---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-24-046302"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2024-11-07T23:59:59+00:00"
generated_at: "2026-05-30T03:36:03.507145+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-24-046302
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2024-11-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828024046302/0001628280-24-046302-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828024046302/lite-20241107.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-046302
- JSON: https://secwatch.observer/filing/0001628280-24-046302.json
- Plain text: https://secwatch.observer/filing/0001628280-24-046302.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.