L

Lumentum

Supplies photonic components for networks

Executive Assistant

Full-Time
$134.8k - $192.5k+ Annual bonus + Equity
Expert
Bachelor's
San Jose, CA, USA
In PersonOnsite five days per week at the San Jose headquarters.
Administrative & Executive AssistanceExecutive Support

About the job

Requirements
  • A bachelor's degree or equivalent experience.
  • At least 10 years of experience supporting C-level executives, preferably in a public company or technology environment.
  • Proven experience supporting multiple senior executives simultaneously; CEO and CFO support experience is strongly preferred.
  • Experience managing or administering a corporate travel program, preferably in a global organization.
  • Working knowledge of corporate travel policies, travel management companies, online booking tools, travel authorization processes, and travel reporting.
  • Experience reviewing travel bookings or expense reports for policy compliance.
  • Strong understanding of corporate governance, Board processes, earnings cycles, forecasting, or other public-company activities.
  • Experience working with airlines, hotels, car rental providers, travel agencies, and executive travel arrangements is preferred.
  • Strong organizational, prioritization, and time-management skills, attention to detail, and follow-through.
  • Strong business acumen and ability to anticipate executive and organizational needs.
  • Practical understanding of airfare pricing, cabin classes, hotel rates, rental car categories, and travel alternatives.
  • Ability to interpret and consistently apply corporate travel policies with sound judgment.
  • Strong analytical skills and experience preparing reports or analyzing travel spend.
  • Excellent written and verbal communication skills.
  • High emotional intelligence and ability to build effective relationships across all levels.
  • Professional, diplomatic, and confident when addressing policy concerns with employees and senior leaders.
  • Advanced proficiency in Microsoft Office, collaboration tools, calendar systems, expense platforms, and travel booking and reporting systems.
  • Ability to protect confidential information and exercise discretion.
  • Ability to thrive in a fast-paced, dynamic, and global environment.
Responsibilities
  • Manage complex calendars for the CEO and CFO, prioritizing critical meetings and optimizing time across multiple time zones.
  • Coordinate domestic and international travel, including detailed itineraries, visas, ground transportation, and expense reporting.
  • Serve as a gatekeeper and liaison with internal and external stakeholders, including Board members, investors, customers, and senior leadership.
  • Prepare executives for meetings by developing agendas, briefing materials, presentations, and follow-up actions.
  • Anticipate executive needs and proactively resolve scheduling, logistical, and administrative issues.
  • Handle confidential information and communications with the highest level of discretion.
  • Administer and support the company’s global corporate travel program in partnership with its travel management company.
  • Serve as a primary point of contact for employees, executive assistants, managers, and leadership regarding travel booking procedures and policy requirements.
  • Review travel bookings and reports to confirm compliance with approved travel policies, including airfare, hotel, rental car, and other travel requirements.
  • Identify out-of-policy bookings, communicate with travelers and managers, and recommend corrective actions or alternative travel options.
  • Monitor airfare pricing, cabin selection, hotel rates, rental car class, advance-purchase practices, and other travel-related expenses.
  • Prepare and distribute regular travel reports, including spend, booking activity, out-of-policy travel, savings opportunities, and travel trends.
  • Assist with travel emergencies, schedule changes, cancellations, disruptions, and executive travel requirements.
  • Maintain current knowledge of corporate travel practices, airline and hotel programs, travel technology, and applicable company policies.
  • Support future enhancements to the travel program, including employee communications, training, reporting, and process improvements.
  • Partner with the CEO and CFO on key initiatives, tracking priorities and ensuring timely execution.
  • Support Board of Directors activities, including meeting logistics, materials preparation, and coordination with Legal and Investor Relations.
  • Assist with earnings preparation, investor meetings, and financial communications in collaboration with Finance and Investor Relations.
  • Coordinate leadership meetings, offsites, and company-wide events.
  • Draft, edit, and manage high-level correspondence, presentations, reports, and executive communications.
  • Facilitate cross-functional communication and ensure alignment across executive leadership.
  • Develop and maintain administrative procedures, templates, travel resources, and reference materials.
  • Coordinate with internal teams and external vendors to ensure timely completion of business and travel-related activities.
  • Handle sensitive executive, financial, employee, Board, and business information with complete discretion.
  • Exercise sound judgment when making decisions or recommendations on behalf of the executives and the company.
  • Manage competing priorities calmly and effectively in a fast-paced, global environment.
  • Build trust and maintain professional relationships at all levels of the organization.
Desired Qualifications
  • Experience supporting executives in a public company or technology environment.
  • CEO and CFO support experience.
  • Corporate travel program experience in a global organization.
  • Experience working with airlines, hotels, car rental providers, travel agencies, and executive travel arrangements.

About the company

Lumentum makes photonic components such as diode lasers and optical modules for data networks, data centers, sensing, and manufacturing. These devices turn electrical signals into light to enable high-speed data transmission and 3D sensing, or to power optical communications in networks and devices. It differentiates itself with a broad, high-volume photonics platform that includes silicon photonics and laser diodes for 3D sensing, designed for scalable, reliable supply to tech ecosystems. Its goal is to improve the speed, flexibility, and efficiency of communication networks and sensing systems to handle growing data traffic.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

San Jose, California

Founded

2015

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Simplify's Take

What believers are saying

  • September 21, 2026 ECOC demos with Qualcomm and Corning validated Lumentum's AI optics stack.
  • Lumentum guided first-quarter fiscal 2027 revenue to $1.225 billion-$1.275 billion on August 11.
  • Citigroup lifted its target to $1,400 on September 28, 2026, reinforcing demand.

What critics are saying

  • One customer drove 26.6% of fiscal 2026 revenue, concentrating collapse risk.
  • China's February 2025 indium-phosphide export controls can freeze AI optics output for years.
  • Qualcomm, Corning, Coherent, and Broadcom pressure Lumentum before any 2027 revenue arrives.

What makes Lumentum unique

  • Lumentum's August 11, 2026 results showed 109.3% revenue growth to $1.01 billion.
  • Its 1060nm VCSEL and DWDM ELSFP roadmap targets AI scale-up, CPO, and NPO.
  • Greensboro, North Carolina adds domestic InP capacity and a transferred Qorvo workforce.

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Benefits

  • Wellness Program
  • Flexible Work Hours
  • Mentorship Program
  • Professional Development Budget

Growth & Insights and Company News

6 month growth

1%

1 year growth

4%

2 year growth

4%
Yahoo Finance
Oct 26th, 2026
Lumentum rises 3% as StoneX starts at Buy with $1,200 target on supply scarcity

Lumentum shares rose 3% after StoneX started coverage with a Buy rating and a $1,200 price target. The firm says the company holds "critical scarcity points" in high-speed indium phosphide lasers and cloud transceivers. Lumentum's chief executive officer said this month that its parts are effectively sold out through early 2029. Analysts expect normalized earnings per share to climb from $8.67 in fiscal 2026 to $35.92 in fiscal 2028. The shares have slid from their $1,143 peak this month, and the chief financial officer sold $25.7 million of stock. The stock trades at 35x forward earnings, below its three-year average of 40x. Lumentum reports fiscal first-quarter results on November 5. It guided for revenue of $1.225 billion to $1.275 billion.

Yahoo Finance
Oct 15th, 2026
Lumentum stock falls 19.3% in a week but is still up 458% over the year

Shares of Lumentum (LITE) fell 19.3% in the week to October 14, despite upbeat comments from management earlier in the week. The stock is still up 458% over the past year, against a 17.3% gain for the S&P 500. Revenue for the quarter to June reached $1.01 billion, up 109.3% from a year earlier. Operating margin was 28.0%, compared with a small loss a year before. Lumentum held $2.74 billion in cash and short-term investments, against $1.67 billion of debt. On October 9, management said AI data centre demand had booked its production capacity through early 2029. It guided next-quarter revenue to $1.23 billion to $1.27 billion. Lumentum has fallen further than the market in selloffs, losing 31.8% on average versus 14.7% for the S&P 500. It usually recovered quickly, with a median of 2.4 months.

Benzinga
Oct 12th, 2026
Lumentum, Astera Labs, and Corning to demonstrate 1060 nm vcsel-based PCIe over optics for AI rack-scale connectivity at the 2026 OCP Global Summit.

