{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-22-012145","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2022-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:04:01.569732+00:00","generated_at":"2026-06-26T00:45:31.598847+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 Q3 FY2022 revenue $395.4M, GAAP EPS $0.35; issues optimistic Q4 guidance","bullets":["Revenue $395.4M, down 11.5% Q/Q and 5.7% Y/Y; GAAP EPS $0.35, non-GAAP EPS $1.19.","GAAP gross margin 42.3%, down 420bps Q/Q and 180bps Y/Y; non-GAAP gross margin 49.5%.","Optical Communications revenue $344.2M (-13.4% Q/Q); Lasers revenue $51.2M (+62% Y/Y).","Issued $861M of 0.50% Convertible Notes due 2028; used $200M to repurchase 2.0M shares.","CEO expects demand to outpace supply by >$100M in Q4; Q4 revenue to increase; double-digit growth in FY2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-22-012145","json":"https://secwatch.observer/filing/0001628280-22-012145.json","markdown":"https://secwatch.observer/filing/0001628280-22-012145.md","text":"https://secwatch.observer/filing/0001628280-22-012145.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022012145/0001628280-22-012145-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022012145/lite-20220504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-26T00:45:31.598847+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"}