Core Insights - VIAVI Solutions Inc. has introduced the 800G transport module for the OneAdvisor 800, enhancing its capabilities for testing high-speed networks up to 800G [1][2] - The new module will be showcased at the Optical Fiber Communication (OFC) Conference from April 1-3, 2025, in San Francisco [1] Product Features - The 800G transport module is designed for high-capacity networks, providing comprehensive test capabilities, built-in guidance, and automatic configuration for field technicians [2][4] - It supports both traditional AOC/DAC cable tests and new AEC/ACC tests, allowing for versatile applications in the field [4] - The module is compatible with both QSFP and OSFP form factors, which are increasingly utilized in 800G applications [4] Market Context - The demand for high-speed fiber and transport technologies is driven by AI/ML and other high-bandwidth applications, necessitating efficient testing solutions for data center and metro/core networks [2] - The OneAdvisor 800 platform, introduced in 2020, offers a wide range of modular test capabilities, supporting various network environments [5] Industry Position - With the addition of the 800G capabilities, VIAVI provides the industry's broadest test solutions for 800G and beyond, including R&D qualification and volume production of optical network components up to 1.6T [6]

Investors might want to bet on Viav Solutions (VIAV) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a cha ...

Core Insights - Viavi Solutions, Inc. has launched the CX200 infrastructure field tester aimed at enhancing testing, maintenance, and troubleshooting for critical radio networks [1][4] - The CX200 features a compact design, large color touch display, built-in cable and antenna analyzer, and a full-featured spectrum analyzer, making it suitable for field technicians [2][3] - The product is integrated with Viavi smart access for remote control and is compatible with multiple operating systems, including Windows, Android, and iOS [3] Industry Context - The global public safety market is transitioning from traditional P25 and TETRA radio technologies to cellular technologies, which necessitates efficient testing solutions [4] - Viavi's CX200 addresses the complexities of deployment and maintenance in mission-critical environments, providing user-friendly tools for accurate testing [4] - The company is focusing on expanding its market presence in wireless & fiber, 3D sensing products, optical transport, and mobile radio network testing, aligning with its core initiatives [6] Product Impact - The introduction of the CX200 is expected to enhance Viavi's commercial prospects and provide long-term benefits as it aligns with the ongoing investment cycle in 5G networks [5][6] - Viavi's comprehensive product portfolio supports end-to-end network visibility and analytics, crucial for optimizing complex networks [5]

Core Insights - VIAVI Solutions Inc. announced its contribution to NASA's SPHEREx mission, which launched on March 11, 2025, aimed at conducting the first all-sky spectral survey in the near-infrared range [1][2] Company Contributions - VIAVI's optical components enhance the SPHEREx spectrometer's capability to capture faint infrared signals, crucial for creating a comprehensive spectral map [3] - The technology includes six precision 2k x 2k detectors and Linear Variable Filters that split wavelengths from 0.75 to 5.0µm, along with a dichroic beamsplitter that manages light transmission [3] Industry Impact - SPHEREx will map hundreds of millions of galaxies and over 100 million stars, providing insights into cosmic inflation, galaxy evolution, and the origins of water and organic molecules in planetary systems [2] - The mission's data will allow researchers to explore deeper into cosmic mysteries and the chemical pathways leading to the emergence of life [2] Previous Achievements - VIAVI's contributions to space missions include technologies used in the LEISA instrument on New Horizons, the OVIRS instrument for OSIRIS-REx, and the MISE instrument on Europa Clipper [4]

Core Insights - VIAVI Solutions Inc. has launched the CX200 infrastructure field tester, designed to simplify the work of technicians and reduce Total Cost of Ownership (TCO) for testing, maintaining, and troubleshooting critical radio networks [1][4] Product Overview - The CX200 is a handheld device that incorporates VIAVI's automated test applications, which are recognized globally for their speed, repeatability, and accuracy in testing and alignment [3] - It features a compact design while providing essential functions for on-site infrastructure testing, including cable sweeps and site surveys [3][7] - The device includes a large color touchscreen and a user-friendly interface, allowing technicians to navigate test setups efficiently [7] Market Context - The global public safety radio market is transitioning from dedicated technologies like Project 25 (P25) and Terrestrial Trunked Radio (TETRA) towards secure cellular technology for mission-critical communications [2] - Field technicians require comprehensive and intuitive tools to effectively deploy and maintain complex public safety infrastructures [2] Competitive Positioning - VIAVI aims to cater to a diverse customer base, from smaller budget-conscious operations to those with critical infrastructure needs, thereby reinforcing its competitive edge in the radio testing industry [4] - The CX200 is positioned as a solution that addresses various use cases, enhancing VIAVI's leadership in the market [4] Additional Features - The CX200 includes a built-in Cable and Antenna Analyzer, a full-featured Spectrum Analyzer, and cloud-based integration for asset and data management [7] - VIAVI Smart Access Anywhere allows remote control of the test set via Windows, Android, and iOS applications [7]

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]