$COHR post-earnings debrief:
> First $3B+ quarter expected by June 2027. Thats a $12B annualized rev run rate vs $7.1B FY26 rev.
> FY27 is basically already booked. POs through CY27, now entering 2028. LTAs go through the end of the decade with pricing + minimum demand
Gaetano@Gaetano2026
$COHR post-earnings debrief: > First $3B+ quarter expected by June 2027. Thats a $12B annualized rev run rate vs $7.1B FY26 rev. > FY27 is basically already booked. POs through CY27, now entering 2028. LTAs go through the end of the decade with pricing + minimum demand