Lumentum Holdings Inc's Corporate Customers have recorded a rise in their cost of revenue by 20.45 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 21.8 %. During the corresponding time, Lumentum Holdings Inc recorded a revenue increase by 145.88 % year on year, sequentially revenue grew by 25.47 %. While revenue at the Lumentum Holdings Inc 's corporate clients recorded rose by 6.8 % year on year, sequentially revenue grew by 3.63 %.
Lumentum Holdings Inc's Customers have recorded a rise in their cost of revenue by 20.45 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 21.8 %, for the same period Lumentum Holdings Inc recorded revenue increase by 145.88 % year on year, sequentially revenue grew by 25.47 %.
Lumentum Holdings Inc's Comment on Sales, Marketing and Customers
The company provides components integrated into full system solutions for customers such as cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturers. Its products facilitate high-capacity optical links used in cloud computing, AI/ML workloads, data center interconnect applications, and communications service provider networks. The company supports network infrastructure across access (local), metro (intracity), long-haul (intercity and global), and submarine (undersea) segments. Its products also address enterprise network infrastructure needs including storage area networks (SANs), local area networks (LANs), and wide area networks (WANs). Demand for these products is influenced by growth in cloud services, AI/ML processing, streaming video, video conferencing, wireless and mobile connectivity, and the internet of things (IoT). Additionally, the company manufactures industrial laser products used in precision material processing for industries such as semiconductor and microelectronics fabrication, electric vehicle and battery production, metal cutting and welding, and advanced manufacturing with a focus on precision, flexibility, and sustainability.
Customers and markets referenced in company filings include Agility Communications, Inc., JDS Fitel Inc., JDS Uniphase Corporation, JDSU, Oclaro, Inc., Pico, Uniphase Corporation, and Viavi Solutions Inc.
Lumentum Holdings Inc’s Comment on Sales, Marketing and Customers
The company provides components integrated into full system solutions for customers such as cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturers. Its products facilitate high-capacity optical links used in cloud computing, AI/ML workloads, data center interconnect applications, and communications service provider networks. The company supports network infrastructure across access (local), metro (intracity), long-haul (intercity and global), and submarine (undersea) segments. Its products also address enterprise network infrastructure needs including storage area networks (SANs), local area networks (LANs), and wide area networks (WANs). Demand for these products is influenced by growth in cloud services, AI/ML processing, streaming video, video conferencing, wireless and mobile connectivity, and the internet of things (IoT). Additionally, the company manufactures industrial laser products used in precision material processing for industries such as semiconductor and microelectronics fabrication, electric vehicle and battery production, metal cutting and welding, and advanced manufacturing with a focus on precision, flexibility, and sustainability.
Customers and markets referenced in company filings include Agility Communications, Inc., JDS Fitel Inc., JDS Uniphase Corporation, JDSU, Oclaro, Inc., Pico, Uniphase Corporation, and Viavi Solutions Inc.
Sources:
Lumentum Holdings Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Lumentum Holdings Inc’s corporate clients.
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