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Coherent10-Q: AI investment

Datacenter revenue grew 34% to $1.2B driven by strong AI demand, prompting increased R&D investments.

What happened

The company's Datacenter & Communications segment experienced a 34% YoY revenue surge, primarily due to strong demand for AI datacenter applications.

Source

SEC EDGARFeb 4, 2026

Quarterly report (Form 10-Q)

Coherent 10-Q

Filing excerpt

Revenues for the three months ended December 31, 2025 increased 34% to $1,208 million...

sec.gov/Archives/edgar/data/820318/000082031826000006/iivi-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: AI investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
12/31
Filed
Feb 4, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.2B (Quarterly revenue for the Datacenter & Communications segment.)
Percent
34% (YoY revenue increase for the Datacenter & Communications segment.)

Details

CIK
820318
Accession number
0000820318-26-000006
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Target for AI vendors
Signal category
Technology

Topics and mentions

Technologies

  • AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 10, 2026
signal_type
sec-10q
signal_subtype
aiInvestment

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/50be53e6-6959-4537-909d-5a8f2ce1c5ae returns this record as JSON. POST /v1/companies/enrich returns every signal for coherent.com.

{
  "signal_id": "50be53e6-6959-4537-909d-5a8f2ce1c5ae",
  "signal_type": "sec-10q",
  "signal_subtype": "aiInvestment",
  "detected_at": "2026-02-10T08:23:13.771+00:00",
  "company": {
    "name": "Coherent",
    "domain": "coherent.com"
  },
  "data": {
    "detail": "The company's Datacenter & Communications segment experienced a 34% YoY revenue surge, primarily due to strong demand for AI datacenter applications. To sustain this growth, Coherent is increasing its R&D investments, signaling budget allocation for technology and product development in the AI space.",
    "metrics": {
      "pct": 0.34,
      "timeframe": "current_quarter",
      "pct_context": "YoY revenue increase for the Datacenter & Communications segment.",
      "dollar_context": "Quarterly revenue for the Datacenter & Communications segment.",
      "dollar_millions": 1208
    },
    "summary": "Datacenter revenue grew 34% to $1.2B driven by strong AI demand, prompting increased R&D investments.",
    "excerpts": "Revenues for the three months ended December 31, 2025 increased 34% to $1,208 million...",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/820318/000082031826000006/iivi-20251231.htm",
    "filing_date": "2026-02-04",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Target for AI vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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