Lumentum to be acquired by Marvell in all-stock deal
The transaction has an implied enterprise value of $115 billion, with Lumentum stockholders receiving 4.500 Marvell shares per share, a 23.9% premium.
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Optical and photonic technologies provider
lumentum.com- Headquarters
- San Jose, United States
- Founded year
- 2015
- Company type
- Public company
- Number of employees
- 10,000+
- Industry
- Communications & Networking
Last updated
Latest news about Lumentum
In short: Lumentum became the subject of reported advanced talks for a potential Marvell acquisition amid surging AI-optics demand.
Company announcements
Lumentum posts $1.26 billion first quarter fiscal 2027 revenue
Net revenue rose 136.5% year over year with non-GAAP operating margin of 42.3%; it forecasts second quarter revenue of $1.575-1.625 billion.
Lumentum announces fiscal Q4 and full year 2026 results
Fourth quarter net revenue was $1.01 billion with non-GAAP EPS of $3.23. Q1 FY2027 revenue guidance is $1.225 to $1.275 billion.
Lumentum highlights optical components as backbone of AI infrastructure
AI clusters require optical connectivity for bandwidth and power efficiency, driving demand for Lumentum's InP lasers and manufacturing expansion, with a $2 billion NVIDIA investment.
Media coverage
Lumentum Stock Gains After $5 Billion Co-Packaged Optics Win
Lumentum Holdings Inc. (LITE), which makes lasers and optical components for AI data centers and...
Lumentum (LITE) Stock Plummets Over 18% After Acquisition News,
On November 03, 2026, Lumentum Holdings Inc (LITE) faced a significant decline in its stock price,...
Micron is the Real Loser in Lumentum Deal Which Assumes “Market Will Collapse in Two to Three Years”
Key TakeawaysMarvell agreed to buy Lumentum in an all-stock deal valued at $115 billion, and Lumentu...
Lumentum beats Q1 estimates with $4.57 EPS as AI optics demand surges
Lumentum beat Q1 estimates with $4.57 adjusted EPS and $1.263 billion in sales, up 136.5%, and guided Q2 revenue up to $1.625 billion.
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