Lumentum Holdings Inc. (LITE) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, everyone, and welcome to the Lumentum Holdings fourth quarter fiscal year 2025 earnings call. All participants will be in a listen-only mode. Please also note today's event is being recorded for replay purposes. If you'd like to ask a question during the Q&A session, you can do so by pressing star 1, or if you'd like to remove your question for any reason, you can press star 2. Once again, to ask a question, please press star 1. Additionally, during that Q&A session, we'll be having one question and one follow for all participants. At this time, I would like to turn the conference call over to Kathy Taw, Vice President of Investor Relations. Ms. Taw, please go ahead. Thank you, Regan, and welcome to Lumentum's fiscal fourth quarter and full year 2025 earnings call. This is Kathy Taw, 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 Yuan, President, Cloud and Networking. Today's call will include forward-looking statements, including, without limitation, statements regarding our future operating results, strategies, trends, and expectations for our products and technologies that are being made under the safe harbor of the Securities Litigation Reform Act of 1995. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectations, particularly the risk factors set forth in our SEC filings under risk factors and elsewhere. We encourage you to review our most recent filings with the SEC, particularly the risk factors described in our most recent 10Q and in our 10-K for the fiscal year ended June 28, 2025, to be filed by Lamentum with the F...