QUOTE AND NEWS
TheStreet.com  Aug 15  Comment 
NEW YORK (TheStreet) -- Argus downgraded JDS Uniphase  to "hold" from "buy." The firm said the company has uncertain sales prospects for its network service enablement business. The stock closed at $10.94 on Thursday. Must Read: 3D Printing...
Benzinga  Aug 14  Comment 
Oclaro (NASDAQ: OCLR) was down nearly six percent in after-hours action Wednesday when the company said a decline in 40G and lower-speed legacy products for fiber-optic networks will result in disappointing fiscal first-quarter revenue. Other...
TheStreet.com  Aug 13  Comment 
NEW YORK (TheStreet) -- Piper Jaffray downgraded JDS Uniphase  to "neutral" from "overweight" and set a $12 price target in the wake of the company's fourth-quarter earnings report. The firm said the company offered soft guidance and is...
TheStreet.com  Aug 13  Comment 
NEW YORK (TheStreet) -- RATINGS CHANGES Herbalife was downgraded to hold at TheStreet Ratings. JDS Uniphase was downgraded at Piper Jaffray to neutral from overweight. Twelve-month price target is $12. Company offered soft guidance and is...
Benzinga  Aug 13  Comment 
Analysts at B Riley downgraded JDS Uniphase (NASDAQ: JDSU) from Buy to Neutral. The target price for JDS Uniphase has been lowered from $15.00 to $11.75. JDS Uniphase shares have dropped 16.30% over the past 52 weeks, while the S&P 500 index...
Benzinga  Aug 13  Comment 
SeekingAlpha  Aug 13  Comment 
JDS Uniphase Corporation (NASDAQ:JDSU) Q4 2014 Results Earnings Conference Call August 12, 2014 5:00 PM ET Executives Bill Ong - Senior Director, Investor Relations Tom Waechter - Chief Executive Officer Rex Jackson - Chief...
newratings.com  Aug 12  Comment 
WASHINGTON (dpa-AFX) - Communications solutions provider JDS Uniphase Corp. (JDSU), Tuesday reported a fourth-quarter loss, hurt by negative operating margin, while the prior year included tax benefits. Revenue advanced on growth at network...
TheStreet.com  Aug 12  Comment 
NEW YORK (TheStreet) -- JDS Uniphase shares are down -4.3% to $11.40 on Tuesday after the company set first quarter earnings guidance between 8 cents and 12 cents per diluted share on revenue between $405-$425 million.Analysts polled by Thomson...
SeekingAlpha  Aug 12  Comment 
The following audio is from a conference call that will begin on August 12, 2014 at 17:00 PM ET. The audio will stream live while the call is active, and can be replayed upon its completion. Listen now Complete Story »
Cloud Computing  Aug 12  Comment 
JDSU (NASDAQ: JDSU) read more




 
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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