Lumentum Holdings Inc (FRA:LU2)

€ 40.26 1 (2.55%) Market Cap: 2.75 Bil Enterprise Value: 4.32 Bil PE Ratio: 0 PB Ratio: 2.52 GF Score: 80/100

Lumentum Holdings Inc at MKM Partners Virtual Conference: The Road Ahead, Preparation for 2021 Transcript

Dec 16, 2020 / 04:10PM GMT

Release Date Price: €76.17 (+0.22%)

Transcript

Fahad Najam

MKM Partners LLC, Research Division - Executive Director

Good afternoon. My name is Fahad Najam. I am the senior comm equipment and networking analyst at MKM. Today, I have the pleasure of welcoming Alan Lowe, CEO of Lumentum; and Chris Coldren, who is the Chief Strategy Officer at Lumentum; along with Jim Fanucchi, who's the Director of Investor Relations.

I would ask Alan with a big picture question. I have a very positive outlook in -- for optical communications in general because I think the world is shifting from electrons to protons, and that should benefit Lumentum as one of the premier optical component supplier in the industry.

That said, let me ask you a question about COVID-19 and how calendar '21 is shaping up to be. It looks like we might have a vaccine in hand -- at least we have it here in New York City. So fingers crossed, maybe '21 is going to be a normal year. I don't even know what that looks like anymore, but hoping that things turn back to normal.

I want to ask you, Alan. How do you think COVID-19 and calendar '20 impacted us? And what's

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