Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript - Thomson StreetEvents

Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript

Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript - Thomson StreetEvents
Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript
Published Dec 07, 2021
9 pages (6292 words) — Published Dec 07, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of LITE.OQ presentation 7-Dec-21 2:10pm GMT

  
Brief Excerpt:

...time for us and for NeoPhotonics quite frankly, to get together with someone of more scale for a couple of reasons. Our product portfolio is very complementary. They've got an excellent set of components that go into the high-speed optical networking, transmission space. They're working on ZR and ZR+, we're working on more of the longer haul stuff. They bring silicon photonics as well as other IC capability with TIAs and drivers that are very, very complementary to us. And so we looked at the technology. We looked at the market inflection point as 400, 600 and 800 gig really start taking off and are expected to grow at a compound annual growth rate of 70% on port count, not revenue, but because prices will come down, but on the port count over the next five years. So, we thought it was an exciting time for us. On the NeoPhotonics side, they're on the precipice of really growing strongly and they're having to convince customers that they are the partner of choice for them. And you look at...

  
Report Type:

Transcript

Source:
Company:
Lumentum Holdings Inc
Ticker
LITE.OQ
Time
2:10pm GMT
Format:
PDF Adobe Acrobat
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MLA:
Thomson StreetEvents. "Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript" Dec 07, 2021. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-at-Barclays-Global-Technology-Media-and-Telecommunications-Conference-Virtual-T15052324>
  
APA:
Thomson StreetEvents. (2021). Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript Dec 07, 2021. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-at-Barclays-Global-Technology-Media-and-Telecommunications-Conference-Virtual-T15052324>
  
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