Coherent Q4 FY2026 earnings: 1.6T transceivers ramping, Datacenter revenue $1.62B up 58.6% YoY

Coherent/1.6T Transceiver

Coherent reported Datacenter and Communications revenue of $1.62 billion in Q4 FY2026, up 58.6% year-over-year, driven by strong demand for 800G and the beginning of 1.6T transceiver shipments. The company is one of two dominant suppliers (along with Lumentum) in the datacenter transceiver market and holds ~20-30% global share.

• Q4 FY2026 Datacenter & Comms revenue: $1.62B, up 58.6% YoY.
• 1.6T transceivers in early production and shipment phase.
• Coherent market share: 20-30% of global datacenter transceiver market.