$COHR beat across the board and raised its outlook.
FY Q4:
— Revenue $2.05B, up 34%, past the $1.99B consensus
— Data Center & Communications $1.62B vs $1.54B expected
— EPS $1.74 vs $1.62 expected
The company also guided next quarter above the Street — EPS of $1.85–2.05 against the $1.77 consensus. Management's framing: as more data moves optically instead of over copper, the runway keeps extending.
Strong print, stronger guide — the optical shift is showing up in the numbers.
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NFA. For informational purposes only.