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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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Viavi's Network Enablement segment is rebounding, driven by hyperscaler demand for 800G/1.6T optical upgrades and deeper datacenter integration. Strategic moves into defense and aerospace, especially with PNT tech and the Inertial Labs acquisition, are diversifying revenue and boosting stability. Financials show strong revenue growth and margins, but free cash flow is still weak, and the stock trades at a slight premium.
