Lumentum Holdings Inc. (LITE) Discusses Illuminating the Networks of Tomorrow and Industry Trends March 17, 2026 1:15 PM EDT
Company Participants
Kathryn Ta – Vice President of Investor Relations
Michael E. Hurlston – President, CEO & Director
Wupen Yuen – President of Global Business Units
Wajid Ali – Executive VP & CFO
Conference Call Participants
Samik Chatterjee – JPMorgan Chase & Co, Research Division
Karl Ackerman – BNP Paribas, Research Division
Simon Leopold – Raymond James & Associates, Inc., Research Division
Christopher Rolland – Susquehanna Financial Group, LLLP, Research Division
Papa Sylla – Citigroup Inc., Research Division
George Notter – Wolfe Research, LLC
Vijay Rakesh – Mizuho Securities USA LLC, Research Division
Meta Marshall – Morgan Stanley, Research Division
Ryan Koontz – Needham & Company, LLC, Research Division
Presentation
Kathryn Ta
Vice President of Investor Relations
We’re going to get started in about 2 minutes. Just a brief advertisement. If you want to have WiFi, we didn’t pay for extra WiFi here. So you can use the OFC one and the password is on the back of your badge for OFC. So we’re being economical here at Lumentum as always. Everyone quieted down really quickly there. So I guess we can go ahead and get started.
So my name is Kathy Ta. I’m the Vice President of Investor Relations here at Lumentum. Really, really glad to see you all here, see a lot of familiar and friendly faces. And as expected, a packed room with everyone sitting around the periphery. I don’t see anyone standing just yet, but I think that will happen as people leave to some of the other events. So today, we’re going to be talking with you about illuminating the networks of tomorrow.
I’m super excited to be doing this event right after yesterday’s event at NVIDIA. I’m sure you all have questions about what you heard
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