# Lumentum

> Lumentum is a San Jose photonics manufacturer whose lasers, optical transceivers, amplifiers, wavelength-management systems and optical switches move data through telecom networks, cloud facilities and increasingly large AI clusters. Born from JDSU's communications and commercial-optics business in 2015, it sells components and complete modules to hyperscalers, network-equipment makers and industrial manufacturers. Its edge is vertical depth in indium-phosphide laser design, photonic integration, packaging and high-volume production - a combination reinforced by the acquisitions of Oclaro, NeoPhotonics and Cloud Light and by a 2026 strategic agreement and $2 billion investment from NVIDIA.

- **Founded:** 2015
- **Headquarters:** San Jose, United States
- **Founders:** Alan Lowe (Founding president and CEO)
- **Team size:** Approximately 11,000 employees worldwide
- **Products:** High-speed data-center lasers, Datacom transceivers, R300 optical circuit switch, Coherent and tunable transceivers, ROADMs and wavelength management
- **Notable:** Became an independent Nasdaq-listed public company after its 2015 spinoff from JDSU., Built a portfolio of more than 1,600 patents and patent applications on the foundation of more than 45 years of photonics work., Completed the $1.8 billion Oclaro acquisition in 2018, adding indium-phosphide and coherent-photonics depth.

## Products & services

- **High-speed data-center lasers** — 100G and 200G EMLs, continuous-wave and ultra-high-power lasers that supply light for 400G, 800G, 1.6T and emerging co-packaged optical links.
- **Datacom transceivers** — 800 Gbps and 1.6 Tbps OSFP modules, including DR4 and TRO architectures for links inside AI and cloud data centers.
- **R300 optical circuit switch** — A 300-by-300-port, 3D-MEMS optical switching platform that can dynamically reconfigure fiber paths in large compute clusters.
- **Coherent and tunable transceivers** — 400G and 800G ZR/ZR+ modules and tunable products for data-center interconnect, metro, long-haul and IP-over-DWDM networks.
- **ROADMs and wavelength management** — TrueFlex wavelength-selective switching, amplification, monitoring and routing components for flexible optical transport networks.
- **Optical amplifiers and pump lasers** — EDFA, Raman and hybrid amplifier systems plus pump lasers used across metro, long-haul and submarine networks.
- **Industrial lasers** — Fiber, diode, Q-switched and ultrafast laser systems for precision materials processing, semiconductor production and manufacturing automation.
- **3D-sensing VCSELs** — Vertical-cavity surface-emitting laser arrays and related photonics for depth sensing, imaging and other sensing applications.

## Achievements

- Became an independent Nasdaq-listed public company after its 2015 spinoff from JDSU.
- Built a portfolio of more than 1,600 patents and patent applications on the foundation of more than 45 years of photonics work.
- Completed the $1.8 billion Oclaro acquisition in 2018, adding indium-phosphide and coherent-photonics depth.
- Completed the approximately $918 million NeoPhotonics acquisition in 2022.
- Completed the approximately $750 million Cloud Light acquisition in 2023, adding high-speed data-center transceivers and manufacturing capability.
- Reported record fiscal Q3 2026 revenue of $808.4 million, up 90.1% year over year.
- Joined the S&P 500 in March 2026 and the Nasdaq-100 in May 2026.
- Announced a 240,000-square-foot Greensboro, North Carolina, InP manufacturing site expected to create and preserve more than 400 jobs.
- Was named to Newsweek's America's Greatest Workplaces in Tech 2026.
- CEO Michael Hurlston received the 2026 Optica i4 Individual Achievement Prize.

## Latest updates

- **2026-07** — Lumentum said CEO Michael Hurlston received Optica's 2026 i4 Individual Achievement Prize.
- **2026-07** — The company was named to Newsweek's America's Greatest Workplaces in Tech 2026.
- **2026-05** — Lumentum reported fiscal Q3 revenue of $808.4 million, up 90.1% year over year, with 44.2% GAAP gross margin.
- **2026-05** — Lumentum announced it would join the Nasdaq-100 Index before market open on May 18.
- **2026-03** — Lumentum announced a 240,000-square-foot Greensboro InP fab for CW and ultra-high-power lasers used in AI data centers.
- **2026-03** — NVIDIA announced a $2 billion investment and multiyear strategic agreements with Lumentum, including purchase commitments and capacity rights.
- **2026-03** — Lumentum joined the S&P 500.

## Links

- Website: https://www.lumentum.com/
- LinkedIn: https://www.linkedin.com/company/lumentum
- Twitter/X: https://twitter.com/lumentum
- YouTube: https://www.youtube.com/@LumentumMedia
- Instagram: https://www.instagram.com/lumentumlife/
- Facebook: https://www.facebook.com/LumentumInc/

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Profile page: https://yespress.io/lumentum
Published by YesPress — https://yespress.io
Last updated: 2026-08-11