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.

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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.

Lumentum Holdings (LITE) CEO, Alan Lowe on Q1 2022 Results - Earnings Call Transcript

Lumentum (LITE) delivered earnings and revenue surprises of 14.74% and 1.18%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Lumentum (LITE) Q1 Earnings and Revenues Top Estimates

SAN JOSE, Calif., Nov. 4, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter ended October 2, 2021.

Lumentum Announces Fiscal First Quarter 2022 Financial Results

NeoPhotonics

SAN JOSE, Calif., Nov. 4, 2021 /PRNewswire/ -- Lumentum Holdings Inc. (NASDAQ: LITE) ("Lumentum") and NeoPhotonics Corporation (NYSE: NPTN) ("NeoPhotonics") today announced that they have entered into a definitive agreement under which Lumentum will acquire NeoPhotonics for $16.00 per share in cash, which represents a total equity value of approximately $918 million.

Lumentum To Acquire NeoPhotonics to Accelerate Optical Network Speed And Scalability

SAN JOSE, Calif., Oct. 27, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today that Fujitsu Limited, a leading provider of digital transformation solutions for network operators, service providers, and content providers worldwide, presented Lumentum with the 2021 Supply Chain Excellence Award during the company's virtual Fujitsu ActivateNow Partner Summit.

Lumentum Receives Fujitsu Supply Chain Excellence Award for Optical Transport Solutions

SAN JOSE, Calif., Oct. 21, 2021 /PRNewswire/ -- Lumentum Holdings Inc. (" Lumentum "), a leading provider of innovative 3D sensing components, today announced an industry first, 10 W flood illuminator module that incorporates a high-performance three-junction vertical-cavity surface-emitting laser (VCSEL) array for consumer and industrial 3D sensing applications.

Lumentum Announces Industry-First 10 Watt Flood Illuminator Modules for Next-Generation 3D Sensing Applications

SAN JOSE, Calif., Oct. 20, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal first quarter 2022 financial results for the period ended October 2, 2021, on Thursday, November 4, 2021, before the market opens.

Lumentum to Announce Fiscal First Quarter 2022 Financial Results on November 4, 2021

SAN JOSE, Calif., Oct. 14, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today it has awarded its first Diversity, Inclusion, and Belonging (DIB) scholarships to sixteen applicants from its 2021 internship program.

Lumentum Awards Sixteen Scholarships in its First Annual Diversity Scholarship Program

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SAN JOSE, Calif., Sept. 27, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today that its Senior Vice President of IT and Chief Information Officer (CIO), Ralph Loura, has been recognized as the recipient of the Bay Area CIO of the Year ORBIE award for Leadership.

Lumentum Chief Information Officer, Ralph Loura, Receives Leadership Honor at the 2021 Bay Area CIO of the Year ORBIE Awards

SAN JOSE, Calif., Sept. 13, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced the formation of the SmartTuning Multi-Source Agreement (MSA) group with other industry suppliers to standardize an interoperable self-tuning feature for full-band tunable dense wavelength division multiplexing (DWDM) pluggable optical transceivers.

Lumentum Announces Industry-First SmartTuning Multi-Source Agreement for Self-Tuning Optics to Enhance 5G Mobile Networks

Lumentum (LITE) has seen solid earnings estimate revision activity over the past two months, and belongs to a strong industry as well.

Why Lumentum (LITE) Stock Might be a Great Pick

SAN JOSE, Calif. , Aug. 30, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") announced the appointment of Grace Lee as Senior Vice President and Chief Human Resources Officer, reporting to Alan Lowe, President and Chief Executive Officer.

Lumentum Announces the Appointment of Grace Lee as Senior Vice President and Chief Human Resources Officer

SAN JOSE, Calif., Aug. 26, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today released its inaugural Corporate Social Responsibility Report, covering the company's commitment to a sustainable future and its performance against its sustainability goals.

Lumentum Commits to a Sustainable Future in its Inaugural Corporate Social Responsibility Report

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Richard Snow (Trades, Portfolio), founder of Snow Capital, disclosed this week that his firm's top five trades during the second quarter included new buys in Lumentum Holdings Inc. ( LITE , Financial) and Check Point Software Technologies Ltd. ( CHKP , Financial), position boosts in Cinemark Holdings Inc. ( CNK , Financial) and Hasbro Inc. ( HAS , Financial) and a reduction in NetApp Inc. ( NTAP , Financial).

Richard Snow's Top 5 Trades of the 2nd Quarter

Lowe's

Lumentum Holdings Inc. (LITE) CEO Alan Lowe on Q4 2021 Results - Earnings Call Transcript

Lumentum (LITE) delivered earnings and revenue surprises of 7.48% and 1.99%, respectively, for the quarter ended June 2021. Do the numbers hold clues to what lies ahead for the stock?

Lumentum (LITE) Q4 Earnings and Revenues Surpass Estimates

Lumentum Holdings Inc (NASDAQ: LITE) reported fourth-quarter FY21 revenue growth of 6.5% year-on-year to $392.1 million, beating the analyst consensus of $382.2 million. QCT and QTL segments drove Qualcomm Inc's (NASDAQ: QCOM) Q3 revenue of $8.1 billion, up 65% Y/Y, beating the consensus of $7.55 billion.

Lumentum Q4 Result Tops Consensus; Semiconductor Components Shortage Weighs On Q1 Revenue Outlook

Shares of Lumentum Holdings (NASDAQ:LITE) rose 2.2% in pre-market trading after the company reported Q4 results. Quarterly Results Earnings per share were down 2.54% year over year to $1.15, which beat the estimate of $1.05.

Lumentum Holdings: Q4 Earnings Insights

Shares of Lumentum Holdings Inc. LITE, +2.37% jumped 1.7% in premarket trading Wednesday, after the optical networking company swung to a fiscal fourth-quarter profit and reported revenue that rose above expectations, while providing an upbeat outlook. Net income for the quarter to July 3 was $21.5 million, or 28 cents a share, after a loss of $4.6 million, or 6 cents a share, in the year-ago period.

Lumentum stock jumps after revenue rises above expectations, upbeat profit outlook

SAN JOSE, Calif., Aug. 18, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal fourth quarter and full year ended July 3, 2021.

Lumentum Announces Fiscal Fourth Quarter And Full Year 2021 Results

In May, Lumentum announced it expected the global 3D-sensing market to slow by 20-25% in FY22. That is a massive downgrade from previous expectations. The stock adjusted quickly and sharply lower as that would have been an excellent time to buy. But for those who missed that opportunity, the stock still looks good here.

Lumentum: 3-D Sensing Bloom Is Off The Rose (For Now), But The Stock Is Still A Buy

Lumentum (LITE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Lumentum (LITE) Q4 Earnings Expected to Decline

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SAN JOSE, Calif., Aug. 2, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal fourth quarter and fiscal year 2021 financial results for the period ended July 3, 2021, on Wednesday, August 18, 2021, before the market opens.

News for Lumentum Holdings Stock (LITE)