Core Viewpoint - Viavi Solutions Inc. has entered into a definitive agreement to acquire the high-speed ethernet and network security business of Spirent Communications for a total transaction value of $425 million, with completion expected by Q2 2025, pending regulatory approvals [1][2]. Group 1: Acquisition Details - The acquisition is valued at $410 million in base cash consideration and $15 million in contingent cash consideration [1]. - Viavi previously attempted to acquire Spirent for approximately $1.3 billion, but Keysight Technologies made a higher bid of around $1.46 billion, which was approved by Spirent shareholders [2]. - Keysight plans to divest Spirent's high-speed ethernet and network security businesses to facilitate regulatory approval for its acquisition of Spirent [2][3]. Group 2: Strategic Advantages - The acquisition will enhance Viavi's product portfolio by integrating Spirent's offerings, which include ethernet testing and network security solutions [4][6]. - This integration is expected to bolster Viavi's ethernet testing platform and improve its commercial prospects in rapidly growing markets such as security, ethernet, data center, AI, and digital infrastructure [6]. - The transaction is anticipated to add $180 million in revenues to Viavi's Network and Service Enablement segments within the first 12 months post-acquisition [7]. Group 3: Financial Performance - The acquisition is expected to be accretive to Viavi's financial performance, likely enhancing its earnings per share (EPS) within 12 months after closing [7]. - Viavi's stock has gained 10.9% over the past year, compared to the industry's growth of 26.9% [8].

Enables VIAVI to offer new solutions in high-speed ethernet and network security testing Provides a complementary and synergistic product portfolio across ethernet, security, AI, and digital infrastructure verticalsCHANDLER, Ariz., March 3, 2025 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced that it has signed a definitive agreement to acquire Spirent Communications plc's high speed ethernet and network security business lines (the "High-Speed Ethernet and Network Security Bus ...

Core Insights - VIAVI Solutions Inc. has announced a strategic partnership with AT&T and Verizon to enhance Open RAN testing initiatives through the VALOR™ project, aimed at promoting the adoption of open and interoperable network components [1][3] - The collaboration is supported by the U.S. National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund, focusing on strengthening global supply chain resiliency and lowering barriers for new entrants in the Open RAN market [1][4] Group 1: Partnership and Collaboration - VIAVI will provide ACCoRD labs at Iowa State University and Rutgers University with the NITRO® Wireless Open RAN Test Suite, along with the VIAVI Automation Management and Orchestration System (VAMOS) [2] - An additional lab at the University of Texas at Dallas will receive equipment and services in 2026 to ensure sustainability of ACCoRD test services beyond the grant period [2] Group 2: Industry Impact and Statements - AT&T emphasizes its commitment to technological innovation and network performance, stating that the collaboration will enhance Open RAN initiatives and benefit stakeholders with improved network capabilities [3] - Verizon highlights its leadership in O-RAN standards development, expecting the collaboration to accelerate Open RAN networks, improving resilience and performance for operators and customers [3] - VIAVI's President and CEO expresses confidence that the partnership will contribute to the evolution of Open RAN testing, making it more automated and efficient [3] Group 3: Consortium and Academic Involvement - ACCoRD is a consortium led by AT&T and Verizon, including founding members NTT DOCOMO and Reliance Jio, with a focus on establishing an Open RAN Testing, Evaluation, and R&D Center in the Dallas area [4] - The consortium will leverage the expertise of academic institutions such as the University of Texas at Dallas, Virginia Tech, Northeastern University, Iowa State University, and Rutgers University [4]

Core Insights - VIAVI Solutions Inc. will showcase advancements in the telecom industry at MWC Barcelona, emphasizing the importance of collaboration within the telecom ecosystem as networks become more open and complex [1][5] Group 1: Collaborations and Demonstrations - VIAVI will collaborate with over 20 companies, including Calnex Solutions for network testing and Infosys for cloud-based network management, highlighting the integration of AI and cloud technologies [2][5] - Demonstrations will feature partnerships with Samsung, NVIDIA, and academic institutions like SUTD and Yonsei University, focusing on AI-driven enhancements in Radio Access Networks (RAN) [7][8] - The company will present its Open RAN solutions in collaboration with various industry leaders, showcasing testing and implementation strategies [4][12] Group 2: Technology Focus Areas - The event will highlight advancements in 6G technology, including AI/ML-based beam management and digital twin technology for integrated sensing and communication [13][9] - Non-terrestrial networks (NTN) will be showcased, demonstrating the potential for enhanced communication capabilities in various environments [11][10] - VIAVI's solutions for energy-efficient network performance and optimization will be a key focus, particularly in the context of AI and cloud integration [5][9] Group 3: Industry Impact - The telecom industry is undergoing significant changes, necessitating operators to optimize complex network architectures to monetize their investments effectively [5] - The collaboration among trusted vendors is essential to address the challenges posed by evolving technologies such as 6G, AI, and cloud computing [5][6] - The standards and ecosystems being developed will play a crucial role in delivering next-generation technology solutions [5]

Core Insights - Viavi Solutions Inc. will showcase advanced solutions at Mobile World Congress (MWC) 2025, focusing on network testing and optimization to address emerging security risks and enhance networking experiences [1][8] - The company is emphasizing its role in 6G research, demonstrating energy-efficient neuromorphic receivers and AI-based modulations [2][3] - Viavi's innovations include a semantic communication framework for metaverse avatars and AI/ML-based beam management for 6G networks [3] Group 1: Innovations and Demonstrations - Viavi will highlight its testing capabilities for advanced 5G technologies, including massive MIMO and multi-user MIMO, in both lab and field settings [4] - The company will present its Non-Terrestrial networks (NTN) digital twin testbed and resilient Positioning, Navigation and Timing (PNT) solutions for secure communication [5] - Demonstrations will also include AI-assisted RAN optimization and cloud-based automation platforms to support the Telco-to-Techco shift [6] Group 2: Market Position and Financial Outlook - Viavi's comprehensive product portfolio supports the transition to superfast 5G networks, which is expected to drive long-term revenue growth [7][8] - The company's innovations are anticipated to generate incremental demand for its solutions, leading to improved financial performance and potential stock price appreciation [8] - Over the past year, Viavi's stock has gained 29.5%, while the industry has seen a growth of 59.7% [9]

Core Insights - VIAVI Solutions Inc. announced that the Battelle RavenStar™ Active Antenna System is the first product validated under O-RAN and 3GPP test specifications at VALOR, an Automated Lab-as-a-Service for Open RAN [1] - VALOR aims to accelerate Open RAN adoption by providing accessible testing capabilities to new entrants and start-ups, facilitating U.S. certification without significant investment [2] - The RavenStar technology is an ultra-wideband, steerable radio unit designed to reduce total cost of ownership and enhance network capacity through massive MIMO [3] Testing and Validation - At VALOR, RavenStar underwent comprehensive Open Radio Unit testing, achieving 99% of theoretical uplink and downlink throughput, demonstrating high performance [4] - Successful testing at VALOR is seen as a significant milestone for Battelle, guiding future design and development decisions for the RavenStar technology [5] Strategic Partnerships - The partnership between Battelle and VIAVI is critical for validating the readiness of Open RAN technologies for deployment, showcasing the efficiency of VALOR's testing architecture [5] - VIAVI is recognized for its role in providing essential test results that will influence the development of Battelle's RavenStar product [5] Company Backgrounds - VIAVI is a global provider of network test, monitoring, and assurance solutions across various sectors including telecommunications and aerospace [6] - Battelle focuses on applying science and technology to solve critical issues, serving industries such as national security and health [7]

Core Viewpoint - VIAVI Solutions Inc. will showcase its latest innovations in network optimization technologies at MWC Barcelona from March 3-6, 2025, focusing on advancements in 6G, AI, and network resilience [1][3]. Group 1: Technology Innovations - VIAVI will highlight its 6G Forward initiatives, AI-driven digital twins for network optimization, and Non-Terrestrial Network (NTN) validation [2][4]. - The company will demonstrate energy-efficient neuromorphic receivers and a goal-oriented communication framework for metaverse applications [5]. - VIAVI's solutions will include a digital twin of a real campus environment and advanced MIMO testing for massive and multi-user scenarios [5]. Group 2: Network Security and Resilience - VIAVI will address the growing security threats posed by quantum computing with its TeraVM Security Test for Post-Quantum Cryptography (PQC) [6]. - The company will showcase its NTN digital twin testbed and resilient Positioning, Navigation and Timing (PNT) solutions to ensure critical infrastructure operations [4][6]. Group 3: Transition from Telco to Techco - The telecommunications industry is evolving towards Techco models, requiring faster networks and lower latencies to support IoT, AI, and cloud computing [9]. - VIAVI will present solutions that facilitate this transition, including data-driven automation and AI-assisted RAN optimization [9]. Group 4: Network Management and Automation - VIAVI will demonstrate its NITRO® AIOps solution, which provides end-to-end visibility and autonomous issue resolution for complex multi-vendor networks [10]. - The company will stream real-time Open RAN remote testing demonstrations from its Automated Lab-as-a-Service (VALOR™) Lab [11].

