Coherent Launches Compact Optical Line System with Enhanced Performance
On September 17, Coherent Corp (NYSE:COHR) announced an upgraded Pluggable Optical Line System that fits into a compact QSFP module and supports up to 25.6Tbps of traffic over distances from 2km to 200km using 32 wavelengths on a single fiber pair. The system is designed for the latest 800G coherent optics, offering self-configuration capabilities without manual technician intervention. The product launch follows strong financial performance in Coherent's fiscal fourth quarter ending June 30, with revenue rising by 34% year-over-year to $2.05 billion and non-GAAP earnings per share increasing from $1.00 to $1.74. CEO Jim Anderson highlighted the growing shift of AI data centers from copper to optical links as a key growth driver. However, there are concerns around financial metrics: GAAP earnings were lower at $1.19 compared to non-GAAP figures due to excluded expenses like stock-based compensation and restructuring costs. Additionally, while the new product is in high-volume production, its specific revenue contribution remains undisclosed.
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