- Fiscal-fourth-quarter revenue reached about $1.01 billion, up 109% year over year, while adjusted earnings per share came in at $3.23. [1] - Lumentum guided for September-quarter revenue of $1.225 billion to $1.275 billion and a non-GAAP operating margin of 39.5% to 40.5%. [1] - Shares rose about 2% after hours on August 11 despite the sharp increase in revenue.
[2] Lumentum’s revenue more than doubled in its fiscal fourth quarter as cloud and AI data-center customers increased purchases of optical components, transceivers and related systems. The company reported revenue of about $1.01 billion, up 109% from a year earlier, and adjusted earnings per share of $3.23. [1]
The San Jose, California-based company forecast fiscal first-quarter revenue of $1.225 billion to $1.275 billion, with non-GAAP operating margin of 39.5% to 40.5%. The outlook extends a growth streak that has been driven by demand for the optical links that move data among AI servers and through data-center networks. [1]
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mlq.ai — original article
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