Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, everyone, and welcome to the Lumentum Holdings fourth quarter and fiscal year 2026 earnings call. All participants will be in a listen-only mode. Please also note today's event is being recorded for replay purposes. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star 1 on your telephone keypad. To withdraw your question, press star 1 again. At this time, I would like to turn the conference call over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead. Thank you, Matthew, and welcome to Lamentum's fiscal fourth quarter and full year 2026 earnings call. This is Kathy Ta, Lamentum'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 Wupen Yuen, president global business units. 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. We encourage you to review our most recent filings with the SEC, particularly the risks described under risk factors and elsewhere in our 10Q for the fiscal quarter ended March 28th, 2026 and in our most recent 10K for the fiscal year ended June 27th, 2026 to be filed by Lumentum with the SEC. The forward-looking statements provided during this call are based on Lamentum's reasonable beliefs and expectations as of today. Lament...