Reported Earnings • May 07
Third quarter 2026 earnings released: EPS: US$1.01 (vs US$0.11 loss in 3Q 2025) Third quarter 2026 results: EPS: US$1.01 (up from US$0.11 loss in 3Q 2025). Revenue: US$1.81b (up 21% from 3Q 2025). Net income: US$191.4m (up US$208.4m from 3Q 2025). Profit margin: 11% (up from net loss in 3Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Electronic industry. Announcement • Apr 22
Coherent Corp. to Report Q3, 2026 Results on May 06, 2026 Coherent Corp. announced that they will report Q3, 2026 results After-Market on May 06, 2026 Announcement • Apr 10
Coherent Corp. Advances Silicon Carbide Epitaxy Capabilities for High-Voltage Power Devices Coherent Corp. announced advancements in its silicon carbide (SiC) epitaxy capabilities, enabling power devices up to 10kV for next-generation AI datacenter and industrial power applications. As industrial electrification accelerates, demand is rising for more efficient, higher-voltage power systems across renewable energy, rail, fast-charging infrastructure, and grid infrastructure. Meanwhile, the growth of AI workloads is driving the need for ultra-efficient, high-power-density architectures in datacenters, where every gain in conversion efficiency reduces energy consumption and operating cost. Coherent’s latest 150mm and 200mm thick epitaxy platforms support device architectures up to 10kV in production. These platforms have demonstrated capability extending even beyond 10kV, enabling improved performance in demanding operating environments. These advancements allow customers to develop more compact, energy-efficient power conversion systems for both multi-megawatt datacenters as well as industrial infrastructure, while meeting the reliability requirements of large-scale deployments. Coherent continues to expand its silicon carbide technology portfolio, from substrates to advanced epitaxy, to support customers across industrial, automotive, and energy markets, including the rapidly growing segment of high-efficiency datacenter power systems, reinforcing its leadership in wide-bandgap semiconductor materials. Announcement • Mar 23
Tower Semiconductor Ltd and Coherent Corp Demonstrate 400Gbps/Lane Data Transmission with A Silicon Modulator in A Production-Ready Sipho Process Tower Semiconductor Ltd. and Coherent Corp. announced a breakthrough demonstration of 400 Gbps/lane data transmission using a silicon modulator built in a production-ready silicon photonics (SiPho) process. This achievement targets next-generation 3.2T optical transceivers and extends the capabilities of silicon for pluggable transceivers and Co-Packaged Optics (CPO) in datacenter connections. Details of the modulator were presented last week at OFC. The demonstration showed a clear open eye at 420 Gb/s PAM4, and utilized Coherent's InP CW high power laser. The performance milestone was enabled by the strong collaboration between Coherent's advanced design expertise and Tower Semiconductor's industry-leading SiPho platform. The Optical transceiver market continues to outpace prior projections and next-generation bandwidth is required to continue the exponential growth in AI infrastructure. For additional information about Tower Semiconductor's SiPho technology platform, visit here. Announcement • Mar 21
Coherent Corp.(NYSE:COHR) dropped from Russell Small Cap Comp Value Index Coherent Corp.(NYSE:COHR) dropped from Russell Small Cap Comp Value Index Announcement • Mar 18
Coherent Corp. Demonstrates InP Technology Innovation With a Broad Range of Products Coherent Corp. announced that it will highlight the breadth and scalability of its Indium Phosphide (InP) innovations at OFC 2026, showcasing a broad comprehensive portfolio of lasers, modulators, photodiodes, and subsystems that power next-generation datacenter architectures. Coherent’s expanding InP-based portfolio includes a 400mW high-power CW laser for co-packaged optics (CPO) and silicon photonics pluggables; 200G EML solutions for 1.6T transceivers; differential EMLs (D-EML) enabling 400G/lane performance for emerging pluggables at 3.2T and beyond; high-speed 200G and 400G photodiodes; and scale-across transmission innovations such as the nano-Integrated Tunable Laser Assemblies (nITLA), 800G and 1.6T IQ modulators, and other optical sub-assemblies. Together, these technologies form an industry-leading comprehensive InP-enabled solution set spanning scale out, scale up as well as scale-across applications, with co-packaged optics (CPO), pluggable transceivers, and optical transport solutions. Coherent’s InP-enabled technologies will be demonstrated at OFC 2026 at Booth 1401. Announcement • Mar 13
Coherent Corp Announces Advancements In Scale-Across Portfolio With Multi-Rail Optical Transport Platform And DCI Transceivers Coherent Corp. announced advancements in its scale-across portfolio, including its multi-rail optical transport platform combined with its Datacenter Interconnect (DCI) transceivers. These innovations address the accelerating bandwidth and efficiency requirements demanded by artificial intelligence (AI) network expansion. Coherent has significantly enhanced its compact multi-rail platform for improved efficiency in transport equipment, enabling four C+L band transport rails within a single 1RU in-line amplifier (ILA) card. This resource pooling innovation results in unprecedented system power efficiency and significantly higher transport capacity in the same system footprint. This advancement is underpinned by several of Coherent’s proprietary and award-winning optical building blocks, including high-power multi-port 980nm pump lasers, octal dynamic gain equalizers (DGE), compact multi-port Optical Time Domain Reflectometers (OTDR), multi-port C+L Optical Channel Monitors (OCM), and ultra-high performance multi-port OCMs. These technologies leverage the company’s unique, broad, and deep vertical technology stack, ranging from advanced materials such as garnet, optics, and specialty fiber to components and subsystems. Coherent’s DCI