{"slug": "lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours", "title": "Lumentum revenue more than doubles on AI optics demand, shares rise 2% after hours", "summary": "Lumentum Holdings Inc. reported fiscal-fourth-quarter revenue of about $1.01 billion, up 109% year over year, driven by AI data-center demand for optical components, and guided September-quarter revenue to $1.225 billion–$1.275 billion. Shares rose about 2% in after-hours trading on August 11.", "body_md": "# Lumentum revenue more than doubles on AI optics demand, shares rise 2% after hours\n\n- Fiscal-fourth-quarter revenue reached about $1.01 billion, up 109% year over year, while adjusted earnings per share came in at $3.23.\n[[1]](https://www.marketwatch.com/story/lumentum-sees-sales-more-than-double-as-ai-demand-swells-6ebe6ef1?mod=mw_rss_topstories) - Lumentum guided for September-quarter revenue of $1.225 billion to $1.275 billion and a non-GAAP operating margin of 39.5% to 40.5%.\n[[1]](https://www.marketwatch.com/story/lumentum-sees-sales-more-than-double-as-ai-demand-swells-6ebe6ef1?mod=mw_rss_topstories) - Shares rose about 2% after hours on August 11 despite the sharp increase in revenue.\n[[2]](https://www.marketwatch.com/story/lumentum-sees-sales-more-than-double-as-ai-demand-swells-6ebe6ef1?mod=mw_rss_topstories)\n\nLumentum’s revenue more than doubled in its fiscal fourth quarter as cloud and AI data-center customers increased purchases of optical components, transceivers and related systems. The company reported revenue of about $1.01 billion, up 109% from a year earlier, and adjusted earnings per share of $3.23. [[1]](https://www.marketwatch.com/story/lumentum-sees-sales-more-than-double-as-ai-demand-swells-6ebe6ef1?mod=mw_rss_topstories)\n\nThe San Jose, California-based company forecast fiscal first-quarter revenue of $1.225 billion to $1.275 billion, with non-GAAP operating margin of 39.5% to 40.5%. The outlook extends a growth streak that has been driven by demand for the optical links that move data among AI servers and through data-center networks. [[1]](https://www.marketwatch.com/story/lumentum-sees-sales-more-than-double-as-ai-demand-swells-6ebe6ef1?mod=mw_rss_topstories)\n\n## Companies mentioned\n\n## Further sources\n\nThe stories that matter, in one email. Free — unsubscribe anytime.", "url": "https://wpnews.pro/news/lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours", "canonical_source": "https://mlq.ai/news/lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours/", "published_at": "2026-08-12 12:04:38.989242+00:00", "updated_at": "2026-08-12 12:04:41.128870+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-products"], "entities": ["Lumentum Holdings Inc."], "alternates": {"html": "https://wpnews.pro/news/lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours", "markdown": "https://wpnews.pro/news/lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours.md", "text": "https://wpnews.pro/news/lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours.txt", "jsonld": "https://wpnews.pro/news/lumentum-revenue-more-than-doubles-on-ai-optics-demand-shares-rise-2-after-hours.jsonld"}}