Short answer
VIAVI SOLUTIONS INC. (VIAV) filed its Q3 2025 10-Q quarterly report on Oct 30, 2025 for the quarter ended Sep 27, 2025. Quarterly revenue was $299M (up 25.6% year over year) with net income of −$21M.
Q3 2025 key financials · XBRL
- Revenue
- $299M
- +25.6% YoY
- Net income
- −$21M
- −1088.9% YoY
- Operating margin
- 2.5%
- Gross margin
- 56.5%
- EPS (diluted)
- −$0.10
- −900.0% YoY
Source: XBRL data from the VIAVI SOLUTIONS INC. (VIAV) Q3 2025 10-Q on SEC EDGAR. USD.
VIAVI SOLUTIONS INC. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $299.1M, up $60.9M or 25.6% YoY
- GAAP operating margin 2.5% vs 4.8%; non-GAAP margin 15.7% vs 10.0%
- NSE revenue $216.0M, up 35.5%; OSP revenue $83.1M, up 5.5%
- Inertial Labs contributed $18.7M revenue; restructuring expected to deliver approximately $25.0M annualized savings
- Q2 outlook: NSE expected up; tariff costs, procurement timing, competition and 5G adoption uncertainty as headwinds
Risk Factors
- Newly triggered federal shutdown risk: October 2025 U.S. government shutdown could delay aerospace and defense demand if prolonged
- Most materially updated acquisition risk: Spirent business acquisition completed October 16, 2025, creating integration costs, employee turnover, litigation, and regulatory exposure
- Regulatory risk: U.S.-China tensions and proposed sanctions on Chinese defense and surveillance entities could restrict technology transfers and regional revenues
- Near-term market risk: Virtualized networks and software solutions may reduce demand for legacy NSE hardware and intensify competition
- Financial risk: Concentrated customer base increases exposure to order reductions, pricing pressure, and unfavorable contract terms
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other VIAVI SOLUTIONS INC. quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.