COHR European Conference… Presentation

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR FORWARD-LOOKING STATEMENTS 2 This presentation contains forward-looking statements relating to future events and expectations, including our expectations regarding our estimates and projections for our business outlook, each of which is 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 going-forward basis. The forward-looking statements in this investor presentation involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward-looking statements herein or in previous disclosures. The Company believes that all forward-looking statements made by it in this presentation have a reasonable basis, but there can be no assurance that management’s expectations, beliefs, or projections as expressed in the forward-looking statements will actually occur or prove to be correct. In addition to general industry and global economic conditions, factors that could cause actual results to differ materially from those discussed in the forward-looking statements in this presentation include but are not limited to: (i) the failure of any one or more of the assumptions stated herein to prove to be correct; (ii) changes in demand in the Company’s end markets along with the Company’s ability to respond to such market changes; (iii) risks relating to future integration and/or restructuring actions; (iv) fluctuations in purchasing patterns of customers and end users; (v) the ability of the Company to retain and hire key employees; (vi) the terms of the Company’s indebtedness and ability to service such debt; (vii) the timely release of new products and acceptance of such new products by the market; (viii) the introduction of new products by competitors and other competitive responses; (ix) the risks to realizing the benefits of investments in R&D and commercialization of innovations; (x) the risks that the Company’s stock price will not trade in line with industrial technology leaders; (xi) the impact of trade protection measures, such as import tariffs by the United States or retaliatory actions taken by other countries; and/or (xii) the risks relating to forward-looking statements and other “Risk Factors” identified from time to time in our filings with the Securities and Exchange Commission (“SEC”), including our Annual Report on Form 10-K for the fiscal year ended June 30, 2026, and our subsequently filed Quarterly Reports on Form 10-Q, which filings are available from the SEC. The Company disclaims any obligation to update information contained in these forward-looking statements, whether as a result of new information, future events or developments, or otherwise.

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR AGENDA 3 Jim Anderson Chief Executive Officer Dr. Beck Mason EVP, Semiconductor Devices Dr. Julie Sheridan Eng EVP, Optical Components and CTO Introducing Coherent PhotonLink TM Coherent PhotonLink TM Generate Coherent PhotonLink TM Shape, Guide & Receive

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR OPTICAL CONNECTIVITY EXPANDING 6 SCALE ACROSS SCALE OUT SCALE UP CHIP TO CHIPTELECOM NETWORKS D CI Optical Over The Coming Years Optical Today Electrical

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR OPTICAL CONNECTIVITY EXPANDING 7 SCALE ACROSS SCALE OUT SCALE UP CHIP TO CHIPTELECOM NETWORKS D CI Optical Over The Coming Years Optical Today Electrical Coherent 2030 SAM $ $60B+ Base $30B+ PHOTONLINK Source: Dell’Oro, Lightcounting, Cignal AI and internal estimates

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR INTEGRATED OPTICS REQUIRES A VARIETY OF DIFFERENT TECHNOLOGIES 9 Fiber Attach Unit (FAU) Prism Micro Lens Array SWITCH OR xPU Silicon Photonics PIC External Laser Source InP CW Laser Isolator CPO/NPO Module Polarization- Maintaining Fiber Thermoelectric Cooler (TEC) VCSEL

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 10 COMPLETE PLATFORM TO ENABLE THE TRANSITION TO OPTICAL INTERCONNECT GENERATE SHAPE GUIDE RECEIVE CREATE THE PHOTON SHAPE THE SIGNAL GUIDE THE PHOTON DETECT THE PHOTON

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR Category Component / Technology Coherent Laser Vendors Transceiver Vendors Fiber Vendors Optics Vendors GENERATE InP CW laser/modulator/SOA   GaAs VCSEL   SiPho modulator  ELS module    SHAPE Coupling lens   Garnet crystal growth  Isolators   GUIDE Polarization-Maintaining Fiber   Micro Lens Arrays   Fiber Guides   Fiber Attach Units   Precision Fiber Assemblies    Circulators   WDM mux/demux   DETECT InP Detectors   GaAs Detectors   SiPho Detectors  12 COHERENT UNIQUELY POSITIONED TO DELIVER THE FULL SOLUTION COMPLETE TECHNOLOGY PORTFOLIO MANUFACTURING SCALE Category Coherent unit shipments to date for datacenter GENERATE • >300M InP Lasers • >700M GaAs VCSELs • >300M Optical Modules SHAPE • >250M Lenses • >700M Isolators/Garnet GUIDE • >650M Optical Components • >120M meters of PM Fiber • >80M Fiber Assemblies DETECT • >1B InP & GaAs PDs

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR COHERENT PHOTONLINKTM INTEGRATED OPTICS PLATFORM 13 PHOTONLINK TM SOLUTION EXAMPLE  Complete External Laser Source (ELS)  Complete optics assembly from ELS to Chip  Complete optics assembly from Chip to Faceplate  Underlying optical components supplied by Coherent  Manufacturing at scale to support customer ramps  Anchor customers secured for both CPO and NPO PHOTONLINK TM CONTENT EXAMPLE  Compute or Switch chip with 100Tbps I/O  200 Gbps optical lanes  Coherent PhotonLink TM content: Up to $15K per 100T chip

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR EXAMPLE CUSTOMER APPLICATIONS FOR PHOTONLINK TM 14 LIGHT SOURCE UHP CW Laser External Laser Module VCSEL Array or CW Laser inside the NPO module; or UHP CW Laser ELS VCSEL Array or CW Laser; or UHP CW Laser ELS CUSTOMER ENGAGEMENT >10 >10 >5 COHERENT CONTENT $ Up to $15K per 100T I/O, 200G lanes Evolving REVENUE TIMING Scale-out Q4CY26; Scale-up H2CY27 H2CY27 2029/2030 NPOCPO CHIP TO CHIP

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 15 GENERATE SHAPE GUIDE RECEIVE CREATE THE PHOTON SHAPE THE SIGNAL GUIDE THE PHOTON DETECT THE PHOTON NPOCPO CHIP TO CHIP WHAT WE’LL COVER TODAY

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR PHOTON GENERATION GENERATE SHAPE GUIDE RECEIVE CREATE THE PHOTON SHAPE THE SIGNAL GUIDE THE PHOTON DETECT THE PHOTON UHP CW LASER HP CW LASER VCSEL Array HD VCSEL Array 17

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR UHP CW LASER FOR CPO AND NPO USING ELS High Power CW Lasers for Scale-out and Scale-up  CPO and NPO links use high power CW lasers  Lasers packaged in pluggable modules for replaceability  Each laser powers multiple Silicon Photonics links and each module has multiple lasers  Lasers are specially designed for low noise and high efficiency Copyright 2026, Coherent. All rights reserved. 18 GENERATE CPO NPO Long term supply agreements secured with market-leading AI datacenter customers for CPO and NPO solutions

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR ULTRA HIGH POWER CW LASERS – INDUSTRY LEADING PERFORMANCE 19 Optical Power Phase Noise -130 -90 -50 -10 30 70 Phase noise (dBc/Hz) 10 Hz 1 kHz 1 MHz 100 MHz Frequency 1.0 A | 50°C 83 kHz linewidth Power Conversion Efficiency 0 100 200 300 400 500 0 5 10 15 20 25 30 Optical power (mW) PCE (%) 0 0.5 1 1.5 2 0 100 200 300 400 500 Current (A) Optical power (mW) Low noise improves link performanceHigh power enables more channels Lower power consumption Note: Performance at 50°C: >400 mW, > 20% Power Conversion Efficiency, < 100 kHz linewidth GENERATE  Unique design enables high-power, low-noise performance  Performance exceeds all customer requirements  Optimized for production at AI scale  Ramping on 6” InP platform with high yield  Volume shipments in Q4CY26 Ultra High Power CW Laser

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR NPO HP CW LASER FOR NPO Copyright 2026, Coherent. All rights reserved. 20 GENERATE >300M InP Lasers Coherent HP CW LASER is a 70-100mW laser for powering Silicon Photonics near packaged optical modules  Some NPO modules use lasers integrated locally in the module to generate the photons used with their silicon photonic components  Smaller size and lower power dissipation are optimized for NPO module requirements  Shipping millions of units per month of CW lasers from our Sherman and Fremont fabs  Coherent HP CW LASER lasers have proven field reliability  Deliver features that enable superior link performance  Optimized for low power dissipation and efficient use with silicon photonics components  Production ready now Shipped

