Ciena slips as Citi starts with Sell rating, AI opportunity seen 'years out' [Seeking Alpha]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
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Source: Seeking Alpha
While the company is well positioned in the data center interconnect market, any benefits from AI networking traffic are likely at least 18 to 24 months away, analyst Atif Malik said. This assumes that traffic related to AI applications flows to other data centers or to consumers across the network. Currently, AI networking building is happening at the back end of the data center compared to the front-end, where Ciena currently operates. As such, Ciena's peers like Lumentum ( LITE ) and Coherent ( COHR ) have benefited more on a relative basis, given their positioning in the data center, Malik said. Recommended For You More Trending News Recommended For You More Trending News About CIEN Stock Related Stocks Trending Analysis Trending News
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LITE
News
- Lumentum Awarded Platinum EcoVadis Medal for Second Consecutive Year [Yahoo! Finance]Yahoo! Finance
- Lumentum Awarded Platinum EcoVadis Medal for Second Consecutive YearBusiness Wire
- Lumentum to Announce Fiscal Third Quarter 2024 Financial Results on May 6, 2024 [Yahoo! Finance]Yahoo! Finance
- Lumentum to Announce Fiscal Third Quarter 2024 Financial Results on May 6, 2024Business Wire
- 800G Optical Transceiver Market Size to Grow USD 898.6 Million by 2029 at a CAGR of 14% | Valuates Reports [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/8/24 - Beat
LITE
Sec Filings
- 2/27/24 - Form 8-K
- 2/20/24 - Form 4
- 2/20/24 - Form 4
- LITE's page on the SEC website