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Lumentum

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Designer and manufacturer of innovative optical and photonic products

San Jose, United StatesFounded 2015Semiconductors
Valuation $80B Market cap · 2026
Revenue $3.01B Latest reported FY
EBITDA $857M Latest reported FY

About Lumentum

Lumentum Holdings Inc. is a prominent player in the photonics industry, specializing in the development and manufacturing of innovative optical and photonic products. These products are essential for a variety of applications, including cloud computing, advanced manufacturing, networking, and 3D sensing. Lumentum's technology is particularly vital for enhancing the speed, agility, and flexibility of communication networks, which are crucial for the ever-increasing data traffic driven by cloud-based applications such as streaming video.

The company serves a diverse range of clients, including businesses in the gaming, PC, and mobile device markets. Lumentum is a leader in providing diode lasers for high-volume 3D sensing applications, which are integral to gaming consoles, personal computers, and are increasingly being adopted in mobile devices and other next-generation technologies.

Operating in the high-tech market, Lumentum's business model revolves around the continuous innovation and supply of photonic products. These products are designed to solve specific business challenges, such as improving data transmission speeds and enabling advanced manufacturing processes. The company generates revenue by selling these high-tech components to other businesses that integrate them into their own products and services.

Lumentum's financial success is driven by its ability to stay at the forefront of technological advancements in photonics. By continuously developing new and improved products, the company ensures a steady demand from its clients who rely on cutting-edge technology to maintain their competitive edge.

In summary, Lumentum is a key supplier of photonic solutions that enhance the performance of communication networks and enable advanced technological applications. Its focus on innovation and high-quality products makes it a critical partner for businesses in various high-tech industries.

Source: Dealroom company data

At a glance

Status
Listed
Founded
2015
Headquarters
San Jose, United States
Listing
IPO 2015
Employees
3,749
Open positions
122
Dealroom signal
73.3/100
Industry
Telecom, Semiconductors
Sector
Semiconductors, Immersive Technologies, Semiconductor Designers and Manufacturers, Photonics Tech, Light-Emitting Diodes (LED), Lasers
Technology
Artificial Intelligence, Hardware, Deep Tech, Augmented Reality
Business model
Manufacturing
Client focus
b2b
Investment activity
5 companies, latest Jul 2026
Capital deployed
$145M
Preferred round
ACQUISITION

Funding history

10 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
POST IPO EQUITY✓Other financing Mar 2026 $2B — Nvidia ↗
POST IPO EQUITY✓Other financing Dec 2025 $1.8M — Undisclosed ↗
Showing the latest 2 of 10 recorded eventsBook a demo for the full funding history →

Financials

Revenue, earnings and profit over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowthEBITDAMarginProfitMarginR&D
2026 $3B +83.2% $857M 28.4% −$6.9B -230.1% $357M
2025 $1.6B +21% $99M 6% $26M 1.6% $304M
2024 $1.4B -23.1% −$9.8M -0.7% −$547M -40.2% $302M
2023 $1.8B +3.2% −$39M -2.2% $308M
2022 $1.7B -1.7% $314M 18.3%
2021 $1.7B +3.8% $330M 18.9%
2020 $1.7B — $248M 14.8%
Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

Lumentum website traffic

Latest recorded traffic for Lumentum is 160K monthly website visits, down 11.1% over the last three months. Lumentum's team grew 5.7% over the past year.

Latest monthly visits160K 3-month web change-11.1% 1-year team growth+5.7%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Investors

4 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series B and later3 investors entered at this stage

  • JDS Uniphase Corporation
  • Jackson Square Capital
  • Nvidia

Other known investors1 additional known investor

  • Technology Park Ljubljana
Team profiled 39 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · San Jose HQ
Book a demo for the full country breakdown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Lumentum on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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