财务数据和关键指标变化 - 第三季度收入为3.665亿美元,环比基本持平,同比下降4.4% [31] - 第三季度非GAAP毛利率为32.6%,环比持平,同比下降 [32] - 第三季度非GAAP营业利润率为4.1%,环比上升60个基点,同比下降 [32] - 第三季度非GAAP净利润为1960万美元,非GAAP每股收益为0.29美元 [34] 各条业务线数据和关键指标变化 - 云网络业务收入为3.138亿美元,环比增长9.5%,同比增长7.1% [36] - 工业技术业务收入为5270万美元,环比下降34.2%,同比下降41.7% [36] 各个市场数据和关键指标变化 - 电信客户库存消化仍在持续,电信业务收入将继续受到影响 [20] - 云数据中心需求强劲,公司有多个重要客户正在合作开发新产品 [11][12][13][14][15] - 工业激光业务在第三季度出现逾40%的环比增长,但3D传感业务和工业激光客户库存消化导致整体下滑 [22] 公司战略和发展方向及行业竞争 - 公司正在采取三管齐下的策略抓住云数据中心光电子市场的巨大机遇 [11][12][13][14][15] - 公司正在大幅扩充产能,以满足云客户的强劲需求 [13][59][60][61][62][63][68][69] - 公司正在与云和AI基础设施客户合作,开发创新解决方案以提高能源效率 [14] - 公司在电信光网络基础设施市场保持领先地位,未来有望受益于网络容量扩张需求 [16][17][21] 管理层对经营环境和未来前景的评论 - 管理层对公司在云数据中心市场的发展前景表示乐观,预计2025年底公司季度收入将超过5亿美元 [22][82] - 管理层认为电信业务的库存消化将在未来几个季度内结束,电信业务有望在2025年及以后实现强劲增长 [20][110] - 管理层对公司在新兴工业应用领域的发展前景表示乐观,预计未来几个季度工业技术业务将有所改善 [22] 问答环节重要的提问和回答 问题1 **Simon Leopold 提问** 询问第三季度云网络业务收入下降4000万美元的原因 [42][43] **Alan Lowe 回答** 这是由于电信客户的支出放缓导致的额外影响,与上一季度提到的Cloud Light业务转型无关 [43] 问题2 **George Notter 提问** 询问公司在泰国的产能扩张计划 [59][60][61][62][63][68][69] **Alan Lowe 回答** 公司正在泰国新建一栋三层楼的厂房,以满足云客户的强劲需求,这是基于与客户的紧密合作和对未来需求的判断 [59][60][61][62][63][68][69] 问题3 **Samik Chatterjee 提问** 询问公司2025年底实现5亿美元季度收入的具体目标和时间线 [80][81][82] **Alan Lowe 和 Chris Coldren 回答** 公司有多个重要客户正在合作开发新产品,预计2025年底公司季度收入将超过5亿美元,这需要公司在2024年底和2025年初完成产品资格认证并实现量产 [80][81][82]

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]