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR VCSEL ARRAYS FOR NPO 21 NPO GENERATE Vertical Cavity Surface Emitting Lasers VCSELs  Enabling the lowest energy per bit for NPO applications VCSEL Benefits  Ideal solution for scale-up interconnects  Lowest cost and best bandwidth density  Enhanced redundancy and low latency  Massively parallel optical interconnectivity for NPO/CPO architectures VCSEL Array for Fiber Array High Density VCSEL Array for Multicore Fiber TYPE 1 TYPE 2

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR Backside emitting 2D VCSEL array Fiber array 2D PD array Coherent is a world leader in VCSEL Technology  Worlds largest supplier of datacom VCSELs  Producing high volume VCSEL and PD arrays for >10 years Highest bandwidth density at industry leading cost  Compact 2D array of individually addressable emitters  Massively parallel with high reliability and low latency  Data rates from 25Gb/s to 200Gb/s per emitter  Solutions for conventional and flip chip bonding  Complementary SW photodiode arrays  Flip chip VCSEL and PD arrays have integrated lenses  Production ready 1HCY27 TYPE 1: ENABLING SCALE UP - 2D VCSEL ARRAYS FOR NPO/CPO GENERATE 22

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR Super compact solutions for NPO enabled by High Density VCSEL and PD Arrays coupled to Multicore fiber  Each core carries an individual data stream  Large 37x VCSEL and PD arrays demonstrated  Reduced fiber count - single multi-core fiber carries all 37 channels  Uses Flip chip Back Side Emitting VCSEL and PD array  On-chip integrated lenses for easy assembly  Low power and cost  For both PAM-4 and NRZ architectures  Ongoing engagements with hyperscale customers  Production ready 2HCY27 TYPE 2: HIGH DENSITY 2D VCSEL ARRAYS FOR NPO/CPO APPLICATIONS Multicore fiber 23 GENERATE 2D PD array Backside emitting 2D VCSEL array

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR Transceiver INTERNALLY DEVELOPED PHOTODETECTORS ARE A DIFFERENTIATOR 24 Differentiation in Photodetectors (PDs):  More than 20 years of expertise in PD production  Developed world’s first 4x25G PD array in InP  Custom-designed Flip Chip PDs with integrated micro lenses for 200G/lane applications  100G and 200G PD arrays in volume production on 6” InP  Developing 400G PDs for next generation  Flip chip design enables close integration with electronics  Production ready now Detector Transceiver DetectorLaser Laser Front Back 1 BILLION InP & GaAs PDs Shipped Integrated Micro Lenses RECEIVE Quad TIA

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR ZURICH, SWITZERLAND SHERMAN, TX JARFALLA, SWEDEN NEW World’s First 6” InP FREMONT, CA COHERENT InP AND GaAs PRODUCTION SITES 25  First InP site – operations for over 2 decades  3” production lines  Worlds largest and most advanced InP/GaAs fab  6” InP lines; multiple devices  InP fab operations for over 2 decades  6” InP lines; multiple devices  Began as a GaAs fab – VCSELs and Edge Emitters  Latest 6” InP fab; multiple devices

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 26 LASER CAPACITY EXPANSION POWERED BY 6” TRANSITION Q4CY25 Q4CY26 Q4CY27 Doubling total production this year and next year 2X >2X InP Capacity Q3CY26 GaAs Capacity Q4CY22 Q4CY27 >4X Available VCSEL array capacity >1B/Year Q4CY26

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR PHOTONLINK TM GENERATE FOR INTEGRATED OPTICS 27 Laser Type Key Advantages UHP CW Laser Remote laser - highest performance HP CW Laser Flexibility and replaceability VCSEL Array Low power fiber array Dense VCSEL Array Low power, compact multicore fiber

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR FOLLOW THE PATH OF A PHOTON – SHAPE, GUIDE, AND RECEIVE 29 GENERATE SHAPE GUIDE RECEIVE CREATE THE PHOTON SHAPE THE SIGNAL GUIDE THE PHOTON DETECT THE PHOTON

