- Lumentum Holdings Inc. designs and manufactures photonics products for optical networks and lasers, achieving a record net revenue of $665.5 million in Q2 FY2026, representing a 65% year-over-year growth.
- In March 2026, NVIDIA announced a strategic partnership with Lumentum, investing $2 billion to enhance R&D and manufacturing capabilities for advanced optics technology.
- Lumentum's customer base includes major players in the cloud and AI sectors, with significant demand for its optical circuit switches and co-packaged optics driving a backlog exceeding $400 million.
- Ideal buyers for Lumentum's products are data center operators and cloud service providers seeking to enhance network efficiency and capacity, particularly as the company anticipates over 85% revenue growth in the upcoming fiscal year.
Engineering is Lumentum’s largest discipline with 374 employees—just under half of the entire organization—highlighting the company’s product-development focus. Business Management (101) and Operations (82) form the next-largest groups, supporting strategy and day-to-day execution. Finance & Administration (56), Marketing & Product (55), and Sales & Support (38) provide commercial and back-office coverage, while Human Resources (32), Information Technology (20), and Quality (16) round out the specialized functions. The balanced mix indicates a mature organizational structure that pairs strong technical depth with the necessary corporate support teams.
Employee data shows the greatest concentration in California, led by San Jose with 150 team members and the broader San Francisco Bay Area with 99. Additional U.S. hubs include Milpitas (29), Fremont (28), Santa Clara (19), and Sunnyvale (13). Ottawa, Ontario hosts 49 employees, reflecting Lumentum’s Canadian R&D presence. In Asia, Bangkok and Pathum Thani, Thailand contribute a combined 33 employees, supporting manufacturing and supply-chain operations. An "Other" category of 380 staff represents smaller satellite sites and remote employees, underscoring the company’s globally distributed model.
