Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript

SA Transcripts 161.76K Followers Follow Lumentum Holdings Inc. ( LITE ) Q4 2026 Earnings Call August 11, 2026 5:00 PM EDT Company Participants Kathryn Ta - Vice President of Investor Relations Michael E. Hurlston - President, CEO & Director Wajid Ali - Executive VP & CFO Wupen Yuen - President of Global Business Units Conference Call Participants Joseph Cardoso - JPMorgan Chase & Co, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Michael Genovese - Rosenblatt Securities Inc., Research Division Papa Sylla - Citigroup Inc., Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division George Notter - Wolfe Research, LLC Thomas O'Malley - Barclays Bank PLC, Research Division Ruben Roy - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to the Lumentum Holdings Fourth Quarter and Fiscal Year 2026 Earnings Call. [Operator Instructions] Please also note, today's event is being recorded for replay purposes. [Operator Instructions]. At this time, I would like to turn the conference call over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead. Kathryn Ta Vice President of Investor Relations Thank you, Matthew, and welcome to Lumentum's Fiscal Fourth Quarter and Full Year 2026 Earnings Call. This is Kathy Ta, Lumentum's Vice President of Investor Relations. Joining me today are Michael Hurlston, President and Chief Executive Officer; Wajid Ali, Executive Vice President and Chief Financial Officer; and Wupen Yuen, President, Global Business Units. Today's call will include forward-looking statements, including, without limitation, statements regarding our future operating results, strategies, trends and expectations for our products and technologies, that are being made under the safe harbor of the Securities Litigation Reform Act of 1995. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectations. We encourage you to review our most recent filings with the SEC, particularly