$VIAV Rosenblatt chat TLDR:
They had really solid earnings recently, with the stock having a delayed reaction.
Had a very insightful chat with Rosenblatt today.
> 1.6T is only in the 2nd/3rd inning, with roughly 50% higher test ASPs vs 800G.
> CPO test shipments begin this
Gaetano@Gaetano2026
$VIAV Rosenblatt chat TLDR: They had really solid earnings recently, with the stock having a delayed reaction. Had a very insightful chat with Rosenblatt today. > 1.6T is only in the 2nd/3rd inning, with roughly 50% higher test ASPs vs 800G. > CPO test shipments begin this