• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    Lumentum Showcases Next-Generation InP Chip Solutions Enabling Scalable AI Data Centers at OFC 2025

    4/1/25 8:31:00 AM ET
    $LITE
    Telecommunications Equipment
    Telecommunications
    Get the next $LITE alert in real time by email

    Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today new advancements in foundational indium phosphide (InP) photonic chip technologies designed to deliver higher bandwidth and more power efficient connectivity for next-generation AI-driven data centers. Lumentum's latest InP innovations — enabling future 400 Gbps-per-lane optical links, more efficient 200 Gbps-per-lane optical links, and co-packaged optics — will be showcased in live demonstrations and a technical presentation at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Lumentum booth #2119 in San Francisco, California, April 1-3.

    As AI workloads grow exponentially, optical link speeds in AI back-end networks are doubling approximately every two years — driving a critical need for innovation in leading-edge photonic technologies. At the same time, power availability and cooling requirements are placing increasing constraints on data centers, making energy efficiency more important than ever. Lumentum's InP component technologies directly address both challenges by enabling power-efficient bandwidth scaling in photonic interconnects.

    "Building on decades of InP expertise, Lumentum is driving industry technology leadership and volume production readiness for the future 400G per lane generation of optical interconnects, along with more efficient 200G per lane optical interconnects, to enable data center compute capacity scaling," said Matt Sysak, Lumentum CTO of Cloud and Networking. "Lumentum InP technology is also enabling new co-packaged optics solutions to significantly reduce power consumption in AI data center networks, supporting larger AI installations and accelerating the transition from copper to photonic interconnects."

    Advancing 400 Gbps-per-Lane Laser Technology

    Lumentum is demonstrating 400 Gbps-per-lane photonic technologies poised to enable the 3.2T generation of optical transceivers at OFC 2025 in live demonstrations and partner announcements, including:

    • 448G EML: Lumentum will demonstrate 448 Gbps data transmission using a 224 GBaud PAM4 externally modulated laser (EML) technology in collaboration with Keysight Technologies and NTT Innovative Devices at booth #1301. Lumentum's high-bandwidth InP EML will enable next generation power-efficient, high-speed optical interconnects for AI and cloud infrastructure.
    • 450G PAM4 DFB-MZI: A live demonstration of Lumentum's 450 Gbps PAM4 distributed feedback (DFB) laser with an integrated Mach-Zehnder (MZI) modulator will highlight another of Lumentum's 400 Gbps-per-lane technologies. Also based on Lumentum's high-speed InP photonic technology platform, the DFB-MZI provides superior chirp control, power efficiency, and reduced signal distortion, which are critical advantages for longer reach applications and complements Lumentum's 400 Gbps-per-lane EML technology. See the demonstration at booth #2119.

    High-Efficiency 200 Gbps-per-Lane Transmitter Technology

    Lumentum today delivers best-in-class transmit and receive components designed to meet the demands of next-generation AI data centers. Transitioning from 100 Gbps to 200 Gbps lane speed enables data center bandwidth scaling to support accelerated AI workloads. Lumentum's 200 Gbps-per-lane InP EMLs are available now.

    To address power challenges in bandwidth scaling, Lumentum engineers presented a technical paper at OFC 2025 detailing results from Lumentum's new 200 Gbps-per-lane differential drive electro-absorption modulated laser (DD EML). These lasers operate at a lower drive voltage, reducing power dissipation while offering excellent signal integrity and cross-talk immunity.

    Complementing the 200G EMLs is Lumentum's 200G Lens Integrated Photodiode (LIPD) which features high responsivity and wide bandwidth. The 200G LIPD integrates seamlessly with flip-chip bonding techniques.

    Ultra-High-Power Lasers for Co-Packaged Optics

    Lumentum's breakthrough ultra-high power (UHP) 1310 nm DFB lasers are engineered for the demanding requirements of co-packaged optics (CPO) to support higher-density optical interconnects with enhanced power efficiency, reliability, and density. The UHP platform's proven high reliability is rooted in Lumentum's long-standing leadership in InP pump lasers for demanding Raman amplification applications.

    Lumentum was recently selected as an NVIDIA silicon photonics ecosystem partner and Lumentum's ultra-high-power, high-efficiency lasers are integrated into NVIDIA's newly announced Spectrum-X Photonics and Quantum-X Photonics networking switches.

    InP photonic technology is a critical enabler of AI data center compute capacity growth. Lumentum continues to innovate and be at the forefront of InP photonic technology and is collaborating closely with industry leaders to shape long-term technology roadmaps. By advancing next-generation InP photonic solutions, the company is enabling power-efficient bandwidth scaling in optical interconnects.

