- 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.
11 Takeaways From The Lumentum Q3 Earnings
May 8th, 2018 · No Comments