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James Anderson

Chief Executive Officer, President & Employee Director, Coherent

Search every verified James Anderson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jim Anderson, CEO of Coherent, discussed the company’s recent performance and its role in AI infrastructure during several appearances in August and September 2026. On an August earnings call, he reported that fiscal 2026 revenue increased 28% on a pro forma basis to a record $7 billion, with non-GAAP EPS growth of approximately 59%. He noted that the June quarter marked the seventh consecutive quarter of record revenue, with the company surpassing $2 billion in quarterly revenue and guiding to over $3 billion per quarter within the next 12 months. Anderson attributed growth to strong demand from data center customers and said the company is at an inflection point where growth is accelerating as new capacity comes online. In media interviews, Anderson emphasized the growing importance of optical connectivity in AI systems, stating that as data rates increase, copper-based electrical connections are being replaced by optical ones due to physical limitations. He highlighted Coherent’s position as the largest U.S. supplier of optical transceivers for data centers and its manufacturing footprint of over 20 U.S. facilities, including a Sherman, Texas plant producing components for transceivers and co-packaged optics. Anderson said demand for co-packaged optics has not slowed and has in fact increased, with customers pulling in demand and engaging on related technologies. He also expressed openness to expanding U.S. manufacturing if needed, citing the company’s heritage as a U.S.-based manufacturer.

Recent appearances

  • Coherent | AI Infrastructure and the Optical Foundation for the AI Era | Six Five Summit 2026

    September 11, 2026 · 📺 Coherent Corp.

    As AI infrastructure scales rapidly, efficient data movement has become as important as compute itself. High-speed optical connectivity is now a foundational technology for enabling next-generation AI systems. In this Six Five Summit: AI Unleashed 2026 conversation, Jim Anderson, CEO of Coherent Corp. speaks with Patrick Moorhead about the growing role of photonics and optical networking in enabling next-generation AI infrastructure. The discussion explores how the rapid growth of AI is reshaping data center architecture, why optical networking is becoming increasingly important as AI system…

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  • Coherent | Mad Money Shining a Light on Coherent Cramer's Exclusive with the CEO Jim Anderson

    August 14, 2026 · 📺 Coherent Corp.

    Coherent CEO Jim Anderson joined CNBC’s Mad Money to discuss the company’s position at the center of the rapidly growing data center market. As the industry’s largest U.S. supplier of optical transceivers for data centers, Coherent brings together deep photonics expertise, broad technology capabilities, and manufacturing at scale. With more than 20 manufacturing facilities across the United States, Coherent is also building on a significant U.S.-based manufacturing footprint to support customers as demand for advanced optical technologies continues to grow. In the conversation, Jim highlight…

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  • Coherent Earnings Call | $COHR | 🔴 WATCH LIVE

    August 12, 2026 · 📺 Benzinga

    Coherent Corp (COHR) — Earnings Call Live coverage with Benzinga. Recent Quarters Q4 FY26 (2026-08-12): EPS $1.74 vs est ...

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  • NVIDIA & Coherent: Reindustrializing America, Manufacturing for the AI Era

    June 24, 2026 · 📺 NVIDIA

    NVIDIA founder and CEO Jensen Huang joins Coherent CEO Jim Anderson in Sherman, Texas for a conversation on the infrastructure behind the AI era, from advanced photonics and optical links to U.S. manufacturing capacity. Learn more about how the factories, workers, and supply chains behind AI are helping power America’s next industrial chapter. Read Press Release: https://www.coherent.com/news/press-r...

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  • A small town in Texas is leading the charge in AI technology

    June 17, 2026 · 📺 Fox News Clips

    Nvidia CEO Jensen Huang and Coherent CEO Jim Anderson explain the value of their partnership and how it will expand A.I. manufacturing on ‘The Will Cain Show.’ #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #thewillcainshow #willcain #nvidia #jensenhuang #kevinhuang #coherent #jimanderson #artificialintelligence #ai #technology #manufacturing #innovation #business #economy #technews #futuretech #semiconductors #automation Don’t just watch Fox News—be part of it. Become a Fox News Patriot today. https://youtube.com/foxnews/join Subscribe to Fox News: https://bit.ly/2vBUvAS…

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  • $COHR Coherent Corp Q3 2026 Earnings Conference Call

    May 07, 2026 · 📺 EARNMOAR

    05/06/2026 Q&A: 21:32 Coherent Corp. develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide. It operates through three segments: Networking, Materials, and Lasers. The Networking segment offers transceivers, systems, subsystems, modules, components, optics, and semiconductor devices for datacenter and communications applications. The Materials segment provides engineered materials, laser optics, thermoelectric components, and advanced cer…

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  • Coherent | Six Five Media:  Harnessing the Power of Photons to Drive AI Innovation

    July 16, 2025 · 📺 Coherent Corp.

    Coherent CEO Jim Anderson shares how the company’s advanced photonic technology is driving critical advancements in AI infrastructure, enabling faster, more efficient computing across industries — from hyperscale data centers to next-generation innovation planning. Key topics covered: • The role of photonics in accelerating AI training and inference • Coherent’s competitive edge and long-standing customer relationships • The broader impact of photonics beyond traditional networking • How Coherent sustains innovation and plans for long-term AI growth As AI adoption accelerates, discover how Co…

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  • Coherent | Six Five Media: Beyond the Numbers - Jim Anderson on Coherent’s Next Chapter

    February 06, 2025 · 📺 Coherent Corp.

    Coherent CEO Jim Anderson joins @SixFiveMedia to discuss the company's momentum, including 80% YoY growth in AI-driven ...

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →