Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2023 Earnings Conference Call February 9, 2023 8:30 AM ET
Company Participants
Kathy Ta - Vice President of Investor Relations
Alan Lowe - President and Chief Executive Officer
Wajid Ali - Chief Financial Officer
Chris Coldren - Senior Vice President and Chief Strategy and Corporate Development Officer
Conference Call Participants
Simon Leopold - Raymond James
Tom O'Malley - Barclays
Christopher Rolland - SIG
Samik Chatterjee - J.P. Morgan
Alex Henderson - Needham
Meta Marshall - Morgan Stanley
George Notter - Jefferies
Ruben Roy - Stifel Nicolaus
Ananda Baruah - Loop Capital
Vivek Arya - Bank of America Merrill Lynch
Michael Genovese - Rosenblatt
Operator
Good day, everyone, and welcome to the Lumentum Holdings' Second Quarter Fiscal Year 2023 Earnings Call. All participants will be in listen-only mode. Please also note, today's event is being recorded for replay purposes. [Operator Instructions]
At this time, I'd like to turn the conference call over to Kathy Ta, Vice President of Investor Relations. Ms. Ta, please go ahead.
Kathy Ta
Welcome to Lumentum's fiscal second quarter 2023 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 our recent acquisitions, including NeoPhotonics, such as expected synergies, and financial and operating results, macroeconomic trends, 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.
These statements are subject to risks and uncertainties that could cause actual results to differ materially from our current expectations, particularly the risk factors described in our SEC filings. We encourage you to review our most recent filings with the SEC, including the risk factors described in the quarterly report on Form 10-Q to be filed for the quarter ended December 31, 2022, and those in the 10-K for the fiscal year ended July 2, 2022.
The forward-looking statements provided during this call are based on Lumentum's reasonable beliefs and expectations as of today. Lumentum undertakes no obligation to update these statements, except as required by applicable law. Please also note, unless otherwise stated, all financial results and projections discussed in this call are non-GAAP. Non-GAAP financials are not to be considered as a substitute for or superior to financials prepared in accordance with GAAP.