- Photonics is at the core of the internet and Lumentum's technical expertise is required like never before.
- Lumentum was an engineering company with focus on R&D. Sales & Marketing was neglected. This is about to change.
- ROADMs, wave-selective switches, and photonics chips at the core of optical communication's growth.
- Lumentum changed its strategy by shifting its product offerings from full applications products like transceivers to the components that power those components.
- Lumentum's 6-junction VCSEL could be a game changer and provide >20% CAGR for years and years.
For further details see:
Lumentum Aligning Its Strategy And Investing In Sales And Marketing To Build Up Momentum