Podcasts about lumentum

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Trumps Netflix-Forderung, Angst vor einem historischen Cut bei OpenAI und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Netflix, BASF, Bayer, Evonik, Amazon, Microsoft, Anthropic, Nvidia, Crowdstrike, Cloudflare, TEQ - Disruptive Technologies (WKN: DNA10X), TEQ - General Artificial Intelligence ETF (WKN: A41AXG), Xtrackers Artificial Intelligence & Big Data (WKN: A2N6LC), Invesco EQQQ Nasdaq 100 ETF (WKN: 801498), Caterpillar, AMD, ASML, TSMC, Trane Technologies, Dycom Industries, Vertiv, Eaton, SentinelOne, Lumentum und MongoDB. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über einen fast unbemerkten Rekord für die Geschichtsbücher, eine 300-Millionen-Wette gegen Silber und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um United Airlines, Delta Air Lines, Southwest Airlines, Old Dominion Freight Lines, Goldman Sachs, RTL Group, PepsiCo, Kellogg's, Uber, Hims & Hers Health, Microsoft, Meta Platforms, Amazon, Alphabet, Nvidia, Broadcom, Unimicron, Ibiden, Vertiv, Eaton, Delta Electronics, Jabil, Celestica, Flex, Arista Networks, Coherent, Lumentum, Fabrinet, Amphenol, iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35) und Invesco EQQQ Nasdaq-100 ETF (WKN: 801498). https://www.welt.de/wargame/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Is it too late to buy the "Nvidia of Networking"?Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of these two companies is the better long-term play for your portfolio.In this video, we cover:-- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work together.-- Financial Deep Dive: Why Lumentum's operating margins are exploding (up 1,700 basis points!).-- Future Catalysts: The massive OCS (Optical Circuit Switch) orders coming in late 2026.-- Our Verdict: Why we are personally leaning toward one of these for our "starter positions".Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 — AI Networking: The Next 600% Run?01:38 — Why Lumentum is "The Nvidia of Networking"02:00 — Lumentum vs. Fabrinet: The Supply Chain Secret02:30 — The Hardware: Transceivers & Wafers explained03:10 — LITE Earnings: 1,700 Basis Point Margin Jump!04:00 — The Power of Operating Leverage05:10 — Huge 2026/2027 Catalysts (OCS & CPO)06:45 — Fabrinet Deep Dive: A Broader Play?08:45 — Telecom vs. Industrial Laser segments11:00 — Stock Performance Recap12:20 — Our Portfolio Strategy for 2026If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Semiconductors #AI #Lumentum #Fabrinet #Investing #TechStocks #SiliconPhotonics #StockMarket2026 #chipstockinvestor Nick and Kasey own shares of Lumentum and Coherent

Trotz überwiegend starker Quartalszahlen geraten viele Börsenstars massiv unter Druck. In der neuen Folge Maydorns Meinung erklärt Börsenexperte Alfred Maydorn, warum die laufende US-Bilanzsaison zwar fundamental überzeugt, der Markt aber immer weniger verzeiht. Außerdem im Fokus: Silber, Sierra Madre, PayPal, SAP, Novo Nordisk, Microsoft, BYD, AMD, Lumentum Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

January 2026 Sustainable Stock and ETF Picks… Covers the world's most sustainable companies, cleantech and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 163, January 23, 2026 Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled "January 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition. ------------------------------------------------------------- The 2026 Global 100 list puts speed in the spotlight The first article I'm quoting from is hot off the press and is about one of my favourite company rankings! It's titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here's some of what he says. "As the global economic transition accelerates, more companies are recognizing that sustainability isn't just good marketing – it's good for business, too… This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces 'sustainable revenue momentum' to measure how fast companies are growing their sustainable revenues. A change of method Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives. The change has reordered the deck in a big way… A dramatic departure? 'In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,' Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries." End quotes. Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW). ------------------------------------------------------------ Top 4 Clean Tech Companies to Watch in 2026 This next article brings us back to highly familiar territory. It's titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes. "1. NextEra Energy (NEE) is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States… NextEra has also increased its dividend for more than 26 years in a row. 2. First Solar (FSLR) is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers… Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth. 3. Bloom Energy (BE) makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom's fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems… Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results. 4. Plug Power (PLUG) focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles. The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader 'green hydrogen' economy… Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide." End quotes. ------------------------------------------------------------- 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 The third article I've chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 on zacks.com. It's By Aniruddha Ganguly. Now, some quotes from the article. "1. NVIDIA (NVDA) achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA - Free Report). 2. IDEXX Laboratories (IDXX) is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030… This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups… IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX - Free Report). 3. Microsoft (MSFT) targets to become carbon negative, water positive, and generate zero waste by 2030… This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation… Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT - Free Report)." End quotes ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Today This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It's titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article. "1. Quanta Services (PWR) provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 2. WEC Energy Group (WEC) through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 3. NOV (NOV) designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 4. Clearway Energy (CWEN) operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN. 5. HA Sustainable Infrastructure Capital (HASI) through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI. 6. Ameresco (AMRC) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC. 7. Gibraltar Industries (ROCK) manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK." End quotes. ------------------------------------------------------------- Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It's by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump's protestations. Here are some quotes from the article. "1. NextEra Energy (NEE) is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company's competitive energy business, NextEra Energy Resources LLC (NEER), is the leading generator of wind energy globally. NextEra Energy, Inc. (NEE): Free Stock Analysis Report. 2. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company.  The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources. Pacific Gas & Electric Co. (PCG): Free Stock Analysis Report. 3. Arcosa (ACA) is a leading manufacturer of infrastructure-related products and services that serve the energy, construction and transportation markets. This Zacks Rank #2 company's Engineered Structures business continues to benefit from strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 4. Constellation Energy (CEG) is a well-recognised provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states… This Zacks Rank #3 (Hold) company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. Constellation Energy Corporation (CEG): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 My final review article covers some old favourites. Its title is AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 on cnbc.com. It's by Kif Leswing. Here are some brief quotes. 1. Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. 2. Lumentum based in San Jose, California, makes switches, transceivers and other optical laser-based parts that are needed for fiber-optic cables. Customers have typically been telecommunications carriers and device makers like Apple, which previously used Lumentum parts in its FaceID sensor… Lumentum's stock price has jumped 372% this year… lifting the company's market cap past $28 billion. Sales surged 58% in the most recent quarter from a year earlier to $533 million.  3. Western Digital is one of three major hard drive manufacturers, along with Seagate and Toshiba. Shares of the 55-year-old company are up almost 300% this year… 'Data is the fuel that powers AI, and it is HDDs that provide the most reliable, scalable and cost-effective data storage solution,' CEO Irving Tan said in October on an earnings call… Revenue is expected to increase about 23% in fiscal 2026, with growth slowing to 13% in 2027. 4. Micron is one of three major memory producers, alongside Samsung and SK Hynix, but the only one based in the U.S… Analysts from Morgan Stanley said in a December note that Micron's results showed the best revenue and profit upside in the 'history of the U.S. semis industry' — aside from Nvidia. Revenue is expected to almost double in the year ending in August, before dramatically slowing to 24% in fiscal 2027 and less than 1% in 2028, according to LSEG. 5. Seagate is also benefiting from booming demand for storage. The stock is up 231% this year. Sales rose 21% to $2.63 billion in the company's fiscal third quarter, which ended Oct. 3. The company said at the time that 80% of its sales go to the data center market. 'There is no question that AI is reshaping hard drive demand by elevating the economic value of data and data storage,' CEO Dave Mosley said on a call with analysts… Analysts expect 21% revenue growth this fiscal year, followed by increases of about 15% and 6% in the next two years, according to LSEG. 6. Celestica founded in 1994 as an IBM subsidiary, makes switches that connect networks together and manage the data and traffic flowing through them. The stock is up more than 230% this year… Analysts at Goldman Sachs wrote in a note Friday that Celestica supplies parts for Google's ASIC. 'The company should benefit in 2026 from being the leading provider of Google TPU rack level solutions,' the analysts wrote." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for January 2026. 1. Title: These Infrastructure Stocks Could Quietly Power the AI Revolution on fool.com. By Matt DiLallo. 2. Title: Top Beaten-Down Data Center Infrastructure Stocks on seekingalpha.com. By Steven Cress. 3. Title: Meet the four most sustainable funds on the market for 2025 corporateknights.com. By CK Staff. 4. Title: 3 Green Energy Stocks to Watch for a Cleaner, More Sustainable 2026 on finance.yahoo.com. By Pulkit Chamria. 5. Title: Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks on wallst.com. By Rich Duprey. 6. Title: The Top Clean-Energy Stocks for 2026, According to an Investment Advisor on businessinsider.com. By Samuel O'Brient. 7. Title: Top 10 Companies for CSR and Sustainability in 2025 on thecsrjournal.in. By Hency Thacker. 8. Title: This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure on fool.com. By John Bromels. 9. Title: Sustainable Investing Trends to Watch in 2026 on sustainalytics.com. By Morningstar Sustainalytics. 10. Title: The most sustainable equity funds in 2026 on corporateknights.com. Introduction by Saint Ekpali. 11. Title: Top 10: Renewable Energy Companies on energydigital.com. By Charlie King. 12. Title: The Grid Gap Gamble: Why Bloom Energy is Defying the Clean Tech Downturn in 2026 on markets.financialcontent.com. By MarketMinute. 13. Title: Some of the Best Sustainable Companies Call This ETF Home on etftrends.com. By Todd Shriber. 14. Title: Cisco Systems a Top Socially Responsible Dividend Stock With 2.2% Yield (CSCO) on nasdaa.com. By BNK Invest. 15. Title: Top 10: Sustainable Investments 2026 on sustainabilitymag.com. By Charlie King. 16. Title: Why Bloom Energy (BE) Stock Is Trading Up Today on finance.yahoo.com. By Petr Huřťák. 17. Title: Barclays Calls This 1 AI Server Stock 'Best in Class' Amid Upgrade to 'Overweight' Rating on finance.yahoo.com. By Aditya Raghunath. 18. Title: A clean technology company on the verge of transformational growth on stockhouse.com. By Trevor Abes. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "January 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on February 27th. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

