{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-016629","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2023-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.753683+00:00","generated_at":"2026-06-15T09:16:47.744274+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 Q3 FY2023 net revenue $383.4M, GAAP loss $0.57/share, non-GAAP EPS $0.75, down 24% QoQ","bullets":["Net revenue $383.4M, down 24.2% QoQ and 3% YoY; GAAP net loss $39.3M ($0.57 loss per share).","Non-GAAP net income $51.8M ($0.75 per share) vs $104.1M ($1.52) in Q2 and $88.9M ($1.19) a year ago.","Optical Comm revenue $335.1M (87.4% of total), down 25.3% QoQ; Lasers $48.3M, down 15.6% QoQ.","GAAP gross margin 29.2%, non-GAAP 40.8%; GAAP operating loss margin 13.4%, non-GAAP operating margin 13.4%.","Cash $1,667.2M, down $13.2M from Q2; CEO: customer inventory digestion, under-shipping demand, focused on cost controls."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-016629","json":"https://secwatch.observer/filing/0001628280-23-016629.json","markdown":"https://secwatch.observer/filing/0001628280-23-016629.md","text":"https://secwatch.observer/filing/0001628280-23-016629.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023016629/0001628280-23-016629-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023016629/lite-20230509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T09:16:47.744274+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":"c6dad32588d6b6e2aba4ac1cdf7cb4531db993dd","claim":"Lumentum Holdings Inc. reported fiscal third quarter ended April 1, 2023 results: revenue $383.4 million, net income $0.57 loss per diluted share.","evidence_excerpt":"LUMENTUM ANNOUNCES FISCAL THIRD QUARTER 2023 FINANCIAL RESULTS • Net revenue of $383.4 million • GAAP gross margin of 29.2%; Non-GAAP gross margin of 40.8% • GAAP operating loss of 13.4%; Non-GAAP operating margin of 13.4% • GAAP diluted net loss per share of $0.57; Non-GAAP diluted net income per share of $0.75","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1633978/000162828023016629/0001628280-23-016629-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ended April 1, 2023"},{"label":"Revenue","value":"$383.4 million"},{"label":"Net income","value":"$0.57 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"}