Viavi Solutions Inc. (VIAV) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
Viavi Solutions Inc. (VIAV) Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) August 17, 2026 5:00 PM EDT Company Participants Oleg Khaykin - President, CEO & Director Ilan Daskal. . .
Viavi Solutions Inc. (VIAV) Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) August 17, 2026 5:00 PM EDTCompany ParticipantsOleg Khaykin - President, CEO & DirectorIlan Daskal - Executive VP & CFOConference Call ParticipantsMichael Genovese - Rosenblatt Securities Inc. , Research DivisionPresentationMichael GenoveseRosenblatt Securities Inc. , Research DivisionHi, everyone. Good afternoon. Welcome to the Rosenblatt Age of AI Technology Conference. This is a fireside chat with Viavi Solutions. I'm Mike Genovese, the cloud and communications equipment analyst. Super pleased today to be joined by the management team of Viavi Solutions, Oleg Khaykin and Ilan Daskal. And we also have Vibhuti Nayar from IR on the panel as well, just off camera right now. So we've got the whole team and hi, guys. Great to see you. Oleg KhaykinPresident, CEO & DirectorMike, good to see you again. Been a long of time. A whole week. Question-and-Answer SessionMichael GenoveseRosenblatt Securities Inc. , Research DivisionWell, bear with me here because my first questions tend to be a little bit worry and have a little bit of wind up to them. But I just want to level set the audience here because you just reported fourth quarter, as you said, fourth quarter '26, the June quarter. And you said that data center within your NSE segment, your big segment, was about 50% of the revenues, aerospace and defense, about 17% and telco is the rest. So given that, I mean, it looks like to investors that 800G test transceiver-type testing is probably the highest volume lab and production driver. And there's a surge in transceiver production across North America and Asia. So what do you view your market share is in 800G and Ethernet testing today? How does that differ between the Western and the Asian transceiver makers? And how much tailwind remains in upgrading from 400 to 800 before 800 peaks?