Coherent Corp.
COHRQ2 2023(COHR Q3 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$976.5M
AI Revenue (Q)
$0
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (Mar 31, 2023). Networking segment revenue $551M, Communications within Networking $521M. The AI infrastructure wave was just beginning to gain momentum but had not yet translated into material transceiver orders for Coherent. Networking revenue actually declined QoQ as traditional telecom softened. No AI-specific revenue disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Networking segment revenue: $551,099K; Communications end-market within Networking: $521,291K
10-Q Q3 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 transceiversSiC substrates
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix