The company relies on a limited number of specialized, sole-source suppliers, making it vulnerable to price hikes, shortages, and geopolitical actions like China's export controls on critical minerals which have already adversely affected operations.
Filing excerpt
We purchase raw materials, packages and components from a limited number of suppliers, who are often small and specialized. Additionally, some of our suppliers are our sole sources for certain materials, equipment and components.
What this signalsFilings often name leadership changes, deals and spending plans.
Regions named
sec-10ksupplierConcentrationGet 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/50b0e000-2f48-4ee3-9522-2382d881eb89 returns this record as JSON. POST /v1/companies/enrich returns every signal for lumentum.com.
{
"signal_id": "50b0e000-2f48-4ee3-9522-2382d881eb89",
"signal_type": "sec-10k",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-08-18T07:04:46.822+00:00",
"company": {
"name": "Lumentum",
"domain": "lumentum.com"
},
"data": {
"detail": "The company relies on a limited number of specialized, sole-source suppliers, making it vulnerable to price hikes, shortages, and geopolitical actions like China's export controls on critical minerals which have already adversely affected operations.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Facing supply disruptions and cost increases due to sole-source supplier dependency",
"excerpts": "We purchase raw materials, packages and components from a limited number of suppliers, who are often small and specialized. Additionally, some of our suppliers are our sole sources for certain materials, equipment and components.",
"relevance": 0.8,
"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": "Risk management needed",
"signal_category": "market",
"regions_mentioned": [
"China",
"Japan"
]
}
}
curl https://signals.autobound.ai/v1/signals/50b0e000-2f48-4ee3-9522-2382d881eb89 \
-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.