Lumentum Holdings Inc at Nasdaq Investor Conference (Virtual) Transcript

Nov 30, 2021 / 05:30PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

Great. Thank you, everybody, for joining us today. I'm Meta Marshall. I head up the networking coverage here at Morgan Stanley. I'm joined here today by Lumentum. With us today, we have the whole host -- whole panel. We have Alan Lowe, CEO; Wajid Ali, CFO; Chris Coldren, SVP and Head of Corporate Development; and Jim Fanucchi, who heads up IR.

And so if you have any questions, feel free to e-mail them to me, but hopefully, we'll keep this a fairly efficient dialogue. So Alan, thanks so much for joining us today.

Questions and Answers:

Meta A. Marshall - Morgan Stanley, Research Division - VP

And maybe I just wanted to start off with probably what's kind of the question you get the most or what I would assume the question you get the most on, is just what you're seeing as far as supply chain and just what kind of overhang that's creating today and when do you see that kind of resolving itself.

Alan S. Lowe - Lumentum Holdings Inc. - President, CEO &
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