- Q3 2024 Lumentum Holdings Inc Earnings Call TranscriptMay 06, 2024$44.11 (-1.41%)Earnings
- 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
- Lumentum Holdings Inc at Raymond James Technology & Consumer Conference TranscriptDec 04, 2023
- Lumentum Holdings Inc at UBS Technology Conference TranscriptNov 29, 2023
- Lumentum Holdings Inc at Needham Virtual Tech Week Conference TranscriptNov 14, 2023
- 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 Nasdaq Investor Conference Transcript
All right, perfect. We'll give everybody a second to flow in, but delighted to have Lumentum and Alan Lowe here with us today, CEO of Lumentum.
Maybe to start out with and then for those of you who don't know me, I'm Meta Marshall, I cover the networking space here at Morgan Stanley.
Questions & Answers
Over the last couple of years, investors have looked at Lumentum as more of a thematic name. First, kind of a play on China 5G build-outs, then Apple and 3D sensing. As you guys have become more diversified, how do you see the value drivers of the business evolving?
Yes. I think you're right. We are focused on diversifying both our customer base and markets that we participate in. And I think as we look forward, 3D sensing and 5G rollout is still going to be very important for us, but we're also going to have strong
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