Keysight Technologies(KEYS)
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Will Healthy Y/Y Revenue Growth Boost Keysight's Q2 Earnings?
ZACKS· 2025-05-12 18:05
Core Viewpoint - Keysight Technologies, Inc. is expected to report higher year-over-year revenues for the second quarter of fiscal 2025, driven by strong performance across its segments and strategic collaborations with industry players [1][6]. Factors at Play - Keysight's collaboration with Coherent Corp. aims to enhance 3D sensing applications through advanced laser technology, which is expected to support AI/ML services while reducing power consumption and capital expenditure for data centers [2]. - The company introduced innovative products, including the Next-Generation Embedded Security Testbench, designed to address security challenges in modern chips, thereby improving testing efficiency and reliability [3]. - Keysight launched the Photonic Designer software to streamline workflows in photonic design, enhancing accuracy and compliance validation [4]. - The company expanded its RF and microwave instrument portfolio with new signal generators and analyzers, which are anticipated to drive demand and revenue growth [5]. Overall Expectations - Revenue estimates for the Communications Solutions Group are projected at $870.2 million, reflecting a 3.6% year-over-year increase, while the Electronic Industrial Solutions Group is expected to generate $409.2 million, an 8.8% increase [6]. - The overall revenue consensus for the second quarter is $1.28 billion, up from $1.22 billion year-over-year, with adjusted earnings per share expected to rise to $1.65 from $1.41 [6].
直播预告 | 是德科技ML Optimizer全局优化器:基于机器学习,重塑半导体器件建模新范式
半导体行业观察· 2025-05-04 01:27
Core Viewpoint - The article highlights the challenges in semiconductor parameter extraction due to the complexity of device models and the inefficiencies of traditional optimization algorithms. It introduces Keysight's ML Optimizer, a machine learning-based global optimizer that significantly improves the parameter extraction process, reducing the time from days to hours and enhancing accuracy and consistency in model fitting [1]. Group 1: Challenges in Semiconductor Parameter Extraction - The complexity of semiconductor device models has made parameter extraction increasingly challenging [1]. - Traditional optimization algorithms struggle with unclear gradient changes, often getting trapped in local optima, leading to unsatisfactory extraction results [1]. - The presence of numerous interrelated parameters in modern semiconductor models further complicates the efficiency of traditional methods, requiring engineers to break down the extraction process into lengthy sub-steps [1]. Group 2: Introduction of ML Optimizer - Keysight has launched the ML Optimizer, which utilizes machine learning to provide a revolutionary solution for semiconductor parameter extraction [1]. - The ML Optimizer can process vast amounts of data and parameters in a single step, greatly simplifying the extraction workflow [1]. - The time required for parameter extraction is reduced from several days to just a few hours, significantly enhancing work efficiency [1]. Group 3: Advantages of ML Optimizer - The ML Optimizer excels in navigating non-convex parameter spaces, overcoming the limitations of traditional methods [1]. - It employs advanced machine learning algorithms to more accurately identify global optima, improving the precision of parameter extraction [1]. - The overall consistency of model fitting is enhanced, providing a solid foundation for the accurate construction of semiconductor device models [1].
Why Keysight (KEYS) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-05-02 14:55
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KEYS Launches Security Testing Solution for Chips and Embedded Devices
ZACKS· 2025-04-10 15:40
Core Insights - Keysight Technologies Inc. has launched the Next-Generation Embedded Security Testbench to tackle security challenges in modern chips and embedded devices [1][3] - The testbench features a modular framework built on high-speed PXIe architecture, enhancing the speed and precision of security testing [1][4] - The global embedded security market is expected to grow at a 7.6% CAGR from 2024 to 2030, positioning Keysight's solution favorably within this trend [5] Product Features - The testbench includes key components such as the M9046A PXIe Chassis, M9038A PXIe High-Performance Embedded Controller, and Inspector Software, with the ability to extend capabilities through additional instruments [2] - It integrates various testing instruments into a single PXIe chassis, improving communication and reducing the complexity of traditional testing setups [4] Market Context - The increasing adoption of IoT devices and the rise in sophisticated cyber attacks have created significant security challenges for manufacturers [3] - Keysight's solution addresses the need for fast, accurate, and scalable testing solutions in response to stringent security requirements from chip and embedded device manufacturers [5] Stock Performance - Keysight's shares have decreased by 11.1% over the past year, slightly better than the industry's decline of 13.2% [6]
Keysight Validates Coherent's VCSEL Technology: Will it Aid the Stock?
ZACKS· 2025-04-01 17:51
Company Overview - Keysight Technologies, Inc. (KEYS) has partnered with Coherent Corp. to enhance the performance of new vertical-cavity surface-emitting laser (VCSEL) technology, which supports higher data rates and reduces power consumption and capital expenditure for short-reach data interconnects [1][4] - The company is experiencing solid growth in orders for its testing equipment, particularly in the context of 5G network emulation solutions that offer cost-efficient testing techniques [5] Industry Context - The demand for AI/ML services has led to a significant increase in data transfer requirements within data centers, making optical interconnect costs a major component of capital expenditures [2] - The introduction of multimode VCSEL technology addresses the challenges of traditional single-mode transmission by providing enhanced data transfer and network efficiency [2][4] Technological Advancements - Keysight's next-generation wideband multimode sampling oscilloscope and M8199B 256 GSa/s Arbitrary Waveform Generator (AWG) enable the new VCSEL technology to achieve a data transfer rate of 200 GBPS, effectively doubling the current highest-speed multimode interconnects [3] - The new technology is more affordable to manufacture than single-mode technologies and significantly reduces power consumption per bit, which is beneficial for large-scale data centers [4] Market Position - Keysight has a strong presence in over 100 countries and is expected to benefit from an increasing customer base, which may lead to higher revenues in the upcoming quarters [6] - Despite a 2.5% decline in stock price over the past year, the company is positioned for improved financial performance [7]
KEYS Unveils Network Interconnect Testing Solution: Stock to Gain?
ZACKS· 2025-03-27 16:40
Keysight Technologies, Inc. (KEYS) recently announced the launch of Interconnect Test System (“ITS”), Interconnect and Network Performance Tester 1600GE (INPT-1600GE) hardware traffic emulator and a cutting-edge software solution. The integrated solution is designed to validate network interconnects from 200 GE to 1600 GE.The growing usage of high bandwidth-intensive applications across industries has led to greater complexity in the validation process of high-speed ethernet, AI infrastructure and data cent ...
Why Is Keysight (KEYS) Down 2.5% Since Last Earnings Report?
ZACKS· 2025-03-27 16:31
Core Viewpoint - Keysight's shares have decreased by approximately 2.5% since the last earnings report, although this performance has outpaced the S&P 500 [1] Group 1: Earnings Report and Market Reaction - The recent earnings report is crucial for understanding the catalysts affecting Keysight's stock performance [1] - There has been an upward trend in fresh estimates for Keysight over the past month [2] Group 2: VGM Scores and Investment Strategy - Keysight has a strong Growth Score of A but is lagging in Momentum Score with a D, and also has a D grade in value, placing it in the bottom 40% for this investment strategy [3] - The overall aggregate VGM Score for Keysight is C, which is relevant for investors not focused on a single strategy [3] Group 3: Outlook and Future Expectations - The upward trend in estimates for Keysight appears promising, although the stock currently holds a Zacks Rank of 4 (Sell), indicating expectations of below-average returns in the coming months [4]
KEYS Introduces Advanced Photonic Designer Solution: Stock to Gain?
ZACKS· 2025-03-20 15:15
Core Insights - Keysight Technologies has launched an innovative photonic design automation software called Photonic Designer, which is part of its Advanced Design System (ADS) suite, aimed at enhancing design accuracy and simplifying compliance-driven validation [1][6]. Group 1: Product Features - The Photonic Designer solution streamlines workflows by providing a comprehensive, physics-driven simulation environment that eliminates inefficiencies associated with switching between multiple software platforms [2]. - A standout feature of the solution is its ability to incorporate real-world measurement data into the simulation process, optimizing models and allowing engineers to verify designs against industry modulation standards before fabrication [3]. - The software optimizes photonic model variables for compatibility with foundry process design kits, preventing costly design iterations and ensuring compliance with rigorous design rules [4]. Group 2: Market Impact - Keysight's solutions are expected to enhance connectivity across various sectors, benefiting from the increasing electronic content in vehicles, momentum in space and satellite applications, and the rising adoption of driver-assistance systems globally [5]. - The launch of the Photonic Designer is anticipated to generate incremental demand for Keysight's testing solutions, leading to higher revenues and improved financial performance, which may positively impact stock prices [7]. Group 3: Stock Performance - Keysight's stock has gained 3.1% over the past year, outperforming the industry, which has seen a decline of 2.8% [8].
Keysight Expands Double-Pulse Test Portfolio for Wide-Bandgap Chips
ZACKS· 2025-03-18 17:31
Keysight Technologies, Inc. (KEYS) has strengthened its double-pulse test portfolio, offering engineers a precise and efficient way to measure the dynamic characteristics of Wide-Bandgap ("WBG") power semiconductor bare chips. This latest enhancement eliminates the need for soldering, reducing parasitics and simplifying the testing process. Designed for seamless integration, the advanced measurement fixture is compatible with both versions of Keysight’s double-pulse testers.Attendees of the upcoming APEC ev ...
Will the Launch of Isolated Probing Technology Aid Keysight?
ZACKS· 2025-03-11 17:25
Group 1: Product Launch and Features - Keysight Technologies has launched a new family of optically isolated differential probes aimed at enhancing the testing of fast-switching devices like GaN and SiC semiconductors [1] - The new probes offer up to 10 billion times greater common-mode rejection than standard differential probes, allowing for safe and accurate measurements in high-voltage, noisy environments [3] - With a bandwidth of up to 1 GHz and a differential voltage range of ±2,500 V, these probes are expected to improve efficiency and reduce switching losses in applications such as electric vehicles and solar energy systems [4] Group 2: Market Position and Growth Potential - Keysight is experiencing solid order growth in its testing equipment, particularly in 5G network emulation solutions, which provide cost-efficient testing techniques [5] - The launch of the differential probes is expected to generate incremental demand for Keysight's testing solutions, leading to higher revenues and improved financial performance [7] - Keysight's commitment to advancing testing technology reinforces its position as a leader in the industry, addressing the evolving needs of telecom and semiconductor companies [6] Group 3: Stock Performance - Keysight's stock has gained 0.7% over the past year, contrasting with a 2.7% decline in the industry [8] - The company has delivered an earnings surprise of 158.41% over the trailing four quarters, indicating strong financial performance [10]