HIGHOutside partySupplier
sole or limited source suppliers
“10-K Item 1: 'Although we intend to establish at least two sources of supply for materials whenever possible, for certain components we have sole or limited source supply arrangements.'”
VIAV · Concentration risk · 10-K extracted
Viavi Solutions (VIAV) concentration risks
Updated
The most significant concentration Viavi Solutions discloses is sole or limited source suppliers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Viavi Solutions’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM3
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyCustomer
limited number of customers
“10-K Item 1A: 'We believe that we will continue to rely upon a limited number of customers for a significant portion of our revenues for the foreseeable future.'”
MEDIUMOutside partyCounterparty
SICPA
“10-K Item 1A: 'We have a strategic alliance with SICPA to market and sell our OVP and OVMP product lines for banknote anti-counterfeiting applications worldwide.'”
MEDIUMOutside partySupplier
contract manufacturing partners (China and Thailand)
“10-K Item 1: 'Our most significant contract manufacturing partners are located in China and Thailand.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-09-06Viavi's concentration risk is spread across suppliers, customers, and manufacturing partners, with the supply side flagged as the largest exposure. The company discloses sole or limited source supply arrangements for certain components, a high-share dependency that could constrain production if any one of those relationships were disrupted. On the revenue side, Viavi expects to continue relying on a limited number of customers for a significant portion of revenue, a medium-share dependency, and it also maintains a strategic alliance with SICPA to market and sell its OVP and OVMP product lines for banknote anti-counterfeiting applications worldwide — a medium-share counterparty relationship tying a specific product line to a single partner. Manufacturing adds a geographic layer: the company's most significant contract manufacturing partners are located in China and Thailand, another medium-share dependency. None of these exposures comes with a disclosed percentage, so absolute scale is unclear, but the supplier concentration is the one explicitly framed as largest. Together, the picture is one of limited redundancy across supply chain, customer base, and manufacturing footprint — any single disruption could have a real operational effect even unquantified.
For the engine’s reasoning on VIAV’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Communication Equipment
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AAOI | Applied Optoelectronics, Inc. | 2 | 1 | 0 | 3 |
| VIAV● | Viavi Solutions Inc. | 1 | 3 | 0 | 4 |
| ADTN | ADTRAN Holdings, Inc. | 1 | 0 | 2 | 3 |
| CIEN | Ciena Corporation | 0 | 2 | 2 | 4 |
| BDC | Belden Inc | 0 | 2 | 1 | 3 |
| ASTS | AST SpaceMobile, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.