Ken Shreve and Ed Carson analyze Tuesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.Find out what companies are involved in this fast growing market and how to approach investing in them. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Investing in Chip Stocks 2026 01:43 - The "Roads" of AI: What is Data Center Networking? 02:46 - Copper vs. Fiber Optics: The Differences 03:59 - Market Size: Logic vs. Optoelectronics Sales 05:32 - The Cable Kings: Amphenol, Corning & CommScope 08:12 - Light Sources: Coherent, Lumentum & Broadcom 11:15 - Signal Integrity: Re-timers (Astera Labs, Credo) & DSPs 15:16 - Transceivers: Nvidia, Jabil & Intel 17:18 - Switching, Routing & The Full Stack (Broadcom, Marvell) 18:48 - Investment Strategy: Niche Players vs. Supply Chain ControllersIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Semiconductors #ChipStocks #AIInvesting #DataCenter #SiliconPhotonics #Nvidia #Broadcom #OpticalNetworking #TechStocks #Investing2026Nick and Kasey own shares of a Nvidia, Broadcom, Credo, Amphenol and a number of others mentioned in the video.

Subscribe to the SmartTechCheck newsletter:LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6891547330575679488Medium https://markvena.medium.com/Subscribe to @SmartTechCheck for weekly podcast upload reminders: https://www.youtube.com/SmartTechCheckFollow Mark Vena on Twitter: https://twitter.com/MarkVenaTechGuyFollow Rob Pegoraro on Twitter: https://twitter.com/RobPegoraroFollow John Quain on Twitter: https://twitter.com/jqontechFollow Stewart Wolpin on Twitter: https://twitter.com/stewartwolpinhttps://open.spotify.com/show/7CxF4cT2AYCbzA8trCPnAl

Der Aktien-Schnelltest mit Oliver Kantimm ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Sendung im Rahmen von BerneckerTV, Aufzeichnung des Hauptvideos am 27.11.2025). Schlaglichter:Bayer - Echte Chance auf TurnaroundWerblicher Hinweis auf Bernecker Black WeekABO Energy - Drastische GewinnwarnungLumentum Holdings - Erst mal heißgelaufenDiversified Energy - Mini-Bewertung plus XL-DividendenrenditeWir wünschen gewinnbringende Impulse mit diesem Beitrag.=======Bernecker Black Week - XXL-Erfahrung - XXL-Rabatte. Bitte schnell entscheiden. Aktionszeitraum gilt befristet bis 30.11.2025. Zur Aktionsseite:https://www.bernecker.info/black-week=======Lust auf noch mehr Sendungen im Bernecker.TV? Noch mehr unterschiedliche Experten? Infos zu Bernecker.TV:https://www.bernecker.info/bernecker-tv=======Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website:https://www.bernecker.info/newsletterDisclaimer:Diese Beitrag dient ausschließlich Informationszwecken und stellt keine Anlageberatung dar. Bitte beachten Sie, dass Investitionen in Aktien mit Risiken verbunden sind und Sie sich vor einer Anlageentscheidung umfassend informieren sollten.

Lumentum Holdings (LITE) is up more than 110% so far in 2025. Part of its rally is attributed to Lumentum's Apple (AAPL) connection. Alex Coffey offers a closer look behind the company's meteoric rise and how A.I. infrastructure buildout accelerated bullish hopes. He notes the company's financials ahead of earnings in early November.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it's the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media's platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Lillie is the President of Private Cloud at Rackspace Technology, a cloud computing services pioneer and multi-cloud solutions provider. He is a recognized global leader with a focus on business strategy, product innovation, customer centricity, and enterprise digital experience. In addition, he is also a member of the board of directors for Lumentum and Storj Labs. In this episode… Cloud technology is a crucial component to any company's tech. No software or design can save your data without some form of comprehensive cloud solution. As the competition increases, adopting better services or providers is a necessity. Rackspace Technology has found its edge in the crowded space through AI. They use the burgeoning tech to empower data, give companies effective tools, and maintain maximum security. Its combination of these two growing fields — AI and cloud tech — might be a solution for many businesses. In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Brian Lillie, the President of Private Cloud at Rackspace Technology, about the intersection of AI and cloud resources. They touch on the company's work, how AI is evolving rapidly in the space, and what companies need to know about private cloud services.

