Lumentum Holdings

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Optical Communications (OpComms) and Commercial Lasers segments. The OpComms segment includes a range of components, modules, and subsystems to support customers including carrier networks of access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) applications. The Commercial Lasers segment focuses on serving customers in markets and applications such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining such as drilling in printed circuit boards, wafer singulation, glass cutting, and solar cell scribing. The company was founded on February 10, 2015, and is headquartered in San Jose, CA.

Earnings data Q3 2021

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Lumentum Holdings Inc. reports under-shipping in Q3 earnings call

Lumentum Holdings Inc. (LITE) reported under-shipping and gross margin pressures in Q3. Despite challenges in inventory levels and a slowdown in certain business segments, the Company remains focused on long-term growth opportunities, including AI build-out and subsea cable deployment.

Lumentum Holdings surpasses revenue guidance, faces margin challenges

Lumentum Holdings showcased strong performance in Telecom and Commercial Lasers, exceeding revenue guidance.
Challenges include declining gross margins, ongoing supply chain issues, and softness in Datacom demand.
Opportunities lie in margin recovery, technology expansion, and addressing pricing pressures through customer agreements.
Overall, the company anticipates exceeding synergy savings targets and expects growth in key business segments.

Lumentum Holdings navigates revenue challenges, eyes LiDAR market growth

Lumentum Holdings remains confident in its market positions and long-term gross margin targets despite recent challenges. The company is focused on innovation to meet evolving customer needs and expects demand recovery in the second half of the calendar year.

Lumentum Holdings reports strong Q4 performance and eyes growth opportunities

Lumentum Holdings delivered a strong Q4 performance, with revenue up 3% and EPS exceeding guidance ranges.
While facing challenges in gross margin and underutilization, strategic initiatives are in place to drive improvement.
The company's focus on customer partnerships, innovation in photonics products, and expectations for revenue growth present promising opportunities.
Overall, Lumentum's performance reflects resilience amidst challenges and a strategic outlook towards future growth and market trends.

Lumentum Holdings reports Q1 revenue decline, eyes growth opportunities

Lumentum Holdings' Q1 performance reflects a mix of revenue declines and segment growth, with a positive outlook for Q2 and calendar '24. The Cloud Light acquisition is seen as a strategic move with immediate benefits and growth potential. Challenges include meeting demand post-acquisition and addressing telco softness.

Lumentum Holdings reports robust Q2 earnings, eyes expansion opportunities

Lumentum Holdings' Q2 performance was driven by strong revenue, with a focus on expanding manufacturing capacity and introducing new product designs. Despite challenges in certain segments, the company remains confident in its position in the data center market and anticipates growth opportunities in telco inventory recovery and production capacity expansion.

Lumentum reports mixed Q3 results, eyes datacom growth opportunities

Lumentum's Q3 '24 showed mixed revenue performance with growth in cloud networking but challenges in telecom.
The company's focus on expanding manufacturing capacity and strategic growth plans are key strengths.
Challenges include telecom revenue struggles and the need for a steep recovery in the telco business.
Opportunities lie in datacom business growth, revenue milestones, and capacity expansions to support growth.

Lumentum Holdings exceeds Q4 expectations, eyes $500M revenue milestone

Lumentum Holdings excelled in Q4, focusing on cloud business growth and capacity expansion. Challenges include meeting demand for optical transceivers and components. Opportunities exist in expanding technologies and customer base for future growth.

Lumentum Holdings surpasses Q1 expectations, eyes cloud expansion for growth

Lumentum Holdings delivered strong financial performance in Q1, exceeding revenue and earnings expectations, with a positive outlook for Q2 revenue and margins.
The company's strategic focus on expanding cloud and AI opportunities, along with investments in R&D and technology advancements, positions it well for future growth.
While facing challenges in the Industrial Tech segment and operational efficiency, Lumentum is leveraging opportunities in cloud demand, photonics technology, and vertical integration.
Confidence in revenue growth targets and commitment to innovation underscore Lumentum's resilience and potential for sustained success in the market.

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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded on February 10, 2015 and is headquartered in San Jose, CA.

Coherent Corp

Ever since Apple Inc. (NASDAQ: AAPL) CEO Tim Cook put a stake in the ground declaring in 2016  that augmented reality (AR) was the “more interesting” of the AR-VR (virtual reality) pair, the company has purchased 3D sensors for its iPhone from Lumentum Holdings Inc.

Apple Supplier Lumentum Branches Out With $5.7 Billion Acquisition

The stock price of Coherent, Inc. (NASDAQ: COHR) is trading at over 30%. This is why it happened.

COHR Stock Price Pre-Market Jumps Over 30%: $5.7 Billion Deal With Lumentum (LITE) Confirmed

Lumentum Holdings Inc. said Monday it has agreed to acquire Coherent Inc. in a cash-and-stock deal valued at $5.7 billion. Under the terms of the deal, Lumentum will pay $100 in cash at 1.1851 shares of comment stock for each Coherent share.

Lumentum to acquire Coherent in cash and stock deal valued at $5.7 billion

SAN JOSE, Calif., Jan. 19, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported preliminary results for its fiscal second quarter of 2021 ended December 26, 2020. Preliminary Results for the Fiscal Second Quarter 2021 Net revenue of approximately $478.8...

Lumentum Provides Preliminary Fiscal Second Quarter 2021 Financial Results

SAN JOSE, Calif., and SANTA CLARA, Calif., Jan. 19, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") and Coherent, Inc. ("Coherent") today announced that they have entered into a definitive agreement under which Lumentum will acquire Coherent in a cash and stock transaction valued...

Lumentum And Coherent To Combine, Uniting Global Industry Leaders To Accelerate The Future Of Photonics

SAN JOSE, Calif., Dec. 7, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), an industry-leading provider of optical networking solutions, today announced the company will highlight its latest product advancements during the European Conference on Optical Communications (ECOC)...

Lumentum Showcases Industry-Leading Photonic Solutions At ECOC 2020

SAN JOSE, Calif., Dec. 7, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), an industry-leading provider of high-speed optical transmission solutions, today announced a new addition to its broad datacom laser chip portfolio, the 100G PAM4 (53 Gbaud) directly-modulated laser (DML)...

Lumentum Announces Industry-First 100g PAM4 DMLs Available For Sampling

SAN JOSE, Calif., Dec. 4, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), an industry-leading provider of optical networking solutions, today announced its thought leaders will present on a wide range of topics addressing industry trends and the company's latest advanced...

Lumentum Thought Leaders To Present At ECOC 2020

Lumentum posted double-digit YoY gains in net income as a result of big improvements in margins, flat revenue growth notwithstanding. Lumentum is experiencing headwinds in some areas, although gains elsewhere have more than made up for it.

Lumentum Holdings Remains Optimistic Despite Encountering Some Headwinds

SAN JOSE, Calif., and ALBUQUERQUE, N.M., Nov. 16, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") (Nasdaq: LITE) and TriLumina Corporation ("TriLumina") today announced that Lumentum has acquired certain technology assets of TriLumina, including its patents and other intellectual...

Lumentum Acquires TriLumina Assets

Lowe's

Lumentum Holdings Inc. (LITE) CEO Alan Lowe on Q1 2021 Results - Earnings Call Transcript

Lumentum Holdings Inc.'s (LITE) CEO Alan Lowe on Q1 2021 Results - Earnings Call Transcript

Lumentum (LITE) delivered earnings and revenue surprises of 21.09% and 2.36%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Lumentum (LITE) Surpasses Q1 Earnings and Revenue Estimates

SAN JOSE, Calif., Nov. 2, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter of 2021 ended September 26, 2020. Net revenue for the fiscal first quarter of 2021 was $452.4 million, with GAAP net income of $67.1...

Lumentum Announces Fiscal First Quarter 2021 Financial Results

Intel

NVIDIA

Our indicative Theme of Internet Infrastructure Stocks which includes a diverse set of companies that sell semiconductor products, networking equipment, and related products that underpin the Internet - has gained about 19% year-to-date, significantly outperforming the S&P 500 which is up by.

Nvidia, Intel, Lumentum: Is It Time To Buy Internet Infrastructure Stocks?

In this article we will check out the progression of hedge fund sentiment towards Lumentum Holdings Inc (NASDAQ:LITE) and determine whether it is a good investment right now. We at Insider Monkey like to examine what billionaires and hedge funds think of a company before spending days of research on it. Given their 2 and 20 payment structure, hedge funds have more incentives and resources than the average investor. The funds have access to expert networks and get tips from industry insiders. They also employ numerous Ivy League graduates and MBAs. Like everyone else, hedge funds perform miserably at times, but their consensus picks have historically outperformed the market after risk adjustments.

Were Hedge Funds Right About Lumentum Holdings Inc (LITE)?

Texas Instruments

Which supply chain player is the better overall investment?

Better Buy: Lumentum vs. Texas Instruments

Broadcom

Cirrus Logic

Jabil

Skyworks Solutions

Apple's latest iPhone could cast a spotlight on these top supply chain players.

These 5 Apple Suppliers Will Profit From the iPhone 12

SAN JOSE, Calif., Oct. 14, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced its participation at several significant industry events over the next three months. Lumentum will present its latest technological advancements and display its broad portfolio of advanced...

Lumentum To Showcase And Present At Trade Shows And Virtual Events In The Next Three Months

ADTRAN Holdings Inc

Calix

Ciena

Inphi

Apple is making 5G phones, underscoring expectations for a vast increase in broadband demand.

Deep Dive: Here are five stocks to own for the 5G network buildout

SAN JOSE, Calif., Oct. 13, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that its PicoBlade® 3 picosecond laser has been recognized in Laser Focus World's 2020 Innovators Awards. An esteemed and experienced panel of judges from the optics and photonics community...

Lumentum Honored By 2020 Laser Focus World Innovators Award

Cisco Systems

Through Covid-19, people are spending more time online. Our indicative Theme of Internet Infrastructure Stocks which includes a diverse set of companies that underpin the Internet and should benefit from the growing requirement for connectivity and computing power.

Cisco, Lumentum & Intel: Could Internet Infrastructure Stocks Outperform?

II-VI Incorporated

Industrial lasers have an exciting future, even if 2020 is a total drag.

Better Buy: Lumentum vs. IIVI

Alarm.com

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Five9

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iRhythm Technologies

Mimecast

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Q2 Hld

Silk Road Medical Inc

SPS Commerce

For this report, we analyzed the portfolios of the 13 small-cap growth investment managers with the best 10-year performance records.

Positions In The Portfolios Of The Best-Performing Small-Cap Growth Funds

SAN JOSE, Calif., Sept. 16, 2020 /PRNewswire/ -- Lumentum Holdings Inc.

News for Lumentum Holdings Stock (LITE)