Ciena vs Coherent
Coherent is larger by market cap ($64.3B vs $54.9B). Coherent reports higher tracked revenue ($5.8B vs $4.8B). Ciena's primary segment is Networking & Systems; Coherent's is Photonics & Optics.
Shared segment: Distribution & Misc.
Side-by-side
| Ciena | Coherent | |
|---|---|---|
| Market cap | $54.9B | $64.3B |
| Revenue | $4.8B (FY2025) | $5.8B (FY2025) |
| Primary segment | Networking & Systems | Photonics & Optics |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 4 | 3 |
| Tracked customers | 3 | 23 |
| Chokepoint / criticality | 68/100 | 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 Ciena and Coherent compare
- Size: Coherent is the larger company by market cap.
- Revenue: Coherent reports higher tracked revenue.
- Supply-chain criticality: Ciena has the higher chokepoint score (68/100 vs 68/100).
- Footprint: Ciena (United States) vs Coherent (United States).