Lumentum Holdings Inc. (LITE) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Core Insights - The company is experiencing unprecedented demand in AI, leading to capacity constraints across all product lines [1] - Demand is exceeding supply, with specific areas like indium phosphide and lasers facing significant tightness [1] - The backlog and customer commitments are projected to extend through 2027, indicating strong future demand [1] Product Line Analysis - All product lines are currently capacity constrained, with every segment facing tightness [1] - EML lasers are sold out until 2026 and largely booked through 2027, highlighting the strong demand in this category [1] - The trend of tightness in supply is expected to last for the next two years [1]