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 Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript

Dec 07, 2021 / 02:10PM GMT
Thomas James O;Malley
Barclays Bank PLC, Research Division - Research Analyst

' -

(technical difficulty)

Questions & Answers

Alan S. Lowe
Lumentum Holdings Inc. - President, CEO & Director

(technical difficulty)

Thomas James O;Malley
Barclays Bank PLC, Research Division - Research Analyst

' -

(technical difficulty)

Alan S. Lowe
Lumentum Holdings Inc. - President, CEO & Director

time for us and for NeoPhotonics quite frankly, to get together with someone of more scale for a couple of reasons. Our product portfolio is very complementary. They've got an excellent set of components that go into the high-speed optical networking, transmission space. They're working on ZR and ZR+, we're working on more of the longer haul stuff. They bring silicon photonics as well as other IC capability with TIAs and drivers that are very, very complementary to us. And so we looked at the technology. We looked at the market inflection point as

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