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    Aren Nakpil

    Research Analyst at Susquehanna International Group, LLP

    Aren Nakpil is an Equity Research Associate at Susquehanna International Group, LLP, specializing in financial services research with a strong foundation in equity analysis. He is based in New York and has over six years of experience, including nearly three years in his current role, where he has helped drive actionable research ideas for trading teams in a fast-paced, collaborative environment. Nakpil holds a BBA from the University of Notre Dame and is a licensed securities professional with Susquehanna Financial Group, having passed the Securities Industry Essentials exam. Previously, he gained relevant experience as an investor, building on his knowledge of equity markets and financial instruments.

    Aren Nakpil's questions to Lumentum Holdings (LITE) leadership

    Aren Nakpil's questions to Lumentum Holdings (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.

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