Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript - Thomson StreetEvents

Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript

Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript - Thomson StreetEvents
Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript
Published Dec 01, 2020
9 pages (5515 words) — Published Dec 01, 2020
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of LITE.OQ presentation 1-Dec-20 4:30pm GMT

  
Brief Excerpt:

...Yes. I think it was a combination of several things that led up to the margin expansion that we've seen over the last couple of years. As you said, we've divested some of the slower growth product lines and lower-margin product lines, while at the same time, continue to invest in R&D to really differentiate ourselves from our competitors in the high end telecom products, for example, as well as the 3D sensing products. I think the other dynamic is the synergy attainment that we got from the Oclaro acquisition. We far surpassed what we had committed to in the Street, and that helped a tremendous amount. But we've really transformed the business to focusing on the high-growth areas of the market and on the chip business. And the chip business, as you can imagine, is very -- it contributes very much to the growth in our gross and operating margins because we don't buy other products and put it together. We basically sell the semiconductor chip that has very high gross margins. And so I think...

  
Report Type:

Transcript

Source:
Company:
Lumentum Holdings Inc
Ticker
LITE.OQ
Time
4:30pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript" Dec 01, 2020. Alacra Store. May 16, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-at-Nasdaq-Virtual-Investor-Conference-T13514424>
  
APA:
Thomson StreetEvents. (2020). Lumentum Holdings Inc at Nasdaq Virtual Investor Conference Transcript Dec 01, 2020. New York, NY: Alacra Store. Retrieved May 16, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Lumentum-Holdings-Inc-at-Nasdaq-Virtual-Investor-Conference-T13514424>
  
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