COHR
코히어런트
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Coherent
Customers
Competitors
Notes
Coherent (formed via II-VI's 2022 acquisition of legacy Coherent Inc.) is a leading supplier of 800G/1.6T optical transceivers for AI datacenter networking, a key growth driver alongside NVIDIA's GPU buildout. Also supplies EUV pellicles and laser components into semi capex. Faces intense competition in transceivers from Lumentum and Chinese rivals like InnoLight, with margin pressure from vertical integration by hyperscalers.
Coherent filed an 8-K disclosing an officer or director change (Item 5.02) alongside an unspecified material event (Item 8.01). The Item 8.01 catch-all suggests a development outside routine reporting — potentially a strategic announcement, settlement, or operational update — that warrants further review. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the full filing to determine whether the leadership change is at the C-suite level and what the 8.01 event entails, as the combination could carry meaningful signaling for Coherent's datacom/AI-optics business trajectory.
Coherent filed its annual 10-K for the fiscal year ended June 30, 2026, covering full-year financial results, segment performance, and forward-looking disclosures across its compound semiconductor, networking, and laser businesses. Key PM focus areas include revenue trajectory in datacom transceivers (800G/1.6T), silicon carbide EV exposure, and progress on the II-VI/Finisar integration synergies. Full filing body not analyzed; description inferred from form + item codes.
Coherent (COHR) filed an 8-K covering Q4 FY2026 results (fiscal year ends June 30) alongside a Regulation FD disclosure that likely includes management commentary and updated outlook. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for datacom transceiver revenue trends, AI-driven 800G/1.6T demand signals, and any guidance revision on margins or the compound-semiconductor segment.
Coherent filed its 10-Q covering the quarter ended 2026-03-31, which should detail revenue/margin trends across its Networking (datacom transceivers for AI), Materials, and Lasers segments. Full filing body not analyzed; description inferred from form + item codes. PMs should watch AI-related datacom transceiver demand commentary, gross margin trajectory, and any updated FY26 outlook given COHR's leverage to hyperscaler optical buildouts.
Filing combines Item 2.02 earnings results with Item 7.01 Reg FD commentary, suggesting management paired the quarterly print with updated outlook or color on AI/datacom transceiver demand. PMs should watch revenue mix (Networking vs. Lasers vs. Materials), datacom 800G/1.6T traction, and any guidance refresh tied to hyperscaler capex. Full filing body not analyzed; description inferred from form + item codes.
Coherent filed an 8-K under Item 5.02 indicating a change in directors or principal officers. Full filing body not analyzed; description inferred from form + item codes. PM relevance is limited unless the change involves the CEO or CFO, in which case it could signal strategic shifts for the photonics/optical supplier.
8-K combines an unregistered equity sale (Item 3.02) with a Regulation FD disclosure (Item 7.01) that likely contains updated forward guidance or management commentary, plus supporting exhibits. PMs should focus on potential dilution from the equity issuance and any revised outlook on datacom/AI transceiver demand. Full filing body not analyzed; description inferred from form + item codes.
Coherent's fiscal Q2 2026 quarterly report covering the December 2025 quarter, likely detailing datacom transceiver and AI-related laser/optics demand, networking segment momentum, and updated margin/guidance commentary relevant to the AI infrastructure capex cycle. Full filing body not analyzed; description inferred from form + item codes.
8-K bundles Item 2.02 earnings results with Item 7.01 Reg FD commentary, signaling Coherent issued quarterly results alongside forward-looking guidance — material for PMs tracking AI-datacom optical demand, telecom segment recovery, and SiC divestiture progress. Item 9.01 exhibits the press release/financials. Full filing body not analyzed; description inferred from form + item codes.
Filing under Item 8.01 (Other Material Events) with Item 9.01 exhibits suggests Coherent disclosed a discretionary material development outside standard 8-K triggers — potentially a strategic update, capital action, contract, or litigation matter relevant to its datacom transceiver and laser business. Full filing body not analyzed; description inferred from form + item codes. PMs should review exhibits for read-through to AI optical demand and silicon-photonics ramp.
Coherent filed an 8-K under Item 8.01 (Other Material Events), a catch-all used for disclosures that don't fit a specific item — often press releases, strategic updates, litigation developments, or product/customer announcements. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to determine whether it touches the AI optical transceiver / datacom narrative driving the COHR thesis.
Item 5.07 indicates Coherent filed routine annual meeting voting results (director elections, auditor ratification, say-on-pay), with Item 9.01 attaching supporting exhibits. Full filing body not analyzed; description inferred from form + item codes. Typically non-market-moving unless a shareholder proposal failed unexpectedly or say-on-pay drew material dissent.