Lumentum Holdings Inc.

Lumentum Holdings Inc. is a leading provider of optical and photonic products. The company operates in two reportable segments: Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems. These products are supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturers for building cloud data center and network infrastructures. They enable high-capacity optical links for cloud computing, AI/ML workloads, data center interconnect (DCI) applications, and communications service provider networks, supporting access, metro, long-haul, and submarine network infrastructure. These products also serve enterprise network infrastructure needs, including storage area networks (SANs), local area networks (LANs), and wide area networks (WANs). The Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers. In the consumer market, these laser light sources are integrated into customers' 3D sensing cameras, primarily for mobile devices. In the industrial manufacturing market, these lasers are embedded in machine tools for precision material processing in semiconductor and microelectronics fabrication, electric vehicle and battery production, metal cutting and welding, and advanced manufacturing.