    About Lumentum

    Lumentum (NASDAQ:LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems are part of virtually every type of telecom, enterprise, and data center network. Lumentum lasers enable advanced manufacturing techniques and diverse applications, including next-generation 3D sensing capabilities. Lumentum is headquartered in San Jose, California, with R&D, manufacturing, and sales offices worldwide. For more information, visit www.lumentum.com and follow Lumentum on Bluesky, Facebook, Instagram, LinkedIn, X, and YouTube.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20250401909335/en/

    Lumentum Contact Information:

    Investors: Kathy Ta, 408-750-3853; [email protected]

    Media: Noël Bilodeau, 408-439-2140, [email protected]

    Get the next $LITE alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $LITE

    DatePrice TargetRatingAnalyst
    4/7/2025Market Perform → Outperform
    Northland Capital
    3/24/2025$96.00 → $82.00Outperform → Strong Buy
    Raymond James
    3/11/2025$92.00Neutral → Outperform
    Exane BNP Paribas
    2/21/2025Buy
    Jefferies
    1/17/2025$80.00 → $125.00Underweight → Overweight
    Barclays
    8/15/2024$65.00 → $70.00Buy
    Needham
    12/22/2023Hold → Buy
    Craig Hallum
    8/18/2023$67.00 → $62.00Neutral → Buy
    Rosenblatt
    More analyst ratings

    $LITE
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Lumentum Announces Fiscal Third Quarter 2025 Financial Results

      Net revenue of $425.2 million GAAP gross margin of 28.8%; Non-GAAP gross margin of 35.2% GAAP operating loss of 8.9%; Non-GAAP operating margin of 10.8% GAAP diluted net loss per share of $0.64; Non-GAAP diluted net income per share of $0.57 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal third quarter ended March 29, 2025. "In my first 90 days as CEO, it's become clear that Lumentum is uniquely positioned to lead as the convergence of optics and electronics accelerates AI data center scaling. Our innovations—from advanced EMLs to ultra-high-power lasers—are driving transformative power efficiencies across cloud, AI, and long-haul network

      5/6/25 4:03:00 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum Announces Upcoming Investor Events

      Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled participate in the following investor events: Event:   20th Annual Needham Technology, Media & Consumer 1x1 Conference (Virtual) Date:   Friday, May 9, 2025 Meeting Availability:   10:00 a.m. – 3:30 p.m. Eastern Time     Event:   53rd Annual J.P. Morgan Global Technology, Media and Communications Conference, Boston Date:   Tuesday, May 13, 2025 Webcast Link:   https://jpmorgan.metameetings.net/events/tmc25/sessions/313247-lumentum-holdings-inc/webcast?gpu_only=true&kiosk=true Presentation Time:   11:30 a.m. Eastern Time    

      5/2/25 8:00:00 AM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum to Announce Fiscal Third Quarter 2025 Financial Results on May 6, 2025

      Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal third quarter 2025 financial results on Tuesday, May 6, 2025, after the market closes. Lumentum will hold a conference call the same day at 2:00 p.m. PT/5:00 p.m. ET. A live webcast of the call and the replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. To participate via telephone: Dial-In: (833) 470-1428 or (404) 975-4839 Conference ID: 629794 The Company recommends participants dial in at least 10 minutes before the scheduled start to minimize potential delays in joining the call. Lumentum also encourages those who plan to dial into the conference

      4/22/25 4:04:00 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications

    $LITE
    Financials

    Live finance-specific insights

    See more
    • Lumentum Announces Fiscal Third Quarter 2025 Financial Results

      Net revenue of $425.2 million GAAP gross margin of 28.8%; Non-GAAP gross margin of 35.2% GAAP operating loss of 8.9%; Non-GAAP operating margin of 10.8% GAAP diluted net loss per share of $0.64; Non-GAAP diluted net income per share of $0.57 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal third quarter ended March 29, 2025. "In my first 90 days as CEO, it's become clear that Lumentum is uniquely positioned to lead as the convergence of optics and electronics accelerates AI data center scaling. Our innovations—from advanced EMLs to ultra-high-power lasers—are driving transformative power efficiencies across cloud, AI, and long-haul network

      5/6/25 4:03:00 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum to Announce Fiscal Third Quarter 2025 Financial Results on May 6, 2025

      Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal third quarter 2025 financial results on Tuesday, May 6, 2025, after the market closes. Lumentum will hold a conference call the same day at 2:00 p.m. PT/5:00 p.m. ET. A live webcast of the call and the replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. To participate via telephone: Dial-In: (833) 470-1428 or (404) 975-4839 Conference ID: 629794 The Company recommends participants dial in at least 10 minutes before the scheduled start to minimize potential delays in joining the call. Lumentum also encourages those who plan to dial into the conference

      4/22/25 4:04:00 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum Announces Fiscal Second Quarter 2025 Financial Results

      Net revenue of $402.2 million GAAP gross margin of 24.8%; Non-GAAP gross margin of 32.3% GAAP operating loss of 12.8%; Non-GAAP operating margin of 7.9% GAAP diluted net loss per share of $0.88; Non-GAAP diluted net income per share of $0.42 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal second quarter ended December 28, 2024. "In the second quarter, we exceeded the high end of our guidance ranges for both revenue and earnings per share, driven by strong demand in the cloud end market. This is an exciting time for Lumentum as we position ourselves to capitalize on expanding cloud opportunities and the recovery of the broader network

      2/6/25 4:03:00 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications

    $LITE
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Lowe Alan S covered exercise/tax liability with 76,653 shares and was granted 62,345 shares, decreasing direct ownership by 5% to 279,910 units (SEC Form 4)

      4 - Lumentum Holdings Inc. (0001633978) (Issuer)

      2/24/25 8:56:24 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • EVP & CHIEF FINANCIAL OFFICER Ali Wajid sold $170,161 worth of shares (2,172 units at $78.34), decreasing direct ownership by 4% to 51,976 units (SEC Form 4)

      4 - Lumentum Holdings Inc. (0001633978) (Issuer)

      2/20/25 6:53:54 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • PRESIDENT, CLOUD & NETWORKING Wupen Yuen covered exercise/tax liability with 1,843 shares, decreasing direct ownership by 2% to 95,502 units (SEC Form 4)

      4 - Lumentum Holdings Inc. (0001633978) (Issuer)

      2/19/25 5:45:49 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications

    $LITE
    SEC Filings

    See more
    • Lumentum Holdings Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - Lumentum Holdings Inc. (0001633978) (Filer)

      5/6/25 4:26:14 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • SEC Form S-8 filed by Lumentum Holdings Inc.

      S-8 - Lumentum Holdings Inc. (0001633978) (Filer)

      4/14/25 4:43:46 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • SEC Form SCHEDULE 13G filed by Lumentum Holdings Inc.

      SCHEDULE 13G - Lumentum Holdings Inc. (0001633978) (Subject)

      2/28/25 9:28:05 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications

    $LITE
    Leadership Updates

    Live Leadership Updates

    See more
    • Lumentum Appoints New Board Member

      Paul Lundstrom Brings Wealth of Knowledge in Finance, Manufacturing, and Business Transformation Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products for cloud, networking and industrial applications, today announced the appointment of Paul Lundstrom to the company's Board of Directors, effective immediately. This election expands the membership to nine members, eight of whom are independent. "I am excited to welcome Paul to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of knowledge and expertise in corporate finance, manufacturing and business transformation

      12/12/24 4:32:00 PM ET
      $FLEX
      $LITE
      $NXT
      $AJRD
      Electrical Products
      Technology
      Telecommunications Equipment
      Telecommunications
    • Lumentum Appoints Jae Kim as Senior Vice President, General Counsel and Secretary

      Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced the appointment of Jae Kim as Senior Vice President, General Counsel and Corporate Secretary, reporting to Alan Lowe, President and Chief Executive Officer. In this role, Kim will be responsible for leading Lumentum's Legal department, including Corporate Affairs, Commercial Transactions, Trade Compliance, and Intellectual Property. He will also be responsible for Facilities, Real Estate and Security. Kim succeeds Judy Hamel, who will be retiring from Lumentum after serving as Senior Vice President, General Counsel and Secretary since 2015. She previ

      3/4/24 8:30:00 AM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum Announces Appointment of New Board Member

      SAN JOSE, Calif., Feb. 23, 2023 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced the appointment of Pamela Fletcher as an independent member of the Company's Board of Directors, effective immediately. This election expands the membership to nine members, eight of whom are independent. "I am excited to welcome Pam to the Lumentum Board," said President and Chief Executive Officer, Alan Lowe. "She brings a wealth of knowledge and expertise in key sectors of interest to us, as well a fresh perspective on critical growth levers such as sustainability and innovation. I am confident that she

      2/23/23 8:30:00 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications

    $LITE
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Lumentum upgraded by Northland Capital

      Northland Capital upgraded Lumentum from Market Perform to Outperform

      4/7/25 8:10:39 AM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum upgraded by Raymond James with a new price target

      Raymond James upgraded Lumentum from Outperform to Strong Buy and set a new price target of $82.00 from $96.00 previously

      3/24/25 8:26:08 AM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Lumentum upgraded by Exane BNP Paribas with a new price target

      Exane BNP Paribas upgraded Lumentum from Neutral to Outperform and set a new price target of $92.00

      3/11/25 7:39:02 AM ET
      $LITE
      Telecommunications Equipment
      Telecommunications

    $LITE
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Lumentum Holdings Inc.

      SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)

      11/14/24 7:53:37 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Amendment: SEC Form SC 13G/A filed by Lumentum Holdings Inc.

      SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)

      11/7/24 2:29:05 PM ET
      $LITE
      Telecommunications Equipment
      Telecommunications
    • Amendment: SEC Form SC 13G/A filed by Lumentum Holdings Inc.

      SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)

      11/6/24 10:02:57 AM ET
      $LITE
      Telecommunications Equipment
      Telecommunications