{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-039896","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2025-08-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.528873+00:00","generated_at":"2026-05-17T14:36:09.449920+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Lumentum Q4 revenue $480.7M beats guidance; non-GAAP EPS $0.88; sees $600M quarterly revenue by June 2026","bullets":["Q4 net revenue $480.7M, up 55.9% YoY; GAAP net income $213.3M ($2.96 EPS); non-GAAP net income $63.3M ($0.88 EPS).","Cloud & Networking revenue $424.1M (88.2% of total), up 66.5% YoY driven by AI data center demand (EML chips, 800G modules).","FY2025 revenue $1.645B, up 21% YoY; GAAP net income $25.9M vs loss $546.5M in FY2024; non-GAAP EPS $2.06.","Management confident in surpassing $600M quarterly revenue by June 2026 or earlier, citing strong AI demand."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-039896","json":"https://secwatch.observer/filing/0001628280-25-039896.json","markdown":"https://secwatch.observer/filing/0001628280-25-039896.md","text":"https://secwatch.observer/filing/0001628280-25-039896.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828025039896/0001628280-25-039896-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828025039896/lite-20250812.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T14:36:09.449920+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"}