LITE: Material agreement · Leadership change · Company disclosure

Item 1.01. Entry Into a Material Definitive Agreement. The Merger On November 1, 2026, Lumentum Holdings Inc., a Delaware corporation (“ Lumentum ” or the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) with Marvell Technology, Inc., a Delaware corporation (“ Marvell ”), Java Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Marvell (“ Merger Sub I ”) and Java Merger Sub II, Inc., a Delaware corporation and a wholly owned subsidiary of Marvell (“ Merger Sub II ” and together with Merger Sub I, each a “ Merger Sub ” and collectively the “ Merger Subs ”). Upon the terms and subject to the conditions of the Merger Agreement, Merger Sub I will merge with and into Lumentum (the “ First Merger ”), with Lumentum continuing as the surviving corporation (the “ Surviving Corporation ”) and as a wholly owned subsidiary of Marvell, and promptly following the Effective Time (as defined below), the Surviving Corporation will merge with and into Merger Sub II (the “ Second Merger ” and, collectively or in seriatim with the First Merger, as applicable, the “ Merger ”), with Merger Sub II continuing as the surviving corporation of the Second Merger (the “ Second Surviving Corporation ”). The board of directors of Lumentum (the “ Lumentum Board ”) has unanimously: (i) approved and declared advisable the Merger Agreement and the transactions contemplated by the Merger Agreement, including the Merger, (ii) determined that the Merger Agreement and the transactions contemplated thereby, including the Merger, are fair to, and in the best interests of, Lumentum and its stockholders, and (iii) resolved to recommend that Lumentum’s stockholders adopt the Merger Agreement. Merger Consideration At the effective time of the First Merger