Lumentum (LITE) Q3 FY25 earnings call

Earnings call· Mar 2025 (Q3 FY25)· Information Technology· May 6, 2025

Source: earnings call transcript

Lumentum exceeded Q3 FY25 revenue and EPS guidance, driven by robust demand in its Cloud & Networking segment, particularly from hyperscale customers and EML chip shipments. The company is actively managing supply chain shifts and tariff impacts while maintaining confidence in its medium-term financial targets, including a $500 million quarterly run rate by calendar year-end.

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LITE operating KPIs by quarter

LITE operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2025 Q3 FY25	Jun 2025 Q4 FY25	Change vs prior quarter
Customers Cloud Transceiver	3 We're building momentum in the transceiver market with 3 cloud transceiver customers already on board and more wins expected in the pipeline. Source: earnings call transcript	3 We shipped cloud modules to all 3 of our major hyperscale customers, and we expect shipments to grow sequentially in the coming quarters. Source: earnings call transcript	0%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.