Lumentum vs ServiceNow
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.
NYSE-listed (NOW) enterprise workflow platform at $10.98B revenue serving 85% of Fortune 500; ITSM and AI automation competing with Atlassian and Microsoft for enterprise service management consolidation.
About
ServiceNow is a Santa Clara, California-based enterprise cloud platform — listed on NYSE (NYSE: NOW) — providing IT service management (ITSM), IT operations management (ITOM), customer service management, HR service delivery, security operations, and business process automation across enterprise departments through a unified platform that enables organizations to digitalize and automate workflows at scale. Founded in 2004 by Fred Luddy and generating $10.98 billion in subscription revenue in fiscal year 2024 with 8,100+ enterprise customers including 85% of the Fortune 500 (Apple, Amazon, Nike, Goldman Sachs), ServiceNow is the fastest enterprise software company to reach $10 billion in revenue.
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