Lumentum Holdings Inc at JPMorgan Global Technology, Media & Communications Conference Transcript
Good afternoon, everyone. I'm Samik Chatterjee. I cover hardware equipment at JPMorgan. And the next session is with Lumentum. Alan had to cancel last minute, so we'll do the presentation of the fireside chat here with Wajid, Chief Financial Officer, and the set of questions will remain the same, though. So Wajid, you have now the responsibility of answering them. So thank you, everyone, for coming. We'll stand -- start with the standard questions I had prepared for Alan to give us a broader view of the macro here, and we've been asking every company this, so bear with us.
Questions & Answers
If I had to ask you to sort of share your thoughts on a potential recession here, and what probability you would put on depending on the customer demand that you're seeing, how would you sort of respond to what's the likelihood of a recession here?
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... |