Lumentum Holdings Inc at Barclays Global Technology Conference Transcript

Feb 07, 2024

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Dec 06, 2023 / 07:35PM GMT
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

All right. I think we'll get started here in about 10 seconds, if everyone want to take their seats. And welcome to Barclays tech conference. I'm Tom O'Malley, (inaudible) semiconductor capital equipment analyst. Lucky enough here to have Lumentum CFO, Wajid Ali. Thank you for joining us.

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

Thanks so much, Tom.

Questions and Answers:

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

So a lot going on. First off, it's a pleasure to have you here. There's been a lot of changes here a year ago. And I think most of you (inaudible). We just want to start maybe taking a step back (inaudible) of you. Can you talk about the strategic rationale for the acquisition? And then financially, what do you expect the contribution to be in that asset?

Wajid Ali - Lumentum Holdings Inc. - Executive VP

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