Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here. The fourth quarter was challenging for the fund and continued to underperform its benchmark, the Russell 2000 Index. The fund (Class I) returned -0.4%, lagging the benchmark’s 2.2% return. Sector allocation negatively impacted the Fund's performance this quarter, with healthcare being the weakest sector. The Fund remains optimistic that the s ...

Core Insights - VIAVI Solutions Inc. has launched the TestCenter D2 1.6T Appliance aimed at accelerating the rollout of 1.6T Ethernet networks for cloud providers and hyperscalers [1] - The shift from 800G to 1.6T deployments for AI backend infrastructure is expected to gain momentum this year, with high-speed Ethernet becoming the preferred fabric due to its scalability and rapid innovation [1] Product Features - The TestCenter D2 1.6T Appliance is designed specifically for 1.6T networks running AI workloads in multi-vendor environments, allowing users to validate performance, scale, robustness, and reliability [1] - It features scalable traffic capacity and industry-leading performance, helping network managers shorten development cycles and improve efficiency for AI-driven applications [1] Market Context - Current validation technologies are struggling to meet the performance and scale requirements of AI and next-generation cloud architectures, leading to bottlenecks in service rollouts [1] - The TestCenter D2 1.6T Appliance addresses these challenges, providing confidence in the speed, reliability, and interoperability of new 1.6T-class networks [1] Additional Capabilities - The appliance supports multi-rate operations for various next-generation network architectures and delivers high traffic capacity for validating network performance at full scale [1] - It is designed to replicate large-scale, real-world AI workloads, ensuring reliability and performance before deployment [1] Industry Recognition - The TestCenter D2 1.6T Appliance received a score of 4.0 in the 2026 Lightwave Innovation Reviews, highlighting its innovative features [1]

VIAVI Launches Industry-Leading True-Phase DAS Fiber Sensing Interrogator with AI/ML at the Edge to Enable Real-Time Infrastructure Monitoring Accessibility Statement Skip NavigationSystem implements patented phase-based DAS techniques to deliver the highest fidelity data and actionable informationCHANDLER, Ariz., March 10, 2026 /PRNewswire/ -- VIAVI Solutions Inc.(VIAVI) (NASDAQ: VIAV) has announced the launch of a new next-generation fiber test head for distributed acoustic sensing (FTH- DAS) to enhance t ...

Core Insights - VIAVI Solutions Inc. will showcase advanced technologies for validating next-generation AI fabrics at the Optical Fiber Communication (OFC) 2026 event, highlighting the convergence of AI, security, and high-speed photonics [1] Group 1: Technology Demonstrations - The company will demonstrate 1.6T high-speed Ethernet, silicon photonics, PCIe over optics, automated network testing, and fiber sensing solutions [1] - VIAVI's ONE LabPro and TestCenter platforms for OSI L0-3 traffic generation and analysis will be featured, along with a new hollow-core fiber test solution and the DCX-700 optical loss test set capable of testing up to 24 fibers simultaneously [1] Group 2: New Product Launches - Three new technologies will be unveiled, including a distributed acoustic sensing product with real-time edge-based AI capabilities, a high-density OSFP test platform for 1.6T Ethernet infrastructure, and new INX™ 700 probe microscopes designed for hyperscale data centers [1] Group 3: Industry Collaboration - Demonstrations will be conducted in partnership with the Ethernet Alliance and the Fiber Optic Center, showcasing interoperability with next-gen Ethernet technologies in collaboration with industry partners like Amphenol and Celestica [1] Group 4: Workshops and Discussions - VIAVI will host a workshop on distributed fiber optic sensing for communication networks on March 16 and participate in a panel discussion on optical technologies redefining data center interconnection on March 18 [1] Group 5: Industry Recognition - VIAVI's technological leadership was recognized with six awards at the Lightwave Innovation Awards, including accolades for the ONE LabPro ONE-1600ER and the TestCenter 1.6T Platform [1]

Core Insights - Viavi Solutions Inc. is a key player in the network testing and security industry, known for its innovative solutions that enhance network reliability and security [1] Executive Transactions - On March 2, 2026, McNab Paul, the Executive Vice President, sold 3,551 shares at $32.89 each, retaining 18,198 shares [2] - On February 9, 2026, Oleg Khaykin, the President and CEO, sold 73,250 shares at approximately $26.25 each, totaling around $1.9 million, reducing his direct holdings by 4.19% to 1,635,621 shares [3] Financial Metrics - Viavi has a negative price-to-earnings (P/E) ratio of -186.70, indicating negative earnings over the past year, while its price-to-sales ratio is 6.48, suggesting investor confidence in revenue potential [4] - The enterprise value to sales ratio is 6.94, and the enterprise value to operating cash flow ratio is 82.10, indicating a high valuation relative to revenue and cash flow [5] - The debt-to-equity ratio stands at 1.59, showing significant use of debt, while a current ratio of 2.61 indicates strong short-term financial health [5][6]

Core Insights - NTT DOCOMO and VIAVI Solutions have demonstrated AI-driven radio access network control for 6G mobile communications, achieving up to 20% improvement in throughput by reducing control overhead [1][1][1] Group 1: Technology and Innovation - The demonstration utilized DOCOMO's Self-awareness Network concept and VIAVI's digital twin and TeraVM AI RAN Scenario Generator to optimize network performance [1][1] - The AI-driven approach allows for the selection of optimal transmission beams for user equipment based on predicted network quality, minimizing the need for conventional measurements [1][1] - The use of AI and digital twin technologies enables real-time adaptation to dynamic network environments, enhancing overall efficiency [1][1] Group 2: Future Developments - Both companies plan to continue advancing studies on 6G mobile communications and explore related technologies, including AI and digital twins [1][1] - The collaboration aims to contribute to the realization of 6G technologies, emphasizing the importance of AI in network management [1][1] Group 3: Company Profiles - VIAVI Solutions is recognized as a global leader in test and measurement and optical technologies, providing solutions for critical infrastructure across various sectors [1][1] - NTT DOCOMO, Japan's leading mobile operator with over 91 million subscribers, is a key player in mobile network technologies, focusing on innovation and comprehensive solutions [1][1]

Core Insights - VIAVI Solutions Inc. has launched the DCX 700 optical loss test set, capable of testing up to 24 fibers simultaneously, aimed at enhancing multifiber certification in high-density fiber environments [1] Product Features - The DCX 700 supports tier 1 certification in accordance with industry standards for data center fiber infrastructure [1] - It includes modular adaptors for compatibility with current and future connectivity types, and features a rugged design with an extended-life battery for full-day use [1] - The device allows for native support of 12-, 16-, and 24-fiber configurations, streamlining operations and increasing the number of certifications per shift [1] Market Context - The demand for fast, accurate, and repeatable fiber certification is growing due to the rapid scaling of cloud providers and increased fiber density [1] - VIAVI positions the DCX 700 as a technician-friendly platform that reduces setup time and improves test consistency, addressing the evolving connectivity needs of data centers [1] Additional Offerings - The DCX 700 complements VIAVI's portfolio, which includes the new INX 700 probe microscopes designed for hyperscale data centers, emphasizing long battery life and inspection speed [1] - The DCX 700 will be showcased at Data Centre World London 2026, highlighting its innovative features [1]

Group 1 - Viavi Solutions Inc. (VIAV) has shown tangible progress in its growth drivers as evidenced by its Q2 FY26 results, indicating a more structurally durable company [1] - The company is focused on technology, infrastructure, and internet services, emphasizing strong fundamentals paired with real potential for growth [1] Group 2 - The analysis is aimed at sharing investment ideas and connecting with long-term investors, highlighting the importance of understanding how businesses grow and market reactions [1]

Group 1 - Viavi Solutions Inc. (VIAV) has shown tangible progress in its growth drivers as evidenced by its Q2 FY26 results, indicating a more structurally durable company [1] - The company is focused on technology, infrastructure, and internet services, emphasizing strong fundamentals paired with real potential for growth [1] Group 2 - The analysis is aimed at sharing investment ideas and connecting with long-term investors, highlighting the importance of understanding how businesses grow and market reactions [1]

Core Insights - Omineca Mining and Metals Ltd. has resumed tunnelling and placer recovery operations at the Wingdam underground paleoplacer project after the holiday break, with operations expected to proceed at an increased pace following successful management of faulted ground conditions [1][2] Operational Update - Tunnelling and placer recovery operations have recommenced at crosscut 3A, with modifications to grout formulations and spiling patterns allowing a return to standard procedures [1] - Pay gravels excavated from the channel interior have yielded increasing amounts of placer gold and nuggets compared to the earlier bedrock contact zone, with recoveries to be fully tabulated and reported as operations progress [2] Exploration Program - Approximately 3,500 meters of core from 6 holes drilled during the 2025 winter drill program have been logged, split, and sent for assay, with results to be reported once received [3] Company Overview - Omineca Mining and Metals Ltd.'s flagship Wingdam gold exploration and placer recovery projects are located along the Barkerville Highway, covering over 61,392 hectares and including more than 15 linear kilometers of placer claims [14]