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR CW LASERS COUPLING LENS Couples laser light into fiber ISOLATOR Protects laser from back- reflected light PMF Guides light while maintaining its polarization PMLA Focuses and turns light from fiber into silicon photonics FAU Precisely aligns multiple fibers to photonic chip PRECISION FIBER ASSEMBLY Routes and protects fibers for easier deployment and reduced fiber damage RECEIVE ENGINE Generate light EXTERNAL LASER SOURCE (ELS) Modulates and receives light Coherent provides the critical optical components that shape, guide, and receive light from the laser to the receive engine in CPO / NPO architectures 30 FOLLOW THE PATH OF A PHOTON – SHAPE, GUIDE, AND RECEIVE >650 MILLION optical components shipped

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 31 Coupling Lens for ELS - couples laser light into PM Fiber  Glass molded lenses for efficient light coupling  Excellent coupling performance  Production ready Q4CY26 LENSES FOCUS LASER LIGHT INTO THE FIBER SHAPE InP CW Laser Lenses Isolator ELS Module >250 MILLION LENSES Shipped

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR ISOLATORS PROTECT LASERS FROM BACK-REFLECTED LIGHT 32 GARNET BOULE GARNET SUBSTRATE GARNET CRYSTAL GROWTH  Isolators protect InP lasers from back-reflected light  Garnet is the critical magneto-optic material in isolators  Coherent supplies a significant fraction of the industry’s garnet for isolators  Coherent is vertically integrated from garnet crystal growth through isolators ISOLATORSDICED GARNET SHAPE Isolators are key to CPO/NPO ramp; multiple customer LTAs to secure isolator capacity

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR EXTERNAL LASER SOURCE (ELS) INTEGRATES LASER AND OPTICS 33 SHAPE  ELS integrates InP lasers, lenses, isolators, TECs, and fiber assemblies  Vertically integrated component portfolio enables faster response to customer requirements  Built on proven transceiver assembly and test processes, with demonstrated manufacturing at scale  Samples delivered to customers InP CW Laser Isolator Thermoelectric Cooler Coupling lenses ELS Fiber Assembly

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR FIBER SOLUTIONS TO GUIDE THE LASER LIGHT 34 GUIDE  US-based design and manufacture of specialty fiber for over 25 years; >300M meters shipped  Polarization-Maintaining Fiber is used in ELS, and between ELS and silicon photonics; Production ready now  Mode-Matched Fiber is a unique, proprietary solution that improves coupling efficiency into edge-coupled silicon photonics  Multi-Core Fiber is used for high-density solutions such as VCSEL-based NPO, CPO, and chip to chip  Executing significant fiber manufacturing capacity expansion to support CPO and NPO Mode-Matched FiberPolarization-Maintaining Fiber Multi-Core Fiber

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR Precision Fiber Assembly SIMPLIFYING PRECISION FIBER INTEGRATION 35 GUIDE FAU and ConnectorFiber-to-Chip Coupling  Prism Micro Lens Arrays and Fiber Guides enable precise, repeatable optical coupling; Production ready now  Fiber Attach Units integrate optical components and fiber into customer-ready assemblies; Production ready Q4CY26  Detachable FAU connectors simplify installation and service; Production ready Q1CY27  Precision Fiber Assemblies simplify deployment and reduce fiber damage; Production ready Q4CY26 Precision-aligned solutions that simplify integration, protect fibers, and improve serviceability Micro Lens Arrays Fiber Guides Fiber Attach Units Detachable FAU Connector

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR Fiber Shuffles REDUCING FIBER COUNT AND IMPROVING FIBER MANAGEMENT 36 GUIDE WDM MultiplexersCirculators  Circulators reduce fiber count by 2x; WDM multiplexers combine multiple wavelengths onto a single fiber  Differentiated long-term reliability due to precision automated alignment, and deep garnet, yttrium vanadate, and precision optical coating expertise  Fiber shuffles organize high density fiber routing, simplifying deployment and reducing fiber breakage  Circulators and WDM components can be integrated into shuffles, ELS, or connectors  All products in production

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR  In-house silicon photonics design with multiple foundries and in-house assembly and test  200G/lane silicon photonics – in production in transceivers  Industry-first 400G/lane silicon photonics MZM demonstrated at OFC 2026 SILICON PHOTONICS MODULATORS AND PHOTODETECTORS 37 212G Eye with Silicon Photonics RECEIVE In-House Designed Silicon Photonics 420G Eye with Silicon Photonics INDUSTRY FIRST

