Lumentum Holdings Inc at UBS Global Technology and AI Conference Transcript
All right. Great. Good afternoon, everyone. Thanks for spending time here at UBS's Tech Conference. I am David Vogt, the hardware networking analyst, and we're excited to have with us Michael Hurlston from Lumentum, President and Chief Executive Officer.
We're going to dig into the business. But I thought maybe since you've been in the seat for 18 months -- right, 15 months?
Less than a year, David, less than a year. Yeah, less than a year, yeah.
But maybe just -- okay, so we'll go into each of the segments that I think investors are focused on in a second. But from your seat, from an outsider coming in, clearly less than a year. Maybe just level set kind of how you're thinking about the business when you joined to where we are today? I think a lot has happened in this less than a year period, and we'll dig into each of those products and categories separately.
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