LH

Lumentum Holdings Inc.

Organization

Heard in 19 episodes across 7 shows since Jul 2026

Lumentum Holdings Inc. is an American manufacturer of optical and photonic products. Created in 2015 as a spinoff from JDSU, the company provides optical components and subsystems for telecommunications, enterprise, and data center networks, as well as industrial lasers and 3D sensing technologies.

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Episodes

19
across 7 shows

First heard

Jul 2026

Expert statements

9
8 positive · 1 negative

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20265
Aug 20267
Sep 20267
Oct 20260

What experts have said about Lumentum Holdings Inc.

9 statements · 8 positive · 1 negative

  1. Carol MassarPositiveAug 12, 2026· Stock Movers

    Analysts are positive on Lumentum after its fourth-quarter results.

    “Analysts are positive on the maker of optimal optical equipment after it reported fourth quarter results.”

    Listen at 2:29

    Open the episode · Closing Bell: CoreWeave Surges, Home Depot Lags, US Antimony Declines
  2. Dan CurtisPositiveAug 12, 2026· Stock Movers

    Lumentum benefits from AI-driven demand for faster data movement

    “It's benefiting from the AI boom's need to move data”

    Listen at 2:45

    Open the episode · AI Boost; Lumentum and Cava Jump
  3. Carmen ReinekePositiveAug 12, 2026· Stock Movers

    Lumentum’s fourth-quarter results exceeded expectations.

    “The the fourth quarter results beat expectations.”

    Listen at 2:46

    Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings Results
See all 9 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

19 episodes featuring Lumentum Holdings Inc., newest first

See all 19 episodes →
Lumentum Holdings Inc. · PodLume