Viavi Solutions Inc Stock Price, News & Analysis

VIAVI Solutions (NASDAQ: VIAV) has announced a strategic partnership with CrowdStrike to integrate its Observer network observability platform with CrowdStrike Falcon® Next-Gen SIEM. The integration aims to provide enhanced visibility across security and IT operations for joint customers.

According to VIAVI's 2025/2026 State of the Network Study, while 79% of organizations are moving towards converged NetSecOps, only 27% have completed this transition. The partnership leverages VIAVI's high-fidelity forensic data capabilities and network performance intelligence combined with CrowdStrike's threat intelligence and AI-driven automation to accelerate customers' NetSecOps journey.

The integration will be showcased at CrowdStrike's Fal.Con conference in the U.S. and Europe.

Viavi Solutions (NASDAQ:VIAV) has announced private convertible exchange and subscription transactions totaling $250 million in new 0.625% Senior Convertible Notes due 2031. The transaction consists of $100.9 million in new notes exchanged for $97.5 million of existing 2026 Notes, and $149.1 million in new notes issued for cash.

The new notes will have a 0.625% annual interest rate, mature on March 1, 2031, and feature an initial conversion price of $13.79 per share, representing a 25% premium over the closing price. Additionally, VIAVI plans to repurchase $30 million of its common stock at $11.03 per share using cash on hand.

VIAVI (NASDAQ: VIAV) reported strong fiscal Q4 and full-year 2025 results, demonstrating significant growth across key metrics. Q4 net revenue reached $290.5 million, up 15.3% year-over-year, with GAAP operating margin improving 760 bps to 5.3%. Full-year revenue grew 8.4% to $1.08 billion, while GAAP net income surged 234.9% to $34.8 million.

The company saw stabilization in core businesses and accelerated growth in data center ecosystem and aerospace & defense segments. Network and Service Enablement revenue increased 10.6% annually, while Optical Security and Performance Products grew 3.1%. VIAVI maintains a strong financial position with $429.0 million in cash and investments, generating $89.8 million in operating cash flow for FY2025.

Looking ahead, VIAVI projects Q1 FY2026 revenue between $290-298 million with non-GAAP EPS of $0.13-0.14, anticipating continued positive momentum through calendar year 2025.

Viavi Solutions (NASDAQ: VIAV) has scheduled its fiscal fourth quarter and fiscal 2025 financial results announcement for Thursday, August 7, 2025, after market close. The company will host an earnings conference call at 1:30 PM PT / 4:30 PM ET.

The earnings presentation will be accessible through a live webcast on VIAVI's investor relations website. Supporting materials, including the earnings release, supplementary slides, and historical financial tables, will be available in the Quarterly Results section.

The earnings call replay will be available until August 14, 2025, accessible via both toll-free and toll dial-in numbers.

VIAVI Solutions (NASDAQ: VIAV) has expanded its VALOR (VIAVI Automated Lab-as-a-Service for Open RAN) facility with new colocation capabilities to meet growing Open RAN testing demands. Located in Chandler, Arizona, the NTIA-funded facility now offers both on-demand labs and semi-permanent setups for extended testing periods.

The enhanced VALOR lab features secure, isolated testing environments using VLAN segregation, a state-of-the-art RF chamber for Massive MIMO testing, and comprehensive testing capabilities powered by VIAVI's NITRO Wireless Open RAN Test Suite. The facility supports up to 16 parallel spatial layers for system-level Massive MIMO performance testing.

VIAVI Solutions (NASDAQ: VIAV) announced that Netomnia, the UK's second-largest alternative network operator, has selected VIAVI's ONMSi Remote Fiber Test System (RFTS) to enhance their network expansion. Netomnia, along with YouFibre and brsk, currently serves 2.5 million premises with 325,000 premises connected.

The group aims to reach 3 million premises by end of 2025 and 5 million premises by 2027, with an annual build rate of one million premises. The ONMSi system will enable remote test-on-demand capabilities through a mobile app for network certification and monitoring, supporting Netomnia's ambitious expansion plans across 150 exchanges.

VIAVI Solutions (NASDAQ: VIAV) has signed a Memorandum of Understanding with South Korea's Hanyang University to advance 6G research at the university's Beyond-G Global Innovation Center. The collaboration involves VIAVI contributing its NITRO Wireless test suite and network digital twin technology to support AI-RAN, 5G, and 6G research initiatives. The Beyond-G Center, selected by South Korean authorities for a 10-year research grant worth over KRW 5 billion annually, focuses on implementing Hyper-space technology through hyper-resolution sensing, hyper-connectivity communications, and hyper-intelligence systems. The partnership aims to foster talent development in next-generation communications while providing students access to advanced test environments for 6G and AI-RAN research.

VIAVI Solutions' 2025/2026 State of the Network study reveals significant trends in enterprise network management. The study, based on insights from 750 global professionals, shows that 79% of enterprises plan to increase their reliance on packet capture in 2025. Organizations with strong packet capture capabilities demonstrated notable improvements, being four times more likely to resolve issues within an hour and showing 35% higher likelihood of resolution within three hours. The research highlights a 125% increase in collaborative monitoring models due to multi-cloud environments, with 42% of organizations implementing NetSecOps models reporting enhanced security benefits. Despite economic challenges, 92% of organizations reported sufficient budget, though 78% indicated needing more support for network security threats. The study emphasizes the growing importance of unified visibility, smarter tooling, and operational alignment in managing hybrid infrastructure and complex cloud environments.

Keysight Technologies (NYSE: KEYS) has secured U.S. antitrust clearance for its acquisition of Spirent Communications through a consent decree with the Department of Justice. As part of the agreement, Keysight and Spirent will divest Spirent's high-speed ethernet, network security, and channel emulation business lines to VIAVI Solutions or another DOJ-approved buyer. This divestment expands upon the previously announced March 2025 agreement through an amendment adding the channel emulation business line. The acquisition is expected to close during Keysight's fiscal third quarter ending July 31, 2025, pending remaining regulatory approvals, particularly from China's State Administration for Market Regulation, and other customary closing conditions. The divestment sale is anticipated to complete shortly after the acquisition becomes effective.