Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Summary - Thomson StreetEvents

Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Summary

Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Summary - Thomson StreetEvents
Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Summary
Published Jan 19, 2021
18 pages (10784 words) — Published Jan 19, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of LITE.OQ M&A conference call or presentation 19-Jan-21 1:30pm GMT

  
Brief Excerpt:

...A. Note: Co. plans to release its 2Q financial results and host a call to discuss these results on 02/02/21. 1. 2. Coherent expects to release its full 1Q financial results, the second week of Feb....

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Lumentum Holdings Inc
Ticker
LITE.OQ
Time
1:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : I just wanted to just start off with a more broader question about the $10.6 billion TAM that you outlined for Coherent. If you could give me a bit more granularity around it as to what are the bigger drivers. More importantly, when I think about growth opportunities, which are the end markets that are more important in terms of growth. Or how would you really quantify the growth for the $10.6 billion addressable market? And I have a follow-up.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Got it. Got it. If I can just quickly have a follow-up question here. On Lumentum's premium results today, you had solid revenue trends on the top line, on the headline number. Just curious, given the kind of strong results or beats you've seen from most of the Apple supply chain, any changes in relation to the segment level as to how things came in relative to your guide last quarter, particularly in terms of like upside or downside to 3D sensing?

Table Of Contents

Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript – 2021-03-02 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 2-Mar-21 2:30pm GMT

Lumentum Holdings Inc at Goldman Sachs Technology and Internet Conference (Virtual) Transcript – 2021-02-11 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 11-Feb-21 6:10pm GMT

Lumentum Holdings Inc Q2 2021 Earnings Call Summary – 2021-02-02 – US$ 54.00 – Edited Brief of LITE.OQ earnings conference call or presentation 2-Feb-21 1:30pm GMT

Lumentum Holdings Inc Q2 2021 Earnings Call Transcript – 2021-02-02 – US$ 54.00 – Edited Transcript of LITE.OQ earnings conference call or presentation 2-Feb-21 1:30pm GMT

Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Transcript – 2021-01-19 – US$ 54.00 – Edited Transcript of LITE.OQ M&A conference call or presentation 19-Jan-21 1:30pm GMT

Lumentum Holdings Inc at MKM Partners Virtual Conference: The Road Ahead, Preparation for 2021 Transcript – 2020-12-16 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 16-Dec-20 4:10pm GMT

Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript – 2020-12-10 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 10-Dec-20 2:30pm GMT

Lumentum Holdings Inc at Raymond James Technology Investors Conference (Virtual) Transcript – 2020-12-07 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 7-Dec-20 2:40pm GMT

Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript – 2020-12-01 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 1-Dec-20 4:30pm GMT

Lumentum Holdings Inc Annual Shareholders Meeting Transcript – 2020-11-19 – US$ 54.00 – Edited Transcript of LITE.OQ shareholder or annual meeting 19-Nov-20 4:00pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Summary" Jan 19, 2021. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-and-Coherent-Inc-Announces-Definitive-Agreement-to-Combine-Conference-Call-B13597843>
  
APA:
Thomson StreetEvents. (2021). Lumentum Holdings Inc and Coherent Inc Announces Definitive Agreement to Combine - Conference Call Summary Jan 19, 2021. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-and-Coherent-Inc-Announces-Definitive-Agreement-to-Combine-Conference-Call-B13597843>
  
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