Lumentum Holdings Inc at Nasdaq Investor Conference Transcript
All right, perfect. We'll give everybody a second to flow in, but delighted to have Lumentum and Alan Lowe here with us today, CEO of Lumentum.
Maybe to start out with and then for those of you who don't know me, I'm Meta Marshall, I cover the networking space here at Morgan Stanley.
Questions & Answers
Over the last couple of years, investors have looked at Lumentum as more of a thematic name. First, kind of a play on China 5G build-outs, then Apple and 3D sensing. As you guys have become more diversified, how do you see the value drivers of the business evolving?
Yes. I think you're right. We are focused on diversifying both our customer base and markets that we participate in. And I think as we look forward, 3D sensing and 5G rollout is still going to be very important for us, but we're also going to have strong
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