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    Papa Sylla • Citi

    Papa Sylla's questions to Coherent Corp (COHR) leadership

    Papa Sylla's questions to Coherent Corp (COHR) leadership • Q3 2025

    Question

    Papa Sylla requested more color on the telecom subsegment, asking if sentiment had improved and about the revenue mix between traditional telecom and Data Center Interconnect (DCI). He also asked about the primary driver of the Q3 margin outperformance and the progress on yield improvement efforts.

    Answer

    CEO James Anderson described the sentiment for traditional telecom as 'cautiously positive' with incremental improvement, but noted that DCI is the bigger growth driver, responsible for the majority of the telecom segment's 20% year-over-year growth. CFO Sherri Luther explained that Q3 margin benefits came from both cost reductions and pricing, with cost reductions being a slightly larger contributor. She added that yield improvement is an ongoing, continuous process across the company.

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    Papa Sylla's questions to Coherent Corp (COHR) leadership • Q2 2025

    Question

    Papa Sylla of Citi inquired about the progress on 200-gig per lane VCSELs and whether they would be available for the 1.6T cycle or are more targeted for 3.2T. He also began a follow-up question on datacom margins before his line disconnected.

    Answer

    CEO James Anderson confirmed that Coherent is progressing well on 200-gig VCSELs and EMLs but declined to specify which technology would be used in 1.6T or 3.2T transceivers for competitive reasons. Answering the presumed follow-up, Anderson acknowledged that while progress has been made on datacom margins through yield improvements, there is still significant work to do on improving product costs across the company.

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