Coherent Corp. (COHR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.79K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Coherent Corp. (COHR) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 5:35 PM EST Company Participants James Anderson - CEO, President & Employee DirectorSherri Luther - CFO & Treasurer Conference Call Participants Meta Marshall - Morgan Stanley, Research Division Presentation Meta MarshallMorgan Stanley, Research Division Welcome, everybody. I will start with disclosures while everybody gets settled. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. For everybody in the room, I'm Meta Marshall. I cover networking here. I'm sure you've seen me around. We're delighted to have Coherent here with us today, Jim Anderson, CEO; Sherri Luther, CFO. Question-and-Answer Session Meta MarshallMorgan Stanley, Research Division Obviously, big news yesterday with your NVIDIA announcement. So I just wanted to kind of kick it off to you guys to maybe just give a little bit of context for all the investors in the room, just kind of about that agreement. James AndersonCEO, President & Employee Director Yes. Thank you, Meta, and thanks for having us. Definitely really excited about the announcement. So first of all, NVIDIA has been a great customer and a great partner of ours for over 2 decades through their Mellanox acquisition. And they really are a wonderful customer. We learn a lot from them. We think NVIDIA makes us a better company as we work with them. And so a great partner. And this new agreement is really a significant expansion in our partnership, and we're really excited about that. It's all around using photonics and optics to continue to innovate and advance data center architecture, especially around driving better power efficiency in data center architecture. And so we're certainly really excited about that.