Lumentum Holdings: Key Technologies for AI Data Centers Become Multi-Billion Dollar Markets – Quarterly Revenue of $600 Million in Sight!

Lumentum provides key technologies for fast and energy-efficient data transmission in cloud and AI data centers. The CEO speaks of markets worth billions and the beginning of market share gains. The largest order in the company's history was received for Co-Packaged Optics. By providing their products to the three largest served hyperscalers, the growth target of 50% compared to the previous quarter was exceeded. Commitments and volumes are increasing. The revenue and profit outlook have been raised. By the second quarter of 2026, a...