Lumentum Holdings Inc. reported net revenue of $425.2 million for the fiscal third quarter of 2025, exceeding the high end of its guidance range. This represents a 5.7% increase quarter-over-quarter and a 16.0% increase year-over-year.
The company achieved non-GAAP net income of $40.9 million, or $0.57 per diluted share, also surpassing the high end of its guidance. The Cloud & Networking segment continued its strong performance, with revenue growing 7.7% sequentially to $365.2 million and 16.4% year-over-year.
Lumentum's CEO, Michael Hurlston, highlighted the company's unique position in leading AI data center scaling through innovations in advanced EMLs and ultra-high-power lasers. For the fiscal fourth quarter of 2025, Lumentum provided non-GAAP guidance for net revenue between $440 million and $470 million, and diluted earnings per share between $0.70 and $0.80, anticipating continued AI-driven cloud growth.
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