Lumentum posts exceptional Q3 results with 90% revenue growth. The optical networking company delivered record $808 million in quarterly revenue, demonstrating strong momentum in its core markets. Management projects Q4 FY2026 revenue between $960 million and $1.01 billion, signaling continued robust demand. The company is targeting an ambitious $2 billion quarterly revenue goal, reflecting confidence in its growth trajectory. This performance underscores Lumentum's position as a key player in the optical communications sector, which benefits from increased data center investments and AI infrastructure buildout. Investors are watching whether the company can sustain this growth momentum through the remainder of fiscal 2026.
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