Coherent Corp.
COHRQ3 2022(COHR Q4 FY2022)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$596.0M
AI Revenue (Q)
$0
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2022 ended June 30, 2022 (pre-Coherent Inc. acquisition). The company operated as II-VI with Photonic Solutions and Compound Semiconductors segments. No AI datacenter transceiver demand had materialized at this point. Networking Communications revenue of ~$982M/year was overwhelmingly telecom-related. AI datacenter buildout had not yet begun in earnest. No AI revenue disclosure in filings.
Analyzed by claude-opus-4-6
Quoted Figures
The majority of our revenues are attributable to the sale of engineered materials and optoelectronic components, devices, and subsystems for the optical communications, industrial, aerospace and defense, and consumer electronics markets.
10-K FY2022, Item 1
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 (pre-AI datacenter wave)SiC substrates (pre-AI power demand)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix