Viavi Solutions Inc.

NasdaqGS:VIAV 株式レポート

時価総額:US$12.0b

Viavi Solutions マネジメント

マネジメント 基準チェック /34

Viavi Solutionsの CEO はOleg Khaykinで、 Feb2016年に任命され、 の在任期間は 10.25年です。 の年間総報酬は$ 10.60Mで、 8.5%給与と91.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.51%を直接所有しており、その価値は$ 61.14M 。経営陣と取締役会の平均在任期間はそれぞれ10.3年と8.3年です。

主要情報

Oleg Khaykin

最高経営責任者

US$10.6m

報酬総額

CEO給与比率8.49%
CEO在任期間10.3yrs
CEOの所有権0.5%
経営陣の平均在職期間10.3yrs
取締役会の平均在任期間8.3yrs

経営陣の近況

Recent updates

Seeking Alpha May 05

Viavi Solutions: Too Much Data Center Hype, Not Enough Growth In Profitability

Summary Viavi Solutions Inc. surged nearly 500% in a year, driven by AI data center demand for its high-speed optical testing equipment. VIAV's profitability has improved, with adjusted operating margin at 21% and adjusted EPS up 80% y/y, but GAAP EPS remains low due to significant charges. The OSP segment offers more stability and scalability, potentially cushioning VIAV if AI data center demand wanes, while NSE remains highly cyclical. With a forward P/E of 59x and much growth priced in, I am waiting for further profitability improvements or OSP-driven diversification before considering a position. Read the full article on Seeking Alpha
ナラティブの更新 Apr 27

VIAV: Data Center And Defense Hopes Will Ultimately Cap Future Returns

Viavi Solutions' analyst price target has moved from about $31 to about $40, with analysts pointing to expectations for stronger data center and aerospace and defense demand, early contributions from recent acquisitions, and updated assumptions for long term growth, profitability and future P/E. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Viavi Solutions, with analysts updating models for growth, profitability and assumed future P/E.
ナラティブの更新 Apr 08

VIAV: Data Center And Defense Optimism Will Ultimately Restrain Share Returns

Analysts have lifted their Viavi Solutions price targets by up to several dollars to a range that now extends to $36, citing upbeat conversations with management about Data Center and Aerospace & Defense demand, along with early contributions from recent acquisitions. Analyst Commentary Recent research points to a cluster of higher price targets for Viavi Solutions, with bullish analysts citing constructive management meetings and specific end market drivers.
ナラティブの更新 Mar 25

VIAV: Data Center Euphoria Will Challenge Long Term Return Expectations

Analysts have lifted the blended price target on Viavi Solutions by about $3.71 to reflect stronger conviction around growth tied to the data center ecosystem, aerospace and defense demand, and early benefits from recent acquisitions. Analyst Commentary Research coverage around Viavi Solutions has been active, with several firms updating their views and price targets after recent conversations with management and sector events.
新しいナラティブ Mar 17

AI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings Stability

Catalysts About Viavi Solutions Viavi Solutions provides network test, monitoring and optical technologies for data centers, service providers, aerospace and defense customers. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Mar 10

VIAV: Data Center And Defense Demand Plus Acquisitions Will Shape Balanced Outlook

The analyst price target for Viavi Solutions has been raised from $26.07 to $27.21 as analysts highlight support from data center and aerospace and defense demand, along with early contributions from recent acquisitions. Analyst Commentary Recent research updates point to a cluster of higher price targets for Viavi Solutions, with analysts drawing on similar themes around demand trends and the potential impact of acquisitions.
新しいナラティブ Mar 03

AI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence Here

Catalysts About Viavi Solutions Viavi Solutions provides network test, monitoring and optical technologies serving data centers, service providers, aerospace and defense and anti counterfeiting markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 22

VIAV: AI Data Center And Quantum Security Execution Will Shape Balanced Risk Profile

Analysts have lifted their average price targets on Viavi Solutions by several dollars to around $26, citing recent Street research that reflects updated views on valuation assumptions and risk levels rather than major changes to growth or profitability expectations. Analyst Commentary Across recent Street reports, bullish analysts have adjusted their Viavi price targets higher, clustering around the mid 20 dollar range and, in one case, explicitly to $26 from $22.
ナラティブの更新 Feb 08

VIAV: AI Data Center Exposure And Margins Will Shape Balanced Risk Profile

The updated analyst price target for Viavi Solutions has moved from $19.00 to about $26.07. Analysts generally point to revised fair value and profit margin assumptions, along with a modest shift in discount rate and future P/E expectations, as they incorporate a wave of recent target increases across the Street.
分析記事 Jan 30

Viavi Solutions Inc.'s (NASDAQ:VIAV) P/S Is Still On The Mark Following 37% Share Price Bounce

Viavi Solutions Inc. ( NASDAQ:VIAV ) shareholders have had their patience rewarded with a 37% share price jump in the...
ナラティブの更新 Jan 25

VIAV: AI Data Center And Spirent Assets Will Shape Balanced Risk Profile

Narrative Update: Viavi Solutions Analyst Price Target Shift Analysts have lifted their blended price target on Viavi Solutions to about $23, up from roughly $16, citing the revenue and margin impact they see from the Spirent asset acquisition and growing aerospace defense and AI data center exposure. Analyst Commentary Recent price target increases and rating changes on Viavi Solutions reflect a generally constructive stance on the company, with most commentary centered on the Spirent asset acquisition, exposure to AI data centers, and the expanding aerospace defense footprint.
ナラティブの更新 Jan 11

VIAV: AI Data Center And Aerospace Exposure Will Shape Balanced Risk Profile

Narrative Update Analysts have raised their fair value estimate for Viavi Solutions from US$18.43 to US$19.00, reflecting updated assumptions around the Spirent and Inertial Labs acquisitions, along with expected benefits from AI data center and aerospace defense demand. Analyst Commentary Recent Street research on Viavi Solutions highlights a cluster of upbeat views tied to the Spirent and Inertial Labs acquisitions, as well as exposure to AI data centers and aerospace defense.
ナラティブの更新 Dec 14

VIAV: Future AI Data Center Demand And Acquisitions Will Shape Risk Reward Balance

Analysts have raised their price target on Viavi Solutions to $23 from $16, citing the accretive Spirent asset acquisition, increasing exposure to AI data centers and aerospace defense, and the potential for higher revenue growth and margins as key drivers of the upward revision. Analyst Commentary Bullish analysts highlight that the Spirent asset acquisition is not only accretive but also strategically expands Viavi's presence in Ethernet, security, and emulation.
ナラティブの更新 Nov 28

VIAV: Recent Synergistic Acquisitions And AI Exposure Will Shape Risk And Opportunity Balance

Viavi Solutions’ analyst price target has been raised from $16 to $23, as analysts highlight recent synergistic acquisitions and expanding opportunities in AI data centers and aerospace-defense as key factors supporting higher growth and profitability expectations. Analyst Commentary Analysts have provided updated perspectives on Viavi Solutions following its recent acquisitions and renewed momentum in AI-driven markets.
分析記事 Nov 14

Viavi Solutions Inc. (NASDAQ:VIAV) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

Despite an already strong run, Viavi Solutions Inc. ( NASDAQ:VIAV ) shares have been powering on, with a gain of 32% in...
ナラティブの更新 Nov 10

VIAV: Recent Acquisitions And AI Expansion Will Drive Measured Upside And Integration Risk

Analysts have raised their average price target for Viavi Solutions from $14.57 to $18.43. They cite stronger revenue growth expectations, higher profit margins, and recent acquisitions that expand the company's market opportunities.
分析記事 Nov 06

We Think The Compensation For Viavi Solutions Inc.'s (NASDAQ:VIAV) CEO Looks About Right

Key Insights Viavi Solutions' Annual General Meeting to take place on 12th of November Total pay for CEO Oleg Khaykin...
ナラティブの更新 Oct 27

AI Optical Expansion And Acquisitions Will Drive New Market Opportunities

Analysts have increased their price target for Viavi Solutions, raising the fair value estimate from $14.29 to $14.57. This reflects growing optimism on the company’s recent acquisition activity and enhanced AI Optical exposure.
ナラティブの更新 Oct 13

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

Analysts have modestly increased their price target for Viavi Solutions, citing improved growth prospects and potential market expansion from the company's pending acquisition. The fair value has risen from $14.00 to approximately $14.29 per share.
ナラティブの更新 Aug 31

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

Analysts raised Viavi Solutions’ price target to $14.00 following stronger-than-expected data center results and a solid Q4 report, though long-term growth concerns tempered enthusiasm. Analyst Commentary Weaker demand from service provider customers was largely offset by stronger-than-expected results from the data center segment.
ナラティブの更新 Aug 15

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

Analysts remain divided on Viavi Solutions as robust data center growth and solid Q4 results offset softer service provider demand and muted long-term earnings prospects, leaving the consensus price target unchanged at $13.41. Analyst Commentary Bullish analysts cite solid fiscal Q4 performance as supporting a higher valuation.
分析記事 Aug 03

Viavi Solutions (NASDAQ:VIAV) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 05

Viavi Solutions Inc.'s (NASDAQ:VIAV) Price In Tune With Revenues

There wouldn't be many who think Viavi Solutions Inc.'s ( NASDAQ:VIAV ) price-to-sales (or "P/S") ratio of 2.2x is...
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新しいナラティブ May 27

High-Speed Data Centers And Fiber Networks Will Improve Long-Term Prospects

Expansion into hyperscale, cloud, and fiber markets plus strategic acquisitions is broadening Viavi's growth opportunities and long-term revenue potential.