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 38  Integrates silicon photonics PIC, drivers, TIAs, and optical coupling into a 32 x 200G NPO module  Demonstrated at OFC 2026 6.4Tb/s Silicon Photonics NPO Module RECEIVE 2D VCSEL Array NPO Module  Integrates VCSEL, PD arrays, drivers, TIAs, lens array, and lensed fiber array into NPO module  Demonstrated at OFC 2026 OPEN CPX MSA Founder NPO MODULES FOR IMPROVED SERVICEABILITY

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR PHOTONLINK TM INTEGRATED OPTICS SOLUTIONS EXAMPLES 39 GENERATE SHAPE GUIDE RECEIVE CREATE THE PHOTON SHAPE THE SIGNAL GUIDE THE PHOTON DETECT THE PHOTON NPOCPO CHIP TO CHIP

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR ELS integrating InP CW lasers, lenses, isolators, TECs, fiber assembly EXAMPLE 1: CPO SOLUTION WITH EXTERNAL LASER SOURCE 40 6.4Tb/s Silicon Photonics 32 x 200G modulators and detectors FAU integrating PMLA, Fiber Guide, PMF Silicon Photonics/ELS with InP UHP Laser  CPO architecture offers highest density, lowest power consumption solution  End-to-end solution for CPO with ELS and UHP laser  >10 active customer engagements  Coherent content up to $15K per 100T I/O  Anchor customer and LTA secured  Production: Scale out Q4CY26; Scale up 2HCY27 Precision Fiber Assembly

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 41 Silicon Photonics NPO/InP CW Laser  NPO architecture offers enhanced serviceability and architectural flexibility  End-to-end solution for silicon photonics NPO  ELS with InP UHP CW laser; or  Integrated HP CW laser  >10 active customer engagements  Coherent content up to $15K per 100T I/O  Anchor customer and LTA secured  Production ramp 2HCY27 6.4Tb/s Silicon Photonics Socketed NPO 15 Gb/s/mm2 ELS integrating internal InP CW laser, lens, isolator, TEC, fiber assembly EXAMPLE 2A: NPO SOLUTION WITH CW LASER FAU integrating PMLA, Fiber Guide, PMF Precision Fiber Assembly

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR VCSEL 2D Array PD 2D Array Multi-Core Fiber Turning Lens 42 Lensed Fiber Array Heat spreader Substrate Lens Array 2D VCSEL arrays 2D PD arrays Drivers & TIAs 1.2 pJ/bit 12 Gb/s/mm2  VCSEL solution offers lowest power consumption and highest density  1.2 pJ/bit demonstrated, includes lasers, laser drivers, PDs, TIAs  Integrated solutions with VCSEL and PD arrays, drivers, TIAs, optics, and fiber arrays or multi-core fiber NPO Solution with High-Density VCSEL Array NPO Solution with 2D VCSEL Array INDUSTRY FIRST EXAMPLE 2B: NPO SOLUTIONS WITH VCSEL ARRAYS

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 43  As bandwidth between compute and memory scales, optical links will move from the package edge into the package  Multiple chip-to-chip architectures: • ELS with InP UHP lasers or integrated lasers with silicon photonics • High-density VCSEL arrays with array fiber or multi-core fiber  Multiple wavelengths to increase capacity; WDM multiplexers and circulators to reduce fiber  > 5 customer engagements  Deployments ~2029/2030 EXAMPLE 3: CHIP TO CHIP INTERCONNECT Optical Interposer Circulator WDM multiplexers inside ELS WDM mux

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR EXAMPLE CUSTOMER APPLICATIONS FOR PHOTONLINK TM 44 LIGHT SOURCE UHP CW Laser External Laser Module VCSEL Array or CW Laser inside the NPO module; or UHP CW Laser ELS VCSEL Array or CW Laser; or UHP CW Laser ELS CUSTOMER ENGAGEMENT >10 >10 >5 COHERENT CONTENT $ Up to $15K per 100T I/O, 200G lanes Evolving REVENUE TIMING Scale-out Q4CY26; Scale-up H2CY27 H2CY27 2029/2030 NPOCPO CHIP TO CHIP

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Copyright 2026, Coherent. All rights reserved. NYSE I COHR 45 BROADEST PORTFOLIO COMPLETE SOLUTIONS MANUFACTURE AT SCALE GENERATE SHAPE GUIDE RECEIVE CREATE THE PHOTON SHAPE THE SIGNAL GUIDE THE PHOTON DETECT THE PHOTON

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