「Optical Communication Giant」 Coherent's Performance and Guidance Significantly Exceed Market Expectations

BlockBeats News, August 13th, Coherent reported Q4 quarterly revenue of $2.05 billion, a 34% year-over-year increase, exceeding the expected $19.8-20.2 billion; Non-GAAP EPS was $1.74, surpassing the expected $1.62-1.65.

The company expects Q1 quarterly revenue to be $2.2-2.4 billion, higher than the expected $21.3 billion, with adjusted EPS expected to be $1.85-2.05, above the expected $1.77.

According to BIT (bit.com) market data, despite the comprehensive outperformance of performance and guidance compared to market expectations, short-term profit-taking pressure led to post-market selling pressure, causing a 5% drop. During the normal trading hours before the financial report was released, Coherent's stock price surged by 8%, experiencing a significant rebound in recent weeks as the market's expectations for the explosion of AI data center optical interconnection demand were pushed to the extreme.