VIAV
Viavi Solutions Inc.
Price as of Jul 20, 2026
VIAV earnings
Viavi Solutions Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| 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% |
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
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-05.