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About Lumentum
Industries
Data & Analytics
Hardware
Company Size
1,001-5,000
Company Stage
IPO
Total Funding
N/A
Headquarters
San Jose, California
Founded
2015
Overview
Lumentum creates optical and photonic products that support applications in cloud computing, advanced manufacturing, networking, and 3D sensing. Their diode lasers are particularly important for high-volume 3D sensing in gaming consoles, PCs, and mobile devices. Lumentum stands out from competitors by focusing on continuous innovation and staying ahead in photonics technology, ensuring strong demand from high-tech clients. The company's goal is to enhance communication network performance and enable advanced technological applications.
Simplify's Take
What believers are saying
- Increased demand for 3D sensing in mobile devices drives growth in photonics.
- AI-driven data centers boost need for Lumentum's advanced optical networking solutions.
- Global 5G infrastructure development creates opportunities for Lumentum's optical components.
What critics are saying
- Emerging photonics companies in Asia offer lower-cost alternatives, impacting market share.
- Rapid technological advancements in 3D sensing could render current products obsolete.
- Supply chain vulnerabilities in semiconductor components may disrupt production capabilities.
What makes Lumentum unique
- Lumentum specializes in innovative optical and photonic products for diverse applications.
- The company is a leader in diode lasers for high-volume 3D sensing applications.
- Lumentum's TrueFlex WSS won the 2024 Pipeline Award for network technology innovation.
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Funding
Total Funding
$0
Below
Industry Average
Funded Over
2 Rounds
Benefits
Wellness Program
Flexible Work Hours
Mentorship Program
Professional Development Budget
Company News
Kathy Ta; Vice President, Investor Relations; Lumentum Holdings IncAlan Lowe; President, Chief Executive Officer, Director; Lumentum Holdings IncWajid Ali; Chief Financial Officer, Executive Vice President; Lumentum Holdings IncSamik Chatterjee; Analyst; JPMorganThomas O'Malley; Analyst; BarclaysSimon Leopold; Analyst; Raymond JamesGeorge Notter; Analyst; Jefferies LLCMeta Marshall; Analyst; Morgan StanleyRuben Roy; Analyst; StifelDavid Vogt; Analyst; UBS Investment BankRyan Koontz; Analyst; Needham & Company IncKarl Ackerman; Analyst; BNP ParibasAnanda Baruah; Analyst; Loop CapitalOperatorGood day, everyone, and welcome to Lumentum's Holdings second quarter fiscal year 2025 earnings call. (Operator Instructions) Please also note, today's event is being recorded for replay purposes. At this time, I would like to turn the conference over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, go ahead.Kathy TaThank you, and welcome to Lumentum's Fiscal second quarter 2025 earnings call. This is Kathy Ta, Lumentum's Vice President of Investor Relations.Joining me today are Alan Lowe, President and Chief Executive Officer; Wajid Ali, Executive Vice President and Chief Financial Officer; and Chris Coldren, Senior Vice President and Chief Strategy and Corporate Development Officer.Today's call will include forward-looking statements, including statements regarding our strategies, trends and expectations for our products and technologies, including demand, our customers, our end markets and market opportunities, our expectations and beliefs regarding recent acquisitions, including Cloud Light, macroeconomic trends, and our expected financial and operating performance, including our guidance as well as statements regarding our future revenues, financial model and margin targets.These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectations, particularly the risk factors described in our SEC filings
Lumentum earns Equality 100 Award in Human Rights Campaign Foundation's 2025 Corporate Equality Index.
Lumentum Holdings Inc. announced the appointment of Paul Lundstrom to the company's Board of Directors, effective immediately.
Lumentum TrueFlex(R) WSS wins 2024 Pipeline Award for Innovation in Network Technology.
Lumentum also earned runner-up honors in the categories of Innovation in Network Transformation and Innovation in Network Management.
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About Lumentum
Industries
Data & Analytics
Hardware
Company Size
1,001-5,000
Company Stage
IPO
Total Funding
N/A
Headquarters
San Jose, California
Founded
2015
Lumentum is Hiring for 0 Jobs on Simplify!
Find jobs on Simplify and start your career today