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    Mary Lenox • Morgan Stanley

    Mary Lenox's questions to Viavi Solutions Inc (VIAV) leadership

    Mary Lenox's questions to Viavi Solutions Inc (VIAV) leadership • Q3 2025

    Question

    Representing Meta Marshall, Mary Lenox asked for additional details on the headwinds and tailwinds for the Optical Security and Performance (OSP) business heading into the second half of the calendar year.

    Answer

    CEO Oleg Khaykin explained that while it's premature to give specific guidance, the second half is typically stronger for 3D sensing. He noted that the anti-counterfeiting business has stabilized with inventory burn-off, leading to a healthier outlook than in the past 12 months. Demand in Q3 was stronger than expected, allowing Viavi to both reduce inventory and run higher utilization.

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    Mary Lenox's questions to KORE Group Holdings Inc (KORE) leadership

    Mary Lenox's questions to KORE Group Holdings Inc (KORE) leadership • Q3 2024

    Question

    Mary Lenox, on behalf of Meta Marshall, asked about the macroeconomic environment, inquiring about customer purchasing trends during the quarter and any notable differences across various industry verticals.

    Answer

    President and CEO Ronald Totton stated that KORE is seeing more large-scale RFPs and a customer focus on value optimization. He highlighted strong demand in key verticals, reflected in TCV growth and an increase in connected devices. CFO Paul Holtz added that the environment appears to be improving, with a robust pipeline of opportunities from customers looking to consolidate services.

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