Source published Nov 2, 2026, 10:06 PM UTC · Operation recorded Nov 3, 2026, 12:01 AM UTC

This is a Rule 425 filing by Marvell Technology identifying Lumentum Holdings as the subject company and stating that a presentation was delivered to Marvell employees by executive management on November 2, 2026. The supplied evidence contains only cover-page metadata and that delivery statement — no transaction terms, financial figures, or other substantive disclosure about Lumentum. With no material catalyst or impaired-fundamentals evidence, and no prior system signal to preserve, the filing is non-actionable.

Source published Aug 11, 2026, 08:24 PM UTC · Operation recorded Aug 27, 2026, 10:30 AM UTC

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.