Financial Data and Key Metrics Changes - Keysight reported revenue of $1.3 billion and earnings per share of $1.7, exceeding the high end of guidance, marking the second consecutive quarter of revenue growth [6][19] - Orders grew 8% year over year and 4% sequentially to $1.3 billion, indicating a solid demand environment [6][19] - Gross margin was reported at 65%, with operating margin at 25%, an increase of 100 basis points year over year [19] Business Segment Data and Key Metrics Changes - The Communications Solutions Group (CSG) generated revenue of $913 million, up 9% on both reported and core basis, driven by strong demand in wireline and wireless sectors [21] - The Electronics Industrial Solutions Group (EISG) reported revenue of $393 million, a 5% increase, with growth in semiconductor and general electronics offsetting declines in automotive [21] - Software and services accounted for approximately 36% of total revenue, with annual recurring revenue at 28% [22] Market Data and Key Metrics Changes - Orders in the aerospace, defense, and government sector grew, driven by strength in the U.S. and Europe, with notable contracts awarded [12][61] - The demand environment in China was mixed, with overall orders flat but strengths in certain sectors [96] Company Strategy and Development Direction - The company is focused on long-term investments aligned with technology trends, particularly in AI and digital infrastructure [17][32] - Keysight is maintaining a diversified global supply chain with minimal exposure to China, actively working to mitigate tariff impacts [8][24] - The company is pursuing a balanced return of capital while investing for long-term growth, having returned over $1.7 billion to investors via repurchases over the past twelve quarters [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the market leadership and operating model, noting no material adverse effects on demand from tariffs [8][25] - The company raised its full-year growth expectations, now anticipating revenue growth at the midpoint of the 5% to 7% long-term target [25] - Management highlighted a healthy pipeline of opportunities and strong customer engagements entering the second half of the fiscal year [6][25] Other Important Information - The company ended the quarter with $3.12 billion in cash and cash equivalents, generating $484 million in cash flow from operations [22] - Keysight is progressing through regulatory reviews for pending acquisitions, including Spirent and Optical Solutions Group [22][23] Q&A Session Summary Question: Update on AI traction and its significance for the business - Management views AI as a long-term secular trend with a multiyear roadmap, contributing to growth in wireline business [32][33] Question: Incremental view on top-line outlook - The company raised top-line expectations based on strong performance in the first half and a solid pipeline of opportunities [40][42] Question: Clarification on tariff impact - The estimated annual exposure to tariffs is approximately $75 million to $100 million, with efforts underway to mitigate this impact [47][48] Question: Insights on aerospace and defense orders - Orders grew in the aerospace and defense sector, with strong bookings from prime contractors in the U.S. and Europe [61][62] Question: Wireless business performance - The wireless business remains stable, with strength in network infrastructure and ongoing investments in new technologies [71] Question: Growth in Software and Services - The company is focused on growing software and services, which have shown resilience during downturns [73][74] Question: Demand for wireline testing - The wireline business is heavily R&D oriented, benefiting from increased manufacturing activity as the industry ramps up for digital infrastructure [103][104] Question: Competitive landscape for semiconductor testing - The company is well-positioned to address the complexities of semiconductor testing, with ongoing investments in optical and electrical capabilities [108][116]

Financial Data and Key Metrics Changes - Keysight reported revenue of $1.3 billion and earnings per share of $1.7, exceeding the high end of guidance, marking the second consecutive quarter of revenue growth [5][18] - Orders grew 8% year over year and 4% sequentially to $1.3 billion, indicating a solid demand environment [5][18] - Gross margin was reported at 65%, with operating margin increasing by 100 basis points to 25% year over year [18] Business Segment Data and Key Metrics Changes - The Communications Solutions Group (CSG) generated revenue of $913 million, up 9% on both reported and core basis, driven by strong demand in wireline and wireless sectors [21] - Aerospace, Defense and Government revenue increased by 9% to $300 million, reflecting strong order growth in the U.S. and Europe [21] - The Electronics Industrial Solutions Group (EISG) saw revenue return to growth at $393 million, a 5% increase, with semiconductor and general electronics growth offsetting declines in automotive [21] Market Data and Key Metrics Changes - Orders in the aerospace and defense sector grew, driven by investments in defense modernization in the U.S., Europe, and Asia [11][12] - The demand environment in Asia was strong, particularly in commercial communications and semiconductor sectors, although automotive demand in China remained weak [92] Company Strategy and Development Direction - Keysight is focused on long-term investments aligned with technology trends, emphasizing a diversified global supply chain with minimal exposure to China [6][24] - The company is pursuing a balanced return of capital while investing for long-term growth, having returned over $1.7 billion to investors through share repurchases [6][7] - Keysight's strategy includes expanding its software and services segment, which now accounts for approximately 36% of revenue, with a focus on simulation and virtual prototyping [70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in market leadership and the strength of the operating model despite macroeconomic uncertainties [6][25] - The company raised its full-year revenue growth expectations to the midpoint of its 5% to 7% long-term target, anticipating a strong Q3 based on a solid backlog [25] - Management noted that while tariffs pose risks, they have not seen material adverse effects on demand and are actively working to mitigate tariff impacts [24][25] Other Important Information - Keysight's cash flow from operations was strong at $484 million, with free cash flow of $457 million [22] - The company has a backlog of $2.4 billion entering Q3, indicating a solid scheduled shipment position [25] - Keysight is progressing through regulatory reviews for pending acquisitions, including Spirent and Optical Solutions Group [22] Q&A Session Summary Question: Update on AI traction and its significance for the business - Management views AI as a long-term trend with a multiyear roadmap, contributing to growth in wireline business, which grew double digits in the first half [30][33] Question: Incremental improvement in top-line outlook - The increase in top-line expectations is based on strong performance in the first half and a solid pipeline of opportunities [39] Question: Clarification on tariff impact - The estimated annual tariff exposure is $75 million to $100 million, with efforts underway to mitigate this impact [44][45] Question: Insights on aerospace and defense orders - Orders grew in the U.S. and Europe, with notable contracts awarded, indicating a strong spending environment [56] Question: Understanding the wireless business performance - The wireless business remains stable, with strength in network infrastructure and ongoing investments in new technologies [66] Question: Growth in Software and Services segment - The company is focused on growing software and services, which have shown resilience during downturns, with double-digit growth in simulation business [70] Question: Demand in wireline and semiconductor testing - The wireline business remains heavily R&D oriented, benefiting from increased manufacturing activity as the industry ramps up for digital infrastructure [96]

Keysight Technologies Q2 Fiscal Year 2025 Results May 20, 2025 Safe Harbor This communication contains forward-looking statements as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and is subject to the safe harbors created therein. Statements preceded by, followed by, or that otherwise include the words "anticipate," "assume," "plan," "estimate," "expect," "guidance," "intend," "implied," "target," "believe," "outlook," a ...

Exhibit 99.1 Keysight Technologies Reports Second Quarter 2025 Results Achieves above guidance results, full-year outlook improved SANTA ROSA, Calif., May 20, 2025 - Keysight Technologies, Inc. (NYSE: KEYS) today reported financial results for the second fiscal quarter ended April 30, 2025. "Keysight delivered strong second quarter results with revenue and earnings per share above the high end of guidance. This quarter's performance underscores the strength of our long-term strategy, deep customer engagemen ...

Keysight Technologies, Inc. KEYS will release its second-quarter financial results after the closing bell on Tuesday, May 20.Analysts expect the Santa Rosa, California-based company to report quarterly earnings at $1.65 per share, up from $1.41 per share in the year-ago period. Keysight projects quarterly revenue of $1.28 billion, compared to $1.22 billion a year earlier, according to data from Benzinga Pro.On April 29, Keysight EDA and Intel Foundry announced a collaboration on EMIB-T Silicon Bridge Techno ...

