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Viavi Solutions (VIAV) investor relations material
Viavi Solutions Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary29 Oct, 2025
Executive summary
Fiscal Q1 2026 revenue reached $299.1M, up 25.6% year-over-year, driven by strong demand in data center, aerospace, and defense, and the Inertial Labs acquisition.
Non-GAAP operating margin was 15.7%, up 570 bps year-over-year; non-GAAP EPS was $0.15, up 150% year-over-year.
Non-GAAP net income was $33.1M, up 166.9% year-over-year; GAAP net loss was $21.4M, mainly due to higher SG&A and a $3.8M loss on note extinguishment.
Operating cash flow was $31.0M, up from $13.5M a year ago; capex was $8.5M.
Closed the Spirent acquisition, expected to add ~$200M annual revenue run rate, funded by a $600M term loan.
Financial highlights
Product revenue was $257.4M (+30.3% YoY); service revenue was $41.7M (+2.5% YoY).
Non-GAAP gross margin was 60.0% (+90 bps YoY); GAAP gross margin was 56.5% (-60 bps YoY).
Non-GAAP operating margin was 15.7% (+570 bps YoY); GAAP operating margin was 2.5% (-230 bps YoY).
Cash and short-term investments ended at $549.1M; total debt (including convertible and senior notes) was $791.6M.
Operating cash flow was $31.0M; free cash flow was $22.5M.
Outlook and guidance
Q2 2026 revenue expected between $360M and $370M; non-GAAP EPS guidance is $0.18-$0.20.
NSC/NSE segment revenue guidance at $283M-$293M (including $45M-$55M from Spirent); OSP at ~$77M.
Non-GAAP operating margin expected at 17.9% (±60 bps); tax expense at ~$10M; share count at ~228.7M.
Management anticipates continued strong momentum in data center and aerospace/defense markets.
What specific factors underpin Q2 revenue growth?
Spirent acquisition: expected synergies and timeline?
How does management view GAAP net loss?
Spirent's long-term operating margin potential
Data center ecosystem: R&D investment strategy
Wireless business recovery timeline expectations
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Next Viavi Solutions earnings date
Q2 202629 Jan, 2026
Next Viavi Solutions earnings date
Q2 202629 Jan, 2026
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Frequently asked questions
Viavi Solutions Inc. develops testing and monitoring equipment for telecommunications, cable, and data center networks. The company also provides optical security and performance products used in anti-counterfeiting, instrumentation, and aerospace applications. It is headquartered in Chandler, Arizona, and its shares are listed on the NASDAQ.
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