Coherent Corp. (NYSE:COHR) Q2 2023 Earnings Conference Call February 8, 2023 9:00 AM ET Company Participants Mary Jane Raymond - Chief Financial Officer Chuck Mattera - Chairman and Chief Executive Officer Mark Sobey - President of Laser Segment Giovanni Barbarossa - Chief Strategy Officer and President of Materials Segment Conference Call Participants Ananda Baruah - Loop Capital Simon Leopold - Raymond James James Ricchiuti - Needham Dave Kang - B. Riley Samik Chatterjee - JPMorgan Mark Miller - The Bench ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________________ FORM 10-Q (Address of principal executive offices) Registrant's telephone number, including area code: 724-352-4455 Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was re ...

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 ...