Q4 2025 Viavi Solutions Inc Earnings Call Transcript

Aug 7, 2025 / 08:30 PM GMT

Release Date Price: MXN178

Transcript 10-K8-K

Key Points

Positve

Viavi Solutions Inc (VIAV) reported net revenue of $290.5 million for Q4 2025, which was at the high end of their guidance range.
Year-over-year revenue growth was strong at 15.3%, driven by demand in the data center ecosystem and aerospace and defense sectors.
Operating margin for the fourth fiscal quarter was 14.4%, at the high end of the guidance range, and up 350 basis points year-over-year.
The company successfully mitigated tariff impacts, maintaining stable pricing and supply chain realignment.
Viavi Solutions Inc (VIAV) is seeing strong demand for its 1.6 terabit test solution, indicating continued growth potential in the data center ecosystem.

Negative

Operating margin decreased by 230 basis points from the prior quarter.
EPS was down $0.02 sequentially, despite being at the high end of the guidance range.
The wireless business remains weak, with sluggish demand for infrastructure tests expected to continue in the medium term.
There is ongoing ASP pressure in the 3D sensing market, impacting the OSP segment.
The company faces challenges with volume growth in the 3D sensing market due to high penetration and market saturation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VIAV.OQ - Viavi Solutions Inc
Q4 2025 Viavi Solutions Inc Earnings Call
Aug 07, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. My name is Bella, and I will be your conference operator today. At this time, I would like to welcome everyone to the VIV Solutions fiscal 4th quarter and full year 2025 earnings call. Today's conference is being recorded. All lines have been placed on mute to prevent any backward noise. After the speaker's remarks, there will be a question and answer session. At this time, I would like to welcome and turn the conference over to the bid in the year, head of investor relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, Bella.

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