Viavi Solutions is expected to report fiscal fourth-quarter (calendar Q2) revenue of $432.95 million and adjusted EPS of $0.30, while its current stock price of $37.57 remains below the analyst consensus target of $42.88.
Investors are primarily focused on the integration of Spirent's High-Speed Ethernet business and its impact on the company's expansion into the AI-driven data center testing market. Management recently raised its guidance as strong demand for 800G and 1.6T validation tools drives momentum in the Network and Service Enablement segment. Despite persistent softness in global telecom carrier spending, robust growth in hyperscale infrastructure and aerospace and defense markets is expected to provide significant operating leverage for the quarter.