Ciena Corporation (CIEN) Competitors & Peers
The 5 largest companies in the same industry as Ciena Corporation, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| CSCO | Peer | $93.85 | P/E 28.2RSI 28Cap 369.9 B |
| LITE | Customer | $538.59 | P/E 142.7RSI 30Cap 48.8 B |
| NOK | Peer | $7.66 | P/E 47.9RSI 36Cap 44.0 B |
| NOKBF | Peer | $7.39 | P/E 46.2RSI 32Cap 42.4 B |
| HPE | Peer | $44.77 | P/E 23.1RSI 31Cap 59.4 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- TSupplier
AT&T is Ciena's largest legacy telco customer; part of three-customer group representing ~44% of Q4 FY25 revenue.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
Amazon (AWS) is among Ciena's top hyperscaler customers; one of three cloud customers driving >40% of revenue.
Model-inferred, unverified — treat as a lead, not evidence - LITECustomer
Ciena purchases optical transmission transponders and components from Lumentum for its optical transport networks.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Microsoft Azure deploys Ciena coherent optical transport for AI cluster scale-across.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Google Cloud uses Ciena WaveLogic transport across long-haul DCI links.
Model-inferred, unverified — treat as a lead, not evidence - FNSupplier
Fabrinet manufactures optical components for Ciena.
Model-inferred, unverified — treat as a lead, not evidence - COHRSupplier
Coherent supplies pluggable optics and coherent components into Ciena WaveLogic transport platforms.
Model-inferred, unverified — treat as a lead, not evidence - VZSupplier
Verizon is a major Ciena customer for optical transport and metro WaveLogic deployments.
Model-inferred, unverified — treat as a lead, not evidence - MRVLSupplier
Marvell supplies optical DSPs to Ciena coherent transponders.
Model-inferred, unverified — treat as a lead, not evidence