Viavi Solutions Inc.


SKU: VIAV Category:


This is our first report on Viavi Solutions, a major player within the network test solutions and monitoring space. Despite supply chain issues and Covid-related shutdowns in China, the company delivered solid results in its last quarter with fiber and wireless fueling their growth. As North American service providers upgraded and expanded their networks with fibre, fibre grew by double-digit percentages from the same time the previous year. The 400 GigE and initial 800 GigE deployments helped Optic 11’s production business experience strong customer demand. Its solutions for assurance and products for data centres have been experiencing significant growth. The anticipated high market demand for 5G and increase in network traffic should be favourable for its SE business. Furthermore, they launched two new products during the quarter – the ApexNow and ALT-9000 universal radio altimeter flight line test set. The management further anticipates that stronger demand for 3D sensing and anti-counterfeiting should help revenues in the coming quarters. We initiate coverage on Viavi Solutions with a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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