Lumentum Holdings Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript
Good morning. My name is Fahad Najam. I'm the senior equity research analyst at MKM Comm Equipment and Optical Components. Today, it is my pleasure to have with me, Alan Lowe, CEO of Lumentum; Chris Coldren, Chief Strategy Officer of Lumentum; and Wajid Ali, the CFO of Lumentum.
This session is for 30 minutes. If you have any questions, please feel free to use the chat session -- the Q&A session in our in your web portal, and I'll be judicially asking questions. I have prepared a ton of questions today. So in any cases, we will probably cover a lot of things today.
So gentlemen, welcome, and thank you for joining us today. Let me kick off with kind of my view of the optical component roles, and then I'm hopeful you can elaborate on it, Alan and Chris and Wajid. I think the world is pivoting towards more photonics for electronics, and I think that's really positive for Lumentum. And I think after the NeoPhotonics acquisition, I see only 2 sort of big publicly traded optical component companies left, you and to IIVI. And so
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