Aren Nakpil's questions to Lumentum Holdings Inc (LITE) leadership • Q4 2025
Question
Aren Nakpil, on for Chris Rolland, inquired about Lumentum's competitive edge in the EML market and how the company is tracking towards its target revenue mix of 45% datacom and 45% telecom.
Answer
President and CEO Michael Hurlston highlighted superior product performance, which improves customer module yields, and greater manufacturing capacity as key differentiators. CFO Wajid Ali confirmed they are tracking well to the target mix, with datacom slightly ahead due to supply constraints on the telecom side. President of Cloud & Networking Wupen Yuen noted underlying demand for both is driven by hyperscalers.