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Viavi projects up to $370M Q2 revenue as data center and Spirent acquisition drive growth Oct. 29, 2025 8:57 PM ETViavi Solutions Inc. (VIAV) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Viavi Solutions Inc. (VIAV) Q1 2026 Management View CEO Oleg Khaykin highlighted, "The first quarter of fiscal '26 saw the continuation of strong momentum from the fourth quarter of fiscal '25 coming in above the high end of our guidance. It Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Spirent's business adds about $200 million in annual revenue run rate and higher margins, expected to be both net accretive and improve overall efficiency through integration. Accelerating demand from the data center ecosystem, growth in aerospace and defense, and product and revenue synergies from the Spirent acquisition are central to Viavi's growth. Business mix is now 45% service provider, 40% data center, and 15% aerospace/defense, with data center revenues nearly matching service provider, decreasing reliance on the latter and reducing volatility. Recommended For You More Trending News
