Coherent Corp. (COHR) Presents at European Conference on Optical Communication 2026 (ECOC 2026) Prepared Remarks Transcript

Coherent Corp. ( COHR ) European Conference on Optical Communication 2026 (ECOC 2026) September 21, 2026 12:30 PM EDT Company Participants Sanjai Parthasarathi - Chief Marketing Officer James Anderson - CEO, President & Employee Director Beck Mason - Executive Vice President of Semiconductor Devices Julie Eng - Executive VP of Optical Components & CTO Presentation Sanjai Parthasarathi Chief Marketing Officer Good evening, everybody. It's so great to see all of you here, so many familiar faces. For those of you who don't know me, I'm Sanjai Parthasarathi, I'm the Chief Marketing Officer of Coherent. We are so excited that all of you could join us here in person and those of you who are joining us by webcast for our launch of our PhotonLink platform. PhotonLink is our integrated optics platform purpose-built for AI data center connectivity. Before we get started, I'll have to refer you to Slide 2 of our presentation, which contains our forward-looking statements and disclosures. The presentation in its entirety will be available in the Investor Relations section of our website after the event. Moving on to an agenda. We've got a great program for you today. Jim Anderson, our CEO, will start us off by introducing PhotonLink. Jim will be followed by Beck Mason, EVP of Semiconductor Devices, who will present the Generate section of PhotonLink. Beck will be followed by Julie Eng, our EVP of Optical Components and our CTO, who will present the Shape, Guide and Receive sections of the PhotonLink. Julie will also present our Integrated Solutions. Without further ado, please join me in welcoming Jim Anderson, our CEO, to the stage. James Anderson CEO, President & Employee Director All right. Thank you, Sanjai, and thank you, everybody, for being with us here today. We've been really excited about the launch of PhotonLink. We've been looking forward to this for a long time. Thanks. We're here