Q1 FY27 revenue guidance reaches Lumentum's $1.25 billion quarterly target more than one quarter ahead of schedule.
Optical circuit switch deliveries are guided to a first triple-digit revenue quarter in Q1 FY27, meaningfully above $100 million.
1.6T transceiver uptake is expected to intensify starting fiscal Q1 and sustain through calendar 2027.
Ultra-high-power laser shipments are expected to build to about $50 million by calendar year-end and then become a meaningful revenue contributor in fiscal Q3.
Greensboro indium phosphide fab is expected to generate first revenue in early 2028 and ramp to full pitch by end 2028 into 2029.
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