Coherent’s 1.6T Transceiver Ramp Points to December-Quarter Beat

Posted on by Eben@CANSLIM Research

In a preview examining why Coherent’s 1.6T transceiver ramp should set up a December-quarter beat, the analysis argues that a strong and sustained transceiver ramp, led by rapid 1.6T adoption, creates meaningful upside risk to consensus for the quarter ending December. Coherent Corp (COHR) is scheduled to report September-quarter results on 4 November after the market close.

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