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- Q2 2024 Lumentum Holdings Inc Earnings Call TranscriptFeb 08, 2024$45.59 (-22.43%)Earnings
- Lumentum Holdings Inc at Barclays Global Technology Conference TranscriptDec 06, 2023
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- Q1 2024 Lumentum Holdings Inc Earnings Call TranscriptNov 08, 2023$42.87 (+2.02%)Earnings
- Lumentum Holdings Inc M&A Call TranscriptOct 30, 2023
- Q4 2023 Lumentum Holdings Inc Earnings Call TranscriptAug 17, 2023$46.2 (-1.30%)Earnings
- Lumentum Holdings Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 22, 2023
- Q3 2023 Lumentum Holdings Inc Earnings Call TranscriptMay 09, 2023$45.99 (-3.97%)Earnings
- Lumentum Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 09, 2023
- Lumentum Holdings Inc LITE 2023: Lumentum Investor Technology Event at OFC TranscriptMar 07, 2023
- Q2 2023 Lumentum Holdings Inc Earnings Call TranscriptFeb 09, 2023$60.3 (-1.42%)Earnings
- Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 08, 2022
- Lumentum Holdings Inc at Raymond James Technology Investors Conference TranscriptDec 06, 2022
- Lumentum Holdings Inc at Nasdaq Investor Conference TranscriptDec 06, 2022
- Q1 2023 Lumentum Holdings Inc Earnings Call TranscriptNov 08, 2022$59 (-16.17%)Earnings
- Lumentum Holdings Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 12, 2022
- Q4 2022 Lumentum Holdings Inc Earnings Call TranscriptAug 16, 2022$89.6 (-6.85%)Earnings
- Lumentum Holdings Inc at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 23, 2022
- Q3 2022 Lumentum Holdings Inc Earnings Call TranscriptMay 04, 2022$89.5 (+8.96%)Earnings
- Lumentum Holdings Inc Investor and Analyst Briefing at Optical Fiber Communication Conference and Exhibition TranscriptMar 08, 2022
- Q2 2022 Lumentum Holdings Inc Earnings Call TranscriptFeb 03, 2022$86.37 (-14.44%)Earnings
- Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 07, 2021
- Lumentum Holdings Inc at Raymond James Technology Investors Conference (Virtual) TranscriptDec 06, 2021
- Lumentum Holdings Inc at Nasdaq Investor Conference (Virtual) TranscriptNov 30, 2021
- Lumentum Holdings Inc Annual Shareholders Meeting TranscriptNov 19, 2021
- Lumentum Holdings Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference TranscriptNov 17, 2021
- Lumentum Holdings Inc at Needham Security, Networking, & Communications Conference (Virtual) TranscriptNov 16, 2021
- Q1 2022 Lumentum Holdings Inc Earnings Call and to Discuss Acquisition of NeoPhotonics Corp TranscriptNov 04, 2021$88.34 (+1.76%)Earnings
- Q4 2021 Lumentum Holdings Inc Earnings Call TranscriptAug 18, 2021$81.67 (+1.78%)Earnings
- Lumentum Holdings Inc at Stifel Cross Sector Insight Conference (Virtual) TranscriptJun 09, 2021
- Lumentum Holdings Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 25, 2021
- Q3 2021 Lumentum Holdings Inc Earnings Call TranscriptMay 12, 2021$68.24 (-16.92%)Earnings
- Lumentum Holdings Inc at Raymond James Institutional Investors Conference (Virtual) TranscriptMar 03, 2021
- Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 02, 2021
- Lumentum Holdings Inc at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Q2 2021 Lumentum Holdings Inc Earnings Call TranscriptFeb 02, 2021$88.14 (-7.82%)Earnings
- Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call TranscriptJan 19, 2021
- Lumentum Holdings Inc at MKM Partners Virtual Conference: The Road Ahead, Preparation for 2021 TranscriptDec 16, 2020
- Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 10, 2020
- Lumentum Holdings Inc at Raymond James Technology Investors Conference (Virtual) TranscriptDec 07, 2020
- Lumentum Holdings Inc at Nasdaq Virtual Investor Conference TranscriptDec 01, 2020
- Lumentum Holdings Inc Annual Shareholders Meeting TranscriptNov 19, 2020
- Lumentum Holdings Inc at Needham Virtual Security, Networking & Communications Conference TranscriptNov 17, 2020
- Q1 2021 Lumentum Holdings Inc Earnings Call TranscriptNov 02, 2020$81.42 (-1.54%)Earnings
- Q4 2020 Lumentum Holdings Inc Earnings Call TranscriptAug 11, 2020$89.84 (+2.07%)Earnings
- Lumentum Holdings Inc at Stifel Cross Sector Insight Conference (Virtual) TranscriptJun 09, 2020
- Lumentum Holdings Inc at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 12, 2020
- Q3 2020 Lumentum Holdings Inc Earnings Call TranscriptMay 05, 2020$82.04 (+4.72%)Earnings
- Lumentum Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 05, 2020
- Lumentum Holdings Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 13, 2020
- Q2 2020 Lumentum Holdings Inc Earnings Call TranscriptFeb 04, 2020$86.52 (+12.04%)Earnings
- Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 12, 2019
- Lumentum Holdings Inc Annual Shareholders Meeting TranscriptNov 14, 2019
- Q1 2020 Lumentum Holdings Inc Earnings Call TranscriptOct 31, 2019$62.66 (+9.55%)Earnings
- Lumentum Holdings Inc at Deutsche Bank Technology Conference TranscriptSep 10, 2019
- Q4 2019 Lumentum Holdings Inc Earnings Call TranscriptAug 08, 2019$60.64 (+10.33%)Earnings
- Lumentum Holdings Inc at Stifel Cross Sector Insight Conference TranscriptJun 12, 2019
- Lumentum Holdings Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 16, 2019
- Q3 2019 Lumentum Holdings Inc Earnings Call TranscriptMay 07, 2019$60.26 (-1.84%)Earnings
- Lumentum Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptFeb 27, 2019
- Lumentum Holdings Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 13, 2019
Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript
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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