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LITE · Lumentum Holdings Inc. · Earnings Call Transcripts & Audio

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$970.40 -3.09 (-0.32%)
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$84.47B
Shares
89.70M
Volume · Sep 30 4.01M Avg daily vol (3M) 4.61M

Lumentum Holdings Inc. Earnings Call Transcripts

Quarterly earnings calls for Lumentum Holdings Inc. (LITE), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲13% $506.80M −$400,000 '23 Q1 22-11-08 ▲13.3% $506.00M −$31.70M '23 Q2 23-02-09 ▼3% $383.40M −$39.30M '23 Q3 23-05-09 ▼12.2% $370.80M −$60.20M '23 Q4 23-08-17 ▼37.3% $317.60M −$67.90M '24 Q1 23-11-08 ▼27.5% $366.80M −$99.10M '24 Q2 24-02-08 ▼4.4% $366.50M −$127.00M '24 Q3 24-05-06 ▼16.9% $308.30M −$252.50M '24 Q4 24-08-14 ▲6.1% $336.90M −$82.40M '25 Q1 24-11-07 ▲9.7% $402.20M −$60.90M '25 Q2 25-02-06 ▲16% $425.20M −$44.10M '25 Q3 25-05-06 ▲55.9% $480.70M $213.30M '25 Q4 25-08-12 ▲58.4% $533.80M $4.20M '26 Q1 25-11-04 ▲65.5% $665.50M $78.20M '26 Q2 26-02-03 ▲90.1% $808.40M $144.20M '26 Q3 26-05-05 LATEST ▲109.3% $1.01B −$7.16B '26 Q4 26-08-11
Earnings call
FY26 · Q4
2026-08-11
Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript
Confident tone Laser chip portfolio (EML / CW) Near-Packaged Optics (NPO) Gross margin and operating leverage
Revenue
$1.01B*
▲ 109.3% YoY
Gross margin
47.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-05-05
Lumentum Holdings Inc. (LITE) Q3 2026 Earnings Call
Revenue
$808.40M
▲ 90.1% YoY
Diluted EPS
$1.50
Gross margin
44.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-02-03
Lumentum Holdings Inc. (LITE) Q2 2026 Earnings Call Transcript
Confident tone Capacity constraints and manufacturing ramp Cloud transceivers and 1.6T transition Co-packaged optics (CPO) and ultra-high-power lasers
Revenue
$665.50M
▲ 65.5% YoY
Diluted EPS
$0.89
Gross margin
36.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-11-04
Lumentum Holdings Inc. (LITE) Q1 2026 Earnings Call Transcript
Confident tone Cloud transceivers ramp Reorganization and segment reporting change Indium phosphide laser chips and components
Revenue
$533.80M
▲ 58.4% YoY
Diluted EPS
$0.05
Gross margin
34.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-08-12
Lumentum Holdings Inc. (LITE) Q4 2025 Earnings Call Transcript
Confident tone Cloud modules / transceivers Optical Circuit Switching (OCS) Co-Packaged Optics (CPO)
Revenue
$480.70M*
▲ 55.9% YoY
Gross margin
33.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-05-06
Lumentum Holdings Inc. (LITE) Q3 2025 Earnings Call Transcript
Confident tone Thailand manufacturing ramp AI/cloud demand and capacity Tariffs and macro uncertainty
Revenue
$425.20M
▲ 16% YoY
Diluted EPS
$-0.64
Gross margin
28.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-02-06
Lumentum Holdings Inc. (LITE) Q2 2025 Earnings Call Transcript
Confident tone Capacity expansion and CapEx Cloud / AI demand and hyperscale customer ramp Q3 outlook and fiscal-year guide
Revenue
$402.20M
▲ 9.7% YoY
Diluted EPS
$-0.88
Gross margin
24.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-11-07
Lumentum Holdings Inc. (LITE) Q1 2025 Earnings Call Transcript
Confident tone Datacom laser chip and EML demand Manufacturing capacity expansion outside China Revenue and margin targets
Revenue
$336.90M
▲ 6.1% YoY
Diluted EPS
$-1.21
Gross margin
23.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-08-14
Lumentum Holdings Inc. (LITE) Q4 2024 Earnings Call Transcript
Confident tone Cloud and AI data center strategy Telecom softness Thailand manufacturing capacity expansion
Revenue
$308.30M*
▼ 16.9% YoY
Gross margin
16.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-05-06