0:00 -- Intro.1:35 -- Start of interview.2:05 -- Penny's "origin story".3:38 -- Her experience as CEO of Simplex including its IPO (2001) and later sale (2002).6:32 -- Her experience as CEO of FirstRain.7:57 -- On her board journey. Public boards (past and present): Rambus, JDSU, Faurecia (France), Lumentum, Smart Global, Forvia, Embarck Trucks. Private tech software company boards: Delphix and Modern Health.9:17 -- On distinctions between private and public boards. "A private VC-backed board is much more of a heavy lift than a public board... it's very interesting and you may not get paid [because it's based on stock]."13:35-- On serving as an independent director in a private VC-backed company during the down-cycle. How VCs are reacting. "It's better to take a lower valuation from a high-quality strategic individual than it is to chase the highest valuation because a bad investor will hurt you faster than anything else."16:00 -- On serving as Chair of public companies. "The biggest difference [between Chair and other directors] is that as Chair, you are the last to speak. It's really important to know that the role of the Chair is [to seek] the high quality functioning of the board and the participation of all the directors, not to share your opinion." "Leadership by listening rather than by speaking."18:12 -- On the separation of Chair and CEO roles. "It's really important that you really do have an independent board."20:29 -- On dual-class stock and founder control. "The benefit of dual-class stock with the benefit of a good founder is clarity of the strategy [preventing distraction]." "But there is a trade-off."23:35 -- On the role of the board in strategy and innovation. "You have to create a culture to challenge at the board level."26:30 -- Her take on ESG and the anti-ESG backlash. "I'm very pro-ESG, particularly E." "You have to have courage to lead." 33:33 -- On geopolitics and tensions with China. "We need more of a balancing than a decoupling (which is naive and unhealthy)." "The US has a complete chokehold on China for semiconductor manufacturing." "The semiconductor equipment comes from the US and Holland, and the software to design chips comes from California (dominated by two companies: Synopsis and Cadence)."39:06 -- On the transition to EVs in the automotive industry.40:38 -- On the evolution of boardroom diversity. "The California laws (SB-826 and AB-979), whether constitutional or not, brought great momentum for more board diversity."42:59 -- On her experience serving on French (and EU) company boards (which have board diversity quotas and union representatives on the board).47:55 -- How the automotive industry will change through technology and innovation. 50:24 -- The books that have greatly influenced her life (in this case, these books re-wired her brain on European history): From the Holy Mountain, by William Dalrymple (1997)The Silk Roads, a New History of the World, by Peter Frankopan (2015)52:10 -- Her mentors, and what she learned from them. Harvey Jones, former CEO of Synopsis. "the power of the great strategy."53:40 -- On founders or CEOs transitioning to the Chair role of the board. "I think it really depends on the founder."56:00 --  Quotes she thinks of often or lives his life by: "Damn the torpedoes, full speed ahead." 56:30 --   An unusual habit or an absurd thing that he loves: She loves the city of Rome.57:13 -- On the differences between the US and the UK/EU from a professional and cultural perspective. "As a woman, I couldn't imagine working in Europe in the 1980s or 1990s, and having any kind of career." "California is the best employment environment in the world for women in tech." "But to your general question: I would like to work in California and live in Europe."58:22 --   The living person he most admires: her father.Penny Herscher serves on four public company boards: Lumentum, SGH (Smart Global), Embark Trucks and Forvia SA and two private company boards, Delphix and Modern Health. She was President & CEO of two technology companies, Simplex and FirstRain, over the last 25 years. She is an experienced technology CEO, based in Silicon Valley, who took her first company, Simplex Solutions, public and then sold it to Cadence Design Systems in 2002. She sold her second company, FirstRain, to Ignite Technologies in 2017. Prior to Simplex, Penny was a member of the executive leadership team at Synopsys, through the IPO, on the way to becoming the #1 EDA company.__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

We had an incredible opportunity to sit down in person with Ralph Loura, the SVP CIO at Lumentum, for a special two-part conversation at The CIO 100 Awards in Rancho Palos Verdes, CA. Ralph's leadership journey encompasses some of the most well-known technology and consumer products companies around. Along the way, he's been recognized time and again as an inspiring, transformational CIO whose innovative approaches create real business value. But that's not all there is to Ralph Loura. He also plays a few other vital “roles” for his team: the Chief Truth Telling Officer, Chief Storytelling Officer, Chief Motivation Officer, and the Chief Sustainability Officer. In part one, we open up Ralph's playbook to unpack his superpowers of truth-telling and storytelling, and how he cuts through the noise to communicate effectively and with clarity. In part two, we explore how Ralph motivates his teams as well as his work to improve sustainability in the tech industry. Join us for part 1 as we discuss: How to earn a “seat at the table” in significant conversations and meetings How to take inspiration from multiple sources to focus on solving problems in unique ways How leaders become more effective when they get out of the mix and widen their perspective. Why leaders need to cut through the noise with clear communication so their team can unite around a clear mission in order to collaborate and innovate The importance of research, preparation, and “the meeting before the meeting” when making big decisions More information about Ralph Loura and today's topics: LinkedIn Profile: https://www.linkedin.com/in/ralphloura/ Company Website: https://www.lumentum.com

We are back for part 2 of our two-part episode with Ralph Loura, recorded onsite at The CIO 100 Awards held at the Terranea Resort in Rancho Palos Verdes, CA. Ralph is the SVP CIO at Lumentum and has worked at companies like HP, Cisco Systems, and Clorox, and he serves as an advisory board member for several more. In part 1, we unpacked how Ralph approaches truth-telling and storytelling for effective communication. In part 2 we're exploring Ralph's career journey more closely and digging in to the importance of mindset, getting out of your comfort zone, and Ralph's path toward more sustainable tech standards and processes. While you can listen to Part 2 without having heard Part 1, we highly encourage you to listen to both parts. Join us in part 2 as we discuss: Why leaders need to have a steadfast mindset and a preparedness strategy to confront and overcome volatility and uncertainty with calm confidence How to move out of your comfort zone without losing trust or confidence from your team Why Ralph joined Lumentum How to prioritize sustainability as a tech leader and influence positive change  More information about Ralph and today's topics: LinkedIn Profile: https://www.linkedin.com/in/ralphloura/ Company Website: https://www.lumentum.com Other Relevant Links: https://sustainableit.org, https://genesysworks.org/

CEO of Evernote Episode page with video, transcript, and more  My guest for Episode #178 of the My Favorite Mistake podcast is Ian Small, CEO at Evernote, the app that launched a personal productivity movement for knowledge workers around the world. Under Ian's leadership (since 2018), Evernote found the courage to go back to basics, launching a new era of innovation for the company and building upon a decade of growth. Ian brings more than 25 years of global product, technology, and business leadership experience to his current role. Trained as an engineer, Ian's career has evolved from designing and building user experiences at Apple into product leadership and large-scale business management as CEO of TokBox and global Chief Data Officer for Telefónica SA. In addition to his current role at Evernote, Ian sits on the board of directors for Lumentum and is an advisory board member for Alphabet subsidiary Loon (a graduate of Google's X Lab). He holds a Master's degree in Computer Science, a BASc in Engineering Science from the University of Toronto, and has earned more than 10 patents. In this episode, Ian tells his favorite mistake story about being told, early in his career, that he needed to be a better listener. What were the consequences as he became a manager? How did he realize that he needed to change and how did he work to overcome that bad habit to the point that he can now coach younger leaders to avoid or get out of this same trap? And how did Ian learn to listen better to customers and employees alike? We also talk about questions and topics including: Your favorite patent? Having to change habits… how? “Listen with a beginner's mind “ Marc Benioff – Salesforce The episode with Emily Learing Overhauling Evernote over 2 years — rebuilt from scratch? Better listening to customers, employees, and the board/investors Everybody internally (and customers) could tell you what the problem — why wasn't it being addressed? Was Evernote not listening or not taking action? The mistake of inaction vs. action? What do you think of the SV mantra “fail fast, fail often”? How to avoid needing another reboot in 2030? Mistakes in how users use Evernote or is that not possible? --- Support this podcast: https://anchor.fm/favorite-mistake/support

Ralph Loura, Senior Vice President IT, CIO at Lumentum, joins host Maryfran Johnson for this CIO Leadership Live interview, jointly produced by CIO.com and the CIO Executive Council. They discuss sustainable IT, global supply challenges, crowd-sourcing IT innovation, simplifying through AI/ML, rethinking IT budgeting and more.

IT (Information Technology) can be the heartbeat of a successful enterprise. In this episode, thought leader Ralph Loura, Chief Information Officer at Lumentum talks about IT as a business, and how strategically oriented, systems thinkers can contribute to a company's success. In this conversation, Ralph also talks about his work as co-founder of the Technology Business Management Council (tbmcouncil.org).

Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor.

625: Ralph discusses the role of IT in the company's strategic roadmap. Ralph talks about the areas of emphasis in Lumentum's current strategy for IT including developing a data strategy, navigating cybersecurity, and improving technological footprint on the factory floor. Additionally, he discusses the changing dynamics in the war for talent and how the relationship between employee and employer has shifted during the pandemic. Finally, Ralph covers the similarities across industries he's been in, how he built his ecosystem, and how he leverages learnings from the VC community to move on the trends coming out of it.

625: Ralph discusses the role of IT in the company's strategic roadmap. Ralph talks about the areas of emphasis in Lumentum's current strategy for IT including developing a data strategy, navigating cybersecurity, and improving technological footprint on the factory floor. Additionally, he discusses the changing dynamics in the war for talent and how the relationship between employee and employer has shifted during the pandemic. Finally, Ralph covers the similarities across industries he's been in, how he built his ecosystem, and how he leverages learnings from the VC community to move on the trends coming out of it.

Lennar rises on strong 1st-quarter results and continued optimism about America’s housing market. Coupa Software delivers a surprise profit in the 4th quarter but shares still sell off. Jason Moser analyzes those stories and the escalating bidding war in Silicon Valley as Lumentum, MKS Instruments, and II-VI all make bids to buy Coherent.

With COVID19 cases growing worldwide, many business leaders are in turmoil and undecided how to steer their organization in this pandemic, however we found few Transformational and Charismatic leaders transformed their organizations quickly and made profitable and saved thousands of jobs in 2020. And now with the announcement of availability of vaccines, CXO leaders are expecting a positive 2021 and want to establish a reimagined & robust 2021 & beyond, so, Do you want to know the secret sauce how to transform the organization ??…. This is your host – Swamy Sriperumbudur and you are listening to “LEADERSHIP IN CRISIS”, and we have invited a special guest – Ralph Loura from Lumentum. Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Ralph is an Accomplished Thought Leader who provides support, guidance and strategy to businesses and boards. Brings the strong combination of IT expertise and business acumen. Deep experience in technology and management at some of the world's most iconic brands Ralph is a Chief Technology Officer - Business leader with significant business transformation and technology enablement experience in driving growth and productivity improvements in both large and mid-sized enterprises. Broad experience across Tech, e-Commerce and CPG business models. Strong record of success in creating robust Technology organizations. Proven ability in adapting/maturing technology organizations to solve business issues while managing costs and risks. --- Send in a voice message: https://anchor.fm/cswamy/message

Netflix hits an all-time high on strong subscriber growth. Bank of America, IBM, Intuitive Surgical, and Procter & Gamble slip on earnings. Intel stays flat despite surprising PC sales. Lumentum joins forces with fellow laser maker Coherent. Google grounds its balloon initiative. And Fiat Chrysler and PSA Group complete their merger and take on a new name: Stellantis. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: McCormick and Schrodinger. Plus, Professor Erin Meyer talks about her best-selling book, No Rules Rules: Netflix and the Culture of Reinvention.

Bank of America wraps up the fiscal year with a mixed quarter. Lumentum makes a $5.7 billion bid for rival laser company Coherent. Jason Moser analyzes those stories, plus we discuss Swedish live casino provider Evolution Gaming and the relative benefits of investing in the QQQE ETF.

Dr John Williams is an engineer at Lumentum where he works on the extreme challenges of sub-millimetre scale photonic circuits. For the purpose of this conversation, however, we will be discussing John’s former role as a design engineer at Reaction Engines, a UK company that is developing the Synergetic Air-Breathing Rocket Engine, also known as SABRE. The vision of SABRE is to build a new hypersonic engine that can operate both as an air-breathing jet engine and as a traditional rocket. This versatility means SABRE can be used as a propulsive platform for future hypersonic aircraft or to propel space planes into orbit. Furthermore, SABRE combines the unique fuel efficiency of a jet engine with the power and high-speed ability of a rocket. Having started at Reaction Engines early on when there were only two people in the design office, and later founding his own design and manufacturing company, John has many years of high-tech experience in the aerospace sector. In this episode of the Aerospace Engineering podcast, John and I talk about: his background as an aerospace engineer the benefits of an air-breathing rocket engine the particular design challenges in realising this type of engine and his lessons learned from high-tech development This episode of the Aerospace Engineering Podcast is brought to you by my patrons on Patreon. Patreon is a way for me to receive regular donations from listeners whenever I release a new episode, and with the help of these generous donors I have been able to pay for much of the expenses, hosting and travels costs that accrue in the production of this podcast. If you would like to support the podcast as a patron, then head over to my Patreon page. There are multiple levels of support, but anything from $1 an episode is highly appreciated. Thank you for your support! Selected Links from the Episode Reaction Engines webpage The SABRE engine: REL, WIRED, Wikipedia Precooler test at Mach 5 The Three Rocketeers BBC documentary Lecture by Alan Bond, co-founder of Reaction Engines Carbon nanotube composites

September 18, 2020 Hello, and welcome to Getting More Done With Evernote, Episode 011. In this episode The Future of Evernote: A Conversation with Ian Small, CEO of Evernote I’m your host, Ray Sidney-Smith, Evernote user since 2009, Evernote Certified Consultant and Evernote Regional Leader for North America. As you can imagine, I love Evernote. And, with Getting More Done With Evernote, I hope to help everyone love Evernote, or at least enjoy digital note-taking, a little more with each episode. My special guest today, in honor of the newly-released Evernote apps for iOS and iPadOS, is Ian Small, CEO of Evernote. About Ian Small Ian Small is CEO at Evernote, the app that launched a personal productivity movement for knowledge workers around the world. Under Ian’s leadership, Evernote has found the courage to get back to basics, launching a new era for the company and building upon a decade of growth. Ian brings more than 25 years of global product, technology, and business leadership experience to his current role. Trained as an engineer, Ian's career has evolved from designing and building user experiences at Apple into product leadership and large-scale business management as CEO of TokBox and global Chief Data Officer for Telefónica SA. In addition to his current role at Evernote, Ian sits on the board of directors for Lumentum and is an advisory board member for Alphabet subsidiary Loon (a graduate of Google’s X Lab). He holds a Master of Science degree in Computer Science, a Bachelor of Applied Science degree in Engineering Science from the University of Toronto, and has earned more than 10 patents. --- This is also a worthwhile read of a recent interview of Ian Small: Evernote’s CEO on the company’s long, tricky journey to fix itself --- That’s all for now. To learn more and follow me @rsidneysmith (Twitter), and please visit gettingmoredonewithevernote.com. I’m Ray Sidney-Smith, Evernote Certified Consultant, for Getting More Done With Evernote. Here’s to your productive life. --- Send in a voice message: https://anchor.fm/gettingmoredone/message

Lumentum Optics Inc. v. Oyster Optics, LLC

Lumentum Optics Inc. v. Oyster Optics, LLC

On our kick-off episode for season two we have a wonderful guest with us today, Ralph Loura. Ralph is the SVP and CIO at Lumentum.  He has over 25 years of experience as an IT leader. Ralph Loura is Lumentum’s Senior Vice President IT and Chief Information Officer. Loura joined Lumentum in October 2018 with a rich history of senior IT leadership where he directed IT organizations executing programs in business intelligence, operations, and customer relationship management. Before Lumentum, Loura has served over 25 years as an IT leader with premier companies in technology and consumer products including Rodan + Fields, Hewlett-Packard (HP) Enterprise Group, Clorox, Symbol Technologies, Cisco, and Lucent TechnologiesWe had a great conversation. Ralph shares a phrase he uses with his team about being a lens and what that means as an IT leader.   He also shares some key things leaders should be doing and the current initiatives his company is trying to tackle.  Show Notes:[00:50] Ralph has served for over 25 years as an IT leader. [02:43] He really feels privileged to have spent time in multiple different roles, different scales, and different industries. [03:29] Be a lens, not a mirror. By that I mean, don’t simply reflect back what the company wants, anyone can do that. You’re not adding a lot of value. [04:44] Being a lens is taking different experiences, focusing on a problem, and bringing a unique perspective instead of simply just echoing back what the business is asking for directly.   [05:32] Many people in IT have great opinions, but they sit quietly because the business is supposed to be in charge.  [06:27] If you want a seat at the table pull up a chair and start contributing. [08:37] All these dramatic changes have happened in IT in a very short amount of time. [09:16] As leaders there are some key things we should be doing.  First, stay really connected with the business.  [11:41] It is really important to understanding your spend management and be really close to the details so you can see opportunities.   [12:01] It is important to understand your people and their capabilities so you can put them in the best place. [14:05] They work hard to ensure they have a culture in IT where they share their challenges early and they are not afraid to ask for help.[16:01] They care a lot and invest a lot in the relationships in their community.  When he connects with his team through one on ones they take time to connect on a personal level. [18:17] Ralph goes through the IT dashboard at least once a month with the CEO so he understands the complexity, volume, and struggles IT is having.  [21:28] If you keep people up to date and bring them along on the way, it is a lot easier than trying to have a crash course in IT in the half-hour you have to try and get them to fund you.  [22:39] One of their big initiatives is a global manufacturing execution platform that builds a consistent set of processes, tools, and data.[23:16] Most manufacturing companies have the perpetual problem of forecast and planning and trying to predict what is going to happen so they can be more efficient in the way they build and respond to it.   [24:37] They are also working on many infrastructure projects around modernizing the way their footprint sets. [24:48] The infrastructure projects are probably technically more complex, but it is usually the easiest one to do.  Anything involving changing peoples’ behavior is the hardest.[26:27] One of the things he started doing 10-15 years ago that he didn’t do at the beginning of his career was to spend more time helping and engaging with others.  [28:15] Ralph shares his best worst boss story.  [30:41] It is often hard to break away from the pull of the past to do something different.  [31:20] Start by looking at the five things that are most important for the future of your company. Then take the best five people you can’t afford to lose and assign them to those five tasks.  Links and Resources:State of the CIO Podcast WebsiteState of the CIO Podcast on Apple PodcastsDan on LinkedInRalph on LinkedInRalph on TwitterWho’s Got Your Back  Escape Velocity

Running an IP Department from Home During Covid-19 with Adam Kubelka Global companies with offices in different parts of the world are in many ways, prepared for the challenges of working from home during Covid-19. They are accustomed to working virtually with foreign inventors and staying connected with global offices. However, the Covid-19 lock-down presents some unique challenges. Sandy Chan of IP Counsel Cafe speaks with Adam Kubelka, Senior Director of IP at Lumentum, a company that designs and manufactures telecommunications equipment. Find out how Adam is managing Lumentum's IP department and IP Portfolio from home during the Covid-19 lock-down.

Disney Plus works its magic. WeWork falls down on the job. Best Buy rewards investors. And Constellation Brands unloads some cheap beer. Analysts Andy Cross, Ron Gross, and Jason Moser discuss some of the year’s top business stories, stock market surprises, underappreciated stories, and dumb investments. We share why Chipotle, Microsoft, and Target each have a claim on having the “Best CEO of 2019”.  Businesses analyzed this week include Amazon, Lumentum, Lyft, Microsoft, Uber, and more. Plus, we revisit our conversation with NYU professor and best-selling author Scott Galloway, who talks about his latest book, The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning.     

Join us for our second CXO of the Future Podcast here at Mayfield with Brian Lillie, BoD at Lumentum and Talend, and Former Chief Product Officer at Equinix, as he discusses his vision of the CXO of the Future.Love the show? Subscribe, rate, review, and share!Here's How »Join The CXO of the Future Community today:mayfield.comMayfield FacebookMayfield LinkedInMayfield Twitter

Ralph Loura is the Chief Technology Officer of Lumentum with a record of driving business outcomes in large and mid-sized enterprises. He is a business leader with significant business transformation and technology enablement experience in driving growth and productivity improvements in both large and mid-sized enterprises. He has broad experience across Tech, e-Commerce and CPG business models. Ralph has a strong record of success in creating robust Technology organizations and has proven ability in adapting/maturing technology organizations to solve business issues while managing costs and risks.

