Skip to main content
Viavi10-K: Customer concentration

VIAVI reports material revenue dependency on its strategic partner SICPA for anti-counterfeiting products.

What happened

A significant portion of the Optical Security and Performance (OSP) segment's sales relies on a single strategic alliance with SICPA. This business risk could drive initiatives to strengthen the partnership, improve performance visibility, or diversify its go-to-market strategy to mitigate dependency.

Source

SEC EDGARAug 13, 2026

Annual report (Form 10-K)

Viavi 10-K for FY2026

Filing excerpt

We have a strategic alliance with SICPA to market our products for banknote anti-counterfeiting applications worldwide. A material reduction in sales, or loss of the relationship with SICPA, may harm our business and operating results as we may be unable to find a substitute marketing and sales partner or develop these capabilities ourselves in a timely manner.

sec.gov/Archives/edgar/data/912093/000162828026056765/viav-20260627.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-K: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
06/27
Filed
Aug 13, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
912093
Accession number
0001628280-26-056765
Filing year
2026
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Technologies

  • anti-counterfeiting
  • pigments
  • optical coating

Vendors

  • SICPA Holding SA Company
  • Lockheed Martin Corporation
  • Seiko Epson Corporation

Competitors

  • Anritsu Corporation
  • EXFO Inc.
  • Keysight Technologies Inc.
  • NetScout Systems
  • Inc.
  • Riverbed Technology
  • Rohde & Schwarz
  • VeEX Inc.
  • Giesecke & Devrient

Competitors named

  • Anritsu Corporation
  • EXFO Inc.
  • Keysight Technologies Inc.
  • NetScout Systems, Inc.
  • Riverbed Technology, Inc.
  • Rohde & Schwarz
  • VeEX Inc.
  • Giesecke & Devrient

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Aug 18, 2026
signal_type
sec-10k
signal_subtype
customerConcentration

Use this data

Get every 10-K signal for Viavi and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Viavi this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/72deb3dd-e5a8-4142-826f-23d1f113d346 returns this record as JSON. POST /v1/companies/enrich returns every signal for viavisolutions.com.

{
  "signal_id": "72deb3dd-e5a8-4142-826f-23d1f113d346",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-08-18T07:04:44.924+00:00",
  "company": {
    "name": "Viavi",
    "domain": "viavisolutions.com"
  },
  "data": {
    "detail": "A significant portion of the Optical Security and Performance (OSP) segment's sales relies on a single strategic alliance with SICPA. This business risk could drive initiatives to strengthen the partnership, improve performance visibility, or diversify its go-to-market strategy to mitigate dependency.",
    "summary": "VIAVI reports material revenue dependency on its strategic partner SICPA for anti-counterfeiting products.",
    "excerpts": "We have a strategic alliance with SICPA to market our products for banknote anti-counterfeiting applications worldwide. A material reduction in sales, or loss of the relationship with SICPA, may harm our business and operating results as we may be unable to find a substitute marketing and sales partner or develop these capabilities ourselves in a timely manner.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/912093/000162828026056765/viav-20260627.htm",
    "filing_date": "2026-08-13",
    "filing_year": 2026,
    "fiscal_year_end": "06/27",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "vendors_mentioned": [
      "SICPA Holding SA Company",
      "Lockheed Martin Corporation",
      "Seiko Epson Corporation"
    ],
    "competitors_mentioned": [
      "Anritsu Corporation",
      "EXFO Inc.",
      "Keysight Technologies Inc.",
      "NetScout Systems, Inc.",
      "Riverbed Technology, Inc.",
      "Rohde & Schwarz",
      "VeEX Inc.",
      "Giesecke & Devrient"
    ],
    "technologies_mentioned": [
      "anti-counterfeiting",
      "pigments",
      "optical coating"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.