Lumentum Holdings Inc Q4 2021 Earnings Call Summary - Thomson StreetEvents

Lumentum Holdings Inc Q4 2021 Earnings Call Summary

Lumentum Holdings Inc Q4 2021 Earnings Call Summary - Thomson StreetEvents
Lumentum Holdings Inc Q4 2021 Earnings Call Summary
Published Aug 18, 2021
20 pages (10465 words) — Published Aug 18, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of LITE.OQ earnings conference call or presentation 18-Aug-21 12:30pm GMT

  
Brief Excerpt:

...A. Note: Unless otherwise stated, all results and projections are non-GAAP. 1. a. Non-GAAP financials are not to be considered as a substitute for or superior to financials prepared in accordance with GAAP....

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Lumentum Holdings Inc
Ticker
LITE.OQ
Time
12:30pm 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 : I guess, Alan, if I could just start with the supply constraints here. And from the tone of your conversation, it does sound like things are getting a bit worse. So I just wanted to get a sense. I know it's a bit early for fiscal 2Q and onwards, but should we be thinking about more material headwinds than the $30 million or maybe some headwinds on margins as you go out and procure inventory? And then the second part to that, seasonally, we've seen Telecom and Datacom move up from 1Q to 2Q. Does kind of the supply chain constraints limit your ability to deliver to that in this year?

Table Of Contents

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

Lumentum Holdings Inc at Needham Security, Networking, & Communications Conference (Virtual) Transcript – 2021-11-16 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 16-Nov-21 3:15pm GMT

Lumentum Holdings Inc Q1 2022 Earnings Call and to Discuss Acquisition of NeoPhotonics Corp Summary – 2021-11-04 – US$ 54.00 – Edited Brief of LITE.OQ earnings conference call or presentation 4-Nov-21 12:30pm GMT

Lumentum Holdings Inc Q1 2022 Earnings Call and to Discuss Acquisition of NeoPhotonics Corp Transcript – 2021-11-04 – US$ 54.00 – Edited Transcript of LITE.OQ earnings conference call or presentation 4-Nov-21 12:30pm GMT

Lumentum Holdings Inc Q4 2021 Earnings Call Transcript – 2021-08-18 – US$ 54.00 – Edited Transcript of LITE.OQ earnings conference call or presentation 18-Aug-21 12:30pm GMT

Lumentum Holdings Inc at Stifel Cross Sector Insight Conference (Virtual) Transcript – 2021-06-09 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 9-Jun-21 7:20pm GMT

Lumentum Holdings Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript – 2021-05-25 – US$ 54.00 – Edited Transcript of LITE.OQ presentation 25-May-21 2:15pm GMT

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 Q3 2021 Earnings Call Transcript – 2021-05-12 – US$ 54.00 – Edited Transcript 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

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Cite this Report

  
MLA:
Thomson StreetEvents. "Lumentum Holdings Inc Q4 2021 Earnings Call Summary" Aug 18, 2021. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2021-Lumentum-Holdings-Inc-Earnings-Call-B14940776>
  
APA:
Thomson StreetEvents. (2021). Lumentum Holdings Inc Q4 2021 Earnings Call Summary Aug 18, 2021. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2021-Lumentum-Holdings-Inc-Earnings-Call-B14940776>
  
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