Viavi Solutions 2025 Q4 Earnings Strong Performance as Net Income Surges 136.9%

Viavi Solutions (VIAV) reported its fiscal 2025 Q4 earnings on August 7, 2025. The company delivered a strong performance, with revenue and earnings both showing significant improvement. The results exceeded expectations as Viavi returned to profitability and posted a substantial year-over-year net income gain.

Viavi Solutions reported total revenue of $290.50 million in fiscal 2025 Q4, a 15.3% increase from $252 million in the same period last year. The growth was driven primarily by its Network and Service Enablement segment, which contributed $209.10 million, representing the largest portion of the company’s revenue. The Optical Security and Performance Products segment added $81.40 million, while the remaining $0 came from other items. Consolidated GAAP revenue for the quarter reached $290.50 million, reflecting robust performance across its key business lines.

The earnings performance was equally impressive. Viavi Solutions returned to profitability, reporting EPS of $0.04 in fiscal 2025 Q4, a 140.0% positive swing from a loss of $0.10 per share in fiscal 2024 Q4. On a net income basis, the company achieved $8 million for the quarter, a 136.9% increase from a net loss of $21.70 million in the prior year period. This marked a strong turnaround and reflected effective cost management and operational improvements.

In terms of price action, the stock of Viavi Solutions edged up 0.30% during the latest trading day and 1.09% during the most recent full trading week. However, it has edged down 1.26% month-to-date.

The post-earnings price action review for Viavi Solutions highlighted a strategy of buying shares after its revenue increased quarter-over-quarter on the financial report release date and holding for 30 days. This strategy resulted in a significant underperformance over the past three years, with a CAGR of -12.87% and a total return of -33.46%. In comparison, the benchmark return was 51.69%, leading to an excess return of -85.15%. The strategy also had a maximum drawdown of 0.00% and a Sharpe ratio of -0.33, indicating a high-risk profile with negative returns relative to the benchmark.

Oleg Khaykin, President and CEO, highlighted VIAVI’s strong finish to Fiscal 2025, noting that Q4 performance was at the high end of guidance. He attributed the success to stabilization in base businesses and an accelerated recovery in high-growth areas such as the data center ecosystem and aerospace & defense segments. Khaykin expressed confidence in the continued positive momentum in end markets through calendar year 2025.

For Q1 FY2026, which ends on September 27, 2025, Viavi Solutions expects net revenue to range between $290 million and $298 million, with non-GAAP EPS projected to be between $0.13 and $0.14. The company has not provided a GAAP EPS reconciliation due to inherent forecasting complexities and a lack of precision in certain estimates.

On August 7, 2025, Punch Newspapers published a report highlighting recent Nigerian news and events. The article covered several key developments, including evacuation orders in Los Angeles due to wildfire concerns, a train derailment in Iran resulting in 30 injuries, and political discussions surrounding governance in Kaduna. Notably, the article also featured a sports highlight where Nigerian athlete Victoria Mboko defeated Naomi Osaka to win the Canadian Open title.

Additionally, the article reported on educational and political issues, such as the ongoing talks between the Universal Basic Education Commission (UBEC) and a university to improve basic education in Nigeria. In the political arena, leaders from Rivers State urged President Tinubu to halt a local government poll and reinstate former governor Fubara. In business news, Stanbic IBTC announced that 148 customers won a combined N23 million through its savings promotion.

Other notable news included a crackdown on illegal quarrying in Abuja by the Nigeria Security and Civil Defence Corps (NSCDC), with 13 suspects facing prosecution. The Nigerian newspaper also highlighted concerns about the spread of Lassa fever, with the country recording 811 cases and 152 deaths. In the entertainment sector, Nigerian musician Wizkid’s collaboration on a global track sparked widespread attention and fan reactions.