CEO報酬分析

Viavi Solutions の収益と比較して、Oleg Khaykin の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 28 2026n/an/a

-US$55m

Dec 27 2025n/an/a

-US$42m

Sep 27 2025n/an/a

US$15m

Jun 28 2025US$11mUS$900k

US$35m

Mar 29 2025n/an/a

US$5m

Dec 28 2024n/an/a

-US$39m

Sep 28 2024n/an/a

-US$37m

Jun 29 2024US$8mUS$900k

-US$26m

Mar 30 2024n/an/a

-US$4m

Dec 30 2023n/an/a

US$5m

Sep 30 2023n/an/a

US$3m

Jul 01 2023US$9mUS$895k

US$26m

Apr 01 2023n/an/a

US$42m

Dec 31 2022n/an/a

US$77m

Oct 01 2022n/an/a

US$103m

Jul 02 2022US$9mUS$849k

US$16m

Apr 02 2022n/an/a

US$2m

Jan 01 2022n/an/a

US$300k

Oct 02 2021n/an/a

-US$7m

Jul 03 2021US$17mUS$800k

US$68m

Apr 03 2021n/an/a

US$91m

Jan 02 2021n/an/a

US$41m

Oct 03 2020n/an/a

US$42m

Jun 27 2020US$7mUS$800k

US$49m

Mar 28 2020n/an/a

US$15m

Dec 28 2019n/an/a

US$43m

Sep 28 2019n/an/a

US$30m

Jun 29 2019US$7mUS$800k

US$8m

報酬と市場: Olegの 総報酬 ($USD 10.60M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Olegの報酬は増加しましたが、会社は利益を上げていません。


CEO

Oleg Khaykin (60 yo)

10.3yrs
在職期間
US$10,595,839
報酬

Mr. Oleg Khaykin has been the Chief Executive Officer and President of Viavi Solutions Inc. since February 3, 2016. He joined Viavi in February 2016. Mr. Khaykin served as Senior Advisor of Silver Lake/Sil...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Oleg Khaykin
President10.3yrsUS$10.60m0.51%
$ 61.1m
Ilan Daskal
Executive VP & CFO2.5yrsUS$3.97m0.0043%
$ 520.9k
Paul McNab
EVP, Chief Marketing & Strategy Officer11.7yrsUS$1.60m0.0066%
$ 795.2k
Luke Scrivanich
Senior VP and GM of Optical Security & Performance Products13.8yrsUS$1.80m0.017%
$ 2.0m
Gary Staley
Senior Vice President of Global Sales9.3yrsUS$1.85m0.058%
$ 7.0m
Mike Petrucci
Senior VP & Chief Operations Officer1.1yrsデータなしデータなし
Vibhuti Nayar
Director of Investor Relationsno dataデータなしデータなし
Kevin Siebert
Senior VP11.3yrsデータなし0.0086%
$ 1.0m
Petra Nagel
Senior Vice President of Human Resources10.3yrsデータなしデータなし
Pamela Avent
Global Controllerno dataUS$610.42k0.0039%
$ 468.0k
10.3yrs
平均在職期間
60.5yo
平均年齢

経験豊富な経営陣: VIAVの経営陣は経験豊富で経験豊富です(平均在職期間は10.3年)。


取締役

名称ポジション在職期間報酬所有権
Oleg Khaykin
President10.3yrsUS$10.60m0.51%
$ 61.1m
Richard Belluzzo
Independent Chairman21.3yrsUS$422.06k0.069%
$ 8.3m
Donald A. Colvin
Independent Director10.6yrsUS$356.56k0.063%
$ 7.6m
Keith Barnes
Independent Director14.6yrsUS$363.56k0.012%
$ 1.4m
Douglas Gilstrap
Independent Director3.5yrsUS$339.56k0.024%
$ 2.9m
Richard Burns
Independent Directorless than a yearデータなし0.0014%
$ 174.4k
Eugenia Corrales
Independent Directorless than a yearデータなし0.0014%
$ 174.4k
Joanne Solomon
Independent Director4.3yrsUS$339.56k0.032%
$ 3.9m
Laura Black
Independent Director8.3yrsUS$354.56k0.061%
$ 7.3m
8.3yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: VIAVの 取締役会経験豊富 であると考えられます ( 8.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/17 05:00
終値2026/05/15 00:00
収益2026/03/28
年間収益2025/06/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Viavi Solutions Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
James KelleherArgus Research Company
Joseph WolfBarclays
Jeffrey EvensonBernstein