Lumentum, Astera Labs, and Corning to demonstrate 1060 nm vcsel-based PCIe over optics for AI rack-scale connectivity at the 2026 OCP Global Summit. Stock score locked: want to see it? Benzinga Rankings give you vital metrics on any stock - anytime. Joint rack-level demonstration combines Astera Labs Scorpio Smart Fabric Switch, Lumentum high-density VCSEL optical interconnect platform, and Corning multimode fiber connectivity Lumentum Holdings Inc. (NASDAQ:LITE), Astera Labs, Inc. (NASDAQ:ALAB), and Corning Incorporated (NYSE:GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration combines an Astera Labs Scorpio Smart Fabric Switch with Lumentum's 1060 nm VCSEL-based optical interconnect platform and Corning multimode fiber connectivity. The demonstration will be available at Astera Labs booth #B34 from October 12-15. The demonstration will showcase fully operational optical links that use VCSEL transmitters and photodetectors to extend PCIe connectivity within an AI rack. By transporting PCIe over many parallel optical channels, the architecture is designed to help address the reach, cable density, signal integrity, power, and thermal constraints that can limit conventional electrical interconnects as rack-scale AI systems grow. The optical interconnect uses high-density 1060 nm VCSEL and photodetector arrays implemented with advanced packaging, including two-dimensional arrays with backside lens technology. Built on Lumentum's ultra-high-volume manufacturing platform in 3D sensing for smartphone devices, it is designed to support high bandwidth density, strong signal integrity, and efficient optical connectivity for rack-level AI architectures. Astera Labs' Scorpio Smart Fabric Switch provides the switching element for the demonstration, showing how optical connectivity can extend reach within rack-scale AI systems while preserving a PCIe-based architecture. The proof-of-concept system is designed to demonstrate multiple 32 Gb/s NRZ optical channels over Corning multimode fiber and an error-free PCIe-5 link. The configuration combines a high-density Lumentum optical engine with Astera Labs' Scorpio Smart Fabric Switch in a rack-representative system arrangement. "AI infrastructure is pushing optical connectivity closer to the compute system where reach, density, and power represent significant challenges," said Matt Sysak, Chief Technology Officer, Lumentum. "This demonstration with Astera Labs and Corning shows how Lumentum's 1060 nm VCSEL platform can extend PCIe connectivity and unlock a whole new class of functionality." "As AI clusters scale to unprecedented levels, we are breaking the constraints of single rack-level architectures," said Adit Narasimha, Senior Vice President, Signal Connectivity Group, Astera Labs. "This demonstration shows how VCSEL-based front-end optics are enabled by Astera Labs' Scorpio Smart Fabric Switch and COSMOS link intelligence to deliver lower latency, improve power efficiency, increase bandwidth density, and overcome connectivity bottlenecks across rack-scale AI systems." "As optical links move closer to compute devices, fiber connectivity must support increasing density, precision, and scalability," said Claude Echahamian, Vice President and General Manager, Emerging Businesses and EMEA, Corning Optical Communications. "Corning's multimode fiber solutions and industry-leading MMC connectivity help enable this demonstration and support the evolution of high-density optical interconnects for AI infrastructure. As AI clusters continue to grow in size and complexity, Corning is committed to developing fiber and connectivity technologies that enable emerging compute networks and smart fabric architectures." About Lumentum Lumentum (NASDAQ:LITE) is a global leader in optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. Built on decades of photonics innovation, Lumentum delivers high-performance lasers, modules, and optical subsystems that enable scalable, energy-efficient data center connectivity, advanced telecom networks, industrial manufacturing, and sensing applications. Headquartered in San Jose, California, the company operates R&D, manufacturing, and sales facilities worldwide. Learn more at www.lumentum.com. About Astera Labs Astera Labs (NASDAQ:ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the full potential of modern AI. Astera Labs' Intelligent Connectivity Platform integrates CXL(R), Ethernet, NVLink Fusion, PCIe(R), and UALink(TM) semiconductor-based technologies with the company's COSMOS software suite to unify diverse components into cohesive, flexible systems that deliver end-to-end scale-up and scale-out connectivity. The company's custom connectivity solutions business complements its standards-based portfolio, enabling customers to deploy tailored architectures to meet their unique infrastructure requirements. Discover more at www.asteralabs.com. About Corning Incorporated Corning (www.corning.com) is one of the world's leading innovators in materials science, with a 175-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics, along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people's lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning's capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping its customers capture new opportunities in dynamic industries. Today, Corning's markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences. Lumentum Media Contacts Press: Victoria McDonald, +1.408.404.0636; [email protected] Investors: Kathy Ta, +1.408.750.3853; [email protected] Corning Media Contacts Press: Brian Dresdow; [email protected] Investors: Christopher Keenan; [email protected] Posted In:

SemiMedia
Oct 10th, 2026
Lumentum says some optical capacity is sold out through early 2029 as AI demand outruns supply.

