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.
Publicly traded cloud data management and cyber resilience platform (RBRK) for enterprise backup, recovery, and ransomware protection; converged scale-out infrastructure replaces traditional backup software and media server architectures.
Rubrik is a cloud data management and cyber resilience platform that provides enterprise backup, disaster recovery, ransomware protection, and data governance from a converged scale-out infrastructure that replaces traditional backup software and media server architectures with a software-defined approach running on commodity hardware or cloud. The platform's policy-driven data management engine allows administrators to define service level objectives — backup frequency, retention periods, recovery point objectives, and replication targets — at the virtual machine, application, or workload level, and the Rubrik cluster automatically manages all backup operations, deduplication, encryption, and tiering to object storage or cloud according to those policies without manual job scheduling. This policy-first model eliminates the operational complexity of managing thousands of individual backup jobs and schedules that makes traditional backup administration a full-time function at large enterprises.
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