Lumentum Holdings（1LITE）株式概要Lumentum Holdings Inc.は、米州、アジア太平洋地域、欧州、中東、アフリカで光学およびフォトニック製品を製造・販売している。 詳細1LITE ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長6/6過去の実績2/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より38.1%で取引されている 収益は年間79.08%増加すると予測されています 今年は黒字化を達成 リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1LITE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€820.7079.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-441m21b2016201920222025202620282031Revenue US$21.2bEarnings US$3.7bAdvancedSet Fair ValueView all narrativesLumentum Holdings Inc. 競合他社Motorola SolutionsSymbol: NYSE:MSIMarket cap: US$67.1bCienaSymbol: NYSE:CIENMarket cap: US$82.5bNokia OyjSymbol: HLSE:NOKIAMarket cap: €74.3bTelefonaktiebolaget LM EricssonSymbol: OM:ERIC BMarket cap: SEK 419.3b価格と性能株価の高値、安値、推移の概要Lumentum Holdings過去の株価現在の株価US$820.7052週高値US$915.6052週安値US$63.42ベータ1.531ヶ月の変化9.62%3ヶ月変化43.78%1年変化1,147.64%3年間の変化1,597.06%5年間の変化1,131.17%IPOからの変化1,135.25%最新ニュースお知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026Buy Or Sell Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock has risen 89% to €619. The fair value is estimated to be €783, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Indexお知らせ • Mar 17+ 2 more updatesLumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across Ai Infrastructure At OFC 2026Lumentum Holdings Inc. announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provides 4x400 Gbps data connectivity over single-mode fiber optics and 8x200 Gbps electrical interface on the host side. Its 4x400 Gbps design leverages Lumentum’s advanced components, world-class packaging, and high-volume manufacturing expertise, targeting next generation hyperscale AI data center applications. Lumentum is highlighting its SHP Laser following the successful launch of its 400 mW Ultra-High-Power (UHP) Laser in 2025. The 1310 nm device delivers more than 1.0 W optical power at 25°C and over 800 mW at 50°C, with <100 kHz linewidth and >40 dB SMSR, enabling high-power, high-performance light sources for co-packaged optics (CPO) and other silicon photonics architectures in both direct-detect and coherent-lite applications. The company is featuring a 16-channel DWDM laser source, illustrating Lumentum's readiness to support next-generation CPO architectures that require high bandwidth densities while reducing overall fiber count around a host switch or compute ASIC. The DWDM UHP Lasers are demonstrated using two ELSFP modules producing 16 simultaneous channels across a 200 GHz grid centered at 1310nm, delivering optical power of approximately 24 dBm per channel into fiber. The wavelength grid is compliant with the CW-WDM MSA.Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 103% to €559. The fair value is estimated to be €707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 154% in 2 years. Earnings are forecast to grow by 375% in the next 2 years.最新情報をもっと見るRecent updatesお知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026Buy Or Sell Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock has risen 89% to €619. The fair value is estimated to be €783, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Indexお知らせ • Mar 17+ 2 more updatesLumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across Ai Infrastructure At OFC 2026Lumentum Holdings Inc. announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provides 4x400 Gbps data connectivity over single-mode fiber optics and 8x200 Gbps electrical interface on the host side. Its 4x400 Gbps design leverages Lumentum’s advanced components, world-class packaging, and high-volume manufacturing expertise, targeting next generation hyperscale AI data center applications. Lumentum is highlighting its SHP Laser following the successful launch of its 400 mW Ultra-High-Power (UHP) Laser in 2025. The 1310 nm device delivers more than 1.0 W optical power at 25°C and over 800 mW at 50°C, with <100 kHz linewidth and >40 dB SMSR, enabling high-power, high-performance light sources for co-packaged optics (CPO) and other silicon photonics architectures in both direct-detect and coherent-lite applications. The company is featuring a 16-channel DWDM laser source, illustrating Lumentum's readiness to support next-generation CPO architectures that require high bandwidth densities while reducing overall fiber count around a host switch or compute ASIC. The DWDM UHP Lasers are demonstrated using two ELSFP modules producing 16 simultaneous channels across a 200 GHz grid centered at 1310nm, delivering optical power of approximately 24 dBm per channel into fiber. The wavelength grid is compliant with the CW-WDM MSA.Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 103% to €559. The fair value is estimated to be €707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 154% in 2 years. Earnings are forecast to grow by 375% in the next 2 years.お知らせ • Mar 03Lumentum Holdings Inc. announced that it has received $2.000000114 billion in funding from NVIDIA CorporationLumentum Holdings Inc. announced private placement to issue 2,876,415 Series A Convertible Preferred Stock at a price of $695.31 per share for the proceeds of $2,000,000,114 on March 2, 2026. Transaction involves participation of NVIDIA Corporation as a new investor. The Shares were issued and sold to investor in a private placement relying upon the exemption provided by Section 4(a)(2) of the Securities Act of 1933, as amended. The Series A Preferred Stock will convert on a one-for-one basis into shares of the Company’s common stock (the “Common Stock”) (i) at the option of the holder, provided, that, no holder may exercise this conversion right until the expiration or termination of the applicable waiting period (or any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the rules and regulations promulgated thereunder or (ii) automatically immediately before the closing of a qualified sale. The Certificate of Designation defines qualified sale as the bona fide sale of the Series A Preferred Stock to the Company or a non-affiliate of the holder.Recent Insider Transactions • Feb 20Executive VP of Module Business Unit recently sold €2.4m worth of stockOn the 12th of February, Vincent Retort sold around 5k shares on-market at roughly €503 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.お知らせ • Feb 04Lumentum Holdings Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the third quarter of fiscal year 2026. For the quarter, the company expected net revenue in the range of $780 million to $830 million.お知らせ • Jan 16Lumentum Holdings Inc. Showcases Next-Generation Ultrafast and Uv Laser Platforms for Precision Manufacturing At Photonics West 2026Lumentum Holdings Inc. announced its participation in SPIE Photonics West 2026, where it will showcase high-power ultrafast, UV, and 3D sensing laser solutions designed to meet the growing precision, throughput, and reliability demands of advanced manufacturing and sensing applications. Featured products include: PicoBlade®? Core - Lumentum's latest ultrafast laser platform delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining for printed circuit boards, battery cells, solar cells, and consumer electronics applications. The platform is available in NIR, Green and UV wavelengths. NQ-Series - The newest addition to Lumentum's nanosecond-pulsed laser portfolio, the NQ-Series delivers up to 500 uJ pulse energy of UV light at rates up to 60 kHz. Designed for high-throughput micromachining, the NQ-Series brings exceptional beam quality and reliability to address next-generation processing challenges. 3D Sensing VCSELs - Lumentum offers a broad portfolio of vertical-cavity surface-emitting laser (VCSEL) solutions supporting 3D sensing across a wide range of industrial and consumer applications. Scalable, high-volume manufacturing ensures consistent performance, high reliability, and power efficiency for use cases including depth sensing, object detection, and driver assistance systems.