QUOTE AND NEWS
Wall Street Journal  4 hrs ago  Comment 
JDS Uniphase Corp. said Thursday that diversification helped its gross margin in the December quarter, although weak spending by U.S. telecom carriers hurt revenue.
Forbes  Jan 27  Comment 
Analysts expect decreased profit for JDS Uniphase when the company reports its second quarter results on Thursday, January 29, 2015. Although JDS Uniphase reported profit of 12 cents a year ago, the consensus estimate calls for earnings per share...
Wall Street Journal  Jan 15  Comment 
JDS Uniphase said it has reviewed potential changes to the advance-notice provisions of its bylaws, which the company said is part of its commitment to strong corporate governance.
Market Intelligence Center  Jan 12  Comment 
The patented option-trade picking algorithms that power MarketIntelligenceCenter.com's Artifical Intelligence Center found a trading opportunity with JDS Uniphase Corp (JDSU) that should provide a 8.97% return in just 158 days. Sell one Jun. '15...
Market Intelligence Center  Jan 8  Comment 
For a hedged play on JDS Uniphase Corp (JDSU) MarketIntelligenceCenter.com’s algorithms selected the Jun. '15 $13.00 covered call for a net debit in the $11.99 area. That is also the break-even stock price for the covered call. This trade will...
Market Intelligence Center  Dec 22  Comment 
MarketIntelligenceCenter.com's patented algorithms have identified an attractive covered-call trade on JDS Uniphase Corp (JDSU). Look at the Jun. '15 $13.00 covered call for a net debit in the $11.98 area. This trade has a duration of 179 days....
New York Times  Nov 29  Comment 
A bylaw change by JDS Uniphase squeezed a money manager’s campaign for change at the company.
Wall Street Journal  Nov 24  Comment 
Sandell Asset Management Corp. said influential proxy firm Institutional Shareholder Services is urging JDS Uniphase Corp. shareholders to vote against board member Martin Kaplan.
Benzinga  Oct 30  Comment 
JDS Uniphase Corp (NASDAQ: JDSU) gained more than 4 percent Thursday after the company beat expectations and said it would consider selling its optics and laser business rather than spinning off as expected. JDS Uniphase announced plans for...




 
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JDS Uniphase (NASDAQ: JDSU) provides test and measurement solutions and optical products for the telecommunications service industry. Its revenue is derived from the following business segments: communications test and measurement (47% of 2010 revenue), communications and commercial optical products (37% of 2010 revenue), and advanced optical technologies (16% of 2010 revenue).[1] JDSU operates primarily in three geographic regions: the Americas, EMEA (Europe, Middle East, and Africa), and Asia-Pacific. Major trends affecting JDSU's business operations include increasing pressure to continuously differentiate and improve its product offerings.

Business Growth

Net sales increased 6% to $1.36 billion in fiscal 2010. Net loss was -$61.8 million, which is an 95% decrease from last year's -$909.5 million due to several infrastructure changes and lower impairments of goodwill.[2][3]

Trends and Forces

Optical communications industry under pressure to provide broader array of digital services

In order to cater to growing demand for capacity and combination of services, network operators are migrating to Internet protocol networks to deliver triple-play services and lower costs. Optical networks also need increased agility to handle new, bandwidth-intensive applications as there may be sudden large changes in demand anywhere in the network. This leads to increasingly complex routers, switches, and cross-connect equipment. In order to support optical networks' needs, JDSU needs to continuously innovate to create products that cost less, have more functionality, require less power and space. JDSU has especially focused on photonic integrated circuits and seeks to stay on the forefront of next-generation networks.[4]

Increasing commoditization of previously-differentiated products affects JDSU's bottom line

With increasing competition from Asia producers of optical solutions, JDSU faces pricing pressure and needs to cut costs or differentiate its products. This has especially affected its communications and commercial optical products segment. Asian companies are often able to utilize cheaper labor for cost advantages, however, JDSU's Asia-Pacific sales comprised 24% of its total sales, so JDSU is unwilling to back out of this geographic zone. In order to differentiate itself, JDSU has utilized custom color solutions in coatings and packaging, leverage from its intellectual property and expertise in optics, light management and material technology, strong relationships with long time clients, etc.[5]

Competitors

JDSU's competitors offer products across different stages of the supply chain of telecommunications equipment. As a result, JDSU competes with different divisions of different firms, which may not have heavy concentrations in the same products that JDSU offers. In turn, many of these firms outsource overcapacity production to JDSU.

References

  1. http://phx.corporate-ir.net/phoenix.zhtml?c=105112&p=irol-sec
  2. http://www.jdsu.com/News-and-Events/news-releases/Pages/jdsu-announces-fiscal-2010-fourth-quarter-and-year-end-results.aspx
  3. JDSU 2010 10-k
  4. http://phx.corporate-ir.net/phoenix.zhtml?c=105112&p=irol-sec
  5. http://phx.corporate-ir.net/phoenix.zhtml?c=105112&p=irol-sec
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