Viavi: No Longer A Telecom Cycle Story

Last December, I argued that Viavi Solutions Inc. ( VIAV ) was becoming more structurally durable. Now, the company’s results for Q2 FY26 are out, and we can see some tangible progress around its growth drivers. The quarter wasI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets ...