{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-002866","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2023-02-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.937088+00:00","generated_at":"2026-06-19T20:25:50.110499+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Lumentum Q2 FY2023: revenue $506M flat Q/Q, non-GAAP EPS $1.52 beats guidance","bullets":["Net revenue $506.0M, essentially flat sequentially (-0.2%) and up 13.3% YoY.","GAAP net loss $31.7M ($0.46 loss per share); non-GAAP net income $104.1M ($1.52 EPS above guidance).","GAAP gross margin 32.8%; non-GAAP gross margin 44.9%; operating margins also above guidance.","Optical Comms segment $448.8M (88.7% of rev); Lasers $57.2M, up 7.1% Q/Q and 16.0% YoY.","Cash and short-term investments $1,680.4M, up $55.5M from prior quarter."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-002866","json":"https://secwatch.observer/filing/0001628280-23-002866.json","markdown":"https://secwatch.observer/filing/0001628280-23-002866.md","text":"https://secwatch.observer/filing/0001628280-23-002866.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023002866/0001628280-23-002866-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023002866/lite-20230209.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T20:25:50.110499+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":"7fe464ae81b9de47e6b26539fe5fa2157a7542a4","claim":"Lumentum Holdings Inc. reported fiscal second quarter ended December 31, 2022 results: revenue $506.0 million, net income $31.7 million, or $0.46 loss per diluted share, EPS $0.46 loss per diluted share.","evidence_excerpt":"LUMENTUM ANNOUNCES FISCAL SECOND QUARTER 2023 FINANCIAL RESULTS • Net revenue of $506.0 million • GAAP gross margin of 32.8%; Non-GAAP gross margin of 44.9% • GAAP operating loss of 4.3%; Non-GAAP operating margin of 23.1% • GAAP diluted net loss per share of $0.46; Non-GAAP diluted net income per share of $1.52","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023002866/0001628280-23-002866-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal second quarter ended December 31, 2022"},{"label":"Revenue","value":"$506.0 million"},{"label":"Net income","value":"$31.7 million, or $0.46 loss per diluted share"},{"label":"EPS","value":"$0.46 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"}