Check-Cap to merge with MBody AI in embodied AI workforce push
CHANDLER, Ariz. - VIAVI Solutions Inc. (NASDAQ:VIAV), a $2.61 billion market cap technology company with strong momentum shown by its 43.44% return over the past year, announced Wednesday a partnership with CrowdStrike to integrate its Observer network observability platform with CrowdStrike Falcon Next-Gen SIEM, aiming to provide customers with enhanced visibility across security and IT operations. InvestingPro data shows the company maintains a FAIR financial health score, suggesting stable operational performance.
The integration combines VIAVI’s network performance intelligence with CrowdStrike’s threat intelligence and AI-driven automation, helping organizations accelerate their transition to converged network and security operations (NetSecOps). The company’s solid 8.39% revenue growth over the last twelve months positions it well for this strategic move.
According to VIAVI’s 2025/2026 State of the Network Study, 79% of organizations are working toward NetSecOps convergence, though only 27% have completed the process. The partnership addresses this gap by offering high-fidelity forensic data with long-term packet capture and enriched flows, providing deeper insights into how security events impact business services.
"Beyond extensive use of metadata, VIAVI also provides high-fidelity forensic data with long-term packet capture and enriched flows," said Chris Labac, Vice President and General Manager, Network Performance Management and Threat Solutions at VIAVI.
Michael Rogers, Vice President of Global Alliances at CrowdStrike, stated that the integration will help "organizations unify NetOps and SecOps - delivering true convergence, faster detection and response, and the visibility they need to operate with speed, resilience, and confidence."
The companies plan to demonstrate the Observer platform integration with Falcon Next-Gen SIEM at CrowdStrike’s Fal.Con conference in the U.S. and Europe, as well as at other events throughout the year, according to the press release statement. For investors seeking deeper insights into VIAVI’s market position and growth potential, InvestingPro offers comprehensive analysis including 11 additional ProTips and detailed financial metrics in its Pro Research Report, available exclusively to subscribers.
In other recent news, Viavi Solutions reported its fourth-quarter earnings for fiscal year 2025, surpassing expectations with an earnings per share (EPS) of $0.13, compared to the forecasted $0.12. The company also exceeded revenue forecasts, reporting $290.5 million, up from the anticipated $285.18 million, marking a 15% year-over-year increase. Rosenblatt Securities responded to these strong results by raising its price target on Viavi Solutions to $15.00, maintaining a Buy rating. Similarly, Susquehanna upgraded Viavi Solutions from Neutral to Positive, citing potential for annualized earnings per share of $0.80 or higher, driven by strong performance in the OSP segment.
Additionally, Viavi Solutions announced the issuance of $250 million in 0.625% Senior Convertible Notes due 2031. This offering involved approximately $100.9 million in new notes exchanged for $97.5 million of the company’s existing notes due 2026, and $149.1 million in new notes sold for cash to investors. These developments reflect significant financial maneuvers and positive analyst sentiment surrounding Viavi Solutions’ recent performance and future prospects.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.