May 22, 2023 / 06:30PM GMT
Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst
Good afternoon. I'm Samik Chatterjee. I cover the hardware companies at JPMorgan. With us for the next session is Lumentum, and I have the pleasure of hosting Alan Lowe, President and CEO of the company.
Alan, thanks for coming to the conference. Kathy, thank you as well.
Questions and Answers:
Samik Chatterjee - JPMorgan Chase & Co, Research Division - AnalystWhat we're doing is asking 3 questions that are more common to a lot of the companies and just to get sort of your views on these before we dive into something more company-specific. The first one is macro. Obviously, a big discussion point for everyone. But as you look to the remainder of the year, where do you see the biggest macro risk for your business?
Alan S. Lowe - Lumentum Holdings Inc. - President, CEO & Director
Great. First of all, thanks for having us, by the way. I think, maybe before I look forward, I got to look back a little bit and talk about what
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