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Lumentum quarterly revenue grows 10% year-on-year despite manufacturing capacity constraints
What happened
Lumentum reported Q2 FY2025 revenue of $402.2M, exceeding guidance and growing 10% YoY and 19% QoQ, driven by strong demand from cloud and data center interconnect customers. The company achieved this growth despite facing manufacturing capacity constraints. Bullish: Strong demand exceeding constrained supply in key optical networking components signals potential for price pressure and allocation tightening.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Optical ComponentsLasersData Center Interconnect (DCI)
Lumentum Holdings Inc.
earnings-beatstrong-demandcapacity-constrained
Source and time
Source: Semiconductor Today · 3/3/2025 · View original source
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