Lumentum vs Microsoft Azure
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.
About
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.
Azure grew 33% YoY in Q2 FY2025, with AI services contributing 13 points of growth — the fastest-growing major cloud platform driven by OpenAI partnership.
About
Microsoft Azure is Microsoft's cloud computing platform — the #2 global cloud infrastructure provider (approximately 22-23% market share) — offering over 200 cloud services including virtual machines, Azure Kubernetes Service, Azure SQL Database, Cosmos DB, Azure AI and Cognitive Services, Azure OpenAI Service, and the deep integration with Microsoft 365, Dynamics 365, GitHub, and the broader Microsoft software ecosystem. Listed on NASDAQ (NASDAQ: MSFT), Azure is part of Microsoft's Intelligent Cloud segment which generated $105+ billion in fiscal year 2024 revenue, with Azure representing the largest and fastest-growing component.
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