Thank you. Our next question comes from Vivek Arya of Bank of America Merrill Lynch. Vivek, your line is open. Please go ahead. I would say that it's more end market softness in the cloud providers. And so for Lumentum, we sell Datacom chips to both the cloud providers as well as the module manufacturers. And as the cloud, as the cloud providers slow the deployment to data centers, they slow the deployment of consumption of Datacom modules. And so, what we're seeing is, is that inventory being depleted, but ...

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 31, 2022 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 ...

Forward Looking Statements and Financial Presentation © 2022 Lumentum Operations LLC | LUMENTUM CONFIDENTIAL AND PROPRIETARY INFORMATION 2 Telecom & Datacom Datacom revenue declined Q/Q due to inventory digestion by cloud customers, as expected – Expect ~$60M gap between supply and demand in Q3 due to IC shortages, modestly improved from Q2 Industrial & Consumer Revenue down Q/Q, more than expected due to weaker demand from our largest 3DS customer – Ultrafast laser revenue more than doubled Y/Y due to expa ...

Q1 FY23 Conference Call November 8, 2022 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 expectations for our markets, customers and industry, any anticipation or guidance as to demand for our products and technology, statements regarding our expected market share, our plans and expectations ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q1 2023 Results Conference Call November 8, 2022 8:30 AM ET Company Participants Kathy Ta - VP, IR Alan Lowe - President and CEO Wajid Ali - CFO Chris Coldren - SVP and Chief Strategy and Corporate Development Officer Conference Call Participants Samik Chatterjee - JP Morgan Simon Leopold - Raymond James Meta Marshall - Morgan Stanley George Notter - Jefferies Vivek Arya - Bank of America Alex Henderson - Needham Tom O'Malley - Barclays Ananda Baruah - Loop Capital Micha ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q4 2022 Results Conference Call August 16, 2022 8:30 AM ET Company Participants Kathy Ta - VP, IR Alan Lowe - President and CEO Wajid Ali - EVP and CFO Chris Coldren - SVP, Chief Strategy and Corporate Development Officer Conference Call Participants Alex Henderson - Needham George Notter - Jefferies Simon Leopold - Raymond James Tom O’Malley - Barclays Meta Marshall - Morgan Stanley Christopher Rolland - Susquehanna Samik Chatterjee - JP Morgan Ananda Baruah - Loop Capi ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q3 2022 Earnings Conference Call May 4, 2022 8:30 AM ET Company Participants Kathryn 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, Chief Strategy and Corporate Development Officer Conference Call Participants Simon Leopold - Raymond James & Associates Samik Chatterjee - JPMorgan Alex Henderson - Needham & Company George Not ...

Q3 FY22 Conference Call May 4, 2022 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 statements include any anticipation or guidance as to future financial or operating performance, trends in our business, including our market position and trends in demand for our products and technology, supply and manufacturing trends inclu ...

Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2022 Earnings Conference Call February 3, 2022 8:30 AM ET Company Participants Kathy Ta – Vice President-Investor Relations Alan Lowe – President and Chief Executive Officer Wajid Ali – Chief Financial Officer Chris Coldren – Senior Vice President, Chief Strategy and Corporate Development Officer Conference Call Participants Samik Chatterjee – JPMorgan Tom O’Malley – Barclays Alex Henderson – Needham Rod Hall – Goldman Sachs Simon Leopold – Raymond James George Notter ...

Q2 FY22 Conference Call February 3, 2022 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 statements include any anticipation or guidance as to future financial or operating performance, trends in our business, including our market position and trends in demand for our products and technology, supply and manufacturing trends ...