{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-022709","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2025-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:49.141276+00:00","generated_at":"2026-05-22T12:23:09.388208+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lumentum Q3 FY2025 revenue $425.2M, beats guidance; non-GAAP EPS $0.57","bullets":["GAAP net loss $44.1M ($0.64/share); non-GAAP net income $40.9M ($0.57/share).","Revenue up 16% YoY to $425.2M; Cloud & Networking segment $365.2M (+16.4% YoY).","GAAP gross margin 28.8% (up 1260 bps YoY); non-GAAP gross margin 35.2% (up 650 bps YoY).","Non-GAAP operating margin improved to 10.8% from negative 0.2% in prior year.","CEO Michael Hurlston cites AI-driven cloud demand driving momentum into Q4 and beyond."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-022709","json":"https://secwatch.observer/filing/0001628280-25-022709.json","markdown":"https://secwatch.observer/filing/0001628280-25-022709.md","text":"https://secwatch.observer/filing/0001628280-25-022709.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828025022709/0001628280-25-022709-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828025022709/lite-20250506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T12:23:09.388208+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"}