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What happened

Lumentum Holdings reported a modest full-year revenue increase of 3.2% to $1.767 billion for fiscal 2023. The earnings report provides a financial health update for a key supplier in the optical networking and industrial laser component markets. Neutral: The data point alone is insufficient to signal a clear supply/demand shift for specific components.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

Optical ComponentsLasers

Lumentum Holdings Inc.

earnings-reportrevenue-growth

Source and time

Source: Semiconductor Today · 8/21/2023 · View original source

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Lumentum quarterly revenue grows 10% year-on-year despite manufacturing capacity constraintsSemiconductor Today · 3/3/2025
Lumentum’s quarterly revenue up 13.3% year-on-year to $506mSemiconductor Today · 2/15/2023
Lumentum’s June-quarter revenue and EPS exceed raised guidanceSemiconductor Today · 8/22/2025
Lumentum’s quarterly revenue falls 24.2% sequentially due to customer inventory digestionSemiconductor Today · 5/26/2023
Lumentum reduces March-quarter revenue guidance from $430-460m to $380-384mSemiconductor Today · 4/6/2023
Lumentum’s quarterly revenue falls 5.7% year-on-year to $395.4mSemiconductor Today · 5/11/2022

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What happened

Impact and signal

Affected components and suppliers

Source and time

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