Question-and-Answer SessionSo it's been some crazy times of late. You've seen an unprecedented demand in AI kind of come into the market. You guys have talked about certain areas in your portfolio in which things have gotten tight. So maybe start with like a mark-to-market. Where are you seeing tightness? Is this across the portfolio? And then maybe how long do you think that dynamic lasts?Wupen YuenPresident of Global Business Unit Yes. Actually, to be honest, I think the short summary is that we're seeing ...

Lumentum (NasdaqGS:LITE) FY Conference December 10, 2025 12:15 PM ET Company ParticipantsNone - Unknown Speaker 1None - Unknown Speaker 2Wupen Yuen - President, Global Business UnitsConference Call ParticipantsThomas James O'Malley - AnalystNoneCan you run to the Lumentum room and try to find Wupen? He's not here.Okay.Yeah.Okay.Yeah. I sent Tripp to go try to find him. Yeah. We can. Just tell me later. I'm live.Thomas James O'MalleyBarclays' tech conference. Really appreciate y'all being here, and hopefully ...