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Asymmetrical Bets · Aug 6, 2026

VIAV Q4 Breakdown: Five Straight Beats And A Monster Guide.

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Management has now beaten their own guidance five quarters in a row. The Q1 FY2027 guide blew past consensus by 50%. We break down the call.

VIAV reported after the close today and beat the top end of guidance on every single line.

  • Revenue $443.1 million, up 52.5% YoY

  • EPS $0.34, up 161% YoY

  • Operating margin 24.0%, up 960 bps YoY

  • NSE revenue $353.9 million, up 69.2% YoY

Every number cleared the high end of the guided range. Full year EPS landed at exactly $1.00, up from $0.47 last year, confirming…

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