Lumentum Holdings Inc. (LITE) Q3 2024 Earnings Call Transcript
Confident tone Product roadmap (1.6T, 800G, 200G EML) Manufacturing capacity expansion Cloud & data center strategy
Revenue
$366.50M
▼ 4.4% YoY
Diluted EPS
$-1.88
Gross margin
16.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-02-08
Lumentum Holdings Inc. (LITE) Q2 2024 Earnings Call Transcript
Positive tone 800G/1.6T transceiver roadmap Datacom product transition dip Cloud Light acquisition and synergies
Revenue
$366.80M
▼ 27.5% YoY
Diluted EPS
$-1.47
Gross margin
17.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-11-08
Lumentum Holdings Inc. (LITE) Q1 2024 Earnings Call Transcript
Revenue
$317.60M
▼ 37.3% YoY
Diluted EPS
$-1.02
Gross margin
24.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-08-17
Lumentum Holdings Inc. (LITE) Q4 2023 Earnings Call Transcript
Revenue
$370.80M*
▼ 12.2% YoY
Gross margin
24.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-05-09
Lumentum Holdings Inc. (LITE) Q3 2023 Earnings Call Transcript
Revenue
$383.40M
▼ 3% YoY
Diluted EPS
$-0.57
▼ 262.9% YoY
Gross margin
29.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-02-09
Lumentum Holdings Inc. (LITE) Q2 2023 Earnings Call Transcript
Revenue
$506.00M
▲ 13.3% YoY
Diluted EPS
$-0.46
▼ 161.3% YoY
Gross margin
32.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-11-08
Lumentum Holdings Inc. (LITE) Q1 2023 Earnings Call Transcript
Revenue
$506.80M
▲ 13% YoY
Diluted EPS
$-0.01
▼ 100.9% YoY
Gross margin
39.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-08-16
Lumentum Holdings Inc. (LITE) Q4 2022 Earnings Call Transcript
Revenue
$422.10M*
▲ 7.7% YoY
Gross margin
43.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-05-04
Lumentum Holdings Inc. (LITE) Q3 2022 Earnings Call Transcript
Revenue
$395.40M
▼ 5.7% YoY
Diluted EPS
$0.35
▼ 87.7% YoY
Gross margin
42.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-02-03
Lumentum Holdings Inc. (LITE) Q2 2022 Earnings Call Transcript
Revenue
$446.70M
▼ 6.7% YoY
Diluted EPS
$0.75
▼ 29.2% YoY
Gross margin
46.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-11-04
Lumentum Holdings Inc. (LITE) Q1 2022 Earnings Call Transcript
Revenue
$448.40M
▼ 0.9% YoY
Diluted EPS
$1.08
▲ 25.6% YoY
Gross margin
51.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-08-18
Lumentum Holdings Inc. (LITE) Q4 2021 Earnings Call Transcript
Revenue
$392.10M
▲ 6.5% YoY
Diluted EPS
$0.28
Gross margin
41.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-05-12
Lumentum Holdings Inc. (LITE) Q3 2021 Earnings Call Transcript
Revenue
$419.50M
▲ 4.1% YoY
Diluted EPS
$2.85
▲ 408.9% YoY
Gross margin
44.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-02-02
Lumentum Holdings Inc. (LITE) Q2 2021 Earnings Call Transcript
Revenue
$478.80M
▲ 4.6% YoY
Diluted EPS
$1.06
▲ 68.3% YoY
Gross margin
48.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-11-02
Lumentum Holdings Inc. (LITE) Q1 2021 Earnings Call Transcript
Revenue
$452.40M
▲ 0.6% YoY
Diluted EPS
$0.86
▲ 41% YoY
Gross margin
45.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-08-11
Lumentum Holdings Inc. (LITE) Q4 2020 Earnings Call Transcript
Revenue
$368.10M
▼ 9% YoY
Diluted EPS
$-0.06
Gross margin
36.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-05-05
Lumentum Holdings Inc. (LITE) Q3 2020 Earnings Call Transcript
Revenue
$402.80M
▼ 7% YoY
Diluted EPS
$0.56
Gross margin
39.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-02-04
Lumentum Holdings Inc. (LITE) Q2 2020 Earnings Call Transcript
Revenue
$457.80M
▲ 22.5% YoY
Diluted EPS
$0.63
▲ 687.5% YoY
Gross margin
41.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts CIK 1633978 CUSIP 55024U109 13F (30d) 16 filings 14 filers Visit website Investor relations