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    Alex Valero • Loop Capital Markets

    Alex Valero's questions to Lumentum Holdings Inc (LITE) leadership

    Alex Valero's questions to Lumentum Holdings Inc (LITE) leadership • Q3 2025

    Question

    An analyst on behalf of Alex Valero of Loop Capital Markets asked for Lumentum's view on when co-packaged optics (CPO) might gain significant traction and compete with traditional transceivers. They also inquired about the economic differences between the two technologies.

    Answer

    Wupen Yuen, President of Cloud and Networking, explained that CPO adoption will take time due to its complexity, and pluggable transceivers will remain the dominant form factor for the next several years. He and CEO Michael Hurlston described CPO as a different consumption model where the switch vendor controls the optics, making a direct ASP comparison to transceivers difficult as pricing will depend on competition and overall system benefits.

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    Alex Valero's questions to HP Inc (HPQ) leadership

    Alex Valero's questions to HP Inc (HPQ) leadership • Q1 2025

    Question

    Alex Valero of Loop Capital inquired about the back-to-office assumptions baked into the print forecast and HP's view on the AI PC competitive landscape, particularly with new entrants like NVIDIA.

    Answer

    CEO Enrique Lores stated that HP assumes a stable return-to-office environment with no radical changes. Regarding AI PCs, he positioned NVIDIA as a key partner rather than a competitor, noting that HP is actively working to integrate NVIDIA's technology into its upcoming products and views the collaboration as exciting.

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