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“Multi-Year Shortages” Coming for Optical Suppliers, Says T. Rowe Price. Here's What That Means for LITE and CIEN [Yahoo! Finance]

Lumentum Holdings Inc.  (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: investor.lumentum.com/investors/default.aspx
PDF growth driven by optical circuit switches with backlog exceeding $400M and a multi-hundred-million-dollar co-packaged optics order due in 2027. Ciena ( CIEN ) reported Q [Read more]