Applied Optoelectronics vs POET Technologies
Applied Optoelectronics is larger by market cap ($11.4B vs $1.5B). Applied Optoelectronics reports higher tracked revenue ($456M vs $1M). Both are primarily Photonics & Optics companies.
Shared segment: Distribution & Misc.
Side-by-side
| Applied Optoelectronics | POET Technologies | |
|---|---|---|
| Market cap | $11.4B | $1.5B |
| Revenue | $456M (FY2025) | $1M (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | niche | niche |
| Country | United States | Canada |
| Tracked suppliers | 3 | 3 |
| Tracked customers | 5 | 3 |
| Chokepoint / criticality | 50/100 | 50/100 |
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 POET Technologies compare
- Size: Applied Optoelectronics is the larger company by market cap.
- Revenue: Applied Optoelectronics reports higher tracked revenue.
- Supply-chain criticality: Applied Optoelectronics has the higher chokepoint score (50/100 vs 50/100).
- Footprint: Applied Optoelectronics (United States) vs POET Technologies (Canada).
Company hubs
Applied Optoelectronics · POET Technologies · Distribution & Misc segment