Applied Optoelectronics vs Ciena
Applied Optoelectronics's primary segment is Photonics & Optics; Ciena's is Networking & Systems. Ciena is larger by market cap ($60.4B vs $9.0B). Ciena reports higher tracked revenue ($4.8B vs $456M).
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Side-by-side
| Applied Optoelectronics | Ciena | |
|---|---|---|
| Market cap | $9.0B | $60.4B |
| 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 2026-10-09. 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
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Cite as: wafergraph, “Applied Optoelectronics vs Ciena”, https://wafergraph.com/compare/applied_opto-vs-ciena (data as of 2026-10-09).
Frequently asked questions3
- Is Applied Optoelectronics bigger than Ciena?
- Ciena is larger by market cap ($60.4B vs $9.0B).
- What's the difference between Applied Optoelectronics and Ciena?
- Applied Optoelectronics is a niche in Photonics & Optics based in United States; Ciena is a major in Networking & Systems based in United States. Both operate in the Distribution & Misc segment.
- Who are Applied Optoelectronics's and Ciena's suppliers?
- wafergraph tracks 3 suppliers for Applied Optoelectronics and 4 for Ciena.