- 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 & Telecom Conference Transcript
All right. Welcome, everybody. We're at about a few seconds early, but we'll do that with the research disclosure. So for important research disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Welcome, everybody. I'm Meta Marshall. I cover the networking names here at Morgan Stanley. We're pleased today to have Henk Derksen, CFO of Viavi. We saw other just last week at Mobile World Congress. So this is a good chance to kind of refresh on some of our conversations.
Questions & Answers
So, maybe to start with, Viavi has had a wild couple of quarters from a meaningful surprise pullback in spending in any -- in fiscal Q1 to kind of a quicker resurgence. Just what have you seen in your customer behavior over the past couple of quarters, particularly maybe on the NE front?
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |
![](https://static.gurufocus.com/material/money-back-guarantee.png)
![](https://static.gurufocus.com/trust_rating.png)
![](https://static.gurufocus.com/trust.png)