Canlı Haber • Aug 14
Viavi Solutions Unveils First Vertex Channel Emulator for 6G and Wi-Fi 7/8 Testing Viavi Solutions has released Vertex 6.0, described as the industry’s first channel emulator built for next generation 6G and Wi‑Fi 7/8 testing, supporting 400 MHz instantaneous bandwidth and carrier frequencies up to 23.6 GHz.
The platform extends Viavi Solutions’ wireless test portfolio by bringing real‑world RF propagation into lab environments and is designed to handle complex cellular, Wi‑Fi, military and aerospace RF technologies.
Viavi Solutions shares trade at $42.99, with the stock up 136.9% year to date, while the news highlights product activity rather than any immediate market reaction.
This product launch positions Viavi Solutions in early 6G and advanced Wi‑Fi test spending, which can be persistent once customers integrate equipment into their workflows. A key risk is the pace at which 6G and Wi‑Fi 7/8 ecosystems develop and the extent of test budget that Viavi can secure relative to other specialist RF equipment vendors. Duyuru • Aug 12
Viavi Solutions Inc. Announces Enhanced Version of Vertex Channel Emulation Platform VIAVI Solutions Inc. has announced the latest, enhanced version of the Vertex channel emulation platform. With 400 MHz instantaneous bandwidth and support for carrier frequencies up to 23.6 GHz, Vertex 6.0 is the industry's first channel emulator designed for next generation 6G and Wi-Fi 7/8 testing, natively supporting newly defined 6G waveform requirements and surpassing Wi-Fi 7/8 bandwidth requirements. Vertex 6.0 extends VIAVI's wireless portfolio by bringing real-world RF propagation into the lab, complementing the TM500 network emulation platform and TeraVM application and security validation solutions. It is the first Vertex upgrade following VIAVI's acquisition of Spirent Communications plc's high-speed Ethernet, network security and channel emulation testing business. Available in field-replaceable RF modules that integrate seamlessly into an existing 6U Vertex chassis, Vertex 6.0 builds on the 5G FR1/FR2 capabilities of the previous generation and now includes emulation for complex cellular, Wi-Fi, military and aerospace RF technologies. Combined with the VIAVI FR3 MIMO converter and raytracing with Integrated Sensing and Communication (ISAC), the platform acts as a digital twin for RF propagation for use cases including FR3, Wi-Fi 7, AI-RAN and ISAC. Each 6U Vertex chassis supports 36 RF ports, 256 digital links and up to 1.6 GHz of bandwidth. For cellular technologies, the platform supports FR3 bands with up to 1 GHz of bandwidth to meet the increased requirements of 6G networks. This includes multiuser (MU) MIMO with phase alignment and support for both TDD and FDD modes. For Wi-Fi 7/8, it includes native support for 320 MHz and 4096 QAM, supporting 2x2 up to 8x8 configurations. The channel emulator also includes a wide range of modes for land-to-land, land-to-air and air-to-air transmissions, including for anechoic and reverberation OTA chambers, as well as for NTN (LEO, MEO and GEO), mesh, drone and ISAC networks. Reported Earnings • Aug 06
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: US$0.13 loss per share (down from US$0.16 profit in FY 2025). Revenue: US$1.52b (up 40% from FY 2025). Net loss: US$30.4m (down 187% from profit in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 61%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings. Duyuru • Aug 06
Viavi Solutions Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2027 Ending October 3, 2026 Viavi Solutions Inc. provided earnings guidance for the first quarter of fiscal 2027 ending October 3, 2026. For the period, the Company expects net revenue to be between $450 million to $460 million. Canlı Haber • Jul 16
Viavi Wins $1.1M EU Grant for AI 6G Security Testing in SHIELD-6G Project Viavi Solutions has been awarded US$1.1m in funding from the European Smart Networks and Services Joint Undertaking and Horizon Europe to contribute to the SHIELD-6G consortium, using its TeraVM AI RAN Scenario Generator to build digital twins of 6G networks for AI-powered security testing.
The SHIELD-6G project aims to create interoperable, regulatory-compliant security solutions and an AI-based Cyber Threat Intelligence platform that can assess and validate 6G network defenses before commercial rollout, reinforcing Viavi’s role in future network security standards work.
Viavi’s stock trades at US$40.12, with the share price up 121% year to date, while the company now gains additional non-dilutive funding support tied directly to next-generation 6G security R&D.
This funding ties Viavi’s test and measurement technology directly to early 6G security frameworks. It may strengthen the company’s long-run relevance, but it also exposes Viavi to execution and regulatory outcomes of European 6G initiatives. Duyuru • Jul 16
Viavi Solutions Inc. to Report Q4, 2026 Results on Aug 05, 2026 Viavi Solutions Inc. announced that they will report Q4, 2026 results After-Market on Aug 05, 2026 Duyuru • Jul 14
VIAVI Solutions Inc. Receives EUR 1.1 Million Funding To Advance AI-Driven Security Testing For 6G Networks VIAVI Solutions Inc. had been awarded EUR 1.1 million in funding from the European Smart Networks and Services Joint Undertaking and Horizon Europe to advance the SHIELD-6G project. The SHIELD-6G project aims to develop a comprehensive AI-driven Cyber Threat Intelligence (CTI) platform for 6G networks with interoperable security, orchestration and regulatory compliance. VIAVI will develop digital twins using its TeraVM AI RAN Scenario Generator (RSG), enabling AI-driven security models to be developed, tested and validated ahead of the first commercial 6G signal going live. As part of SHIELD-6G, VIAVI will use its AI RSG technology to support advanced security testing of 6G network environments, using AI to simulate, detect and analyze potential threats across the network. This includes generating realistic network datasets that enable intelligent anomaly detection and the continuous refinement of AI-based security mechanisms to ensure that vulnerabilities are identified and addressed before they can be exploited in live networks. SHIELD-6G is part of the highly competitive Horizon Europe SNS JU call to accelerate European 6G research and innovation, which selected 20 new 6G projects. VIAVI joins a European consortium coordinated by University College Dublin, working alongside global industry leaders including Ericsson, Nokia, THALES & THALES SIX, as well as network operators Telefónica and LMT of Latvia, bringing together the full chain of expertise needed to secure 6G networks end to end. Canlı Haber • Jul 12
Viavi Solutions Launches AI-Powered Compact Timing Module for Aerospace and Data Centers Viavi Solutions has introduced the µPNT GDO-1000, an ultra-compact GNSS-disciplined oscillator that uses MEMS technology and proprietary AI and machine-learning algorithms to deliver microsecond-class 24-hour holdover performance for defense, airborne platforms and data centers, with a public showcase planned at the upcoming Joint Navigation Conference.
