Lumentum Holdings Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Good morning, everyone. Welcome to one of the first fireside chats for our annual tech conference. It's quite appropriate that from a hardware and networking coverage standpoint that we do the first fireside chat with the company we spend the most time talking with investors about over 2025, 2026. So Michael, thanks for being here. As an introduction, Michael Hurlston, President and CEO of Lumentum.
Thank you. Kathy, thank you for the time at the conference as well.
Questions & Answers
I'll start off with a few questions, maybe more broader and looking at the industry a bit more broadly. Historically, and I go back to the time I started covering the sector, investors consider optical companies to be cyclical. What has changed in the industry to change that outlook? What's driving your confidence that it is not the same as the previous cycles?
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