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.
10 matches for “Multi-Rail”; 5 quoted, at least 25 words apart.
…to ramp over the coming quarters, including optical circuit switching, co-packaged optics, multi-rail systems, and advanced materials for data center thermal and power management. Along…
…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…
…technology portfolio, differentiated density and power efficiency, strong customer engagement. We expect Multi-Rail to become a meaningful contributor to revenue growth and margin expansion over…
…That's still to come. New product ramps for 1.6T OCS systems, CPO, multi-rail systems, thermal management solutions, all of those new products, those ramps are…
…Maybe as you think about the telecom side of the world and multi-rail and pump lasers and all that's involved there, how do you think…
Where the listed words were said
…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…
…mentioned in the prepared remarks, soon we'll start to see revenue from multi-rail systems. Our technology for multi-rail systems is in the hands of customers…
…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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