{"city":"San Jose","name":"Lumentum","slug":"lumentum","facts":[{"date":"2026-09-18","type":"revenue_band","value":"More than $500 million","source":"rsshub.bkraju.com — 2026-09-18"},{"date":"2026-09-02","type":"partnership","value":"Nvidia invested across Coherent, Lumentum, and Marvell to advance optical networking technology","source":"The Register"},{"date":"2026-09-02","type":"funding_round","value":"Nvidia invested across Coherent, Lumentum, and Marvell","source":"The Register"},{"date":"2026-08-19","type":"revenue_band","value":"Fiscal Q1 2027 revenue of $1.225-$1.275 billion","source":"semiconductor-today.com"},{"date":"2026-08-19","type":"partnership","value":"Pump-laser shipments grew 80% year-on-year for a second consecutive quarter and were effectively sold out","source":"semiconductor-today.com"},{"date":"2026-08-19","type":"revenue","value":"Fiscal 2026 revenue","source":"semiconductor-today.com"}],"peers":[{"name":"Dongshan Precision","rank":13,"slug":"dongshan-precision","score":"98"},{"name":"Coherent","rank":19,"slug":"coherent","score":"96"},{"name":"Corning","rank":28,"slug":"corning","score":"94"},{"name":"Innolight","rank":29,"slug":"innolight","score":"94"},{"name":"T&S Communications","rank":35,"slug":"t-s-communications","score":"93"},{"name":"Huagong Tech","rank":55,"slug":"huagong-tech","score":"90"}],"stage":null,"state":"California","aliases":["Lumentum Holdings","LITE"],"country":"United States","domains":[{"why":"Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks.","list":"AI Infra 100","rank":85,"tier":"member","layer":"Networking & interconnect","total":85,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":8,"commercial":10,"deployment":8,"production":10,"technology":8},"edition":"November 2026","segment":"Optical & photonic interconnect"}],"founded":null,"signals":[{"date":"2026-10-29","header":"Marvell Technology is in talks to acquire Lumentum.","outlet":"36Kr newsflashes"},{"date":"2026-10-26","header":"AI infrastructure and semiconductor stocks rose in U.S. trading on October 26, 2026.","outlet":"Yicai"},{"date":"2026-10-19","header":"Six optoelectronics makers are investing in VCSEL-based near-packaged optics for data-center networks","outlet":"semiconductor-today.com"},{"date":"2026-10-19","header":"Six optoelectronics makers are investing in VCSEL-based near-packaged optics for data-center networks.","outlet":"semiconductor-today.com"},{"date":"2026-10-13","header":"Lumentum, Astera Labs and Corning are demonstrating 1060nm VCSEL-based PCIe-over-optics connectivity for AI racks.","outlet":"semiconductor-today.com"},{"date":"2026-10-13","header":"U.S. optical-communications stocks fell sharply on October 12.","outlet":"Yicai"}],"website":"lumentum.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-30T10:01:08.548+00:00","facts_total":239,"positioning":"Optical component and module maker (lasers, optical circuit switches, cloud transceivers) whose growth now comes from in-rack optics: CPO lasers, external laser sources and near-packaged optics for hyperscalers.","sub_category":"Optical & photonic interconnect","signals_total":312,"url":"https://www.frontiertechintelligence.com/companies/lumentum","title":"Lumentum · ai core, San Jose, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks. AI Infra 100 rank 85 (score 85) 312 signals and 239 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}