VIAV

It has been about a month since the last earnings report for Viavi Solutions (VIAV). Shares have lost about 17.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Viavi Solutions due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Viavi Solutions Inc. before we dive into how investors and analysts have reacted as of late. VIAV Q4 Earnings Top Estimates on Data Center, A&D Strength Viavi reported strong fourth-quarter fiscal 2026 results, with earnings and revenues exceeding the Zacks Consensus Estimate. Non-GAAP earnings of 34 cents per share beat the consensus estimate of 30 cents by 13.33%, while revenues of $443.1 million topped the consensus mark of $433 million by 2.34% and increased 52.5% year over year.The robust performance was driven by sustained demand from the data center ecosystem and aerospace, and defense markets, along with contributions from acquired Spirent product lines. The Network and Service Enablement (NSE) segment remained the primary growth engine, delivering nearly 70% year-over-year revenue growth. VIAV Delivers Broad-Based Segment Growth Network and Service Enablement generated revenues of $353.9 million, up 69.2% year over year and above management's guidance range. Growth reflected continued strength in lab, production and field products serving the data center ecosystem, contributions from Spirent product lines and healthy aerospace and defense demand.Optical Security and Performance Products (OSP) revenues increased 9.6% year over year to $89.2 million, reaching the high end of guidance. Growth was fueled by stronger demand for 3D sensing products as well as anti-counterfeiting and other optical products, demonstrating continued momentum across the company's second operating segment. Viavi Expands Margins on Favorable Mix Profitability improved meaningfully during the quarter as higher revenues and a favorable product mix boosted margins. Non-GAAP gross margin expanded to 62.3% from 60.1% a year earlier, while non-GAAP operating margin climbed 960 basis points year over year to 24.0%, exceeding the high end of management's guidance.Non-GAAP operating income more than doubled year over year to $106.4 million. Earnings benefited from approximately 2 cents per share from lower interest expense following debt reduction and tariff refunds received during the quarter. VIAV Strengthens Balance Sheet & Cash Flow Viavi ended the quarter with $656.7 million in total cash, short-term investments and restricted cash. Cash flow from operating activities reached $66.7 million during the quarter, while capital expenditures totaled $11.1 million.The company strengthened its balance sheet through capital allocation initiatives. During the quarter, it completed a follow-on equity offering that generated approximately $575 million in gross proceeds. The proceeds were primarily used to retire the remaining $450 million balance of its Term Loan B, while the remaining funds enhanced liquidity. The company did not repurchase shares during the quarter as debt reduction remained the priority, although nearly $170 million remains available under its existing authorization. Viavi Sees Healthy Demand Across End Markets Management highlighted that demand from the data center ecosystem remains exceptionally strong, supported by investments in AI infrastructure, high-performance computing, optical networking and hyperscale data center deployments. The recently acquired Spirent high-speed Ethernet product lines continued to perform well and contributed meaningfully to quarterly growth.The aerospace and defense business delivered another quarter of solid growth, particularly for positioning, navigation and timing products, which management expects to remain a multiyear growth driver. Meanwhile, service provider demand improved seasonally, supported by fiber monitoring deployments and cable network upgrades, although wireless demand remained stable at relatively subdued levels. VIAV Guides for Another Sequentially Strong Quarter For the first quarter of fiscal 2027, management projects revenues to be between $450 million and $460 million with non-GAAP earnings of 40-42 cents per share. The outlook implies sequential growth, driven by continued strength in both operating segments.The company expects NSE revenues to be between $360 million and $368 million, supported by continued momentum across data center and aerospace and defense markets, while OSP revenues are projected to be in the range of $90-$92 million on seasonally stronger demand for 3D sensing products. Management forecasts a non-GAAP operating margin of approximately 27.1%, benefiting from tariff refunds despite additional operating costs associated with the extra week in the fiscal quarter. In the past month, investors have witnessed a upward trend in estimates revision. The consensus estimate has shifted 47.67% due to these changes. Currently, Viavi Solutions has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. However, the stock has a score of D on the value side, putting it in the bottom 40% for value investors. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Viavi Solutions has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Viavi Solutions Inc. (VIAV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Viavi Solutions Inc. VIAV wrapped up fiscal 2026 on a strong note, backed by robust demand across the artificial intelligence (AI) data-center ecosystem, aerospace and defense markets and contributions from the acquired Spirent businesses. The company also witnessed substantial margin expansion, highlighting improving operating leverage.Fiscal fourth-quarter revenues surged 52.5% year over year to $443.1 million and surpassed the Zacks Consensus Estimate of $433 million. Adjusted earnings jumped 161.5% year over year to 34 cents per share, beating the consensus estimate of 30 cents by 13.3%. VIAV surpassed the consensus mark for earnings and revenues in each of the past four quarters.Management expects the momentum to extend into fiscal 2027. Let us delve a little deeper into the factors that make VIAV an attractive investment proposition following its solid fiscal fourth-quarter performance. Viavi's expanding exposure to AI and hyperscale data centers is emerging as one of its most important growth drivers. Network and Service Enablement (NSE) revenues soared 69.2% year over year to $353.9 million in the fiscal fourth quarter, supported by demand for lab, production and field-testing products, aerospace and defense solutions and the acquired Spirent portfolio.The data-center ecosystem now accounts for roughly half of NSE revenues, reflecting the rapid transformation of VIAV's revenue mix away from its historical dependence on telecom service-provider spending. Management expects robust data-center growth to continue over the next several quarters.The company has also expanded its AI-networking portfolio through products such as the Ultra Ethernet Transport validation platform and the CyberFlood CF1000 400G security and application-performance testing platform. These solutions enable Viavi to benefit as hyperscalers, cloud operators and networking vendors deploy increasingly complex, high-bandwidth AI infrastructure. The acquisition of selected Spirent Communications businesses has significantly expanded Viavi's addressable market and technological capabilities. It has strengthened the company's position in high-speed Ethernet testing, network security, channel emulation and enterprise network validation while creating cross-selling opportunities across its existing customer base.Spirent's contribution should increase in the near term. Management expects the acquired business to grow roughly 10% sequentially in the September quarter, while December is typically its strongest quarter because of favorable seasonality.The combination of Viavi's optical and network-testing capabilities with Spirent's Ethernet, cybersecurity and network-validation assets provides a broader platform for addressing the increasingly sophisticated testing requirements associated with AI clusters, cloud networks and next-generation communications infrastructure. Viavi's diversification beyond traditional telecom customers is another positive. The aerospace and defense business delivered another quarter of strong year-over-year growth, driven particularly by healthy demand for positioning, navigation and timing (PNT) products.Management expects PNT to remain a multi-year growth driver for its aerospace and defense operations. This market provides VIAV with exposure to government and defense modernization spending and reduces dependence on more cyclical carrier capital expenditures. The combination of AI data centers and aerospace and defense has materially changed the company's growth profile, providing greater diversification and improving revenue visibility. Viavi has surged 244.1% in the past year compared with the industry’s growth of 189.1%. It has outperformed peers like Knowles Corporation KN and Airgain, Inc. AIRG. While Airgain has gained 25.3%, Knowles soared 59% over this period. One-Year VIAV Stock Price Performance Image Source: Zacks Investment Research Management's first-quarter fiscal 2027 outlook reinforces the bullish growth narrative. VIAV expects revenues between $450 million and $460 million, above the $443.1 million recorded in the fiscal fourth quarter. Non-GAAP earnings are projected between 40 cents and 42 cents per share, representing another healthy sequential increase from 34 cents in the June quarter.Management has also become more optimistic about Viavi's longer-term revenue trajectory. Given the current pace of growth, the company believes it could reach quarterly revenues of more than $500 million sometime during calendar 2027, earlier than its previous expectation of achieving that level near the end of fiscal 2028. Viavi entered fiscal 2027 with considerable momentum. Strong AI data-center spending and the expanding Spirent portfolio should support continued growth in the NSE segment. At the same time, healthy aerospace and defense demand provides another secular growth avenue.The upbeat first-quarter outlook adds further visibility to the growth story. Investors seeking exposure to the rapidly expanding AI networking and high-speed optical testing ecosystem may consider betting on VIAV for further upside. Viavi currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Viavi Solutions Inc. (VIAV) : Free Stock Analysis Report Knowles Corporation (KN) : Free Stock Analysis Report Airgain, Inc. (AIRG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Viavi Solutions Inc.? Here are five stocks we like better. AI-driven optical networking is expanding Viavi’s testing opportunity as 800G and 1.6T technologies, optical circuit switches and co-packaged optics require more complex testing across development and production. Viavi’s data center business is a major growth driver, while aerospace and defense revenue has more than doubled in two years. The company also sees longer-term potential in AI-related wireless infrastructure and edge connectivity. Management said Viavi could reach $500 million in quarterly revenue earlier than previously expected, potentially as soon as the December quarter, with operating margins in the high-30% range possible at that scale. Viasat Drops 29%: Falling Knife or Moonshot Bargain? Viavi Solutions (NASDAQ:VIAV) expects rising complexity in optical networking, co-packaged optics and aerospace applications to expand the company’s testing and measurement opportunities, executives said during the Rosenblatt Age of AI Technology conference. President and CEO Oleg Khaykin said data center-related revenue accounted for about half of revenue in the company’s Network Service Enablement, or NSE, segment in the recently reported fiscal fourth quarter. Aerospace and defense represented roughly 17%, while telecommunications made up the remainder, according to the discussion. → Datavault AI Locks Down CyberCatch in $94M Security Rollup 3 Stocks Under $20 Worth the Price Khaykin said Viavi works with all five of the world’s largest transceiver manufacturers and has particularly deep engagement with four of them. He said the company is used in development labs and in manufacturing environments by several leading suppliers. As optical speeds advance from 400G to 800G and 1.6T, the amount and precision of testing required increases, Khaykin said. At 800G, manufacturers require more detailed laser, insertion-loss and transceiver testing than at prior generations. At 1.6T, testing becomes more optical and includes more functional testing on production lines. → Michael Burry Is Betting Against Palantir Again—Should Investors Care? “The content for test is actually increasing,” Khaykin said, adding that manufacturers also need additional equipment to test advanced fiber types and multi-fiber connectors. He said defects in a single fiber can render an entire connector unusable, increasing the importance of surface inspection and interferometry. Viavi has been selling 1.6T equipment to developers for more than a year, according to Khaykin. He characterized production deployments as having begun in early stages at the beginning of the year and described the market as being in the “second” or “third inning.” He said a 1.6T tester can also test 800G and 400G modules, improving economics on a cost-per-bit basis, even as the cost of a full testing system rises. → Home Depot Analysts See a Path to $375 and Beyond Khaykin said the price of a 1.6T test box is generally about 50% higher than an 800G equivalent because of higher component costs. The company sees a growing role in testing optical circuit switches, or OCS, and co-packaged optics, or CPO. Khaykin said Viavi is the dominant merchant-equipment supplier for OCS testing, though some companies may build internal equipment. For highly complex products such as OCS, he estimated that the test-and-measurement market could represent roughly 10% of annual market size, while noting that the figure could change as yields improve and manufacturers modify testing practices. CPO creates more testing opportunities per port than pluggable transceivers, Khaykin said. The technology requires testing of electronic integrated circuits and photonic integrated circuits before assembly, retesting after they are combined into optical engines, testing of interconnect platforms, and final system testing after the addition of ASICs and memory. “If you do not do all these other things ahead of it and make sure that all the pieces that you are putting together and the final product is good,” Khaykin said, manufacturers could face costly losses from scrapped modules. He said Viavi has worked on CPO test systems for nearly two years and has begun early shipments. The company expects its integrated and automatable optical test platforms to be used alongside semiconductor testers and probers supplied by companies such as Advantest, Teradyne and FormFactor. Separately, Khaykin said more than 40% of Viavi’s traditional field-instrument business is now driven by data centers. Hyperscale operators are using fiber monitoring tools to qualify newly built networks, monitor dark fiber and identify potential network issues before activating capacity, he said. Viavi’s aerospace and defense business has more than doubled over the past two years, Khaykin said. He described its growth as higher than telecom but somewhat lower and more sustainable than data center growth over the long term. The business focuses on resilient positioning, navigation and timing technologies that can operate without relying solely on GPS. Khaykin said the emergence of drones, intelligent munitions and autonomous equipment has expanded demand for these capabilities. Viavi uses cesium and rubidium clocks and has developed MEMS clock technology that it believes can match cesium-clock performance. While wireless remains weak, Khaykin said the company sees a future opportunity in AI-related radio access networks and edge inference. He said improving bandwidth, latency and edge connectivity will be necessary for broader AI adoption, describing wireless infrastructure as a potential growth area within two to three years. Khaykin said Viavi could approach $500 million in quarterly revenue sooner than its prior expectation of the end of calendar 2027 if demand remains strong. He said the company could be “not far” from that level in the December quarter, although he cautioned that it was too early to make a definitive call. Chief Financial Officer Ilan Daskal said the company had previously viewed the $500 million quarterly revenue milestone as a fiscal 2028 objective but now expects to reach it earlier. Daskal said operating leverage could also alter the company’s profit outlook, adding that operating margins in the high-30% range were “not an unrealistic” possibility when Viavi reaches $500 million in quarterly revenue. Khaykin also described Viavi’s Optical Security and Performance Products segment as a steady business expected to grow at a mid- to high-single-digit annual rate, with opportunities in consumer electronics, autonomous driving, aerospace and defense. He said the business has returned to normalized inventory levels following a COVID-era buildup tied to government demand for currency-printing materials. Viavi Solutions Inc is a provider of network test, monitoring and assurance solutions for communications service providers, cable operators, enterprises and government agencies. The company offers an extensive portfolio of fiber optic and copper cable test and measurement instruments, wireless network testing equipment and network performance monitoring software. Its products are designed to support the deployment, maintenance and optimization of high-speed broadband, 5G wireless, data center and enterprise networks. Viavi's product offerings are organized into two primary segments: Network & Service Enablement and Optical Security & Performance. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Viavi Sees AI Optics, CPO Testing Driving Path Toward $500M Quarterly Revenue" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Viavi Solutions Inc. VIAV ended fiscal 2026 with management pointing to data-center and aerospace-and-defense demand as the main forces carrying momentum into the new year. The company also signaled that its optical-test exposure is broadening as 1.6T, co-packaged optics and optical switching move further into production. VIAVI reported fourth-quarter non-GAAP earnings of 34 cents per share, which beat the Zacks Consensus Estimate of 30 cents. Revenues of $443.1 million increased 52.5% year over year and surpassed the Zacks Consensus Estimate of $433 million. Viavi Solutions Inc. price-consensus-eps-surprise-chart | Viavi Solutions Inc. Quote President and CEO Oleg Khaykin said the data-center ecosystem now represents about 50% of Network and Service Enablement revenue, with aerospace and defense accounting for about 17%. President and CEO Khaykin said demand remains strong across lab, production and field instruments used by semiconductor, optical-module, equipment and hyperscale customers. President and CEO Khaykin added that the core data-center business, excluding Spirent, more than doubled year over year, with production testing growing especially quickly. Executive vice president and CFO Ilan Daskal guided fiscal first-quarter revenue to $450 million-$460 million and non-GAAP EPS to $0.40-$0.42. Daskal also projected a 27.1% operating margin, plus or minus 40 basis points. An $11 million tariff refund received in July is expected to help reduce the cost of goods sold, while the extra week raises variable costs. A Stifel analyst asked whether the 14-week quarter meaningfully boosts revenue. President and CEO Khaykin said the effect is de minimis because shipments are tied more closely to customers' quarter-end timing than to VIAVI's operating weeks. A Needham analyst asked where VIAVI stands in the 1.6T adoption cycle. President and CEO Khaykin said 800G remains the largest-volume driver, but 1.6T is ramping rapidly as production activity increases. President and CEO Khaykin said 1.6T may reach parity with 800G in fiscal 2027, while 800G and 400G should remain relevant because multiple technology generations operate in parallel. President and CEO Khaykin also said the transition expands VIAVI's test opportunities as production capacity is added or replaced and new optical architectures enter deployment. A Rosenblatt Securities analyst pressed management on co-packaged optics, or CPO, and optical-circuit switching, or OCS. President and CEO Khaykin said CPO development is progressing and VIAVI has purchase orders tied to the technology. President and CEO Khaykin said some OCS revenue is already reflected in the results, with most of the next step-up expected over the next several quarters as adoption broadens beyond early customers. President and CEO Khaykin said VIAVI is generating some CPO revenue in the current quarter and that acceleration could begin in December. He said higher test intensity is required as customers manage yield and performance. A Northland Capital Markets analyst asked about Spirent's quarterly pattern and integration progress. President and CEO Khaykin said the acquired business performed in line with expectations and should grow at least 10% sequentially in the September quarter. Executive Vice President and CFO Daskal said Spirent's seasonality remains intact, with the second half of the calendar year stronger than the first, and added that the business is producing good margins. President and CEO Khaykin said the integration was completed by the end of the June quarter, including go-to-market and R&D actions. He added that roadmap integration is ahead of schedule. President and CEO Khaykin's closing message centered on continued diversification into data-center and aerospace-and-defense markets, which he expects to support growth over the next several quarters. President and CEO Khaykin remained cautious on wireless, describing demand as weak but stable, while service-provider products benefited from seasonal strength in fiber monitoring and cable-architecture migration. Management emphasized optical-test expansion, PNT demand, operating leverage and execution on the Spirent roadmap as near-term priorities. VIAV carries a Zacks Rank #3 (Hold), which represents a more neutral near-term earnings-estimate signal than the top-ranked #1 (Strong Buy) and 2 (Buy) categories. You can see the complete list of today’s Zacks #1 Rank stocks here. Its Value, Growth, Momentum and VGM Score are all D. Under the Zacks Style Scores framework, lower letter grades indicate less favorable characteristics, while the strongest combinations generally pair a Zacks Rank #1 or #2 with A or B Style Scores. The Zacks Rank can change as analysts revise earnings estimates following the newly reported results. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Viavi Solutions Inc. (VIAV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Viavi Solutions Inc. VIAV reported strong fourth-quarter fiscal 2026 results, with earnings and revenues exceeding the Zacks Consensus Estimate. Non-GAAP earnings of 34 cents per share beat the consensus estimate of 30 cents by 13.33%, while revenues of $443.1 million topped the consensus mark of $433 million by 2.34% and increased 52.5% year over year.The robust performance was driven by sustained demand from the data center ecosystem and aerospace, and defense markets, along with contributions from acquired Spirent product lines. The Network and Service Enablement (NSE) segment remained the primary growth engine, delivering nearly 70% year-over-year revenue growth. Viavi Solutions Inc. price-consensus-eps-surprise-chart | Viavi Solutions Inc. Quote Network and Service Enablement generated revenues of $353.9 million, up 69.2% year over year and above management's guidance range. Growth reflected continued strength in lab, production and field products serving the data center ecosystem, contributions from Spirent product lines and healthy aerospace and defense demand.Optical Security and Performance Products (OSP) revenues increased 9.6% year over year to $89.2 million, reaching the high end of guidance. Growth was fueled by stronger demand for 3D sensing products as well as anti-counterfeiting and other optical products, demonstrating continued momentum across the company's second operating segment. Profitability improved meaningfully during the quarter as higher revenues and a favorable product mix boosted margins. Non-GAAP gross margin expanded to 62.3% from 60.1% a year earlier, while non-GAAP operating margin climbed 960 basis points year over year to 24.0%, exceeding the high end of management's guidance.Non-GAAP operating income more than doubled year over year to $106.4 million. Earnings benefited from approximately 2 cents per share from lower interest expense following debt reduction and tariff refunds received during the quarter. Viavi ended the quarter with $656.7 million in total cash, short-term investments and restricted cash. Cash flow from operating activities reached $66.7 million during the quarter, while capital expenditures totaled $11.1 million.The company strengthened its balance sheet through capital allocation initiatives. During the quarter, it completed a follow-on equity offering that generated approximately $575 million in gross proceeds. The proceeds were primarily used to retire the remaining $450 million balance of its Term Loan B, while the remaining funds enhanced liquidity. The company did not repurchase shares during the quarter as debt reduction remained the priority, although nearly $170 million remains available under its existing authorization. Management highlighted that demand from the data center ecosystem remains exceptionally strong, supported by investments in AI infrastructure, high-performance computing, optical networking and hyperscale data center deployments. The recently acquired Spirent high-speed Ethernet product lines continued to perform well and contributed meaningfully to quarterly growth.The aerospace and defense business delivered another quarter of solid growth, particularly for positioning, navigation and timing products, which management expects to remain a multiyear growth driver. Meanwhile, service provider demand improved seasonally, supported by fiber monitoring deployments and cable network upgrades, although wireless demand remained stable at relatively subdued levels. For the first quarter of fiscal 2027, management projects revenues to be between $450 million and $460 million with non-GAAP earnings of 40-42 cents per share. The outlook implies sequential growth, driven by continued strength in both operating segments.The company expects NSE revenues to be between $360 million and $368 million, supported by continued momentum across data center and aerospace and defense markets, while OSP revenues are projected to be in the range of $90-$92 million on seasonally stronger demand for 3D sensing products. Management forecasts a non-GAAP operating margin of approximately 27.1%, benefiting from tariff refunds despite additional operating costs associated with the extra week in the fiscal quarter. VIAV currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Keysight Technologies, Inc. KEYS is scheduled to release third-quarter fiscal 2026 earnings on Aug. 18. The Zacks Consensus Estimate for earnings is pegged at $2.46 per share, suggesting growth of 43.02% from the year-ago reported figure.Keysight has a long-term earnings growth expectation of 19.44%. The company delivered an average earnings surprise of 9.46% in the last four reported quarters.Analog Devices, Inc. ADI is set to release third-quarter fiscal 2026 earnings on Aug. 19. The Zacks Consensus Estimate for earnings is pegged at $3.33 per share, implying growth of 62.44% from the year-ago reported figure.Analog Devices has a long-term earnings growth expectation of 31.04%. The company delivered an average earnings surprise of 5.48% in the last four reported quarters.Applied Materials, Inc. AMAT is scheduled to release third-quarter fiscal 2026 earnings on Aug. 13. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, suggesting growth of 35.48% from the year-ago reported figure.Applied Materials has a long-term earnings growth expectation of 32.44%. The company delivered an average earnings surprise of 6.06% in the last four reported quarters. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Viavi Solutions Inc. (VIAV) : Free Stock Analysis Report Analog Devices, Inc. (ADI) : Free Stock Analysis Report Applied Materials, Inc. (AMAT) : Free Stock Analysis Report Keysight Technologies Inc. (KEYS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

This article first appeared on GuruFocus. Net Revenue: $443.1 million in Q4 FY2026, above guidance of $427-$437 million; up 8.9% sequentially and 52.5% year-over-year. Full Year Revenue: $1.518 billion for FY2026, up 40% year-over-year. Operating Margin: 24% in Q4 FY2026, above guidance of 22.2%-23.2%; up 280 basis points sequentially and 960 basis points year-over-year. Full Year Operating Margin: 20.6% for FY2026, up 630 basis points from FY2025. EPS: $0.34 in Q4 FY2026, above guidance of $0.29-$0.31; up $0.07 sequentially and $0.21 year-over-year. Full Year EPS: $1.00 for FY2026, versus $0.47 in the prior year. NSE Revenue: $353.9 million in Q4 FY2026, above guidance of $340-$348 million; up 69.2% year-over-year. NSE Gross Margin: 64.1% in Q4 FY2026, up 190 basis points year-over-year. NSE Operating Margin: 20% in Q4 FY2026, versus 4.6% in the same quarter last year. OSP Revenue: $89.2 million in Q4 FY2026, at the high end of guidance of $87-$89 million; up 9.6% year-over-year. OSP Gross Margin: 55.2% in Q4 FY2026, up 50 basis points year-over-year. OSP Operating Margin: 40% in Q4 FY2026, above guidance of 38%-38.8%; up 40 basis points year-over-year. Spirent Product Lines Revenue: $47.7 million in Q4 FY2026; contributed $145 million to full fiscal year revenue. Cash and Short-Term Investments: $656.7 million at end of Q4 FY2026, versus $508 million in Q3 FY2026. Cash Flow from Operations: $66.7 million in Q4 FY2026, versus $23.8 million in the same period last year. CapEx: $11.1 million in Q4 FY2026, versus $5.5 million in the same period last year; $31.1 million for full fiscal year versus $27.8 million in the prior year. Share Repurchases: Approximately 2.7 million shares for about $30 million during FY2026; no shares purchased in Q4. Q1 FY2027 Guidance: Revenue expected between $450 million and $460 million; NSE revenue between $360 million and $368 million; OSP revenue between $90 million and $92 million. Q1 FY2027 Operating Margin Guidance: 27.1% plus or minus 40 basis points; NSE operating margin expected at 23.1% plus or minus 50 basis points; OSP operating margin expected at 43.2% plus or minus 20 basis points. Q1 FY2027 EPS Guidance: Between $0.40 and $0.42. Warning! GuruFocus has detected 7 Warning Signs with VIAV. Is VIAV fairly valued? Test your thesis with our free DCF calculator. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Viavi Solutions Inc (NASDAQ:VIAV) reported Q4 FY2026 revenue of $443.1 million, exceeding the high end of its guidance range, with a 52.5% year-over-year increase. The company's NSE segment saw strong demand from the data center ecosystem and aerospace and defense customers, with revenue up 69.2% year-over-year. Viavi Solutions Inc (NASDAQ:VIAV) achieved record operating margins, with Q4 operating margin at 24%, above guidance, and full-year operating margin up 630 basis points to 20.6%. The company launched the industry's first validation solution for ultra Ethernet transport, extending its leadership in the high-speed Ethernet segment for AI and HPC workloads. Management expects continued robust growth, with Q1 FY2027 revenue guidance of $450-$460 million, and anticipates reaching $500 million in quarterly revenue sooner than originally planned, potentially in calendar 2027. The Spirent acquisition is fully integrated and ahead of schedule, with synergies realized and strong performance expected in the seasonally stronger second half of the calendar year. Viavi Solutions Inc (NASDAQ:VIAV)'s wireless products continue to see anemic, albeit stable, customer demand, which remains a weak spot in the portfolio. The company's Q1 FY2027 guidance includes elevated variable costs due to a 14-week fiscal quarter, which will partially offset the benefit from a tariff refund. The service provider business, which includes field instruments and wireless products, is growing at a slow pace of only 1-2%, limiting overall growth potential. The transition to 1.6T technology is partially a substitution for 800G, which could temper the overall growth rate in the data center segment. The company faces potential headwinds from semiconductor pricing, although it has so far been able to pass on cost increases to customers. Viavi Solutions Inc (NASDAQ:VIAV) did not repurchase any shares in Q4 as it prioritized debt management, which may limit shareholder returns in the near term. Q: Can you provide an update on the scale of the data center and optical business within NSE, and what growth rates are you seeing?A: Oleg Khaykin (CEO) stated that the data center business is now running at about 50% of NSE revenue, with Aerospace & Defense at approximately 17%, and the rest being the service provider business. He noted that the data center ecosystem is essentially all optical, covering R&D, production test, and fiber monitoring. Excluding Spirent, this business has more than doubled year-over-year. Q: Where are we in the 1.6T adoption cycle, and when do you expect it to peak relative to 800G?A: Oleg Khaykin (CEO) explained that 800G is still the biggest volume driver, but 1.6T is ramping very quickly, especially moving into production. He expects 1.6T to reach parity with 800G in calendar 2027, after which 1.6T will continue to grow while 800G may pull back. However, 800G will remain a significant driver for a long time due to the large installed base being upgraded. Q: How should we think about the long-term operating margin structure as the data center strategy ramps, and what is the sustainable R&D investment level?A: Oleg Khaykin (CEO) stated that NSE gross margins are north of 60%, ranging from low 60s for field instruments to high 70s for lab products. As this segment becomes a larger share of revenue, overall gross margins will trend up. He expects operating margins to reach the mid-to-high 20% range in the not-too-distant future, as OpEx is scaling much slower than revenue. Ilan Daskal (CFO) added that R&D spending will not be materially higher, and the operating leverage will continue to favor margin expansion. Q: Can you give an update on the timing of OCS (Optical Circuit Switching) and CPO (Co-Packaged Optics) revenue?A: Oleg Khaykin (CEO) said that while there is some OCS revenue already, the majority will come over the next several quarters as adoption broadens beyond the initial hyperscaler customer. Regarding CPO, the company is already receiving some revenue this quarter, with acceleration expected in the December quarter. He dismissed concerns about yield issues, noting that managing yields requires more testing, which is beneficial for Viavi. Q: Has your confidence increased regarding reaching a $500 million revenue quarter, and what is the updated timeline?A: Oleg Khaykin (CEO) indicated that the $500 million revenue milestone will likely come sooner than originally anticipated. While the original expectation was exiting fiscal 2028, he now expects to reach this level sometime during calendar 2027, given the current growth trajectory. Q: Can you provide more color on the Spirent performance and the expected trajectory for the September quarter?A: Oleg Khaykin (CEO) noted that Spirent performed as expected, with the June quarter coming in as projected. He highlighted that Spirent has a seasonal pattern with 45% of revenue in the first half and 55% in the second half of the calendar year. He expects Spirent to be up around 10% sequentially in the September quarter, with December being its strongest quarter. Ilan Daskal (CFO) added that the integration is complete and ahead of schedule, with savings from restructuring being realized. Q: How does the extra week in the September quarter impact revenue and costs, and how should we view the sequential guidance?A: Oleg Khaykin (CEO) explained that the extra week has a de minimis impact on revenue, as shipments are linked to customer quarter-end requirements rather than the number of weeks. However, OpEx is linked to the number of weeks, so the extra week adds variable costs. Ilan Daskal (CFO) clarified that the $11 million tariff refund received in July will primarily benefit Q1 cost of goods sold, providing a net benefit of about 100 basis points to operating margin, offset by the extra week's costs. Q: What is driving the sequential growth in NSE for the September quarter, given that it is typically a seasonally weaker quarter?A: Oleg Khaykin (CEO) stated that the mere fact that NSE is expected to be up sequentially indicates that the strong growth in lab and production and aerospace and defense is more than offsetting the weakness in the service provider and wireless segments. He emphasized that the data center ecosystem and A&D are the primary growth drivers, while the base service provider business is growing at only 1-2%. Q: Can you provide an update on the CPO testing intensity relative to pluggables and what it means for Viavi?A: Oleg Khaykin (CEO) explained that CPO offers a significant performance advantage, as co-packaging optics can make 3-nanometer silicon perform like 2-nanometer silicon, providing a nearly full node advantage in performance or cost. While the architecture is more complex and costly, the benefits in power and performance drive adoption. This complexity requires more testing, which is favorable for Viavi's business. Q: What is the status of the Spirent integration and the synergies being realized?A: Oleg Khaykin (CEO) confirmed that the integration is fully complete and accounted for as of the June quarter. The company rationalized go-to-market and R&D during the first two calendar quarters. He noted that they are ahead of schedule, citing the recent launch of the industry's first validation solution for Ultra Ethernet transport, which is purpose-built for AI and high-performance computing workloads. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Viavi Solutions (VIAV) has drawn fresh attention after reporting quarterly earnings and revenue that exceeded analyst estimates for the June 2026 quarter, along with new revenue guidance for the first quarter of fiscal 2027. See our latest analysis for Viavi Solutions. Even after a 1-year total shareholder return of 287.45% and a year to date share price return of 114.33%, Viavi Solutions has seen momentum cool recently, with the 90 day share price return down 23.8% despite interest around its earnings beat and fresh guidance. If this earnings driven move has you looking beyond a single stock, it could be a good time to scan the wider market for other growth stories in network and infrastructure technology through the 36 power grid technology and infrastructure stocks The recent surge in Viavi Solutions, followed by a sharp pullback and fresh guidance, leaves a straightforward issue on the table: Does the current valuation still offer enough upside potential to justify the risks you would be taking on now? Against a last close of $38.90, the most followed narrative on Viavi Solutions points to a fair value of $64.43 per share, which frames today’s pullback in a very different light. Read the complete narrative. Want to see what sits behind that growth story for Viavi Solutions? The narrative leans on faster revenue expansion, sharply improving margins, and a richer future earnings multiple. Curious which assumptions tie those threads together into a $64.43 fair value. Result: Fair Value of $64.43 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Viavi Solutions still faces real pressure if wireless infrastructure demand stays weak or if recent acquisitions do not deliver the hoped for integration benefits. Find out about the key risks to this Viavi Solutions narrative. The 40% undervalued narrative around Viavi Solutions leans heavily on future earnings and multiples. Yet on a simple P/S basis, the picture looks less generous. Viavi trades on a 7x P/S ratio, compared with 2.3x for the broader US Communications industry. Against closer peers on 8.1x P/S, Viavi screens slightly cheaper, and it also sits below its own fair ratio of 9x. That mix of richer pricing than the industry, but a discount to peers and the fair ratio, highlights a trade-off between valuation risk if expectations fade and potential upside if they hold. Which side of that trade-off do you think the market is pricing correctly today? See what the numbers say about this price — find out in our valuation breakdown. With sentiment on Viavi Solutions clearly mixed, this is a moment to review the full picture yourself and act quickly based on your own judgment by checking the 2 key rewards and 3 important warning signs Do not stop your research with Viavi Solutions alone. The most interesting opportunities often sit just off the radar, and a quick screen now can keep you ahead. Target potential value opportunities by scanning the 51 high quality undervalued stocks that combine quality fundamentals with prices that some investors might be overlooking. Strengthen the resilience of your portfolio by checking the solid balance sheet and fundamentals stocks screener (50 results) focused on companies with sturdier financial foundations. Get a head start on tomorrow's stories by reviewing the screener containing 17 high quality undiscovered gems before wider attention catches up. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include VIAV. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Interested in Viavi Solutions Inc.? Here are five stocks we like better. Viavi exceeded fourth-quarter guidance, reporting revenue of $443.1 million, up 52.5% year over year, non-GAAP operating margin of 24%, and EPS of $0.34. Fiscal 2026 revenue rose 40% to $1.518 billion, aided by $145 million from acquired Spirent product lines. Network Service Enablement drove growth, with revenue up 69.2% year over year to $353.9 million, supported by data-center, aerospace and defense demand. Management said data-center revenue now represents about 50% of NSE sales, with strong momentum in optical testing and emerging 1.6-terabit technology. Viavi forecast first-quarter fiscal 2027 revenue of $450 million to $460 million and EPS of $0.40 to $0.42. The company also used proceeds from a $575 million share offering to repay its remaining Term Loan B and said it could exceed a $500 million quarterly revenue run rate during calendar 2027. Viasat Drops 29%: Falling Knife or Moonshot Bargain? Viavi Solutions (NASDAQ:VIAV) reported fiscal fourth-quarter revenue and earnings above its guidance, supported by demand from data-center customers, aerospace and defense markets, and contributions from acquired Spirent product lines. Fiscal fourth-quarter revenue totaled $443.1 million, exceeding the company’s guidance range of $427 million to $437 million. Revenue increased 8.9% sequentially and 52.5% from a year earlier. Non-GAAP operating margin was 24%, also above guidance, while non-GAAP earnings per share reached $0.34, compared with the company’s outlook of $0.29 to $0.31. → SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control 3 Stocks Under $20 Worth the Price CFO Ilan Daskal said a $1.5 million tariff refund modestly benefited fourth-quarter operating margin. Lower interest expense and the tariff refund together contributed approximately $0.02 to quarterly EPS, he said. For fiscal 2026, Viavi reported revenue of $1.518 billion, up 40% year over year. The Spirent product lines acquired during the second fiscal quarter contributed $145 million of full-year revenue. Full-year non-GAAP operating margin rose 630 basis points to 20.6%, while EPS increased to $1.00 from $0.47 in fiscal 2025. → 3 Drone Stocks That Should Soar After the Summer Slump During the fourth quarter, Viavi completed a follow-on offering of about 12.78 million shares at $45 per share, generating $575 million in gross proceeds. Daskal said the company used the proceeds to repay the remaining balance of its Term Loan B, with excess proceeds included in quarter-end cash. Cash and short-term investments were $656.7 million at quarter-end, compared with $508 million at the end of the prior quarter. Operating cash flow was $66.7 million, up from $23.8 million in the year-earlier period. Viavi did not repurchase stock during the quarter as it prioritized debt management, though it repurchased about 2.7 million shares for approximately $30 million during fiscal 2026 in connection with an earlier convertible-note exchange. The company said it has nearly $170 million remaining under its authorized repurchase program. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Network Service Enablement, or NSE, revenue was $353.9 million in the fourth quarter, above the company’s $340 million to $348 million outlook. The segment’s revenue increased 69.2% year over year, including $47.7 million from Spirent product lines. NSE gross margin was 64.1%, and operating margin was 20%, compared with 4.6% a year earlier. President and CEO Oleg Khaykin attributed the segment’s growth primarily to demand from the data-center ecosystem and aerospace and defense customers. He said the data-center opportunity encompasses optical products used in research and development labs, production testing, fiber monitoring and data-center build-outs. “Our data center is now running at about 50% of the NSE revenue,” Khaykin said during the question-and-answer session. He estimated aerospace and defense at about 17% of NSE revenue, with the remaining business coming from service providers. Khaykin said the company’s data-center business more than doubled year over year excluding Spirent. He identified production-related applications as a particularly fast-growing part of the opportunity, including testing for fiber-optic modules, fiber-optic cables and co-packaged optics, or CPO. The company also launched what Khaykin described as the industry’s first validation solution for Ultra Ethernet transport, designed to support large-scale artificial intelligence and high-performance computing workloads. While 800 gigabits-per-second technology remains the largest driver by volume, Khaykin said 1.6-terabit-per-second technology is ramping quickly. He expects 1.6 Tbps to potentially reach parity with 800 Gbps in 2027, while noting that multiple technology generations, including 400 Gbps, are likely to remain in use. Optical Security and Performance, or OSP, generated fourth-quarter revenue of $89.2 million, at the high end of guidance and up 9.6% year over year. Growth was driven by 3D sensing, anti-counterfeiting and other products. OSP gross margin increased 50 basis points to 55.2%, and operating margin was 40%. For the first quarter of fiscal 2027, Viavi forecast consolidated revenue of $450 million to $460 million. NSE revenue is expected to be between $360 million and $368 million, while OSP revenue is projected at $90 million to $92 million. The company expects operating margin of 27.1%, plus or minus 40 basis points, and EPS of $0.40 to $0.42. The first fiscal quarter will include an additional week, which the company said will create elevated variable costs but have minimal revenue impact because customer shipments are concentrated near calendar quarter-end. Guidance also includes an approximately $11 million tariff refund received in July, primarily benefiting first-quarter cost of goods sold. Viavi said the net impact of the tariff refund and the additional week is expected to add about 100 basis points to operating margin and about $0.02 to EPS. Management said Spirent integration activities, including go-to-market and research-and-development rationalization, were completed by the end of the June quarter. Daskal said restructuring savings are being realized and that Spirent revenue is expected to rise about 10% sequentially in the September quarter, with December typically its strongest quarter. Khaykin said the company expects continued growth from data centers and aerospace and defense over the next several quarters. He also said demand for wireless products remains “anemic,” though stable, while service-provider demand improved seasonally through fiber-monitoring and cable-architecture migration projects. On profitability, Khaykin said NSE gross margins generally range from the low 60% range for certain field instruments to the high 70% range for some lab products. As NSE grows faster than OSP, he said the company expects its overall gross margin to trend higher. Management expects operating leverage from research and development and other operating expenses to support mid- to high-20% operating margins in the not-too-distant future. Khaykin also said Viavi could reach a quarterly revenue run rate above $500 million sooner than previously anticipated, potentially sometime during calendar 2027 rather than by the exit of fiscal 2028. Viavi Solutions Inc is a provider of network test, monitoring and assurance solutions for communications service providers, cable operators, enterprises and government agencies. The company offers an extensive portfolio of fiber optic and copper cable test and measurement instruments, wireless network testing equipment and network performance monitoring software. Its products are designed to support the deployment, maintenance and optimization of high-speed broadband, 5G wireless, data center and enterprise networks. Viavi's product offerings are organized into two primary segments: Network & Service Enablement and Optical Security & Performance. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Viavi Solutions Q4 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Viavi Solutions Inc. recently reported fourth-quarter 2026 results showing sales of US$443.1 million and net income of US$32.7 million, alongside full-year 2026 sales of US$1.52 billion and a net loss of US$30.4 million. The quarter capped a period in which Viavi consistently exceeded earnings and revenue estimates, even as full-year results showed that higher sales did not yet translate into sustained profitability. Against this backdrop of quarterly outperformance and guidance for first-quarter fiscal 2027 revenue of US$450 million to US$460 million, we’ll explore how these results reshape Viavi’s investment narrative. This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality. To own Viavi Solutions, you have to believe its expanding role in data center, networking and aerospace testing can eventually support consistent profitability, not just revenue beats. The latest quarter reinforces that near term catalyst: continued top line strength and earnings outperformance. At the same time, the full year loss keeps the biggest risk front and center, that higher sales in cyclical and acquisition dependent markets may not quickly translate into stable, positive net income. The most relevant recent announcement here is Viavi’s guidance for first quarter fiscal 2027 revenue of US$450 million to US$460 million. That outlook, coming immediately after a quarter of estimate beating results, matters for the short term narrative because it hints at whether data center and aerospace demand are holding up while the company works through integration, cyclicality in carrier spending, and the challenge of turning year long revenue growth into sustained profitability. Yet despite these encouraging numbers, investors should still pay close attention to how integration risks around recent acquisitions could affect... Read the full narrative on Viavi Solutions (it's free!) Viavi Solutions' narrative projects $2.4 billion revenue and $555.2 million earnings by 2029. This requires 20.1% yearly revenue growth and a $610.3 million earnings increase from -$55.1 million today. Uncover how Viavi Solutions' forecasts yield a $64.43 fair value, a 66% upside to its current price. Some of the lowest estimate analysts were assuming Viavi would need about US$2.4 billion in revenue and roughly US$229.7 million in earnings by 2029, which is a far tougher bar than the consensus view. If you are weighing those more pessimistic assumptions against the latest earnings beat and stronger near term revenue guidance, it is a reminder that opinions can differ widely and this new information could shift how you see both the upside potential and the downside risks. Explore 4 other fair value estimates on Viavi Solutions - why the stock might be worth 34% less than the current price! Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Viavi Solutions research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free Viavi Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Viavi Solutions' overall financial health at a glance. Our top stock finds are flying under the radar-for now. Get in early: Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 28 best rare earth metal stocks of the very few that mine this essential strategic resource. Outshine the giants: these 16 early-stage AI stocks could fund your retirement. We've uncovered the 8 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include VIAV. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Viavi Solutions (VIAV) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.33%. A quarter ago, it was expected that this communications equipment company would post earnings of $0.24 per share when it actually produced earnings of $0.27, delivering a surprise of +12.5%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Viavi Solutions, which belongs to the Zacks Communication - Components industry, posted revenues of $443.1 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.34%. This compares to year-ago revenues of $290.5 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Viavi Solutions shares have added about 126.3% since the beginning of the year versus the S&P 500's gain of 13%. While Viavi Solutions has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Viavi Solutions was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.27 on $437.13 million in revenues for the coming quarter and $1.22 on $1.81 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Communication - Components is currently in the top 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, NETGEAR, Inc. (NTGR), has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This company is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents a year-over-year change of -66.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. NETGEAR, Inc.'s revenues are expected to be $157.85 million, down 7.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Viavi Solutions Inc. (VIAV) : Free Stock Analysis Report NETGEAR, Inc. (NTGR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research