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Earnings Call Highlights: Coherent (COHR) | FY26 Q3
Coherent hits its capacity-doubling target ahead of schedule. The 6-inch InP transition is now paying off, fueling 1.6T module and OCS revenue, while CPO developed in deep partnership with NVIDIA starts contributing revenue in late 2026.
2 days ago
OFC 2026 - Scaling the Optical Future: How Optics Defines the Foundation of AI Compute - Coherent
In the AI data center era, optics has moved from supporting role to center stage. Coherent's CTO showed a 150x gain in bandwidth density over 20 years and a far shorter ramp for 1.6T modules, while the CPO-versus-pluggable debate shapes the next decade of compute infrastructure.
2 days ago
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