Lumentum Holdings Inc.

Lumentum Holdings Inc. is a global leader in optical and photonic technologies, providing optical and photonic products. The company's products are used in cloud, artificial intelligence and machine learning (AI/ML), telecommunications, consumer, and industrial end-market applications. Lumentum operates as a single, integrated enterprise with one reportable segment. The company disaggregates revenue by product type, which are Components and Systems, and by geography. Components are individual building blocks that are not complete solutions on their own but enable system functionality. This category includes semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. These are supplied to customers who integrate them into their own full system solutions. Components, such as optical chips and subsystems, are provided to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers. Systems are complete, stand-alone solutions that deliver full functionality to the end customer. This category includes optical modules, optical circuit switches, and industrial lasers like short-pulse solid-state lasers and kilowatt-class fiber lasers. These products integrate multiple technologies and subsystems into a finished solution that can be deployed and used independently. Lumentum's products enable high-capacity optical links for cloud computing, AI/ML workloads, and data center interconnect (DCI) applications, as well as for communications service provider networks. Offerings support access (local), metro (intracity), long-haul (intercity and global), and submarine (undersea) network infrastructure. Products also serve enterprise network infrastructure needs, including storage area networks (SANs), local area networks (LANs), and wide area networks (WANs).