{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-24-020640","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2024-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.339450+00:00","generated_at":"2026-06-02T22:09:26.408570+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Lumentum Q3 FY2024 revenue $366.5M; GAAP net loss $1.88/share, non-GAAP EPS $0.29","bullets":["Net revenue $366.5M for Q3 FY2024 ended March 30, flat Q/Q, down 4.4% YoY from $383.4M.","GAAP net loss $127.0M ($1.88 per share); Non-GAAP net income $19.6M ($0.29 per share).","Cloud & Networking segment revenue $313.8M (85.6% of total), up 9.5% Q/Q and 7.1% YoY; Industrial Tech $52.7M, down 34.2% Q/Q and 41.7% YoY.","Cash and investments $870.9M, down $353.1M sequentially after repaying $323.1M convertible notes due 2024.","CEO notes AI-driven cloud demand surge; warns telecom inventory headwinds will persist for next few quarters."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-24-020640","json":"https://secwatch.observer/filing/0001628280-24-020640.json","markdown":"https://secwatch.observer/filing/0001628280-24-020640.md","text":"https://secwatch.observer/filing/0001628280-24-020640.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828024020640/0001628280-24-020640-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828024020640/lite-20240506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T22:09:26.408570+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":"bbcee97fbf9bc17c15791a547ecca11f62da0fc2","claim":"Lumentum Holdings Inc. reported fiscal third quarter ended March 30, 2024 results: revenue $366.5 million, net income GAAP net loss of $127.0 million, EPS $1.88 per diluted share.","evidence_excerpt":"Net revenue for the fiscal third quarter of 2024 was $366.5 million, with GAAP net loss of $127.0 million, or $1.88 per diluted share.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1633978/000162828024020640/0001628280-24-020640-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ended March 30, 2024"},{"label":"Revenue","value":"$366.5 million"},{"label":"Net income","value":"GAAP net loss of $127.0 million"},{"label":"EPS","value":"$1.88 per diluted share"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}