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11 Takeaways From The Lumentum Q3 Earnings

May 8th, 2018 · No Comments

  • There is surprising strength in telecom, commercial lasers and even datacom demand, although the latter suffers from price erosion.
  • The boom in 3D sensing is about to resume, and there are signs of a Chinese recovery.
  • The company is capacity constrained and is investing to adjust that. Despite that, cash generation is surprisingly strong.
  • All this would produce much higher share price if not for the US-Chinese trade tensions, which hit optical networking stocks particularly hard.

Source: 11 Takeaways From The Lumentum Q3 Earnings – Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha

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