The GDO-1000 targets applications that are constrained on size and power but still require timing performance that has typically been associated with more expensive atomic-class clocks. This could make Viavi more relevant in aerospace and other precision timing use cases.
Viavi Solutions shares trade at US$43.08, with the stock up about 137.4% year to date, reflecting strong recent investor interest in the company ahead of broader commercial adoption of the new timing module.
This kind of product broadens Viavi’s timing portfolio, but the commercial impact will depend on design wins in defense and data center projects and on how pricing compares with established atomic clock suppliers. Canlı Haber • Jun 28
Viavi Solutions Debuts Ultra Ethernet Platform Targeting AI Data Center Validation Viavi Solutions launched what it describes as the industry’s first Ultra Ethernet Transport validation platform for AI data centers, a GPU‑free system that emulates large‑scale AI workload traffic using the Ultra Ethernet Consortium stack.
The platform targets hyperscalers, cloud and neocloud operators, and network equipment makers, offering granular testing of congestion control, packet trimming and load balancing before customers commit to full-scale AI fabric deployments.
Viavi Solutions shares trade at $47.63, with the stock up 162.4% year to date.
This launch pushes Viavi Solutions deeper into AI data center infrastructure testing, an area tied directly to ongoing AI build‑outs at large cloud providers. The partnership with Hewlett Packard Enterprise provides an established channel and technical ally, although the eventual impact depends on how quickly hyperscalers adopt Ultra Ethernet–based fabrics and how Viavi converts early collaboration into repeat, high-value testing contracts. Duyuru • Jun 23
VIAVI Solutions Inc. Launches Ultra Ethernet Transport Validation Solution For AI Fabrics VIAVI Solutions Inc. announced the launch of the industry's first Ultra Ethernet Transport validation solution for AI fabrics, bringing powerful traffic generation and analysis capabilities to hyperscalers, cloud and neocloud providers, as well as network equipment manufacturers across the broader Ultra Ethernet ecosystem. The new GPU-free, full-fidelity offering for VIAVI TestCenter is designed to accelerate the rollout of next-generation high-speed AI networks through the validation of scale-out and scale-up AI back-end networks using the Ultra Ethernet Consortium's Ultra Ethernet Stack. The Ultra Ethernet Stack is purpose-built for large-scale AI and High-Performance Computing workloads, with UEC 1.0 introducing a new UET protocol that delivers advanced congestion control and massive scalability to accelerate multi-vendor adoption of Ethernet as a primary transport for AI fabrics. VIAVI's UET validation solution enables customers to ensure that their AI fabrics deliver the required performance and resiliency without the cost and complexity of deploying dedicated GPU infrastructure. The solution emulates the transport layer of UET, replicating realistic, stateful AI traffic patterns at scale, including reliable ordered and unordered delivery (ROD/RUD), packet trimming, congestion control and dynamic multipathing. It also supports full-fidelity emulation of AI workloads, such as collective communications (CCL) and large language model (LLM) flows. In addition, the platform enables comprehensive validation of load-balancing mechanisms across the AI fabric, including ECMP, packet spraying and flowlet switching. Duyuru • Jun 18
VIAVI Solutions Inc. Xgig PCIe 6.0 Platform Receives PCI-SIG Gold Suite Acceptance For Link And Transaction Protocol Compliance Testing VIAVI Solutions Inc. announced that its Xgig platform for PCI Express (PCIe) 6.0 specification testing has achieved Gold Suite acceptance from PCI-SIG. This recognition enables the platform to be used for PCIe 6.0 link and transaction protocol compliance testing at PCI-SIG compliance workshops worldwide. Products that successfully pass PCIe compliance testing are added to the PCI-SIG Integrators List, giving buyers and system integrators a verified reference of interoperable, standards-compliant components. With Gold Suite acceptance, the VIAVI Xgig PCIe 6.0 platform is now authorized to support compliance testing in preparation for PCI-SIG compliance, helping accelerate interoperability across next-generation PCIe technology ecosystems. The VIAVI Xgig PCIe 6.0 platform builds on a proven multifunction architecture, integrating protocol analysis, traffic generation and error injection within a unified system. Designed for flexibility and scalability, the platform supports advanced debug, validation and compliance workflows required for next-generation PCIe devices and systems. Canlı Haber • Jun 18
Viavi Solutions Stock Draws Attention With 5G NTN Testing Expansion and S&P MidCap 400 Inclusion Plans Viavi Solutions announced a partnership with Square Peg Communications focused on testing for 5G non-terrestrial networks, combining satellite channel emulation with Viavi’s wireless test and automation capabilities to support integrated terrestrial-satellite deployments.
The company is preparing to join the S&P MidCap 400 index after June 22, 2026, a change that is often associated with higher attention from index-linked and institutional investors.
Viavi Solutions recently completed a large secondary equity offering, using the proceeds primarily to repay a US$450 million Term Loan B. This coincided with S&P Global Ratings upgrading its issuer credit rating to BB and was followed by a 6.8% share price decline.
The combination of 5G NTN test expansion and planned index inclusion indicates that Viavi Solutions is positioning itself more visibly across telecom, defense and data center markets while at the same time prioritizing debt reduction through fresh equity capital.
Investors may want to weigh the potential benefits of a stronger balance sheet and increased index presence against the impact of recent equity dilution and the market’s mixed near-term reaction. Duyuru • Jun 15
Viavi Solutions Inc. Launches Tetra Ms Base Station Simulator Option for Cx300 to Simplify and Speed Mission-Critical Radio Testing VIAVI Solutions Inc. has announced a TETRA MS radio base station simulator option for its field-portable CX300 communications service monitor. The upgrade enables full testing without placing radios in T1 test mode, streamlining and accelerating validation of mission-critical communication systems. TETRA (terrestrial trunked radio), a global open standard for voice and data communications developed by the European Telecommunications Standards Institute (ETSI), operates independently of commercial cellular networks. It has been widely adopted by emergency services, government agencies and industries such as transport for its resilience, fast call setup, built-in high security encryption, group-voice push-to-talk calling, and direct device-to-device communications through Direct Mode Operation (DMO). The TETRA MS upgrade is available via a software-keyed option on the CX300 and requires no additional hardware. It enables the full testing of TETRA MS radios, including transmitter parametric measurements (power profile, RF power, carrier frequency offset, burst timing, modulation accuracy), call processing and receiver BER/MER loopback without requiring the radio under test to be placed in T1 test mode. VIAVI provides migration support for existing users of the legacy 3920B platform. The CX300 supports the testing of all major LMR/PMR protocols including TETRA, P25, DMR (MOTOTRBO) and NXDN. The device integrates spectrum analysis, signal generation and analysis, cable and antenna analysis, 2-port 1 path VNA, power measurement, audio analysis and VIAVI AutoTest automated alignment. Canlı Haber • Jun 10
Viavi Solutions Expands AI Test Tools and Advances 5G Non-Terrestrial Network Validation Viavi Solutions launched AI Experts, the first expansion of its NITRO AI portfolio, embedding task-focused AI agents into core wireless testing platforms like OneAdvisor 800, TM500 and TeraVM to automate configuration, analysis and reporting.
The company introduced an ultra-compact GNSS-disciplined oscillator aimed at timing-critical applications, broadening its offering in precision timing solutions.
Viavi completed a US$500 million equity offering primarily to repay its Term Loan B, simplifying its capital structure, and separately partnered with Square Peg Communications to advance testing for emerging 5G non-terrestrial networks.
Together, these updates point to a focus on AI-driven automation, product breadth in test and measurement, and balance sheet simplification at a time when customers are under pressure to validate increasingly complex wireless and satellite-linked 5G networks quickly.
Investors may want to pay particular attention to how demand for AI-enabled test tools and 5G non-terrestrial network validation solutions develops relative to ongoing risks tied to wireless and telecom spending cycles. Duyuru • Jun 04
Viavi Solutions Inc Announces Ai Experts as Addition to Nitro Ai Portfolio Viavi Solutions Inc. announced AI Experts, the first addition to the NITRO AI portfolio of AI-driven capabilities. Each Expert provides product-specific intelligence directly into a Viavi platform, delivering contextual guidance, automated workflows and diagnostic precision in the field and the lab. AI Experts contain a curated set of 'agents,' task-specific AI-driven execution units that automate configuration, analysis, diagnostics and reporting within their functional domain. The OneAdvisor 800 Wireless AI Expert delivers contextual guidance based on deep domain knowledge spanning wireless standards, industry best practices, instrument functionality and real-world signal behavior. By providing answers that are specific to the situation directly on the instrument, it enables engineers to validate faster and with greater accuracy. The TM500 AI Expert and TeraVM AI Expert shorten the time from lab provisioning to validated results by assisting engineers with test setup and configuration, diagnostic triage and real-time awareness of complex test topologies. This enables a reduction in manual effort during many time-consuming tasks and helps engineering teams meet increasingly aggressive development timelines. AI Experts for OneAdvisor 800 Wireless, TM500 and TeraVM are available now, enabling teams to adopt and expand AI capabilities incrementally. Additional AI Experts across the wider Viavi portfolio will be introduced over time. Canlı Haber • Jun 03
Viavi Solutions Delivers Strong Q3 With AI and Defense Demand Following Spirent Acquisition Viavi Solutions reported fiscal Q3 2026 results that topped Zacks revenue and earnings estimates, with its Network and Service Enablement segment posting a 54.4% year-over-year revenue increase helped by AI data center demand and Spirent assets contributing about US$200 million in annual revenue run rate.
The company completed a roughly US$500 million stock offering at around US$45 per share, primarily to repay the remaining US$450 million Term Loan B balance, with the rest earmarked for working capital.
Viavi launched new products focused on AI and precision timing, including the CyberFlood CF1000 security and performance test appliance for 400G AI infrastructure and the µPNT GDO-1000 GNSS-disciplined oscillator aimed at defense, unmanned systems, data centers, and communications gear.
Taken together, stronger Q3 results, balance sheet de-leveraging, and a focus on AI-centric and defense-oriented test and timing products point to a company leaning into areas where customer demand is currently concentrated.
You should watch how efficiently Viavi integrates the Spirent assets and deploys the equity capital, since execution on these fronts will influence margins, earnings quality, and how the higher share count affects per-share metrics. Duyuru • Jun 02
VIAVI Solutions Inc. Launches µPNT GDO-1000 GNSS-Disciplined Oscillator In M.2 B-Key Form Factor VIAVI Solutions Inc. has announced the launch of the µPNT GDO-1000, a new GNSS-disciplined oscillator built in the M.2 B-key form factor. Measuring just 22mm x 42mm, the size of a postage stamp, and weighing less than 4 grams, the GDO-1000 is designed for platforms requiring accurate timing in places where traditional timing modules do not fit or are too power-hungry, including defense and airborne platforms, unmanned systems, data center cards and communications equipment. The µPNT GDO-1000 addresses these challenges through a unique combination of capabilities: Dual-frequency L1/L5 GNSS reception with microsecond-class 24-hour holdover, enabling precise, resilient timing in compromised conditions. The M.2 B-key form factor drops into modern compute platforms, time appliance cards and embedded systems without custom mechanical design, all while drawing approximately half a watt. Patented AI and ML algorithms developed by the Jackson Labs team, now part of VIAVI, predict and compensate for oscillator behavior across environmental conditions. The Micro-Electro-Mechanical Systems (MEMS) oscillator delivers better thermal stability across the full military temperature range than traditional quartz Oven Controlled Crystal Oscillators (OCXOs), with sustained phase noise and Allan Deviation performance under vibration and shock. Accepts an external 1PPS input, allowing it to be disciplined by M-Code GPS, alternative navigation sources, or other external references without hardware modification. Multiple 1PPS and low-phase-noise 10MHz coaxial inputs and outputs for system integration flexibility, despite its miniature size. The GDO-1000 will be on display at VIAVI Booth 407 at the 2026 Joint Navigation Conference from June 1-4 at the Northern Kentucky Convention Center. As part of the event technical program, Lisa Perdue and Nino De Falcis of VIAVI will speak about a New Cesium-Less ePRTC Solution to Provide Timing for Homeland Critical Infrastructure. Duyuru • May 21
Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million. Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 11,111,111
Price\Range: $45
Discount Per Security: $1.35 Duyuru • May 20
Viavi Solutions Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Viavi Solutions Inc. has filed a Follow-on Equity Offering in the amount of $500 million.
