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Lumentum Holdings' (LITE) CEO Alan Lowe on Q2 2022 Results - Earnings Call Transcript

Feb. 03, 2022 1:04 PM ETLumentum Holdings Inc. (LITE)
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Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2022 Earnings Conference Call February 3, 2022 8:30 AM ET

Company Participants

Kathy Ta – Vice President-Investor Relations

Alan Lowe – President and Chief Executive Officer

Wajid Ali – Chief Financial Officer

Chris Coldren – Senior Vice President, Chief Strategy and Corporate Development Officer

Conference Call Participants

Samik Chatterjee – JPMorgan

Tom O’Malley – Barclays

Alex Henderson – Needham

Rod Hall – Goldman Sachs

Simon Leopold – Raymond James

George Notter – Jefferies

Meta Marshall – Morgan Stanley

Christopher Rolland – SIG

Richard Shannon – Craig-Hallum

Tim Savageaux – Northland Capital Markets

Ananda Baruah – Loop Capital


Good day, everyone, and welcome to the Lumentum Holdings Second Quarter Fiscal Year 2022 Earnings Call. All participants will be in a listen-only mode. [Operator Instructions]

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.

Kathy Ta

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, time to close, strategies of the combined company and benefits to customers in the markets in which we operate as well as the impact of COVID-19 on our business and continuing uncertainty in this regard. Trends and expectations for our products and technology, our markets, market opportunity and customers and our expected financial performance, including our guidance as well as statements regarding our future revenues, our financial model and our margin targets.

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