Lumentum (LITE) Q2 FY26 earnings call

Earnings call· Dec 2025 (Q2 FY26)· Information Technology· Feb 3, 2026

Source: earnings call transcript

Lumentum delivered a record second quarter, driven by strong demand for its AI networking technologies, particularly in cloud transceivers and optical circuit switches. The company is accelerating its growth trajectory, with Q3 guidance significantly exceeding prior expectations, and is actively expanding capacity to meet surging customer demand across its foundational components and systems businesses. Management highlighted the increasing importance of optical scale-up and scale-out solutions in next-generation data centers.

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LITE operating KPIs by quarter

LITE operating KPIs stated on its earnings calls, by fiscal quarter
KPI	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.