{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-010935","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2023-04-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.753458+00:00","generated_at":"2026-06-17T05:10:22.605808+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lumentum cuts Q3 revenue guidance to $380-384M; expands buyback to $1.2B","bullets":["Preliminary Q3 rev. ~$380-384M vs prior guidance $430-460M; customer >10% of Q2 rev. suspended shipments.","CEO: customer shortfall primary reason; expects similar Q4 shipments to that customer.","Board increased share repurchase authorization to $1.2B total, extended through May 2025.","As of Apr 1, repurchased $615.5M (7.4M shares) under previous $1B program.","Fiscal Q3 earnings conference call set for May 9, 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-010935","json":"https://secwatch.observer/filing/0001628280-23-010935.json","markdown":"https://secwatch.observer/filing/0001628280-23-010935.md","text":"https://secwatch.observer/filing/0001628280-23-010935.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023010935/0001628280-23-010935-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023010935/lite-20230405.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T05:10:22.605808+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":"ae485293f63e50984d91533eab2d076e5d6aaac8","claim":"Lumentum Holdings Inc. updated its fiscal third quarter ended April 1, 2023 guidance (lowered).","evidence_excerpt":"On April 5, 2023, Lumentum Holdings Inc. (the “Company”) issued a press release announcing selected preliminary financial results for its fiscal third quarter ended April 1, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023010935/0001628280-23-010935-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ended April 1, 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}