Lumentum Holdings Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Good afternoon. I'm Samik Chatterjee. I cover the hardware companies at JPMorgan. With us for the next session is Lumentum, and I have the pleasure of hosting Alan Lowe, President and CEO of the company.
Alan, thanks for coming to the conference. Kathy, thank you as well.
Questions & Answers
What we're doing is asking 3 questions that are more common to a lot of the companies and just to get sort of your views on these before we dive into something more company-specific. The first one is macro. Obviously, a big discussion point for everyone. But as you look to the remainder of the year, where do you see the biggest macro risk for your business?
Great. First of all, thanks for having us, by the way. I think, maybe before I look forward, I got to look back a little bit and talk about what
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