Earnings call briefFiscal fourth-quarter 2026
Lumentum Holdings says components to supply about half of fiscal Q1 growth
The company expects systems, including 1.6T transceivers and accelerating OCS deliveries, to supply the other half of that growth.
GetSignal Lumentum Holdings LITE
Lumentum Holdings said on its fiscal fourth-quarter call that it expects fiscal first-quarter revenue to reach its $1.25 billion target more than one quarter sooner than the plan outlined at the last OFC.
It also said it expects its first triple-digit OCS revenue quarter in the fiscal first-quarter guidance.
Quotes from the call
“We anticipate that approximately half of the sequential growth will stem for our components portfolio driven by continued expansion in scale-out and scale-across applications.”
Key facts from the call
- Fiscal first-quarter revenue target timing
- $1.25 billion, more than one quarter sooner than the plan outlined at the last OFC
- Expected fiscal first-quarter sequential growth from components
- approximately half
- Expected fiscal first-quarter sequential growth from systems
- the other half
Source: Lumentum Holdings' fiscal fourth-quarter 2026 earnings call, August 11, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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