Earnings call briefFiscal first-quarter 2027
Coherent expects Photon Link revenue above $100 million in March quarter
CEO James Robert Anderson said the company signed a new Photon Link agreement with a major AI company worth $20 billion in revenue over 5 years, ramping from early calendar 2028.
GetSignal Coherent COHR
On its fiscal first-quarter call, Coherent said it expects Photon Link revenue to exceed $100 million in its March quarter and to exceed $250 million per quarter before the end of calendar 2027.
Chief Executive Officer James Robert Anderson said the company signed another Photon Link long-term agreement with a major AI company in the quarter, with a total revenue value of $20 billion over 5 years and revenue beginning to ramp in early calendar 2028.
Quotes from the call
“We expect Photon Link revenue to ramp quickly over the coming quarters. We expect revenue to exceed $100 million in our March quarter and to exceed $250 million per quarter before the end of calendar 27.”
Key facts from the call
- Expected Photon Link revenue, March quarter
- More than $100 million
- Expected Photon Link revenue, before end of calendar 2027
- More than $250 million per quarter
- Expected Photon Link agreement revenue
- $20 billion over 5 years, ramping from early calendar 2028
Source: Coherent's fiscal first-quarter 2027 earnings call, November 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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