お知らせ • Jan 06+ 1 more updateLumentum Holdings Inc. Announces Executive ChangesLumentum Holdings Inc. announced that on December 29, 2025, Matthew Sepe, Chief Accounting Officer and Senior Vice President, Finance, informed the Company of his planned retirement from the Company. Mr. Sepe will serve as the Company's Senior Vice President, Finance until his retirement in fall 2026 and will step down as the Company's Chief Accounting Officer effective as of the later of February 6, 2026 and the date upon which the Company files its Quarterly Report on Form 10-Q for the three months ended December 27, 2025. In connection with Mr. Sepe's retirement, the Board has appointed Eric Chang, who recently joined the Company as Senior Vice President, Finance, as Chief Accounting Officer effective upon the Effective Date. Mr. Chang, age 52, the Company's Senior Vice President, Finance, most recently served as Chief Financial Officer of Digilens Inc., from July 2025 until November 2025. Prior to joining Digilens, Mr. Chang served as VP, Chief Accounting Officer of Edgio Inc. from October 2022 until June 2025. Prior to Edgio, Mr. Chang served as VP, Finance and Accounting of Summit Interconnect Inc. from January 2022 until October 2022. Prior to joining Summit Interconnect, Mr. Chang served as Senior Vice President, Chief Financial Officer and Principal Accounting Officer of Aviat Networks Inc. from February 2016 until October 2021. Mr. Chang also served as Senior Director, Corporate Controller at Micrel, Incorporated, from November 2013 to February 2016, and as Senior Director, Assistant Corporate Controller and Memory Business Unit Controller at Atmel Corporation, from June 2007 to November 2013. Earlier in his career, Mr. Chang served as a Senior Manager at Ernst & Young LLP and as a Senior Associate at PricewaterhouseCoopers LLP, planning, administering and managing audit engagements of public companies in the high-tech industry and performing technical research of accounting, Sarbanes-Oxley Section 404, financial statements presentation and disclosure issues in accordance with US GAAP and SEC requirements. Mr. Chang holds a B.S. in Accounting and Computer Information Systems from Indiana University and is a certified public accountant.お知らせ • Dec 16Lumentum Holdings Inc. Appoints Thad Trent to Board of DirectorsOn December 15, 2025, the board of directors of Lumentum Holdings Inc. appointed Thad Trent to serve as a member of the Board, effective immediately. Concurrent with his appointment to the Board, Mr. Trent was also appointed to serve on the Audit Committee of the Board. Mr. Trent will serve an initial term of office expiring at the Company’s 2026 annual meeting of stockholders and until his successor is duly elected and qualified. Mr. Trent, 58, has served as Executive Vice President and Chief Financial Officer at ON Semiconductor Corporation (onsemi), a semiconductor supplier of power and sensing solutions, since February 2021. Prior to onsemi, Mr. Trent was the Chief Financial Officer at Cypress Semiconductor Corporation, a semiconductor design and manufacturing company, from June 2014 until its sale to Infineon Technologies AG in April 2020, and was Vice President, Finance from October 2005 to June 2014. He held progressive leadership positions in finance at Wyle Electronics, Zaffire Inc., Scion Photonics Inc. and Wind River Systems Inc. from 1992 to 2005. Mr. Trent holds a Bachelor of Science degree in Business Administration and Finance from San Diego State University.お知らせ • Nov 05Lumentum Holdings Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the second quarter of fiscal year 2026. For the quarter, the company expects Net revenue in the range of $630 million to $670 million.お知らせ • Oct 09Lumentum Holdings Inc. to Report Q1, 2026 Results on Nov 04, 2025Lumentum Holdings Inc. announced that they will report Q1, 2026 results After-Market on Nov 04, 2025お知らせ • Oct 08Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025.お知らせ • Sep 30Lumentum Showcases New Products and Technologies at ECOC 2025 for AI and Data Center NetworksLumentum Holdings Inc. announced several live technology and product demonstrations at ECOC, the European Conference on Optical Communications, reinforcing the company's focus on enabling AI-driven data centers and the world's largest communications networks. During the exhibition, Lumentum will showcase multiple live demonstrations: ELSFP Transceivers for CPO Architectures: Lumentum is showcasing its development of external laser source (ELS) modules in the ELSFP pluggable form factor, designed to advance co-packaged optics (CPO) architectures in high-bandwidth environments such as hyperscale data centers and AI clusters. The demonstration highlights pluggable modules incorporating Lumentum's ultra-high-power (UHP) 1310 nm lasers, enabling next-generation switches and AI processors with integrated optical connectivity. By separating the laser source from the optical engine and placing it at the system faceplate, these modules improve thermal management and reliability, while their design enhances serviceability and modularity. The ELSFP form factor provides higher system density, lower thermal loads, and improved lifetime performance, all while maintaining standards compliance. This product is expected to be sampling in calendar First Quarter 2026. Lumentum is also demonstrating its 1.6T DR8 TRO OSFP pluggable transceiver module, which provides 8x200 Gbps data connectivity over 500 meters of single-mode fiber optics targeting hyperscale Cloud and AI applications. Its TRO or "Transmit-Retimed Optical" design offers a significantly lower power dissipation compared to a Fully Retimed Optical (FRO) transceiver module. The product leverages internal Lumentum manufacturing and components and is currently ramping into volume production. Extended C+L Ultrawideband Nano-iTLA Now Sampling: In addition, Lumentum is sampling its ultrawideband narrow-linewidth InP nano-iTLA. This new laser assembly provides full tunability across more than 12.4 THz, covering both the extended C- and L- bands making it ideally suited to support the increased bandwidth demand driven by AI data centers, data center interconnects (DCI), metro, and long-haul networks. Building on Lumentum's proven, world-class external cavity laser (ECL) technology, the ultrawideband nano-iTLA is delivered in the same compact, form factor as existing solutions, with a single wideband tunable laser. It offers best-in-class narrow-linewidth performance, enabling superior signal integrity and system reach. Initial units have been delivered to key customers for evaluation in next-generation optical networks.お知らせ • Sep 24Lumentum Holdings Inc. Announces R64 Optical Circuit Switch for Ai Data CentersLumentum Holdings Inc. announced the expansion of its Optical Circuit Switch (OCS) product line with the new R64 platform. Based on Lumentum's proven MEMS technology, the device will launch as a 64x64-port product for lower-port-count applications within AI data centers. The company will feature the new product at the ECOC exhibition in Copenhagen, Denmark, from September 29-October 1. The Lumentum R64 OCS complements the high-port count R300 OCS, and leverages decades of in-house engineering expertise in MEMS technology used widely in telecom applications. With a deep patent portfolio and more than one trillion field mirror operating hours, the OCS is designed to provide unmatched performance and high reliability for AI data centers. Key Advantages of the R64 OCS: Low Power consumption: At less than 150 W for a switch capable of carrying over 100Tbps of optical traffic, the R64 changes how an AI data center can scale by offering 80% power reduction compared to packet-based switches. Exceptional Optical Performance: MEMS technology does not require light to pass through any active medium, giving exceptionally low insertion loss and almost no polarization dependence. Flexible Optical Design: The R64 platform allows scaling to 72x72 ports, uni- or bi-directional operation, and full any-to-any fiber connectivity which removes typical OCS connectivity restrictions for bi-directional applications. Wide Band Operation: The R64 is optimized for today's O-band applications and brings exceptional performance in the C-band, due to the future-proof, bandwidth-agnostic MEMS technology. Ultra Stable: Lumentum's proprietary MEMS design is inherently stable over product lifetimes, requiring no feedback mechanism. This avoids control loop dither noise from being introduced to the optical signal while reducing overall system complexity. Compact Footprint: The compact design packs in all required features into a 2RU form factor, including redundant power supplies and cooling fans. The R64 OCS adds to Lumentum's growing portfolio of innovative photonic solutions aimed at improving AI data center scalability. Systems will begin sampling with customers in calendar Fourth Quarter 2025, with general availability expected in the second half of 2026.お知らせ • Aug 13+ 1 more updateLumentum Holdings Inc. Reports Intangible Assets Write-Off for the Quarter Ended June 28, 2025Lumentum Holdings Inc. reported Intangible assets write-off for the quarter ended June 28, 2025. For the quarter, the company reported Intangible assets write-off of $0.1 million.お知らせ • Jul 15Lumentum Holdings Inc. to Report Q4, 2025 Results on Aug 12, 2025Lumentum Holdings Inc. announced that they will report Q4, 2025 results After-Market on Aug 12, 2025お知らせ • Jun 24Lumentum Holdings Inc. to Highlight Latest Advancements At Laser World of Photonics Munich 2025Lumentum Holdings Inc. announced its participation in Laser World of Photonics 2025, taking place at the Trade Fair Center Messe Munchen in Munich, Germany. Lumentum will exhibit its broad portfolio of laser technologies at Hall A2, Stand 337, with a focus on solutions that drive the future of industrial photonics and precision manufacturing. Lumentum will display its latest advancements in ultrafast and nanosecond laser platforms, along with specialty fibers technologies, to support high-growth sectors including consumer electronics and energy storage. PicoBlade Core - The newest ultrafast laser platform from Lumentum delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining across printed circuit board, battery cell, solar cell, and consumer electronics applications. Q-Series®?- This line of high-power diode-pumped UV and green lasers offers leading pulse energy and peak power with exceptional stability and uptime. These products are ideal for high-precision processing across diverse materials and manufacturing environments. Q-Series Q391 - The latest addition to the Q-Series portfolio is a nanosecond-pulsed UV laser that delivers 1 millijoule pulse energies at up to 40 kHz. Designed for high-throughput micromachining, the Q391 brings exceptional beam quality and reliability to next-generation processing challenges. Specialty Fibers and Components - Produced using proprietary modified chemical vapor deposition and in-house rare-earth doping, these specialty fibers offer precise control over core size, numerical aperture, and absorption. Lumentum fibers and components integrate seamlessly into advanced photonic systems for industrial, scientific, and telecom applications. 3D Sensing for Industrial and Automotive - Lumentum offers a broad portfolio of vertical-cavity surface-emitting laser (VCSEL) solutions to support 3D sensing across diverse industrial and automotive applications. Scalable, high-volume manufacturing enables consistent performance, high reliability, and power efficiency for use cases including depth sensing, object detection, and driver assistance systems.お知らせ • May 07Lumentum Holdings Inc. Provides Earnings Guidance for Fourth Quarter of 2025Lumentum Holdings Inc. provided earnings guidance for fourth quarter of 2025. For the quarter, the company expects Net revenue in the range of $440 million to $470 million.お知らせ • Apr 23Lumentum Holdings Inc. to Report Q3, 2025 Results on May 06, 2025Lumentum Holdings Inc. announced that they will report Q3, 2025 results After-Market on May 06, 2025お知らせ • Apr 02+ 1 more updateKeysight, NTT Innovative Devices, and Lumentum Achieve New Benchmark 448 Gbps Data Transmission for AI Data CentersKeysight Technologies, Inc., NTT Innovative Devices Corporation, and Lumentum Holdings Inc. announced a pioneering joint demonstration of 448 Gbps data transmission using 224 GBaud PAM4 optical technology at the Optical Fiber Communication Conference and Exhibition (OFC) 2025. This collaboration addresses the escalating bandwidth demands of artificial intelligence (AI) and machine learning (ML) applications, enabling the development of power-efficient 3.2 terabit (Tbps) interfaces for future data center networks. Applications beyond 128 GBaud demand a new class of generators that simultaneously provide high-speed, precision, and flexibility. Keysight addressed these challenges with the M8199B Arbitrary Waveform Generator, which offers a high-performing signal source for arbitrary signals with a sampling rate up to 256 GSa/s and analog bandwidth exceeding 80 GHz. Keysight is enabling the industry in the early R&D stage for 448 Gbps. During this early R&D innovation phase, experts explore various modulation schemes, including PAM4, PAM6, and PAM8. Notably, for 224 Gbps optical transmission, the industry has already embraced PAM4 as the preferred choice, highlighting the industry's commitment to pushing the boundaries of high-speed data transmission and setting new standards for the future. The joint demonstration consists of: Keysight's M8199B Arbitrary waveform Generator, the industry's fastest AWG, operating at 256 GSa/s with analog bandwidth exceeding 80 GHz. Keysight is enabling the industry in the early R&D stage for 448 Gbps. During this early R&D innovation phase, experts explore various modulation schemes, including PAM4, PAM6, and PAM8. Notably, for 224 Gbps optical transmission, the industry has already embraced PAM4 as the preferred choice, highlighting the industry's commitment to pushing the boundaries of high-speed data transmission and setting new standards for the future. AI and ML applications require ultra-fast, real-time data processing. The 448 Gbps transmission speed accelerates data movement between compute and network nodes, reducing latency and enhancing AI/ML model efficiency. As these models become increasingly complex, higher data throughput is essential to support scalability without bottlenecks. Additionally, this breakthrough improves data center efficiency, lowering operational costs and minimizing environmental impact. The demonstration utilizes two Keysight M8199B Arbitrary Waveform Generators with NTT’s advanced frequency-domain interleaver to generate 448 Gbps electrical signals with 224 Gbaud PAM4. This signal is used to drive a Lumentum indium phosphide (InP) externally-modulated laser (EML), showcasing the potential for high-speed, power-efficient optical interconnects. The successful generation of 240 Gbaud PAM4 was also demonstrated using the same hardware. The demonstration features the latest 224 GBaud and beyond PAM4 technology, which enables 448 Gbps per lane data transmission and paves the way for developing power-efficient 3.2T interfaces for data center networks (DCN). This achievement represents a significant leap forward in achieving higher data rates and improved signal integrity. The joint demonstration consists of: Keysight’s M8199B Arbitrary Waveform Generator, the industry’s fastest AWG, operating at 256 GSa/s with analog bandwidth exceeding 80 GHz. Keysight’s N1032A DCA-X Sampling Oscilloscope, ideal for analyzing high baud rate optical signals with up to 120 GHz optical bandwidth. NTT’s frequency-domain interleaver, available as Keysight M8159A, which extends the bandwidth of the M8199B AWG. Lumentum’s high-bandwidth InP externally-modulated laser (EML).お知らせ • Apr 01Lumentum Holdings Inc. Unveils New Transceivers to Double Fiber Capacity Across Wide Range of Transmission DistancesLumentum Holdings Inc. announced limited sampling of its new 400/800G ZR+ L-band pluggable transceivers, along with general availability of its 800G ZR+ C-band module. Both products will be showcased in live demonstrations at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Lumentum Booth #2119 in San Francisco, California, April 1-3. The new L-band module extends transceiver operation into the L-band spectrum, effectively doubling the usable spectrum range and available fiber capacity. It delivers 800G data rates for data center interconnect (DCI) and metro applications, while supporting 400G data rates in long-haul deployments using quadrature phase shift keying (QPSK) for optimized reach and performance. The 400G ZR++ L-band module will be demonstrated alongside the TrueFlex®? Micro Twin 2x34 integrated C and L Wavelength Selective Switch (WSS), highlighting a comprehensive and cost-effective system-level solution. Lumentum's pluggable modules are designed for direct router-to-router connectivity, reducing overall system complexity and cost. Expanding access to fiber capacity is essential as data traffic driven by artificial intelligence (AI) and machine learning (ML) continues to grow at an unprecedented pace. Both the L-band and C-band modules help address global fiber shortages while enabling the rapid scaling of network transmission capacity.お知らせ • Mar 28Lumentum Holdings Inc. to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure At Ofc 2025Lumentum Holdings Inc. will unveil its latest innovations in optical networking at the Optical Fiber Communications Conference and Exhibition (OFC) 2025, March 30-April 3 in San Francisco. At booth #2119, Lumentum will present advancements in high-speed data interconnect products and technologies, optical circuit switching (OCS), high-power pump lasers, and next-generation networking technologies, reinforcing its commitment to innovations that enable efficient scaling of AI-driven and cloud-scale networking architectures. With its broad portfolio of advanced optical components and indium phosphide (InP) photonic devices, Lumentum delivers high-performance, reliable solutions that support the growing demands of next-generation AI and data center infrastructure. Lumentum president and CEO Michael Hurlston will also join the CEO panel at the Optica Executive Forum on March 31 at the Marriott Marquis. Live Demonstrations: Advancing AI, Cloud, and Networking: Networking for AI/ML Workloads, Cloud Environments, and Coherent Data Center Interconnects: Featuring three dedicated racks spanning AI/ML front-end and back-end networks, data center interconnects (DCI), and longer-distance optical networks, Lumentum will showcase live demonstrations of its latest photonic technologies designed to meet the growing demands of AI clusters and hyperscale cloud infrastructure. A key highlight includes its OCS technology, which enhances scalability, efficiency, and power savings for AI/ML interconnects and cloud networking. Featured Products and Technology: AI/ML Back-End Network: 800G and 1.6T optical transceivers and OCS; Cloud Front-End Network: 400G, 800G short reach transceivers, and 800ZR transceivers; DCI and Long-Haul Networking: TrueFlex®?Micro Twin 2x34 integrated C and L wavelength selective switch (WSS), 800G ZR/ZR+ pluggable modules operating across both C and L transmission bands, including transmission over > 400km fiber; R300 OCS:Lumentum will demonstrate its new R300 OCS, a 300x300 port solution optimized for AI cluster interconnects and intra-data center networks. Currently sampling with hyperscale cloud customers, the R300 OCS will be available in the second half of 2025. Featuring MEMS-based optical switching based on over a trillion-field mirror operating hours and hundreds of patents, it provides a power-efficient, cost-effective alternative to traditional Ethernet architectures. Lumentum will also demonstrate 448 Gbps data transmission using 224 GBaud PAM4 externally-modulated laser (EML) technology in collaboration with Keysight Technologies and NTT Innovative Devices at booth #1301. Lumentum's high-bandwidth InP EML enables power-efficient, high-speed optical interconnects for AI and cloud infrastructure. This demonstration marks the first characterization of an InP modulator with PAM4 modulation at448 Gbps. M2 Series Pump Laser: High-Power Amplification for Next-Generation Optical Networks: Lumentum is introducing its M2 Series 980 nm Fiber Bragg Grating-Stabilized Pump Modules, designed for high-power optical amplification. Featuring a dual-chip architecture with independently controlled emitters in a compact 10-pin butterfly package, the M2 series delivers total output power ranging from 800 to 1800 mW.お知らせ • Mar 27Lumentum Holdings Inc. to Showcase its R300 Optical Circuit Switch (OCS) 300x300 Port ProductLumentum Holdings Inc. announced that its R300 optical circuit switch (OCS) 300x300 port product is currently sampling with multiple hyperscale customers and is slated for general availability in the second half of 2025. The R300 is a breakthrough solution designed to enhance the scalability, performance, and efficiency of artificial intelligence (AI) clusters and intra-data-center networks. Lumentum will showcase the new product at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Booth #2119 in San Francisco CA, from April 1-3rd. The Lumentum OCS leverages decades of engineering expertise in developing and deploying high-performance, micro-electro-mechanical systems (MEMS) technology in demanding telecom applications. Based on over 1 trillion field mirror operating hours and a proven portfolio with hundreds of patents, the OCS is designed to provide high reliability and performance. As hyperscalers scale AI infrastructure to meet surging demand, optical switching offers a power-efficient, cost-effective, and reliable alternative to traditional Ethernet-based architectures. Lumentum estimates that adopting its OCS can reduce overall AI data center network power consumption by 65% or more in 100K-scale GPU deployments compared to InfiniBand or Ethernet solutions. Market research firm Cignal AI projects that the OCS market will surpass $1B by 2028, driven by AI and cloud network advancements. Key Benefits of the Lumentum OCS Major advantages include: Significant power savings. Reduces power consumption, compared to traditional Ethernet-based infrastructures. Ultra-low latency. Eliminates OEO conversion, reducing latency by 5X to 10X versus Ethernet switching. Ultra-wideband capability. Unlike liquid crystal-based switches, MEMS technology operates seamlessly across the O, C, or L optical bands, making it a future-proof solution for next-generation transmission technologies. Superior signal integrity. Low insertion and return loss, along with minimal polarization-dependent loss (PDL) and polarization mode dispersion (PMD), ensure exceptional optical performance. Exceptional stability. Lumentum's proprietary MEMS technology eliminates the need for closed loop control, reducing system complexity, while preventing dither noise - unwanted oscillations that can degrade signal performance. Enhanced reliability and availability. A modular design with redundant power supplies, fans and easily replaceable control electronics minimizes potential downtime.株主還元1LITEIT CommunicationsIT 市場7D-1.7%8.8%0.7%1Y1,147.6%109.7%20.1%株主還元を見る業界別リターン: 1LITE過去 1 年間で109.7 % の収益を上げたItalian Communications業界を上回りました。リターン対市場: 1LITE過去 1 年間で20.1 % の収益を上げたItalian市場を上回りました。価格変動Is 1LITE's price volatile compared to industry and market?1LITE volatility1LITE Average Weekly Movement14.3%Communications Industry Average Movement7.0%Market Average Movement5.2%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.2%安定した株価: 1LITEの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1LITEの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト201510,562Michael E. Hurlstonwww.lumentum.comLumentum Holdings Inc.は、米州、アジア太平洋地域、欧州、中東、アフリカで光学およびフォトニック製品を製造・販売している。同社は2つのセグメントで事業を展開している：クラウド＆ネットワーキング部門とインダストリアルテック部門である。クラウド＆ネットワーキング事業では、クラウドデータセンター、AI/ML、エンタープライズ、通信サービスのネットワーキング・アプリケーションにおいて、大容量光ファイバーケーブル上でのデータ、ビデオ、オーディオの伝送・転送を可能にする、大容量光ファイバーリンク上でのデータの高速伝送をサポートするコンポーネント、モジュール、サブシステムを提供している。高速トランシーバ、再構成可能な光アド/ドロップ・マルチプレクサ、コヒーレント密波長分割多重プラガブル・トランシーバ、チューナブル・スモールフォームファクタ・プラガブル・トランシーバを提供している。また、高速データコム・トランシーバやデータ相互接続ソリューションに使用するレーザーチップも販売しています。産業技術部門では、固体レーザー、キロワットクラスのファイバーレーザー、超高速レーザー、ダイオードレーザー、ガスレーザー、レーザーダイオード製品を提供しています。半導体デバイス、太陽電池、ディスプレイ、電気自動車、バッテリー製造市場、さらに広範な材料加工や精密微細加工エンドマーケットの顧客にサービスを提供している。Lumentum Holdings Inc.は2015年に法人化され、カリフォルニア州サンノゼに本社を置いている。もっと見るLumentum Holdings Inc. 基礎のまとめLumentum Holdings の収益と売上を時価総額と比較するとどうか。1LITE 基礎統計学時価総額€63.47b収益（TTM）€378.24m売上高(TTM)€2.14b167.8xPER（株価収益率29.6xP/Sレシオ1LITE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1LITE 損益計算書（TTM）収益US$2.49b売上原価US$1.47b売上総利益US$1.02bその他の費用US$577.20m収益US$439.00m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）5.64グロス・マージン40.84%純利益率17.64%有利子負債／自己資本比率110.4%1LITE の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 12:08終値2026/05/22 00:00収益2026/03/28年間収益2025/06/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lumentum Holdings Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Skye ChenAletheia Analyst Network LimitedThomas O'MalleyBarclaysKarl AckermanBNP Paribas28 その他のアナリストを表示
お知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.
お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026
Buy Or Sell Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock has risen 89% to €619. The fair value is estimated to be €783, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.
お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Index
お知らせ • Mar 17+ 2 more updatesLumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across Ai Infrastructure At OFC 2026Lumentum Holdings Inc. announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provides 4x400 Gbps data connectivity over single-mode fiber optics and 8x200 Gbps electrical interface on the host side. Its 4x400 Gbps design leverages Lumentum’s advanced components, world-class packaging, and high-volume manufacturing expertise, targeting next generation hyperscale AI data center applications. Lumentum is highlighting its SHP Laser following the successful launch of its 400 mW Ultra-High-Power (UHP) Laser in 2025. The 1310 nm device delivers more than 1.0 W optical power at 25°C and over 800 mW at 50°C, with <100 kHz linewidth and >40 dB SMSR, enabling high-power, high-performance light sources for co-packaged optics (CPO) and other silicon photonics architectures in both direct-detect and coherent-lite applications. The company is featuring a 16-channel DWDM laser source, illustrating Lumentum's readiness to support next-generation CPO architectures that require high bandwidth densities while reducing overall fiber count around a host switch or compute ASIC. The DWDM UHP Lasers are demonstrated using two ELSFP modules producing 16 simultaneous channels across a 200 GHz grid centered at 1310nm, delivering optical power of approximately 24 dBm per channel into fiber. The wavelength grid is compliant with the CW-WDM MSA.
Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 103% to €559. The fair value is estimated to be €707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 154% in 2 years. Earnings are forecast to grow by 375% in the next 2 years.
お知らせ • May 08Lumentum Holdings Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the fourth quarter of fiscal year 2026. For the quarter, company expected Net revenue in the range of $960 million to $1.01 billion.
お知らせ • Apr 07Lumentum Holdings Inc. to Report Q3, 2026 Results on May 05, 2026Lumentum Holdings Inc. announced that they will report Q3, 2026 results After-Market on May 05, 2026
Buy Or Sell Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock has risen 89% to €619. The fair value is estimated to be €783, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 167% in 2 years. Earnings are forecast to grow by 428% in the next 2 years.
お知らせ • Mar 21+ 1 more updateLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth IndexLumentum Holdings Inc.(NasdaqGS:LITE) dropped from Russell Small Cap Comp Growth Index
お知らせ • Mar 17+ 2 more updatesLumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across Ai Infrastructure At OFC 2026Lumentum Holdings Inc. announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provides 4x400 Gbps data connectivity over single-mode fiber optics and 8x200 Gbps electrical interface on the host side. Its 4x400 Gbps design leverages Lumentum’s advanced components, world-class packaging, and high-volume manufacturing expertise, targeting next generation hyperscale AI data center applications. Lumentum is highlighting its SHP Laser following the successful launch of its 400 mW Ultra-High-Power (UHP) Laser in 2025. The 1310 nm device delivers more than 1.0 W optical power at 25°C and over 800 mW at 50°C, with <100 kHz linewidth and >40 dB SMSR, enabling high-power, high-performance light sources for co-packaged optics (CPO) and other silicon photonics architectures in both direct-detect and coherent-lite applications. The company is featuring a 16-channel DWDM laser source, illustrating Lumentum's readiness to support next-generation CPO architectures that require high bandwidth densities while reducing overall fiber count around a host switch or compute ASIC. The DWDM UHP Lasers are demonstrated using two ELSFP modules producing 16 simultaneous channels across a 200 GHz grid centered at 1310nm, delivering optical power of approximately 24 dBm per channel into fiber. The wavelength grid is compliant with the CW-WDM MSA.
Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 103% to €559. The fair value is estimated to be €707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 154% in 2 years. Earnings are forecast to grow by 375% in the next 2 years.
お知らせ • Mar 03Lumentum Holdings Inc. announced that it has received $2.000000114 billion in funding from NVIDIA CorporationLumentum Holdings Inc. announced private placement to issue 2,876,415 Series A Convertible Preferred Stock at a price of $695.31 per share for the proceeds of $2,000,000,114 on March 2, 2026. Transaction involves participation of NVIDIA Corporation as a new investor. The Shares were issued and sold to investor in a private placement relying upon the exemption provided by Section 4(a)(2) of the Securities Act of 1933, as amended. The Series A Preferred Stock will convert on a one-for-one basis into shares of the Company’s common stock (the “Common Stock”) (i) at the option of the holder, provided, that, no holder may exercise this conversion right until the expiration or termination of the applicable waiting period (or any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the rules and regulations promulgated thereunder or (ii) automatically immediately before the closing of a qualified sale. The Certificate of Designation defines qualified sale as the bona fide sale of the Series A Preferred Stock to the Company or a non-affiliate of the holder.
Recent Insider Transactions • Feb 20Executive VP of Module Business Unit recently sold €2.4m worth of stockOn the 12th of February, Vincent Retort sold around 5k shares on-market at roughly €503 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
お知らせ • Feb 04Lumentum Holdings Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the third quarter of fiscal year 2026. For the quarter, the company expected net revenue in the range of $780 million to $830 million.
お知らせ • Jan 16Lumentum Holdings Inc. Showcases Next-Generation Ultrafast and Uv Laser Platforms for Precision Manufacturing At Photonics West 2026Lumentum Holdings Inc. announced its participation in SPIE Photonics West 2026, where it will showcase high-power ultrafast, UV, and 3D sensing laser solutions designed to meet the growing precision, throughput, and reliability demands of advanced manufacturing and sensing applications. Featured products include: PicoBlade®? Core - Lumentum's latest ultrafast laser platform delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining for printed circuit boards, battery cells, solar cells, and consumer electronics applications. The platform is available in NIR, Green and UV wavelengths. NQ-Series - The newest addition to Lumentum's nanosecond-pulsed laser portfolio, the NQ-Series delivers up to 500 uJ pulse energy of UV light at rates up to 60 kHz. Designed for high-throughput micromachining, the NQ-Series brings exceptional beam quality and reliability to address next-generation processing challenges. 3D Sensing VCSELs - Lumentum offers a broad portfolio of vertical-cavity surface-emitting laser (VCSEL) solutions supporting 3D sensing across a wide range of industrial and consumer applications. Scalable, high-volume manufacturing ensures consistent performance, high reliability, and power efficiency for use cases including depth sensing, object detection, and driver assistance systems.
お知らせ • Jan 06+ 1 more updateLumentum Holdings Inc. Announces Executive ChangesLumentum Holdings Inc. announced that on December 29, 2025, Matthew Sepe, Chief Accounting Officer and Senior Vice President, Finance, informed the Company of his planned retirement from the Company. Mr. Sepe will serve as the Company's Senior Vice President, Finance until his retirement in fall 2026 and will step down as the Company's Chief Accounting Officer effective as of the later of February 6, 2026 and the date upon which the Company files its Quarterly Report on Form 10-Q for the three months ended December 27, 2025. In connection with Mr. Sepe's retirement, the Board has appointed Eric Chang, who recently joined the Company as Senior Vice President, Finance, as Chief Accounting Officer effective upon the Effective Date. Mr. Chang, age 52, the Company's Senior Vice President, Finance, most recently served as Chief Financial Officer of Digilens Inc., from July 2025 until November 2025. Prior to joining Digilens, Mr. Chang served as VP, Chief Accounting Officer of Edgio Inc. from October 2022 until June 2025. Prior to Edgio, Mr. Chang served as VP, Finance and Accounting of Summit Interconnect Inc. from January 2022 until October 2022. Prior to joining Summit Interconnect, Mr. Chang served as Senior Vice President, Chief Financial Officer and Principal Accounting Officer of Aviat Networks Inc. from February 2016 until October 2021. Mr. Chang also served as Senior Director, Corporate Controller at Micrel, Incorporated, from November 2013 to February 2016, and as Senior Director, Assistant Corporate Controller and Memory Business Unit Controller at Atmel Corporation, from June 2007 to November 2013. Earlier in his career, Mr. Chang served as a Senior Manager at Ernst & Young LLP and as a Senior Associate at PricewaterhouseCoopers LLP, planning, administering and managing audit engagements of public companies in the high-tech industry and performing technical research of accounting, Sarbanes-Oxley Section 404, financial statements presentation and disclosure issues in accordance with US GAAP and SEC requirements. Mr. Chang holds a B.S. in Accounting and Computer Information Systems from Indiana University and is a certified public accountant.
お知らせ • Dec 16Lumentum Holdings Inc. Appoints Thad Trent to Board of DirectorsOn December 15, 2025, the board of directors of Lumentum Holdings Inc. appointed Thad Trent to serve as a member of the Board, effective immediately. Concurrent with his appointment to the Board, Mr. Trent was also appointed to serve on the Audit Committee of the Board. Mr. Trent will serve an initial term of office expiring at the Company’s 2026 annual meeting of stockholders and until his successor is duly elected and qualified. Mr. Trent, 58, has served as Executive Vice President and Chief Financial Officer at ON Semiconductor Corporation (onsemi), a semiconductor supplier of power and sensing solutions, since February 2021. Prior to onsemi, Mr. Trent was the Chief Financial Officer at Cypress Semiconductor Corporation, a semiconductor design and manufacturing company, from June 2014 until its sale to Infineon Technologies AG in April 2020, and was Vice President, Finance from October 2005 to June 2014. He held progressive leadership positions in finance at Wyle Electronics, Zaffire Inc., Scion Photonics Inc. and Wind River Systems Inc. from 1992 to 2005. Mr. Trent holds a Bachelor of Science degree in Business Administration and Finance from San Diego State University.
お知らせ • Nov 05Lumentum Holdings Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026Lumentum Holdings Inc. provided earnings guidance for the second quarter of fiscal year 2026. For the quarter, the company expects Net revenue in the range of $630 million to $670 million.
お知らせ • Oct 09Lumentum Holdings Inc. to Report Q1, 2026 Results on Nov 04, 2025Lumentum Holdings Inc. announced that they will report Q1, 2026 results After-Market on Nov 04, 2025
お知らせ • Oct 08Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025Lumentum Holdings Inc., Annual General Meeting, Nov 19, 2025.
お知らせ • Sep 30Lumentum Showcases New Products and Technologies at ECOC 2025 for AI and Data Center NetworksLumentum Holdings Inc. announced several live technology and product demonstrations at ECOC, the European Conference on Optical Communications, reinforcing the company's focus on enabling AI-driven data centers and the world's largest communications networks. During the exhibition, Lumentum will showcase multiple live demonstrations: ELSFP Transceivers for CPO Architectures: Lumentum is showcasing its development of external laser source (ELS) modules in the ELSFP pluggable form factor, designed to advance co-packaged optics (CPO) architectures in high-bandwidth environments such as hyperscale data centers and AI clusters. The demonstration highlights pluggable modules incorporating Lumentum's ultra-high-power (UHP) 1310 nm lasers, enabling next-generation switches and AI processors with integrated optical connectivity. By separating the laser source from the optical engine and placing it at the system faceplate, these modules improve thermal management and reliability, while their design enhances serviceability and modularity. The ELSFP form factor provides higher system density, lower thermal loads, and improved lifetime performance, all while maintaining standards compliance. This product is expected to be sampling in calendar First Quarter 2026. Lumentum is also demonstrating its 1.6T DR8 TRO OSFP pluggable transceiver module, which provides 8x200 Gbps data connectivity over 500 meters of single-mode fiber optics targeting hyperscale Cloud and AI applications. Its TRO or "Transmit-Retimed Optical" design offers a significantly lower power dissipation compared to a Fully Retimed Optical (FRO) transceiver module. The product leverages internal Lumentum manufacturing and components and is currently ramping into volume production. Extended C+L Ultrawideband Nano-iTLA Now Sampling: In addition, Lumentum is sampling its ultrawideband narrow-linewidth InP nano-iTLA. This new laser assembly provides full tunability across more than 12.4 THz, covering both the extended C- and L- bands making it ideally suited to support the increased bandwidth demand driven by AI data centers, data center interconnects (DCI), metro, and long-haul networks. Building on Lumentum's proven, world-class external cavity laser (ECL) technology, the ultrawideband nano-iTLA is delivered in the same compact, form factor as existing solutions, with a single wideband tunable laser. It offers best-in-class narrow-linewidth performance, enabling superior signal integrity and system reach. Initial units have been delivered to key customers for evaluation in next-generation optical networks.
お知らせ • Sep 24Lumentum Holdings Inc. Announces R64 Optical Circuit Switch for Ai Data CentersLumentum Holdings Inc. announced the expansion of its Optical Circuit Switch (OCS) product line with the new R64 platform. Based on Lumentum's proven MEMS technology, the device will launch as a 64x64-port product for lower-port-count applications within AI data centers. The company will feature the new product at the ECOC exhibition in Copenhagen, Denmark, from September 29-October 1. The Lumentum R64 OCS complements the high-port count R300 OCS, and leverages decades of in-house engineering expertise in MEMS technology used widely in telecom applications. With a deep patent portfolio and more than one trillion field mirror operating hours, the OCS is designed to provide unmatched performance and high reliability for AI data centers. Key Advantages of the R64 OCS: Low Power consumption: At less than 150 W for a switch capable of carrying over 100Tbps of optical traffic, the R64 changes how an AI data center can scale by offering 80% power reduction compared to packet-based switches. Exceptional Optical Performance: MEMS technology does not require light to pass through any active medium, giving exceptionally low insertion loss and almost no polarization dependence. Flexible Optical Design: The R64 platform allows scaling to 72x72 ports, uni- or bi-directional operation, and full any-to-any fiber connectivity which removes typical OCS connectivity restrictions for bi-directional applications. Wide Band Operation: The R64 is optimized for today's O-band applications and brings exceptional performance in the C-band, due to the future-proof, bandwidth-agnostic MEMS technology. Ultra Stable: Lumentum's proprietary MEMS design is inherently stable over product lifetimes, requiring no feedback mechanism. This avoids control loop dither noise from being introduced to the optical signal while reducing overall system complexity. Compact Footprint: The compact design packs in all required features into a 2RU form factor, including redundant power supplies and cooling fans. The R64 OCS adds to Lumentum's growing portfolio of innovative photonic solutions aimed at improving AI data center scalability. Systems will begin sampling with customers in calendar Fourth Quarter 2025, with general availability expected in the second half of 2026.
お知らせ • Aug 13+ 1 more updateLumentum Holdings Inc. Reports Intangible Assets Write-Off for the Quarter Ended June 28, 2025Lumentum Holdings Inc. reported Intangible assets write-off for the quarter ended June 28, 2025. For the quarter, the company reported Intangible assets write-off of $0.1 million.
お知らせ • Jul 15Lumentum Holdings Inc. to Report Q4, 2025 Results on Aug 12, 2025Lumentum Holdings Inc. announced that they will report Q4, 2025 results After-Market on Aug 12, 2025
お知らせ • Jun 24Lumentum Holdings Inc. to Highlight Latest Advancements At Laser World of Photonics Munich 2025Lumentum Holdings Inc. announced its participation in Laser World of Photonics 2025, taking place at the Trade Fair Center Messe Munchen in Munich, Germany. Lumentum will exhibit its broad portfolio of laser technologies at Hall A2, Stand 337, with a focus on solutions that drive the future of industrial photonics and precision manufacturing. Lumentum will display its latest advancements in ultrafast and nanosecond laser platforms, along with specialty fibers technologies, to support high-growth sectors including consumer electronics and energy storage. PicoBlade Core - The newest ultrafast laser platform from Lumentum delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining across printed circuit board, battery cell, solar cell, and consumer electronics applications. Q-Series®?- This line of high-power diode-pumped UV and green lasers offers leading pulse energy and peak power with exceptional stability and uptime. These products are ideal for high-precision processing across diverse materials and manufacturing environments. Q-Series Q391 - The latest addition to the Q-Series portfolio is a nanosecond-pulsed UV laser that delivers 1 millijoule pulse energies at up to 40 kHz. Designed for high-throughput micromachining, the Q391 brings exceptional beam quality and reliability to next-generation processing challenges. Specialty Fibers and Components - Produced using proprietary modified chemical vapor deposition and in-house rare-earth doping, these specialty fibers offer precise control over core size, numerical aperture, and absorption. Lumentum fibers and components integrate seamlessly into advanced photonic systems for industrial, scientific, and telecom applications. 3D Sensing for Industrial and Automotive - Lumentum offers a broad portfolio of vertical-cavity surface-emitting laser (VCSEL) solutions to support 3D sensing across diverse industrial and automotive applications. Scalable, high-volume manufacturing enables consistent performance, high reliability, and power efficiency for use cases including depth sensing, object detection, and driver assistance systems.
お知らせ • May 07Lumentum Holdings Inc. Provides Earnings Guidance for Fourth Quarter of 2025Lumentum Holdings Inc. provided earnings guidance for fourth quarter of 2025. For the quarter, the company expects Net revenue in the range of $440 million to $470 million.
お知らせ • Apr 23Lumentum Holdings Inc. to Report Q3, 2025 Results on May 06, 2025Lumentum Holdings Inc. announced that they will report Q3, 2025 results After-Market on May 06, 2025
お知らせ • Apr 02+ 1 more updateKeysight, NTT Innovative Devices, and Lumentum Achieve New Benchmark 448 Gbps Data Transmission for AI Data CentersKeysight Technologies, Inc., NTT Innovative Devices Corporation, and Lumentum Holdings Inc. announced a pioneering joint demonstration of 448 Gbps data transmission using 224 GBaud PAM4 optical technology at the Optical Fiber Communication Conference and Exhibition (OFC) 2025. This collaboration addresses the escalating bandwidth demands of artificial intelligence (AI) and machine learning (ML) applications, enabling the development of power-efficient 3.2 terabit (Tbps) interfaces for future data center networks. Applications beyond 128 GBaud demand a new class of generators that simultaneously provide high-speed, precision, and flexibility. Keysight addressed these challenges with the M8199B Arbitrary Waveform Generator, which offers a high-performing signal source for arbitrary signals with a sampling rate up to 256 GSa/s and analog bandwidth exceeding 80 GHz. Keysight is enabling the industry in the early R&D stage for 448 Gbps. During this early R&D innovation phase, experts explore various modulation schemes, including PAM4, PAM6, and PAM8. Notably, for 224 Gbps optical transmission, the industry has already embraced PAM4 as the preferred choice, highlighting the industry's commitment to pushing the boundaries of high-speed data transmission and setting new standards for the future. The joint demonstration consists of: Keysight's M8199B Arbitrary waveform Generator, the industry's fastest AWG, operating at 256 GSa/s with analog bandwidth exceeding 80 GHz. Keysight is enabling the industry in the early R&D stage for 448 Gbps. During this early R&D innovation phase, experts explore various modulation schemes, including PAM4, PAM6, and PAM8. Notably, for 224 Gbps optical transmission, the industry has already embraced PAM4 as the preferred choice, highlighting the industry's commitment to pushing the boundaries of high-speed data transmission and setting new standards for the future. AI and ML applications require ultra-fast, real-time data processing. The 448 Gbps transmission speed accelerates data movement between compute and network nodes, reducing latency and enhancing AI/ML model efficiency. As these models become increasingly complex, higher data throughput is essential to support scalability without bottlenecks. Additionally, this breakthrough improves data center efficiency, lowering operational costs and minimizing environmental impact. The demonstration utilizes two Keysight M8199B Arbitrary Waveform Generators with NTT’s advanced frequency-domain interleaver to generate 448 Gbps electrical signals with 224 Gbaud PAM4. This signal is used to drive a Lumentum indium phosphide (InP) externally-modulated laser (EML), showcasing the potential for high-speed, power-efficient optical interconnects. The successful generation of 240 Gbaud PAM4 was also demonstrated using the same hardware. The demonstration features the latest 224 GBaud and beyond PAM4 technology, which enables 448 Gbps per lane data transmission and paves the way for developing power-efficient 3.2T interfaces for data center networks (DCN). This achievement represents a significant leap forward in achieving higher data rates and improved signal integrity. The joint demonstration consists of: Keysight’s M8199B Arbitrary Waveform Generator, the industry’s fastest AWG, operating at 256 GSa/s with analog bandwidth exceeding 80 GHz. Keysight’s N1032A DCA-X Sampling Oscilloscope, ideal for analyzing high baud rate optical signals with up to 120 GHz optical bandwidth. NTT’s frequency-domain interleaver, available as Keysight M8159A, which extends the bandwidth of the M8199B AWG. Lumentum’s high-bandwidth InP externally-modulated laser (EML).
