Ciena

Ciena is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Broadcom, Marvell Technology, Coherent. Its key customers include NVIDIA, Arista Networks, Cisco Systems.

Optical networking and coherent transport for data-center interconnect.

Ticker
NYSE: CIEN
Headquarters
United States
Revenue
$4.8B (FY2025) · +18.8% YoY
Net income
$123M
Operating margin
4.1%
Market position
major
Value-chain segment
Networking & Systems, Photonics & Optics
Key products
WaveLogic coherent optical engines, 6500 Packet-Optical platforms, Blue Planet network automation software, Waveserver AI coherent transport, 400G / 800G DWDM systems

About Ciena

Ciena, headquartered in United States, operates in the Networking & Systems and Photonics & Optics segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include WaveLogic coherent optical engines, 6500 Packet-Optical platforms, Blue Planet network automation software, Waveserver AI coherent transport, 400G / 800G DWDM systems. wafergraph maps 4 tracked suppliers and 3 tracked customers for Ciena across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Key products

  • WaveLogic coherent optical engines
  • 6500 Packet-Optical platforms
  • Blue Planet network automation software
  • Waveserver AI coherent transport
  • 400G / 800G DWDM systems

Suppliers

Customers

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Sources

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