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 – | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------|-------------|--------|-----------------|-------|-------------------------------|-------|---------|-----------------------------------------------------------------------|-------|--- ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q4 2023 Earnings Conference Call August 17, 2023 8:30 AM ET Company Participants Kathy Ta - Vice President of Investor Relations Alan Lowe - President, Chief Executive Officer Wajid Ali - Chief Financial Officer Chris Coldren - Senior Vice President, Chief Strategy, Corporate Development Officer Conference Call Participants Meta Marshall - Morgan Stanley David Vogt - UBS Alex Henderson - Needham Samik Chatterjee - JPMorgan George Notter - Jefferies Michael Genovese - Ros ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q3 2023 Results Conference Call May 9, 2023 8:30 AM ET Company Participants Kathy Ta - VP, IR Alan Lowe - President and CEO Wajid Ali - CFO Chris Coldren - SVP and Chief Strategy and Corporate Development Officer Conference Call Participants Simon Leopold - Raymond James Samik Chatterjee - JP Morgan Alex Henderson - Needham Meta Marshall - Morgan Stanley Tom O’Malley - Barclays Christopher Rolland - SIG Ruben Roy - Stifel Blake Friedman - Bank of America George Notter - ...

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 April 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 jurisdic ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2023 Earnings Conference Call February 9, 2023 8:30 AM ET Company Participants Kathy Ta - Vice President of Investor Relations Alan Lowe - President and Chief Executive Officer Wajid Ali - Chief Financial Officer Chris Coldren - Senior Vice President and Chief Strategy and Corporate Development Officer Conference Call Participants Simon Leopold - Raymond James Tom O'Malley - Barclays Christopher Rolland - SIG Samik Chatterjee - J.P. Morgan Alex Henderson - Needham Met ...

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 31, 2022 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 (Address of principa ...

Forward Looking Statements and Financial Presentation © 2022 Lumentum Operations LLC | LUMENTUM CONFIDENTIAL AND PROPRIETARY INFORMATION 2 Telecom & Datacom Datacom revenue declined Q/Q due to inventory digestion by cloud customers, as expected – Expect ~$60M gap between supply and demand in Q3 due to IC shortages, modestly improved from Q2 Industrial & Consumer Revenue down Q/Q, more than expected due to weaker demand from our largest 3DS customer – Ultrafast laser revenue more than doubled Y/Y due to expa ...

Q1 FY23 Conference Call November 8, 2022 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 expectations for our markets, customers and industry, any anticipation or guidance as to demand for our products and technology, statements regarding our expected market share, our plans and expectations ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q1 2023 Results Conference Call November 8, 2022 8:30 AM ET Company Participants Kathy Ta - VP, IR Alan Lowe - President and CEO Wajid Ali - CFO Chris Coldren - SVP and Chief Strategy and Corporate Development Officer Conference Call Participants Samik Chatterjee - JP Morgan Simon Leopold - Raymond James Meta Marshall - Morgan Stanley George Notter - Jefferies Vivek Arya - Bank of America Alex Henderson - Needham Tom O'Malley - Barclays Ananda Baruah - Loop Capital Micha ...

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 October 1, 2022 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 jurisd ...