Lumentum Holdings Inc. Components — Concentration risk (as a percent) decreased by 1.0% to $0.66 in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.6%, from $0.71 to $0.66. This is a positive signal — lower values indicate better performance for this metric.
A decrease suggests a more diversified and stable customer base, whereas an increase highlights heightened vulnerability to the business decisions of key clients.
This metric measures the percentage of total segment revenue derived from a limited number of key customers or a single...
Comparable to customer concentration disclosures found in the risk factors or segment analysis sections of peer technology hardware companies.
lite_segment_components_concentration_risk_as_a_percent| Q3 '24 | Q4 '24 | Q1 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|
| Value | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 |
| QoQ Change | — | -4.5% | +7.8% | +0.4% | -6.1% | -1.0% |
| YoY Change | — | — | — | +3.3% | +1.7% | -6.6% |