Lumentum Holdings Inc. (LITE) Raymond James TMT & Shopper Convention December 8, 2025 10:40 AM EST
Firm Contributors
Michael E. Hurlston – President, CEO & Director
Convention Name Contributors
Simon Leopold – Raymond James & Associates, Inc., Analysis Division
Presentation
Simon Leopold
Raymond James & Associates, Inc., Analysis Division
Simon Leopold, Raymond James, semiconductor and knowledge infrastructure analyst. So I am delighted we have our convention right here in New York, fireplace chat with Lumentum and Michael Hurlston, firm’s CEO. So some Q&A, we’ll preserve a watch out if people within the viewers have some questions.
Query-and-Reply Session
Simon Leopold
Raymond James & Associates, Inc., Analysis Division
However possibly simply to kick it off, if there’s probably anyone who’s not accustomed to Lumentum, how do you wish to introduce the corporate to a brand new investor?
Michael E. Hurlston
President, CEO & Director
Sure. Look, initially, thanks for having us. I imply I am unable to thanks sufficient. I believe after we first met — once more, as I got here again into the optics world, it was within the OFC convention, and also you had been very beneficiant as a result of I did not know a factor. So that you steered all of the questions away from me. Now you are going to — you are going to hit me with all the things.
Simon Leopold
Raymond James & Associates, Inc., Analysis Division
Oh, sure. Honeymoon’s over.
Michael E. Hurlston
President, CEO & Director
The honeymoon is over. That is it. That is it. Honeymoon is over. Okay. I believe essentially, we’re an infrastructure supplier to the information heart. We have now acquired most of our enterprise targeted on knowledge heart. And inside that, we kind of take into consideration 2 items. On one aspect is semiconductors, the place we’re offering compound semiconductors and elements to the hyperscalers and to the information heart alternative. After which on the opposite aspect, as you understand properly, we have began speaking about methods, and we’re pulling
