Side-by-side comparison of AI visibility scores, market position, and capabilities
Lumentum (LITE) reported $1.5B revenue in FY2024, up 1% YoY. Leader in optical components and laser chips for data centers, 3D sensing, and telecom. HQ: San Jose, CA. Market cap ~$3B.
Lumentum Holdings Inc. is a leading provider of optical and photonic products for telecom networks, data center interconnects, and 3D sensing applications, headquartered in San Jose, California. Spun off from JDS Uniphase (JDSU) in 2015, Lumentum reported revenues of $1.5B in fiscal year 2024 (ending June 2024). The company's products are critical enablers of modern communications infrastructure and consumer electronics.
Atlassian ITSM platform (NASDAQ: TEAM, $5.46B TTM revenue, +19.51%) serving 83% Fortune 500; Rovo AI teammate and Jira unification at Team '24 competing with ServiceNow for DevOps-aligned IT service management.
Jira Service Management (JSM) is a cloud IT service management (ITSM) platform developed by Atlassian Corporation (NASDAQ: TEAM) — parent company reporting $5.46 billion in revenue for the twelve months ending September 2025 (+19.51% year-over-year) with a $71 billion market capitalization, serving 300,000+ customers including 83% of the Fortune 500 — providing IT, service desk, and operations teams with incident management, change management, problem management, service catalog, and asset management capabilities built on Atlassian's Jira platform with 98% customer retention. At Team '24 (2024), Atlassian merged Jira Software and Jira Work Management into a unified "Jira" product, and introduced Rovo — an AI teammate providing intelligent search, chat, and automation across the Atlassian platform. JSM competes in the ITSM market by leveraging Atlassian's developer platform ubiquity: 10+ million developers already using Jira for software projects creates a natural expansion path into ITSM for the same enterprise. Founded 2002 by Mike Cannon-Brookes and Scott Farquhar in Sydney, Australia; NASDAQ IPO 2015.
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