Lumentum Revenue Outlook Tops Estimates on AI Growth
Lumentum expects revenue up to $1.01 billion as AI demand grows. The forecast tops estimates as cloud giants increase spending on optical networking gear.
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LUMENTUM HOLDINGS INC forecast fourth-quarter revenue as high as $1.01 billion, surpassing Wall Street expectations of $908.3 million. The outlook reflects surging demand for high-speed optical components used in artificial intelligence infrastructure. This growth confirms Lumentum's role as a critical supplier for cloud providers scaling data center capacity.
