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 Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Mar 02, 2021 / 02:30PM GMT
Release Date Price: €74.09 (-0.11%)
Meta A. Marshall;Alan S. Lowe
Morgan Stanley, Research Division - VP;Lumentum Holdings Inc. - President, CEO &

Welcome, everybody. This is Meta Marshall. I head up the networking research here at Morgan Stanley. We're pleased to have Lumentum here today. We have Alan Lowe, CEO; Chris Coldren, Head of IR and Strategy.

I'm going to read a brief disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And just a reminder for the audience, if you want to submit questions, I have a live feed coming through here. And so any questions we can get to kind of as we go throughout the session.

Alan, Chris, thanks so much for being here. I wanted to maybe start with just kind of refreshing the pieces of the story that you think that investors miss I think people are pretty aware of the 3D sensing story. But what are the trends outside of 3D sensing that you think are really missed today?

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