secwatch.observer — SEC 8-K summary
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Issuer:     Lumentum Holdings Inc. (LITE)
CIK:        0001633978
Form:       8-K
Filed at:   2025-08-12T23:59:59+00:00
Accession:  0001628280-25-039896
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Lumentum Q4 revenue $480.7M beats guidance; non-GAAP EPS $0.88; sees $600M quarterly revenue by June 2026
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- Q4 net revenue $480.7M, up 55.9% YoY; GAAP net income $213.3M ($2.96 EPS); non-GAAP net income $63.3M ($0.88 EPS).
- Cloud & Networking revenue $424.1M (88.2% of total), up 66.5% YoY driven by AI data center demand (EML chips, 800G modules).
- FY2025 revenue $1.645B, up 21% YoY; GAAP net income $25.9M vs loss $546.5M in FY2024; non-GAAP EPS $2.06.
- Management confident in surpassing $600M quarterly revenue by June 2026 or earlier, citing strong AI demand.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1633978/000162828025039896/0001628280-25-039896-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1633978/000162828025039896/lite-20250812.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-039896

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer