Coherent revenue jumps 50% to $2.37B, signs ~$20B five-year PhotonLink deal
BenBajarin · x · 2026-11-06
Coherent's fiscal Q1 2027, as read by Ben Bajarin:
- Revenue grew 50% YoY to $2.37B, with December-quarter guidance at $2.65B midpoint; data center revenue grew 85% YoY.
- Signed a second anchor contract for its PhotonLink integrated optics platform: roughly $20B over five years with a major AI company, starting early calendar 2028.
- PhotonLink revenue is expected to pass $100M in the March quarter and $250M per quarter before end of calendar 2027; the scale-across business is already running near $1B a year.
More from Infra
- Mystery seller auctions $500M in data center loans, including Stargate financing — SumitGup · 2026-11-06
- Vercel launches Schedules public beta: agents can create cron jobs at runtime — cramforce · 2026-11-06
- Harbinger raises $240M Series D as electrification becomes an AI-era bottleneck — NYCounihan · 2026-11-06
- Data center moratoriums are like tariffs: voters want the stance, not the consequences — carlosdponx · 2026-11-06
- Data Centers Shouldn't Build Their Own Power: Off-Grid Gas Turbines Deemed Inefficient and Polluting — aronchick · 2026-11-06
- DeepSeek V4.1 Flash hits 600+ tok/s on Isoquant, 8.7x faster than Claude Opus 5.5 — ycombinator · 2026-11-06