---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-272452"
form_type: "8-K"
ticker: "LITE"
cik: "0001633978"
company_name: "Lumentum Holdings Inc."
filed_at: "2023-11-07T23:59:59+00:00"
generated_at: "2026-06-08T15:35:53.811899+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Lumentum completes $750M Cloud Light acquisition; deals expected to be immediately accretive

## Summary
- Transaction value ~$750M, paid in cash from balance sheet plus assumption of unvested Cloud Light options.
- Expected to be immediately accretive to non-GAAP EPS and more than double cloud data center revenue in 12 months.
- Over 90% of Cloud Light's >$200M revenue from 400G+ products; recent quarter >50% from 800G transceivers.
- HSR waiting period expired November 2, 2023; deal closed November 7, 2023.
- Combination expands Lumentum's served addressable opportunity in data center photonics by more than 5x.

## SEC filing metadata
- accession: 0001193125-23-272452
- form_type: 8-K
- ticker: LITE
- cik: 0001633978
- company_name: Lumentum Holdings Inc.
- filed_at: 2023-11-07T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1633978/000119312523272452/0001193125-23-272452-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1633978/000119312523272452/d587006d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-272452
- JSON: https://secwatch.observer/filing/0001193125-23-272452.json
- Plain text: https://secwatch.observer/filing/0001193125-23-272452.txt

## Key facts
- M&A Transactions
  Lumentum Holdings Inc. completed an acquisition involving Cloud Light Technology Limited for approximately $750 million (closed 2023-11-07).
  - Action: acquisition
  - Counterparty: Cloud Light Technology Limited
  - Consideration: approximately $750 million
  - Closing: 2023-11-07
  source text: Intelligence is driving data center compute capacity to its limits.” Under terms of the merger agreement, Lumentum acquired Cloud Light with a transaction value of approximately $750 million, before certain adjustments. The transaction consideration was paid in cash from Lumentum’s balance sheet and the assumption and substitution of outstanding unvested Cloud Light
  evidence_url: https://www.sec.gov/Archives/edgar/data/1633978/000119312523272452/0001193125-23-272452-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.