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Viavi beats Q4 estimates as revenue climbs 15%, led by strong gains in NSE and OSP segments despite macro headwinds.
Viavi Solutions Inc. (NASDAQ:VIAV ) Q4 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Ilan Daskal - Executive VP & CFO Oleg Khaykin - President, CEO & Director Vibhuti Nayar - Director of Investor Relations Conference Call Participants Andrew Carl Spinola - UBS Investment Bank, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Meta A. Marshall - Morgan Stanley, Research Division Ruben Roy - Stifel, Nicolaus & Company, Incorporated, Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Operator Good afternoon.
Viav Solutions (VIAV) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.08 per share a year ago.
Viavi's Network Enablement segment is rebounding, driven by hyperscaler demand for 800G/1.6T optical upgrades and deeper datacenter integration. Strategic moves into defense and aerospace, especially with PNT tech and the Inertial Labs acquisition, are diversifying revenue and boosting stability. Financials show strong revenue growth and margins, but free cash flow is still weak, and the stock trades at a slight premium.
VIAV teams with 3-GIS to streamline fiber fault detection, aiming to cut downtime and boost network reliability for growing AI and cloud demands.
Solid demand trends enable VIAV to beat third-quarter fiscal 2025 earnings estimates.
Viavi Solutions Inc. (NASDAQ:VIAV ) Q3 2025 Earnings Conference Call May 1, 2025 4:30 PM ET Company Participants Vibhuti Nayar - Head of Investor Relations Ilan Daskal - Chief Financial Officer Oleg Khaykin - President and Chief Executive Officer Conference Call Participants Ruben Roy - Stifel Financial Corp. Ryan Koontz - Needham & Company, LLC Andrew Spinola - UBS Group AG Michael Genovese - Rosenblatt Securities Tim Savageaux - Northland Capital Markets Operator Good afternoon. My name is Audra, and I will be your conference operator today.
Viav Solutions (VIAV) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago.
VIAV expands ONE LabPro ONE-1600 testing solution capabilities to support high-bandwidth needs.
VIAV introduces an advanced testing solution suite to streamline the adoption of AI-related network infrastructure across industries.
VIAV enhances its high-speed test solutions portfolio with the launch of an 800G transport module.