LITE · Lumentum Holdings Inc.

SAN JOSE, Calif — Lumentum Holdings Inc. ("Lumentum") today announced it has been named one of America’s Greatest Workplaces in Tech 2026 by Newsweek and Plant-A Insights Group. Based on an evaluation of publicly available data and a confidential nationwide employee survey, the recognition highlights organizations that prioritize employee well-being, strong leadership, fair compensation, and work-life balance. This is the second consecutive year that the company has received this award. “Being named one of America’s Greatest Workplaces in Tech for the second year is a testament to our exceptional employees and the strong culture of innovation we continue to build at Lumentum,” said Michael Hurlston, Chief Executive Officer. “As a leader in optical and photonic solutions for AI infrastructure and networking applications, our ability to support customers depends on talented people working together with precision, urgency, and purpose. This recognition

NVIDIA to Invest $2 Billion in Lumentum to Grow Capacity, Advance US-Based Manufacturing and Deepen R&D Collaboration in Data Center Optics SANTA CLARA, Calif. and SAN JOSE, Calif., March 02, 2026 (GLOBE NEWSWIRE) - NVIDIA today announced multiyear strategic agreements with Lumentum Holdings Inc. (NASDAQ: LITE) to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs. The nonexclusive agreement includes an NVIDIA multibillion purchase commitment and future capacity access rights for advanced laser components. In addition, NVIDIA is investing $2 billion in Lumentum to support R&D, future capacity and operations as the company builds out its U.S.-based manufacturing capabilities in a new fab. Optical interconnect technology and package integration are critical for the continued scaling of AI factories, improving the energy efficiency and resiliency of large-scale AI networks. This

Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled to participate in the following investor events in the coming weeks. Event: Susquehanna 15 th Annual Technology Conference Date: Thursday, February 26 th , 2026 Meeting Availability: 8:30 a.m. – 5:00 p.m. Eastern Time Event: Morgan Stanley Technology, Media & Telecom Conference Date: Monday, March 2 nd , 2026 Webcast Link: https://url.us.m.mimecastprotect.com/s/MDIXCG67gQCNz51OfKfJIBBcPh?domain=cc.webcasts.com Presentation Time: 11:30 a.m. Pacific Time Meeting Availability: 8:30 a.m. – 4:45 p.m. Pacific Time Institutional investors interested in participating in these events should contact their representatives at these firms. About Lumentum Lumentum (NASDAQ: LITE) is a global leader in optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. Built on decades of photonics innovation, Lumentum delivers

Net revenue of $665.5 million GAAP gross margin of 36.1%; Non-GAAP gross margin of 42.5% GAAP operating margin of 9.7%; Non-GAAP operating margin of 25.2% GAAP diluted net income per share of $0.89; Non-GAAP diluted net income per share of $1.67 Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fiscal second quarter ended December 27, 2025. “Lumentum delivered a standout second quarter, with over 65 percent year-over-year revenue growth and non-GAAP operating margin expansion above 1,700 basis points,” said President and CEO Michael Hurlston. “Revenue hit the high end of our guidance range, while profitability and EPS expanded well beyond prior guidance, demonstrating the leverage of our business model.” “Our forward guidance calls for over 85 percent year-over-year revenue growth, yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO). In OCS, we are scaling rapidly to meet

Lumentum Holdings Inc. ("Lumentum") today announced that company management will host an investor briefing during the 2026 Optical Fiber Communication Conference and Exhibition (OFC) in Los Angeles. This briefing is scheduled for Tuesday, March 17, 2026, from 10:15 to 11:45 a.m. PT. Event: Lumentum Investor Briefing at OFC 2026 Location: JW Marriott Los Angeles L.A. LIVE, Platinum Ballroom, Los Angeles, CA Date: Tuesday, March 17, 2026 Time: 10:15 – 11:45 a.m. PT (In-person event: Doors open at 10 a.m. PT) Interested participants can register for in-person or virtual attendance at Lumentum’s Investor Relations website ( http://investor.lumentum.com ) under “Events.” A webcast replay and a presentation deck will be accessible following the event in the same location. About Lumentum Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and

Lumentum Holdings Inc. (“Lumentum”), a market-leading designer and manufacturer of optical and photonic products, announced today its participation in SPIE Photonics West 2026, where it will showcase high-power ultrafast, UV, and 3D sensing laser solutions designed to meet the growing precision, throughput, and reliability demands of advanced manufacturing and sensing applications. Attendees are invited to visit Lumentum booth #2343 at the San Francisco Moscone Center from January 20-22, where the company will demonstrate how its latest laser and photonic innovations are driving new levels of precision, scalability, and integration across advanced manufacturing applications. Featured products include: PicoBlade® Core – Lumentum’s latest ultrafast laser platform delivers up to 150 watts of average power with sub-12 picosecond pulses and integrated multi-wavelength output in a compact, unified design. It enables high-throughput, precision micromachining for printed circuit boards,

Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com . Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link . The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call and earnings release will be posted under the "Events" section. About Lumentum Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems