QUOTE AND NEWS
SeekingAlpha  Oct 15  Comment 
By AtonRa Partners: When JDS Uniphase (NASDAQ:JDSU) announced a few weeks ago its plan to split into two publicly traded companies, one focusing on optical components called CCOP (FY14 sales of $794m) and the other one on network-testing equipment...
SeekingAlpha  Oct 2  Comment 
By AtonRa Partners: Bloomberg reported yesterday that activist investor Sandell Asset Management was pushing JDS Uniphase (NASDAQ:JDSU) to sell its optical components and commercial lasers business to companies such as Avago (NASDAQ:AVGO) or...
TheStreet.com  Oct 1  Comment 
NEW YORK (TheStreet) --aJDS Uniphase was gaining 3.2% to $13.21 Wednesday following a report that activist hedge fund Sandell Asset Management is urging the company to sell its opticalaand laser business. Sandell's plan is in addition to JDS...
Benzinga  Oct 1  Comment 
Sandell Asset Management Corp. (“Sandell”), a significant shareholder of JDS Uniphase Corporation (NASDAQ: JDSU) (“JDSU” or the “Company”), has released a letter to the Board of Directors (the “Board”) of the Company. In such...
DailyFinance  Sep 30  Comment 
Latest Release Includes New Interface Designs, Streamlined Workflows, Greater End-User Web Visibility and Automated Sharing of Information Across BusinessesMILPITAS, CA -- (Marketwired) -- 09/30/14 -- Network Instruments, a business unit of JDSU...
SeekingAlpha  Sep 19  Comment 
By AtonRa Partners: JDS Uniphase (NASDAQ:JDSU) announced last week that it would split into two publicly traded companies by Q3 2015: an optical components and lasers company called CCOP, with FY14 sales of $794m, and a test and measurement...
DailyFinance  Sep 19  Comment 
Several New Technology Innovations Support Next-Generation NetworksMILPITAS, CA -- (Marketwired) -- 09/19/14 -- JDSU (NASDAQ: JDSU) today announced that it will highlight the latest solutions from its optical communications and network and...
Benzinga  Sep 16  Comment 
SodaStream International (NASDAQ: SODA) shares climbed 6.42% to $33.50 in pre-market trading following TheMarker Story suggesting that the company is in talks with British Fund for $840 million sale. ReWalk Robotics (NASDAQ: RWLK) jumped 5.06%...
SeekingAlpha  Sep 16  Comment 
By Stephen Simpson, CFA: Ideas tend to breed other ideas - doing my regular and routine due diligence on component and subsystem companies like Finisar (NASDAQ:FNSR), Avago (NASDAQ:AVGO), and JDS Uniphase (NASDAQ:JDSU) has led me to dig deeper...
TheStreet.com  Sep 16  Comment 
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- Here are some of the hot stocks Jim Cramer talked about on Monday's Mad Money on CNBC: YHOO data by...




 
TOP CONTRIBUTORS

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
Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki