Viavi Solutions Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. Welcome, everybody. We're at about a few seconds early, but we'll do that with the research disclosure. So for important research disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Welcome, everybody. I'm Meta Marshall. I cover the networking names here at Morgan Stanley. We're pleased today to have Henk Derksen, CFO of Viavi. We saw other just last week at Mobile World Congress. So this is a good chance to kind of refresh on some of our conversations.
Questions & Answers
So, maybe to start with, Viavi has had a wild couple of quarters from a meaningful surprise pullback in spending in any -- in fiscal Q1 to kind of a quicker resurgence. Just what have you seen in your customer behavior over the past couple of quarters, particularly maybe on the NE front?
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