Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript
Welcome, everybody. This is Meta Marshall. I head up the networking research here at Morgan Stanley. We're pleased to have Lumentum here today. We have Alan Lowe, CEO; Chris Coldren, Head of IR and Strategy.
I'm going to read a brief disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And just a reminder for the audience, if you want to submit questions, I have a live feed coming through here. And so any questions we can get to kind of as we go throughout the session.
Alan, Chris, thanks so much for being here. I wanted to maybe start with just kind of refreshing the pieces of the story that you think that investors miss I think people are pretty aware of the 3D sensing story. But what are the trends outside of 3D sensing that you think are really missed today?
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