Viavi Solutions (VIAV) stock surged 15.55% in pre-market trading on Friday, following the release of its impressive fourth-quarter fiscal year 2025 results. The company, a leading provider of network test equipment and optical security products, reported financial performance that exceeded analyst expectations, driving investor enthusiasm.
For the quarter ended June 28, 2025, Viavi posted a GAAP revenue of $290.5 million, marking a 15.3% increase from the prior year and surpassing the analyst consensus of $285.19 million. The company's non-GAAP earnings per share rose to $0.13, beating the estimated $0.12 and representing a significant 62.5% year-over-year growth. Both of Viavi's main business segments, Network and Service Enablement (NSE) and Optical Security and Performance Products (OSP), contributed to this strong performance with revenue increases of 14.8% and 16.6%, respectively.
Adding to the positive sentiment, Viavi provided an optimistic outlook for the first quarter of fiscal year 2026. The company expects revenue between $290 million and $298 million, with non-GAAP earnings per share projected at $0.13 to $0.14. This guidance suggests continued strength in Viavi's business, particularly in its end markets through calendar year 2025. The company's success in managing recent challenges, including a one-time tariff impact, and its strategic focus on growth areas such as 5G wireless, high-speed data centers, and aerospace markets, appear to be resonating well with investors, driving the substantial pre-market stock price increase.