Lumentum vs Vertiv Holdings
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.
Vertiv Holdings (VRT) reported $7.9B revenue in FY2024, up 20% YoY. #1 data center power and cooling infrastructure provider. Key AI infrastructure play. HQ: Columbus, OH. Market cap ~$35B.
About
Vertiv Holdings Co. is a global provider of critical digital infrastructure and continuity solutions, headquartered in Columbus, Ohio. The company designs, manufactures, and services power, cooling, and IT infrastructure for data centers, communication networks, and commercial and industrial environments. Formerly a GE Capital and Emerson Electric portfolio company, Vertiv went public via SPAC in 2020. It reported revenues of $7.9B in FY2024, up 20% year-over-year, driven by explosive growth in AI-related data center buildout.
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