Viavi Solutions Partners with CrowdStrike Amid Strong Earnings Performance

Viavi Solutions Inc. (VIAV) closed at $11.69 on September 9, reflecting a 0.69% gain, with pre-market trading nudging slightly higher to $11.70. The company reported Q4 2025 earnings per share of $0.13, surpassing estimates, alongside revenue growth of 15% year-over-year to $290.5 million.

A strategic partnership with CrowdStrike integrates Viavi's Observer platform with Falcon Next-Gen SIEM, targeting the convergence of network and security operations. Industry data reveals 79% of organizations are pursuing NetSecOps integration, yet only 27% have achieved it—a gap this collaboration aims to bridge through enhanced threat detection and forensic capabilities.

Analysts have responded with upgraded price targets, citing Viavi's optical security and performance (OSP) segment growth and improved capital structure following a $250 million convertible notes issuance.