Lumentum Holdings Inc. (LITE) Raymond James TMT & Consumer Conference December 8, 2025 10:40 AM EST

Company Participants

Michael E. Hurlston - President, CEO & Director

Conference Call Participants

Simon Leopold - Raymond James & Associates, Inc., Research Division

Presentation

Simon Leopold Raymond James & Associates, Inc., Research Division

Simon Leopold, Raymond James, semiconductor and data infrastructure analyst. So I’m delighted we’ve got our conference here in New York, fireside chat with Lumentum and Michael Hurlston, company’s CEO. So some Q&A, we’ll keep an eye out if folks in the audience have some questions.

Question-and-Answer Session

Simon Leopold Raymond James & Associates, Inc., Research Division

But maybe just to kick it off, if there’s possibly anybody who’s not familiar with Lumentum, how do you like to introduce the company to a new investor?

Michael E. Hurlston President, CEO & Director

Yes. Look, first of all, thanks for having us. I mean I can’t thank you enough. I think when we first met – again, as I came back into the optics world, it was in the OFC conference, and you were very generous because I didn’t know a thing. So you steered all the questions away from me. Now you’re going to – you’re going to hit me with everything.

Simon Leopold Raymond James & Associates, Inc., Research Division

Oh, yes. Honeymoon’s over.

Michael E. Hurlston President, CEO & Director

The honeymoon is over. That’s it. That’s it. Honeymoon is over. Okay. I think fundamentally, we are an infrastructure provider to the data center. We’ve now got most of our business focused on data center. And within that, we sort of think about 2 pieces. On one side is semiconductors, where we’re providing compound semiconductors and components to the hyperscalers and to the data center opportunity. And then on the other side, as you know well, we’ve started talking about systems, and we’re pulling

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