Keysight AI Software Integrity Builder introduces a unified, lifecycle-based framework that answers the critical question: "What is happening inside the AI system, and how do I ensure it behaves safely in deployment? †The solution equips engineering teams with the evidence needed for regulatory conformance and enables continuous improvement of AI models. Unlike fragmented toolchains that address isolated aspects of AI testing, Keysight's integrated approach spans dataset analysis, model validation, real-wor ...

Core Viewpoint - Keysight Technologies Inc. reported strong fourth-quarter fiscal 2025 results, with both revenue and net income surpassing estimates, driven by growth in AI data-center markets and defense sectors [3][4][5]. Financial Performance - Keysight's net income on a GAAP basis was $229 million or $1.33 per share, compared to a GAAP net loss of $73 million or $0.42 per share in the same quarter last year [4]. - Non-GAAP net income for the quarter was $331 million or $1.91 per share, up from $288 million or $1.65 in the prior-year quarter, exceeding the Zacks Consensus Estimate by $0.06 [4]. - Quarterly net sales increased to $1.42 billion from $1.29 billion year-over-year, beating the high end of guidance, with total orders rising 14% year-over-year to $1.53 billion [5]. Segment Performance - The Communication Solutions Group (CSG) generated revenues of $990 million, an 11% increase from $894 million in the prior-year quarter, driven by demand for AI data-center network solutions and 5G technologies [6]. - The Electronic Industrial Solutions Group (EISG) saw revenues rise to $429 million from $393 million, supported by investments in AI-driven technologies and growth in the semiconductor sector [7]. Regional Performance - Asia-Pacific revenues reached $581 million, up from $508 million year-over-year, while revenues from the Americas also improved by 6% to $581 million [8]. - European revenues increased by 12% to $257 million from $230 million in the prior-year quarter [8]. Profitability Metrics - Non-GAAP gross profit for the quarter was $912 million, with gross margins of 64.3%, compared to $829 million and 64.5% in the prior-year quarter [9]. - The non-GAAP operating margin was 26.3%, up from 25.8% year-over-year, with CSG reporting a margin of 26.7% and EISG reporting a margin of 25.4% [9]. Cash Flow and Outlook - Keysight generated $225 million in cash from operating activities, down from $359 million a year ago, and had $1.9 billion in cash and cash equivalents as of September 30, 2025 [10]. - For the next quarter, Keysight expects revenues between $1.53 billion and $1.55 billion, with non-GAAP earnings per share estimated between $1.95 and $2.01 [10]. Market Sentiment - There has been an upward trend in estimates for Keysight, indicating positive market sentiment [11]. - Keysight holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [13].

SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight has signed a five-year Master Research Collaboration Agreement (MRCA) with Singapore's leading quantum research institutions. ...

Financial Performance - Keysight generated revenues of $5.4 billion, $5.0 billion, and $5.5 billion in fiscal years 2025, 2024, and 2023, respectively[16]. - As of October 31, 2025, Keysight's backlog was approximately $2,697 million, an increase from $2,375 million as of October 31, 2024, driven by acquisitions and orders exceeding revenue[75]. - The company anticipates that revenue from international operations will continue to represent a majority of its total revenue, but there are risks associated with international sales and operations[102]. - Economic volatility and uncertainty may adversely affect the company's operating results and financial condition, including potential impacts on customer purchasing power and inventory issues[100]. - Keysight's stock price may fluctuate significantly due to various factors, including operating results and market conditions[178]. Research and Development - In 2025, Keysight invested $1,007 million in R&D to deliver differentiated, first-to-market solutions[27]. - Keysight's R&D investments are aimed at developing first-to-market solutions and improving existing products, with significant technology development centers located globally[57]. - The company is investing significantly in R&D for new technologies in communications, aerospace, automotive, and IoT, but future operating results may fluctuate if these investments do not yield expected profits[119]. Acquisitions and Strategic Initiatives - Keysight acquired Spirent Communications plc and Optical Solutions Group from Synopsys in October 2025 to enhance its communications test capabilities and design engineering software portfolio[28]. - The company emphasizes a durable business model that supports strategic capital allocation for organic growth and acquisitions[31]. - Acquisitions and strategic alliances may result in financial outcomes that differ from expectations, impacting long-term performance[129]. Market and Customer Insights - Keysight's Communications Solutions Group serves customers in commercial communications and aerospace, defense, and government markets, providing end-to-end solutions[39]. - Keysight's global customer base includes approximately 40,000 end customers annually, including many Fortune 1000 companies[20]. - The company aims to grow recurring revenue by increasing software content in its solutions and maximizing cross-selling opportunities[29]. Operational Efficiency - The company employs a flexible operating model that allows it to maintain profitability across various economic conditions[25]. - Keysight's direct sales organization accounts for over 80% of its business, focusing on complex, end-to-end solutions across various markets[58]. - The company utilizes a combination of in-house manufacturing and qualified contract manufacturers to optimize productivity and manage costs[61]. Compliance and Regulatory Risks - The company is subject to various federal, state, local, and international laws and regulations, including those related to environment, corruption, and data privacy, which may impact its operations[77]. - The company has compliance programs and training to prevent violations of anti-corruption regulations, including the U.S. Foreign Corrupt Practices Act and the U.K. Bribery Act[83]. - The company is subject to complex data privacy regulations, including the GDPR, which require careful handling of internal data and may incur additional compliance costs[84]. Cybersecurity and Legal Matters - Keysight's cybersecurity measures include firewalls, antivirus protection, and routine updates, but the company acknowledges the evolving nature of cybersecurity threats[157]. - The company is involved in ongoing litigation, including a lawsuit seeking a tax refund of $107 million[200]. - Centripetal Networks filed multiple lawsuits against Keysight, alleging patent infringements, with ongoing appeals and challenges to the validity of several patents[151]. Environmental and Social Responsibility - The company is committed to achieving net zero Scope 1 and Scope 2 emissions by the end of fiscal year 2040, which may require significant capital improvements and changes in operations[147]. - The company plans to develop Scope 3 reduction and engagement targets, which were approved by the Science Based Target Initiative on October 27, 2023[147]. - Keysight is subject to scrutiny regarding its Diversity, Equity, and Inclusion initiatives, which could lead to investigations and reputational damage[166]. Financial Management and Capital Structure - The company has outstanding debt and may incur additional debt, which could adversely affect its financial condition and liquidity[133]. - The company may need additional financing for R&D activities or acquisitions, which could be dilutive to existing shareholders if not available on favorable terms[132]. - The company benefits from tax incentives in Singapore and Malaysia, which, if not renewed, could lead to a higher effective tax rate[145].

Company Overview - Keysight Technologies, Inc. is a leading technology company providing electronic design and test solutions across various industries including communications, industrial, aerospace, defense, automotive, and semiconductor [1] - The company is headquartered in Santa Rosa, California, with a market capitalization of $35.2 billion [1][2] Financial Performance - For Q4 2025, Keysight reported a 10% year-over-year increase in revenue, reaching $1.42 billion for the quarter ended October 31 [5] - Non-GAAP EPS increased to $1.91, up from $1.65 in the previous year, contributing to positive investor sentiment [5] - The stock rose 2.9% on November 24 and 10% on November 25 following the earnings release [5] Stock Performance - The stock reached a 52-week high of $214.58 on December 11 but has since pulled back 4.5% [3] - Over the past three months, the stock has surged 19.1%, outperforming the Dow Jones Industrials Average's return of 5.2% [3] - Year-to-date, Keysight has gained 27.5%, compared to the Dow's 13.1% increase [4] - Over the past 52 weeks, shares have risen 19.9%, while the Dow has returned 10.1% [4] - The stock has been trading above the 200-day moving average since early June and above the 50-day moving average since late November, indicating renewed momentum [4] Competitive Position - Keysight has outperformed its rival Teledyne Technologies Incorporated, which has returns of 9.1% year-to-date and 6.4% over the past year [6]

Core Insights - Keysight Technologies has introduced AI-powered Chat and Copilot assistants for its Advanced Design System (ADS), enhancing design workflows with natural language capabilities while ensuring enterprise-grade security [1][2]. Group 1: Challenges in Electronic Design - Electronic design teams are facing challenges such as complex multi-domain workflows, fragmented data management, and pressure to accelerate time-to-market, which are compounded by manual processes and talent shortages [2]. - The introduction of AI-powered assistants aims to address these challenges by automating repetitive tasks and streamlining workflows, allowing engineers to focus on innovative design [2]. Group 2: Features of AI Assistants - The AI assistants are designed to transform Electronic Design Automation (EDA) workflows, reducing learning curves and accelerating design cycles [3]. - Each assistant can be individually configured, and they leverage language models fine-tuned on Keysight's electronic design expertise [3]. - The Learning Assistant (Chat) provides instant conversational answers, while the Tool Assistant (Copilot) automates commands within simulation environments [4]. Group 3: Security and Deployment - Keysight has ensured that the AI capabilities are architected for on-premises deployment, which keeps customer data secure and compliant with local IT policies [4]. - The AI tools are available as a separate add-on installation to the main Keysight ADS software, providing IT teams with better control over security [4]. Group 4: Domain-Specific Intelligence - The AI assistants are enhanced with specialized EDA training data, which reduces inaccuracies and provides reliable guidance tailored to RF and high-speed design challenges [4]. - By enabling natural language control, the AI assistants streamline workflows that traditionally required navigating multiple menus, allowing engineers to interact through conversational commands [4]. Group 5: Enterprise Readiness - Keysight supports flexible deployment options, including Kubernetes and Red Hat OpenShift on commercially available GPU hardware, with these AI capabilities included at no additional cost for existing ADS subscribers [4].

Group 1 - The core focus of the article is on Keysight's presentation at CES 2026, highlighting its comprehensive ecosystem for automotive design, development, validation, and cybersecurity solutions [1]

Group 1 - The core focus of the article is on Keysight's presentation at CES 2026, highlighting its comprehensive ecosystem for automotive design, development, validation, and cybersecurity solutions [1]

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Core Insights - The company experienced a strong recovery in 2025, with growth expectations starting at the low end of the long-term range of 5% and finishing at 8% by year-end, with guidance for 10% growth in Q1 of the following year [1][2] Group 1: Performance and Growth - The company built momentum throughout 2025, transitioning from a mixed demand environment to a stronger performance as end markets improved [1][2] - The order book in Q4 was robust, indicating a strong backlog and a positive outlook for the upcoming quarter [2] Group 2: Technological Trends - Significant technological themes, particularly the impact of AI on the wireline business, are aligning positively for the company [2]