Lumentum (LITE) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.54%. A quarter ago, it was expected that this optical networking products maker would post earnings of $0.31 per share when it actually produced earnings of $0.32, delivering a surprise of 3.23%.Over the last four quar ...

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 March 30, 2024 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 jurisdi ...

业绩总结 - Q3 FY24总公司营收和非GAAP每股收益均超过指导中点[4] - Q3 FY24营收为3.665亿美元，毛利率为16.2%，运营费用为4.75亿美元，运营亏损为1.146亿美元，每股亏损为1.88美元[5] - Q3 FY24非GAAP营收为3.665亿美元，毛利率为32.6%，运营费用为2.85亿美元，运营收入为1.5亿美元，每股收益为0.29美元[6] 部门业绩 - 云计算和网络部门营收环比增长9%，同比增长7%，主要受云数据中心收入创纪录推动，部分抵消了电信行业的疲软[4] - 工业技术部门营收环比下降34%，同比下降42%，符合预期，主要是由于3D传感季节性和工业激光客户库存调整[4] 财务状况 - 公司现金及短期投资为8.709亿美元，总资产为42.045亿美元，总负债为30.278亿美元，股东权益为11.767亿美元[4] 预测展望 - Q4 FY24非GAAP营收预计为2.9亿至3.15亿美元，运营利润率预计为-3.0%至1.0%，每股收益预计为-0.05至0.10美元[9]

NEWS RELEASE LUMENTUM ANNOUNCES FISCAL THIRD QUARTER 2024 FINANCIAL RESULTS • Net revenue of $366.5 million • GAAP gross margin of 16.2%; Non-GAAP gross margin of 32.6% • GAAP operating loss of 31.3%; Non-GAAP operating margin of 4.1% • GAAP diluted net loss per share of $1.88; Non-GAAP diluted net income per share of $0.29 San Jose, Calif., May 6, 2024 – Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fiscal third quarter ended March 30, 2024. “Lumentum is well-positione ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Lumentum (LITE) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 6. On the othe ...

业绩总结 - 公司下调了FY2024-FY2026的营收和净利润预测，给予增持评级[2] - 公司发布的FY2024Q2财报显示营收为366.8百万美元，业绩符合预期，但展望略低预期[3] 新产品和新技术研发 - 公司将在2024H2推出800G认证产品，预计在1.6T时代受益，具备领先地位[4]

Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2024 Earnings Conference Call February 8, 2024 8:30 AM ET Company Participants Kathy 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 and Chief Strategy and Corporate Development Officer Conference Call Participants Simon Leopold - Raymond James Alex Henderson - Needham & Company Samik Chatterjee - J.P. Morgan Christopher Ro ...

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 30, 2023 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 ...

业绩总结 - 公司在Q2 FY24财报电话会议中提到，总收入为366.8百万美元[5] - 云计算和网络部门的收入为286.7百万美元，工业技术部门的收入为80.1百万美元[7] - 非GAAP净利润为13.0百万美元，每股收益为0.32美元[6] 新产品和新技术研发 - 公司完成了Cloud Light收购，扩大了云计算和人工智能增长机会[4]

财务数据和关键指标变化 - 第一季度收入和每股收益超过了中值指引范围 [17] - 第一季度非GAAP毛利率为34.9%,环比和同比下降,主要受到产品组合、工厂利用率下降和收入下降的影响 [35] - 第一季度非GAAP营业利润率为3.3%,环比和同比下降 [35] - 第一季度非GAAP营业收入为1060万美元,调整后EBITDA为3460万美元 [35] - 第一季度非GAAP营业费用为1.001亿美元,占收入31.5%,环比下降230万美元,同比下降660万美元,主要由于严格控制费用 [36] 各条业务线数据和关键指标变化 - 云和网络业务收入环比下降19.8%,同比下降36.2%,主要受到大部分网络产品线的普遍疲软影响,但数据中心激光器和可调谐接入模块实现了环比增长 [20][42] - 工业科技业务收入环比增长4.3%,同比下降40.1%,主要受到光纤激光器业务疲软影响,但3D传感业务随着新智能手机产品的量产而有所回升 [27][43] 各个市场数据和关键指标变化 - 云数据中心需求是云和网络业务的最强劲增长动力,800G光模块的部署正在增加 [21][22] - 工业激光器需求预计将在2024年继续疲软,但新兴的太阳能电池制造应用将部分抵消这一近期不利因素 [28] 公司战略和发展方向及行业竞争 - 收购Cloud Light后,公司在为云运营商提供光子器件方面的地位得到加强,有望在人工智能快速发展的大数据中心市场上实现超过5倍的服务机会扩张 [11][13] - 公司正在开发高速200Gbps EML芯片,以支持未来1.6Tbps光模块的发展,并已开始向客户提供800G ZR光模块样品 [23][26] - 公司正在与客户合作开发定制激光器设计,以满足人工智能对高带宽、低延迟光互连的需求 [113][114] 管理层对经营环境和未来前景的评论 - 公司目前面临两种动态:一方面,数据中心客户需求强劲;另一方面,网络和工业客户的库存消化仍在持续 [29] - 公司预计2024年上半年出货量将逐步与客户需求更加匹配,到第四季度将完全恢复 [152] - 公司对未来光子技术的广泛应用前景保持乐观,将继续投资研发以满足客户需求 [166] 问答环节重要的提问和回答 问题1 **Simon Leopold 提问** 询问Cloud Light业务在12月季度的收入贡献 [52] **Alan Lowe 回答** Cloud Light将贡献约7.5周的收入,具体数字未披露 [54] 问题2 **Joe Cardoso 提问** 询问公司对电信市场的看法,是否已见底并开始回升 [61] **Alan Lowe 回答** 公司仍在低于终端客户消费水平出货,预计库存消化将持续到2024年初,但到第四季度将基本恢复正常 [62][152] 问题3 **Meta Marshall 提问** 询问Cloud Light的资本支出计划 [73] **Alan Lowe 回答** 目前还为时尚早,公司将根据客户反馈适当调整Cloud Light的产能投资计划 [75][76]