Filed by Lumentum Holdings Inc.
Pursuant to Rule 425 Under the Securities Act of 1933
and deemed filed pursuant to
Rule 14a-12
under the Securities Exchange Act of 1934
Subject Company: Oclaro, Inc.
Commission File
No.: 000-30684
Excerpts from edited transcript of Lumentum Holdings Inc.s earnings call held on November 1, 2018
Excerpts:
Christopher Coldren Lumentum Holdings
Inc. SVP, Strategy & Corporate Development and Interim Chief Financial Officer
Thank you, Emily. Welcome to Lumentums first
quarter fiscal 2019 earnings call. This is Chris Coldren, Interim Chief Financial Officer, Senior Vice President of Strategy and Corporate Development. Joining me on todays call is Alan Lowe, President and Chief Executive Officer. This call
will include forward-looking statements, including statements regarding the markets in which we operate, including potential market sizes; trends and expectations for products and technology, including product development and projected new product
releases; purchasing trends and demand for our products; our expected financial performance, expenses and position in the market; as well as statements regarding our pending acquisition of Oclaro.
These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectation. We encourage you to
review our most recent filings with the SEC, particularly the risk factors described in our
10-Q
filing for our first quarter fiscal 2019, which we expect will be on file with the SEC later today; our
10-K
filing, which was filed with the SEC on August 28, 2018; and the registration statement on Form
S-4
relating to our pending acquisition of Oclaro, which was declared
effective on May 31, 2018.
Forward-looking statements we provide during this call, including projections for future performance, are based on our
reasonable beliefs and expectations as of today. Lumentum undertakes no obligations to update these statements, except as required by applicable law.
Please also note, unless otherwise stated, all results and projections are
non-GAAP.
Non-GAAP
financials should not be considered as a substitute for or superior to financials prepared in accordance with GAAP.
Our press release with our first quarter fiscal 2019 results is available on our website, www.lumentum.com, under the Investors section and includes
additional details about our
non-GAAP
financial measures and a reconciliation between our GAAP and
non-GAAP
results. Our website also has our latest SEC filings, which
we encourage you to review, and supplementary slides relating to todays earnings release.
A recording of todays call will be available by
11:30 a.m. Pacific Time this morning on our website.