subscriptions.
non_current_liabilities_contract_with_customer_liability_a5d23a| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $57.72M | $57.46M | $60.67M | $62.37M | $61.85M | $62.34M | $66.62M | $67.81M | $71.87M | $74.04M | $76.56M | $80.37M | $77.63M | $81.24M | $83.13M | $83.24M | $81.06M | $94.85M | $100.46M |
| QoQ Change | — | -0.5% | +5.6% | +2.8% | -0.8% | +0.8% | +6.9% | +1.8% | +6.0% | +3.0% | +3.4% | +5.0% | -3.4% | +4.7% | +2.3% | +0.1% | -2.6% | +17.0% | +5.9% |
| YoY Change | — | — | — | — | +7.1% | +8.5% | +9.8% | +8.7% | +16.2% | +18.8% | +14.9% | +18.5% | +8.0% | +9.7% | +8.6% | +3.6% | +4.4% | +16.8% | +20.8% |