Viavi Solutions Inc. (NASDAQ:VIAV) Q2 2020 Results Earnings Conference Call February 4, 2020 4:30 PM ET Company Participants Bill Ong - Head of Investor Relations Oleg Khaykin - President and Chief Executive Officer Amar Maletira - Executive Vice President and Chief Financial Officer Conference Call Participants John Marchetti - Stifel, Nicolaus & Company Alex Henderson - Needham & Company, LLC Mehdi Hosseini - Susquehanna Financial Group, LLLP Tim Savageaux - Northland Securities Inc. Michael Genovese - MK ...

VI.AVI | --- | --- | --- | |------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | Fiscal 2Q 2020 Earnings Call Supplementary Slides | | | | February 4, 2020 | | | Cautionary Language Concerning Forward-Looking Statements This presentation contains forward-looking statements under Section 27A of the Securities Act of 1934. Forward-looking statements are all statements we make other than those dealing specifically with historical matters. These forward-looki ...

Financial Performance & Targets - VIAVI's FY19 revenue reached $1.13 billion, exceeding the initial guidance of $805 million - $875 million[8] - Non-GAAP EPS for FY19 was $0.68, surpassing the guidance of $0.45 - $0.55[17] - The company projects FY22 revenue between $1.2 billion and $1.3 billion, representing a CAGR of 2%-5% from FY19[57] - VIAVI anticipates FY22 operating profit between $230 million and $270 million, with a CAGR of 5%-11% from FY19[57] - The company forecasts FY22 EPS between $0.80 and $0.90, indicating a CAGR of 6%-10% from FY19[57] Segment Performance & Outlook - NSE (Network & Service Enablement) revenue is expected to grow at a CAGR of 2%-5% from FY19 to FY22[57] - OSP (Optical Security and Performance Products) revenue is also projected to grow at a CAGR of 2%-5% from FY19 to FY22[57] - NSE's operating margin is anticipated to be between 13.5% and 14.5% in FY22[57] - OSP's operating margin is projected to be between 35% and 37% in FY22[57] Strategic Initiatives & Investments - The company invested approximately $700 million in R&D and CAPEX, and around $630 million in M&A from FY16 to FY19[46] - VIAVI aims to leverage secular trends like "Fiber Everywhere" and 5G to drive growth and expand its total addressable market (TAM)[26] - A key growth driver for OSP is 3D sensing technology adoption in consumer, automotive, and industrial applications[26]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 28, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22874 Viavi Solutions Inc. (Exact name of Registrant as specified in its charter) Delaware 94-2579683 (I.R.S. Employer Ident ...

VI.AVI | --- | --- | --- | |------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | Fiscal 1Q 2020 Earnings Call Supplementary Slides | | | | October 30, 2019 | | | Cautionary Language Concerning Forward-Looking Statements This presentation contains forward-looking statements under Section 27A of the Securities Act of 1934. Forward-looking statements are all statements we make other than those dealing specifically with historical matters. These forward-looki ...

Viavi Solutions Inc. (NASDAQ:VIAV) Q1 2020 Earnings Conference Call October 30, 2019 4:30 PM ET Company Participants Bill Ong - Head of IR Amar Maletira - CFO Oleg Khaykin - President & CEO Conference Call Participants Alex Henderson - Needham Samik Chatterjee - JPMorgan John Marchetti - Stifel Tim Savageaux - Northland Capital Markets Michael Genovese - MKM Partners Richard Shannon - Craig-Hallum Meta Marshall - Morgan Stanley Operator Ladies and gentlemen, thank you for standing by, and welcome to the Via ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 29, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22874 Viavi Solutions Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 30, 2019 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22874 Viavi Solutions Inc. (Exact name of Registrant as specified in its charter) Delaware 94-2579683 (I.R.S. Employer Identifi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 0-22874 Viavi Solutions Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporatio ...