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High materiality9/10

VIAVI posts strong FY2026 results; margin expansion and upbeat 1Q27 guidance

Aug 5, 2026, 4:20 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong top-line growth and sizable margin expansion improve profitability visibility; positive guidance for FY2027 Q1 suggests continued momentum. Historically, such beats and guidance tend to lift multiples and stock price in the near term, especially when backed by a robust balance sheet and potential accretion from Spirent-related assets.

AI summary

What happened, with direct paths to the underlying reporting

VIAVI reported a robust fiscal 2026, finishing with Q4 revenue of $443.1M and 52% YoY growth, propelled by diversification into datacenter ecosystems and aerospace/defense. Non-GAAP margins jumped to 24.0% in Q4, while GAAP margin rose to 13.8%, and the company guided for fiscal 1Q27 revenue of $450–$460M and non-GAAP EPS of $0.40–$0.42. With ample cash and a planned expansion via Spirent-related assets, VIAVI signals sustained upside over the coming quarters.

Q4 net revenue $443.1M, up 52.5% YoY.
FY2026 net revenue $1.5B, up 40% YoY.
GAAP margin 13.8%; Non-GAAP margin 24.0% in Q4.
Q1 FY2027 guide: revenue $450–$460M; non-GAAP EPS $0.40–$0.42.
Diversification into datacenter and aerospace/defense fuels growth; Spirent deal referenced.

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