Full-Time
Vice President of Supply Chain Planning
Global Supply Chain Planning
Lumentum
1,001-5,000 employees
Supplies photonic components for networks
No salary listed
San Jose, CA, USA
Remote
Bachelor's, Master's, MBA
 Operations & Logistics (2) |
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- Bachelor’s degree in Supply Chain Management, Operations Research, Industrial Engineering, or Business Administration.
- 15+ years of progressive leadership within supply chain or operational environments, including a minimum of 5 years driving corporate Sales and Operations Planning or Integrated Business Planning transformations.
- Proven success managing complex, cross-continental planning networks involving multiple international facilities across North America and Asia.
- Substantial experience navigating high-tech ecosystems where planning bridges front-end semiconductor fabrication and back-end module integration.
- Deep governance experience with leading Advanced Planning and Scheduling platforms and enterprise software such as SAP S/4HANA Supply Chain or Oracle Cloud Supply Chain Management.
- Exceptional presentation and persuasion skills, with a history of driving matrixed consensus across separate executive peer groups.
- Formulate centralized scheduling models linking front-end wafer fabrication outputs to back-end assembly, test, and packaging schedules in regional hubs.
- Build corporate governance frameworks using advanced planning systems to track critical materials across international manufacturing nodes.
- Establish safety-stock parameters, minimum and maximum levels, and multi-location inventory buffers while avoiding excess and obsolete inventory margin erosion.
- Lead global alignment for New Product Introduction material pipelines and synchronize next-generation product ramps with legacy product phase-outs.
- Map, aggregate, and continuously audit macro-capacity matrices of internal cleanrooms, assembly floors, and automated test fixtures worldwide.
- Orchestrate global product-routing allocations across regional manufacturing sites to optimize overall equipment effectiveness and manage local labor scaling.
- Synthesize global factory and fabrication load projections into recommendations for capital expenditure on physical footprint and machinery expansions.
- Coordinate with third-party foundries and Outsourced Semiconductor Assembly and Test partners.
- Chair the monthly executive Sales, Inventory, and Operations Planning supply review cycle across Product Units, Global Sales, Corporate Finance, and Operations.
- Establish mechanisms to ingest cloud and hyperscaler commercial forecasts and map them against long-term operational limits.
- Formulate and present data-backed scenario options to the EVP of Business Operations regarding trade-offs, demand surges, and market capacity risks.
- Reconcile physical capacity constraints with corporate finance budgets to protect gross margins, optimize operational cash flow, and manage inventory liabilities.
- Partner with the Vice President of Integrated Business Planning to embed corporate strategy, product portfolio shifts, and financial targets into the monthly supply cadence.
- Align constraints with the Senior Vice President of Procurement and Logistics, incorporating supplier capacity, component lead times, logistics bottlenecks, and inbound freight into macro models.
- Serve as the chief strategic partner to site senior vice presidents of fabrication operations and factories, integrating local cycle times, machine availabilities, and yield metrics into the macro plan.
- Lead the technology roadmap for enterprise cloud planning systems such as Kinaxis RapidResponse, o9 Solutions, or SAP Integrated Business Planning.
- Enforce data policies for macro-level planning parameters and standardize yield models and planning bills of materials within the enterprise resource planning system.
- An MBA or Master of Science degree in an analytical discipline.
- Active ASCM/APICS Certified in Planning and Inventory Management or Certified Supply Chain Professional certification.
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
- Fiscal Q4 2026 revenue jumped 109% to $1.01 billion, beating expectations.
- Management guided fiscal Q1 2027 revenue to $1.225 billion-$1.275 billion on August 11.
- Non-GAAP gross margin hit 50.4%, signaling strong operating leverage and manufacturing utilization.
What critics are saying
- The August 11, 2026 debt equitization produced a $7.2 billion GAAP loss.
- 1.6T qualification delays at hyperscalers would hit fiscal 2027 revenue and margins fast.
- Ciena and Coherent pressure pricing as 800G supply expands through 2026.
