Lumentum Holdings Inc. Americas — Concentration risk (as a percent) decreased by 3.7% to $0.36 in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 32.4%, from $0.27 to $0.36. This is a positive signal — lower values indicate better performance for this metric.
An increase suggests higher dependency on few clients, signaling elevated risk, while a decrease indicates a more diversified and stable customer base.
This metric measures the proportion of total regional revenue derived from a limited number of key customers or a single...
Similar to customer concentration metrics reported by hardware and component manufacturers with high-volume enterprise or consumer electronics clients.
lite_segment_americas_concentration_risk_as_a_percent| Q3 '21 | Q4 '21 | Q1 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 0.1 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 |
| QoQ Change | — | +46.1% | +0.0% | +17.0% | +5.8% | -7.1% | -12.2% | +77.4% | +10.6% | -25.7% | -2.3% | -8.1% | +21.3% | +13.3% | -3.7% |
| YoY Change | — | — | — | +70.9% | +23.8% | +15.0% | -13.7% | +44.7% | +72.2% | +45.7% | -19.8% | -33.3% | +8.9% | +26.4% | +32.4% |