Lumentum Holdings Inc.: Vertical Integration & Manufacturing Expansion As A Critical Growth Lever! 

Lumentum Holdings delivered strong financial performance in the first fiscal quarter of 2025, surpassing the highend of its guidance for both revenue and earnings per share (EPS). The company reported revenues of $336.9 million and a non-GAAP EPS of $0.18. Non-GAAP gross margin stood at 32.8%, slightly up sequentially and flat year-over-year, showcasing operational resilience despite challenging market conditions. The Cloud & Networking segment drove this growth, with a sequential increase of 11% and a year-over-year rise of 23%, aided by robust demand from cloud hyperscale customers.