Core Viewpoint - Keysight Technologies, Inc. is expected to report higher year-over-year revenues in the first quarter of fiscal 2025, driven by growth in the AI data center market, aerospace, defense, and government sectors, as well as strong momentum in software and services [2] Group 1: Product Developments - Keysight launched the Chiplet PHY Designer 2025, enhancing high-speed digital chiplet design for AI and data center applications, which improves prospects across various verticals [3] - The company introduced the AppFusion network visibility partner program, integrating third-party security and monitoring solutions to enhance network operations and reduce costs [4] - Keysight assisted Samsung Electronics in validating secure test cases for the Exynos Connect U100 chipset, which is expected to positively impact quarterly performance [7] Group 2: Strategic Alliances - Keysight joined the Intel Foundry Accelerator United States Military, Aerospace and Government Alliance to strengthen the U.S. Defense Industrial Base and expand access to advanced tools and technologies [5] - The company entered an agreement to provide electronic design automation software to six of the eight hubs in the U.S. microelectronics commons initiative, which is anticipated to generate incremental demand for its solutions [6] Group 3: Financial Expectations - The Zacks Consensus Estimate for Keysight's revenues in the first quarter of fiscal 2025 is $1.28 billion, reflecting a year-over-year increase from $1.26 billion [9] - Estimated revenues from the Communications Solutions Group segment are projected at $867.7 million, indicating a 3.4% year-over-year growth [8] - The consensus estimate for adjusted earnings per share is $1.69, an improvement from $1.63 reported a year ago [9]

Group 1 - Analysts project Keysight (KEYS) will announce quarterly earnings of $1.69 per share, a 3.7% increase year over year [1] - Revenues are expected to reach $1.28 billion, reflecting a 1.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of projections [1] Group 2 - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [2] - Investors often rely on consensus earnings and revenue estimates to assess company performance during the quarter [3] Group 3 - Analysts predict 'Revenue- Communications Solutions Group' at $866.03 million, a year-over-year change of +3.2% [4] - 'Revenue- Commercial Communications' is estimated at $564.95 million, indicating a +3.9% change from the year-ago quarter [4] - 'Revenue- Aerospace, Defense & Government' is forecasted to reach $301.08 million, reflecting a +2.1% change from the previous year [4] Group 4 - 'Revenue- Electronic Industrial Solutions Group' is expected to be $407.80 million, showing a -2.9% change from the year-ago quarter [5] - 'Income from operations- Electronic Industrial Solutions Group' is projected at $97.80 million, down from $129 million year-over-year [5] - 'Income from operations- Communications Solutions Group' is estimated at $239.07 million, compared to $226 million from the previous year [6] Group 5 - Keysight shares have returned +7.2% over the past month, outperforming the Zacks S&P 500 composite's +2.6% change [6] - Keysight currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [6]

Core Insights - Keysight Technologies, Inc. has launched its new Low-Power Double Data Rate 6 (LPDDR6) test solution aimed at enhancing memory system validation and accelerating the development of mobile and edge devices [1][2][7] Group 1: Product Features and Benefits - The LPDDR6 test solution addresses the increasing complexity of testing next-generation memory devices, integrating transmitter and receiver test applications with the Memory Designer workflow [2][3] - It automates key testing processes, reducing validation time and simplifying debugging through advanced data analysis tools, while enabling advanced Bit Error Ratio (BER) testing [3][4] - The solution optimizes device performance with comprehensive testing, including detailed BER analysis and receiver equalization optimization, addressing challenges like jitter and crosstalk [4][5] Group 2: Market Impact and Demand - The LPDDR6 solution supports higher data rates, enhancing user experiences in mobile and data center applications, while also extending battery life and reducing power consumption [5][7] - Keysight's innovative solutions are expected to generate incremental demand, leading to higher revenues and improved financial performance [8] Group 3: Competitive Positioning - Keysight is experiencing solid order growth in its testing equipment, particularly with its 5G network emulation solutions that offer cost-efficient testing techniques [6] - The company maintains a strong global network of over 100 distributors, improving visibility for future demand and inventory management [11]

