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Lumentum Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Market dynamics and demand outlook
Experiencing capacity constraints across all product lines, with demand exceeding supply through at least 2027.
EML lasers are sold out for 2026 and largely booked through 2027, with capacity increases quickly absorbed.
Pricing has increased and longer-term contracts (typically two years) are being signed at elevated price levels.
Allocation decisions consider gross margin per wafer, customer relationships, and strategic market positioning.
Capacity is fungible between EML and CW lasers, allowing flexibility to shift production based on demand.
Product and technology trends
40% capacity increase for EMLs is on track, with incremental equipment additions and assembly ramping ahead of plan.
Majority of capacity is allocated to EMLs, but some is reserved for CW lasers and internal module needs.
At 1.6T, silicon photonics is expected to gain share faster than in previous generations, but supply constraints drive technology choices.
VCSELs are less relevant at 1.6T due to performance limitations, with single-mode architectures favored.
Optical circuit switching (OCS) and CPO adoption
OCS revenue is expected to grow from single-digit millions to around $100 million per quarter by December 2026, driven by deeper customer engagement and expanding use cases.
OCS is currently supplementing, not replacing, packet switching, but may take share as architectures evolve.
CPO adoption is expected to ramp in 2026–2027, with 40–50% of switches at a major customer using CPO by 2028.
Scale-up CPO adoption is gated by system power, cost, and especially capacity, with industry-wide planning underway.
EML vs SiPho capacity allocation drivers?
OCS growth drivers and market adoption?
CPO scale-up architecture adoption barriers?
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Frequently asked questions
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers an array of components for applications that transmit, receive, or convert light signals or waves for fiber-optic and free-space communications systems under the brand name Crystal; provides products for converting laser beams into light signals under the brand name Manta Ray; and designs, manufactures, and sells electro-absorption modulators and lasers used in voice and data transmission as well as financial trading applications under the brand name PORCELAIN. It also offers various semiconductor diode lasers and modules for enterprise, data center interconnecting network equipment under PASS Laser Solutions; telecom infrastructure applications under LUMINANT Business Unit; broadband access solutions; fiber access solutions; laser source solutions; metro optical solutions; nanophotonic solutions; fiber laser solutions; metrology solutions; senior care solutions; femtosecond lasers for material processing applications, dental applications, eye surgery applications utilized in corneal reshaping procedures, refractive surgery procedures called LASIK. Lumentum Holdings Inc is based in San Jose, California.
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