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Taran Katta

Research Analyst at Wolfe Research

Taran Katta is an Equity Research Associate at Wolfe Research, specializing in the analysis of companies within the technology and optical components sectors. He has covered stocks such as Lumentum Holdings, providing detailed company insights and contributing to earnings discussions. Taran began his career at Wolfe Research and has supported senior analysts in delivering actionable investment research, though specific performance metrics and platform rankings are not publicly documented. His academic credentials include a technical background, but professional securities licenses or additional recognitions are not listed in available records.

Taran Katta's questions to HARMONIC (HLIT) leadership

Question · Q4 2025

Taran Katta, on behalf of George Notter, sought confirmation on the $6 million net cost impact from memory pricing and the company's plans for pricing actions.

Answer

Walter Jankovic, Chief Financial Officer, confirmed the $6 million net impact from memory pricing and mentioned that pricing actions are being rolled out for certain products with higher memory content, acknowledging it as an industry-wide issue.

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Question · Q4 2025

Taran Katta from Wolfe Research sought confirmation on the $6 million net cost impact from memory pricing and inquired about the specific pricing actions Harmonic plans to implement with its customers to mitigate these costs.

Answer

CFO Walter Jankovic confirmed the $6 million net impact from memory pricing. He stated that pricing actions would be rolled out for certain products with higher memory content but did not provide specific details on the nature of these actions, noting that the impact is significant across the industry.

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Taran Katta's questions to Lumentum Holdings (LITE) leadership

Question · Q1 2026

Taran Katta asked about the demand outlook for co-packaged optics (CPO) compared to previous quarters, and whether the customer and market base for CPO is expanding.

Answer

President and CEO Michael Hurlston indicated that CPO demand is stronger than initially forecast for the second half of calendar 2026, with no change in timing but an improved forecast. He noted that customer conversations have 'magnified and multiplied,' engaging not only the primary customer but others as well. President of Global Business Units Wupen Yuen added that interest has increased, particularly after the OCP conference, and Lumentum is using EOSFP modules to broaden engagement and visibility, leading to heightened interest and optimism for industry-wide CPO adoption and demand for their ultra-high-power laser chips.

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Question · Q1 2026

Taran Katta asked about the demand outlook for Co-Packaged Optics (CPO) compared to previous quarters, and whether the customer base and market for CPO are expanding.

Answer

President and CEO Michael Hurlston stated that demand for CPO is stronger than initially forecast for the second half of calendar 2026, with no change in timing but magnified customer conversations beyond the primary customer. President of Global Business Units Wupen Yuen added that interest has increased, especially after the OCP conference, and Lumentum is using EOSFP modules to broaden engagement, leading to heightened interest and optimism for industry-wide CPO adoption.

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Fintool

Fintool can write a report on Lumentum Holdings logo LITE's next earnings in your company's style and formatting