Lumentum Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Welcome, everybody. We'll get started 30 seconds early because I feel like there's a lot to talk about. I'm Meta Marshall for those who don't know me, I cover Networking and Cybersecurity here at Morgan Stanley. We're delighted to have Lumentum, real star of the show today, Michael Hurlston, CEO. Maybe before we start with kind of all my prepared list of questions you might have had an announcement this morning.
And so clearly, kind of a $2 billion investment from NVIDIA. Just any kind of details you're giving around that would be helpful.
Yes. Look, I mean, first, we're super excited about the partnership. It's been many years in development. We've been working together with NVIDIA for a long time on our laser road map. And that's really what's the culmination of that resulted in their investment in us and perhaps more importantly, a multibillion dollar purchase commitment that we're super, super excited about.
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