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Viavi Set to Acquire Spirent's Ethernet Business: Stock to Gain?
ZACKS· 2025-03-04 18:25
Core Viewpoint - Viavi Solutions Inc. has entered into a definitive agreement to acquire the high-speed ethernet and network security business of Spirent Communications for a total transaction value of $425 million, with completion expected by Q2 2025, pending regulatory approvals [1][2]. Group 1: Acquisition Details - The acquisition is valued at $410 million in base cash consideration and $15 million in contingent cash consideration [1]. - Viavi previously attempted to acquire Spirent for approximately $1.3 billion, but Keysight Technologies made a higher bid of around $1.46 billion, which was approved by Spirent shareholders [2]. - Keysight plans to divest Spirent's high-speed ethernet and network security businesses to facilitate regulatory approval for its acquisition of Spirent [2][3]. Group 2: Strategic Advantages - The acquisition will enhance Viavi's product portfolio by integrating Spirent's offerings, which include ethernet testing and network security solutions [4][6]. - This integration is expected to bolster Viavi's ethernet testing platform and improve its commercial prospects in rapidly growing markets such as security, ethernet, data center, AI, and digital infrastructure [6]. - The transaction is anticipated to add $180 million in revenues to Viavi's Network and Service Enablement segments within the first 12 months post-acquisition [7]. Group 3: Financial Performance - The acquisition is expected to be accretive to Viavi's financial performance, likely enhancing its earnings per share (EPS) within 12 months after closing [7]. - Viavi's stock has gained 10.9% over the past year, compared to the industry's growth of 26.9% [8].
VIAVI to Acquire Spirent Communications plc's High-Speed Ethernet and Network Security Testing Business
Prnewswire· 2025-03-03 07:00
Enables VIAVI to offer new solutions in high-speed ethernet and network security testing Provides a complementary and synergistic product portfolio across ethernet, security, AI, and digital infrastructure verticalsCHANDLER, Ariz., March 3, 2025 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced that it has signed a definitive agreement to acquire Spirent Communications plc's high speed ethernet and network security business lines (the "High-Speed Ethernet and Network Security Bus ...
VIAVI, AT&T and Verizon Announce Collaboration to Accelerate Testing of Open RAN
Prnewswire· 2025-02-27 11:30
CHANDLER, Ariz., Feb. 27, 2025 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced a strategic partnership between VIAVI Automated Lab-as-a-Service for Open RAN (VALOR™) and the Acceleration of Compatibility and Commercialization for Open RAN Deployments (ACCoRD) project led by AT&T and Verizon. As co-grantees of the U.S. National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund, VALOR and ACCoRD will collaborate on Open RAN testin ...
MWC Barcelona 2025: VIAVI Collaborations Showcase Importance of Ecosystem in Advancement of AI-RAN, 6G, NTN and Open Networks
Prnewswire· 2025-02-25 12:10
Core Insights - VIAVI Solutions Inc. will showcase advancements in the telecom industry at MWC Barcelona, emphasizing the importance of collaboration within the telecom ecosystem as networks become more open and complex [1][5] Group 1: Collaborations and Demonstrations - VIAVI will collaborate with over 20 companies, including Calnex Solutions for network testing and Infosys for cloud-based network management, highlighting the integration of AI and cloud technologies [2][5] - Demonstrations will feature partnerships with Samsung, NVIDIA, and academic institutions like SUTD and Yonsei University, focusing on AI-driven enhancements in Radio Access Networks (RAN) [7][8] - The company will present its Open RAN solutions in collaboration with various industry leaders, showcasing testing and implementation strategies [4][12] Group 2: Technology Focus Areas - The event will highlight advancements in 6G technology, including AI/ML-based beam management and digital twin technology for integrated sensing and communication [13][9] - Non-terrestrial networks (NTN) will be showcased, demonstrating the potential for enhanced communication capabilities in various environments [11][10] - VIAVI's solutions for energy-efficient network performance and optimization will be a key focus, particularly in the context of AI and cloud integration [5][9] Group 3: Industry Impact - The telecom industry is undergoing significant changes, necessitating operators to optimize complex network architectures to monetize their investments effectively [5] - The collaboration among trusted vendors is essential to address the challenges posed by evolving technologies such as 6G, AI, and cloud computing [5][6] - The standards and ecosystems being developed will play a crucial role in delivering next-generation technology solutions [5]
Can Viavi's Cutting-Edge Solutions Solicit Customer Interests?
ZACKS· 2025-02-20 16:55
Core Insights - Viavi Solutions Inc. will showcase advanced solutions at Mobile World Congress (MWC) 2025, focusing on network testing and optimization to address emerging security risks and enhance networking experiences [1][8] - The company is emphasizing its role in 6G research, demonstrating energy-efficient neuromorphic receivers and AI-based modulations [2][3] - Viavi's innovations include a semantic communication framework for metaverse avatars and AI/ML-based beam management for 6G networks [3] Group 1: Innovations and Demonstrations - Viavi will highlight its testing capabilities for advanced 5G technologies, including massive MIMO and multi-user MIMO, in both lab and field settings [4] - The company will present its Non-Terrestrial networks (NTN) digital twin testbed and resilient Positioning, Navigation and Timing (PNT) solutions for secure communication [5] - Demonstrations will also include AI-assisted RAN optimization and cloud-based automation platforms to support the Telco-to-Techco shift [6] Group 2: Market Position and Financial Outlook - Viavi's comprehensive product portfolio supports the transition to superfast 5G networks, which is expected to drive long-term revenue growth [7][8] - The company's innovations are anticipated to generate incremental demand for its solutions, leading to improved financial performance and potential stock price appreciation [8] - Over the past year, Viavi's stock has gained 29.5%, while the industry has seen a growth of 59.7% [9]
Battelle RavenStar™ Active Antenna System Successfully Tested for Open RAN Performance at VALOR™ Lab
Prnewswire· 2025-02-20 11:30
Core Insights - VIAVI Solutions Inc. announced that the Battelle RavenStar™ Active Antenna System is the first product validated under O-RAN and 3GPP test specifications at VALOR, an Automated Lab-as-a-Service for Open RAN [1] - VALOR aims to accelerate Open RAN adoption by providing accessible testing capabilities to new entrants and start-ups, facilitating U.S. certification without significant investment [2] - The RavenStar technology is an ultra-wideband, steerable radio unit designed to reduce total cost of ownership and enhance network capacity through massive MIMO [3] Testing and Validation - At VALOR, RavenStar underwent comprehensive Open Radio Unit testing, achieving 99% of theoretical uplink and downlink throughput, demonstrating high performance [4] - Successful testing at VALOR is seen as a significant milestone for Battelle, guiding future design and development decisions for the RavenStar technology [5] Strategic Partnerships - The partnership between Battelle and VIAVI is critical for validating the readiness of Open RAN technologies for deployment, showcasing the efficiency of VALOR's testing architecture [5] - VIAVI is recognized for its role in providing essential test results that will influence the development of Battelle's RavenStar product [5] Company Backgrounds - VIAVI is a global provider of network test, monitoring, and assurance solutions across various sectors including telecommunications and aerospace [6] - Battelle focuses on applying science and technology to solve critical issues, serving industries such as national security and health [7]
MWC Barcelona 2025: VIAVI Showcases Solutions to Optimize and Secure Networks Over the Air, Through the Cloud and Into Space
Prnewswire· 2025-02-19 11:30
Core Viewpoint - VIAVI Solutions Inc. will showcase its latest innovations in network optimization technologies at MWC Barcelona from March 3-6, 2025, focusing on advancements in 6G, AI, and network resilience [1][3]. Group 1: Technology Innovations - VIAVI will highlight its 6G Forward initiatives, AI-driven digital twins for network optimization, and Non-Terrestrial Network (NTN) validation [2][4]. - The company will demonstrate energy-efficient neuromorphic receivers and a goal-oriented communication framework for metaverse applications [5]. - VIAVI's solutions will include a digital twin of a real campus environment and advanced MIMO testing for massive and multi-user scenarios [5]. Group 2: Network Security and Resilience - VIAVI will address the growing security threats posed by quantum computing with its TeraVM Security Test for Post-Quantum Cryptography (PQC) [6]. - The company will showcase its NTN digital twin testbed and resilient Positioning, Navigation and Timing (PNT) solutions to ensure critical infrastructure operations [4][6]. Group 3: Transition from Telco to Techco - The telecommunications industry is evolving towards Techco models, requiring faster networks and lower latencies to support IoT, AI, and cloud computing [9]. - VIAVI will present solutions that facilitate this transition, including data-driven automation and AI-assisted RAN optimization [9]. Group 4: Network Management and Automation - VIAVI will demonstrate its NITRO® AIOps solution, which provides end-to-end visibility and autonomous issue resolution for complex multi-vendor networks [10]. - The company will stream real-time Open RAN remote testing demonstrations from its Automated Lab-as-a-Service (VALOR™) Lab [11].
