Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CIEN 3

TAT&Tcustomer

SWKSSkyworks Solutionssupplier

—Syndiounlistedsupplier

Shared 0

No shared counterparties.

Only FN 7

CSCOCisco Systemscustomer

NVDANVIDIAcustomer

NOKNokiacustomer

AMZNAmazon.comcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

CIENCiena Corp

301.22+5.94%

Mkt cap$40.3BRevenue$1.7BQ3 FY26Revenue$4.8BFY25

FNFabrinet

355.60+13.00%

Regular sessionNov 3 '26

Mkt cap$11.3BRevenue$1.5BQ1 FY27Revenue$4.6BFY26

vs

Compare

Regular sessionNov 3 '26

CIENCiena Corp

vs

FNFabrinet

301.22+5.94%

Price

355.60+13.00%

$40.3B

Mkt cap

$11.3B

Q3 FY26$1.7B

Revenue

$1.5BQ1 FY27

FY25$4.8B

Revenue

$4.6BFY26

CIEN compared with FN: revenue, margins and what each company keeps, and the suppliers and customers both name