Lumentum Holdings Inc. (NASDAQ:LITE) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET

Company Participants

Kathy Ta - VP, IR
Alan Lowe - President and CEO
Wajid Ali - EVP and CFO
Chris Coldren - SVP, Chief Strategy & Corporate Development Officer

Conference Call Participants

Samik Chatterjee - JPMorgan
Simon Leopold - Raymond James
Karan Juvekar - Morgan Stanley
Ananda Baruah - Loop Capital
Mike Genovese - Rosenblatt
Tom O'Malley - Barclays
Karl Ackerman - BNP
Ryan Koontz - Needham & Co.
Christopher Rolland - SIG
Richard Shannon - Craig-Hallum

Operator

Good day everyone and welcome to the Lumentum Holdings First 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. [Operator Instructions]

At this time, I'd 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 first quarter 2025 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 strategies, trends, and expectations for our products and technologies, including demand, our customers, our end markets, end market opportunities, our expectations and beliefs regarding recent acquisitions, including Cloud Light, macroeconomic trends 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-K 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.