Lumentum: The Rally May Not Be Over Lumentum's Q4 revenue surged 109% to $1.006 billion, while gros...
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Lumentum: The Rally May Not Be Over Lumentum's Q4 revenue surged 109% to $1.006 billion, while gross margin reached 50.4%, far earlier than management's historical model implied. OCS revenue should exceed $100 million quarterly as Lumentum expands deeper into higher-value AI networking and systems infrastructure. Laser demand continues exceeding capacity, while 1.6T, CPO and external laser sources provide overlapping growth drivers through 2027 and 2028.
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