What makes Lumentum unique
- Lumentum leads 800G and 1.6T cloud transceivers for AI data centers in 2026.
- Its optical circuit switches and internal CW lasers deepen control across the stack.
- Record 100G and 200G EML shipments anchor commercial lasers beyond cloud networking.
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Benefits
Wellness Program
Flexible Work Hours
Mentorship Program
Professional Development Budget
Growth & Insights and Company News
6 month growth
↑ 3%1 year growth
↑ 3%2 year growth
↑ 3%Vincent Retort, vice president of global reliability and quality at Lumentum Holdings, disposed of 12,566 shares worth $10.7 million on 19–20 August. Most shares were withheld to satisfy tax obligations from vesting restricted stock units, whilst 2,483 shares were sold under a Rule 10b5-1 trading plan adopted in November 2025. Following the transactions, Retort retains 102,000 shares valued at $88.34 million as of 21 August. The shares were sold at a weighted average price of $851.01. The disposal comes as Lumentum recorded a 638% one-year total return. Lumentum designs and manufactures optical and photonic products for communication infrastructure and commercial laser solutions, serving telecommunications carriers, data centre operators, and industrial manufacturers globally.
Lumentum Holdings' SVP and general counsel Jae Kim sold 7,803 shares worth approximately $1.6 million on 19-20 August, according to SEC filings. Of these, 1,904 shares were sold under a pre-arranged trading plan, whilst 5,899 were withheld for tax obligations following restricted stock vesting. Kim retains 38,170 shares in the communication equipment company, which has a market capitalisation of $68.4 billion. Lumentum recently settled $1.1 billion of convertible debt by issuing shares rather than cash, resulting in a $7.8 billion non-cash accounting charge. Despite this, the company reported strong operational performance with quarterly revenue reaching $1.01 billion, up 109% year-over-year. The firm has guided September quarter revenue to approximately $1.25 billion.
Wupen Yuen, president of global business units at Lumentum Holdings, sold 2,000 shares of the communications equipment manufacturer under a pre-scheduled trading plan on 19 and 20 August. The sale was conducted through a Rule 10b5-1 plan Yuen adopted in May, which allows executives to pre-schedule trades to avoid conflicts with material non-public information. Additionally, Lumentum withheld 10,565 shares to cover tax obligations from vesting restricted stock units. The combined transaction was valued at $10.7 million. Following the sale, Yuen retains direct ownership of 93,229 shares, representing a 0.1% stake in the company. He also holds derivative securities that provide continued alignment with shareholder performance. Lumentum, which has a market capitalisation of $68.4 billion, manufactures optical and photonic products for data centres and telecommunications networks.
Lumentum Holdings CEO Michael Hurlston disposed of 6,185 shares on 19 August to cover tax obligations from vesting restricted stock units. The transaction, executed at $827.60 per share, leaves Hurlston with 112,794 shares, representing a 0.14% stake. The optical and photonic products manufacturer reported revenue of $1.01 billion in its June quarter, up 109% year over year, with non-GAAP operating margin reaching 36.6%. The company expects September quarter revenue of approximately $1.25 billion with margins between 39.5% and 40.5%. Lumentum's stock delivered a 602% one-year total return as of the transaction date. The company maintains a market capitalisation of $68.4 billion and employs approximately 10,562 people across its Optical Communications and Commercial Lasers segments.
Lumentum and Coherent, optical component makers for AI data centers, saw shares drop sharply on Tuesday. Lumentum fell 9.9% to $873.31, while Coherent declined 12.8% to $306.43 amid broader selling in richly valued AI-related stocks. The declines weren't company-specific. Both firms recently reported strong results. Lumentum doubled its revenue to $1.01 billion in its fiscal fourth quarter ended 27 June, up 109% year over year. The company expects $1.225 billion to $1.275 billion in revenue this quarter. Adjusted gross margin reached 50.4%, with adjusted earnings per share of $3.23. Management guided to $4.05 to $4.35 this quarter. Coherent posted a record quarter with guidance for continued growth. Both companies cited strong demand for optical components used in AI data centers.