Core Insights - VIAVI Solutions Inc. has validated the over-the-air performance of Nokia's Massive MIMO radio in the upper 6 GHz frequency range, which is essential for enhancing capacity in 5G-Advanced and 6G networks [1][3] - The allocation of the upper 6 GHz spectrum for mobile services, providing up to 200 MHz of mid-band TDD spectrum per operator, was agreed upon at the World Radio Conference 2023, highlighting the industry's need for increased spectrum holdings [2] Company Insights - VIAVI Solutions is recognized for its role in advancing wireless technology, particularly as the industry transitions from 4G to 5G and beyond [4] - The company provides a range of network test, monitoring, and assurance solutions across various sectors, including telecommunications, cloud, and aerospace [4] Industry Insights - The testing of the AirScale platform in the upper 6 GHz band was conducted in real-world scenarios to validate its performance, indicating a significant step towards the deployment of next-generation networks [3] - The industry is focusing on utilizing new frequency bands to meet the demands of future wireless technology, emphasizing the importance of capacity, coverage, and efficiency [2]

Core Insights - VIAVI Solutions Inc. has launched the EdgeGM 7000, a resilient Edge Grandmaster Clock, enhancing its SecurePNT portfolio to provide superior resilience for Positioning, Navigation, and Timing (PNT) services [1][5] - The new solution supports up to 25G Precision Time Protocol (PTP) and multi-orbit SecureTime altGNSS, addressing vulnerabilities in critical infrastructure that rely on GNSS signals [1][2] Product Launch and Features - The EdgeGM 7000 combines advanced PTP capabilities with a compact, rack-mountable design, allowing for scalability from 1/10G to 25G PTP through a simple license upgrade [3] - It offers flexibility for GNSS backup activation via an on-demand alternate GNSS GEO-L source license over the air, showcasing its adaptability for various operational needs [3] Market Context and Demand - The increasing reliance on GNSS signals in critical networks such as 5G/6G telecommunications, AI data centers, and defense highlights the need for enhanced network resilience against cyber threats [2] - Governments are mandating infrastructure providers to strengthen their networks, creating a growing market for VIAVI's solutions [2] Financial Performance and Growth Potential - VIAVI's comprehensive product portfolio supports end-to-end network visibility and analytics, positioning the company for long-term revenue growth as the industry transitions to superfast 5G networks [4] - The launch of the EdgeGM 7000 is expected to generate incremental demand, potentially leading to improved financial performance and stock price appreciation [5] Stock Performance - VIAVI's shares have increased by 33.6% over the past year, although this is below the industry's growth of 69.9% [6]

Core Insights - VIAVI Solutions Inc. has launched the EdgeGM™ 7000, a resilient Edge Grandmaster Clock that enhances its SecurePNT™ portfolio, providing up to 25G Precision Time Protocol (PTP) and multi-orbit SecureTimeSM altGNSSSM for critical infrastructure operations worldwide [1][2][3] Group 1: Product Features - The EdgeGM 7000 offers advanced features for Positioning, Navigation, and Timing (PNT) services, crucial for sectors like telecommunications, AI data centers, defense, and finance [2][3] - It integrates multisource assurance by combining signals from GNSS-dependent and GNSS-independent constellations across Medium Earth Orbit (MEO), Geosynchronous Earth Orbit (GEO), and Low Earth Orbit (LEO) [3] - The device is compact, rack-mountable, and can be upgraded from 1/10G to 25G PTP with a simple license, exceeding Level 4 PNT resiliency as per IEEE P1252 standards [3] Group 2: Market Context - There is a rising threat to critical infrastructure, particularly concerning disruptions to PNT services, which are essential for secure operations [2][4] - Governments are mandating improvements in the resilience of networks, prompting companies to adopt more responsible PNT service usage [2]