Arista Networks vs Ciena
Arista Networks is larger by market cap ($249.5B vs $54.9B). Arista Networks reports higher tracked revenue ($9.0B vs $4.8B). Both are primarily Networking & Systems companies.
Shared segment: AI & Data Center.
Side-by-side
| Arista Networks | Ciena | |
|---|---|---|
| Market cap | $249.5B | $54.9B |
| Revenue | $9.0B (FY2025) | $4.8B (FY2025) |
| Primary segment | Networking & Systems | Networking & Systems |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 23 | 4 |
| Tracked customers | 3 | 3 |
| Chokepoint / criticality | 9/100 | 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 Arista Networks and Ciena compare
- Size: Arista Networks is the larger company by market cap.
- Revenue: Arista Networks reports higher tracked revenue.
- Supply-chain criticality: Ciena has the higher chokepoint score (68/100 vs 9/100).
- Footprint: Arista Networks (United States) vs Ciena (United States).