transceiver portfolio spans 100G, 400G, and 800G solutions currently in production, supporting hyperscale and carrier-class interconnect applications. The portfolio includes recently qualified 100G-ZR bi-directional (BiDi) modules designed to maximize existing fiber infrastructure utilization while enabling efficient metro and regional connectivity. Coherent is also expanding production of its new nano-Integrated Tunable Laser Assembly (nano-ITLA), which delivers extremely high optical output power with a narrow linewidth. Together, these solutions provide scalable, high-performance interconnect capabilities optimized for AI cluster scale-across and DCI architectures. A live demonstration of the multi-rail technology with the 800G-ZR DCI transceivers will take place at OFC 2026. Attendees are invited to visit Coherent at Booth 1401 to learn more about the company’s comprehensive portfolio of optical transport solutions powering AI-driven network infrastructure. Announcement • Mar 10
Coherent Corp. Announces New Uncooled 980nm Micro-Pump Lasers Coherent Corp. announced new single- and dual-chip uncooled 980nm micro-pump lasers delivering up to 700mW per fiber output in a compact 3-pin module package. Designed to support next-generation coherent transmission systems and to enable ultra-high-density multi-rail optical amplifiers, the new devices deliver higher output power, greater efficiency, and enhanced design flexibility in space-constrained environments - critical enablers for efficient scale-across networks. As optical networks scale to meet the growing demands of AI, cloud infrastructure, and high-capacity transport, amplifier architectures must provide higher output power without increasing footprint or energy consumption. Coherent’s latest uncooled single-mode micro-pump lasers deliver up to 700mW output with less than 3W of power consumption per fiber, operating reliably across a wide temperature range from -20°C to 85°C. By eliminating the need for active cooling while maintaining high performance and thermal stability, these new micro-pumps enable customers to design denser, more energy-efficient amplifier solutions - foundational building blocks for scale-across optical systems. Samples of the new devices are available now, with volume production expected to begin in calendar Second Quarter 2026. Attendees of OFC 2026 are invited to visit Coherent at Booth 1401 to learn more about these high-power uncooled pump lasers and the company’s comprehensive optical component portfolio. Announcement • Mar 07
Coherent Corp. Announces General Availability of Dual-Laser Qsfp28-Dco Module for Single Fiber Transmission Coherent Corp. announced the general availability of the industry’s first dual-laser QSFP28-DCO module designed to enable bi-directional 100G coherent transmission over a single working fiber. The new module allows network operators to deploy bi-directional 100G coherent links over a single fiber, an essential capability for routes where fiber availability is limited or costly to expand. By enabling multiple 100G services on existing infrastructure, customers can significantly increase network capacity, extend reach up to 300km, and achieve up to a 10x capacity upgrade compared to legacy 10G bi-directional links. The solution allows service providers to maximize fiber plant utilization while maintaining operational simplicity and compatibility with deployed equipment. The dual-laser QSFP28-DCO is generally available beginning in March 2026. The solution leverages the same proven technology platform used in Coherent’s single-laser QSFP28-DCO modules, which have been successfully deployed worldwide for the past two years. Announcement • Mar 06
Coherent Corp. Introduces Thermadite Liquid Cold Plates for High-Power Compute Applications Coherent Corp. announced the launch of Thermadite 800 Liquid Cold Plates (LCP) for next-generation AI accelerator cooling. Thermadite 800 delivers thermal conductivity of 800W/(m·K) - approximately twice that of copper - combined with a low coefficient of thermal expansion and high dimensional stability. Together, these properties reduce chip temperatures through superior heat spreading and low-resistance thermal interfaces. In high heat flux AI accelerator environments, Thermadite 800 LCPs can reduce chip temperatures by more than 15°C compared to conventional copper cold plates. The material also offers roughly 60% lower density than copper, enabling high-performance cooling in mass-sensitive systems. Thermadite is formed by integrating diamond into the SiC matrix creating a stiff, stable, and highly thermal conductive material. The properties of Thermadite 800 provide a platform that supports aggressive liquid cooling without the warpage, stress, or reliability concerns associated with metal and metal-diamond cold plates. LCPs built with Thermadite 800 can include complex internal microchannel architectures optimized to real chip heat maps. These designs focus cooling on localized hot spots, minimizing pressure drop and coolant usage, enabling more efficient heat removal and reducing overall cooling system operating cost. Thermadite 800 LCPs leverage Coherent’s vertically integrated materials development, precision fabrication, and high-volume manufacturing capabilities. Examples of Thermadite 800 LCPs will be featured at the SEMI-THERM Symposium & Exposition 2026 and the Optical Fiber Communication Conference and Exhibition (OFC) 2026. Announcement • Mar 03
Coherent Corp. announced that it has received $1.999999745 billion in funding from NVIDIA Corporation Coherent Corp. entered into a Securities Purchase Agreement for completion of private placement to issue 7,788,161 shares at an issue price of $256.80 for the proceeds of $1,999,999,744.8 on March 2, 2026. Transaction involves participation of NVIDIA Corporation as a new investor. The Shares were issued and sold to investor in a private placement relying upon the exemption provided by Section 4(a)(2) of the Securities Act of 1933, as amended.