Coherent Corp. (NYSE:COHR) Q1 2023 Results Conference Call November 9, 2022 9:00 AM ET Company Participants Mary Jane Raymond - Chief Financial Officer Dr. Chuck Mattera - Chairman and Chief Executive Officer Dr. Giovanni Barbarossa - Chief Strategy Officer & President, Materials Segment Dr. Mark Sobey - President, Lasers Segment Conference Call Participants Ananda Baruah - Loop Capital Paul Silverstein - Cowen Dave Kang - B. Riley Mark Miller - Benchmark Simon Leopold - Raymond James James Ricchiuti - Need ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2022 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | --- | --- | |------------------------------------ ...

United States SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended June 30, 2022 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File Number: 001-39375 II-VI INCORPORATED (Exact name of registrant as specified in its charter) Pennsylvania 25-1214948 (State or other jurisdiction of incorporatio ...

II-VI Incorporated (IIVI) Q4 2022 Results Conference Call August 24, 2022 9:00 AM ET Company Participants Mary Jane Raymond - CFO Dr. Chuck Mattera - Chair and CEO Dr. Giovanni Barbarossa - Chief Strategy Officer and President, Compound Semiconductors Conference Call Participants Paul Silverstein - Cowen Ananda Baruah - Loop Capital Dave Kang - B. Riley Mark Miller - Benchmark Jim Ricchiuti - Needham Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Meta Marshall - Morgan Stanley Harsh Kumar - Piper ...

Financial Data and Key Metrics Changes - The company reported revenue of $828 million, a 6% increase year-over-year, exceeding guidance [9] - New orders reached a record $1.2 billion, representing a 48% increase compared to the previous year [9] - The backlog grew to $2.1 billion, an 88% increase year-over-year [9][33] - Non-GAAP earnings per share were $0.95, with GAAP earnings per share at $0.28 [35] Business Line Data and Key Metrics Changes - Photonic Solutions revenue increased to $568 million, a 12% year-over-year growth, driven primarily by datacom, which constituted 40% of the business [10] - Datacom revenue grew 15% sequentially and 26% year-over-year, with a significant portion coming from transceivers [10] - Semiconductor capital equipment revenue grew 34% year-over-year, driven by increased demand for immersion lithography tools [18] - Industrial revenue grew 13% year-over-year, supported by silicon carbide applications [19] Market Data and Key Metrics Changes - The company noted strong demand in the datacom and telecom markets, with significant contributions to the backlog from these sectors [33] - The industrial market showed robust growth, particularly in laser-driven applications and silicon carbide [19][85] Company Strategy and Development Direction - The company is focused on operational excellence and participating in markets driven by large mega trends for sustainable growth [8] - There is a commitment to expanding manufacturing capacity and investing in technology to mitigate supply chain constraints [13][18] - The company anticipates continued growth in the semiconductor capital equipment market due to global investments in new fabs [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand despite broader economic challenges, expecting the super cycle to continue [14] - Supply chain constraints are anticipated to ease over time, allowing for improved shipping capabilities [12][20] - The company expects Q4 revenue guidance of $840 million to $880 million, with non-GAAP EPS guidance of $0.85 to $1 [38] Other Important Information - The company is in the process of integrating the Coherent acquisition, with expectations to close the deal by the end of June [22] - Supply chain costs impacted Q3 results by approximately $14.5 million, with expectations for similar or higher costs in June [52][56] Q&A Session Summary Question: Context on surge in demand - Management confirmed that demand was stronger than forecasted and accelerated throughout the quarter [43] Question: Quality of backlog - Management indicated that the backlog quality is high, supported by longer-term orders and customer visibility [45][47] Question: Margin impact from supply chain - Supply chain costs were about $8.5 million, with expectations for similar costs in June [52][56] Question: Components impacted by supply chain - Integrated circuits, particularly in the ROADM area, were identified as the main components affected [61] Question: Growth in automotive backlog - Management noted that automotive represents a smaller portion of the backlog, with significant contributions from datacom and telecom [79] Question: 3D sensing revenue concentration - The leading customer accounts for a majority of 3D sensing revenue, but the market is expanding into broader sensing applications [80] Question: CapEx expectations for next fiscal year - Management expects CapEx to remain at or above current levels, potentially reaching $400 million [81] Question: Booking strength and segment performance - Both segments contributed positively to the increase in book-to-bill ratios, with strong performance in datacom and telecom [84]

| --- | --- | |-----------------------|-------| | | | | | | | | | | | | | | | | | | | Investor Presentation | | | | | | | | | May 2022 | | | | | Forward-Looking Statements This presentation contains forward-looking statements relating to future events and expectations that are based on certain assumptions and contingencies. The forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and relate to the Company's performance on a g ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2022 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File Num ...

| --- | --- | |-----------------------|-------| | | | | | | | | | | | | | | | | | | | Investor Presentation | | | | | | | | | | | | February 2022 | | | | | | | | Forward-Looking Statements This presentation contains forward-looking statements relating to future events and expectations that are based on certain assumptions and contingencies. The forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and relate to the Company's p ...

II-VI Incorporated (IIVI) Q2 2022 Earnings Conference Call February 9, 2022 9:00 AM ET Company Participants Mary Jane Raymond – Chief Financial Officer Chuck Mattera – Chair and Chief Executive Officer Giovanni Barbarossa – Chief Strategy Officer and President, Compound Semiconductors Conference Call Participants Ananda Baruah – Loop Capital Meta Marshall – Morgan Stanley Paul Silverstein – Cowen Mark Miller – The Benchmark Company Tom O'Malley – Barclays Simon Leopold – Raymond James Samik Chatterjee – JPM ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 31, 2021 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission File ...