VIAVI Validates Over-The-Air Performance of Nokia Massive MIMO Radio in Upper 6 GHz Band
Prnewswire· 2025-02-13 11:30
CHANDLER, Ariz., Feb. 13, 2025 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) today announced that its NITRO® Wireless test portfolio has validated the over-the-air (OTA) performance of the Nokia Massive MIMO radio operating in the upper 6 GHz frequency range, a band that will add crucial capacity to existing cell sites to support 5G-Advanced and 6G networks. As 5G applications push the currently allocated spectrum to its limits, a key focus for future generations of wireless technology is to e ...
Will Viavi Stock Gain From the Expansion of SecurePNT Portfolio?
ZACKS· 2025-02-12 16:31
Core Insights - VIAVI Solutions Inc. has launched the EdgeGM 7000, a resilient Edge Grandmaster Clock, enhancing its SecurePNT portfolio to provide superior resilience for Positioning, Navigation, and Timing (PNT) services [1][5] - The new solution supports up to 25G Precision Time Protocol (PTP) and multi-orbit SecureTime altGNSS, addressing vulnerabilities in critical infrastructure that rely on GNSS signals [1][2] Product Launch and Features - The EdgeGM 7000 combines advanced PTP capabilities with a compact, rack-mountable design, allowing for scalability from 1/10G to 25G PTP through a simple license upgrade [3] - It offers flexibility for GNSS backup activation via an on-demand alternate GNSS GEO-L source license over the air, showcasing its adaptability for various operational needs [3] Market Context and Demand - The increasing reliance on GNSS signals in critical networks such as 5G/6G telecommunications, AI data centers, and defense highlights the need for enhanced network resilience against cyber threats [2] - Governments are mandating infrastructure providers to strengthen their networks, creating a growing market for VIAVI's solutions [2] Financial Performance and Growth Potential - VIAVI's comprehensive product portfolio supports end-to-end network visibility and analytics, positioning the company for long-term revenue growth as the industry transitions to superfast 5G networks [4] - The launch of the EdgeGM 7000 is expected to generate incremental demand, potentially leading to improved financial performance and stock price appreciation [5] Stock Performance - VIAVI's shares have increased by 33.6% over the past year, although this is below the industry's growth of 69.9% [6]
VIAVI Expands SecurePNT Portfolio with Industry's First Edge Grandmaster Clock With 25G Precision Time Protocol and Multi-Orbit altGNSS Resiliency
Prnewswire· 2025-02-11 11:30
Core Insights - VIAVI Solutions Inc. has launched the EdgeGM™ 7000, a resilient Edge Grandmaster Clock that enhances its SecurePNT™ portfolio, providing up to 25G Precision Time Protocol (PTP) and multi-orbit SecureTimeSM altGNSSSM for critical infrastructure operations worldwide [1][2][3] Group 1: Product Features - The EdgeGM 7000 offers advanced features for Positioning, Navigation, and Timing (PNT) services, crucial for sectors like telecommunications, AI data centers, defense, and finance [2][3] - It integrates multisource assurance by combining signals from GNSS-dependent and GNSS-independent constellations across Medium Earth Orbit (MEO), Geosynchronous Earth Orbit (GEO), and Low Earth Orbit (LEO) [3] - The device is compact, rack-mountable, and can be upgraded from 1/10G to 25G PTP with a simple license, exceeding Level 4 PNT resiliency as per IEEE P1252 standards [3] Group 2: Market Context - There is a rising threat to critical infrastructure, particularly concerning disruptions to PNT services, which are essential for secure operations [2][4] - Governments are mandating improvements in the resilience of networks, prompting companies to adopt more responsible PNT service usage [2]