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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
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Latest events from Lumentum
- AI-driven optical demand, CPO adoption, and strategic LTAs drive growth and pricing power.LITE
Bank 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
- Q2 FY2026 revenue up 65.5% to $665.5M, margins and outlook strong, OCS backlog tops $400M.LITEQ2 20264 Feb 2026
- Strong demand and capacity constraints drive elevated pricing and rapid technology shifts through 2027.LITEBarclays 23rd Annual Global Technology Conference3 Feb 2026
- High-speed transceiver demand surges, with major growth and margin recovery targeted for 2025.LITEBofA Securities 2024 Global Technology Conference1 Feb 2026
- Q4 FY24 beat guidance on strong datacom and cloud/AI demand; growth expected into 2025.LITEQ4 20241 Feb 2026
Next Lumentum earnings date
Q4 202611 Aug, 2026
Lumentum
Next Lumentum earnings date
Q4 202611 Aug, 2026
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@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
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