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COHERENT CORP. (COHR)

10-K · FY2025 · Filed Aug 15, 2025

Accession: 0000820318-25-000014

COHERENT CORP. (COHR)'s FY2025 10-K was filed with the SEC on (accession 0000820318-25-000014). Per Item 1 of the filing, its products include 800G/1.6T Datacom Transceivers, ZR/ZR+ Coherent Transceivers, 200mm Semi-Insulating SiC Substrates, 6-inch GaAs VCSEL Platform and Excimer Laser Annealing Systems; it names IPG Photonics Corp., Wolfspeed Inc., Lumentum Holdings, Inc., Corning, Inc. and MKS Instruments, Inc. among its competitors; customer segments: Hyperscale and cloud datacenter operators (AI/ML), Telecom and communications service providers, Networking equipment manufacturers, Semiconductor capital equipment OEMs and Display capital equipment manufacturers.

Item 1 — Business overview

Products

  • Datacom optical transceivers (800G/1.6T)
  • ZR/ZR+ coherent transceivers
  • VCSELs and VCSEL arrays
  • InP edge-emitting lasers (EELs, DMLs, EMLs, CW)
  • Silicon photonics
  • Co-packaged optics (CPO) technologies
  • Optical Circuit Switch (OCS)
  • 980nm and 14xx pump lasers
  • Erbium-doped fiber amplifiers
  • ROADM and optical line systems
  • Excimer lasers
  • CO2 lasers

Product categories

  • Optical transceivers and modules
  • Compound semiconductor lasers and detectors
  • Engineered materials and substrates
  • Industrial laser systems
  • Optical components and subsystems
  • Thermoelectric devices
  • Specialty optics

Customer segments

  • Hyperscale and cloud datacenter operators (AI/ML)
  • Telecom and communications service providers
  • Networking equipment manufacturers
  • Semiconductor capital equipment OEMs
  • Display capital equipment manufacturers
  • Precision manufacturing (automotive, medical, EV battery)
  • Life sciences and scientific instrumentation
  • Consumer electronics OEMs (smartphones, AR/VR, wearables)
  • Automotive (EV power electronics, ADAS/LiDAR)
  • Wireless infrastructure (4G/5G base stations)
  • Aerospace & defense / U.S. government

Go to market

  • Direct sales force to OEM and end-user customers worldwide
  • Distributors and sales representatives globally
  • Key account relationships with market leaders
  • Technical sales support team for design-in/qualification
  • Trade shows, digital marketing and customer partnerships
  • Dedicated U.S. Aerospace & Defense division for government contracts

Named competitors

  • IPG Photonics Corp.
  • Wolfspeed Inc.
  • Lumentum Holdings, Inc.
  • Corning, Inc.
  • MKS Instruments, Inc.
  • Honeywell International, Inc.

Raw Item 1 preview

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