Lumentum Holdings Inc Q2 2021 Earnings Call Summary - Thomson StreetEvents

Lumentum Holdings Inc Q2 2021 Earnings Call Summary

Lumentum Holdings Inc Q2 2021 Earnings Call Summary - Thomson StreetEvents
Lumentum Holdings Inc Q2 2021 Earnings Call Summary
Published Feb 02, 2021
19 pages (10285 words) — Published Feb 02, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of LITE.OQ earnings conference call or presentation 2-Feb-21 1:30pm GMT

  
Brief Excerpt:

...A. COVID-19: There have been a lot of developments since last earnings call. 1. 2. Seen significant impact of COVID-19 pandemic expand to millions of people around globe. 3. Has seen development and early distribution of effective vaccines. 4. Co. plays important role in critical infrastructure that helps people safely continue their work, education and life during these challenging times. B. Business & Financial Results: Increased demand in Telecom & Datacom added to positive momentum from prior qtr., resulting in record revenue, non-GAAP GM, operating margin and EPS. 1. 2. For first time ever, achieved GM in excess of 53% and operating margins above 35%....

  
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 : Great. I just wanted to start off firstly, on the automotive or the LiDAR opportunity and see if you can talk about what are you seeing in relation to how the automotive LiDAR supply chain is developing? I'm just curious because you mentioned you're working with OEMs as well as some of the LiDAR solution providers. How critical should we think Lumentum's IP and design capabilities are? Or is there an opportunity for some of the LiDAR solution providers to kind of have their own designs and work with contract manufacturers directly? And I have a follow-up. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 02, 2021 / 1:30PM, LITE.OQ - Q2 2021 Lumentum Holdings Inc Earnings Call

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Got it. That's very helpful. Chris, if I can just follow up on the datacom side. I think you talked about -- you talked about the 5G front haul demand moderating in China. How should we think about your capacity plans? I think you had outlined doubling capacity on the datacom chipset side? Are we still kind of on track to do that given some of the moderation in demand? And then what are the broader implications here for the telecom group? And should we expect to see some softness in telecom as kind of broadly seeping through the weakness you're seeing in China in 5G rollouts?

Table Of Contents

Lumentum Holdings Inc Q3 2021 Earnings Call Summary – 2021-05-12 – US$ 54.00 – Edited Brief of LITE.OQ earnings conference call or presentation 12-May-21 12:30pm GMT

Lumentum Holdings Inc at Raymond James Institutional Investors Conference (Virtual) Transcript – 2021-03-03 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 3-Mar-21 3:50pm GMT

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 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 Summary – 2021-01-19 – US$ 54.00 – Edited Brief of LITE.OQ M&A conference call or presentation 19-Jan-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

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Cite this Report

  
MLA:
Thomson StreetEvents. "Lumentum Holdings Inc Q2 2021 Earnings Call Summary" Feb 02, 2021. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Lumentum-Holdings-Inc-Earnings-Call-B13597977>
  
APA:
Thomson StreetEvents. (2021). Lumentum Holdings Inc Q2 2021 Earnings Call Summary Feb 02, 2021. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Lumentum-Holdings-Inc-Earnings-Call-B13597977>
  
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