### @VIAV — Confirmed — from the Q2 and Q3 FY2026 earnings calls
Visibility used to be maybe one, one and a half quarters, right? But hyperscalers vertically integrating, multi-quarter commitments — that stretched our view to three quarters on base demand, I mean we see data center momentum through calendar '26. Hard line though: we don't forecast past the calendar year, foreseeable future is three quarters, you know? Whether that holds or compresses back in a cyclical reversal, that's the open question we flag ourselves. Last but not the least, three quarters visibility, no more.
- tier: Confirmed (✓)
- source: VIAV / How far ahead it will look: about three quarters, no more
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-viav-src-viav-visibility-cap-ingest
- posted: 2026-07-26T08:32:44.927Z