COHR — Coherent Corp

Coherent Corp: what they do, key numbers, and conditions we are monitoring.

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COHR — Coherent Corp

Optical Components for AI Networking   • Monitoring

What They Do

Coherent manufactures optical components for AI data center networking including transceivers, laser chips, and indium phosphide materials. The company is a primary supplier of 800G and 1.6T optical components as AI clusters scale beyond single-rack distances.

Key Numbers
Key Products800G/1.6T optical transceivers
Growth DriverAI cluster optical interconnect demand
Next EarningsMay 2026 (est.)
What We’re Watching
  • Optical transceiver revenue growth as AI clusters scale
  • Indium phosphide manufacturing capacity
  • 1.6T transition pace and competitive positioning

Sources: Coherent 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (COHR)

Last Updated: April 17, 2026

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