Viavi Solutions (VIAV) Presents At 22nd Annual Needham Growth Conference - Slideshow

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]