Viavi Solutions Inc. (VIAV) Earnings
Viavi Solutions Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $0.30. VIAV has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +13.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $0.24 | $0.27 | +12.5% | $407M | +3.3% |
| Jan 28, 2026 | $0.19 | $0.22 | +15.8% | $369M | -6.2% |
| Oct 29, 2025 | $0.13 | $0.15 | +15.4% | $299M | -0.9% |
| Aug 7, 2025 | $0.12 | $0.13 | +8.3% | $291M | +1.9% |
| May 1, 2025 | $0.12 | $0.15 | +25.0% | $285M | -0.1% |
| Jan 30, 2025 | $0.10 | $0.13 | +30.0% | $271M | +4.2% |
| Oct 31, 2024 | $0.06 | $0.06 | +0.0% | $238M | -0.8% |
| Aug 8, 2024 | $0.07 | $0.08 | +14.3% | $252M | +0.5% |
| May 2, 2024 | $0.07 | $0.06 | -14.3% | $246M | -1.9% |
| Feb 1, 2024 | $0.08 | $0.11 | +37.5% | $255M | +1.4% |
| Nov 2, 2023 | $0.10 | $0.09 | -10.0% | $248M | -0.7% |
| Aug 10, 2023 | $0.08 | $0.10 | +25.0% | $264M | +4.6% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q3 FY2026 · April 29, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Review of Q3 results: Net revenue above guidance, operating margin and EPS also above. By segment: NSE up due to acquisition and demand, NSC margin up driven by volume and mix, OSP up driven by 3D sensing. Management highlights Q4 expectations: Revenue expected up sequentially for NSC and OSP, with specific revenue ranges for VIAVI, NSE, OSP and operating margin expectation.
Guidance
Expect Q4 revenue of VIAVI in range of $427 - $437 million, NSE between $340 - $348 million, OSP $87 - $89 million, operating margin 22.7% +/-50bps.
Segment performance
Net revenue for Q3 was $406.8 million. NSE revenue was $321.5 million, above guidance range. Spire and product lines revenue $54.2 million. NSC gross margin 65.3%, operating margin 17.2%. OSP revenue $85.3 million, gross margin 50.3%, operating margin 35.3%.
Risks & headwinds
Forward-looking statements subject to risks and uncertainties causing actual results to differ. Component shortages and supply constraints risks.
Analyst Q&A
Q: Drill into data center momentum.
A: Lab, production, field instruments driven by data center ecosystem, aerospace defense.
Q: Longer-term earning power.
A: NSC operating margin growing, OSP high margin, operating leverage from volume.
Q: Component shortages and supply.
A: No long-term supply agreements yet, focus on early access, manage supply chain.
Q: Drone business performance.
A: Inertial business exceeding forecasts, products for different drones with export approvals