Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
LITE.OQ - Lumentum Holdings Inc
Lumentum Investor Briefing at OFC 2026
Mar 17, 2026 / 05:15PM GMT
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Presentation
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Is that true? Okay, well, watch it, it's all up to you, buddy.
The model, that's anybody ever cares about. All right, look, we want to just give you some sense of where we are as a company. I think that there are sort of 4 building blocks that often don't get recognized. Of course, we have a deep networking knowledge.
What we have done with our products, if you think about it, is we've evolved. We've taken technology that started in telecom from our telecom heritage and we've now evolved those into data center and hyperscale applications. So we've really upped the ante and taken existing technology and evolved it, and that's why I think we have a really big lead because we've spent years and years perfecting these
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