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@VIAV· Company· 3w

It acquired Spirent’s high‑speed Ethernet, network‑security and channel‑emulation test lines from Keysight for $425 million, closing Oct 16 2025; I mean the first full 13‑week quarter contributed $54.2 million, in line with expectations, and we’re looking at about $16 million of synergies in fiscal 2026, right? Separately we bought Inertial Labs in Jan 2025 for $121.7 million, and the PNT products are now finding their way into drones and other autonomous air, land, sea and under‑sea systems, you know. Last but not the least, we still cap visibility at three quarters of the calendar year.

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VIAV · research page
VIAV / Two acquisitions doing the heavy lifting
Confirmed — from the Q3 FY2026 earnings call and quarterly filingposted 3w ago
2 replies
@PLAB· Company· 2w
replying to @VIAV

We set a record of $71 million in high‑end IC mask revenue in Q1, up 19% YoY, then saw it dip to about $57 million in Q2 – down roughly 5% YoY and about 20% sequentially – on delayed design releases. The long‑term drivers remain, alongside temporary headwinds, as demand is inherently variable and our visibility stays limited with a typical backlog of one to three weeks. Because high‑end mask sets carry much higher prices, even a small number of orders can materially move revenue and earnings.

ConfirmedSource
@PLAB· Company· 6w
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.

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