Core Viewpoint - VIAVI Solutions reported strong financial results for the third quarter of fiscal 2025, driven by growth in both Network Service Enablement (NSE) and Optical Security and Performance (OSP) segments, with optimism for continued recovery in end markets [3][5]. Financial Overview - Net revenue reached $284.8 million, an increase of $38.8 million or 15.8% year-over-year [5][6]. - GAAP operating margin was 3.0%, up 780 basis points year-over-year, while non-GAAP operating margin was 16.7%, up 740 basis points year-over-year [5][6]. - GAAP net income was $19.5 million, a significant increase of $44.1 million or 179.3% year-over-year [5][6]. - Non-GAAP net income was $33.9 million, up $20.7 million or 156.8% year-over-year [5][6]. - GAAP diluted earnings per share (EPS) was $0.09, up $0.20 or 181.8% year-over-year, while non-GAAP diluted EPS was $0.15, up $0.09 or 150.0% year-over-year [5][6]. Segment Performance - Network Enablement segment generated $188.0 million in revenue, up 23.9% year-over-year [4][5]. - Service Enablement segment revenue was $20.2 million, an increase of 11.6% year-over-year [4][5]. - Optical Security and Performance Products segment revenue was $76.6 million, showing a slight increase of 0.5% year-over-year [4][5]. Cash and Debt Position - As of March 29, 2025, the company held $400.2 million in total cash, short-term investments, and short-term restricted cash [6]. - The company had $250 million in 1.625% Senior Convertible Notes and $400 million in 3.75% Senior Notes, with a total net carrying value of $640.9 million [6]. Business Outlook - For the fourth quarter of fiscal 2025, the company expects net revenue to be between $278 million and $290 million, with non-GAAP EPS projected between $0.10 and $0.13 [8].

Company Overview - VIAVI Solutions Inc. (NASDAQ: VIAV) is a global provider of network test, monitoring, and assurance solutions across various sectors including telecommunications, cloud, enterprises, military, and aerospace [4] Upcoming Financial Results - VIAVI will announce its fiscal third quarter 2025 financial results for the period ended March 29, 2025, on May 1, 2025, after the market closes [1] - An earnings call will be hosted at 1:30 p.m. PT / 4:30 p.m. ET on the same day, with a live webcast available on the VIAVI website [2] Participation Details - Investors can participate in the earnings call via telephone using the toll-free dial-in number 1 (888) 330-2022 or the toll dial-in number 1 (646) 960-0690, with Conference ID 3072689 [3] - A replay of the call will be available from May 1, 2025, at 4:30 p.m. PT until May 8, 2025, at 8:59 p.m. PT [3]

Core Insights - VIAVI Solutions Inc. has expanded its VALOR Lab with a new RF-shielded anechoic chamber and two additional customer labs to enhance its Automated Lab-as-a-Service for Open RAN testing [1][4] Group 1: Facility Expansion - The expansion includes the industry's first test-as-a-service offering for Massive MIMO and beamforming over-the-air (OTA) validation, allowing system-level performance testing for up to 16 parallel spatial layers [2] - The project is funded by the U.S. National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund [1] Group 2: Testing Capabilities - Customers can access over 500 test cases compliant with O-RAN WG4, WG5, WG11, TIFG, and 3GPP specifications [3] - The RF chamber is provided by ETS-Lindgren, a leader in wireless OTA performance testing [4][5] Group 3: Industry Impact - The expansion addresses the growing demand for Open RAN testing, providing a comprehensive, on-demand test suite throughout the product lifecycle [4] - VALOR serves as a hub for the AI-RAN Alliance, fostering innovation in AI-powered telecommunications [6] Group 4: Certification and Collaboration - VALOR is the first test service authorized by the Telecom Infra Project (TIP) for its system performance certification program [7] - The lab collaborates with AT&T and Verizon to accelerate Open RAN testing, with a full suite of O-RAN tests available to referred customers [6]

Core Insights - VIAVI Solutions Inc. has expanded its VALOR Lab with a new RF-shielded anechoic chamber and two additional customer labs to enhance its Automated Lab-as-a-Service for Open RAN testing [1][4] - The expansion is funded by the U.S. National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund [1] Group 1: Facility Expansion - The new RF chamber is the industry's first test-as-a-service offering for Massive MIMO and beamforming over-the-air (OTA) validation, supporting system-level performance testing for up to 16 parallel spatial layers [2] - The VALOR Lab now offers over 500 test cases compliant with O-RAN WG4, WG5, WG11, TIFG, and 3GPP specifications [3] Group 2: Industry Impact - The expansion addresses the growing demand for Open RAN testing, providing technology vendors with a comprehensive, on-demand test suite throughout the product lifecycle [4] - VALOR serves as a hub for the AI-RAN Alliance, fostering innovation in AI-powered telecommunications [6] Group 3: Collaboration and Certification - VALOR's full suite of O-RAN tests will be available to customers referred by ACCoRD, in collaboration with AT&T and Verizon [6] - It is the first test service authorized by the Telecom Infra Project (TIP) for its system performance certification program [7]

Core Viewpoint - Viavi Solutions Inc. has introduced significant advancements in its ONE LabPro ONE-1600 testing solution, enhancing its capabilities for high-bandwidth network applications, particularly in AI environments [1][7]. Group 1: Product Advancements - The upgraded ONE LabPro platform utilizes Broadcom's latest technology, achieving a data transmission rate of 212G per lane, making it suitable for high-bandwidth network switching devices [1]. - The platform supports configurations up to 102Tb/s of test bandwidth, with options for 64 x 1.6Tb/s or 128 x 800Gb/s test ports, managed by a single controller [3]. - It features a modern web-based user interface and a Python-based automation framework, streamlining the testing process for integrated circuits and network devices [4]. Group 2: Market Demand and Applications - The demand for bandwidth and network scalability is driven by emerging applications such as AI, machine learning, and quantum computing [2]. - Viavi's ONE LabPro platform is designed to facilitate faster adoption of 1.6Tb/s optical connectivity for manufacturers of integrated circuits and transceivers [2]. Group 3: Strategic Collaborations and Future Prospects - Viavi has partnered with Broadcom to enhance its Testbed as a Service (TBaaS) offering, utilizing digital twins for telecom network applications [6]. - The advancements in testing technology are expected to generate incremental demand for Viavi's solutions, potentially leading to higher revenues and improved financial performance [7]. Group 4: Financial Performance - Viavi's stock has increased by 24.2% over the past year, compared to the industry's growth of 30.8% [8].

CHANDLER, Ariz., April 1, 2025 /PRNewswire/ -- Viavi Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced enhanced performance capabilities for the VIAVI ONE LabPro ONE-1600, the world's first electrical 212G/lane, 1.6Tb/s testing solution that has been proven in labs around the world. Leveraging the latest SerDes and DSP technology from Broadcom, the enhanced ONE LabPro ONE-1600 platform provides a highly advanced test platform for physical layer silicon fully aligned with emerging standards, the ability ...

CHANDLER, Ariz., March 27, 2025 /PRNewswire/ -- Inertial Labs, a VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) Company, today launched its M-AJ-QUATRO anti-jamming antenna system. Equipped with advanced Controlled Reception Pattern Antenna (CRPA) and digital processing technologies, M-AJ-QUATRO establishes Assured Positioning, Navigation, and Timing (A-PNT) in GPS/GNSS-challenged environments ranging from military operations to commercial aviation. Inertial Labs, a VIAVI Solutions Company, Unveils Next-Gen ...

Core Insights - Viavi Solutions, Inc. is showcasing advanced testing solutions for next-generation AI infrastructure at the Optical Fiber Communications Conference in San Francisco [1] - The company is expanding its OneAdvisor product portfolio with the introduction of the 800G Transport Module, enhancing testing capabilities for high-capacity networks [3] - Viavi's product launches are expected to drive long-term benefits as the demand for AI-related infrastructure increases [6] Product Offerings - The mFVU-3000 FlexLight dual-objective connector microscope features 400X magnification and 30X wide field of view, improving inspection efficiency and reducing contamination [1] - The INX 660 probe microscope simplifies fiber inspection with automated features, making it suitable for field applications [2] - New testing solutions for fiber testing in data centers and remote monitoring are being introduced, aimed at supporting AI infrastructure deployment [4] Market Position and Strategy - Viavi's comprehensive product portfolio provides end-to-end network visibility and analytics, supporting the transition to 5G networks [5] - The company is strategically expanding into various markets, including wireless & fiber, optical transport, and broadband access, which is expected to yield long-term benefits [5] - The demand for improved testing products is driven by the acceleration of AI adoption across industries [6] Financial Performance - Viavi's shares have increased by 25.3% over the past year, compared to the industry's growth of 38.9% [7] - The company has delivered an earnings surprise of 158.41% over the trailing four quarters, indicating strong financial performance [9]

Core Insights - VIAVI Solutions Inc. will showcase new test solutions for AI infrastructure at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) from April 1-3 in San Francisco [1][2] Product Highlights - Three new products supporting next-gen AI infrastructure will be displayed for the first time at VIAVI's booth 2319 [2] - The mFVU-3000 FlexLight dual-objective connector microscope offers dual 400X high-resolution magnification and 30X wide field of view, enhancing imaging speed and reducing test times [6] - The 800G Transport Module expands VIAVI's OneAdvisor® 800 platform, providing comprehensive test capabilities for high-capacity networks up to 800G [6] - The INX 660 probe microscope ensures pristine single fiber connections with an automated inspection process [6] Awards and Recognition - VIAVI has received two 2025 Lightwave Innovation Reviews awards in the lab/production test equipment category for its ONE LabPro ONE-1600 1.6T test module and FVAM-2000 benchtop microscope [4] Educational Initiatives - VIAVI will lead a course on optical fiber sensing principles and technology on March 31, and participate in a panel discussion on AI opportunities in the optical networking market on April 2 [3]

Core Insights - Viavi Solutions Inc. has expanded its high-speed test solutions portfolio with the launch of the 800G transport module for the OneAdvisor 800 Transport Platform, positioning itself as a leader in 800G testing solutions [1][8] - The OneAdvisor 800 platform, launched in 2020, is a comprehensive field-ready test tool that supports various network environments, enhancing installation and maintenance efficiency [2][4] - The new 800G transport module addresses the growing demand for high-speed fiber and transport technologies, particularly for AI and machine learning applications [3][8] Product Features - The 800G transport module supports installation and maintenance across various environments, including metro/core and data center interconnects, and can test both traditional and new cable types [4][6] - It is compatible with quad small form-factor pluggable and optical small form-factor pluggable, which are increasingly used in 800G applications [6] - The module can be paired with other Viavi testing tools for enhanced troubleshooting and analysis capabilities [5] Market Position and Prospects - Viavi's comprehensive product portfolio offers end-to-end network visibility and analytics, which is expected to drive revenue growth as the industry transitions to superfast 5G networks [7][8] - The launch of the 800G module is anticipated to generate incremental demand for Viavi's solutions, potentially leading to improved financial performance and stock price appreciation [8] - Viavi's stock has gained 15.3% over the past year, although this is below the industry's growth of 34.4% [9]