Ciena vs POET Technologies
Ciena is larger by market cap ($54.9B vs $1.5B). Ciena reports higher tracked revenue ($4.8B vs $1M). Ciena's primary segment is Networking & Systems; POET Technologies's is Photonics & Optics.
Shared segment: Distribution & Misc.
Side-by-side
| Ciena | POET Technologies | |
|---|---|---|
| Market cap | $54.9B | $1.5B |
| Revenue | $4.8B (FY2025) | $1M (FY2025) |
| Primary segment | Networking & Systems | Photonics & Optics |
| Market position | major | niche |
| Country | United States | Canada |
| Tracked suppliers | 4 | 3 |
| Tracked customers | 3 | 3 |
| Chokepoint / criticality | 68/100 | 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 Ciena and POET Technologies 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: Ciena (United States) vs POET Technologies (Canada).