Lumentum

NetworkingSan Jose, CaliforniaLITE13,757 employees

More about Lumentum

Maker of optical and photonic components and modules, such as lasers and transceivers, used in cloud and AI data centers and communications networks

Revenue

$3.01B

Fiscal 2026 (ended June), up 83%

Employees

13,757

As of June 2026, full-time

Stock

LITE

Nasdaq

Headquarters

San Jose, California

CEO

Michael Hurlston

Since February 2025

Main businessesComponents, Systems

Current strategySelling optical links for AI data centers, including 1.6T cloud modules, as AI workloads drive demand

Recent workforce changesReduction in force during fiscal 2026 (July 2025 to June 2026), with $11.4M of restructuring charges

CompetitorsCoherent, Broadcom, Ciena

Checked October 11, 2026 · Sources: sec.gov, sec.gov (2), sec.gov (3)

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