Viavi Solutions Inc.
VIAV
Jodie read · what matters now
Revenue increased 42.8% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to VIAV, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-30 against the comparable filing from 2025-05-02.
What improved
- Revenue increased 42.8% versus the comparable filing period.
- Operating margin improved 3.1 percentage points.
What weakened
- Net income decreased 67.2% versus the comparable filing period.
- Net margin fell 5.3 percentage points.
Filing receipts
“The increase was primarily driven by the higher volume and favorable product mix in NSE partially offset by unfavorable product mix in OSP and an increase in amortization of intangibles.”
“NSE operating margin increased by 6.8 percentage points during the three months ended March 28, 2026 to 17.2% from 10.4% in the same period a year ago primarily due to higher volume resulting in operating leverage.”
“NSE operating margin increased by 8.5 percentage points during the nine months ended March 28, 2026 to 14.1% from 5.6% in the same period a year ago primarily due to higher volume resulting in operating leverage.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind VIAV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 11 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
VIAV is currently a Follower in the organic co-movement group Optical Networking Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for VIAV; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.