Needham sees 2025 transceiver sales soaring 50% YoY to $15B, a boon to companies including Lumentum, Coherent, and Fabrinet.

Surging demand for optical components in AI data centers has helped Lumentum record solid growth. The tech-heavy Nasdaq ...

Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal fourth quarter and full year 2025 financial results on Tuesday, August 12, 2025, after the market closes.