Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CIEN 3

TAT&Tcustomer

SWKSSkyworks Solutionssupplier

—Syndiounlistedsupplier

Shared 0

No disclosed counterparties: SONM.

Only SONM 0

None

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

CIENCiena Corp

242.83+5.21%· post 244.03

Mkt cap$32.7BRevenue$1.7BQ3 FY26Revenue$4.8BFY25

SONMDNA X, Inc.

2.12−7.83%· post 2.12

ClosedNov 6 '26

Mkt cap$3.2MRevenue$16MQ3 FY25Revenue—

vs

Compare

ClosedNov 6 '26

CIENCiena Corp

vs

SONMDNA X, Inc.

242.83+5.21%post 244.03

Price

2.12−7.83%post 2.12

$32.7B

Mkt cap

$3.2M

Q3 FY26$1.7B

Revenue

$16MQ3 FY25

FY25$4.8B

Revenue

—

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