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Lumentum Q4: Take Aways

August 23rd, 2017 · No Comments

  • Lumentum’s shares performed a dramatic turn-around after the conference call.
  • The quarter was a mixed bag, with booming 100G and VSCELs, but soft lasers and telecom.
  • On balance, the tailwinds are likely to be more enduring than the headwinds, so we’re fairly optimistic for the shares.

Source: Lumentum Q4: Take Aways – Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha

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