{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-055726","form_type":"8-K","ticker":"LITE","cik":"0001633978","company_name":"Lumentum Holdings Inc.","filed_at":"2026-08-11T20:24:11+00:00","discovered_at":"2026-08-11T20:25:12.514585+00:00","generated_at":"2026-08-11T20:25:24.104487+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 Q4 revenue $1.01B (+109% YoY); Q1 FY27 guide midpoint $1.25B on AI demand","bullets":["Q4 FY26 net revenue $1.006B, up 24.5% QoQ and 109.3% YoY; non-GAAP EPS $3.23 vs $0.88 a year ago.","GAAP net loss $7.2B ($84.65/share) driven by one-time $7.8B non-cash loss on convertible notes equitization.","FY26 revenue $3.014B, up 83.2% YoY; non-GAAP EPS $8.67 vs $2.06 in FY25.","Q1 FY27 guidance: revenue $1.225-1.275B, non-GAAP op margin 39.5-40.5%, non-GAAP EPS $4.05-4.35.","CEO cites AI demand, 1.6T cloud module adoption, CPO lasers and ELS orders; TAM expansion cited."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-055726","json":"https://secwatch.observer/filing/0001628280-26-055726.json","markdown":"https://secwatch.observer/filing/0001628280-26-055726.md","text":"https://secwatch.observer/filing/0001628280-26-055726.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/0001628280-26-055726-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite-20260811.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-11T20:25:24.104487+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"}