earnings
confidence high
sentiment positive
materiality 0.80
VIAVI Q4 revenue $443.1M (+52.5% YoY), Non-GAAP EPS $0.34; FY revenue $1.5B (+40%)
VIAVI SOLUTIONS INC.
- Q4 net revenue $443.1M, up 52.5% YoY; GAAP diluted EPS $0.13, Non-GAAP $0.34.
- FY2026 net revenue $1.5B, up 40% YoY; GAAP net loss $30.4M, Non-GAAP net income $243.8M.
- GAAP operating margin 13.8% (up 850 bps YoY); Non-GAAP operating margin 24.0% (up 960 bps).
- CEO cites strong growth in datacenter ecosystem and aerospace/defense as key drivers.
- Modified non-GAAP presentation to exclude employer payroll taxes on stock-based compensation; prior periods recast.