[DEVELOPING] AI-optics suppliers face back-to-back prints, with Lumentum on 11 August and Coherent on 12 August
Lumentum has set fiscal Q4 and full-year results for Tuesday 11 August after the close and Coherent for Wednesday 12 August after the close, placing the two largest AI-datacenter optics suppliers one session apart. Lumentum reported fiscal Q3 revenue of $808.4M, up about 90% year over year, and carries a March 2026 Nvidia arrangement described as a $2B investment alongside a purchase commitment and capacity rights. What to watch: the two prints are exposed to the same transceiver and co-packaged-optics demand, so the pair is one read on that demand rather than two.