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 (LITE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Lumentum (LITE) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

Progress toward a trade deal bodes well for the optical equipment maker.

Why Lumentum Holdings Stock Climbed 32% in June

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Several ETFs that track semiconductor stocks are sharply lower and some of Huawei's U.S. suppliers have downgraded financial forecasts.

Trump's blacklisting of Huawei is hurting American chip firms

Apple Face ID parts supplier Lumentum Holdings Inc followed Google on Monday in clamping down on the business it does with Huawei Technologies, after U.S. President Donald Trump imposed a ban on the Chinese firm on national security grounds.

Face ID firm Lumentum follows Google with Huawei ban

Telecom supplier Lumentum Holdings Inc. shares were trading lower Monday after the firm lowered its fourth-quarter earnings per share and sales guidance.

Lumentum One Of The First Companies To Cut Guidance After Huawei Ban

Mobile phone parts producer Lumentum on Monday was the first U.S. company to confirm formally it was halting shipments to Huawei, following export restrictions put in place by the U.S.

Lumentum says it's halting all Huawei shipments; cuts its quarterly forecast

Mobile phone parts producer Lumentum Holdings Inc said on Monday it has discontinued all shipments to Huawei Technologies as it intends to fully comply with the recent United States Department of Commerce export restrictions.

Lumentum says halting all Huawei shipments

Lumentum Holdings Inc. said Monday that it was lowering its quarterly outlook for the current period.

Lumentum lowers quarterly outlook after Huawei ban

Lumentum's stock got whacked 10+% yesterday due to a potential technology ban that would cut off 5G-related product sales to Chinese company Huawei, a big customer.

Lumentum Gets Whacked Due To Trump/Huawei/5G News, But Buying Opportunity Looms

Yet another U.S. stock gets ill from the China contagion.

Why Lumentum Holdings Stock Dropped 10% Today

Optical and photonic products maker Lumentum Holdings Inc. reported fiscal third-quarter results Tuesday that came in better than expected and prompted at least two Street analysts to reiterate their bullish stances.

MKM Partners, Rosenblatt Remain Lumentum Bulls After Q3 Print

Lumentum's (LITE) third-quarter fiscal 2019 results benefit from solid growth in ROADMs and fiber lasers.

Lumentum (LITE) Q3 Earnings Beat Estimates, Revenues Up Y/Y

Lumentum Holdings, Inc. (LITE) CEO Alan Lowe on Q3 2019 Results - Earnings Call Transcript

Lumentum earnings and revenue for its fiscal Q3 topped analyst estimates. Results included Oclaro acquisition.

Lumentum Earnings, Revenue Top Analyst Estimates With Oclaro Acquisition

Lumentum Holdings' (LITE) third-quarter fiscal 2019 results are likely to benefit from strength in telecom, lasers and datacom revenues.

What to Expect from Lumentum Holdings (LITE) in Q3 Earnings

I sold half my shares in Lumentum because the stock has simply moved too far too fast, in my opinion.

Lumentum: Why I Sold Half

Is it finally time for Lumentum to shake off its iPhone-related troubles?

Are the Bulls Right About Lumentum's Future?

Shares of Lumentum Holdings Inc.  are up 2.2% in morning trading Wednesday after Morgan Stanley analyst Meta Marshall upgraded the stock to overweight from equal-weight. She also raised her price target on the shares to $65 from $55.

Lumentum stock gains after Morgan Stanley upgrade

JPMorgan's Neutral stance on Lumentum Holdings Inc.'s stock was based on iPhone-related concerns, but the research firm said Friday that volumes are now likely to stabilize.

JPMorgan Double Upgrades Lumentum Amid Stronger Telecom Market

JPMorgan upgraded Lumentum Holdings on views that Apple-related worries should ease while demand for optical devices built into telecom networks will pick up.

Lumentum Stock Upgraded, Analyst Says Worst Over For Apple Worries

Oclaro

Lumentum Holdings Inc has announced its intention to sell the transceiver business of its subsidiary Oclaro Japan to Cambridge Industry Groups.

Lumentum's Intended Sale Of Oclaro Assets Turns RayJay Incrementally Bullish

While channel checks suggest a strong demand environment, the move by Lumentum Holdings Inc (LITE) to become an optical component supplier could result in increased profitability, according to Rosenblatt Securities.

News for Lumentum Holdings Stock (LITE)