Lumentum CEO expects to supply only 30% of customer demand in 2027

Lumentum CEO Michael Hurlston says the company expects to supply only 30% of what customers are asking for in 2027, with balance not expected until 2029/2030. Revenue estimates are $6.3B for 2027, $9.7B for 2028 and $13.9B for 2029.

Detected & updated continuously · Source: Nebula