Demand for most of the company’s products is booming due to secular tailwinds. However, supply constraints and uncertainty about mobile phone demand are short-term negatives. Despite declining revenue as a […]

With basically all its segments booming, the company is experiencing the best of times. While Q3 will be seasonally weak in lasers and 3D-sensing, margins keep on expanding on product […]

The company is facing secular trends of demand for increased bandwidth most notably from the build-out of 5G, but it is also riding the 3D sensing wave. The company, on […]

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 […]

Notwithstanding headwinds in two of its four segments, Lumentum still produced decent results with an EPS of $1.15 for the quarter. The company is facing headwinds from datacom and Apple […]

We think investors should take advantage of the price weakness here as the company is booming, with the boom set to continue. Telecom has joined in the boom this time […]

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 […]

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 […]

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 […]