Latest Lumentum News & Updates

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Lumentum

Optical and photonic technologies provider

lumentum.com
Headquarters
San Jose, United States
Founded year
2015
Company type
Public company
Number of employees
10,000+

Last updated

Latest news about Lumentum

In short: Lumentum reported record growth for the third quarter of fiscal 2026, driven by a surge in artificial intelligence networking and hyperscaler demand.

Company announcements

  • Lumentum

    Lumentum demonstrates VCSEL-based scale-up architecture

    It uses compact 10 Tbps optical engines for scalable, energy-efficient GPU connectivity beyond 80 Tbps.

  • Lumentum

    Lumentum reports AI-driven demand boosting performance

    CEO discusses hyperscale investments, NVIDIA-enabled US manufacturing expansion in North Carolina, and hiring to meet optical technology demand.

  • Lumentum

    Lumentum opens new North Carolina facility

    It supports AI infrastructure, expands U.S. manufacturing, and increases InP capacity. The ribbon-cutting featured guests and community.

  • Lumentum

    Lumentum announces Q3 FY2026 financial results

    Net revenue reaches $808.4 million, up 90% YoY. GAAP EPS is $1.50; non-GAAP EPS is $2.37. Q4 guidance projects $960M-$1.01B revenue.

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