Lumentum Holdings Inc.
NASDAQ Global SelectCapital Structure
•
in mil. unless spec.Working Capital
•
in mil. unless spec.Growth Rates
•
in mil. unless spec.Quarterly Revenue
•
in mil. unless spec.Quarterly Earnings Per Share
•
in mil. unless spec.Quarterly Dividends Per Share
•
in mil. unless spec.- CEO
- Michael E. Hurlston
- Full Time Employees
- 7,257
- Sector
- Technology
- Industry
- Communication Equipment
- Address
- 1001 Ridder Park Drive San Jose CA United States of America 95131
- IPO Date
- Jul 23, 2015
- CIK
- 0001633978
- Website
- lumentum.com
- Similar Companies
- Business
- Lumentum Holdings Inc. designs, manufactures, and sells advanced optical and photonic products primarily serving the data communications, telecommunications networking, and industrial laser markets. Its comprehensive product portfolio includes high-speed transceivers, reconfigurable optical add/drop multiplexers, coherent dense wavelength division multiplexing pluggable transceivers, tunable small form-factor pluggable transceivers, and laser chips for high-speed datacom transceivers and data interconnection. The company operates through two main segments: Cloud & Networking, which focuses on components, modules, and subsystems to enable high-capacity fiber optic data transmission for cloud data centers, AI/ML, enterprise, and communication services; and Industrial Tech, which produces solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, gas lasers, and laser diode products for semiconductor, solar cell, display, electric vehicle, battery manufacturing, materials processing, and precision micromachining applications. Lumentum’s products cater to customers globally across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Founded in 2015 and headquartered in San Jose, California, the company has expanded its capabilities through the recent $750 million acquisition of Cloud Light Technology in early 2025, enhancing its cloud photonics portfolio and vertical integration to better serve hyperscale cloud operators and infrastructure providers. Lumentum also recently unveiled innovations at industry events including 200G per lane indium phosphide components for next-generation 800G and 1.6T optical transceivers targeted at AI and machine learning applications, reinforcing its strategic focus on accelerating data center networking and AI infrastructure. The company aims to leverage these advancements to accelerate the speed, scale, and sustainability of global communication networks and commercial laser-based applications.
Lumentum: The Pullback Before The Breakout
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
Lumentum's Component Business Accelerates: More Upside Ahead?
iShares Fund Face-off: Is the Russell 2000 Growth ETF or Morningstar Small-Cap Growth ETF the Better Buy?
These 7 Stocks Will Solve AI’s Most Important Bottleneck
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
The AI Bottleneck Most Investors Are Missing but Shouldn't
AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.
Lumentum Chair of the Board, Penny Herscher, and CEO, Michael Hurlston to Participate in Rome Conference on AI, Ethics and Governance
Goldman Sachs Says That This Is the Next Big AI Infrastructure Megatrend With a 9X Growth Potential. 3 Stocks You Can Buy to Capitalize on This $154 Billion Opportunity
Why Lumentum Still Has Runway
LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?
Lumentum: A High-Risk, High-Reward AI Infrastructure Play
Lumentum Strengthens Liquidity Position: Is Long-Term Growth Safer?
This AI Stock Has Soared 1034%: Is It Still a Buy?
Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.
These Nvidia-Backed Optical Stocks Have Slipped Lately. JPMorgan Analysts Recommend Buying The Dip
Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks