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Posted by
Two Blokes Jun 9 -
Filed in
Stock
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Lumentum delivered strong Q3 results, beating revenue and EPS estimates, driven by robust demand in cloud and AI data center markets. CEO Michael Hurlston's strategic focus on EMLs and capacity expansion positions Lumentum for continued growth as optics and electronics converge. Despite tariff-related margin headwinds, Lumentum is mitigating risk by shifting production away from China and expects sequential margin improvement.