Security Name: Common Stock
Security Type: Common Stock Duyuru • May 06
Viavi Solutions Inc Announces Launch of Cyberflood Cf1000 Appliance Viavi Solutions Inc. has announced the launch of its next-generation CyberFlood CF1000 Appliance, a native 400G security and application performance test platform for the validation of multi-terabit security and AI data center infrastructures at scale. Developed for network equipment vendors, hyperscale data center operators and service providers, the CyberFlood CF1000 enables OSI Layer 4-7 validation of critical infrastructure under real-world encrypted and dynamic mixed traffic conditions including Next-Generation Firewalls (NGFWs), Application Delivery Controllers (ADCs), DDoS mitigation systems, VPN gateways, zero-trust architectures and AI inference fabrics. By bringing together massive-scale encrypted traffic generation, continuous threat vector emulation, quantum-safe cryptography validation and AI inference workload emulation on a single platform, CF1000 eliminates the validation gaps inherent in traditional test systems. The CF1000 Appliance delivers native 400G security testing in a compact 2RU form factor, with support for four 400G OSFP ports and eight 100G QSFP28 ports, enabling up to 1.2Tbps of real-world application traffic testing without the need for an external switching infrastructure. Designed to validate today's encrypted traffic demands at scale and help organizations prepare for increasingly encrypted networks and emerging quantum-era threats, the platform provides industry-leading Transport Layer Security (TLS) performance, supporting more than 500Gbps of encrypted throughput and up to 800,000 TLS v1.3 connections per second. In addition, CF1000 extends CyberFlood's capabilities with highly scalable AI inference traffic emulation, enabling realistic testing of large language model (LLM) performance and AI-driven application workloads at terabit scale. This allows customers to evaluate end-to-end AI inference infrastructure and LLM application performance, and to assess critical trade-offs between cost efficiency and user experience. Recent Insider Transactions • May 05
Independent Chairman recently sold US$2.7m worth of stock On the 4th of May, Richard Belluzzo sold around 51k shares on-market at roughly US$53.30 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by US$3.5m. Buy Or Sell Opportunity • Apr 30
Now 34% overvalued after recent price rise Over the last 90 days, the stock has risen 114% to US$52.40. The fair value is estimated to be US$39.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Meanwhile, the company became loss making. Duyuru • Apr 16
Viavi Solutions Inc. to Report Q3, 2026 Results on Apr 29, 2026 Viavi Solutions Inc. announced that they will report Q3, 2026 results After-Market on Apr 29, 2026 Duyuru • Apr 14
Viavi Solutions Inc Announces Recognition of TTworkbench and TestCenter M1 Appliance as Avnu Certification Test Tool Viavi Solutions Inc. announced that its TTworkbench gPTP test suite and TestCenter M1 Appliance have been recognized as an IEEE 802.1AS Avnu Certification Test Tool solution under the Avnu Alliance Time-Sensitive Networking Component Certification Program. The solution will be showcased at the Avnu Alliance Plugfest, which takes place April 20–24 in London. With this recognition, Viavi expands the portfolio of Avnu Certification Test Tool available to device manufacturers, silicon providers and Avnu-recognized test laboratories validating conformance for Time-Sensitive Networking protocols. The Certification Test Tool enables customers to validate against Avnu conformance test plans and ensure interoperability across complex, multi-vendor Time-Sensitive Networking ecosystems. Viavi's Certification Test Tool helps customers streamline component certification within the Avnu Alliance ecosystem by consolidating validation into a single, integrated workflow. The solution reduces complexity, accelerates certification timelines and enables more efficient multi-vendor interoperability testing as certification needs evolve. The Avnu Alliance Component Certification Program supports standardized conformance validation and interoperability assurance across Time-Sensitive Networking-enabled devices, helping reduce ecosystem fragmentation as adoption grows in automotive, industrial, professional audio, aerospace and defense, and other time-sensitive networking applications. Buy Or Sell Opportunity • Mar 25
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 104% to US$37.27. The fair value is estimated to be US$30.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Price Target Changed • Mar 18
Price target increased by 14% to US$30.93 Up from US$27.21, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$32.44. Stock is up 185% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.16 last year. Duyuru • Mar 18
Viavi Solutions Inc Announces Observer Threat Forensics Solution With Advanced Retrospective Analysis Viavi Solutions Inc. announced its Observer Threat Forensics solution with an advanced retrospective analysis capability. Observer Threat Forensics will be showcased at VIAVI's booth N5484 at the RSA Conference from March 23-26 in San Francisco, CA. Observer Threat Forensics is built on VIAVI's heritage in network operation management, combined with secure network infrastructure and threat intelligence powered by CrowdStrike. It brings together packet insights, flow data and log telemetry into a unified NetSecOps workflow, as well as retrospective forensic capability. Additionally, the platform unites site, application, network and UC views into a simple, easy-to-read user dashboard that gives a complete view of the organization's end-user experience, as well as performance issues and their root causes. In the State of the Network study from VIAVI, 79% of the 750 responding CIOs and CISOs wanted convergence, believing the existing siloed model was ill-suited to modern networks and lacked key visibility, which could introduce risk. However, just 27% of the organizations surveyed have started to make the move. VIAVI will be demonstrating Observer Threat Forensics at the RSA Conference as part of its solution portfolio across the NetSecOps lifecycle, from pre-deployment security and performance validation to live threat forensics. Chris Labac and Yury German, Senior Product Manager, will present NetSecOps: Network Visibility for Stronger Security and Performance at the RSAC Insights Theater at 1:30 PM PT on March 24. VIAVI will also showcase CyberFlood security and network application performance testing at its booth. Price Target Changed • Mar 13
Price target increased by 10% to US$28.79 Up from US$26.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$29.97. Stock is up 174% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.16 last year. Duyuru • Mar 12
