[8-K] Luminar Technologies, Inc. Reports Material Event

Rhea-AI Filing Summary

Seagate Technology Holdings plc filed a Form 8-K dated 29 Jul 2025 to furnish its fiscal fourth-quarter and full-year 2025 results. The actual financial metrics are contained in the accompanying press release (Exhibit 99.1) and a separate Supplemental Financial Information deck posted on the Investor Relations site.

The Board declared a $0.72 per-share quarterly cash dividend, payable 9 Oct 2025 to shareholders of record on 30 Sep 2025. Management will host a webcast on 29 Jul 2025 at 2 p.m. PT / 5 p.m. ET to discuss the results and provide an outlook for fiscal 1Q 2026; a replay will remain available for approximately one year.

Items 2.02 and 7.01 are furnished—not filed—so the information is not subject to Exchange Act Section 18 liability. No other material events were disclosed.

Positive

• $0.72 quarterly dividend declared, signaling continued shareholder cash returns
• Earnings press release and supplemental deck promptly furnished, supporting transparency and timely disclosure
• Webcast with FY26 Q1 outlook provides investors additional guidance and access to management insights

Negative

• None.

Insights

Financial Analyst

TL;DR — Routine 8-K highlights dividend and furnishes results; no hard numbers disclosed.

The filing is largely procedural, signaling timely disclosure of Q4/FY25 earnings via an attached press release that investors must review separately for metrics. The continued $0.72 dividend indicates stable capital-return policy and may reassure income-oriented holders. Because the webcast will supply FY26 Q1 guidance, near-term share reaction will hinge on management commentary rather than this 8-K itself. With no financial figures or unexpected items included, the impact is neutral.

Income-Focused Portfolio Manager

TL;DR — Dividend maintained; nothing suggests change to payout trajectory.

The reaffirmed $0.72 quarterly dividend, payable in October, underscores Seagate’s commitment to cash returns despite cyclical storage demand. Absent payout increases, the announcement is steady but not accretive. Investors should watch the upcoming webcast for commentary on free-cash-flow coverage and capital-allocation priorities. Overall, disclosure neither improves nor worsens the investment thesis.

Luminar Technologies, Inc./DE0001758057false00017580572025-07-292025-07-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 29, 2025

LUMINAR TECHNOLOGIES, INC.

(Exact name of registrant as specified in its charter)

Delaware

001-38791

83-1804317

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

2603 Discovery Drive, Suite 100

Orlando, Florida 32826

(Address of principal executive offices, including zip code)

Registrant’s telephone number, including area code: (800) 532-2417

N/A

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol

Name of each exchange on which registered

Class A Common Stock, par value of $0.0001 per share

LAZR

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01.    Other events.

On July 29, 2025, Luminar Technologies, Inc. (the “Company”) entered into a subscription agreement with an affiliate of TPK Holding Co., Ltd. (the “Vendor”) pursuant to which the Company issued to an affiliate of the Vendor 1,600,000 shares of Class A common stock of the Company (the “Shares”), in payment for services rendered or to be rendered under a contractual arrangement with the Vendor.

The offering of the Shares issued pursuant to the subscription agreement was registered pursuant to the Company’s shelf registration statement on Form S-3 (File No. 333-279118), which was filed with the Securities and Exchange Commission (the “SEC”) on April 1, 2025, and which was declared effective by the SEC on April 4, 2025.

A copy of the legal opinion of Orrick, Herrington & Sutcliffe LLP, relating to the validity of the Shares is filed with this Current Report on Form 8-K as Exhibit 5.1.

Item 9.01    Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number						Description
5.1						Opinion of Orrick, Herrington & Sutcliffe LLP.
23.1						Consent of Orrick, Herrington & Sutcliffe LLP (included in Exhibit 5.1).
99.1						Form of Subscription Agreement (incorporated by reference to Exhibit 1.2 to the Company’s Registration Statement on Form S-3, filed with the Securities and Commission on January 20, 2022).
104						Cover page interactive data file formatted in Inline XBRL.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			Luminar Technologies, Inc.
Date: July 29, 2025			By:			/s/ Thomas J. Fennimore
			Name:			Thomas J. Fennimore
			Title:			Chief Financial Officer

FAQ

What dividend did Seagate (STX) declare in the July 29 2025 8-K?

The Board declared a $0.72 cash dividend per ordinary share.

When is the Seagate dividend record and payment date?

Record date: 30 Sep 2025; payment date: 9 Oct 2025.

Why did Seagate file this Form 8-K?

To furnish fiscal Q4 & FY25 results via a press release and announce the quarterly dividend.

Where can investors find the detailed financial tables for FY25?

Full details are in the press release (Exhibit 99.1) and the Supplemental Financial Information posted on investors.seagate.com.

When and how can I access Seagate’s webcast for the FY25 results?

The webcast starts 29 Jul 2025 at 2 p.m. PT and is accessible, with replay, on the Investor Relations website.