14 August 2026
VIAVI SOLUTIONS INC.
10-K / August 13, 2026
10-K / August 16, 2024
10-K / August 13, 2026
VIAVI Solutions Inc.
Overview
VIAVI Solutions is a two-segment global technology company focused on test and measurement and optical technologies. It supports telecom and data-center networks, government and defense, aerospace, automotive sensing, and high-volume optical applications such as anti-counterfeiting and consumer electronics.
Business segments
Network and Service Enablement (NSE)
- Integrated portfolio of test, monitoring, assurance, and resilient PNT solutions.
- Product capabilities include high-speed optical and Ethernet test instruments, lab and production testing, fiber testing, and wireless development tools (including Lab-as-a-Service and Test-as-a-Service).
- Serves hyperscale data centers, cloud operators, telecom service providers, NEMs, semiconductor vendors, enterprise IT, government, and defense customers.
- Following the acquisition of certain Spirent Communications plc businesses in October 2025, VIAVI’s high-speed Ethernet portfolio addresses layers 0–7 of the OSI stack.
- Product families include NPTS, MCX, and AI/automation-oriented solutions.
- Customer examples: AMD, América Móvil, AT&T, British Telecom/Openreach, Ciena, Cisco, Deutsche Telekom, Ericsson, Lumen Technologies, Nokia, Verizon.
Optical Security and Performance Products (OSP)
- Uses core optical coating technologies and volume manufacturing to serve anti-counterfeiting, 3D sensing, aerospace, industrial, and automotive markets.
- Anti-counterfeiting: color-shifting pigmented inks used by banknote printers; technology deployed on banknotes in more than 100 countries.
- 3D sensing: advanced optical filters (including LAS) that improve depth sensing and signal-to-noise for cameras and sensors.
- Other offerings: spectral sensing (handheld/process near-infrared spectrometers), custom optical coatings, and coatings for aerospace/defense and automotive sensing (including LiDAR and in-cabin monitoring).
- Customer examples and partners: SICPA (strategic alliance for banknote security), Lockheed Martin, Seiko Epson.
Markets and customers
- NSE target markets: telecom and datacom service providers, data center operators, semiconductor vendors, transceiver/module developers, NEMs, OEMs, enterprises, government and defense, utilities, and first responders.
- OSP target markets: banknotes/documents and anti-counterfeiting, consumer electronics, government/aerospace, automotive sensing (LiDAR), and industrial applications.
- Representative customers include major telecoms and technology firms listed above.
Intellectual property
- Approximately 1,220 U.S. patents and 2,225 foreign patents.
- About 1,062 patent applications pending worldwide.
- Average patent age: roughly 10.4 years.
People, locations, and operations
- About 4,100 employees worldwide (as of June 27, 2026) across 34 countries.
- Manufacturing locations: United States, France, Germany, United Kingdom, and China.
- Uses contract manufacturers with a global footprint, including facilities in China and Thailand.
Research and development
- Ongoing R&D across NSE and OSP to develop new products and features, support AI and 3D sensing, portable test instruments, handheld spectrometers, and manufacturing improvements.
- Post-Spirent integration expands NSE’s high-speed Ethernet capabilities.
Restructuring and capacity actions
- Fiscal 2026 plan to improve operational efficiency, align workforce with strategic needs, and integrate recent acquisitions.
- Expected annualized gross cost savings of about $30 million.
- Approximately 5% of the global workforce affected; a substantial portion of the plan is expected to be completed by the end of calendar year 2026.
Manufacturing and sourcing
- Combination of in-house manufacturing in multiple countries and global contract manufacturing partners.
- Diverse supplier base, with some sole or limited-source dependencies for particular components.
Governance and cybersecurity
- Board-level risk oversight includes cybersecurity and information technology risks.
- An independent Cybersecurity Steering Committee reports to the Audit Committee and the Board.
- Maintains ISO 27001 certification for certain in-scope products and operations and carries cyber liability insurance.
Summary
VIAVI Solutions operates two complementary segments—test and measurement (NSE) and optical security/performance (OSP)—serving telecom, data-center, government, aerospace, automotive, and industrial markets. The company focuses on security, 3D sensing, and resilient infrastructure capabilities, maintains a broad patent portfolio, employs roughly 4,100 people worldwide, and continues to consolidate and expand through acquisitions and operational actions.
