The earnings call reflected strong revenue and EPS performance, with significant growth in the data center ecosystem and aerospace and defense segments. However, challenges such as decreased operating margin sequentially, continued weakness in wireless, and newly imposed tariffs were noted. Despite these issues, the positive aspects notably outweighed the negatives.

Company Guidance

During the Viavi Solutions Fiscal Fourth Quarter and Full Year 2025 Earnings Call, several key metrics were highlighted in their guidance. Viavi reported Q4 net revenue of $290.5 million, which was at the high end of their guidance range of $278 million to $290 million, marking a 2% sequential increase and a 15.3% year-over-year rise. The operating margin for the quarter was 14.4%, also at the high end of the guidance range of 12.5% to 14.5%, although it decreased 230 basis points from the previous quarter but increased 350 basis points year-over-year. Earnings per share (EPS) for Q4 was $0.13, at the high end of the projected range of $0.10 to $0.13, despite a sequential decline of $0.02. For fiscal year 2025, Viavi's revenue reached $1.84 billion, up 8.4% year-over-year, driven by strong demand in the data center ecosystem and aerospace and defense sectors. Full-year operating margin was 14.2%, with an EPS of $0.47, up $0.14 from the prior year. Looking ahead to Q1 of fiscal 2026, Viavi expects revenue between $290 million and $298 million, an operating margin of 15% (plus or minus 40 basis points), and EPS between $0.13 and $0.14. The guidance does not incorporate financial performance from the acquisition of certain Spirent business lines, which is anticipated to close by the end of September.

Strong Revenue Growth

Net revenue for the fourth quarter was $290.5 million, at the high end of guidance, up 2% sequentially, and up 15.3% year-over-year. Full fiscal year revenue was $1.84 billion, up 8.4% year-over-year.

Operating and EPS Performance

Operating margin for the fourth fiscal quarter was 14.4%, at the high end of the guidance range, up 350 basis points year-over-year. EPS was $0.13, at the high end of guidance, up $0.05 year-over-year.

NSE Segment Growth

NSE revenue for Q4 was $209.1 million, above guidance, up 14.8% year-over-year, driven by demand from the data center ecosystem and aerospace and defense.

OSP Segment Performance

OSP revenue for Q4 was $81.4 million, above guidance, up 16.6% year-over-year, driven by strength in anticounterfeiting and other products.

Data Center Ecosystem Expansion

Strong demand from the data center ecosystem, with expectations for continued growth into fiscal '26.

Viavi Solutions (VIAV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VIAV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q1)	0.13 / -	0.06	―	―	―
Aug 07, 2025	2025 (Q4)	0.12 / 0.13	0.08	62.50% (+0.05)
May 01, 2025	2025 (Q3)	0.12 / 0.15	0.06	150.00% (+0.09)
Jan 30, 2025	2025 (Q2)	0.10 / 0.13	0.11	18.18% (+0.02)
Oct 31, 2024	2025 (Q1)	0.06 / 0.06	0.09	-33.33% (-0.03)
Aug 08, 2024	2024 (Q4)	0.07 / 0.08	0.1	-20.00% (-0.02)
May 02, 2024	2024 (Q3)	0.07 / 0.06	0.08	-25.00% (-0.02)
Feb 01, 2024	2024 (Q2)	0.09 / 0.11	0.14	-21.43% (-0.03)
Nov 02, 2023	2024 (Q1)	0.10 / 0.09	0.23	-60.87% (-0.14)
Aug 10, 2023	2023 (Q4)	0.08 / 0.10	0.24	-58.33% (-0.14)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VIAV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$10.16	$10.93	+7.58%
May 01, 2025	$10.65	$9.34	-12.30%
Jan 30, 2025	$9.99	$12.04	+20.52%
Oct 31, 2024	$9.22	$9.86	+6.94%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Viavi Solutions (VIAV) report earnings?

Viavi Solutions (VIAV) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Viavi Solutions (VIAV) earnings time?

Viavi Solutions (VIAV) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VIAV EPS forecast?

VIAV EPS forecast for the fiscal quarter 2026 (Q1) is 0.13.

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