Lumentum Holdings Inc. (NASDAQ:LITE) Q3 2024 Earnings Conference Call May 6, 2024 5:00 PM ET

Company Participants

Kathy Ta - Vice President, Investor Relations
Alan Lowe - President & Chief Executive Officer
Wajid Ali - Executive Vice President & Chief Financial Officer
Chris Coldren - Senior Vice President, Chief Strategy & Corporate Development Officer

Conference Call Participants

Simon Leopold - Raymond James
George Notter - Jefferies
Samik Chatterjee - JPMorgan
Meta Marshall - Morgan Stanley
Christopher Rolland - SIG
David Vogt - UBS
Ananda Baruah - Loop Capital
Tom O'Malley - Barclays
Karl Ackerman - BNP Paribas
Tim Savageaux - Northland Capital Markets

Operator

Good day, everyone, and welcome to the Lumentum Holdings' Third Quarter Fiscal Year 2024 Earnings Call. All participants will be in a listen-only mode. Please also note, today's event is being recorded for replay purposes.

At this time, I would now like to turn the conference call over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead.

Kathy Ta

Thank you, and welcome to Lumentum's fiscal third quarter 2024 earnings call. This is Kathy Ta, Lumentum's Vice President of Investor Relations. Joining me today are Alan Lowe, President and Chief Executive Officer; Wajid Ali, Executive Vice President and Chief Financial Officer; and Chris Coldren, Senior Vice President and Chief Strategy and Corporate Development Officer.

Today's call will include forward-looking statements, including statements regarding our expectations and beliefs regarding recent acquisitions, including Cloud Light and NeoPhotonics, macroeconomic trends, trends and expectations for our products and technologies, our end markets, market opportunities and customers, and our expected financial and operating performance, including our guidance, as well as statements regarding our future revenues, financial model, and margin targets.

These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectations, particularly the risk factors described in our SEC filings. We encourage you to review our most recent filings with the SEC, particularly the risk factors described in our most recent [10-Q] (ph) and in our 10-Q that will be filed soon. The forward-looking statements provided during this call are based on Lumentum's reasonable beliefs and expectations as of today. Lumentum undertakes no obligation to update these statements, except as required by applicable law.

Please also note that unless otherwise stated, all financial results and projections discussed in this call are non-GAAP. Non-GAAP financials are not to be considered as a substitute for or superior to financials prepared in accordance with GAAP.