Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript - Thomson StreetEvents

Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript - Thomson StreetEvents
Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript
Published Mar 02, 2021
8 pages (5599 words) — Published Mar 02, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of LITE.OQ presentation 2-Mar-21 2:30pm GMT

  
Brief Excerpt:

...I think more than 3D sensing, our telecom and datacom businesses is growing dramatically as a result of bandwidth growth that just continues to grow on an annual basis, more than 30%. And so I'd say that while we have a thriving, growing 3D sensing business, the fundamental underlying parts of our other parts of our business, meaning in the telecom transmission, telecom transport, as well as our datacom chip business, which is while it be smaller, it's a big contributor and growing quite rapidly as 5G deployments are coming online as well as the hyperscalers are building out new data centers. And so I'd say, across the board and including our laser business that was hit pretty dramatically by the COVID pandemic is now starting to see signs of life coming back, and we'll get back to the kind of levels we were prepandemic, say, in the next few quarters. So it's a good time for Lumentum in the fundamentals of our markets that we participate in are all very strong....

  
Report Type:

Transcript

Source:
Company:
Lumentum Holdings Inc
Ticker
LITE.OQ
Time
2:30pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript" Mar 02, 2021. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-at-Morgan-Stanley-Technology-Media-and-Telecom-Conference-Virtual-T13661549>
  
APA:
Thomson StreetEvents. (2021). Lumentum Holdings Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript Mar 02, 2021. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-at-Morgan-Stanley-Technology-Media-and-Telecom-Conference-Virtual-T13661549>
  
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