VIAV's 268.5% rally reflects surging AI data-center demand, stronger margins and expanded testing capabilities after the Spirent acquisition.
Viavi launches CyberFlood CF50, a compact 100G platform that tests network performance, security and AI inference before deployment.
Viavi Solutions Inc. has transformed from telecom-focused to a diversified growth story, with AI data centers and aerospace/defense now driving two-thirds of NSE revenue. Fiscal 2026 revenue surged 40% to $1.52B, and non-GAAP operating margin expanded to 20.6%; Q4 revenue grew 52.5% YoY, signaling operational momentum. Acquisitions of Spirent and Inertial Labs fueled growth and diversification, while a $575M equity raise improved the balance sheet but diluted shareholders.
| Communications Equipment Industry | Information Technology Sector | Oleg Khaykin CEO | XHAN Exchange | US9255501051 ISIN |
| US Country | 4,100 Employees | 4 Aug 2015 Last Dividend | 30 Dec 1999 Last Split | 17 Nov 1993 IPO Date |
Viavi Solutions Inc., initially known as JDS Uniphase Corporation, is a global provider of network test, monitoring, and assurance solutions catering to a wide range of sectors, including communications service providers, enterprises, network equipment manufacturers, government, and avionics. With a history dating back to 1923 and headquartered in Scottsdale, Arizona, Viavi Solutions has transformed through the years to address the evolving needs of network infrastructure and communications. The company's operations are segmented into three primary areas: Network Enablement (NE), Service Enablement (SE), and Optical Security and Performance Products (OSP), each designed to cater to specific customer needs in the ever-evolving digital landscape.
The NE segment focuses on providing testing solutions that facilitate network access, build-out, and maintenance. These solutions encompass a variety of instruments, software, and services designed to design, build, activate, certify, troubleshoot, and optimize networks. The offerings target efficient and effective network performance, with additional support and professional services such as repair, calibration, software support, and technical assistance. Viavi also extends services in system integration, project management, installation, and implementation, complemented by training and consulting services.
Targeting embedded systems and enterprise performance management, the SE segment delivers critical solutions to communication service providers, enterprises, and cloud operators. These solutions provide deep visibility into network, service, and application data, enabling the monitoring, collection, and analysis of network data. The objective is to accurately assess the customer experience and uncover opportunities for revenue generation and network optimization. The tools involved range from instruments and microprobes to software designed for comprehensive network data analysis.
The OSP segment stands out by offering high-tech optical products aimed at anti-counterfeiting measures and applications across consumer and industrial, government, automotive, and other sectors. These solutions underscore Viavi's commitment to security and performance through innovative optical technologies, positioning the company as a leader in safeguarding products and services across a multitude of industries.