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Lumentum (LITE) investor relations material
Lumentum Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for November 18, 2026, at 8:00 a.m. PST, virtually; voting deadline is November 17, 2026, at 11:59 p.m. ET.
Voting matters and shareholder proposals
Board recommends voting For all eight director nominees, advisory approval of named executive officer compensation, and auditor ratification.
Board of directors and corporate governance
Director nominees: Penelope A. Herscher, Pamela F. Fletcher, Isaac H. Harris, Michael E. Hurlston, Brian J. Lillie, Paul R. Lundstrom, Ian S. Small, and S. Thad Trent.
- FY26 growth and performance-linked pay headline a three-proposal annual meeting.LITE
Proxy filing - AI and optical demand are surging, driving growth and new opportunities through 2028.LITE
Citi’s 2026 Global TMT Conference - Optics are set to become the backbone of data center connectivity, with rapid industry-wide adoption.LITE
Deutsche Bank 2026 Technology Conference - Q4 revenue up 109% YoY to $1.01B, with record margins, strong AI/cloud demand, and a $7.8B debt loss.LITE
Q4 2026 - AI-driven optical networking demand and new technologies drive rapid growth toward $2B/quarter revenue.LITE
Nokia Oyj Optical Fiber Communication Conference 2026 - Revenue up 58% to $533.8M, non-GAAP EPS $1.10, and margins expanded on strong AI/cloud demand.LITE
Q1 2026 - Record datacom chip orders and cloud/AI demand drive strong growth outlook for 2025.LITE
Q4 2024 - AI photonics and optical innovation drive $3B+ revenue and 20%+ margin targets.LITE
Investor Briefing - Q2 revenue and EPS exceeded guidance, led by cloud demand and record EML shipments.LITE
Q2 2025
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