Viavi Solutions Inc. (VIAV) Q3 2024 Earnings Call Transcript Summary
Viavi Solutions Inc. (VIAV) Q3 2024 Earnings Call Transcript Summary
Earnings per share (EPS) were reported at $0.06, aligning with the midpoint of projected EPS ($0.05-$0.07) and showed a sequential decline of $0.02 and a year-over-year decrease of $0.03.The following is a summary of the Viavi Solutions Inc. (VIAV) Q3 2024 Earnings Call Transcript:
以下是viavi solutions公司（VIAV）2024年第三季度業績會實錄摘要：
Financial Performance:
金融業績：
Viavi Solutions reported a net revenue of $238.2 million for Q3 2024, falling below the midpoint of the guidance range ($235M-$245M) indicating a sequential decrease of 5.5% and a year-over-year decrease of 3.9%.
Operating margin stood at 10%, reaching the lower end of the guidance (9.9%-11.7%), and decreased from the previous quarter by 90 basis points and from the previous year by 240 basis points.
Earnings per share (EPS) were reported at $0.06, aligning with the midpoint of projected EPS ($0.05-$0.07) and showed a sequential decline of $0.02 and a year-over-year decrease of $0.03.
Viavi Solutions報告2024年第三季度淨營業收入爲23820萬美元，低於指導區間中點（23500萬美元至245百萬美元），表明環比下降5.5%，同比下降3.9%。
營業利潤率爲10%，處於指導區間下限（9.9%-11.7%），與上一季度相比下降了90個點子，與去年同期相比下降了240個點子。
每股收益（EPS）報告爲0.06美元，與預計EPS中點（0.05美元至0.07美元）一致，環比下降了0.02美元，同比下降了0.03美元。
Business Progress:
業務進展：
Viavi is observing signs of normalization and recovery particularly in the NSE segment's order pacing, with expectations of stronger performance in Q2.
Investments continue in advanced product development, as evidenced by the launch of the Valor Lab and the release of the industry's first 1.6 terabits per second high-speed Ethernet testing, signaling leadership in wireless, data center, and high-performing computing markets.
Despite challenges, Viavi maintains stable financial resources, with total cash and short-term investments at the end of Q1 standing at approximately $497.9 million.
Viavi正在觀察到特別是在NSE板塊訂單增長方面的正常化和復甦跡象，預計第二季度業績更爲強勁。
在先進產品開發方面的投資持續進行，據此可見Valor實驗室的推出以及行業首款每秒1.6太比特的高速以太網測試發佈，表明在無線、idc概念和高性能計算市場中處於領先地位。
儘管面臨挑戰，viavi solutions穩定的財務資源，截至Q1結束時的現金和短期投資約爲49790萬美元。
Opportunities:
機會：
Recent launches and innovations in high-speed Ethernet products and testing services cater to the rising demands in data centers driven by AI and high-performance computing needs.
Continued investment in the NSE and OSP segments based on visualization of market recovery and expansion particularly in anti-counterfeiting and 3D sensing areas.
最近推出和創新的高速以太網產品和測試服務，滿足了人工智能和高性能計算驅動的idc概念不斷增長的需求。
根據對市場復甦和特別是在反僞造和3D感知領域擴張的可視化，繼續投資NSE和OSP業務板塊。
Risks:
風險：
Lower demand from service providers and enterprise customers causing revenue declines across NSE, NE, and SE segments, potentially impacting future business unless there is significant market recovery.
The near-term demand for anticounterfeiting products expected to soften as end customers work down their inventories.
由於服務提供商和企業客戶的需求下降，導致NSE、NE和SE業務板塊的營業收入下降，可能影響未來業務，除非市場出現顯著復甦。
預計未來較短期的反僞造產品需求將放緩，因爲最終客戶正在減少庫存。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
