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Taran Katta

Research Analyst at Wolfe Research

Taran Katta is an Equity Research Associate at Wolfe Research, specializing in the analysis of companies within the technology and optical components sectors. He has covered stocks such as Lumentum Holdings, providing detailed company insights and contributing to earnings discussions. Taran began his career at Wolfe Research and has supported senior analysts in delivering actionable investment research, though specific performance metrics and platform rankings are not publicly documented. His academic credentials include a technical background, but professional securities licenses or additional recognitions are not listed in available records.

Taran Katta's questions to Lumentum Holdings (LITE) leadership

Question · Q1 2026

Taran Katta asked about the demand outlook for co-packaged optics (CPO) compared to previous quarters, and whether the customer and market base for CPO is expanding.

Answer

President and CEO Michael Hurlston indicated that CPO demand is stronger than initially forecast for the second half of calendar 2026, with no change in timing but an improved forecast. He noted that customer conversations have 'magnified and multiplied,' engaging not only the primary customer but others as well. President of Global Business Units Wupen Yuen added that interest has increased, particularly after the OCP conference, and Lumentum is using EOSFP modules to broaden engagement and visibility, leading to heightened interest and optimism for industry-wide CPO adoption and demand for their ultra-high-power laser chips.

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Question · Q1 2026

Taran Katta asked about the demand outlook for Co-Packaged Optics (CPO) compared to previous quarters, and whether the customer base and market for CPO are expanding.

Answer

President and CEO Michael Hurlston stated that demand for CPO is stronger than initially forecast for the second half of calendar 2026, with no change in timing but magnified customer conversations beyond the primary customer. President of Global Business Units Wupen Yuen added that interest has increased, especially after the OCP conference, and Lumentum is using EOSFP modules to broaden engagement, leading to heightened interest and optimism for industry-wide CPO adoption.

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