Viavi Solutions Inc. Launches TestCenter D2 1.6T Appliance to Accelerate AI Infrastructure Rollouts Across Hyperscale and Cloud Data Center Environments Viavi Solutions Inc. has announced the launch of its next-generation TestCenter D2 1.6T Appliance designed to help cloud providers, hyperscalers, neoclouds and network equipment manufacturers accelerate the rollout of 1.6T Ethernet networks. The D2 appliance is the latest addition to VIAVI's comprehensive portfolio of advanced L0-7 PHY validation, AI fabric and network test solutions. The shift from 800G to 1.6T deployments for AI backend infrastructure is expected to begin in earnest this year. Additionally, cloud providers are transitioning toward larger and more diverse AI clusters. High-speed Ethernet continues to gain momentum as the preferred fabric for AI infrastructure due to its scalability, interoperability and rapid innovation pace. The TestCenter D2 1.6T Appliance is among the first test platforms created specifically for 1.6T networks running AI workloads and deployed in multi-vendor environments. It gives the user the ability to validate performance, scale, robustness and reliability in cutting-edge high-speed Ethernet networks. Featuring scalable traffic capacity, industry-leading performance, traffic generation and analysis capabilities, the TestCenter D2 1.6T Appliance helps network managers shorten development cycles, improve efficiency and ensure networks are ready for the massive data-intensive demands of AI-driven applications. In addition to supporting the latest 1.6T Ethernet technologies, the TestCenter D2 1.6T Appliance implements multi-rate operations for a wide range of next-generation network architectures. The platform also delivers extremely high traffic capacity to help customers validate network performance at full scale, including for AI workload emulation. It has been designed with the unique needs of AI data centers in mind, enabling users to replicate a multitude of large-scale, real-world CCL AI workloads to ensure reliability, efficiency and performance before deployment. Expanded support is also available for advanced optics and emerging interconnect technologies, ensuring customers can test a wide range of new modules and configurations as the ecosystem evolves. The TestCenter D2 1.6T Appliance will be showcased at VIAVI's booth 1239 at OFC 2026 from March 17-19 in Los Angeles, CA. It has received a 4.0 score in the 2026 Lightwave Innovation Reviews. Duyuru • Mar 10
Viavi Solutions Inc Has Announces the Launch of A New Next-Generation Fiber Test Head for Distributed Acoustic Sensing (FTH-DAS) to Enhance Their NITRO Fiber Sensing Solution Viavi Solutions Inc. has announced the launch of a new next-generation fiber test head for distributed acoustic sensing (FTH-DAS) to enhance their NITRO Fiber Sensing solution. The FTH-DAS is a true-phase DAS interrogator with embedded AI and machine learning (ML) engine. Designed for the network edge, the FTH-DAS interrogator enables multi-event detection and localization with real-time event classification across multiple fibers directly on the device. DAS fiber sensing uses traditional optical fibers as a continuous microphone to detect and locate damage and potential threats over long distances. The number of applications for DAS technology has risen significantly in recent years, and now includes threat identification for data centers and telecom network cables, security surveillance of borders and sensitive perimeters, as well as monitoring of critical infrastructure ranging from identifying pipeline leaks to detecting undersea power cable wear. VIAVI's AI/ML event detection and classification models have been developed based on decades of historical data. The tools and models are run and automatically updated at the edge on the FTH-DAS without the need for external, remote and centralized processing or manual intervention. The AI/ML engine analyzes data in real time from the fiber links under test, allowing minimal commissioning time while enhancing event identification, classification and tracking over time. Continuous, scalable model adaptation is implemented for automatic improvement in a private or VIAVI-managed cloud-based ecosystem. The true-phase DAS adopts a VIAVI-patented phase-stepping interferometry technique to recover the optical phase from Rayleigh backscatter. Beyond just detecting disturbances, this approach allows for true measurements of physical quantities such as strain, vibration amplitude, frequency and true acoustic power. Results are repeatable, objective and comparable across deployments, enabling applications beyond simple event detection and allowing robust ML training and inference. New Risk • Mar 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$14m sold). Duyuru • Mar 03
Viavi Solutions Inc Showcases Advanced Technologies For Validation Of Next Generation AI Fabrics Viavi Solutions Inc. showcased advanced technologies for the validation of next generation AI fabrics at scale at Optical Fiber Communication (OFC) 2026 from March 17-19 at the Los Angeles Convention Center. The evolution of AI, security and high-speed photonics have converged to force a change in validation and optimization strategies. At booth 1239, Viavi Solutions Inc. will highlight its latest solutions designed to help customers meet the challenges of modern AI interconnects, ensuring that tightly coupled high-performance systems maintain required throughput, reliability and scalability. Demonstrations will include 1.6T Ethernet, transceiver, connectivity and silicon photonic manufacturing solutions, PCIe over optics, automated network test, and fiber sensing. Viavi Solutions Inc.'s ONE LabPro and TestCenter platforms for OSI L0-3 traffic generation and analysis will be showcased, alongside the recently announced hollow-core fiber test solution and DCX-700 optical loss test set for testing up to 24 fibers simultaneously. Highlighting the need for collaboration within the ecosystem, many of these demonstrations will be run in partnership with the Ethernet Alliance and the Fiber Optic Center. Interoperability demonstrations featuring next-gen Ethernet technologies will be presented in collaboration with Amphenol, Celestica and other industry partners. In addition, three new technologies will be unveiled at OFC 2026: New INX 700 probe microscopes featuring a more powerful battery system for uninterrupted, automated inspection of single and multifiber connectors. The new models are specifically engineered for hyperscale data centers, where long battery life and inspection speed are critical. The industry's first high-density OSFP test platform to validate the interoperability, latency and power efficiency for next-generation 1.6T Ethernet infrastructure, delivering full line-rate performance for AI, cloud and hyperscale environments. A new distributed acoustic sensing product with real-time edge-based AI and machine learning capabilities. On Monday, March 16 from 1:30 – 5:30 PM PT, Viavi Solutions Inc. will be hosting a workshop on distributed fiber optic sensing for communication networks and infrastructure applications. On Wednesday, March 18 from 2:30 – 3:30 PM PT in Expo Theatre II, Viavi Solutions Inc. will join a Lightwave panel discussion on how optical technologies such as hollow core fiber redefine data center interconnection (DCI). OFC 2026 follows shortly after the Lightwave Innovation Awards. For the tenth year in a row, Viavi Solutions Inc.'s industry and technological leadership were recognized. Six solutions received awards, including the Viavi Solutions Inc. ONE LabPro ONE-1600ER, TestCenter 1.6T Platform and A3 400G Appliance, mFVU-3000, DCX 700 and OneExpert Fiber. Buy Or Sell Opportunity • Mar 02
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 101% to US$35.35. The fair value is estimated to be US$29.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Recent Insider Transactions Derivative • Feb 26
Independent Director notifies of intention to sell stock Donald A. Colvin intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of February. If the sale is conducted around the recent share price of US$29.21, it would amount to US$730k. Since September 2025, Donald A.'s direct individual holding has decreased from 188.52k shares to 172.05k. Company insiders have collectively sold US$37m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Feb 24
VIAVI Solutions Inc. Speeds Multifiber Certification with Optical Loss Test Set for Testing Up to 24 Fibers Simultaneously VIAVI Solutions Inc. has announced the DCX 700 tier 1 optical loss test set for testing up to 24 fibers simultaneously. Building on years of experience in multifiber testing and designed to meet the fast-evolving needs of data centers, it helps simplify and accelerate multifiber certification for high-density fiber environments. The multifiber tester is available with native support for 12-, 16- and 24-fiber configurations to streamline operations, eliminate the need for Y-cables and complex reference steps, and increase the number of certifications per shift. Additionally, its highly intuitive and automated workflow allows for one-cord referencing to simplify setup, prevent errors and reduce training time for new technicians. The DCX 700 supports tier 1 certification in line with relevant industry standards for data center fiber infrastructure. Additional features include the use of modular adaptors, which enable the DCX 700 to operate with both current and future connectivity types. A highly rugged design incorporates an extended-life battery for full-day use. The DCX 700 adds to VIAVI's strong portfolio of multifiber test solutions, which also includes the new INX™? 700 probe microscopes. The new INX 700 probe microscopes share a more powerful battery system with the DCX 700 for uninterrupted, automated inspection of single and multifiber connectors. The new models are specifically engineered for hyperscale data centers, where long battery life and inspection speed are critical. Duyuru • Feb 18
VIAVI Solutions Inc. Highlights Importance of Trusted Partner Collaboration in AI Era and Outlines Core Solution Areas for Communications and Networking At MWC Barcelona VIAVI Solutions Inc. has announced its demonstration lineup for Mobile World Congress (MWC) Barcelona 2026, which takes place March 2-5. At VIAVI's booth 5B18, VIAVI will showcase its latest network testing, automation and intelligence solutions, with technology demonstrations across security and quantum-safe communications, AIOps, the AI data center, and 6G /AI-RAN. VIAVI will also host a live digital twin use case demonstration from the stand each day at 4 PM CET, which will highlight how all solution areas featured at the booth integrate into a complete end-to-end digital twin. More than 30 demonstrations across five core solution areas will be featured at the VIAVI booth. These include deep dives into the digital twin technologies required to train AI-RAN algorithms for 6G, AI data center scale up /scale out validation, assured Position, Navigation and Timing (APNT), Non-Terrestrial Network (NTN) testing and performance verification, and optimization for PQC/QKD. VIAVI's new ePRTC360+™?, the only non-Cesium holdover clock to maintain 100 ns accuracy in GNSS-denied environments, will also be on display. As technology domains converge, partnerships become even more critical. In collaboration with more than 20 partner organizations, VIAVI will highlight additional demonstrations, including Agentic AI-RAN digital twins,ray-tracing-based lab testing of real-world UE behavior and ISAC applications for disaster monitoring. These collaboration include the AI-RAN Alliance, Amphenol, AWS, Calnex, Ericsson, GlobalLogic, Infosys, ITRI, Nokia, NVIDIA, R Systems, Rohde & Schwarz and more. Duyuru • Feb 17
VIAVI Solutions Inc. Launches Cesium-less ePRTC360+ Enhanced Primary Reference Time Clock as Alternative to Cesium-Accuracy Holdover Clock VIAVI Solutions Inc. has launched the patent-pending Cesium-less ePRTC360+™? holdover solution to safeguard at-risk critical power grids, transportation, aviation and public safety systems, 5G mobile networks and AI data center infrastructure against the increased threat of GNSS timing disruptions. It is the only alternative to Cesium clocks to meet ITU-T G.8272.1 standards. The international ITU-T G. 8272.1 standard stipulates that Enhanced Primary Reference Time Clock (ePRTC) holdover must have short-term drift of less than 30 ns when entering into holdover and a long-term drift of less than 100 ns over 14 days, all traceable to UTC. Previously achieved only by Cesium atomic clocks, VIAVI's ePRTC360+ now also meets this standard. The ePRTC360+ has been successfully tested across a range of live-sky defense and commercial jamming/spoofing environments, and has been integrated into VIAVI's SecurePNT™? 6200 product series. The technology can maintain 100 ns accuracy during GNSS-denied threats through the resilient altGNSS GEO-L service with no time limit. It also combines an augmented VIAVI SecureTimeSM GEO anti-jamming antenna and an enhanced GNSS anti-spoofing antenna that also receive eGNSS GEO service with GPS/GNSS-NMA authentication for spoofing detection and mitigation. Unlike conventional GNSS omni-directional signals, which can be drowned out by low-power interference, VIAVI's exclusive and GNSS-independent GEO-L service leverages encrypted and highly directional L-band signals transmitted from geostationary satellites. Coupled with the augmented VIAVI SecureTime GEO antenna, the altGNSS GEO- L-band signals transmitted from Geostationary satellites. Cou coupled with the augmented VIAVI secureTime GEO antenna, the AltGNSS GEO-L Service provides enhanced anti-jamming protection and a resilient timing reference for the ePRTC360+'s internal Rubidium holdover oscillator and enables smooth multi-orbit source switchover, even when primary GNSS requirements are jamming or subject to sophisticated meaconing attacks. The affordability of ePRTC360+ clocks compared to Cesium clocks enable operators to deploy them beyond the core and across the network. They also complement non-RF Cesium clocks at the core. This boosts end-to-end sync network robustness and holdover reliability through meshed network PTP feeds as backup between the clocks, especially in case of local or regional jamming and/or spoofing threats. In addition, the ePRTC360+ addresses constraints posed by the use of Cesium clocks for holdover timing. These include sensitivity to shock, delicate and multi-stage startup procedures that take days to complete, the need for ECCN 3A001.i licenses for export, long GNSS learning period of up to 40 days, as well as strict shipping and storage protocols. In addition, Cesium tubes need to be replaced approximately every seven years, and the disposal of Cesium clocks are classified as a hazard due to their material content. The ePRTC360 + eliminates these hurdles and has been designed for rapid and easy integration into any vendor's grandmaster clock system. It enables operators to meet stringent ePRTC requirements while reducing total cost of ownership. The ePRTC360®? will be demonstrated for the first time at VIAVI's Stand 5B18 at Mobile World Congress (MWC) Barcelona 2026, which takes place March 2-5 in Barcelona, Spain. Recent Insider Transactions • Feb 04
Senior Vice President of Global Sales recently sold US$1.1m worth of stock On the 3rd of February, Gary Staley sold around 44k shares on-market at roughly US$25.87 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Feb 03
Senior Vice President of Global Sales notifies of intention to sell stock Gary Staley intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$25.83, it would amount to US$588k. Since March 2025, Gary's direct individual holding has increased from 163.21k shares to 223.19k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Jan 29
Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2026 results: US$0.21 loss per share (down from US$0.041 profit in 2Q 2025). Revenue: US$369.3m (up 36% from 2Q 2025). Net loss: US$48.1m (down US$57.2m from profit in 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance. Duyuru • Jan 29
Viavi Solutions Inc. Provides Earnings Guidance for the Third Quarter Ending March 28, 2026 Viavi Solutions Inc. provided earnings guidance for the third quarter ending March 28, 2026. For the third quarter, the Company expected net revenue to be between $386 million to $400 million. Buy Or Sell Opportunity • Jan 28
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to US$21.03. The fair value is estimated to be US$17.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 1,165% in the next 2 years. Duyuru • Jan 15
Viavi Solutions Inc. to Report Q2, 2026 Results on Jan 28, 2026 Viavi Solutions Inc. announced that they will report Q2, 2026 results After-Market on Jan 28, 2026 Duyuru • Jan 14
VIAVI Solutions Inc. Expands Edge Monitoring Platform with New Sensor Options to Meet Diverse Private Network Assurance Operating Environments VIAVI Solutions Inc. announced enhancements to its XEdge cloud-based edge monitoring and assurance platform with new sensors that strengthen data collection capabilities for private 4G, 5G and Wi-Fi networks at the edge. Designed to provide continuous visibility into device connectivity and network performance, XEdge combines unattended edge sensors, centralized cloud dashboards and automated analytics. The enhanced XEdge portfolio now supports multiple complementary sensor types, allowing customers to scale deployments according to monitoring needs, site density and operational constraints: XEdge v2, the latest evolution of the original XEdge sensor, is a portable, multi-carrier unit designed for comprehensive monitoring. Supporting up to four cellular modems, XEdge v2 enables high-capacity data collection for continuous monitoring, walk tests and drive tests in complex private network environments. XEdge Lite is a compact sensor designed for fixed installation and dense or distributed placement. Supporting a single cellular modem, it enables targeted, always-on monitoring across private networks. XEdge Lite is available in a standard form factor or with an enclosure suitable for harsh indoor and outdoor environments, including IP67-rated deployments. The portfolio will continue to expand with mobile, on-demand data collection using compatible devices, extending visibility into real-world user experience and localized network conditions. All sensors are operated through the XEdge Controller and support the same testing scenarios. XEdge is designed as an unattended system requiring minimal daily management and no specialized network expertise. The platform supports remote control, automated 24/7 monitoring, customizable reporting and multi-site scalability, making it suitable for enterprises, system integrators and private network operators seeking continuous insight into edge performance and SLA compliance. The enhanced XEdge platform will be on display at VIAVI's Stand 5B18 at Mobile World Congress 2026 from May 2-5 and at Critical Communications World 2026 from June 16-18. Duyuru • Jan 08
Viavi Solutions Inc. Introduces Augmented Reality Solution for Visualizing Radio Frequency Signals in Real Time VIAVI Solutions Inc. announced the integration of RF Viewer, a new Augmented Reality (AR) solution, into its OneAdvisor 800 Wireless test platform. Designed to address telecommunications, network deployment, smart building design and RF safety assessments, RF Viewer enhances how users perceive and interact with radio frequency (RF) signals in their physical environments. Developed in close collaboration with Verizon Wireless, RF Viewer provides intuitive, real-time visibility of RF emissions by overlaying signal strength data directly onto a live video feed. This innovative approach enables users to easily and accurately identify the location, intensity and distribution of RF signals, transforming complex RF analysis into a visually accessible experience. Key features of RF Viewer include live AR overlays of RF signal strength and distribution, real-time diagnostics for troubleshooting and optimization, as well as a user-friendly interface for both professionals and non-experts. RF Viewer adds new capabilities to the VIAVI OneAdvisor 800 Wireless, an integrated solution that addresses diverse testing requirements across industries. Equipped with a comprehensive feature set from spectrum analysis to interference detection and transport network validation, OneAdvisor 800 Wireless helps optimize network performance, ensure quality of service and support the evolution towards 5G Advanced and 6G technologies. Duyuru • Jan 06
Viavi Solutions Inc. Announces Long-Range Hollow Core Fiber Bidirectional Testing and Certification Solution VIAVI Solutions Inc. has announced the industry's first all-in-one medium and long-range bidirectional testing and certification solution for hollow core fiber (HCF). The offering implements VIAVI's advanced 8100 Series OTDR modules, optical dispersion measurement (ODM) modules and ReportPRO software, which includes specific algorithms capable of performing the bidirectional OTDR analysis required for hollow core fibers. The efficacy of the solution has been tested and proven through validation trials in partnership with fiber manufacturers, specialist contractors and three leading hyperscalers. Compared to single mode fiber, hollow core fiber enables up to 30% lower latency, up to 70% reduced Chromatic Dispersion (CD), up to 65% lower attenuation and reduced signal distortion. This enables faster data transmission over increased distances without the need for amplification and minimal data errors/losses. Hollow core fiber technology is being increasingly adopted for data center interconnect between hyperscale campuses for AI, high-frequency financial trading, quantum communication, defense and other applications where substantial operational and service performance improvements can be achieved by its use. Hollow core fiber projects require larger investments and an expansive range of tests due to increased manufacturing and specialist contractor deployment costs and differing optical properties such as backscattering and spectral range. In addition to bidirectional OTDR measurements at higher wavelengths, dispersion testing and attenuation profile (AP) are needed to confirm correct installation to protect investments and ensure future performance, particularly over medium- and long-haul links. Few testing and certification options exist, and those without the necessary OTDR performance or those that use OTDR-based dispersion test techniques may only being capable of testing shorter distances. VIAVI's solution is the first all-in-one certification solution capable of bidirectional OTDR, PMD, CD and AP testing and reporting for hollow core fiber links. Thanks to OTDR dynamic range performance and non-OTDR based dispersion testing, it is suitable for all types of hollow core fiber including DNANF and PBG over short-, medium- and long-distance links. These solutions are hosted on VIAVI's OneAdvisor 800 Fiber platform. Recent Insider Transactions • Dec 03
President recently sold US$2.7m worth of stock On the 2nd of December, Oleg Khaykin sold around 155k shares on-market at roughly US$17.69 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Oleg's only on-market trade for the last 12 months. Recent Insider Transactions Derivative • Dec 03
Executive VP & CFO exercised options and sold US$1.6m worth of stock On the 28th of November, Ilan Daskal exercised options to acquire 91k shares at no cost and sold these for an average price of US$17.94 per share. This trade did not impact their existing holding. Ilan now holds 180.13k shares directly in their own name. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months. Major Estimate Revision • Nov 06
Consensus revenue estimates increase by 16%, EPS downgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.19b to US$1.39b. EPS estimate fell from US$0.401 to US$0.371. Net income forecast to grow 669% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$14.57 to US$18.43. Share price was steady at US$17.44 over the past week. Recent Insider Transactions • Nov 05
Independent Director recently sold US$932k worth of stock On the 3rd of November, Keith Barnes sold around 54k shares on-market at roughly US$17.27 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months. Price Target Changed • Oct 30
Price target increased by 29% to US$18.43 Up from US$14.29, the current price target is an average from 7 analysts. New target price is 7.8% above last closing price of US$17.10. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.16 last year. Reported Earnings • Oct 30
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: US$0.096 loss per share (further deteriorated from US$0.008 loss in 1Q 2025). Revenue: US$299.1m (up 26% from 1Q 2025). Net loss: US$21.4m (loss widened US$19.6m from 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Duyuru • Oct 30
