U.S. export rules forced the company to cease all sales to Huawei, historically its largest networking customer in China, starting in calendar year 2024. This creates a significant revenue gap and pressure to find new customers and markets to offset the loss.
Filing excerpt
As a result, we stopped all of our product shipments to Huawei, historically our largest networking customer in China, in the beginning of calendar year 2024.
What this signalsFilings often name leadership changes, deals and spending plans.
Regions named
sec-10ksupplyChainDisruptionGet every 10-K signal for Lumentum and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/c3730a60-1d05-4090-88d9-2947866d55cf returns this record as JSON. POST /v1/companies/enrich returns every signal for lumentum.com.
{
"signal_id": "c3730a60-1d05-4090-88d9-2947866d55cf",
"signal_type": "sec-10k",
"signal_subtype": "supplyChainDisruption",
"detected_at": "2026-08-18T07:04:29.56+00:00",
"company": {
"name": "Lumentum",
"domain": "lumentum.com"
},
"data": {
"detail": "U.S. export rules forced the company to cease all sales to Huawei, historically its largest networking customer in China, starting in calendar year 2024. This creates a significant revenue gap and pressure to find new customers and markets to offset the loss.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Ceased all product shipments to top customer Huawei in early 2024 due to U.S. export restrictions.",
"excerpts": "As a result, we stopped all of our product shipments to Huawei, historically our largest networking customer in China, in the beginning of calendar year 2024.",
"relevance": 1,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026057358/lite-20260627.htm",
"filing_date": "2026-08-17",
"filing_year": 2026,
"fiscal_year_end": "06/27",
"sales_relevance": "Supply chain tools urgently needed",
"signal_category": "operations",
"regions_mentioned": [
"China",
"U.S."
]
}
}
curl https://signals.autobound.ai/v1/signals/c3730a60-1d05-4090-88d9-2947866d55cf \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"lumentum.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.