Keysight Technologies, Inc. (KEYS) recently launched the latest version of its Chiplet PHY Designer 2025, a cutting-edge solution for enhancing high-speed digital chiplet design for AI and data center applications. This upgraded software brings simulation capabilities for the Universal Chiplet Interconnect Express (UCIe) 2.0 standard and adds support for the Open Computer Project Bunch of Wires (BoW) standard, enabling designers to perform pre-silicon validation and facilitate a smoother transition to tapeo ...

I give a buy rating for Keysight Technologies (NYSE: KEYS ) as I am bullish on KEYS ability to capitalize on the AI investment super cycle (regarding demand for more data centers). KEYS testing services and solutions areI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investin ...

Keysight Technologies, Inc. (KEYS) is set to showcase a comprehensive suite of its cutting-edge solutions at the upcoming DesignCon 2025, which will be held from Jan. 29 to Jan. 30, 2025, in Santa Clara, CA. With a focus on accelerating network validation, these solutions are expected to help innovators quickly solve design, emulation and test challenges, ultimately enhancing their networking experiences.How These Innovations Buoy KEYS?One of the key highlights of Keysight's demonstration will be its state- ...

Keysight Technologies, Inc. (KEYS) recently unveiled its new network visibility partner program, AppFusion. By integrating third-party security, monitoring solutions and cutting-edge technologies from leading cybersecurity companies, such as Forescout, Instrumentix and Nozomi Networks, directly into its Network Packet Brokers, the program aims to provide customers with a unified solution that enhances network and security operations (NetOps/SecOps) while reducing infrastructure costs.Elaborating Further on ...

Keysight Technologies, Inc. (KEYS) recently introduced Novus mini automotive, a compact solutions design to address the complex requirements of automotive network engineers. The latest addition to Keysight’s comprehensive Novus portfolio combines traffic generation and protocol testing capabilities into a single platform and empowers network engineers to evaluate the performance and conformance of various network components before real-world application.Software-defined vehicle technology (SDV) is increasin ...

知识自动化 . 洞察全球产业，讲好制造故事 以下文章来源于知识自动化 ，作者林雪萍 易赋 软件收购。 作者 | 林雪萍 易赋 来源 | 知识自动化 （ID：zhishipai） 2016年微软收购领英软件达到了262亿美元，已经是天价市场。而现在，工业软件的交 易，跟全球最热门的社交软件已经达到同一水平。这也意味着，工业知识从来未曾得到 如此高的估值。工业软件，进入活火山一般的活跃交易期，而且往往都是以大型交易为 主力战场。 不对称勇士的新去处 在2024年欧特克Autodesk收购了Datum360，几乎是一次悄无声息的收购。可能后者 只有400万美元的销售体量，不足以引起人们的重视。然而，Datum360这种20人左 右，年收入3000万人民币其实已经是工业软件缝隙里最常见的"局部的王者"。它们最 擅长的是以不对称的战法，以最小的战略资源来获得适者生存的权力。 这类软件企业，可以跟海洋里最明显的比例不对称勇士——招潮蟹相比。绝大多数生命 的身体结构，都表现出某种形式的对称性。然而招潮蟹雄蟹的一只钳子，要比另外一只 大很多。而这只"突出的鳌钳"，跟身体比例相比也过于强大。这为它带来了丰沛的战斗 力。 这些招 ...

Keysight Technologies, Inc. (KEYS) recently announced that it has entered into a definitive agreement with Ansys, Inc. (ANSS) to acquire the latter’s PowerArtist business. This deal aligns with Keysight's ongoing strategy to expand its portfolio in the high-performance system design and simulation software sector.   The transaction, subject to customary closing conditions, regulatory approvals and the successful completion of Synopsys, Inc.’s (SNPS) acquisition of Ansys, is expected to close in the first ha ...