Coherent Corp. (COHR) Discusses Photonics Innovation and Data Center Communications at OFC Transcript

SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Coherent Corp. (COHR) Discusses Photonics Innovation and Data Center Communications at OFC March 17, 2026 4:00 PM EDT Company Participants Paul Silverstein - Vice President of Investor RelationsJames Anderson - CEO, President & Employee DirectorJulie Eng - Chief Technology OfficerBeck Mason - Executive Vice President of Semiconductor DevicesSanjai Parthasarathi - Chief Marketing Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research DivisionSamik Chatterjee - JPMorgan Chase & Co, Research DivisionRuben Roy - Stifel, Nicolaus & Company, Incorporated, Research DivisionMeta Marshall - Morgan Stanley, Research DivisionGianmarco Conti - Deutsche Bank AG, Research DivisionPapa Sylla - Citigroup Inc., Research DivisionGeorge Notter - Wolfe Research, LLC Presentation Paul SilversteinVice President of Investor Relations Good morning, good afternoon, I should say. Thanks for bearing with us, and welcome to Coherent's 2026 OFC Technology Innovation Briefing. I want to thank all of you here in the room with us as well as all of you listening online. We greatly appreciate the interest. Before we begin, I've got to refer you to the customary forward-looking disclosure statements on Slide 2 in the presentation deck. It will be posted to our website in the Investor Relations section of our website later today. Full presentation, all of the disclosures today are covered by those disclosures. Any forward-looking statements are covered by the disclosures. They apply to any and all forward-looking statements that may be made. Now for the agenda. CEO, Jim Anderson, will provide an overview of our Data Center Communications segment. Jim will be followed by Julie Eng, our CTO. Julie is going to discuss scale out and scale up. Julie will be followed by Dr. Beck Mason, EVP of Semiconductor Devices. He'll discuss lasers and indium phosphide capacity. And he'll be followed by Dr. Sanjai Parthasarathi, our Chief Marketing Officer, who will discuss scale across. That will take about 60 minutes. We're going to follow that