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.

Role in the chain

Ciena is a market major in AI & Data Center (Networking & Systems), headquartered in United States. Optical networking and coherent transport for data-center interconnect.

Diligence questions

  1. The dataset records 4 tracked suppliers for Ciena. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of Ciena's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
  3. The dataset names 3 tracked customers for Ciena. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Ciena is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Ciena trades as NYSE:CIEN. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Ciena

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

More AI & Data Center companies

Compare with

Cisco Systems · Dell Technologies · Arista Networks · InnoLight Technology · Corning Incorporated · Eoptolink Technology

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Ciena — supply chain, financials & market position”, https://wafergraph.com/company/ciena (data as of 2026-09-05).

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