Integrating Distributed Temperature Sensing, Simultaneous Temperature and Strain Sensing and Distributed Acoustic Sensing technologies, NITRO Fiber Sensing will likely provide crucial insights for swift threat detection across sectors like oil, gas, water pipelines, electrical power transmission and data center interconnects. This capability is poised to help organizations mitigate damage, thereby reducing total cost of ownership and enhancing operational efficiency. Strategically deployed along power lines ...

CHANDLER, Ariz., July 16, 2024 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced the launch of NITRO® Fiber Sensing, an integrated real-time asset monitoring and analytics solution for critical infrastructure ranging from oil, gas and water pipelines to electrical power transmission, border/perimeter security and data center interconnects. Sonus PR Martin Smith Manish Sharma [email protected] Operators face challenges in protecting and optimizing their critical infrastructure. The ...

Viavi Solutions Inc. (VIAV) recently announced that it had entered into a strategic partnership with Telecom Infra Project (TIP) aimed to enhance the testing capabilities of the Viavi Automated Lab-as-a-Service for Open RAN (VALOR). This collaboration will likely establish VALOR as the first TIP-authorized test lab to streamline certification processes and reduce duplication efforts, thereby promising to accelerate the time-tomarket for Open RAN (ORAN) solutions. VALOR's test-as-a-service capabilities shoul ...

TIP, a global consortium dedicated to advancing and adopting open and disaggregated networks, thrives on the collective contributions of its member companies. These contributions are critical to bringing innovation to the industry and facilitating a collaborative environment where innovative technologies are developed, tested, and certified, ready for deployment. Advancing Industry Standards Through Collaboration: TIP partners with VIAVI to expand VALOR's testing for Open RAN. Streamlined Testing: Establish ...

Viavi Solutions Inc. (VIAV) has selected ETS-Lindgren to supply a radio frequency-shielded anechoic chamber for Massive MIMO over-the-air (OTA) testing of Open Radio Units (O-RUs) at the VIAVI Automated Lab-as-a-Service for Open RAN (VALOR). The strategic move is poised to benefit radio manufacturers targeting the National Telecommunications and Information Administration's (NTIA) Public Wireless Supply Chain Innovation Fund (PWSCIF) Second Notice of Funding Opportunity (NOFO 2), which emphasizes O-RU comme ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22874 Viavi Solutions Inc. (Exact name of Registrant as specified in its charter) Delaware 94-2579683 (State or other jurisdicti ...

财务数据和关键指标变化 - 第三季度净收入为2.46亿美元，超出指导范围的下限245百万美元 [4] - 收入环比下降3.3%，同比下降0.7% [5] - 第三季度的营业利润率为9.3%，略高于指导范围的下限8.8%至12% [5] - 每股收益为0.06美元，符合指导范围的0.05至0.09美元，同比下降0.02美元 [6] 各条业务线数据和关键指标变化 - NSE（网络和服务）第三季度收入为1.698亿美元，低于指导范围的1.73亿至1.79亿美元，同比下降4.2% [7] - NE（网络设备）第三季度收入为1.517亿美元，同比下降0.1% [7] - SE（软件和服务）第三季度收入为181万美元，同比下降28.7% [7] - OSP（光学和传感器产品）第三季度收入为7620万美元，超出指导范围的7200万至7400万美元，同比增长8.1% [9] 各个市场数据和关键指标变化 - NSE的毛利率为61.4%，同比下降190个基点 [8] - OSP的毛利率为50.1%，同比下降50个基点 [9] - NSE的营业利润率为负1.8%，同比下降320个基点 [8] - OSP的营业利润率为34.3%，同比下降230个基点 [10] 公司战略和发展方向和行业竞争 - 公司面临的市场环境依然具有挑战性，特别是在服务提供商和企业客户领域 [15] - 尽管NSE需求疲软，但OSP需求强劲，部分抵消了NSE的弱势 [15] - 预计在2025年，服务提供商的支出将面临更大的压力，可能会导致更高的设备更换需求 [43][46] 管理层对经营环境和未来前景的评论 - 管理层指出，企业客户的支出趋于保守，导致收入未达预期 [15][22] - 预计第四季度将是季节性强劲的季度，但整体支出环境仍将保守 [17] - 对于未来，管理层对NSE和SE业务的恢复持谨慎乐观态度，认为设计赢得和订单渠道表现良好 [30][56] 其他重要信息 - 第三季度末现金和短期投资总额为4.861亿美元，较第二季度的5.718亿美元下降 [11] - 第三季度的资本支出为320万美元，同比下降760万美元 [13] - 公司在第三季度未进行股票回购 [11] 问答环节所有提问和回答 问题: 企业和服务提供商的支出情况如何？ - 管理层表示，北美的服务提供商支出疲软，项目延迟，企业客户的支出也趋于保守 [22][24] 问题: 对于未来的季节性趋势有何看法？ - 管理层认为，9月通常是较低的季度，预计服务提供商的支出不会改善 [27] 问题: NSE的营业利润率恢复的可能性？ - 管理层指出，恢复的关键在于收入的增长，特别是高贡献率的SE业务 [55][56] 问题: PNT业务的强劲表现来源于哪里？ - 管理层提到，主要来自航空航天和国防领域的需求增长 [58]

净收入情况 - VIAVI第三季度净收入为2.46亿美元，同比下降0.7%[1] - GAAP净收入为2.46亿美元，同比下降0.7%[6] 运营利润率 - GAAP运营利润率为-4.8%，同比下降400个基点[1] - 非GAAP运营利润率为9.3%，同比下降210个基点[1] 财务展望 - 第四季度预期净收入在2.46亿至2.58亿美元之间，非GAAP每股收益在0.06至0.08美元之间[2] 地区分布 - 美洲、亚太和欧洲、中东和非洲客户分别占2024年3月份总净收入的35.9%、36.5%和27.6%[2] 资产情况 - 公司持有总现金、短期投资和短期限制性现金为4.861亿美元[2] - 2024年3月30日，公司持有总净账面价值为6.344亿美元的1.625%优先可转换票据和3.75%优先票据[2] 现金流 - 2024年3月30日，公司从运营活动中产生了1.95亿美元的现金流[2] 公司财务状况 - VIAVI SOLUTIONS INC. 2024年3月30日的总资产为1744亿美元，较2023年7月1日的1850.5亿美元有所下降[7] 部门净收入情况 - VIAVI SOLUTIONS INC. 2024年3月30日的网络和服务启用部门的净收入为1.69亿美元，较2023年4月1日的1.77亿美元有所下降[8] 非GAAP财务指标 - VIAVI SOLUTIONS INC. 提供非GAAP财务指标，用于评估公司的运营绩效和与竞争对手的比较[9] 第一季度财务表现 - VIAVI SOLUTIONS INC. 2024年第一季度营收为137.9百万美元，较去年同期141.0百万美元略有下降[11] - 非GAAP措施显示2024年第一季度营收为142.5百万美元，较去年同期148.0百万美元略有下降[11] - 2024年第一季度净亏损为24.6百万美元，每股亏损0.11美元[11] 调整后的EBITDA - 调整后的EBITDA显示2024年第一季度为32.6百万美元，较去年同期37.3百万美元略有下降[14]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22874 Viavi Solutions Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporati ...

Viavi Solutions Inc. (NASDAQ:VIAV) Q2 2024 Results Conference Call February 1, 2024 4:30 PM ET Company Participants Ilan Daskal - CFO Oleg Khaykin - President and CEO Conference Call Participants Michael Genovese - Rosenblatt Tim Savageaux - Northland Capital Alex Henderson - Needham & Company Meta Marshall - Morgan Stanley Ruben Roy - Stifel Operator Hello, everyone. My name is Rob. Welcome to Viavi Solutions Second Quarter Fiscal Year 2024 Earnings Call [Operator Instructions]. I will now turn the line ov ...