Lumentum Holdings Inc. will host an in-person investor briefing on March 17, 2026, from 10:15 to 11:45 a.m. Pacific Time at the JW Marriott Los Angeles L.A. LIVE. Doors open at 10:00 a.m. PT, and both virtual and on-site attendance options are available via registration on the company’s Investor Relations website. Management plans to discuss full-year fiscal 2025 results, provide initial guidance for fiscal 2026, and outline capital allocation priorities, including share repurchase plans and R&D investments. A webcast replay and presentation deck will be posted on the same site shortly after the event concludes, offering investors timely access to the slides and Q&A highlights.

Lumentum’s Cloud & Networking segment now represents 86% of total revenue, underpinned by accelerating demand for high-speed optical interconnects in artificial intelligence data centers. The company projects fiscal 2026 revenue of $2.64 billion, a 61% increase over the prior year, driven by robust orders for externally modulated lasers (EMLs) and coherent optical subsystems. Analysts forecast earnings per share growth of 184%, reflecting stronger pricing power and cost efficiencies achieved through vertical integration of photonic components. Key strategic partnerships with leading cloud hyperscalers and an expanded supply agreement with Nvidia for AI accelerator interconnects further cement Lumentum’s position in the AI optics market.