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Viavi Solutions is a specialist in network testing and security technologies and is currently benefiting from dynamic developments in the data center sector as well as growing demand from the defense and aerospace industries.
On January 29, the company reported strong quarterly figures, with both sales of USD 369.3 million (growth: 36.4%) and earnings per share of 0.22 exceeding expectations. Growth is expected to continue. Sales of between USD 386 million and USD 400 million are expected for the current quarter. Management particularly emphasized the high demand in the data center sector, with the expansion of AI infrastructure requiring massive test and measurement capacities for new high-speed networks (e.g. 800G/1.6T Ethernet). Viavi is an important supplier here. The CEO said that the predictability of orders has increased from 1 to 1.5 quarters in the past to up to 3 quarters now.
The share will open with an up-gap after the Q2 figures. The strength can now be followed. (VIAV)
