By Alex Sirois
Publication Date: 2026-08-13 12:54:00
Quick Read
Broadcom (AVGO) posted $10.8 billion in AI semiconductor revenue while Lumentum (LITE) grew total revenue 109% YoY, as optics move to the center of the AI buildout.
CEO Michael Hurlston said Lumentum hit its target operating model a quarter ahead of schedule, with non-GAAP margins surging 2,160 basis points to 36.6%.
Broadcom suits investors seeking steady compounding via custom silicon and VMware cash flow; Lumentum offers concentrated exposure to AI’s physical bandwidth bottleneck at a richly priced $932 per share.
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Broadcom (NASDAQ:AVGO) and Lumentum (NASDAQ:LITE) both just posted earnings that show optics moving to the center of the AI buildout. Broadcom reported Q2 FY2026 on June 3, 2026. Lumentum followed with Q4 FY2026 on August 11,…
