{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-22-028758","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2022-11-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.509648+00:00","generated_at":"2026-06-22T03:46:15.433323+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lumentum Q1 FY2023 rev $506.8M, GAAP EPS -$0.01, Non-GAAP $1.69; warns on supply","bullets":["Revenue $506.8M, up 20.1% QoQ and 13.0% YoY; GAAP net loss $0.4M vs prior year net income $81.5M.","Non-GAAP diluted EPS $1.69 at high end of guidance; GAAP diluted EPS -$0.01.","Optical Communications segment $453.4M (89.5% of rev), Lasers $53.4M.","Closed acquisitions of NeoPhotonics and IPG Photonics telecom lines for $990.3M aggregate.","CEO cites IC component shortages into FY2024; near-term Datacom and 3D sensing outlook lower."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-22-028758","json":"https://secwatch.observer/filing/0001628280-22-028758.json","markdown":"https://secwatch.observer/filing/0001628280-22-028758.md","text":"https://secwatch.observer/filing/0001628280-22-028758.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022028758/0001628280-22-028758-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022028758/lite-20221108.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T03:46:15.433323+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":"6898f6107dfadf70763a91a543ef1b0b6b57d1d7","claim":"Lumentum Holdings Inc. reported fiscal first quarter ended October 1, 2022 results: revenue $506.8 million, net income GAAP net loss of $0.4 million, or $0.01 loss per diluted share, EPS $0.01 loss per diluted share.","evidence_excerpt":"set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES FISCAL FIRST QUARTER 2023 FINANCIAL RESULTS • Net revenue of $506.8 million • GAAP gross margin of 39.7%; Non-GAAP gross margin of 48.2% • GAAP operating margin of 2.7%; Non-GAAP operating margin of 27.1% • GAAP diluted net loss per share of $0.01;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1633978/000162828022028758/0001628280-22-028758-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal first quarter ended October 1, 2022"},{"label":"Revenue","value":"$506.8 million"},{"label":"Net income","value":"GAAP net loss of $0.4 million, or $0.01 loss per diluted share"},{"label":"EPS","value":"$0.01 loss per diluted share"},{"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"}