- The company has experienced strong growth in 3D sensing and ROADMs, and it is pruning its business of low value-added products (mostly in datacom).
- It has absorbed the Oclaro acquisition very well and there are additional synergies, producing considerable leverage.
- There is risk from the trade and technology war still, even if the impact on the company so far has been fairly muted.
Lumentum Can Still Thrive
September 1st, 2019 · No Comments