9 annotations
And then just given the strength in the order book, how does the pricing and gross margin shape up when you look at the next several quarters? Do you think it can improve from here? Or do you think that margins in this business may still be dilutive to the overall business?
(No comment added)
Transcript
2024 Q4
1 Oct 24
Given your innovation and leadership in high-speed optical transceivers, could you discuss the breadth of hyperscale engagements within datacom, and whether this customer demand is resulting in extended volume commitments and order visibility provided to you so that you may enable those customers to meet their data center build-outs.
(No comment added)
Transcript
2024 Q4
1 Oct 24
Significant destocking has happened in that market and that's good, right? The telecom market have built up significant inventory that's I think most of that destocking is largely behind us. But I think there is -- there are still pockets of inventory that are out there.
And so our whole look on the telecom market through the next, I would say, at least 6 months and probably into the following 6 months is a bit more of a cautious outlook.
(No comment added)
Transcript
2024 Q4
1 Oct 24
But in your initial days at the business, clearly, the big growth engine Coherent has been this 800G ramp and then in the future, potentially the 1.6T ramp as well.
But when you look at kind of what was advertised to you when you were first looking at this job and then kind of got underneath the covers and looked at that optical opportunity, could you maybe speak qualitatively about your expectations in that business? I understand that you'll have an Analyst Day and maybe put some more numbers on it, but just broadly, your feelings on that business and what that growth engine could look like for Coherent over the next couple of years? And then I had a follow-up.
(No comment added)
Transcript
2024 Q4
1 Oct 24
vertically integrated. And we build, for instance, not just the datacom transceiver but we build a number of the components that go into that transceiver. And to the extent that, that provides us differentiation or faster time to market or generates real value for our customers, that's fantastic and we will continue to do that
(No comment added)
Transcript
2024 Q4
1 Oct 24
you had a competitor -- one of your competitors last night talking about the indium phosphide lasers being booked out through the end of 2025 is in the 200G per lane. Maybe just update your thoughts around that for in-house production there.
(No comment added)
Transcript
2024 Q4
1 Oct 24
Sequential improvements were primarily due to our increased revenue volume and resolution of the transitory margin issues that we cited in the preceding quarter, including the recovery in our datacom AI transceiver yield and resolution of the power failure issue that depressed both of our silicon carbide revenue and gross margin.
(No comment added)
Transcript
2024 Q4
1 Oct 24
first, to fund our organic growth engines; and second, to deleverage our balance sheet as quickly as possible. I believe the combination of an enhanced culture along with strategic portfolio optimization and operational execution improvements will help put us on a path of sustained market-leading growth, enhanced profitability and cash generation and a strong balance sheet.
(No comment added)
Transcript
2024 Q4
1 Oct 24
Our team is implementing a new pricing optimization strategy across our businesses to appropriately balance competitive pricing with fair payment for the innovation that we deliver to our customers.
(No comment added)
Transcript
2024 Q4
1 Oct 24
- Prev
- 1
- Next