Viavi Solutions Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 Ending December 27, 2025 Viavi Solutions Inc. provided earnings guidance for the second quarter of fiscal 2026 ending December 27, 2025. For the second quarter of fiscal 2026 ending December 27, 2025, the company expects net revenue to be between $360 million to $370 million. Recent Insider Transactions Derivative • Sep 26
President exercised options and sold US$2.1m worth of stock On the 23rd of September, Oleg Khaykin exercised options to acquire 168k shares at no cost and sold these for an average price of US$12.41 per share. This trade did not impact their existing holding. For the year to June 2019, Oleg's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Oleg's direct individual holding has increased from 1.82m shares to 2.01m. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Sep 25
VIAVI Solutions Inc. Expands One LabPro®? One-1600 1.6Tb Testing and Validation Platform VIAVI Solutions Inc. has expanded the functionality of its ONE LabPro testing and validation platform. Following the launches of the ONE-1600 and second generation ONE-1600IE solutions, the new ONE-1600ER module delivers enhanced features and enables comprehensive testing on a single platform for next-generation 1.6Tb optical components. With AI and ML now firmly embedded in the fabric of computing and communications, infrastructure operators have begun deploying 1.6Tb optical transceivers alongside other enabling technologies throughout the network. The ONE LabPro platform supports high-capacity testing of infrastructure elements that are driving 1.6Tb speeds. The ONE-1600ER module extends the capabilities of the ONE LabPro platform with full Ethernet support based on the latest 802.3dj specification, including 1.6Tb, 8x200G testing essential for exercising and analyzing 200Ganes at 224G SERDES. It offers native support for Riding Heat Sink (RHS) OSFP 1600G modules and delivers comprehensive RFC2544 for full performance testing. The solution includes full electrical and optical support (DAC - AOC, AEC, ACC), along with robust power and cooling management properties designed for the next generation of 1.6Tb coherent modules such as 1600ZR and 1600LR/ER. The ONE-1600 also offers inter-sublayer link training (ILT), and symbol muxing to full interoperability, both of which are new features in 802.3dj. AI-driven demand is also creating unprecedented scaling challenges for manufacturers of transceivers, VSFF/MPOconnectors, and co-packaged optics (CPO). To help customers meet these challenges and accelerate time to market, VIAVI continues to advance its MAP-300 platform and inspection and cleaning portfolios with powerful new enhancements such as: High Density Variable Attenuator (mVOA-C2B). A new 12 channel, single slot VOA module with millisecond time response and embedded power control optimized for parallel optic applications like DR8 and CPO. PM-Fiber Optical Switching (mOSW-C1) - New low loss /high extinction ratio polarization maintaining fiber switches to support ELSFP and silicon photonics test applications. FiberChek ULTRA Connector Inspection - Enhancements to support volume manufacture of new connector and fiber types for high-density AI fiber deployments, including support for 80um core, non-contact and lensed connectors, as well as the ELSFP form factors. The ONE-1600 and MAP-300 platforms will be on display at VIAVI's stand C33 at ECOC 2025 from September 29- October 1 in Copenhagen, Denmark. In addition, VIAVI will be showcasing its comprehensive testing solutions for monitoring and certification of data center cabling, as well as performance monitoring solutions for high-capacity networks up to 800G. In collaboration with Alphawave Semi, VIAVI will also demonstrate seamless PCIe 6.0 interoperability over an optical link at Alphawave's stand 1428. This collaboration includes the VIAVI Xgig®? 6P4 Exerciser and highlights the advancement of next-generation PCIe 6.0 deployments, leveraging cutting-edge optical interconnects to address growing demands for bandwidth, scalability, and energy efficiency. Duyuru • Sep 22
Viavi Solutions Inc., Annual General Meeting, Nov 12, 2025 Viavi Solutions Inc., Annual General Meeting, Nov 12, 2025. Duyuru • Sep 17
VIAVI Solutions Inc. Launches All-In-One Handheld Tools for Simplified Last-Mile Fiber Service Activation and Testing At Speeds Up to 10 Gbps VIAVI Solutions Inc. has expanded its family of rugged and reliable portable devices for last-mile fiber service turn-up and activation with two new all-in-one handheld testers for multi-gig power and service testing at data rates up to 10 Gbps. The new testers will be on display for the first time at VIAVI's booth J1285 at the SCTE Tech Expo from September 29 - October 1 in Washington D.C. Verifying multi-gig throughput and learning new technologies may present challenges for technicians. By supporting validation and troubleshooting of fiber, Ethernet, WiFi 7 and DOCSIS™? connections with speeds up to 10 Gbps in under one minute, the OneExpert Fiber and OneExpert HFC all-in-one handheld testing reduce learning time for technicians, helping speed up and simplify PON service deployment and maintenance. OneExpert Fiber (ONX-700) validates Ethernet, Fiber and WiFi 7 connections, and the OneExpert HFC (ONX-720/ONX-730) provides additional support for DOCSIS service delivery and is ideal for cable operators looking to upgrade their existing OneExpert CATV to support PON /FTTx. The new IP54-rated tools are weatherproof, drop-tested to 1 m and built to perform reliably for many years. Modular design provides future-proof capabilities and reduces cost of ownership by allowing technicians to keep up with evolving technologies such as 25G and 50G service testing. Compatibility with VIAVI TPA™? (Test Process Automation) ensures technician process compliance by guiding workflows and standardizing test procedures. It also allows field personnel to operate at maximum efficiency by notifying them of firmware upgrades and additional instrument options as they become available. Recent Insider Transactions Derivative • Sep 03
Executive VP & CFO exercised options and sold US$280k worth of stock On the 28th of August, Ilan Daskal exercised options to acquire 25k shares at no cost and sold these for an average price of US$11.27 per share. This trade did not impact their existing holding. Since December 2024, Ilan's direct individual holding has decreased from 82.10k shares to 0. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Aug 21
Viavi Solutions Inc. Announces Committee Changes On July 30, 2025, Viavi Solutions Inc. (the “Company”) filed a Current Report on Form 8-K (the “Original 8-K”) to report that the Board of Directors (the “Board”) of the Company had appointed Richard Burns and Eugenia Corrales as independent directors of the Company, effective July 24, 2025. At the time of the Original 8-K, the Board had not made a determination regarding any committee assignments for Mr. Burns and Ms. Corrales. On August 13, 2025, the Board appointed Mr. Burns to the Compensation Committee and Ms. Corrales to the Audit Committee and the Cybersecurity Steering Committee, effective immediately. Price Target Changed • Aug 11
Price target increased by 9.4% to US$13.41 Up from US$12.26, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$10.93. Stock is up 45% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.16 last year. Reported Earnings • Aug 10
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$0.16 (up from US$0.12 loss in FY 2024). Revenue: US$1.08b (up 8.4% from FY 2024). Net income: US$34.8m (up US$60.6m from FY 2024). Profit margin: 3.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. New Risk • Aug 08
New major risk - Revenue and earnings growth Earnings have declined by 48% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$762k sold). Duyuru • Aug 08
Viavi Solutions Inc. Provides Revenue Guidance for the First Quarter of Fiscal 2026 Ending September 27, 2025 Viavi Solutions Inc. provided revenue guidance for the first quarter of fiscal 2026 ending September 27, 2025. For the period, the company expects net revenue to be between $290 million to $298 million. 
