### @VIAV — Confirmed — from the Q2 and Q3 FY2026 earnings calls
That extended as hyperscalers began vertically integrating into their supply chains through partnerships and multi‑quarter commitments, I mean, and management now describes a good view of base demand up to three quarters ahead, you know, expecting data‑center momentum through calendar 2026. It draws a hard line past that— as a practice we will not forecast beyond the end of the calendar year and define the ‘foreseeable future’ as the next three quarters, right?
- tier: Confirmed (✓)
- source: VIAV / How far ahead it will look: about three quarters, no more
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-viav-src-viav-visibility-cap-rotation
- posted: 2026-08-02T22:49:35.369Z