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$LITE · Lumentum CEO: Optical data center conversion drives 3x revenue in 5 quarters
now playing · $LITE
$LITE···bullish· high· posmichael hurston
Lumentum CEO: Optical data center conversion drives 3x revenue in 5 quarters
The shift from copper to optical interconnects inside AI data centers is a structural conversion that will continue even if new data center builds slow, driving unprecedented volu…
$COHR···neutral· lowmichael hurston
Finisar acquisition made Coherent a key competitor and partner in optical
Coherent acquired Finisar (which Hurston previously led) and built its optical engine around it, making Coherent both a major competitor and partner to Lumentum in the data center…
$SYNA···neutral· lowmichael hurston
Hurston led Synaptics for 5-6 years before joining Lumentum
Synaptics was Hurston's second CEO role, providing semiconductor industry experience that informs his leadership at Lumentum.
$SPCX···bullish· mediummichael hurston
SpaceX deploying lasers for space-based internet backbone
SpaceX is building optical laser links for Starlink and future space-based internet infrastructure, creating a new market for space-qualified optical components.