Excited to share my recent interview with Business Insider, where I dig into why lidar is poised to play a major role in both robotaxis and the next generation of humanoid robots. It’s an exciting time for sensing innovation, and we’re just getting started. LINK
$COHR CEO on the growth outlook for the data center business:
"...looking back at fiscal '25, really pleased with the growth that we've seen in data center -- and again, that's a combination of data sand. Communications is our traditional business plus DCI. But if you look at the prior year, we saw over 50% growth full year. And in the most recent quarter, in the June quarter, we saw a 5% sequential growth and almost 40% growth year-over-year. And very pleased with that growth.
Data center portion of that was the fastest-growing and full year over 60%. So really strong growth, and I want to thank the team for the great execution over the prior year. Looking forward, we continue to see really strong demand signals, the combination of the backlog that we have, the ordering that we're seeing and the longer-term forecast for customers, I would say the demand outlook is very strong. We're expecting data center and communications to be up sequentially again this quarter. We really guided the current quarter, but we're expecting it to be up sequentially.
And then beyond that, as I said, a number of different things that are propelling our growth, a number of different drivers of the growth. I flag, number one, 100gig transceiver continuing to ramp, the 800 gig transceiver will grow this calendar year and next calendar year. And we're really pleased to see the start of 1.6T revenue. So we had initial revenue shipments of our 1.6T transceivers in the prior quarter, expect that to ramp through the rest of this calendar year and into next calendar year.
On top of that, again, we're really pleased to see OCS, our optical circuit, initial revenue began last quarter. We expect, again, that to continue to ramp through the rest of this calendar year into next. And then the accelerated an acceleration of growth in the communications part of our business in the most recent quarter we grew double digits sequentially and very strong demand in the DCI portion of the market, the data center interconnect, and that specific ZR/ZR+ products. We have a very nice lineup of products there.
So a number of different growth areas that we see ahead of us. So we're really quite excited about the year and the growth ahead of us and certainly also driving capacity expansion to meet that, those demand signals including not just the capacity of assembly and test, but also the key ingredients like indium phosphide. But yes, I would say we're really excited about the growth ahead of us in data center and comms."
After the recession, Hispanic Americans lost 2/3 of household wealth from home value destruction & foreclosure. A decade ago, the @NAHREP aimed to triple Latino household wealth. @ContessaBrewer joins from L'Attitude Conference:
Nearly 40 Million American families have benefitted from the Child Tax Credit (CTC), which we fought to get doubled in the 2017 Tax Cuts legislation, receiving an average benefit of $2,200 - for a total benefit of $85 billion.
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We hit #2 on our opening weekend! To even be on the is with Kevin Harrington and Darren Hardy is a big honor. New book here: https://t.co/9uSz4WoXE7 #author#newbooks
Life is good. Couldn't be happier with the amazing group of leaders that have come together for our Virtual Summit and the release of our latest book. Register here (starts Sept 14th): https://t.co/2WJooJacJg