Chart 02 — Quarterly Revenue Ramp
The AI Acceleration in Numbers
Quarterly Net Revenue (USD Millions) · Q4 FY2024 to Q3 FY2026
$308M
Trough (Q4 FY24)
$808M
Q3 FY26
+162%
Revenue Growth in 6 Qtrs
$3.2B+
Annualised Run Rate
Source: Lumentum Holdings SEC Filings & Earnings Releases. CloudLight acquisition closed Nov 2023. NVIDIA $2B investment announced Mar 2026.
CURIOUS INVESTING INSIGHTS