Coherent (COHR): FY26 Q4 earnings call, Aug 12, 2026
On its Aug 12, 2026 earnings call (FY26 Q4), Coherent said 7 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
14 words · 7 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Indium Phosphide | Yes | 20 | 20 | ✓ | 95%transcripts from the transcript model | Hear it 3:39, Indium Phosphide | – |
| Multi-Rail | Yes | 8 | 10 | ✓ | 75%transcripts from the transcript model | Hear it 3:53, Multi-Rail | – |
| Sherman | Yes | 2 | 2 | ✓ | 79%transcripts from the transcript model | Hear it 32:07, Sherman | – |
| Thermadite | Yes | 2 | 2 | ✓ | 50%transcripts from the transcript model | Hear it 11:46, Thermadite | – |
| Thermal Management | Yes | 2 | 2 | ✓ | 29%transcripts from the transcript model | Hear it 17:14, Thermal Management | – |
| Nvidia | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | Hear it 7:42, Nvidia | – |
| Zurich | Yes | 1 | 1 | ✓ | 39%transcripts from the transcript model | Hear it 7:26, Zurich | – |
| Silicon Photonics | No | 0 | 0 | ✓ | 84%transcripts from the transcript model | – | |
| Apple | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – | |
| Liquid Crystal | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – | |
| Optical Circuit Switch | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – | |
| American Manufacturing | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – | |
| CHIPS Act | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| China / Chinese | No | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
20 matches for “Indium Phosphide”; 5 quoted, at least 25 words apart.
…of critical components is increasing, including the planned doubling of our internal indium phosphide output year-over-year by the end of the current quarter. Third, multiple…
…growth in fiscal Q2, consistent with our planned production ramp. Our six-inch indium phosphide capacity expansion is a key driver of revenue growth and margin…
…further ahead, we remain on track to more than double our internal indium phosphide output capacity again by the end of calendar 2027. We have…
…costs, improved manufacturing yields and efficiencies, including continued progress on our six-inch indium phosphide platform, as well as benefits from our pricing optimization efforts. We…
…would say I am quite pleased with the progress on our 6-inch indium phosphide ramp. I think the team is doing just an outstanding job…
Where the listed words were said
I look at, well, how many indium phosphide lasers did we produce in our June quarter on a year-over-year basis? We produced about 80% more…
…ZR+ transceivers, as well as pump lasers and complex high-end optical subsystems. Multi-Rail is an important new growth opportunity in our communications business, addressing scale-across…
…is really a strategic advantage for us. Just one example is that Sherman, Texas facility. We are making very critical components in Sherman, Texas for…
One example is data center XPU cooling, where our proprietary Thermadite material can improve thermal performance and enable higher XPU performance, which can translate into…
…the strongest long-term growth opportunities, including transceivers, CPO, OCS systems, and thermal management solutions. We continue to prioritize investments that address customer demand while…
…our ultra-high-power CW laser for CPO solutions, including those covered by our Nvidia partnership, with revenue expected to begin ramping in fiscal Q2. Turning to…
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