Creative Strategies, Inc
@creativestrat
The industry’s trusted source for technology research and analysis since 1969. From mainframes to AI.
106 Following 3.3K Followers
Coherent grew Q1 revenue 50% to $2.37B. Optical demand becomes revenue when factories deliver qualified parts. We examine the PhotonLink ramp and the capacity build behind it in our Atlas earnings note:
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Creative Strategies has worked inside the technology industry since 1969. Our research follows how companies compete and which product or technology choices create durable differentiation. We connect those decisions to changes in market structure and the larger paradigm shifts that determine where value moves next.
CS Atlas gives clients a new way to work with that full body of research. Ask a company or market question and see how our view has developed as the technology and evidence changed. Every answer links back to the supporting work, making it easier to test an assumption against our broader research and bring the relevant evidence into a decision.
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