Lumentum Holdings Inc. at Deutsche Bank Technology Conference Transcript

Aug 27, 2026 / 05:45PM GMT

Release Date Price: $943.87 (+0.43%)

Transcript

Gianmarco Conti

Deutsche Bank AG - Analyst

All right, I think we're live. Welcome, everyone, back to DB's 20th annual tech conference. My name is Gianmarco Conti, I'm heading the hardware equity research team here at DB.

Today, we have the pleasure of hosting Michael Hurlston, CEO of Lumentum.

So, Michael, I want you to open as wide as possible. For 50 years, the story of computing has been a chip and connecting the chip was an afterthought. Optics has forever been the technology of the future. 25 years later, we're in the largest infrastructure build-out in history, and the bottleneck has shifted from the chip to the connectivity.

Questions & Answers

Gianmarco Conti

Deutsche Bank AG - Analyst

So my question is straightforward. Let's just set the stage for everyone. What's fundamentally changed? Why is light winning? And what makes this moment structurally different from the last time?

Michael Hurlston

Lumentum Holdings Inc. - President, Chief Executive Officer, Director

Yeah, first,

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