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Viavi Solutions (VIAV) Cimbs 28.7% on Upbeat Outlook
Yahoo Finance· 2025-11-03 14:34
We recently published 10 Stocks With Easy 20-40% Gains. Viavi Solutions Inc. (NASDAQ:VIAV) is one of the last week's best-performing stocks. Viavi Solutions soared by 28.7 percent week-on-week, with investor sentiment bolstered by its bullish outlook for its businesses. In an updated report earlier in the week, Viavi Solutions Inc. (NASDAQ:VIAV) said it expects strong demand to continue for its data center ecosystem as well as aerospace and defense technologies. Viavi Solutions (VIAV) Cimbs 28.7% on Upb ...
Viavi Solutions(VIAV) - 2026 Q1 - Earnings Call Presentation
2025-10-30 04:30
业绩总结 - 财政2026年第一季度总收入为2.991亿美元,同比增长25.6%[22] - Q1 2026净收入为299.1百万美元,较Q4 2025增长3.0%,同比增长25.6%[23] - Q1 2026总毛利为1.796亿美元,较2025年第四季度增长2.9%,同比增长27.6%[28] - Q1 2026非GAAP净收入为33.1百万美元,较Q4 2025增长11.4%,同比增长166.9%[24] - Q1 2026每股基本净收入为0.15美元,较Q4 2025增长15.4%,同比增长150.0%[24] 用户数据 - NSE部门收入为2.16亿美元,同比增长35.5%[11] - OSP部门收入为8310万美元,同比增长5.5%[13] - 网络与服务启用部门的净收入为2.16亿美元,环比增长3.3%,同比增长35.5%[28] - 网络与服务启用部门的毛利为1.361亿美元,环比增长4.7%,同比增长40.2%[28] 财务指标 - 非GAAP营业收入为4710万美元,同比增长97.1%[22] - Q1 2026总成本为130.1百万美元,较Q4 2025增长2.4%,同比增长27.4%[23] - Q1 2026毛利润为169.0百万美元,较Q4 2025增长3.4%,同比增长24.2%[23] - Q1 2026运营费用总计161.4百万美元,较Q4 2025增长8.9%,同比增长29.5%[23] - Q1 2026非GAAP毛利率为60.0%,较Q4 2025下降10个基点,同比上升90个基点[24] 现金流与资产 - 运营现金流为3100万美元,自上季度增长30.3%[17] - 自由现金流为2250万美元,资本支出为850万美元[8] - 2026年第一季度现金及现金等价物为5.438亿美元,较2025年第四季度增长28.3%[29] - 2026年第一季度总资产为20.821亿美元,较2025年第四季度增长4.4%[29] - 2026年第一季度流动负债总额为4.975亿美元,较2025年第四季度下降15.5%[29] 未来展望 - 预计财政2026年第二季度总收入在3.6亿至3.7亿美元之间[14] 负面信息 - Q1 2026GAAP净亏损为21.4百万美元,较Q4 2025下降367.5%[23] - OSP部门毛利率为52.3%,同比下降300个基点[13] - 2026年第一季度股东权益总额为7.239亿美元,较2025年第四季度下降7.0%[29] 研发与支出 - Q1 2026研发费用占总收入的比例为18.7%,较Q4 2025下降100个基点,同比下降200个基点[23]
Why Nokia Stock Surged Today
Yahoo Finance· 2025-10-29 05:57
Key Points Nvidia is taking a $1 billion stake in Nokia. Nokia CEO Justin Hotard plans to use the proceeds to "put an AI data center into everyone's pocket." 10 stocks we like better than Nokia Oyj › Shares of Nokia (NYSE: NOK) soared by 23% on Tuesday after the telecom equipment provider announced a billion-dollar partnership with artificial intelligence (AI) titan Nvidia (NASDAQ: NVDA). Image source: Getty Images. Entering the AI arena As part of the deal, Nvidia plans to make a $1 billion inv ...
Nvidia's $1 billion stake sends Nokia to decade high on AI hopes
Yahoo Finance· 2025-10-28 23:44
By Supantha Mukherjee and Louise Rasmussen STOCKHOLM (Reuters) -Nvidia will pay $1 billion for a stake of 2.9% in Nokia as part of a deal focused on AI and data centers, the Finnish telecom ​equipment maker said on Tuesday as its shares hit their highest level in nearly a decade. Nokia said the companies will collaborate ‌on artificial intelligence networking solutions and explore opportunities to include its data center communications products in Nvidia's future AI infrastructure plans. Capital expendi ...
E.ON and Nokia join forces for a five-year strategic collaboration for telecommunications network modernization for distribution system operators
Globenewswire· 2025-10-28 16:00
Press Release E.ON and Nokia join forces for a five-year strategic collaboration for telecommunications network modernization for distribution system operators Under the E.ON group-wide frame contract, Germany becomes the first country to deploy a high-efficiency telecommunications network for distribution system operators designed to reduce energy consumption up to 50% while boosting grid security and resilience. Renewed network infrastructure will increase E.ON’s ability to further grow in telecommunicati ...
How Nokia Stock Found a Clear Signal Today
Yahoo Finance· 2025-10-24 03:09
Key Points Nokia's stock jumped over 11% despite the company missing Q3 revenue expectations by a significant margin. Strong order momentum from AI and cloud data center customers is setting Nokia up for stronger revenue ahead. Nokia is transitioning from a pure telecom play to a diversified networking company with a lucrative AI groove. 10 stocks we like better than Nokia Oyj › Nokia (NYSE: NOK) investors enjoyed a strong boost on Thursday. The Finnish telecom equipment giant reported robust thir ...
Tesla profits fall, oil prices surge as US imposes sanctions on Russian oil
Youtube· 2025-10-23 21:58
Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karmali live from Yahoo Finance Studios in London. It's Thursday 23rd October.Coming up on the show, Tesla's profits fall after rising costs undermined record sales. Quantum computing stocks are soaring. I'll tell you why.And a spike in tensions with Russia and China is weighing on investors minds. So grab your coffee and let's own the morning. The first thing you need to know is that the US is imposing sanctions on Russia's two biggest oil compan ...
Global Telecom's TITAN 5G Devices Certified for T-Mobile's T-Priority Solution — A New Standard for Fixed Wireless Access
Businesswire· 2025-10-22 04:40
公司动态 - Global Telecom Engineering公司的TITAN 5000、TITAN 5100和TITAN 5400三款5G FWA设备现已获得T-Priority认证 [1] - T-Priority是T-Mobile为急救人员设计的革命性5G解决方案 [1] - 此次里程碑式的合作旨在为公共安全、公用事业、医疗服务和农村地区等关键领域提供可靠的高性能宽带 [1] 行业影响 - 此次合作将推动物联网和固定无线创新领域的发展 [1] - 合作重点在于提升关键行业的高性能宽带接入能力 [1]
HPE Collaborates With Ericsson to Validate Dual-Mode 5G Core Solution, Empowering Telco Service Providers to Deliver Seamless Next-Generation Core Networks
Businesswire· 2025-10-16 23:30
合作概览 - HPE与爱立信宣布成立联合验证实验室 [1] - 该合作旨在解决电信服务提供商在部署多供应商基础设施堆栈时面临的关键挑战 [1] 合作目标与技术重点 - 实验室将验证云原生、支持人工智能的双模5G核心解决方案 [1] - 合作致力于满足市场对部署高性能、可扩展且高效网络的需求 [1] - 合作同时着眼于管理引入多供应商基础设施所带来的复杂性 [1]
Why Ericsson Stock Jumped to Multiyear Highs Today
Yahoo Finance· 2025-10-15 01:59
股价表现 - 爱立信股价在周二大幅上涨206%,而同期标普500指数下跌15% [1] - 在斯德哥尔摩证券交易所,爱立信美国存托凭证的基础股票上涨18% [2] - 此次上涨后,公司股价触及自2022年春季以来的多年高点 [5] 第三季度财务业绩 - 第三季度销售额同比下降9%至562亿瑞典克朗 [3] - 摊薄后每股收益从114克朗增至333克朗,增长近两倍 [3] - 业绩全面超出分析师平均预期,被瑞典媒体称为“镀金”财报 [3][7] 业务运营与前景 - 公司五个地理区域中有三个实现了积极的有机销售额同比增长 [3] - 来自美洲地区的订单额下降8% [3] - 首席执行官指出,受高利润率软件和服务强劲销售的推动,毛利率在可预见的未来将维持在当前提升后的水平 [5]