$Lumentum(LITE)$ Lumentum is c

$Lumentum(LITE)$ Lumentum is completely sold out through early 2029, according to CEO Michael Hurlston in a Bloomberg interview in Tokyo.

Going one level down: back in April he said the order book would fill through 2028 within two quarters. Six months later the horizon got pushed out again. Demand has outrun the company's own forecast.

He expects a 30 percent shortfall for some products through 2028 and said Lumentum cannot meet demand for others through next year.

Set that against the OFC guideposts: 2 billion dollars of quarterly revenue, or 8 billion annualized, within 18 to 24 months. Demand is not the constraint on that target. Capacity is.

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