Coherent (COHR): Halving Optics Costs via 6-Inch Wafers [Q4 2026]

Coherent delivered a staggering Q4 2026 by utilizing sheer physical geometry—shifting to larger production wafers—to solve the structural cost bottleneck of scaling AI datacenter optics.In ~10 minutes:• Why Wall Street rumors of CPO push-outs were completely backwards.• How 6-inch indium phosphide wafers cut laser manufacturing costs by 50%.• The strategy behind NVIDIA's pre-emptive $2 billion equity backstop.• Capital expenditures practically doubling sequentially to support an unprecedented ramp.While datacenters now consume almost 80% of Coherent's revenue base, the transition isn't just about top-line momentum. Through intense execution on unit economics and a strategic shift to delivering fully integrated optical platforms, the hardware provider is rewriting its margin trajectory—but staying ahead of the demand bottleneck requires a heavy short-term cash burn.Coherent Corporation (COHR) | Q4 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.