[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 ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2024 Earnings Conference Call February 8, 2024 8:30 AM ET Company Participants Kathy Ta - Vice President of Investor Relations Alan Lowe - President and Chief Executive Officer Wajid Ali - Executive Vice President and Chief Financial Officer Chris Coldren - Senior Vice President and Chief Strategy and Corporate Development Officer Conference Call Participants Simon Leopold - Raymond James Alex Henderson - Needham & Company Samik Chatterjee - J.P. Morgan Christopher Ro ...

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 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 Joe Cardoso - JPMorgan Meta Marshall - Morgan Stanley David Vogt - UBS Vivek Arya - Bank of America Securitie ...

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) (Registrant's telephone number, inc ...

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 ...