LUMN Earnings

Lumentum Announces Fourth Quarter and Full Fiscal Year 2025 Results

Published August 12, 2025 at 08:03 PM

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fourth quarter and full fiscal year ended June 28, 2025. “In our fiscal fourth quarter, we executed exceptionally well in meeting robust demand across our portfolio of cloud products supporting AI data centers,” said Michael Hurlston, Lumentum President and CEO. “This solid performance, combined with sustained customer demand, drove our Q4 revenue above the high end of the upwa

Related Questions

How will the strong Q4 performance and robust demand for AI data center cloud products affect Lumentum's stock price in the short term? What are the revenue growth rates compared to Lumentum's historical performance and to its key competitors in the photonics and AI data center markets? Did the company provide any guidance or outlook for FY2026, and how does that align with market expectations? What margin expansion or cost structure changes were observed in Q4, and are they sustainable moving forward? Are there any notable changes in the company's capital allocation, such as capex, R&D spending, or share buybacks, that could impact future earnings? How might the sustained customer demand for AI data center products influence Lumentum's long‑term growth trajectory and market share? What macro‑economic or supply‑chain factors could affect the continuation of this demand trend for Lumentum's products? Is there any new product or technology rollout mentioned that could create a competitive advantage or disrupt the market?