Lumentum Holdings Inc (lite) Q3 2025 earnings call highlights: exceeding expectations with …

• Revenue: 425.2 million US dollars above the upper end of the instructions.

• Non-GAAP-EPS: 0.57 USD that exceed the expectations of the guidelines.

• GAAP large border: 28.8%.

• Non-GAAP gross margin: 35.2%, 290 basis points one after the other.

• Non-GAAP operating range: 10.8%, 290 basis points one after the other.

• Non-GAAP operating profit: 46.1 million US dollars.

• Adapted EBITDA: 71 million dollars.

• Income from the cloud and network segment: USD 365.2 million, one after the other by 8% and 16% compared to the previous year.

• Sales of Industrial Tech Segment: $ 60 million, one after the other by 5%, by 14% compared to the previous year.

• Capex investment: USD 59.5 million, mainly to expand the capacity of the clean room and the production of indium phosphide.

• Cash and short -term investments: Decreased by $ 30 million to $ 867 million.

• Q4 income instructions: 440 million to 470 million US dollars.

• Q4 non-GAAP operating margin guide: 13% to 14%.

• Q4 Non-GAAP-EPS instructions: 0.70 to $ 0.80 per share.

Appearance date: May 06, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Lumentum Holdings Inc (Nasdaq: Lite) exceeded the upper end of her guidelines for both sales and the EPS in the third quarter, which is due to the strong demand from cloud customers.

• Sales in the cloud and networking segment increased by 8% and 16% in a row compared to the previous year, which was heated by a robust demand from hyperscale cloud customers.

• The company set a record for EML chip programs and remains up to date until the end of calendar in 2025 to more than double this business.

• Lumentenum Holdings Inc (Nasdaq: Lite) rampt the production in CW lasers for the transceiver applications of silicon photonics with increased programs.

• The company demonstrated the optical switch of R300, which is expected to scalability and efficiency in AI clusters and Intra data center networks.

• The turnover of industrial tech segment was 5% back, which reflected the persistent macroeconomic headwind, which affects industrial laser demand.

• Due to higher material costs and tariffs for shipments to US targets, the company is faced with 100 basis points of the gross margin of the overall grade.

• Despite the capacity capacity, Lumentum Holdings Inc (Nasdaq: Lite) is not able to meet the demand for lasers with a narrow line width for the balance of the calendar year.

• There is macroeconomic volatility, including tariff dynamics and export controls that represent short -term challenges.

• The company is experiencing supply restrictions in telecommunications products that are expected to remain for the next quarters.

Q: How is Lumentum on the sales target of 500 million US dollars by the end of the calendar year? A: Michael E. Hurlston, CEO, confirmed that Lumentum has reached the sales target of 500 million US dollars by the end of the year. The company leads one quarter each, but is still confident of achieving this goal.