Key events, in time order
New product recreates real-world wireless conditions for complex cellular, Wi-Fi, military and aerospace RF
Call confirms DC ~40% of revenue; CPO test orders booked with revenue starting this quarter
Earnings call confirms data center ~40% of revenue, CPO test orders received, refutes delay rumors
Q1 13F filing reveals new institutional position
Adds specific funding amount, solidifying prior SHIELD-6G consortium event
Earnings date announcement, market awaits results
AI Experts integrates AI agents into test platforms, with three initial products for automated setup, analysis, and diagnostics
Q3 FY2026 净营收 $406.8M，超出指引上限 $400M，同比 +42.8%，环比 +10.2%。
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Viavi makes the test gear and software that telecoms and cloud operators use to build, fix, and monitor their networks, plus optical anti-counterfeiting products for banknotes and government IDs.
Revenue is USD 1.52B, with gross margin at 57.76% but net margin at -2.00%, meaning the core business is barely breaking even after operating costs; money comes from recurring software and service contracts, not one-off hardware sales.
Customers like telecoms and cloud providers depend on Viavi's specialized test instruments and embedded monitoring software, which are hard to swap out for cheaper alternatives from Keysight or Spirent; however, the moat is eroding as cloud-native monitoring t
Hold (sector percentile 52) — value C-, growth A-, profitability C+, momentum B+, revisions C-. Updated daily, sector-relative, identical for every user.
