[Table_PicQuote] 股 票 研 究 [Table_MainInfo] [Table_Title] LUMENTUM（LITE） | --- | --- | |----------------------------|------------| | | 信息技术 | | [Table_Invest 评级： ] | 增持 | | 当前价格（美元）： | 47.17 | | | 2024.03.01 | 整体略低预期，下一代产品将受益 | --- | --- | --- | --- | --- | |----------|-----------------------|----------------------|--------------------------------------|---------------| | | 王彦龙 ( 分析师 ) | 黎明聪 ( 分析师 ) | 交易数据 \n52 周内股价区间（美元） | 45.38-60.99 | | | 010-83939775 | 0755-23976500 | 当前股本（百万股） | | | | wangyanlong@gtjas.c ...

Got it. And then, my second question is on the telecom. Just wondering, you talked about tunable lasers. Just wondering how big that business is and also can you -- any update on the ROADM segment? Dave Kang Ruben Roy Customers trying to improve system or network performance, if you will through a different sort of product design. Ruben Roy differentiated efficiency of the solar cells. So, as you can imagine, 1% efficiency or even a fraction of a percent efficiency for solar cells is a big deal. And so, for ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36861 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter) Delaware 47-3108385 (State or other juri ...

Q2 FY24 Conference Call February 8, 2024 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These include statements regarding our belief and expectations with respect to our markets, customers and industry, any anticipation or guidance as to demand for our products and technology from our customers and their end customers, including drivers of that demand and the timing of the increase ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q1 2024 Earnings Conference Call November 8, 2023 8:30 AM ET Conference Call Participants The forward-looking statements provided during this call are based on Lumentum's reasonable beliefs and expectations as of today. Lumentum undertakes no obligation to update these statements, except as required by applicable law. With that, I'll turn the call over to Alan. Company Participants Lumentum's press release with the fiscal first quarter results and accompanying supplement ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36861 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter) Delaware 47-3108385 (State or other jur ...

Q1 FY24 Conference Call November 8, 2023 /lumentum Forward Looking Statements and Financial Presentation This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These include statements regarding our belief and expectations with respect to our markets, customers and industry, statements regarding our acquisition of Cloud Light and the expected impact of the acquisition on our business and fi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended July 1, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36861 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter) Delaware 47-3108385 (State or other ...

FY23 Key Points Executed upon coherent module vertical integration strategy with NeoPhotonics and IPG product line acquisitions Doubled capacity in tunable access modules to address future growth – | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------|-------------|--------|-----------------|-------|-------------------------------|-------|---------|-----------------------------------------------------------------------|-------|--- ...

Jeff Koche Alan Lowe Thanks Jeff. Thank you. Lara, I think we will turn the call back over to Alan for some closing remarks. Thanks Kathy. Thank you everyone. I would like to leave everyone with a few thoughts as we wrap up the call. As I have said before, mid to long-term fundamentals are solid for our business as we serve the exponential growth in network bandwidth in the artificial intelligence, machine learning, mobile, carrier and cloud computing markets. New industrial applications are emerging for ou ...