Applied Optoelectronics vs Ciena
Ciena is larger by market cap ($54.9B vs $11.4B). Ciena reports higher tracked revenue ($4.8B vs $456M). Applied Optoelectronics's primary segment is Photonics & Optics; Ciena's is Networking & Systems.
Shared segment: Distribution & Misc.
Side-by-side
| Applied Optoelectronics | Ciena | |
|---|---|---|
| Market cap | $11.4B | $54.9B |
| Revenue | $456M (FY2025) | $4.8B (FY2025) |
| Primary segment | Photonics & Optics | Networking & Systems |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 3 | 4 |
| Tracked customers | 5 | 3 |
| Chokepoint / criticality | 50/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Applied Optoelectronics and Ciena compare
- Size: Ciena is the larger company by market cap.
- Revenue: Ciena reports higher tracked revenue.
- Supply-chain criticality: Ciena has the higher chokepoint score (68/100 vs 50/100).
- Footprint: Applied Optoelectronics (United States) vs Ciena (United States).
Company hubs
Applied Optoelectronics · Ciena · Distribution & Misc segment