8-KRegulation FDExhibits & Filings

Lumentum Holdings Inc. 8-K Report, Regulation FD Disclosure (Jun 3, 2025)

Filed June 3, 2025For Securities:LITE

Summary

Lumentum Holdings Inc. (LITE) has filed an 8-K, announcing updated financial guidance for the quarter ending June 28, 2025, and revisions to its revenue outlook. This update is detailed in a presentation titled “Q4 FY25 Updated Outlook” dated June 3, 2025, which is attached as an exhibit. The company's management is scheduled to discuss these updated projections at the BofA Securities 2025 Global Technology Conference on June 4, 2025, including a fireside chat at 2:00 p.m. Pacific. Investors can access a live webcast and replay of this discussion via Lumentum's Investor Relations website. This filing is important as it provides investors with forward-looking information regarding Lumentum's performance expectations for the current quarter. The updated guidance and revenue outlook will likely influence investor sentiment and stock valuation. Investors should pay close attention to the details within the "Q4 FY25 Updated Outlook" presentation and the commentary provided by management during the conference to understand the drivers behind these revisions and their potential impact on future financial results.

Key Highlights

  • 1Lumentum Holdings Inc. announced updated financial guidance for the quarter ending June 28, 2025.
  • 2The company also provided additional updates to its revenue outlook.
  • 3Details of the updated guidance and outlook are presented in a document titled “Q4 FY25 Updated Outlook” dated June 3, 2025.
  • 4Management will discuss these updates at the BofA Securities 2025 Global Technology Conference on June 4, 2025.
  • 5A fireside chat is scheduled for 2:00 p.m. Pacific on June 4, 2025.
  • 6A live webcast and replay of the conference presentation will be available on Lumentum's Investor Relations website.

Frequently Asked Questions

The primary purpose of this 8-K filing is to publicly announce Lumentum Holdings Inc.'s updated financial guidance for the quarter ending June 28, 2025, and to provide additional revisions to its revenue outlook, in accordance with Regulation FD.

The detailed information regarding the updated guidance and revenue outlook is contained within the presentation titled “Q4 FY25 Updated Outlook” dated June 3, 2025, which is attached as Exhibit 99.1 to this 8-K filing.

Lumentum management will discuss the updated outlook at the BofA Securities 2025 Global Technology Conference on June 4, 2025, starting with a fireside chat at 2:00 p.m. Pacific. The event will be webcast live and available for replay on Lumentum's Investor Relations website.

The information furnished in this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that Section, unless expressly incorporated by reference into another filing.