Coherent (COHR): FY26 Q2 earnings call, Feb 4, 2026

No Kalshi or Polymarket word markets were listed for Coherent’s Feb 4, 2026 earnings call (FY26 Q2). 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.

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

James Andersoncompanyprepared

…with the early phase of the ramp driven by our EML and silicon photonics-based transceivers, followed by our 200 gig VCSEL-based 1.6 T ramping in…

James Andersoncompanyqa

…is driven by both EML-based transceivers for 1.6 T as well as silicon photonics. But we expect VCSEL-based 1.6 T transceivers to start to ramp…

Michael Manianalystqa

…right now, but between two, do you see a significant shift between silicon photonics and EML? In terms of what that mix looks like for…

James Andersoncompanyqa

On the first part on EML versus silicon photonics, since we have both products and we're ramping both products, it's really up to the customer…

James Andersoncompanyqa

…very well positioned competitively on both an EML-based 1.6 T transceiver and silicon photonics. And then the second part of the question is, you know,…

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