SEC EDGAR · Aug 11, 08:24 PM UTC
AI demand drives Lumentum Q1 revenue guidance midpoint to $1.25 billion
““Looking ahead, our trajectory continues to accelerate as AI demand drives our Q1 revenue guidance midpoint to $1.25 billion, reaching our target model more than a quarter ahead of schedule.””
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Model assessment
The 8-K and press release report Q4 FY2026 net revenue of $1.01 billion, up 109.3% year-over-year, with non-GAAP operating margin of 36.6% and non-GAAP diluted EPS of $3.23. Management provides Q1 FY2027 guidance of $1.225-$1.275 billion revenue and non-GAAP EPS of $4.05-$4.35, citing accelerating AI demand. This constitutes a material positive catalyst and improved expected fundamentals.
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