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 · last 12 months

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

I think you talked about it with Tony.

And as these fiber optics becomes more and more prevalent in data center, it's creating an ever tighter noose around the industry because there's only so much we can do so quickly.

It's tough.

I mean, the interesting thing, the question we get all the time, and I think you've asked many of the people on your show, is, is this a bubble?

And what's interesting about the optical industry is if there are no more data center buildouts, if you don't see this crazy rate of construction that we've seen over the past three or four years,

Still, you're going to have a shift within the existing properties from electrical signaling to optics, right?

And so our growth rate, which has been astronomical, we've grown three times.

I've been with the company only a short period of time.

I've been there about five quarters now.

And in those five quarters, we've tripled our top line revenue.

So the stock price has gone up 10 or 12 times, as you correctly point out.

At one point, it was up over $1,000.

It's come back, I think, on a lot of the concern around AI over the last couple of weeks.

But we have a high performing stock largely because people are seeing the future and seeing the future start to play out where you have more and more optical components going into these data centers and driving super high demand for our products.

Yeah, I mean, this is an interesting thing.

I think if you look at most CEOs, they either retire or somebody retires them for them.

You don't see too many CEOs change jobs.

And I've actually been lucky enough now to be CEO of three different public companies.

The first public company I was a CEO of was a company called Finisar that was optical.

That's now the heartbeat of one of our biggest competitors, but also one of our biggest partners in Coherent.

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