Lumentum in Podcasts
companyLumentum Holdings Inc., a company producing optical and photonic products for data communications, 3D sensing, and industrial applications.
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Mentions in Podcasts
So again, when we're looking at Lumentum and those amazing numbers that we just saw, how do you reconcile that with telecom?
Right now, over the past year, shares of Lumentum are up 1,200%.
And the Lumentum story is not any different.
It solidified that partnership between NVIDIA and Lumentum, which is honestly its most important customer.
Lumentum now has over $3 billion of cash just sitting around.
NVIDIA just made a $2 billion direct investment in Lumentum.
So the recent quarterly report was fantastic, even by Lumentum standards, which has produced a string of blowout earnings reports over the past year.
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