{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-21-021618","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2021-11-04T23:59:59+00:00","discovered_at":"2026-05-14T18:04:13.409706+00:00","generated_at":"2026-06-28T13:04:10.171828+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lumentum beats Q1 guidance; GAAP EPS $1.08, non-GAAP EPS $1.79 on revenue $448.4M","bullets":["Net revenue $448.4M, up 14.4% QoQ but down 0.9% YoY; GAAP gross margin 51.8% vs 41.5% prior Q.","GAAP operating margin 25.8% (up from 11.7% prior Q); non-GAAP operating margin 35.4% (up from 24.6%).","Optical Communications segment revenue $406.0M (90.5% of total); Commercial Lasers $42.4M (+77.4% YoY).","Cash and short-term investments $1,884.6M, down $61.4M from prior quarter.","CEO cites strong demand but warns supply gap to widen in Q2; guidance implies larger gap."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-21-021618","json":"https://secwatch.observer/filing/0001628280-21-021618.json","markdown":"https://secwatch.observer/filing/0001628280-21-021618.md","text":"https://secwatch.observer/filing/0001628280-21-021618.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828021021618/0001628280-21-021618-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828021021618/lite-20211104.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-28T13:04:10.171828+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}