Lumentum Holdings Inc
NASDAQ:LITE
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Lumentum Holdings Inc
NASDAQ:LITE
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Earnings Calls
Last Earnings Call
Record quarter: Lumentum reported revenue of $1.01 billion, up 109% year over year, and said this was its eighth straight quarter of top-line growth.
Margins improved: Non-GAAP gross margin crossed 50% and non-GAAP operating margin reached 36.6%, both well ahead of prior targets.
Guidance raised: First-quarter revenue guidance is $1.225 billion to $1.275 billion, with a $1.25 billion midpoint that management said it now expects more than a quarter earlier than planned.
AI demand: Management said AI-driven demand is still accelerating across lasers, transceivers, and OCS, and that supply remains tight in several areas.
New opportunities: The company highlighted early traction in NPO, CPO, and ELS modules, calling these additive to its long-term optical market opportunity.
Balance sheet: Lumentum reduced debt by $1.1 billion through convertible note equity conversion, though that created a one-time GAAP charge and a GAAP net loss for the quarter.