Lumentum Holdings Inc (MIL:1LITE)
€ 62.58 0 (0%) Market Cap: 4.17 Bil Enterprise Value: 5.72 Bil PE Ratio: 0 PB Ratio: 4.66 GF Score: 51/100

Lumentum Holdings Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript

Nov 17, 2021 / 02:50PM GMT
Fahad Najam
Loop Capital Markets LLC, Research Division - MD

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

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot