tradeval
CIEN

Who Ciena buys from and sells to

Sells optical transport systems and coherent modules that link data centres and carry telecom traffic.

Where the chain could break

  • Two customers were 28.4% and the top five 49.7% of FY2025 revenue
  • Growth now leans on a few cloud providers' AI data centre interconnect builds

Competes with

  • NokiaNOKoptical transport, enlarged by buying Infinera
  • CiscoCSCOcoherent pluggables via Acacia
  • Huaweioptical transport outside the US

Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.

Sources (2)