Lumentum Holdings Inc. (LITE) Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]
Lumentum Holdings Inc. (LITE)
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Company Participants Wupen Yuen - President of Global Business Unit Conference Call Participants Thomas O'Malley - Barclays Bank PLC, Research Division Presentation Thomas O'Malley Barclays Bank PLC, Research Division All right, everyone. Welcome back to the Barclays Global Tech Conference. I'm Tom O'Malley, semi and semi-cap analyst here. I'm very happy to have Wupen Yuen with Lumentum. Thank you for being here. Wupen Yuen President of Global Business Unit Thank you. Question-and-Answer Session Thomas O'Malley Barclays Bank PLC, Research Division So it's been some crazy times of late. You've seen an unprecedented demand in AI kind of come into the market. You guys have talked about certain areas in your portfolio in which things have gotten tight. So maybe start with like a mark-to-market. Where are you seeing tightness? Is this across the portfolio? And then maybe how long do you think that dynamic lasts? Wupen Yuen President of Global Business Unit
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News
- Will Lumentum (LITE) Board Refresh Sharpen Its AI Cloud Optics Strategy? [Yahoo! Finance]Yahoo! Finance
- Lumentum Holdings: Positive Catalysts May Already Be Priced In [Seeking Alpha]Seeking Alpha
- Lumentum Appoints Thad Trent to Board of Directors [Yahoo! Finance]Yahoo! Finance
- Lumentum Appoints Thad Trent to Board of DirectorsBusiness Wire
- S&P 500 Futures Up in Premarket Trading; Lumentum Holdings, Equinox Gold Lead [Barron's]Barrons
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 12/15/25 - Form 8-K
- 11/24/25 - Form 8-K
- 11/21/25 - Form 4
- LITE's page on the SEC website