{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-24-046302","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2024-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:09.048361+00:00","generated_at":"2026-05-30T03:36:03.507145+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Lumentum Q1 FY2025 revenue $336.9M beats guidance; Non-GAAP EPS $0.18; record datacom orders","bullets":["Net revenue $336.9M (+9.3% QoQ, +6.1% YoY); GAAP EPS -$1.21, Non-GAAP EPS $0.18 beating guidance.","Cloud & Networking revenue $282.3M (+22.9% YoY); record datacom laser chip orders including 200G EML for AI.","Secured additional hyperscale transceiver customer; initial volume orders expected to ship in H1 2025.","Cash & investments $916.1M (+$29.1M QoQ); Non-GAAP gross margin 32.8%, operating margin 3.0%.","Management guides for double-digit sequential revenue growth in fiscal Q2 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-24-046302","json":"https://secwatch.observer/filing/0001628280-24-046302.json","markdown":"https://secwatch.observer/filing/0001628280-24-046302.md","text":"https://secwatch.observer/filing/0001628280-24-046302.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828024046302/0001628280-24-046302-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828024046302/lite-20241107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T03:36:03.507145+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}