Funniest callout of the year from $Viavi Solutions(VIAV.US) on CPO timelines:
"Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.' That's all nonsense. CPO and all that thing is moving forward"They stated that Yes there's always issues, but the process is being improved and things are getting better. To follow up on that, the CEO stated: - Viavi has POs for CPO-testing activity- “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.”On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand. TLDR: Seeing CPO test revenues hit for $Viavi Solutions(VIAV.US) to $Formfactor(FORM.US) around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier. As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period. Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.
Viavi Solutions
VIAV----
Viavi Solutions (VIAV)
Viavi Solutions Inc. engages in the provision of test and measurement and optical technologies for military, aerospace, railway and first responder communicatio...
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Viavi Solutions Analyst Rating
View moreForecast & Rating
Oct 27, 2026Price forecast
$62.57119.74%
Forecast & RatingStrong buy
8analysts
- Strong buy75.00%
- Buy12.50%
- Hold12.50%
- Sell0.00%
- Strong sell0.00%
Daily Events
- Jul, 2
Viavi Solutions plunged 8.9% in regular trading, opening at $46.13 and hitting an intraday low of $44.66, after a pre-market report suggesting downgrade or demand risks triggered panic selling. Despite Q3 revenues of $406.8 million, up 42.8% YoY, net profit fell 67.2% to just $6.4 million, underscoring persistent margin pressure. The stock now trades 26.1% below its 52-week high of $60.43 and has broken below the 20-day moving average of $49.19, signaling weak technical momentum. However, recent product launches like PCIe 6.0 compliance and Ultra Ethernet validation suggest continued innovation in key growth areas.
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View more- E
$Viavi Solutions(VIAV.US): "In terms of share volume 800 is still the biggest driver, but 1.6 is ramping very quickly."
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$Viavi Solutions(VIAV.US): "We're still seeing a lot of 400G. It's going to be multiple nodes in parallel running. And the mix gradually shifting to 1.6T, taking the lead, followed by 800G. And I mean 400G is going to be around for quite a while as well."