VIAV at a glance
VIAVI SOLUTIONS INC. (VIAV, SEC CIK 912093) filed its latest 10-K annual report on August 13, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 27, 2026 (FY2026), VIAVI SOLUTIONS INC. (VIAV) reported revenue of $1.5 billion (up 40.0% from FY2025) and a net loss of $30.4 million. Diluted EPS was -$0.13.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding VIAVI SOLUTIONS INC. (VIAV) shares worth $5.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SCRIVANICH LUKE M on September 23, 2026 of 35,866 shares at $36.24 per share.
- In the last 90 days, VIAV insiders reported 0 open-market purchases ($0) and 9 open-market sales ($8.4M) on Form 4, a net sale of $8.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.5B
- +40.0% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$8.4M
- 13F holders
- 36 funds
- $5.6B · +2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 27, 2026
Management Discussion & Analysis
- Revenue $1.52B, up $434M or 40.0% YoY; NSE segment led with $1.18B (+52.3%), OSP $335M (+9.0%)
- GAAP operating margin 6.9% vs 5.3% (+160 bps); non-GAAP margin 20.6% vs 14.3% (+630 bps)
- Best segment: NSE operating income $190M (+346%), margin 16.1% vs 5.5%; Worst: OSP margin flat 36.6%, revenue +9%
- Operating cash flow $113.9M; capex $31.1M (2% of revenue); $399.3M spent on Spirent acquisition; raised $557.1M net from equity offering; repurchased $30M stock
- Outlook: Continued growth focus, risks from tariffs, 5G adoption uncertainty, competitive pressures, foreign exchange and trade policies
Business Overview
- Core business model: Global leader in test and measurement, optical technologies for network performance, secure critical infrastructure, and anti-counterfeiting
- New emphasis on integration of Spirent Communications plc. Ethernet portfolio for high-speed layers 0-7 OSI protocol testing
- Strategic shift toward AI-driven AIOps, automation, quantum-resilient security, and expansion into 5G+/6G, Open RAN, and mission-critical aerospace/defense applications
- Workforce reduction of ~5%, targeting $30M annualized savings by end of 2026; employee count ~4,100 across 34 countries
- Patent portfolio expanded: 1,220 U.S. patents, 2,225 foreign patents, and 1,062 pending applications highlighting strong IP focus
Risk Factors
- Regulatory/legal risk: BIS Affiliates Rule reinstatement Nov 2026 to extend U.S. export restrictions, impacting business with Huawei and supply chains
- Geopolitical risk: Exposure to Taiwan suppliers in semiconductor manufacturing amid U.S.-China-Taiwan tensions risks supply disruption, margin pressure
- Operational risk: Dependency on limited specialized vendors and contract manufacturers increases supply delays, defective parts, higher costs, impacting production and margins
- Market disruption risk: Virtualized networks and software trends threaten NSE segment's legacy hardware demand, increasing competition from lower-barrier software players
- Financial risk: $300M senior secured credit facility extended to 2030 with borrowing base limitations may constrain liquidity and financial flexibility
AI summary of the VIAV 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 28, 2026
Management Discussion & Analysis
- Revenue $406.8M, up $122.0M or 42.8% YoY
- GAAP operating margin 6.1% vs 3.0%; non-GAAP margin 21.0% vs 16.7%
- Best segment NSE revenue $321.5M, up 54.4%; OSP revenue $85.3M, up 11.4%
- Gross margin 57.5% vs 56.4%; GAAP net income $6.4M vs $19.5M
- Fourth-quarter revenue expected up sequentially; tariff costs, procurement uncertainty, pricing pressure and 5G adoption risks ahead
Risk Factors
- Fiscal 2026 restructuring risk added or expanded, with delayed workforce reductions potentially disrupting operations and forfeiting anticipated cost savings
- Geopolitical and tariff exposure heightened by evolving U.S. tariffs, retaliatory measures, sanctions, and U.S.-China tensions
- Cybersecurity risk intensified through increasingly sophisticated ransomware, malware, phishing, and nation-state attacks
- Near-term demand risk from telecom carriers’ uncertain infrastructure maintenance and upgrade spending, particularly affecting NSE
- Customer concentration risk, with communication-industry consolidation increasing pricing pressure and dependence on fewer buyers
AI summary of the VIAV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- VIAVI revised non-GAAP reporting beginning fiscal 2026 Q4 to exclude employer payroll taxes tied to stock-based compensation
- Prior-period non-GAAP measures and segment results recast, improving comparability under the new methodology
Item EX-99.1: Item EX-99.1
- Q4 revenue $443.1M, up 52.5% YoY, with non-GAAP EPS $0.34, up 161.5%
- Network and Service Enablement drove growth, with Q4 revenue up 69.2% YoY to $353.9M
Item 8.01: Other Events
- $557.2M net proceeds from 12,777,777 shares, including fully exercised 1,666,666-share option
- Proceeds intended to repay $450M 7-year term loan, reducing leverage and future interest obligations
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Joanne Solomon appointed Audit Committee Chair effective May 12, 2026
- Solomon qualifies as an audit committee financial expert, supporting financial oversight continuity
AI summaries of VIAV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VIAV
Don't miss the next VIAV filing
- Alerts as it files. A push when VIAV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut VIAV, by share count.
