For its fiscal second-quarter 2026 (ended 27 December 2025), Lumentum Holdings Inc of San Jose, CA, USA (which designs and makes photonics products for optical networks and lasers for industrial and consumer markets) has reported record revenue (for the second consecutive quarter) of $665.5m (towards the top of the $630–670m guidance range). This is up 24.7% from $533.8m last quarter and up 65.5% on $402.2m a year ago, driven by cloud and AI business, yielding high double-digit gains in both core and new product lines...
Source: https://www.semiconductor-today.com/new ... 0226.shtml