Coherent Corp at JPMorgan Global Technology, Media and Communications Conference Transcript

May 22, 2023 / 02:00PM GMT
Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst

Hi. Good morning, everyone. I'm Samik Chatterjee. I cover hardware companies at JPMorgan. The company presenting next is Coherent, and we have with us Sanja Parthasarathi, who is the Chief Marketing Officer. Sanjai, thanks for making it to the conference.

Questions and Answers:

Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst

I'll start with some of the questions we've been asking as common questions to all of our companies. And the first one is around the macro. And really just to outline your thoughts about as you look to the remainder of the year, where do you see the biggest macro risk to your business?

Sanjai Parthasarathi - Coherent Corp. - CMO

Yes. Thanks, Samik. When we -- macro risk when we talk this morning, so many people have -- everybody has their own view of it. I think from our perspective, we see interest rates and the geopolitical tensions as sort of the two macro factors that we are watching. And I
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