Q3 25 EPS

$0.15

BEAT +26.80%

Est. $0.12

Q3 25 Revenue

$284.8M

BEAT +1.06%

Est. $281.8M

vs S&P Since Q3 25

+380.0%

BEATING MARKET

VIAV +409.4% vs S&P +29.4%

Market Reaction

Did VIAV Beat Earnings? Q3 2025 Results

Viavi Solutions posted a strong fiscal third quarter, beating Wall Street expectations on both the top and bottom lines as a broad-based revenue recovery gained momentum. The networking test and measurement company reported non-GAAP EPS of $0.15, cle… Read more Viavi Solutions posted a strong fiscal third quarter, beating Wall Street expectations on both the top and bottom lines as a broad-based revenue recovery gained momentum. The networking test and measurement company reported non-GAAP EPS of $0.15, clearing the $0.12 consensus estimate by 26.80%, while revenue of $284.80 million edged past the $281.80 million forecast by 1.06% and rose 15.8% from the year-ago period. The primary engine behind the beat was the Network Enablement sub-segment, which climbed 23.9% year-over-year to $188.00 million, reflecting strengthening demand from telecom and network operators. Profitability improved sharply alongside the revenue gains, with adjusted EBITDA rising to $57.00 million from $32.60 million a year earlier as operating leverage took hold. Looking ahead, management guided fiscal fourth-quarter revenue of $278.00 million to $290.00 million and non-GAAP EPS of $0.10 to $0.13, signaling continued growth while acknowledging a fluid macroeconomic backdrop that the company says it has so far navigated effectively.

Key Takeaways

  • Strong year-over-year growth in Network Enablement sub-segment up 23.9%
  • Non-GAAP operating margin expansion of 740 basis points year-over-year to 16.7%
  • Strength in both NSE and OSP segments
  • Continued recovery in end markets
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VIAV YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

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VIAV Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 24 Q3 26
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VIAV Revenue by Geography

With YoY comparisons, source: SEC Filings

Q4 24 Q3 26

“VIAVI delivered strong results driven by strength in both NSE and OSP. To date, we have been successful in managing through the rapidly changing macro environment and remain optimistic regarding the continued recovery and growth in our end markets.”

— Oleg Khaykin, Q3 2025 Earnings Press Release