LITE - Lumentum Holdings Inc. (LITE) Q2 2024 Earnings Call Transcript

2024-02-08 10:58:02 ET

Lumentum Holdings Inc. (LITE)

Q2 2024 Earnings Conference Call

February 8, 2024 8:30 a.m. ET

Company Participants

Kathy Ta - Vice President of Investor Relations

Alan Lowe - President and Chief Executive Officer

Wajid Ali - Executive Vice President and Chief Financial Officer

Chris Coldren - Senior Vice President and Chief Strategy and Corporate Development Officer

Conference Call Participants

Simon Leopold - Raymond James

Alex Henderson - Needham & Company

Samik Chatterjee - J.P. Morgan

Christopher Rolland - SIG

Meta Marshall - Morgan Stanley

Karl Ackerman - BNP Paribas

Dave Kang - B. Riley

Ruben Roy - Stifel Nicolaus

Vivek Arya - Bank of America

Ananda Baruah - Loop Capital

Presentation

Operator

Good day, everyone, and welcome to the Lumentum Holdings' Second Quarter Fiscal Year 2024 Earnings Call. All participants will be in a listen-only mode. Please also note that today's event is being recorded for replay purposes. [Operator Instructions]

At this time, I would like to turn the call over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead.

Kathy Ta

This is Kathy Ta, Lumentum's Vice President of Investor Relations. Joining me today are Alan Lowe, President and Chief Executive Officer; Wajid Ali, Executive Vice President and 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 and beliefs regarding recent acquisitions, including Cloud Light and NeoPhotonics, financial and operating results, macroeconomic trends, trends and expectations for our products and technology, our end markets, market opportunities and customers, and our expected financial performance, including our guidance as well as statements regarding our future revenues, financial model, and margin targets....

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