Lumentum said its fiscal 2025 Q1 (ended September 28, 2024) net revenue was $336.9 million, with a GAAP net loss of $82.4 million and a diluted net loss per share of $1.21.

1. 01

   Lumentum said its fiscal 2025 Q1 (ended September 28, 2024) net revenue was $336.9 million, with a GAAP net loss of $82.4 million and a diluted net loss per share of $1.21.

2. 02

   The company reported that Cloud & Networking net revenue for fiscal 2025 Q1 was $282.3 million, up 22.9% from fiscal 2024 Q1, while Industrial Tech revenue was $54.6 million, down 37.9%.

3. 03

   Lumentum said it posted a GAAP gross margin of 23.1%, a non-GAAP gross margin of 32.8% and a non-GAAP operating margin of 3.0% for fiscal 2025 Q1, with non-GAAP net income of $12.2 million ($0.18 per diluted share).

4. 04

   The company said it expects net revenue of $380 million to $400 million, a non-GAAP operating margin of 5.5% to 7.5% and non-GAAP diluted earnings per share of $0.30 to $0.40 for fiscal 2025 Q2.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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