Core Insights - Keysight (KEYS) is expected to report quarterly earnings of $1.65 per share, reflecting a year-over-year increase of 17% [1] - Anticipated revenues for the quarter are projected to be $1.28 billion, indicating a 5% increase compared to the same quarter last year [1] Earnings Estimates Revisions - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 0.3%, indicating a reassessment by analysts [2] - Revisions to earnings estimates are crucial for predicting investor actions and have shown a strong correlation with short-term stock price performance [3] Revenue Estimates by Segment - The consensus estimate for 'Revenue- Communications Solutions Group' is $884.15 million, reflecting a year-over-year change of +5.3% [5] - 'Revenue- Commercial Communications' is estimated at $588.52 million, suggesting a change of +4.5% year over year [5] - 'Revenue- Aerospace, Defense & Government' is forecasted to reach $295.62 million, indicating a change of +6.7% from the previous year [5] - 'Revenue- Electronic Industrial Solutions Group' is expected to be $395.34 million, with a year-over-year change of +5.1% [6] Income from Operations - 'Income from operations- Electronic Industrial Solutions Group' is projected to be $81.74 million, compared to $71 million from the previous year [6] - 'Income from operations- Communications Solutions Group' is expected to be $238.62 million, up from $223 million in the same quarter last year [7] Stock Performance - Keysight shares have increased by +22% in the past month, outperforming the +9% move of the Zacks S&P 500 composite [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 前言 是德科技大中华区市场总经理郑纪峰 AI风口背后， 是一个"带病运行"的数据中心 "如今，AI训练集群已经不是千卡、万卡，而是十万卡。一个投资200亿的数据中心集群， GPU如果有一半时间在等数据，这不仅仅是算力的问题，这是资产浪费、运营灾难。"是德 科技高速数字市场部经理李坚指出。在AI算力革命的表面繁荣下，隐藏着连接、运维、稳定 性的隐秘挑战。AI基础设施背后还有很多需要提升的空间，而 这些提升空间，就藏在今天 尚不健全的测试、验证、优化环节里。 十年跃迁，是德科技站上AI风口 从2014年脱胎于安捷伦，成为专注电子测试的独立公司，到如今跃迁为一家以软件为核心、横跨 通信、半导体、汽车电子、AI等多个领域的测试测量公司。2025年，是德科技走过了独立运营的 第十个年头。一个十年的周期，对一家以工程师思维著称的电子测试巨头而言，或许不算长，却足 以让它完成一次从"硬件图腾"到"软件中枢"的自我重塑。是德科技大中华区市场总经理郑纪峰先生 回顾了是德科技的"十年独立进化史"。 是德科技过去十年的精彩时刻 （图源：是德科技，下同） 这十年，是德科技完成了20余宗并购， ...

The market expects Keysight (KEYS) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 20, 2025, might help the stock move higher if these key numbers are better ...

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].

在半导体技术飞速发展的今天，器件模型日益复杂，紧凑模型参数提取已成为业界面临的重 大挑战。传统优化算法受困于梯度变化不明确，极易陷入局部最优，但最终提取结果差强人 意的困局。此外，现代半导体模型中存在大量相互关联的参数，这使得传统方法效率更加低 下，建模工程师往往需要将参数提取流程拆解为多个冗长繁琐的子步骤，整个过程可能耗费 数天甚至数周时间，严重制约开发进度。 为 突 破 这 一 技 术 瓶 颈 ， 是 德 科 技 （ Keysight ） 重 磅 推 出 基 于 机 器 学 习 的 全 局 优 化 器 ——ML Optimizer，为半导体参数提取带来革命性解决方案！ 是德科技 器件建模应用工程师 相较于传统方法，它能在单个步骤内同步处理海量图形与参数，极大简化参数提取流程，将原本漫 长的参数提取周期从数天大幅缩短至短短数小时，大幅提升工作效率。 此外，ML Optimizer 尤其擅长应对非凸参数空间，凭借先进的机器学习算法，它能突破传统方法 的局限，更精准地找到全局最优解，显著提升参数提取的准确性与整体拟合的一致性，为半导体器 件模型的精准构建提供坚实保障。 本次直播将介绍IC-CAP 和 MBP 提 ...