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Lumentum (LITE) investor relations material
Lumentum UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Leadership transition and business outlook
CEO joined less than a year ago, inheriting a business with a much stronger performance than forecasted.
Board sought leadership with semiconductor scaling experience to address growing demand in optics.
Share price has appreciated significantly since the CEO's arrival.
Transceiver business strategy
Transceiver segment is challenging, with the company a minority player behind major competitors.
Annual revenue runs at $500M, with aspirations to reach $1B but not exceed it due to margin headwinds.
Margin improvement efforts include scaling manufacturing, automation, and insourcing components.
Targeting mid-30s margin profile over the next few quarters.
EML and capacity expansion
EML capacity doubled in the past year, with an additional 40% increase targeted over the next three quarters.
Virtualization strategy across three fabs aims to further boost output over the next six quarters.
Despite industry-wide capacity additions, supply-demand imbalance is expected to persist through 2027.
Considering significant new investments in manufacturing footprint.
OCS TAM: What's the updated outlook?
EML supply-demand: How long will imbalance last?
Transceiver business: Growth vs. margin strategy
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Raymond James TMT and Consumer Conference8 Dec, 2025
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Frequently asked questions
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers an array of components for applications that transmit, receive, or convert light signals or waves for fiber-optic and free-space communications systems under the brand name Crystal; provides products for converting laser beams into light signals under the brand name Manta Ray; and designs, manufactures, and sells electro-absorption modulators and lasers used in voice and data transmission as well as financial trading applications under the brand name PORCELAIN. It also offers various semiconductor diode lasers and modules for enterprise, data center interconnecting network equipment under PASS Laser Solutions; telecom infrastructure applications under LUMINANT Business Unit; broadband access solutions; fiber access solutions; laser source solutions; metro optical solutions; nanophotonic solutions; fiber laser solutions; metrology solutions; senior care solutions; femtosecond lasers for material processing applications, dental applications, eye surgery applications utilized in corneal reshaping procedures, refractive surgery procedures called LASIK. Lumentum Holdings Inc is based in San Jose, California.
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