Wu-Pan Nguyen
President, Cloud and Networking
Replay available
Lumentum Holdings Inc. (LITE) Q3 2025 Earnings Call
Lumentum Holdings Inc. (NASDAQ: LITE) Q3 2025 earnings conference call, held 2025-05-06. Replay captured from the company's public earnings webcast.
Hosted by
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Wajid Ali
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Meta Marshall
Analyst, Morgan Stanley
Kathy Ta
Vice President of Investor Relations
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Lumentum Holdings Inc..
Replay transcript excerpt
WEBVTT 00:00:01.786 -- 00:00:06.531 Good day, everyone, and welcome to the Lumentum Holdings Third Quarter Fiscal Year 2025 00:00:06.531 -- 00:00:10.816 Earnings Call. All participants will be in listen mode only. 00:00:10.816 -- 00:00:14.239 Please also note today's event is being recorded for replay purposes. 00:00:14.239 -- 00:00:18.404 At this time, I'll now like to turn the conference over to Kathy Ta, Vice President of 00:00:18.404 -- 00:00:22.546 Investor Relations. Ms. Ta, please go ahead. 00:00:24.190 -- 00:00:29.410 Thank you, and welcome to Lumentum's Fiscal Third Quarter 2025 Earnings Call. 00:00:29.410 -- 00:00:33.634 This is Kathy Ta, Lumentum's Vice President of Investor Relations. 00:00:33.634 -- 00:00:38.659 Joining me today are Michael Hurlston, President and Chief Executive Officer, Wajid 00:00:38.659 -- 00:00:44.464 Ali, Executive Vice President and Chief Financial Officer, and Wu-Pan Nguyen, 00:00:44.464 -- 00:00:50.129 President, Cloud and Networking. Today's call will include forward-looking statements, 00:00:50.129 -- 00:00:55.294 including statements regarding our strategies, trends, and expectations for our products 00:00:55.294 -- 00:01:00.497 and technologies, including demand, our customers, our end markets 00:01:00.497 -- 00:01:02.439 and market opportunities, 00:01:02.439 -- 00:01:08.186 our expectations and beliefs regarding recent acquisitions, including Cloudlight, 00:01:08.186 -- 00:01:13.954 macroeconomic trends, including the impact of tariffs and other trade regulations, 00:01:13.954 -- 00:01:18.559 and our expected financial and operating performance, including our guidance, as well 00:01:18.559 -- 00:01:23.900 as statements regarding our future revenues, financial model, and margin targets. 00:01:23.900 -- 00:01:28.847 These st...