{
  "id": 3829361,
  "title": "Lumentum at Deutsche Bank 2026 Technology Conference: optics gains pace",
  "url": "https://urgent.news/2026/08/27/lumentum-at-deutsche-bank-2026-technology-conference-optics-gains-pace",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-27T22:05:17.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/transcripts/lumentum-at-deutsche-bank-2026-technology-conference-optics-gains-pace-93CH-4880293"
  },
  "original_language": "en",
  "account": "On Thursday, 27 August 2026, Lumentum Holdings Inc. shared insights from the Deutsche Bank 2026 Technology Conference, highlighting the company's growth driven by the shift from copper to optical connectivity in data centers. Lumentum noted that 800G and 1.6T systems are surpassing copper's limits, accelerating the transition to optical solutions. The company raised its 2028 earnings power outlook to $40 per share, driven by robust OCS demand and expanding optical adoption. OCS shipments doubled sequentially, with revenue reaching over $100 million in the next quarter. Cloud Light rebounded, growing 90% in fiscal 2026 to more than $200 million in quarterly revenue. The CEO, Michael Hurlston, emphasized that the industry's infrastructure build-out is constrained by time, qualification cycles, and substrate supply, not just capital. Lumentum identified three growth areas: scale-across, scale-out, and scale-up, which are largely additive rather than competitive. Revenue doubled year-over-year, and the company anticipates a 25% increase in the next quarter. Management expects the OCS market to exceed $100 million in the next quarter, with the total addressable market currently estimated at $8 billion but potentially revised upward. The company is also investing in a Greensboro fab, expected to generate revenue in early 2028 and reach full production in early 2029. Hurlston sees optical connectivity becoming the default fabric of computing infrastructure by 2031, with near-term growth driven by NPO and CPO architectures.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}