Michael Hurlston

speaker

226 appearances 1 recordings 1 series first heard Jul 2026 last heard 29 Jul

Michael Hurlston’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Sourcery · The Stock That Went Up 1000% | Lumentum CEO · 29 Jul 2026 podcast

We're just shining light along a fiber.

And that light is modulated, meaning it turns on and off at really, really high speeds.

And that's what creates the transmission.

Yeah, look, I mean, fiber optics has been the backbone of the internet for years, right?

So when the internet first came in was the sort of the first great wave of the optical companies.

And what happened was you're digging up the earth

in the United States, in Paris, in London, wherever it might be, and installing these fiber optic cables because the internet now is traveling over huge distances.

And so the first real optical sort of the big wave was now building the backbone of our internet infrastructure across the world.

And you actually have fiber optic cables today that run under the ocean.

So if we want to have communication that goes between Paris and New York, there are fiber optic cables that are actually buried in the ocean.

And those fiber optic cables conduct these signals.

But as I said a minute ago, what's happened is now you're going to faster and faster speeds.

And when you go to faster and faster speeds, the physics say that copper can't work or it doesn't work as well.

And so what you have now is this internet, this big backbone, this big infrastructure that we've played in for numerous decades.

And those volumes are actually relatively modest.

You're talking about volumes of, let's say, 1,000 units a quarter.

And now we're being asked by these hyperscalers to deploy in millions, tens of millions of units.

So it's really changed the dynamic in our industry, not just for Lumentum, but I think every single optical company now is dealing with different scales than we ever had before.

There's a lot of manufacturing.

I mean, I think if you, you know, you obviously know the industry super well.

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