お知らせ • Apr 01Lumentum Holdings Inc. Unveils New Transceivers to Double Fiber Capacity Across Wide Range of Transmission DistancesLumentum Holdings Inc. announced limited sampling of its new 400/800G ZR+ L-band pluggable transceivers, along with general availability of its 800G ZR+ C-band module. Both products will be showcased in live demonstrations at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Lumentum Booth #2119 in San Francisco, California, April 1-3. The new L-band module extends transceiver operation into the L-band spectrum, effectively doubling the usable spectrum range and available fiber capacity. It delivers 800G data rates for data center interconnect (DCI) and metro applications, while supporting 400G data rates in long-haul deployments using quadrature phase shift keying (QPSK) for optimized reach and performance. The 400G ZR++ L-band module will be demonstrated alongside the TrueFlex®? Micro Twin 2x34 integrated C and L Wavelength Selective Switch (WSS), highlighting a comprehensive and cost-effective system-level solution. Lumentum's pluggable modules are designed for direct router-to-router connectivity, reducing overall system complexity and cost. Expanding access to fiber capacity is essential as data traffic driven by artificial intelligence (AI) and machine learning (ML) continues to grow at an unprecedented pace. Both the L-band and C-band modules help address global fiber shortages while enabling the rapid scaling of network transmission capacity.
お知らせ • Mar 28Lumentum Holdings Inc. to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure At Ofc 2025Lumentum Holdings Inc. will unveil its latest innovations in optical networking at the Optical Fiber Communications Conference and Exhibition (OFC) 2025, March 30-April 3 in San Francisco. At booth #2119, Lumentum will present advancements in high-speed data interconnect products and technologies, optical circuit switching (OCS), high-power pump lasers, and next-generation networking technologies, reinforcing its commitment to innovations that enable efficient scaling of AI-driven and cloud-scale networking architectures. With its broad portfolio of advanced optical components and indium phosphide (InP) photonic devices, Lumentum delivers high-performance, reliable solutions that support the growing demands of next-generation AI and data center infrastructure. Lumentum president and CEO Michael Hurlston will also join the CEO panel at the Optica Executive Forum on March 31 at the Marriott Marquis. Live Demonstrations: Advancing AI, Cloud, and Networking: Networking for AI/ML Workloads, Cloud Environments, and Coherent Data Center Interconnects: Featuring three dedicated racks spanning AI/ML front-end and back-end networks, data center interconnects (DCI), and longer-distance optical networks, Lumentum will showcase live demonstrations of its latest photonic technologies designed to meet the growing demands of AI clusters and hyperscale cloud infrastructure. A key highlight includes its OCS technology, which enhances scalability, efficiency, and power savings for AI/ML interconnects and cloud networking. Featured Products and Technology: AI/ML Back-End Network: 800G and 1.6T optical transceivers and OCS; Cloud Front-End Network: 400G, 800G short reach transceivers, and 800ZR transceivers; DCI and Long-Haul Networking: TrueFlex®?Micro Twin 2x34 integrated C and L wavelength selective switch (WSS), 800G ZR/ZR+ pluggable modules operating across both C and L transmission bands, including transmission over > 400km fiber; R300 OCS:Lumentum will demonstrate its new R300 OCS, a 300x300 port solution optimized for AI cluster interconnects and intra-data center networks. Currently sampling with hyperscale cloud customers, the R300 OCS will be available in the second half of 2025. Featuring MEMS-based optical switching based on over a trillion-field mirror operating hours and hundreds of patents, it provides a power-efficient, cost-effective alternative to traditional Ethernet architectures. Lumentum will also demonstrate 448 Gbps data transmission using 224 GBaud PAM4 externally-modulated laser (EML) technology in collaboration with Keysight Technologies and NTT Innovative Devices at booth #1301. Lumentum's high-bandwidth InP EML enables power-efficient, high-speed optical interconnects for AI and cloud infrastructure. This demonstration marks the first characterization of an InP modulator with PAM4 modulation at448 Gbps. M2 Series Pump Laser: High-Power Amplification for Next-Generation Optical Networks: Lumentum is introducing its M2 Series 980 nm Fiber Bragg Grating-Stabilized Pump Modules, designed for high-power optical amplification. Featuring a dual-chip architecture with independently controlled emitters in a compact 10-pin butterfly package, the M2 series delivers total output power ranging from 800 to 1800 mW.
お知らせ • Mar 27Lumentum Holdings Inc. to Showcase its R300 Optical Circuit Switch (OCS) 300x300 Port ProductLumentum Holdings Inc. announced that its R300 optical circuit switch (OCS) 300x300 port product is currently sampling with multiple hyperscale customers and is slated for general availability in the second half of 2025. The R300 is a breakthrough solution designed to enhance the scalability, performance, and efficiency of artificial intelligence (AI) clusters and intra-data-center networks. Lumentum will showcase the new product at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Booth #2119 in San Francisco CA, from April 1-3rd. The Lumentum OCS leverages decades of engineering expertise in developing and deploying high-performance, micro-electro-mechanical systems (MEMS) technology in demanding telecom applications. Based on over 1 trillion field mirror operating hours and a proven portfolio with hundreds of patents, the OCS is designed to provide high reliability and performance. As hyperscalers scale AI infrastructure to meet surging demand, optical switching offers a power-efficient, cost-effective, and reliable alternative to traditional Ethernet-based architectures. Lumentum estimates that adopting its OCS can reduce overall AI data center network power consumption by 65% or more in 100K-scale GPU deployments compared to InfiniBand or Ethernet solutions. Market research firm Cignal AI projects that the OCS market will surpass $1B by 2028, driven by AI and cloud network advancements. Key Benefits of the Lumentum OCS Major advantages include: Significant power savings. Reduces power consumption, compared to traditional Ethernet-based infrastructures. Ultra-low latency. Eliminates OEO conversion, reducing latency by 5X to 10X versus Ethernet switching. Ultra-wideband capability. Unlike liquid crystal-based switches, MEMS technology operates seamlessly across the O, C, or L optical bands, making it a future-proof solution for next-generation transmission technologies. Superior signal integrity. Low insertion and return loss, along with minimal polarization-dependent loss (PDL) and polarization mode dispersion (PMD), ensure exceptional optical performance. Exceptional stability. Lumentum's proprietary MEMS technology eliminates the need for closed loop control, reducing system complexity, while preventing dither noise - unwanted oscillations that can degrade signal performance. Enhanced reliability and availability. A modular design with redundant power supplies, fans and easily replaceable control electronics minimizes potential downtime.
