Income StatementBalance SheetCash FlowSegments
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Ciena Business Segments

Business, geographic, and product segment breakdowns

Ciena generates $5.1B in annual revenue across 2 key segments: Blue Planet Automation Software and Services ($109.9M), and Platform Software and Services ($362.1M). The company-wide operating margin is 5.98%. Based on the Q1 2026 filing.

Blue Planet Automation Software and Services (TTM)$109.9MPlatform Software and Services (TTM)$362.1M
Latest FilingQ1 2026
Report Date2026-03-05
Market Cap$82.5B
P/E Ratio360.36
ROE8.2%

Products & Services

Total Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Optical Networking$779.6M$728.0M$773.6M$815.5M$929.2M$1.0B
Routing and Switching$79.4M$93.2M$92.7M$125.9M$118.4M$126.0M
Platform Software and Services$99.7M$95.1M$85.4M$90.0M$93.4M$93.4M
Maintenance, Support, and Learning$75.8M$74.6M———$87.6M
Implementation$46.1M$47.7M———$67.9M
Blue Planet Automation Software and Services$23.5M$26.0M$28.0M$27.8M$33.8M$20.4M
Advisory and Enablement$12.4M$7.8M———$8.6M

Deferred Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Services$218.6M$230.9M$273.4M$243.8M$238.4M$293.4M
Products$19.0M$26.4M$31.7M$33.5M$65.4M$97.5M

Total cost of goods sold

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Products$545.6M$490.8M$550.0M$580.0M$630.2M$666.6M
Services$118.5M$109.6M$123.1M$136.3M$144.7M$134.9M

Geographic

Total Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Americas$852.2M$795.6M$833.8M$923.6M$1.1B$1.1B
United States$1.4B$752.5M$797.5M$882.8M$1.0B$1.1B
EMEA$150.7M$157.9M$191.6M$186.0M$196.4M$200.6M
APAC$121.2M$118.7M$100.5M$109.7M$102.3M$108.2M

Equipment, building, furniture and fixtures, net

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Canada$283.8M$269.6M$296.8M$311.3M$325.6M$379.9M
United States$49.2M$46.0M$45.4M$44.4M$44.6M$41.0M

Business Segments

Goodwill

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Networking Platforms$199.5M$199.1M$199.6M$199.6M$276.0M$276.5M
Platform Software and Services$156.2M$156.2M$156.2M$156.2M$156.2M$156.2M
Blue Planet Automation Software and Services$89.0M$89.0M$89.0M$89.0M$89.0M$89.0M
Global Services$0.0$0.0$0.0$0.0$0.0$0.0

Maintenance spares, net

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Global Services$77.9M$82.8M$88.5M$86.4M$92.4M$97.0M
Blue Planet Automation Software and Services$0.0$0.0$0.0$0.0$0.0$0.0
Networking Platforms$0.0$0.0$0.0$0.0$0.0$0.0
Platform Software and Services$0.0$0.0$0.0$0.0$0.0$0.0

Net Income

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Networking Platforms$207.0M$182.2M$133.7M$182.0M$291.3M$316.6M
Platform Software and Services$75.2M$65.4M$50.4M$54.5M$67.1M$61.7M
Global Services$58.6M$46.7M$49.5M$50.5M$69.5M$58.8M
Blue Planet Automation Software and Services—$6.5M$4.3M$4.2M$18.2M-$3.8M

Other intangible assets, net

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Networking Platforms$158.9M———$224.2M$212.7M
Blue Planet Automation Software and Services$6.1M———$0.0$0.0
Global Services$0.0———$0.0$0.0
Platform Software and Services$0.0———$0.0$0.0

Total segment gross profit

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Networking Platforms$300.0M$335.0M———$491.7M
Platform Software and Services$76.4M$81.8M———$81.0M
Global Services$52.2M$47.7M———$59.9M
Blue Planet Automation Software and Services$8.9M$14.8M———$5.6M

Total segment research and development expense

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Networking Platforms$151.5M$152.8M———$175.1M
Platform Software and Services$16.3M$16.3M———$19.3M
Blue Planet Automation Software and Services$9.5M$8.3M———$9.4M
Global Services$1.1M$985.0K———$1.2M

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Platform Software and Services$99.7M$95.1M$85.4M$90.0M$93.4M$93.4M
Blue Planet Automation Software and Services$23.5M$26.0M$28.0M$27.8M$33.8M$20.4M

Total Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Networking Platforms$859.0M$821.1M$866.3M$941.4M$1.0B$1.1B
Global Services$142.0M$130.0M$146.2M$160.3M$177.3M$164.1M