Lumentum Holdings Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Feb 07, 2024

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Sep 12, 2022 / 04:15PM GMT
Roderick B. Hall - Goldman Sachs Group, Inc., Research Division - MD

Okay. So morning, everyone. Thanks for coming to the conference. My name is Rod Hall. I'm the Hardware and Infrastructure Technology Analyst, Consumer Systems 2, we call it, and also Optical. So I'm here with Alan Lowe, who's the CEO of Lumentum, a long-standing industry participant. Kind of one of the old guard in optical side, [and let me] use the word old, but -- you know what I mean.

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

I'm feeling old now, Rod.

Roderick B. Hall - Goldman Sachs Group, Inc., Research Division - MD

So welcome, Alan. Thanks for coming.

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

Thanks for having us.

Questions and Answers:

Roderick B. Hall - Goldman Sachs Group, Inc., Research Division - MD

So I wanted to kick off on 3D. And as we were talking before, this is a question that gets

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