VIAVI Solutions Enhances XEdge Platform with New Sensor Types for 4G/5G Monitoring
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy VIAV?
Source: Newsfilter
- Platform Upgrade: VIAVI Solutions announces enhancements to its XEdge edge monitoring platform with new sensors that strengthen data collection capabilities for private 4G, 5G, and Wi-Fi networks, thereby improving reliability and user experience in network performance monitoring.
- Diverse Sensors: The new XEdge v2 supports up to four cellular modems, enabling high-capacity data collection for continuous monitoring and testing in complex private network environments, catering to varying customer needs.
- Flexible Deployment: XEdge Lite, as a compact sensor, is designed for fixed installation and dense or distributed placement, supporting a single cellular modem to provide targeted, always-on monitoring adaptable to various environmental conditions.
- Automated Management: The platform is designed as an unattended system that supports remote control and 24/7 automated monitoring, simplifying management processes for enterprises and system integrators while ensuring SLA compliance and enhancing operational efficiency.
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Analyst Views on VIAV
Wall Street analysts forecast VIAV stock price to fall
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 31.600
Low
17.00
Averages
19.56
High
23.00
Current: 31.600
Low
17.00
Averages
19.56
High
23.00
About VIAV
Viavi Solutions Inc. is a global provider of network test, monitoring and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace and railway. The Company's segments include Network and Service Enablement (NSE) and Optical Security and Performance Products (OSP). The NSE segment provides an integrated portfolio of testing solutions that access the network to perform build-out and maintenance tasks. Its solutions address lab and production environments, network management, service assurance and artificial intelligence for IT operations (AIOps) for any kind of network, including wireless, wireline, cloud, satellite, public safety, military and critical infrastructure. The OSP segment leverages its core optical coating technologies and volume manufacturing capability to design, manufacture and sell technologies for the anti-counterfeiting, three-dimensional (3D) sensing, government and aerospace, automotive and industrial markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Volume Spike: Trading volume reached 134.6 million shares, approximately 43% above the three-month average, indicating strong investor interest in the company's growth potential, which may further drive stock price increases.
- Strategic Collaboration: The partnership with Palantir and World View aims to integrate drone, stratospheric balloon, and ground robot technologies to develop new defense and security solutions, solidifying Ondas's position in the defense market.
- M&A Activity: Ondas recently announced a merger with U.S. defense contractor Mistral and the acquisition of Bird Aerosystems, which specializes in airborne intelligence, demonstrating its intent to expand in the defense sector, with more details expected in the Q4 earnings report on March 25.
See More
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- Stock Price Surge: Ondas closed at $10.33 on Thursday, up 5.09%, primarily driven by news of its partnership with Palantir and World View, reflecting market optimism about its growth prospects.
- Trading Volume Spike: The trading volume reached 134.6 million shares, about 43% above the three-month average, indicating a significant increase in investor interest in Ondas, which may signal a future investment surge.
- Strategic Shift: Ondas rebranded at the start of the year to focus on defense and security, and the partnership with Palantir and World View further solidifies this strategic direction, expected to enhance the company's competitiveness in related markets.
- M&A Activity: Ondas recently announced a merger with U.S. defense contractor Mistral and the acquisition of Bird Aerosystems, which specializes in airborne intelligence, demonstrating its intent to expand in the defense sector, with investors looking forward to more details in the Q4 earnings report on March 25.
See More
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- Market Demand: As cloud providers transition towards larger and more diverse AI clusters, the demand for 1.6T Ethernet networks is expected to significantly increase this year, positioning high-speed Ethernet as the preferred fabric for AI infrastructure.
- Technical Advantages: The TestCenter D2 1.6T appliance features industry-leading performance and scalable traffic capacity, enabling network managers to shorten development cycles, enhance efficiency, and ensure networks are equipped to handle the data-intensive requirements of AI applications.
- Industry Recognition: The appliance received a score of 4.0 in the 2026 Lightwave Innovation Reviews and will be showcased at the 2026 OFC event, further solidifying VIAVI's leadership in test and measurement technologies.
See More
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- Product Launch: VIAVI Solutions has introduced the TestCenter D2 1.6T Appliance, specifically designed for cloud providers and network equipment manufacturers to accelerate the deployment of 1.6T Ethernet networks, addressing the growing demands of AI infrastructure.
- Technological Innovation: The appliance supports multi-rate operations and features industry-leading performance along with traffic generation and analysis capabilities, enabling network managers to shorten development cycles and improve efficiency to meet the massive data demands of AI-driven applications.
- Market Demand: As cloud providers transition towards larger and more diverse AI clusters, the demand for 1.6T Ethernet networks is expected to surge, with VIAVI's product providing customers the confidence needed in the speed, reliability, and interoperability of new networks.
- Industry Recognition: The TestCenter D2 1.6T Appliance received a score of 4.0 in the 2026 Lightwave Innovation Reviews, highlighting its significance in high-speed Ethernet network testing and further solidifying VIAVI's leadership in test and measurement technologies.
See More
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- Impact on Holdings: Following the sale, Lumen now represents only 1.37% of Westerly's assets under management, down from 6.7% in Q3, reflecting a significant loss of confidence in the company's strategic shift.
- Financial Condition Analysis: Lumen reported $12.4 billion in revenue for 2025, down from $13.1 billion in 2024, while capital expenditures rose to $4.4 billion, highlighting financial strain during its transition.
- Future Outlook: Although Lumen aims to focus on fiber solutions to meet AI demands, its over $17 billion debt and declining revenue suggest that it is not an opportune time to invest, with recommendations to monitor performance over the next few quarters.
See More
Analyst Optimistic on Cloud and AI Infrastructure Growth
- Cloud Spending Surge: The analyst noted that companies like Arista and Ciena are poised to benefit from rising hyperscale cloud spending as AI infrastructure expands, particularly with Microsoft's significant increase in cloud expenditures in 2025.
- Arista's AI Revenue Target Increase: Arista raised its 2026 AI revenue target from $2.75 billion to $3.25 billion, indicating its potential expansion in AI networking, especially with Jericho products playing a crucial role in large-scale networking projects.
- Ciena's Market Share: In Q1 of fiscal 2026, direct cloud providers accounted for 42% of Ciena's revenue, and the company has secured partnerships for large-scale networking projects with three of the four major cloud operators, highlighting its key role in connecting AI data centers.
- Strong Demand for Optical Components: Companies like Lumentum, Applied Optoelectronics, and Coherent are expected to benefit from strong demand for optical components, with Lumentum generating 50% of its revenue from datacom products and having a backlog exceeding $400 million for optical circuit switching systems.
See More