- Ask anything. An AI agent that reads every VIAV filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SCRIVANICH LUKE M | Sell | Sep 23, 2026 | 35,866 | $36.24 |
| Staley Gary W | M | Sep 22, 2026 | 33,069 | - |
| KHAYKIN OLEG | M | Sep 22, 2026 | 165,909 | - |
| Staley Gary W | M | Sep 22, 2026 | 22,728 | - |
| Staley Gary W | M | Sep 22, 2026 | 22,728 | - |
| Staley Gary W | F | Sep 22, 2026 | 8,944 | $36.40 |
| Staley Gary W | M | Sep 22, 2026 | 24,654 | - |
| Staley Gary W | F | Sep 22, 2026 | 13,013 | $36.40 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.5B |
| Gross Profit | - | $621.1M | $875.4M |
| Operating Income | - | $57.5M | $105.1M |
| Net Income | - | $34.8M | -$30.4M |
| Gross Margin | - | 57.3% | 57.7% |
| Op. Margin | - | 5.3% | 6.9% |
| Net Margin | - | 3.2% | -2.0% |
| Balance Sheet | |||
| Total Assets | $1.7B | $2.0B | $2.7B |
| Equity | - | $780.2M | $1.4B |
| ROE | - | 4.5% | -2.1% |
| Per Share | |||
| EPS | - | $0.15 | $-0.13 |
| Cash Flow | |||
| Operating CF | - | $89.8M | $113.9M |
| CapEx | $19.5M | $27.8M | $31.1M |
Source: XBRL data in VIAVI SOLUTIONS INC. (VIAV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VIAV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $5.57B |
| Q1 2026 | 34 | $4.20B |
| Q4 2025 | 31 | $1.95B |
| Q3 2025 | 30 | $1.33B |
| Q2 2025 | 30 | $1.01B |
| Q1 2025 | 26 | $785.2M |
| Q4 2024 | 23 | $648.9M |
| Q3 2024 | 21 | $330.5M |
- Two Sigma Investments+3.84M (+219%)
- D.E. Shaw & Co+3.15M (+557%)
- Millennium Management+3.05M (+137%)
- JPMorgan Chase & Co+2.33M (+182%)
- Citadel Advisors LLC+1.17M (+1016%)
- BlackRock−9.51M (-27%)
- Vanguard Portfolio Management LLC−4.12M (-23%)
- Invesco Ltd−2.27M (-29%)
- FMR LLC (Fidelity)−2.24M (-58%)
- Ameriprise Financial−1.54M (-46%)
- M&T Bank+6.5K
- Truist Financial+4.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 231 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VIAV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-K | Aug 13, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis |
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VIAV SEC filings: frequently asked questions
Are VIAV insiders buying or selling?
In the last 90 days, VIAVI SOLUTIONS INC. (VIAV) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $8.4 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VIAV stock?
As of June 30, 2026, the largest VIAVI SOLUTIONS INC. (VIAV) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Portfolio Management LLC ($650.1 million), T. Rowe Price Group ($531.5 million), Vanguard Capital Management LLC ($520.6 million), State Street Corp ($370.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VIAV's revenue in fiscal year 2026?
For the fiscal year ended June 27, 2026 (FY2026), VIAVI SOLUTIONS INC. (VIAV) reported revenue of $1.5 billion (up 40.0% from FY2025) and a net loss of $30.4 million. Diluted EPS was -$0.13. The figures come from the XBRL data in the 10-K.
What are the main risks in VIAV's latest 10-K?
In the 10-K filed August 13, 2026, VIAVI SOLUTIONS INC. (VIAV) flagged: Regulatory/legal risk: BIS Affiliates Rule reinstatement Nov 2026 to extend U.S. export restrictions, impacting business with Huawei and supply chains. Geopolitical risk: Exposure to Taiwan suppliers in semiconductor manufacturing amid U.S.-China-Taiwan tensions risks supply disruption, margin pressure. (AI summary of the Risk Factors section.)
What did VIAV report in its latest 8-K?
VIAVI SOLUTIONS INC. (VIAV) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). VIAVI revised non-GAAP reporting beginning fiscal 2026 Q4 to exclude employer payroll taxes tied to stock-based compensation.
What are the latest VIAV SEC filings?
VIAVI SOLUTIONS INC. (VIAV) filed its latest 10-K annual report on August 13, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 23, 2026.
What is VIAV's SEC CIK number?
VIAVI SOLUTIONS INC. (VIAV)'s SEC Central Index Key (CIK) is 912093. EDGAR lists every VIAV filing under that number.
Ask anything about VIAV
The research agent reads VIAV's filings, financials, insider trades and 13F holders, then answers with sources.