Coherent (COHR): FY26 Q1 earnings call, Nov 6, 2025

Thu, Nov 6Earnings callSpeaker-labelled transcriptCoherent

No Kalshi or Polymarket word markets were listed for Coherent’s Nov 6, 2025 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “Silicon Photonics”; 5 quoted, at least 25 words apart.

James Andersoncompanyprepared

…types of 1.6T transceivers based on 3 different types of laser sources; silicon photonics, EML and VCSEL. Our 1.6T transceivers based on silicon photonics and…

James Andersoncompanyprepared

…have commenced sampling of our 400-milliwatt CW lasers designed for CPO and silicon photonics applications. We expect to address a broad range of CPO form…

James Andersoncompanyqa

…revenue, it's really a combination of -- we expect a combination of silicon photonics which uses obviously CW lasers, but also EML-based 1.6T transceivers. So…

James Andersoncompanyqa

…of calendar '26. So definitely, the early ramp or the first part of the ramp is driven by a combination of EML and silicon photonics.

James Andersoncompanyqa

…is purely the demand from our customers, right? So if it's more silicon photonics-based transceivers, then we'll allocate more capacity to CW lasers. If it's…

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