Lumentum Holdings Inc.

• NVIDIA

  2026-04-05

  Lumentum's $750M Cloud Light acquisition (Nov 2023) was specifically to capture NVIDIA AI fabric optics demand at scale.

  ↗ semiconductor-today.com

• earnings

  2026-05-06

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lite:ConvertibleSeniorNotesDue2026Member us-gaap:SubsequentEventMember 2026-04-30 0001633978 lite:ConvertibleSeniorNotesDue2029Member us-gaap:SubsequentEventMember 2026-04-30 0001633978 us-gaap:SubsequentEventMember 2026-04-30 2026-04-30 0001633978 lite:BrianLillieMember 2025-12-28 2026-03-28 0001633978 lite:BrianLillieMember 2026-03-28 0001633978 lite:PamelaFletcherMember 2025-12-28 2026-03-28 0001633978 lite:PamelaFletcherMember 2026-03-28 0001633978 lite:PaulLundstromMember 2025-12-28 2026-03-28 0001633978 lite:PaulLundstromMember 2026-03-28 0001633978 lite:JaeKimMember 2025-12-28 2026-03-28 0001633978 lite:JaeKimMember 2026-03-28 0001633978 lite:IssacHarrisMember 2025-12-28 2026-03-28 0001633978 lite:IssacHarrisMember 2026-03-28 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 28, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36861 Lumentum Holdings Inc. (Exact name of Registrant as specified in its charter) Delaware 47-3108385 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification Number) 1001 Ridder Park Drive , San Jose , California 95131 (Address of principal executive offices including Zip code) ( 408 ) 546-5483 (Registrant s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which regist

  ↗ sec.gov

• earnings

  2026-05-05

  Lumentum Holdings Inc. reported its fiscal third quarter 2026 financial results for the period ended March 28, 2026.

  ↗ sec.gov

• 800G/1.6T Pluggable Optical Transceiver (PAM4 DSP)L3
• 800G Pluggable Optical Transceiver (OSFP/QSFP-DD)/optical-modules
• 800G/1.6T Pluggable Optical Transceiver (Silicon-Photonics-based)L3
• 800G / 1.6T Pluggable Optical TransceiverL3
• 800G Pluggable Optical Transceiver (OSFP / QSFP-DD)/optical-modules
• 1.6T Optical Transceiver/optical-modules
• Silicon Photonics PIC / EIC (Photonic Integrated Circuit)/optical-modules
• High-Speed Optical Modulator (InP / Thin-Film LiNbO3)/optical-modules
• 800G / 1.6T Optical Pluggable Transceiver (OSFP/QSFP-DD)L3

• site-estimate — /leaderboards/L3/lumentum-holdingsas of 2026-06-08

Layer L3 product mentions: 800G/1.6T Pluggable Optical Transceiver (PAM4 DSP).