Lumentum Holdings Inc (XTER:LU2)
€ 691.4 -49.3 (-6.66%) Market Cap: 55.95 Bil Enterprise Value: 56.07 Bil PE Ratio: 151.29 PB Ratio: 19.70 GF Score: 61/100

Lumentum Holdings Inc at Raymond James TMT and Consumer Conference Transcript

Dec 08, 2025 / 03:40PM GMT
Release Date Price: €290.8 (+3.34%)
Simon Leopold
Raymond James - Analyst

Simon Leopold, Raymond James, semiconductor and data infrastructure analyst. So I'm delighted we've got our conference here in New York, fireside chat with Lumentum and Michael Hurlston, company's CEO. So some Q&A, we'll keep an eye out if folks in the audience have some questions.

Questions & Answers

Simon Leopold
Raymond James - Analyst

But maybe just to kick it off, if there's possibly anybody who's not familiar with Lumentum, how do you like to introduce the company to a new investor?

Michael Hurlston;Simon Leopold
Lumentum Holdings Inc - President, Chief Executive Officer, Director

Yes. Look, first of all, thanks for having us. I mean I can't thank you enough. I think when we first met -- again, as I came back into the optics world, it was in the OFC conference, and you were very generous because I didn't know a thing. So you steered all the questions away from me.

Now you're going to -- you're going to hit me with everything.

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