Lumentum Holdings Inc. (LITE) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, everyone, and welcome to the Lumentum Holdings Third Quarter Fiscal Year 2025 Earnings Call. All participants will be in listen mode only. Please also note today's event is being recorded for replay purposes. At this time, I'll now like to turn the conference over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead. Thank you, and welcome to Lumentum's Fiscal Third Quarter 2025 Earnings Call. This is Kathy Ta, Lumentum's Vice President of Investor Relations. Joining me today are Michael Hurlston, President and Chief Executive Officer, Wajid Ali, Executive Vice President and Chief Financial Officer, and Wu-Pan Nguyen, President, Cloud and Networking. Today's call will include forward-looking statements, including statements regarding our strategies, trends, and expectations for our products and technologies, including demand, our customers, our end markets and market opportunities, our expectations and beliefs regarding recent acquisitions, including Cloudlight, macroeconomic trends, including the impact of tariffs and other trade regulations, and our expected financial and operating performance, including our guidance, as well as statements regarding our future revenues, financial model, and margin targets. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectations, particularly the risk factors described in our SEC filings. We encourage you to review our most recent filings with the SEC, particularly the risk factors described in our most recent 10K and in our 10Q that will be filed soon. The forward-looking statements provided during this call are based on Lumentum's reasonable beliefs and expectations as of today. Lumentum undertakes no obligation to up...