{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-22-001736","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2022-02-03T23:59:59+00:00","discovered_at":"2026-05-14T18:04:07.479876+00:00","generated_at":"2026-06-27T11:44:29.898581+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Lumentum Q2 FY2022 revenue $446.7M down 6.7% YoY; supply shortages hurt Q3 guidance by >$65M","bullets":["GAAP diluted EPS $0.75; Non-GAAP diluted EPS $1.60 vs $1.79 Q1 and $1.85 year ago.","Revenue $446.7M, down 0.4% Q/Q and 6.7% Y/Y; Optical Communications segment $397.4M (-11.5% Y/Y).","Lasers segment revenue $49.3M, up 66% Y/Y, driven by strong demand across product lines.","CEO: Q3 revenue guidance impacted by >$65M in supply shortages; expects Q4 sequential improvement.","Cash and short-term investments $2.02B; operating cash flow $206.5M; share repurchases $29.9M in Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-22-001736","json":"https://secwatch.observer/filing/0001628280-22-001736.json","markdown":"https://secwatch.observer/filing/0001628280-22-001736.md","text":"https://secwatch.observer/filing/0001628280-22-001736.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022001736/0001628280-22-001736-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022001736/lite-20220203.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-27T11:44:29.898581+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"}