Companies /Technology

Viavi Solutions Inc

NASDAQ: VIAV Communication Equipment
$47.10
▲ $2.32 (+5.18%) today
Markets closed · 2:36am ET

Q4 2025 Earnings

Reported Aug 7, 2025, 4:20pm ET · SEC source
$0.13
Beat +12.85%
EPS · est. $0.12
$290.5M
Beat +1.86%
Revenue · est. $285.2M
+6.5%
Beating market
VIAV vs S&P since report
8 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%0+8%+16%Aug 7Aug 8report 4:20pm ETearnings+0.8%−1.6%
−8%0+8%+16%Aug 7Aug 8earnings+0.8%−1.6%
VIAV −1.6%S&P 500 +0.8%
−8%0+8%+16%Aug 7Aug 8report 4:20pm ETearnings+1.0%−1.6%
−8%0+8%+16%Aug 7Aug 8earnings+1.0%−1.6%
VIAV −1.6%NASDAQ +1.0%
−7%0+7%Aug 6Aug 15report 4:20pm ETearnings+1.6%−5.4%
−7%0+7%Aug 6Aug 15earnings+1.6%−5.4%
VIAV −5.4%S&P 500 +1.6%
−7%0+7%Aug 6Aug 15report 4:20pm ETearnings+1.3%−5.4%
−7%0+7%Aug 6Aug 15earnings+1.3%−5.4%
VIAV −5.4%NASDAQ +1.3%
+7.58%
Day of report
−0.64%
Next session
−1.37%
One week
+8.87%
30 days

S&P 500 over the same 30 days: +2.36%.

Did VIAV Beat Earnings? Q4 2025 Results

VIAVI Solutions closed out fiscal 2025 on a strong note, posting fourth-quarter results that beat Wall Street expectations on both the top and bottom lines and sent shares climbing sharply. The company reported non-GAAP diluted EPS of $0.13, ahead of the $0.12 consensus by 12.85%, while revenue of $290.50 million topped estimates by 1.86% and rose 15.3% year-over-year. The broad-based recovery was anchored by simultaneous strength across both reporting segments, with Network and Service Enablement contributing $209.10 million and Optical Security and Performance Products adding $81.40 million, up 14.8% and 16.6% year-over-year, respectively. GAAP net income swung to $8.00 million from a loss of $21.70 million a year ago, while non-GAAP operating margin expanded 350 basis points to 14.4%. CEO Oleg Khaykin credited record growth in data center ecosystem and aerospace and defense segments, alongside stabilization in service provider test and measurement and optical security pigments. Looking ahead, VIAVI guided Q1 FY2026 revenue of $290.00 million to $298.00 million with non-GAAP EPS of $0.13 to $0.14, signaling continued positive momentum.

Key Takeaways
  • Stabilization in service provider test and measurement business
  • Stabilization in optical security pigments
  • High growth in data center ecosystem segment
  • High growth in aerospace & defense segment
  • 15.3% year-over-year revenue growth in Q4
  • Non-GAAP operating margin expanded 350 bps year-over-year to 14.4%

“VIAVI had a strong finish to Fiscal 2025, with fourth quarter performance at high end of our guidance. During the year, we saw stabilization in our base businesses, the service provider test and measurement segment and optical security pigments. Our recovery was further accelerated by the high growth in our data center ecosystem and aerospace & defense segments. We expect the positive momentum in our end markets to continue through calendar year 2025.”

Viavi Solutions CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY2026 ending September 27, 2025, VIAVI expects net revenue of $290 million to $298 million and non-GAAP EPS of $0.13 to $0.14. Management expects positive momentum in end markets to continue through calendar year 2025, with ongoing strength in data center ecosystem and aerospace & defense segments alongside stabilization in service provider test and measurement and optical security pigments businesses.

VIAV YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$80.0M$160.0M$240.0M$252.0M$290.5MRevenue$144.3M$163.5MGross Profit$7.5M$15.3MOperating Income$3.4M$8.0MNet Income
$0$80.0M$160.0M$240.0MRevenueGross ProfitOperating IncomeNet Income

VIAV Revenue by Segment

Network and Service Enablement
Network Enablement$209.1M+14.8%
Optical Security and Performance Products$81.4M+16.6%
Service Enablement

VIAV Revenue by Geography

Americas$424.9M+330.1%
Asia Pacific$379.5M+314.9%
EMEA$279.7M+353.0%

Figures from SEC filings and company reports. Not investment advice.