---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-004265"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2025-02-06T23:59:59+00:00"
generated_at: "2026-05-27T01:41:00.352958+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Lumentum Q2 FY25 rev $402.2M beats guidance; CEO Lowe to exit, Hurlston in

## Summary
- Revenue $402.2M (+19.4% QoQ, +9.7% YoY); GAAP net loss $0.88/sh, non-GAAP EPS $0.42, above guidance high end.
- Cloud & Networking segment $339.2M (84.3% of revenue), up 20.2% QoQ on strong cloud demand.
- Cash and short-term investments $896.7M, down $19.4M from prior quarter.
- CEO Alan Lowe to step down; Michael Hurlston appointed as new CEO to ensure smooth transition.
- Company reaffirms goal of $500M quarterly revenue by end of calendar 2025.

## SEC filing metadata
- accession: 0001628280-25-004265
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2025-02-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000162828025004265/0001628280-25-004265-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000162828025004265/lite-20250206.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-004265
- JSON: https://secwatch.observer/filing/0001628280-25-004265.json
- Plain text: https://secwatch.observer/filing/0001628280-25-004265.txt

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