Serenity
2026.04.29 21:47

Monitoring the situation for you (testing/yields edition):

$Viavi Solutions(VIAV.US) and $Formfactor(FORM.US) earnings: Extremely Bullish

So what does this mean?

Names like $Onto Innovation(ONTO.US) / $Camtek(CAMT.US) go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp.

Names like Msscorps / $Keysight Tech(KEYS.US) should go brrr.

Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $Coherent Corp.(COHR.US), $Fabrinet(FN.US), $Lumentum(LITE.US), and others if they're ramping up production.

For $Viavi Solutions(VIAV.US):

-> $406.8M vs. $393M (beat) 42.8% Y/Y growth.

-> $.27 EPS vs $0.2-$0.24

Guidance was $427m-$437m, indicating acceleration.

For $Formfactor(FORM.US):

-> $226M, 32% Y/Y, $.56 EPS vs. $.45

-> margins increased a TON to 49% (which indicates pricing power).

-> Guidance was $.61 EPS, midpoint ~$240m revenue.

"Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications"

Basically the smaller yields/test ecosystem in general. BRRR.

Source: Serenity

  • 0
  • 1

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.