Lumentum
Working knowledge base on Lumentum Holdings — NASDAQ: LITE · CIK 0001633978. Primary-sourced notes on InP EML/VCSEL/laser leadership, the Mar 2026 NVDA $2B strategic investment for 200G/lane EML capacity, the Cloud Light datacom acquisition, and the 2028 CPO pivot.
companies/<ticker>/data/edgar_recent.json to render.
Executive summary
Lumentum Holdings Inc. is a US-domestic optical-components leader headquartered in San Jose, CA. Spun off from JDS Uniphase Corporation in August 2015, Lumentum trades on NASDAQ (LITE, CIK 0001633978) and files Form 10-K annually + 10-Q quarterly + 8-K event-driven; insider transactions report on Form 4 in real time.
Lumentum operates in two business segments: Cloud & Networking (laser sources for fiber transmission, datacom transceivers from the Cloud Light acquisition, telecom transport components) and Industrial Tech (3D-sensing VCSELs, lasers for industrial manufacturing). The thesis-anchor event is the March 2 2026 NVIDIA $2B Series A Convertible Preferred investment (2,876,415 shares at $695.31/share, HSR-gated 1-for-1 conversion) — paired with NVDA’s parallel $2B common-stock investment in Coherent the same day, preserving the merchant InP EML duopoly. The disclosed use of proceeds is the new Greensboro NC InP fab acquired from Qorvo on March 26 2026. CEO Michael Hurlston joined February 7 2025 from Synaptics. The investment re-rated LITE 15× from a 52-week low of $56.80 to a 52-week high of $960 and aligned Lumentum directly to the AI-photonics value chain alongside LWLG, Tower, GlobalFoundries, and Marvell.
This research site refreshes daily — price (NASDAQ close), short interest, EDGAR filings, Form 4 insider transactions, and Schedule 13G/13F institutional-holder updates. Submit a question on the Q&A page to influence what gets prioritized.
Browse the KB
Have a question?
Lumentum's KB is being populated section-by-section. The fastest way to get a specific question answered is to submit it on the Q&A page — it'll be researched against primary sources and added with a citation trail.