Detailed view for this entity.
“There was actually a really good interview with uh the CEO of Coherent that just got that Nvidia $2 billion investment and we'll watch that later.”
“That growth comes from their data center and communication segment, which generated about $1.2 billion in revenue for the quarter. That's up 34% year-over-year and now makes up over 70% of their total revenues.”
“And for every dollar of optics they delivered, they booked over $4 of new demand. That's a very clear signal that demand is far ahead of supply, giving Coherent a very healthy revenue backlog to work through.”