Coherent Corp.
COHRQ4 2022(COHR Q1 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$746.6M
AI Revenue (Q)
$0
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (Sep 30, 2022). First quarter post-Coherent Inc. acquisition, now three segments: Networking ($597M), Materials ($356M), Lasers ($392M). Total revenue $1,345M. Networking Communications revenue was $564M, but this was overwhelmingly traditional telecom and enterprise datacom. AI datacenter transceiver demand had not yet materialized. No AI-specific revenue disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Networking segment revenue: $596,548K; Communications end-market within Networking: $563,521K
10-Q Q1 FY2023, Note 13 disaggregated revenue
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Optical transceivers (traditional telecom/datacom)SiC substrates
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix