The earnings call reflects a strong performance with significant growth in revenue and operating margins, driven by the data center ecosystem and OSP segment. However, challenges persist in the wireless business and tariff impacts. Overall, the highlights outweigh the lowlights.

Company Guidance -

Q1 2026

During the Viavi Solutions Fiscal Fourth Quarter and Full Year 2025 Earnings Call, guidance was provided for the upcoming fiscal year. The company expects first fiscal quarter revenue for 2026 to be between $290 million and $298 million, with an operating margin of 15%, plus or minus 40 basis points, and EPS estimated to range between $0.13 and $0.14. Specific guidance for their Network and Service Enablement (NSE) segment includes an anticipated revenue of approximately $211 million, plus or minus $3 million, with an operating margin of 5.8%, plus or minus 40 basis points. The Optical Security and Performance Products (OSP) segment is projected to generate approximately $83 million in revenue, plus or minus $1 million, with an operating margin of 38.3%, plus or minus 20 basis points. Additionally, tax expenses for the first quarter are expected to be around $8.5 million, plus or minus $500,000, with other income and expenses reflecting a net expense of approximately $5 million, and a share count of around 228.6 million shares. The guidance does not account for financial performance from the announced acquisition of certain Spirent business lines, expected to close by the end of September.

Strong Revenue Growth

Net revenue for Q4 was $290.5 million, at the high end of the guidance range, up 2% sequentially and 15.3% year-over-year. Full fiscal year 2025 revenue was $1.84 billion, up 8.4% from the previous year.

Improved Operating Margins

Operating margin for Q4 was 14.4%, at the high end of the guidance range, up 350 basis points year-over-year. Fiscal year 2025 operating margin was 14.2%, an increase of 270 basis points from fiscal 2024.

Earnings Per Share (EPS) Growth

EPS for Q4 was $0.13, at the high end of the guidance range, up $0.05 year-over-year. Full year EPS was $0.47, up $0.14 from the prior year.

OSP Segment Performance

OSP revenue for Q4 was $81.4 million, above the high end of guidance, up 16.6% year-over-year, with gross margin at 54.7%, up 170 basis points from the previous year.

Data Center Ecosystem Growth

Strong demand from the data center ecosystem drove NSE revenue growth, with the launch of a second-generation 1.6-terabit test solution. This segment is expected to continue its strong demand into fiscal 2026.

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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