Filed by Marvell Technology, 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: Lumentum Holdings Inc.

Commission File No.: 001-36861

The following presentation was delivered to Marvell employees by executive management of Marvell Technology, Inc. (“Marvell”) on November 2, 2026.