What Lumentum shipped in May 2026

MEMS Mirrors and the Evolution of Optical Switching in AI Data Centers

Lumentum introduced MEMS-based Optical Circuit Switches (OCS) leveraging decades of proven MEMS mirror technology from telecom WSS deployments. The OCS platform offers low insertion loss, protocol tra…

Ask the Expert Video Series: Episode 1 with Matt Sysak

Lumentum launches a new video series featuring expert interviews, starting with Matt Sysak. The series aims to provide insights and thought leadership in their field.

News Details

Lumentum will join the Nasdaq-100 Index on May 18, 2026, marking a major milestone in its growth as a leader in optical and photonic products for AI-driven infrastructure. CEO Michael Hurlston highlig…

Lumentum announced participation in eight investor events from May 14 to June 17, 2026, including virtual and in-person conferences hosted by major firms like J.P. Morgan, BofA Securities, and Mizuho.

VCSEL-Based Interconnect for Scale-Up Networks

Lumentum highlights its VCSEL (Vertical-Cavity Surface-Emitting Laser) technology for high-scale interconnect solutions in networking infrastructure, emphasizing performance and scalability.

Greensboro, NC Ribbon-Cutting Event

Lumentum hosted a ribbon-cutting event in Greensboro, NC, likely marking the opening or expansion of a new facility or operation.

Lumentum reported a record $808.4M in Q3 FY2026 revenue, up 90% YoY, with GAAP net income of $144.2M and non-GAAP net income of $225.7M. Gross margin expanded by 540bps QoQ and 1,540bps YoY, driven by

Lumentum Holdings opens new manufacturing facility in Greensboro

Lumentum Holdings opened a 240,000 sq ft manufacturing facility in Greensboro, NC, investing hundreds of millions to produce advanced optical components for AI data centers. The site, acquired from Qo…