Viavi Solutions Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript
We will get started here. Welcome, everybody. We're happy to have Viavi here with us today. We have Oleg Khaykin, CEO; and Henk Derksen, CFO, with us. I'm Meta Marshall. I cover the networking space here at Morgan Stanley.
I'm going to start with a brief disclosure that if you have any questions, please check morganstanley.com/researchdisclosures or check with your sales representative on any disclosures. So I think that's enough time to say disclosures in one sentence, we're covered.
We're seeing a lot of CapEx cycles kind of across service providers right now. And so I think maybe it would be helpful just to start with where you guys are exposed to those various CapEx cycles? And how you can kind of help aid them along in these CapEx cycles?
Sure. Well, I mean -- so when you think about a service provider, a CapEx cycle, that's usually when there's 2 of them, right? One, when they build out the network, when they lay
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