Lumentum earnings! They reported in-line actual revenues and beat consensus by 10% on their guide.

It's not a Lumentum earnings call without everything being sold out. Like literally everything.

Here we talk about their five business lines: EML, transceiver, scale-across components, OCS, CPO. With each of them having very distinct evolutions from this call. I also drop my big ahh model again.

(Do not ask me how I get these things out so quickly after the call without AI)