11-02-2017, 11:19 PM
We wrote an article about the quarter:
Surprisingly soft Q1, especially where one would not expect it. That is datacom revenue disappointed. The 3D sensing bonanza was constrained in Q1, but is arriving in full force in Q2 and looks to continue for quite some time. There are also the first promising signs from the Chinese telecom market. So Q2 will be a big improvement over Q1, and the rest of the fiscal year also looks pretty good.
Accumulate Lumentum On Weakness - Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha