Viavi Solutions Inc. (VIAV) Earnings Call Transcripts

Viavi Solutions Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, Viavi Solutions Inc. reported net revenue of $406.8 million, exceeding the high end of guidance and reflecting a 42.8% year-over-year increase. Earnings per share (EPS) of $0.27 also surpassed guidance, indicating strong operational performance. Management provided an optimistic outlook for Q4, projecting revenue between $427 million and $437 million, driven by robust demand in the data center and aerospace sectors.

Reported metrics

Guidance from management

For Q4, Viavi expects revenue between $427 million and $437 million, with EPS projected between $0.29 and $0.31. Guidance reflects continued strength in the data center and aerospace markets.

What management said

Yes, it's all. I mean the 800 is still very much a high volume driver. But a lot of the new development is using our 1.6. By the way, we released 1.6, 1.5 years ago. So you just see -- actually, ironically, it was initially the NAMs, the optical equipment vendors who deployed it first in development. And now it's spreading to the semis and the whole co-packaged optics. So yes, I mean, 1.6 is ramping in a lab. And we'...

So for modeling, Mehdi. So on the NSE side, it's around today, the 40% level. And obviously, the top line, we assume will continue to drive as it continues to grow. So when you think about the operating leverage and the operating income, for NSE and the company? I mean...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of high growth rates, particularly in the NSE segment, and the ongoing weakness in the wireless business. There were also questions about the impact of cash flow challenges on future investments and growth potential.

Main topics on the call

• Strong Revenue Growth — Viavi's revenue for Q3 reached $406.8 million, up 42.8% year-over-year and exceeding guidance. CEO Oleg Khaykin noted, "The strong year-on-year and quarter-on-quarter performance was driven by strong growth in many of ou...
• Operating Margin Expansion — Operating margin improved to 21%, above guidance and up 430 basis points year-over-year. CFO Ilan Daskal stated, "Operating margin for the third fiscal quarter was 21%, above the high end of our guidance range of 19.2% a...
• NSE Segment Performance — The NSE segment generated $321.5 million in revenue, a 54.4% increase year-over-year, driven by demand from the data center ecosystem. Khaykin highlighted, "NSE revenue in Q3 grew approximately 54% year-over-year, primar...
• Guidance for Q4 — Management expects Q4 revenue to be between $427 million and $437 million, indicating continued growth. Daskal mentioned, "We expect NSE revenue to be up quarter-on-quarter, driven by continued strong demand for our prod...

Read the full Viavi Solutions Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 38 Viavi Solutions Inc. earnings call transcripts on record, spanning January 7, 2020 to August 5, 2026. Based on this history, Viavi Solutions Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VIAV

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Communications Equipment

Calls on record

38

First call

January 7, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly