)
Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Lumentum
Lumentum (LITE) investor relations material
Lumentum Mizuho Technology Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Mizuho Technology Conference 2026 summary9 Jun, 2026
Opening remarks and conference context
Conference convened at a pivotal time for technology, with AI driving transformative change across industries.
Nearly 500 investors are participating in keynotes, panels, and one-on-one meetings over two days.
Focus on deepening understanding of technology trends and strengthening investment conviction.
Industry trends and company growth
AI and photonics are fueling an unprecedented super cycle in the optics industry, with revenue poised to double previous records.
Top-line growth has reached 80–90% annually, with a fiscal 2028 target of $8 billion and a $90 billion TAM.
Major transitions underway from copper to optical interconnects, with increasing bandwidth and ASPs.
Product and technology leadership
Dominates the externally-modulated laser (EML) market, supplying key players like NVIDIA and Google as the industry shifts to 1.6T and beyond.
Scale-out business includes EMLs, transceivers, and high-powered lasers for CPO switches, with strong incremental revenue expected.
Near-packaged optics (NPO) is emerging as a significant opportunity, potentially larger than CPO.
Compare CPO and NPO market opportunities
Greensboro fab incremental revenue potential
Substrate supply chain geopolitical risks
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Lumentum
- AI photonics and optical innovation drive $3B+ revenue and 20%+ margin targets.LITE
Investor Briefing8 Jul 2026 - Revenue up 58% to $533.8M, non-GAAP EPS $1.10, and margins expanded on strong AI/cloud demand.LITEQ1 20268 Jul 2026
- Q2 revenue and EPS exceeded guidance, led by cloud demand and record EML shipments.LITEQ2 20258 Jul 2026
- Record datacom chip orders and cloud/AI demand drive strong growth outlook for 2025.LITEQ4 20248 Jul 2026
- AI-driven optical demand, CPO adoption, and strategic LTAs drive growth and pricing power.LITEBank of America 2026 Global Technology Conference3 Jun 2026
- Hyperscaler demand is fueling a multi-year optical growth cycle with margin and capacity expansion.LITEJ.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May 2026
- Q3 FY26 revenue soared 90% YoY to $808.4M, with record margins and robust Q4 guidance.LITEQ3 20266 May 2026
- AI-driven optical networking demand is driving record growth, capacity expansion, and new multi-billion deals.LITENokia Oyj Optical Fiber Communication Conference 202617 Mar 2026
- NVIDIA's $2B investment accelerates capacity, CPO, and OCS growth amid surging optical demand.LITEMorgan Stanley Technology, Media & Telecom Conference 20262 Mar 2026
Next Lumentum earnings date
Q4 202611 Aug, 2026
Lumentum
Next Lumentum earnings date
Q4 202611 Aug, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage