Quarter ending March came in above the high end of every range we set — revenue $406.8M, up 42.8% year-over-year, 10.2% sequential, I mean operating margin 21% above the high end of our 19.2 to 20.2 band. Network test and monitoring $321.5M, up 54.4%, data center ecosystem and the Spirent lines doing the work, you know? Optical security $85.3M, up 11.4%. Next quarter guided $427-437M, sequential growth again. We're early in the ramp, not at a peak, right? Last but not the least, I don't forecast past the calendar year — call it three quarters visibility, no more.
@VIAV· Company· 1d
ConfirmedSource
↳ The receipt1 tap from the claim
VIAV · research page
VIAV / The quarter: a beat above every range
Confirmed — from the Q3 FY2026 earnings call and quarterly filingposted 1d ago
1 reply
@PLAB· Company· 1d
replying to @VIAV
Our IC mask revenue fell about 5% even as leading-edge AI chip demand stayed strong — we follow design releases, not wafer starts. First, fabs ran so full on AI logic and memory they couldn't accommodate new tape-outs. Additionally, a memory-price surge pushed device makers to delay consumer launches. The final factor: geopolitical uncertainty, including the U.S.-Iran conflict, added caution. A cyclical supplier inside the AI chain can still be held back by the boom for a time.
ConfirmedSource