Lumentum Q1 FY2025 revenue $336.9M beats guidance; Non-GAAP EPS $0.18; record datacom orders

Lumentum Holdings Inc.

2025-Q1 EPS reported -$1.21 revenue$336,900,000

Net revenue $336.9M (+9.3% QoQ, +6.1% YoY); GAAP EPS -$1.21, Non-GAAP EPS $0.18 beating guidance.
Cloud & Networking revenue $282.3M (+22.9% YoY); record datacom laser chip orders including 200G EML for AI.
Secured additional hyperscale transceiver customer; initial volume orders expected to ship in H1 2025.
Cash & investments $916.1M (+$29.1M QoQ); Non-GAAP gross margin 32.8%, operating margin 3.0%.
Management guides for double-digit sequential revenue growth in fiscal Q2 2025.

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