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Coherent reported $2.37 billion in revenue, up 56%, and guided next quarter to about $2.65 billion against $2.53 billion expected. It also forecast more than 60% growth for fiscal 2027, and shares rose about 8% after hours. According to a post on X by @PatrickMoorhead, the analyst points to a five-year PhotonLink deal worth about $20 billion and says lasers are now a choke point for AI data centers.
Coherent reported $2.37 billion in revenue, up 56%, and guided next quarter to about $2.65 billion against $2.53 billion expected. It also forecast more than 60% growth for fiscal 2027, and shares rose about 8% after hours. According to a post on X by @PatrickMoorhead, the analyst points to a five-year PhotonLink deal worth about $20 billion and says lasers are now a choke point for AI data centers.
AI-assisted summary based on the listed source.
Coherent reported $2.37 billion in revenue, up 56%, guided next quarter to about $2.65 billion against $2.53 billion expected and forecast more than 60% growth for fiscal 2027; shares rose about 8% after hours. Analyst Patrick Moorhead points to a five-year PhotonLink deal worth about $20 billion and says lasers...
The post suggests optical components that link AI systems are becoming a bottleneck, which could affect how data center operators and suppliers plan capacity. Builders and investors tracking AI infrastructure may want to watch whether the PhotonLink deal appears in official company disclosures and how the fiscal 2027 growth forecast develops. The source is a social post, so these details are not independently confirmed here.
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