Lumentum Holdings is a provider of optical and photonic products operating in two segments: Cloud & Networking and Industrial Tech. Cloud & Networking supplies chips, components, modules, and subsystems to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturers. Industrial Tech produces solid-state, fiber, diode, and gas lasers for consumer 3D sensing and industrial manufacturing applications including semiconductor fabrication and electric vehicle production.
The company has manufacturing facilities in North America, Asia-Pacific, and Europe and employed approximately 10,562 employees as of June 2025, with headquarters in San Jose, California. Demand for Cloud & Networking products is driven by cloud computing expansion, AI/ML workloads, and data center interconnect requirements. Lumentum was spun off from JDS Uniphase in 2015.
Asia Pacific 32% · Americas 15% · HK 13% · US 10% · …
geographic · FY2025 (ended Jun 2025) · share of tagged segment revenue (10-K XBRL, as filed)
