Lumentum Q4 Earnings Call Highlights

Lumentum Holdings reported strong fourth-quarter financial results, with fiscal Q4 revenue reaching $1.01 billion, representing 109% year-over-year growth and 23% sequential growth. The company attributed the surge to heightened demand for optical connectivity components tied to artificial intelligence data-center deployments. Revenue growth marked the eighth consecutive period of year-over-year increases and the third straight quarter with sequential growth exceeding 20%.
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