Lumentum Holdings Inc Q2 2022 Earnings Call Transcript - Thomson StreetEvents

Lumentum Holdings Inc Q2 2022 Earnings Call Transcript

Lumentum Holdings Inc Q2 2022 Earnings Call Transcript - Thomson StreetEvents
Lumentum Holdings Inc Q2 2022 Earnings Call Transcript
Published Feb 03, 2022
17 pages (10752 words) — Published Feb 03, 2022
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of LITE.OQ earnings conference call or presentation 3-Feb-22 1:30pm GMT

  
Brief Excerpt:

...Operator Good day, everyone, and welcome to the Lumentum Holdings Second Quarter Fiscal Year 2022 Earnings Call. (Operator Instructions) Please note, today's event is being recorded for replay purposes. At this time, I'd like to hand the conference call over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead. Kathryn Ta;Vice President of Investor Relations Thank you, operator. Welcome to Lumentum's Fiscal Second Quarter 2022 Earnings Call. This is Kathy Ta, Lumentum's Vice President of Investor Relations. Joining me today are Alan Lowe, President and Chief Executive Officer; Wajid Ali, Chief Financial Officer; and Chris Coldren, Senior Vice President and Chief Strategy and Corporate Development Officer. Today's call will include forward-looking statements, including statements regarding our expectations regarding the pending acquisition of NeoPhotonics, including market opportunity, expected synergies, financial and operating results, and expectations regarding accretion,...

  
Report Type:

Transcript

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 : So on the first one, if I can just start with the supply chain. And I want to see if I can get a clarification on your comments about 4Q. It did sound like in terms of your guidance for 4Q for revenues to be up quarter-over-quarter, you're not embedding in as much supply chain improvement, and it's more the fiscal '23 where you see the supply chain improving. So maybe if you can clarify that? Because what I'm trying to get to is how much of that fourth quarter guidance is contingent on supply improving, and you being able to capitalize on some of this constraint-led pent-up demand that you're talking about in fiscal third quarter? And I have a follow-up.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Got it. Got it. And for the follow-up, I know you mentioned the double-digit growth in revenue in fiscal '23 and seeing that sort of being supported over a multiyear period as well. Can't help but ask -- 3D sensing, obviously, is a big portion of your revenue today. So what would be the assumption in terms of growth over a multiyear period in 3D sensing embedded in that sort of guidance?

Table Of Contents

Lumentum Holdings Inc at JPMorgan Global Technology, Media & Communications Conference Transcript – 2022-05-23 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 23-May-22 7:50pm GMT

Lumentum Holdings Inc Q3 2022 Earnings Call Summary – 2022-05-04 – US$ 54.00 – Edited Brief of LITE.OQ earnings conference call or presentation 4-May-22 12:30pm GMT

Lumentum Holdings Inc Q3 2022 Earnings Call Transcript – 2022-05-04 – US$ 54.00 – Edited Transcript of LITE.OQ earnings conference call or presentation 4-May-22 12:30pm GMT

Lumentum Holdings Inc Investor and Analyst Briefing at Optical Fiber Communication Conference and Exhibition Transcript – 2022-03-08 – US$ 54.00 – Edited Transcript of LITE.OQ corporate analyst meeting</ 8-Mar-22 5:00pm GMT

Lumentum Holdings Inc Q2 2022 Earnings Call Summary – 2022-02-03 – US$ 54.00 – Edited Brief of LITE.OQ earnings conference call or presentation 3-Feb-22 1:30pm GMT

Lumentum Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript – 2021-12-07 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 7-Dec-21 2:10pm GMT

Lumentum Holdings Inc at Raymond James Technology Investors Conference (Virtual) Transcript – 2021-12-06 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 6-Dec-21 2:40pm GMT

Lumentum Holdings Inc at Nasdaq Investor Conference (Virtual) Transcript – 2021-11-30 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 30-Nov-21 5:30pm GMT

Lumentum Holdings Inc Annual Shareholders Meeting Transcript – 2021-11-19 – US$ 54.00 – Edited Transcript of LITE.OQ shareholder or annual meeting 19-Nov-21 4:00pm GMT

Lumentum Holdings Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript – 2021-11-17 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 17-Nov-21 2:50pm GMT

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Thomson StreetEvents. "Lumentum Holdings Inc Q2 2022 Earnings Call Transcript" Feb 03, 2022. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2022-Lumentum-Holdings-Inc-Earnings-Call-T15095825>
  
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Thomson StreetEvents. (2022). Lumentum Holdings Inc Q2 2022 Earnings Call Transcript Feb 03, 2022. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2022-Lumentum-Holdings-Inc-Earnings-Call-T15095825>
  
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