QUOTE AND NEWS
DailyFinance  Apr 11  Comment 
MILPITAS, CA -- (Marketwired) -- 04/11/14 -- JDSU (NASDAQ: JDSU) will announce its fiscal third quarter 2014 financial results for the period ended March 29, 2014, on Wednesday, April 30, 2014, after the close of market. The Company will host a...
SeekingAlpha  Apr 1  Comment 
By Ivan Kitov: Here we model the evolution of JDS Uniphase Corporation (JDSU) stock price. JDSU is a company from technology sector which; provides communications test and measurement solutions, and optical products for telecommunications...
TheStreet.com  Mar 28  Comment 
NEW YORK (TheStreet) -- JDS Uniphase  has been downgraded to "sector perform" from "outperform," RBC Capital said Friday. The firm said the ratings revision was a valuation call based on a $15 price target. Must Read: Warren Buffett's 10...
TheStreet.com  Mar 28  Comment 
NEW YORK (TheStreet) -- RATINGS CHANGES Ambac was downgraded at MKM Partners to sell from neutral. Twelve-month price target is $21. Parent company likely will not see much cash flow in the near term, MKM Partners said. Ciena was downgraded at...
SeekingAlpha  Mar 25  Comment 
By Anup Singh: Optical test and measurement company JDS Uniphase (JDSU) is beating the market so far this year. This doesn't come as a surprise, since the roll out of LTE in China and the growth in telecom spending have been tailwinds for the...
Benzinga  Mar 21  Comment 
On Friday, MKM Partners upgraded shares of JDS Uniphase (NASDAQ: JDSU) from Neutral to Buy and raised the price target from $15 to $18. Analyst Michael Genovese believes confidence is increasing for the global carrier capex environment and...
DailyFinance  Mar 19  Comment 
MILPITAS, CA -- (Marketwired) -- 03/19/14 -- JDSU (NASDAQ: JDSU) (TSX: JDU) today announced that Belgacom, a leading provider of telecommunications solutions in Belgium, has chosen to implement the JDSU ariesoGEO platform across its Proximus...
DailyFinance  Mar 14  Comment 
MILPITAS, CA -- (Marketwired) -- 03/14/14 -- JDSU's Network Instruments business unit (NASDAQ: JDSU) (TSX: JDU) has been positioned as a Leader in the new Gartner Magic Quadrant for Network Performance Monitoring and Diagnostics (NPMD).(1)...
DailyFinance  Feb 28  Comment 
MILPITAS, CA -- (Marketwired) -- 02/28/14 -- JDSU (NASDAQ: JDSU) (TSX: JDU) today announced that it will participate in the following upcoming investor conferences. To access the live webcasts and replays, please visit JDSU's Investor Relations ...
DailyFinance  Feb 25  Comment 
BARCELONA, SPAIN -- (Marketwired) -- 02/25/14 -- JDSU (NASDAQ: JDSU) and (TSX: JDU): David Heard, president of the Network and Service Enablement business segment at JDSU, today outlined his vision for smart cities and called for greater...




 
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
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