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.

Photonics is at the core of the internet and Lumentum's technical expertise is required like never before. Lumentum was an engineering company with focus on R&D. Sales & Marketing was neglected. This is about to change.

Lumentum Aligning Its Strategy And Investing In Sales And Marketing To Build Up Momentum

Infinera

Which optical technology company is a better overall investment?

Better Buy: Lumentum vs. Infinera

Shares of Lumentum Holdings Inc. rallied 5.5% in afternoon trading, after Raymond James analyst Simon Leopold pounded the table on optical and photonics company, saying losing the battle to acquire of laser technology company Coherent Inc. was a good thing. In a research note titled, "Lumentum walks, we run to strong buy rating," Leopold upgraded the stock to strong buy from outperform.

Lumentum stock rises again after Raymond James analyst runs to a strong buy rating

Lumentum Holdings Inc (NASDAQ: LITE) made a good decision to shelve its plans to acquire Coherent Inc (NASDAQ: COHR), as the bidding war had taken the company to an elevated valuation, according to Raymond James. The Lumentum Holdings Analyst: Simon Leopold upgraded Lumentum Holdings from Outperform to Strong Buy with a $112 price target.

Why This Lumentum Analyst Is Bullish After Coherent M&A Deal Falls Apart

Lumentum (LITE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Lumentum (LITE) Surges 8.5%: Is This an Indication of Further Gains?

Lumentum Holdings Inc. appears to have lost its hard fought battle to buy laser technology company Coherent Inc. on Thursday, but investors are cheering like they won the war.

Lumentum loses the battle for Coherent, and investors cheer

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Coherent Corp

SAN JOSE, Calif., March 25, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that Coherent, Inc. (NASDAQ: COHR) ("Coherent") has provided notice of termination of the previously announced amended definitive merger agreement with Lumentum entered into on March 9, 2021.

Lumentum Receives Notice of Termination of Coherent Merger Agreement

SAN JOSE, Calif., March 24, 2021 /PRNewswire/ -- Lumentum Holdings Inc. (" Lumentum ") announced today that its 100G PAM4 uncooled electro-absorption modulated lasers ( EMLs ) for next-generation hyperscale data centers were recognized in the category of optical components by the 2021 Lightwave Innovation Reviews.

Lumentum Honored by 2021 Lightwave Innovation Reviews

Shares of Coherent Inc. rose 0.8% in premarket trading Tuesday, after the laser technology company after Lumentum Holdings Inc. proposed a higher buyout bid, which would top the latest unsolicited bid from II-VI Inc. , which Coherent deemed was "superior" to the previously agreed upon bid from Lumentum. Shares of Lumentum dropped 1.9% ahead of the open, while II-VI stock inched up 0.1%.

Coherent stock gains after Lumentum counters II-VI's latest bid with a higher buyout proposal

SAN JOSE, Calif., March 23, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today confirmed that on March 22, 2021, it delivered to Coherent, Inc.'s (Nasdaq: COHR) Board of Directors a revised proposal to acquire Coherent in a cash and stock transaction.

Lumentum Announces Revised Proposal for Coherent

SANTA CLARA, Calif., March 23, 2021 /PRNewswire/ -- Coherent, Inc. (NASDAQ: COHR) today announced that it has received a new acquisition proposal from Lumentum Holdings Inc. (NASDAQ: LITE).

Coherent Confirms Receipt of New Acquisition Proposal from Lumentum

NeoPhotonics

It's time to step to the sidelines for the optical stock Lumentum Holdings Inc. (NASDAQ: LITE) and instead add to NeoPhotonics Corporation (NASDAQ: NPTN) holdings, according to a Rosenblatt Securities analyst.  The Optical Stocks Analyst: Ryan Koontz upgraded NeoPhotonics shares from Neutral to Buy and increased the price target from $12 to $16.

Changed Focus: Why This Lumentum, NeoPhotonics Analyst Is Swapping Optical Stocks

II-VI Incorporated

II-VI's bid was reportedly the higher of the two, at a total of roughly $285 per share.

Lumentum Holdings Raises Buyout Offer for Coherent; II-VI Apparently Follows Suit

SAN JOSE, Calif., March 18, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced that it has received notice from Coherent, Inc. (NASDAQ: COHR) ("Coherent") of its Board of Directors' determination that an unsolicited acquisition proposal from II–VI Incorporated (NASDAQ: IIVI) ("II-VI") to acquire Coherent in a cash and stock transaction constitutes a "Company Superior Proposal" as defined in the previously announced amended definitive merger agreement with Lumentum entered into on March 9, 2021 and Coherent's intention to terminate such merger agreement.

Lumentum Comments on Notification from Coherent of a Company Superior Proposal

Shares of Coherent Inc. shot up 9.8% in premarket trading Wednesday, after the Lumentum Holdings Inc. said it increased its buyout bid for the laser technology company, in response to a bid from II-VI Inc. that Coherent had determined was "superior" to the previous agreed-on deal with Lumentum. Lumentum's stock fell 1.0% and II-VI shares slipped 0.2% ahead of the open.

Coherent shares shoot up after Lumentum increases buyout bid to $6.9 billion

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Shares of Coherent Inc. rose 1.5% in premarket trading Friday, after the laser technology company said it informed Lumentum Holdings Inc. that a revised unsolicited buyout bid from II-VI Inc. it received Thursday was "superior" to the recently increased and agreed on bid from Lumentum. Coherent said II-VI's bid was $195 in cash and 1.0 II-VI shares for each Coherent share Based on Thursday's closing prices, that represents a $271.51 price for Coherent shares, a 9.4% premium, that values Coherent at about $6.64 billion.

Coherent receives a 'superior' buyout bid from II-VI, Lumentum has till March 17 to counter

SANTA CLARA, Calif., March 12, 2021 /PRNewswire/ -- Coherent, Inc. (NASDAQ: COHR) today announced that the company's board of directors, in consultation with its financial and legal advisors, has determined that a revised acquisition proposal Coherent received from II-VI Incorporated (NASDAQ: IIVI) on March 11, 2021 constitutes a "Company Superior Proposal" under the terms of Coherent's pending revised merger agreement with Lumentum Holdings Inc. (NASDAQ: LITE) dated March 10, 2021.

Coherent Board Determines New II-VI Proposal Is Superior to Amended Lumentum Merger Agreement

Shares of Coherent Inc. rose 1.8% in premarket trading Wednesday, after the laser technology company announced an amended buyout agreement with Lumentum Holdings Inc. , in which the value of the cash-and-stock deal increases to $6.6 billion from about $5.7 billion. The revised terms comes after II-VI Inc.'s unsolicited bid, valued at about $6.4 billion, or $260 a share, was deemed by Coherent earlier this week to be "superior" to the original deal with Lumentum.

Coherent's stock gains after agreeing on increased buyout deal with Lumentum

SAN JOSE, Calif., March 10, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") today announced an amendment to the previously announced definitive agreement between Lumentum and Coherent, Inc. ("Coherent") entered into on January 18, 2021.

Lumentum Announces Amended Transaction Agreement with Coherent

SANTA CLARA, Calif., March 10, 2021 /PRNewswire/ -- Coherent, Inc. (NASDAQ: COHR) today announced that it has entered into a revised merger agreement with Lumentum Holdings Inc. (NASDAQ: LITE).

Coherent Signs Revised Merger Agreement with Lumentum

Lumentum Holdings Inc. said Monday it received notice from laser technology company Coherent Inc. , which Lumentum has entered into an agreement to acquire, that the unsolicited buyout bid it received from II-VI Inc. was "superior." Lumentum said it will review the II-VI bid, and will have four days to match the rival bid.

Lumentum has 4 days to match II-VI's rival buyout bid for Coherent

SAN JOSE, Calif., March 3, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a leading provider of VCSEL arrays for 3D sensing and LiDAR applications, today announced new high-power and high-efficiency five and six junction vertical cavity surface-emitting laser (VCSEL) arrays for...

Lumentum Announces Five and Six Junction VCSEL Array Products For Advanced Consumer, Automotive, and Other 3D Sensing Applications

Is Lumentum Holdings (LITE) a great pick from the value investor's perspective right now? Read on to know more.

News for Lumentum Holdings Stock (LITE)