Ryan McQueeney discusses the latest news from the smartphone industry, including worries that Apple’s iPhone X line is underperforming and fresh rumors emerging about Samsung’s foldable touchscreen device. (0:30) - Smartphone Competition: Samsung vs. Apple (2:15) - Lumentum’s Profit Warning and Impact On Apple Inc. (9:00) - Samsung Galaxy F: Foldable Smartphone (15:45) - Episode Roundup: Podcast@Zacks.com Remember to subscribe and leave a rating on Apple Podcasts if you enjoy the show!

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Monday, November 12. All major U.S. stock indexes declined today: The Dow Jones Industrial Average, S&P 500 and NASDAQ dropped 2.3%, 2.0% and 2.8%, respectively. The technology sector’s dramatic slide contributed to Amazon’s more-than 4% fall, even as the company announced its much-anticipated headquarters decision. Meanwhile, Apple dropped 5% after supplier Lumentum Holdings cut its earnings and revenue outlook. Lumentum’s most recent annual report named Apple as its largest customer, with a 30% share of the company’s total revenue.

Así es HEIF, el nuevo formato de imagen en IOS 11. Un nuevo formato que Apple pondré de moda tarde o temprano, un nuevo formato llamado HEIF, ocupa la mitad de peso de nuestra imagen, nos ahorraremos muchísimo espacio de GB en nuestro iPhone, o cualquier dispositivo IOS, en la próxima actualización grande que veremos en setiembre, en la próxima keynote con IOS 11. La cadena de producción de Apple se prepara para el iPhone 8 con 3D: reporte. Broadcom, Lumentum, Finisar y Viavi son proveedoras de sensores 3D y de carga inalámbrica para el iPhone 8, según analistas de Barron's. Hoy ya se conocen algunas anécdotas interesantes de cómo se llevó a cabo el desarrollo del iPhone, y que, tras varios intentos de adaptar el manejo del iPod y su rueda “click wheel” se llevó a adaptando la interfaz de una tableta que Apple estaba por entonces desarrollando (y que sería después el iPad). Sin embargo, si te interesa saber cómo surgió el más icónico de los smartphones actuales, en un reportaje que publica hoy el Wall Street Journal, algunos de los ingenieros y ejecutivos que estuvieron al frente de su creación explican anécdotas muy jugosas de la creación del primer smartphone de Apple. iMazing 2 Dos herramientas que seguro una de ellas te será mas que útil, la primera de la vamos hablar es de iMazing, es una alternativa a iTunes, muchas mas ligera y completa y muchísima mas abierta que la propia iTunes de Apple, tiene una prueba de 7 días que si te gusta puede optar a comprar la versión completa, también tienes para dos ordenadores y el plan familiar obviamente mas cara, cuestion de probarla y decidirse. La segunda es iMazing Mini Es una versión reducida de iMazing pero con potentes herramientas igualmente. iMazing Mini nos permite la gestión de las copias de seguridad por versiones igual que iMazing 2. Se ubica en la barra de menú y de forma inalámbrica podemos tener el control de nuestro dispositivo. Donde también tendremos la opción de hacer copias de seguridad y ver el estado de nuestra batería información del episodio : https://www.applesfera.com/ios/asi-es-heif-el-nuevo-formato-de-imagen-con-el-que-apple-quiere-acabar-con-jpeg https://www.cnet.com/es/noticias/iphone-8-3d-reconocimiento-facial/ https://www.applesfera.com/aplicaciones-os-x-1/imazing-2-e-imazing-mini-asi-es-la-alternativa-a-itunes-para-gestionar-tu-iphone-y-ipad https://okdiario.com/tecnologia/2017/06/26/ex-ejecutivos-apple-revelan-secretos-iphone-54133 https://imazing.com/download https://imazing.com/mini https://beta.apple.com/sp/betaprogram/ http://nokiatech.github.io/heif/comparison.html Redes Sociales : @applelianos @Apple_Coding @chinom @voces_nocturnas @Alamustia @ALGASpain @NASeros @mixtega360 @GeekJoze @arubioc @Aldo_Medina @ElCamelloGeek @AlBordeDeLaCama @gabrielcar23 @david_tejedo @bateria2x100 @CDNantucket @EdgarMUFC @Nachobacter @DamaOscura1888 @Guerrero_1987 Podcasts Del Equipo : Podcast Crónicas De Nantucket Podcast MovimientoGeek Podcast Al Borde De La Cama Podcast Voces Nocturnas Podcast NASeros Podcast Apple Coding Podcast Ahora Que Tengo Un Rato Podcast Reflex Podcast Podcast Bateria 2x100 Grupo Oficial Applelianos Telegram : https://t.me/Applelianos Grupo Kiosko Telegram : https://t.me/joinchat/AAAAAEHI2bsskOcg05jCnA Grupo Oficial NASeros Telegram : https://t.me/NASeros Web de carlos carrion ( chinom ) http://www.ahoraquetengounrato.com http://www.ahoraquetengounrato.es Web Oficial NASeros Canal Oficial De Youtube NASeros EN DIRECTO : http://www.applelianos.com/applelianos-radio/ Cuando acabamos cada episodio, están disponibles en nuestro perfil de SoundCloud ( https://soundcloud.com/applelianos ) y a continuación en vuestros gestores de Podcast.