NASDAQ$VIAV

Viavi Solutions · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

VIAVI's first quarter of fiscal year 2024 results were announced, with revenue slightly below guidance due to challenging market conditions, particularly with North American service providers.

VIAVI reported a net revenue of $247.9 million for Q1 2024, a decrease of 20.1% year-over-year. GAAP EPS was $0.04, down 71.4% year-over-year, while non-GAAP EPS was $0.09, down 60.9% year-over-year. The results were impacted by a challenging spending environment, particularly among North American service providers.

  • Net revenue was $247.9 million, a decrease of 20.1% year-over-year.
  • GAAP operating margin was 6.5%, down 960 bps year-over-year.
  • Non-GAAP operating margin was 12.4%, down 930 bps year-over-year.
  • GAAP diluted EPS was $0.04, down 71.4% year-over-year.

Headline financials

Total Revenue

$248M

Previous: $310M-20.1%
EPS (adj)

$0.09

Previous: $0.23-60.9%
Non-GAAP Operating Margin

12.4%

Previous: 21.7%-42.9%
Capital Expenditures

-$6.7M

Previous: -$14.8M+54.7%
Free Cash Flow

$3.1M

Previous: $17.8M-82.6%
Net Income

$9.8M

Previous: $32.6M-69.9%
Operating Income

$16M

Previous: $49.8M-67.9%
Gross Profit

$144M

Previous: $185M-21.9%
Cash & Equivalents

$521M

Previous: $513M+1.6%
Total Assets

$1.8B

Previous: $1.77B+2.1%
Stock-Based Comp

$11.2M

Previous: $13M-13.8%

Revenue & EPS history

Viavi · Revenue · Quarterly

$248M

Q1 2024-20.1%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Viavi · $77.5M total across 1 segment · Q1 2024

  • Optical Security and Performance Products
    $77.5M-15.1%

Forward guidance

For the second quarter of fiscal 2024, VIAVI expects net revenue to be between $240 million and $260 million, and non-GAAP EPS to be between $0.06 and $0.10.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.6%

Avg return

30 days after

55%

37 / 67 earnings

Positive

+20.5%

Q2 2025

Best reaction

-24.7%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+6.2%+1.1%-7.3%
Q2 2026+17.4%-0.8%+20.3%
Q1 2026+2.6%+2.0%+4.9%
Q3 2025-12.2%-15.4%-14.5%
Q2 2025+20.5%+26.8%+11.9%
Q1 2025+4.3%+3.4%+5.2%
Q4 2024-1.9%+2.8%+6.3%
Q3 2024-4.5%-6.1%-5.1%
Q2 2024-3.5%-8.1%-1.0%
Q1 2024+8.8%+7.3%+9.7%
Q4 2023-3.2%-5.5%-8.8%
Q3 2023+0.2%+1.9%+9.1%
Q2 2023+2.0%-0.3%-6.3%
Q1 2023-24.7%-26.9%-23.6%
Q4 2022+1.4%+2.0%-6.5%
Q3 2022+2.7%-0.9%+3.4%
Q2 2022+4.2%+5.7%-2.2%
Q1 2022-4.3%-5.9%-5.8%
Q4 2021-0.7%-0.2%-0.3%
Q3 2021-3.4%+0.1%+5.6%
Q2 2021+1.3%+3.8%-3.3%
Q1 2021+3.3%+3.4%+8.8%
Q4 2020-0.5%-3.3%-19.8%
Q3 2020-3.5%-2.1%+8.2%
Q2 2020+5.5%-0.2%-9.0%
Q1 2020+8.6%+7.4%+2.2%
Q4 2019-2.6%-1.6%+4.8%
Q3 2019+3.0%+1.9%-9.7%
Q2 2019+7.5%+6.0%+12.7%
Q1 2019-5.9%-6.8%-12.1%
Q4 2018-4.6%+0.6%+3.1%
Q3 2018+2.5%+4.9%+1.6%
Q2 2018+16.6%+16.4%+14.1%
Q1 2018-6.3%-4.3%-1.1%
Q4 2017-1.5%-6.1%-7.6%
Q3 2017+2.8%+12.1%+14.4%
Q2 2017+5.1%+4.4%+10.6%
Q1 2017+0.7%+2.5%+7.3%
Q4 2016+0.3%+4.4%+3.4%
Q3 2016-3.5%
Q2 2016+16.8%
Q1 2016+6.2%
Q4 2015-10.5%
Q3 2015-5.1%
Q2 2015+0.7%
Q1 2015-0.5%
Q4 2014+0.2%
Q3 2014+0.4%
Q2 2014+4.7%
Q1 2014-5.4%
Q4 2013+0.4%
Q3 2013-3.7%
Q2 2013+0.5%
Q1 2013+0.0%
Q4 2012+1.9%
Q3 2012-2.3%
Q2 2012+8.2%
Q1 2012-7.1%
Q4 2009+5.6%
Q4 2011+5.6%
Q3 2010-0.7%
Q3 2011-0.7%
Q2 2011+7.9%
Q2 2010+7.9%
Q1 2010-0.3%
Q1 2011-0.3%
Q4 2010-0.3%

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