Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript

Feb 07, 2024

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Dec 08, 2022 / 10:30PM GMT
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

Welcome back, everyone. I'm Tom O'Malley, SMID cap U.S. semiconductors and semiconductor capital equipment analyst here at Barclays, very pleased to have Wajid Ali and Chris Coldren here from Lumentum. Thank you for joining us, guys.

Wajid Ali - Lumentum Holdings Inc. - Executive VP & CFO

Thank you for having us.

Questions and Answers:

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

Thank you for coming across the country, I know it's a busy time of the year. Why don't we start with another time that we were all out here on the West Coast at the beginning of 2022? You guys laid out some growth profiles of your different businesses. Clearly, this year has seen a bunch of pushes, a bunch of takes from these different end markets. Can you just talk about the 3 big businesses, what you think in terms of growth rates for those and kind of compare and contrast what you

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