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

Coherent's built around the engine that was Finisar that we ended up selling to them.

Then I was a CEO of a semiconductor company.

I'm mostly a semiconductor guy.

And I was CEO of a company called Synaptics for five or six years.

And then I joined Lumentum, as you're pointing out, at a time where

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, as one does, discounted it by about 50 percent.

And it's been probably 4x over what they even showed me.

So we've just hit the company with the right products at absolutely the right time.

Really, our

team before I got there.

The previous CEO set it up well, right products, right roadmap.

And we have all of the goods that people are looking for now as they convert their data centers to more and more of the fiber optics.

Actually, what we've tried to do, Molly, is simplify.

So I think when I came into the company, there was a lot of products that were geared toward the old telecom industry, selling still to AT&T, to Verizon.

There were products that we were doing that were around industrial lasers, interestingly enough.

Lasers are used to cut metal for car doors.

They're used to machine different parts.

And we had a business in that.

And what I've done is said, OK, look, let's focus our efforts on the data center.

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