Viavi Solutions (VIAV) Rosenblatt 6th Annual Age of AI Technology Summit summary

Strategic transformation and business evolution

• Shifted from a telecom-centric model to focus on AI, data centers, and mil-aero markets over the past decade.

• Diversified product offerings from field instruments to lab and production test equipment, emphasizing fiber and optical technologies.

• Entered wireless and aerospace/defense sectors through acquisitions and internal development, targeting GPS-denied environments and PNT solutions.

• Growth in AI data center and aerospace/defense segments now drives the majority of networking revenue.

• Service provider business remains stable with low single-digit growth, while next-gen providers are integrated into the data center ecosystem.

Data center and optical market dynamics

• Data center business benefits from rapid technology refresh cycles, with transceiver-related revenues tripling organically in the last 18 months.

• Co-packaged optics and advanced packaging are expanding the addressable market, with multi-insertion testing becoming critical.

• Optical Cross Connect (OCS) and CPO markets are expected to offer richer testing opportunities than traditional transceivers.

• Hyperscalers are increasing demand for fiber monitoring and advanced fiber types, driving further growth.

• Industry bottlenecks are more related to integration and setup than hardware shortages, with significant test equipment orders placed for the coming years.

Aerospace, defense, and PNT opportunities

• Positioning, navigation, and timing (PNT) solutions are critical for infrastructure, military, and autonomous systems, especially in GPS-denied environments.

• Demand for PNT is rising due to global conflicts and increased use of drones and smart munitions.

• The company’s PNT offerings are positioned as essential for resilience and security across multiple sectors.