The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hurlston: Server Copper Wiring Will Move to Optical Within 12 Months
“That run in the back of the servers, and in the next 12 months, we'll see some of those copper wires move to optical.”
Hurlston: Existing Data Centers Will Shift to Optics Regardless of Buildouts
“What's interesting about the optical industry is if there are no more data center build outs, 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 …”
Hurlston: Fiber optics demand is creating an industry manufacturing bottleneck
“So there's a bottleneck that's developing. 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 quickl…”
Hurlston: Lumentum Shifted Strategy to Become Almost a Data Center Pure-Play
“What I've done is said, okay, look, let's focus our efforts on the data center. There's enough here going on that we really want to simplify our business as much as we possibly can. Focus on where we think the biggest opportunities are, and that's the data cen…”
Hurlston: Lumentum Tripled Top-Line Revenue in Five Quarters
“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.”
Hurlston: Hyperscalers request millions of optical units versus historical thousands
“You're talking about volumes of, let's say, a thousand units a quarter. And now we're being asked by these hyperscalers to deploy in 1,000,010 of millions of units. So it's really changed the dynamic in our industry, not just for Lumentum, but I think every si…”