Lumentum says some optical capacity is sold out through early 2029 as AI demand outruns supply. October 10, 2026 / SemiMedia / - Lumentum Holdings said some of its optical component capacity is effectively sold out through early 2029 as AI data center expansion and rising demand for high-speed optical connectivity continue to outpace supply. CEO Michael Hurlston said the company is still far behind customer demand despite aggressive capacity expansion. For some products, around 70% of demand could remain unmet next year, while other product lines may still face a roughly 30% shortfall in 2028. Lumentum supplies indium phosphide and other advanced optical components used in high-speed cloud and data center networks. As GPU clusters become larger, demand for 800G, 1.6T and next-generation optical links is increasing rapidly, making lasers, modulators and related photonic components a critical part of AI infrastructure. To increase supply, Lumentum has expanded capacity at its core manufacturing site in the Tokyo area by about 12 times over the past two years. The company plans to invest at least $350 million in that site and adjacent facilities while also increasing production at its Caswell operation in the United Kingdom. New optical manufacturing capacity, however, takes time to build. Hurlston said adding major new production capability can require three to five years, limiting how quickly suppliers can respond to the current increase in AI infrastructure demand. Hyperscale cloud companies are increasingly helping suppliers manage that risk through long-term commitments and capital support. Lumentum said some customers are willing to share part of the investment burden in order to secure future optical component supply. The shortage highlights how AI infrastructure constraints are spreading beyond GPUs, HBM and advanced packaging into optical connectivity. Lumentum expects annual sales to more than double this year and is also considering acquisitions to add further capabilities over the next year. Sumitomo Bakelite to Invest ¥10 Billion in China and Singapore Chip Packaging Material Capacity Infineon Completes C2i Semiconductor Acquisition to Expand AI Data Center Power Technology

The Charlotte Observer
Oct 9th, 2026
Lumentum CEOs fiscal 2026 compensation falls 44%.

Lumentum CEOs fiscal 2026 compensation falls 44%. By RICHARD CRAVER, News & Record, Greensboro, N.C. The Tribune Content Agency October 9, 2026 4:16 AM Gift Article The fiscal 2026 compensation for Michael Hurlston, Lumentum Holdings Inc.'s chief executive, dropped by 44.4% as the value of his stock awards fell by more than 50%. Lumentum, based in San Jose, Calif., is a global equipment supplier to large-scale data centers. It entered the Triad business market in February when it paid $18 million to purchase a former Qorvo Inc. semiconductor plant in Greensboro. Lumentum has pledged to preserve and create more than 400 jobs and spend more than $600 million on capital investments at its 236,475-square-foot facility at 7098 Piedmont Triad Parkway. As of August, it has hired at least 150 former Qorvo employees. Lumentum reported in a regulatory filing Wednesday that Hurlston, the company's CEO, received $15.39 million in total compensation for fiscal 2026. That was down from $27.67 million in fiscal 2025. In both fiscal years, Hurlston's largest compensation component was the value of stock awards on the date they were awarded. The value typically is measured over three years and requires the executive to meet certain vesting eligibility requirements to receive the full amount. For fiscal 2026, Hurlston's stock awards were valued at $12.29 million, compared with $24.74 million in fiscal 2025. Hurlston's base salary rose nearly threefold from $315,000 to $900,000. His incentive pay jumped from $603,353 to $2.18 million. He did not receive a bonus in fiscal 2026 after a $2 million bonus in fiscal 2025. For fiscal 2026, Lumentum had a loss of $6.93 billion when including the debt extinguishment and $782.3 million in net income when excluding the debt payoff. Hurlston's CEO pay ratio to the median Lumentum employee was $1,478 to $1 based on a $10,412 annual compensation. Median is defined as the middle value in a list of numbers. Median employee compensation factors in regular pay, overtime, bonuses, incentives, allowances and paid time off. Wajid Ali, chief financial officer, was paid $556,000 in base salary, $1.03 million in incentive pay and total compensation at $8.91 million, up 83.8%, Wupen Yueni, president of Global Business Units, was paid $504,000 in base salary, $938,952 in incentive pay and total compensation of $8.91 million, up 65.2%. Vincent Retort, executive vice president of Global Reliability and Quality, was paid $556,000 in base salary, $1.03 million in incentive pay and total compensation of $7.53 million, up 32.8%. Jae Kim, general counsel and secretary, was paid $450,000 in base salary, $628,763 in incentive pay and total compensation of $4.86 million, up 90.4%. Lumentum will hold its 2026 shareholders meeting at 11 a.m. Nov. 18. There are no shareholder proposals on the agenda.