{"schema_version":"secwatch.filing_event.v1","accession":"0001110803-23-000085","form_type":"8-K","ticker":"ILMN","cik":"0001110803","company_name":"ILLUMINA, INC.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.254679+00:00","generated_at":"2026-06-08T06:04:54.261916+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Illumina Q3 GAAP loss $4.77/sh on $821M GRAIL impairment; cuts FY2023 guidance","bullets":["Revenue $1.12B flat YoY; GAAP diluted loss per share $(4.77) includes $821M GRAIL goodwill impairment.","Non-GAAP diluted EPS $0.33 vs $0.34 YoY; core Illumina revenue guided down 3-4% for FY2023.","Shipped 97 NovaSeq X instruments in Q3; FY2023 placement target raised to 330-340 units.","New CEO Jacob Thaysen started Sept 25; board special committee formed for GRAIL divestiture process.","FY2023 non-GAAP diluted EPS guidance lowered to $0.60-$0.70 from prior $0.75-$0.90 (implied)."],"urls":{"canonical":"https://secwatch.observer/filing/0001110803-23-000085","json":"https://secwatch.observer/filing/0001110803-23-000085.json","markdown":"https://secwatch.observer/filing/0001110803-23-000085.md","text":"https://secwatch.observer/filing/0001110803-23-000085.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1110803/000111080323000085/0001110803-23-000085-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1110803/000111080323000085/ilmn-20231109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T06:04:54.261916+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d21d2aeebb226b736d3a0c2184b2acc20feb9a5a","claim":"ILLUMINA, INC. reported the third quarter ended October 1, 2023 results: revenue $1,119, net income $(754), EPS $0.33. Guidance lowered.","evidence_excerpt":"and drive stronger execution.” Third quarter consolidated results GAAP Non-GAAP (a) Dollars in millions, except per share amounts Q3 2023 Q3 2022 Q3 2023 Q3 2022 Revenue $ 1,119 $ 1,115 $ 1,119 $ 1,115 Gross margin 61.1 % 64.3 % 65.4 % 68.4 % Research and development (“R&D”) expense $ 315 $ 325 $ 312 $ 324 Selling, general and administrative (“SG&A”)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1110803/000111080323000085/0001110803-23-000085-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended October 1, 2023"},{"label":"Revenue","value":"$1,119"},{"label":"Net income","value":"$(754)"},{"label":"EPS","value":"$0.33"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}