P Equity Research 📰(@pequityresearch):CEO of Lumentum, Michael Hurlston, on Lumentum's business: > Undershipping demand of some of their products by 30% into 2028, and almost sold out for 2029. > Some other products being undershipped by 70% next year. > Biggest bottleneck is laser chips. > Company is considering potential M&A to add CMOS into business portfolio, likely within the next year. > Chinese transceiver ban would be beneficial to Lumentum. > Have been able to work with the Chinese government to get supply permits on InP. > Chinese transceivers essentially have 100% market share in China, and 70% in USA. $LITE

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P Equity Research 📰@pequityresearch

2026.10.09 19:13

CEO of Lumentum, Michael Hurlston, on Lumentum's business: > Undershipping demand of some of their products by 30% into 2028, and almost sold out for 2029. > Some other products being undershipped by 70% next year. > Biggest bottleneck is laser chips. > Company is considering potential M&A to add CMOS into business portfolio, likely within the next year. > Chinese transceiver ban would be beneficial to Lumentum. > Have been able to work with the Chinese government to get supply permits on InP. > Chinese transceivers essentially have 100% market share in China, and 70% in USA. $LITE

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