Michael Hurlston
“In those five quarters, we've tripled our top line revenues. So the stock price has gone up 10 or 12 times.”
Source→“What I've done is said, OK, look, let's focus our efforts on the data center. There's enough here going on that we really want to simplify our business as much as we possibly can, focus on where we think the biggest opportunities are.”
Source→“The board of directors showed me a forecast and they said, hey, here's what we think the company is going to do. And I, of course, discounted it by about 50 percent. And it's been probably 4x over what they even showed me.”
Source→“Tony was sort of framing... what all of these different things mean and what Lumentum's role is in all of that... one of the bright minds in the industry”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.