- Q3 2024 Viavi Solutions Inc Earnings Call TranscriptMay 02, 2024€7.3 (-1.35%)Earnings
- Q2 2024 Viavi Solutions Inc Earnings Call TranscriptFeb 01, 2024€9.03 (+2.50%)Earnings
- Q1 2024 Viavi Solutions Inc Earnings Call TranscriptNov 02, 2023€7.13 (-2.06%)Earnings
- Q4 2023 Viavi Solutions Inc Earnings Call TranscriptAug 10, 2023€9.73 (-0.92%)Earnings
- Q3 2023 Viavi Solutions Inc Earnings Call TranscriptMay 02, 2023€8.09 (+2.80%)Earnings
- Viavi Solutions Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 06, 2023
- Q2 2023 Viavi Solutions Inc Earnings Call TranscriptFeb 02, 2023€10.38 (+1.09%)Earnings
- Q1 2023 Viavi Solutions Inc Earnings Call TranscriptNov 03, 2022€14.78 (-2.90%)Earnings
- Viavi Solutions Inc 2022 Analyst Day TranscriptSep 13, 2022
- Q4 2022 Viavi Solutions Inc Earnings Call TranscriptAug 11, 2022€14.84 (+3.63%)Earnings
- Q3 2022 Viavi Solutions Inc Earnings Call TranscriptMay 03, 2022€13.83 (+1.27%)Earnings
- Viavi Solutions Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 10, 2022
- Q2 2022 Viavi Solutions Inc Earnings Call TranscriptFeb 03, 2022€14.14 (-3.38%)Earnings
- Viavi Solutions Inc at Needham Growth Conference (Virtual) TranscriptJan 10, 2022
- Viavi Solutions Inc at JPMorgan Tech/Auto Forum TranscriptJan 05, 2022
- Viavi Solutions Inc Annual Shareholders Meeting TranscriptNov 10, 2021
- Q1 2022 Viavi Solutions Inc Earnings Call TranscriptNov 04, 2021€14.2 (+0.32%)Earnings
- Q4 2021 Viavi Solutions Inc Earnings Call TranscriptAug 12, 2021€13.55 (-0.84%)Earnings
- Viavi Solutions Inc at Needham Technology & Media Conference (Virtual) TranscriptMay 20, 2021
- Q3 2021 Viavi Solutions Inc Earnings Call TranscriptMay 04, 2021€13.38 (-1.04%)Earnings
- Viavi Solutions Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 01, 2021
- Q2 2021 Viavi Solutions Inc Earnings Call TranscriptFeb 02, 2021€13.3 (+4.28%)Earnings
- Viavi Solutions Inc at JPMorgan Tech/Auto Forum (Virtual) TranscriptJan 12, 2021
- Q1 2021 Viavi Solutions Inc Earnings Call TranscriptNov 05, 2020€10.72 (+0.37%)Earnings
- Q4 2020 Viavi Solutions Inc Earnings Call TranscriptAug 11, 2020€12.08 (+0.25%)Earnings
- Viavi Solutions Inc at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 14, 2020
- Q3 2020 Viavi Solutions Inc Earnings Call TranscriptMay 06, 2020€11.2 (+2.75%)Earnings
- Viavi Solutions Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 04, 2020
- Q2 2020 Viavi Solutions Inc Earnings Call TranscriptFeb 04, 2020€13.1 (+3.15%)Earnings
- Viavi Solutions Inc at JPMorgan Tech/Auto Forum at CES TranscriptJan 07, 2020
- Q1 2020 Viavi Solutions Inc Earnings Call TranscriptOct 30, 2019€13.2 (-0.75%)Earnings
- Viavi Solutions Inc Analyst Day TranscriptSep 12, 2019
- Q4 2019 Viavi Solutions Inc Earnings Call TranscriptAug 15, 2019€12.49 (-2.42%)Earnings
- Q3 2019 Viavi Solutions Inc Earnings Call TranscriptMay 02, 2019€11.74 (-0.17%)Earnings
Viavi Solutions Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript
We will get started here. Welcome, everybody. We're happy to have Viavi here with us today. We have Oleg Khaykin, CEO; and Henk Derksen, CFO, with us. I'm Meta Marshall. I cover the networking space here at Morgan Stanley.
I'm going to start with a brief disclosure that if you have any questions, please check morganstanley.com/researchdisclosures or check with your sales representative on any disclosures. So I think that's enough time to say disclosures in one sentence, we're covered.
We're seeing a lot of CapEx cycles kind of across service providers right now. And so I think maybe it would be helpful just to start with where you guys are exposed to those various CapEx cycles? And how you can kind of help aid them along in these CapEx cycles?
Sure. Well, I mean -- so when you think about a service provider, a CapEx cycle, that's usually when there's 2 of them, right? One, when they build out the network, when they lay
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