Lumentum Holdings Inc. Cloud & Networking — Cost of Sales remained flat by 0.0% to $231.10M in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 24.3%, from $185.95M to $231.10M. Over 2 years (FY 2023 to FY 2025), Cloud & Networking — Cost of Sales shows an upward trend with a 7.9% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Rising costs relative to revenue indicate margin compression, while stable or falling costs relative to revenue suggest improved operational efficiency.
Includes all direct costs associated with producing and delivering the optical and networking products sold by the segme...
Standard 'Cost of Goods Sold' (COGS) reported at the segment level for manufacturing firms.
lite_segment_cloud_networking_cost_of_sales| FY'23 | FY'24 | FY'25 | |
|---|---|---|---|
| Value | $794.30M | $743.80M | $924.40M |
| YoY Change | — | -6.4% | +24.3% |