Business Segments · Cost of Sales

Cloud & Networking — Cost of Sales

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.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ3 2022
Last reportedQ2 2025

How to read this metric

Rising costs relative to revenue indicate margin compression, while stable or falling costs relative to revenue suggest improved operational efficiency.

Detailed definition

Includes all direct costs associated with producing and delivering the optical and networking products sold by the segme...

Peer comparison

Standard 'Cost of Goods Sold' (COGS) reported at the segment level for manufacturing firms.

Metric ID: lite_segment_cloud_networking_cost_of_sales

Historical Data

3 years
 FY'23FY'24FY'25
Value$794.30M$743.80M$924.40M
YoY Change-6.4%+24.3%
Range$743.80M$924.40M
CAGR+7.9%
Avg YoY Growth+9.0%
Median YoY Growth+9.0%

Frequently Asked Questions

What is Lumentum Holdings Inc.'s cloud & networking — cost of sales?
Lumentum Holdings Inc. (LITE) reported cloud & networking — cost of sales of $231.10M in Q2 2025.
How has Lumentum Holdings Inc.'s cloud & networking — cost of sales changed year-over-year?
Lumentum Holdings Inc.'s cloud & networking — cost of sales increased by 24.3% year-over-year, from $185.95M to $231.10M.
What is the long-term trend for Lumentum Holdings Inc.'s cloud & networking — cost of sales?
Over 2 years (2023 to 2025), Lumentum Holdings Inc.'s cloud & networking — cost of sales has grown at a 7.9% compound annual growth rate (CAGR), from $794.30M to $924.40M.
What does cloud & networking — cost of sales mean?
The direct costs incurred to manufacture and sell products in the Cloud & Networking segment.