QUOTE AND NEWS
Market Intelligence Center  Jun 17  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 7.82% return in just 212 days. Sell one Jan. '16...
Benzinga  Jun 9  Comment 
JDSU (NASDAQ: JDSU), in connection with the previously announced spin-off of its Communications and Commercial Optical Products ("CCOP") business which will result in two independent, publicly-traded companies, provided notice yesterday of the...
Benzinga  May 20  Comment 
In a report published Wednesday, Morgan Stanley analysts initiated coverage of JDS Uniphase Corp (NASDAQ: JDSU) with an Equal-weight rating and price target of $15. Given the significant industry headwinds facing the company, the path to...
Market Intelligence Center  May 8  Comment 
The patented options-trade picking algorithms used by MarketIntelligenceCenter.com found a trading opportunity with JDS Uniphase Corp (JDSU) that should provide a 9.69% return in just 252 days. Sell one Jan. '16 call at the $12.00 level for each...
newratings.com  Apr 30  Comment 
WASHINGTON (dpa-AFX) - JDS Uniphase Corp (JDSU) on Thursday reported third-quarter net loss of $13.2 million or $0.06 per share compared with a loss of $1.5 million or $0.01 per share last year. Excluding amortization costs and other one-time...
Forbes  Apr 29  Comment 
JDS Uniphase is expected to report lower third-quarter earnings on Thursday, April 30, 2015. Analysts are expecting a 50% drop in earnings from a year ago. The consensus estimate is three cents per share, down from earnings of six cents per share...
Market Intelligence Center  Apr 28  Comment 
MarketIntelligenceCenter.com’s patented option-trade picking algorithm found two trade ideas on JDS Uniphase Corp (JDSU) today after it traded between between $13.24 and $13.43 before closing at $13.27 on Monday. For more conservative investors,...
Market Intelligence Center  Apr 24  Comment 
For a hedged play on JDS Uniphase Corp (JDSU) MarketIntelligenceCenter.com’s algorithms selected the Sep. '15 $13.00 covered call for a net debit in the $12.10 area. That is also the break-even stock price for the covered call. This trade will...




 
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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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