Ciena vs Dell Technologies
Dell Technologies is larger by market cap ($284.9B vs $54.9B). Dell Technologies reports higher tracked revenue ($113.5B vs $4.8B). Both are primarily Networking & Systems companies.
Shared segment: AI & Data Center.
Side-by-side
| Ciena | Dell Technologies | |
|---|---|---|
| Market cap | $54.9B | $284.9B |
| Revenue | $4.8B (FY2025) | $113.5B (FY2026) |
| Primary segment | Networking & Systems | Networking & Systems |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 4 | 38 |
| Tracked customers | 3 | 18 |
| Chokepoint / criticality | 68/100 | 81/100 |
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 Dell Technologies compare
- Size: Dell Technologies is the larger company by market cap.
- Revenue: Dell Technologies reports higher tracked revenue.
- Supply-chain criticality: Dell Technologies has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Ciena (United States) vs Dell Technologies (United States).