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Subject
Quote from Video
Lumenum's latest quarter really tells the story here. Their revenue came in at $665 million, which is up 65% year-over-year.
“Lumenum's latest quarter really tells the story here. Their revenue came in at $665 million, which is up 65% year-over-year.”
Subject
Quote from Video
Their non-GAAP operating margins came in at 25.2%, up from just 8.2% a year ago.
“Their non-GAAP operating margins came in at 25.2%, up from just 8.2% a year ago.”
Subject
Quote from Video
Lumenum's revenue from components hit $444 million last quarter, representing about two-thirds of their total sales.
“Lumenum's revenue from components hit $444 million last quarter, representing about two-thirds of their total sales.”
Subject
Quote from Video
Nvidia announced a multi-year agreement with Lumenum earlier this month, including a $2 billion cash investment and a multi-billion dollar purchase agreement for lasers and optical engines.
“Nvidia announced a multi-year agreement with Lumenum earlier this month, including a $2 billion cash investment and a multi-billion dollar purchase agreement for lasers and optical engines.”
Subject
Quote from Video
Lumenum's management laid out a path to $2 billion in quarterly revenues within the next 2 years, roughly a 3x from here.
“Lumenum's management laid out a path to $2 billion in quarterly revenues within the next 2 years, roughly a 3x from here.”