Lumentum's OCS & CPO Strength Reflects Broader Demand: What's Ahead?

Key Takeaways Lumentum is leveraging OCS and CPO to tap AI-driven demand as data centers shift from copper to optical.LITE's OCS backlog exceeds $400M, with faster-than-expected ramp and CPO demand extending into 2027.The Zacks Consensus Estimate pegs LITE's fiscal 2026 revenues at $2.91B, up 76.99% year over year.Lumentum (LITE) is aligning itself with two of the most important shifts in data center architecture, optical circuit switches (OCS) and co-packaged optics (CPO), both of which are gaining tractio ...