Core Insights - Keysight Technologies, Inc. (KEYS) is set to report its first-quarter fiscal 2026 results on February 23, with expectations of higher year-over-year revenues driven by strong performance in both business segments [1][10] - The company has achieved a trailing four-quarter earnings surprise of 4.24% on average, indicating a positive trend in earnings performance [1] Product Innovations - Keysight introduced Quantum System Analysis, an advanced Electronic Design Automation solution that allows engineers to simulate and optimize quantum systems, significantly reducing development time by eliminating the need for costly cryogenic experiments [2] - The company also launched the Keysight A90 Application-Specific Automated Test Suite, designed to manage large firmware payloads in high-volume production environments, which could greatly benefit electronics manufacturers [3] Strategic Partnerships and Acquisitions - Keysight partnered with MediaTek to advance pre-6G technology, focusing on integrated sensing and communication to enhance wireless performance and innovation in next-generation networks [4] - The acquisition of Spirent Communications has diversified Keysight's product offerings, enhancing its commercial prospects across various sectors, including communications, automotive, aerospace, and defense [5] Revenue Expectations - The Zacks Consensus Estimate for revenues from the Communications Solutions Group is projected at $1.05 billion, up from $883 million a year ago [6] - Revenues from the Electronic Industrial Solutions Group are expected to reach $482.39 million, indicating growth from $415 million [6] - Overall, the consensus estimate for total revenues in the first quarter of fiscal 2026 is $1.54 billion, reflecting an increase from $1.29 billion, with adjusted earnings per share expected to improve to $1.99 from $1.82 [7][10]

Core Insights - Keysight Technologies has introduced a new portfolio of scale-up validation solutions aimed at helping AI data center operators tackle challenges related to bandwidth, latency, and interoperability as AI infrastructure scales [1] Group 1: Product Offerings - The new solutions support both emerging and established interconnect standards, including UAlink™200G, PCIe® 7.0, PCIe® 6.0, PCIe® 5.0, and CXL™ 3, facilitating faster deployment of high-performance AI infrastructure [1] - Keysight's Receiver Conformance Test Software for UALink 200G accelerates validation of UALink™ 200 Gb/s interfaces, integrating with the M8050A 120 Gbd High-Performance BERT and Infiniium UXR Real-Time Oscilloscope for comprehensive testing [1] - The PCIe 7.0 Transmitter Test solution enables compliance testing at speeds up to 128GT/s, addressing the growing demand for ultra-high bandwidth interconnects in AI and machine learning workloads [1] - Keysight's PCIe 6.0 Protocol Compliance Test Suite provides end-to-end validation at speeds up to 64 GT/s, streamlining compliance testing for next-generation designs [1] - The CXL 3 Protocol Exerciser and Analyzer Test Solution expands memory capacity and bandwidth, enabling efficient resource utilization across heterogeneous compute platforms [1] - The PCIe 5.0 Protocol Link and Transaction Compliance Solution, certified by PCI-SIG, accelerates standards-based validation for high-density compute environments [1] Group 2: Market Context - Rapid adoption of AI is driving unprecedented demand for high-density compute, real-time data movement, and low-latency memory access, making reliable validation of high-speed interconnects critical [1] - As hyperscalers and enterprises scale up AI infrastructure, the need for efficient and interoperable high-bandwidth, low-latency interconnects becomes increasingly important [1] - Keysight's solutions aim to help the industry validate performance, energy efficiency, and reliability across standards before deployment, addressing the challenges posed by the rapid growth of AI demand [1]

Core Insights - Keysight (KEYS) is expected to report quarterly earnings of $1.99 per share, marking a 9.3% increase year-over-year, with revenues projected at $1.54 billion, reflecting an 18.6% year-over-year growth [1] Revenue Projections - Analysts predict 'Revenue- Communications Solutions Group' will reach $1.06 billion, indicating a year-over-year change of +19.8% [4] - 'Revenue- Commercial Communications' is estimated to be $712.79 million, suggesting a +24.6% year-over-year increase [4] - 'Revenue- Aerospace, Defense & Government' is expected to be $344.85 million, with a +10.9% year-over-year change [4] - 'Revenue- Electronic Industrial Solutions Group' is forecasted at $482.39 million, reflecting a +16.2% change from the prior-year quarter [5] Income from Operations - 'Income from operations- Electronic Industrial Solutions Group' is projected to reach $128.55 million, compared to $114.00 million reported in the same quarter last year [5] - 'Income from operations- Communications Solutions Group' is expected to be $267.07 million, up from $240.00 million reported in the same quarter last year [6] Stock Performance - Keysight shares have increased by +10.6% over the past month, contrasting with a -1.3% change in the Zacks S&P 500 composite [6] - Keysight holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the overall market in the near future [6]

Core Insights - Keysight Technologies, Inc. has introduced a new GDDR7 transmitter compliance solution aimed at accelerating the validation of JEDEC standards for graphics and AI applications [1] - The increasing demand for high-performance computing, gaming, and AI platforms is prompting memory and GPU vendors to adopt GDDR7 technology [1] - The transition to GDDR7 is presenting significant validation challenges for the industry [1]

Core Insights - The article highlights a solution that addresses design bottlenecks by automating complex workflows [1] Group 1 - The solution aims to enhance efficiency in design processes by reducing manual intervention [1] - Automation is expected to streamline operations and improve productivity within the industry [1] - The implementation of this solution could lead to significant time savings and cost reductions for companies [1]

Core Insights - Keysight Technologies has launched SOS Enterprise, an advanced engineering data management platform aimed at facilitating enterprise-scale AI adoption in semiconductor design [1] - The platform addresses challenges related to data governance and traceability, which are critical for effective AI integration in organizations with distributed teams [1] Group 1: Product Features and Benefits - SOS Enterprise automates engineering data governance and traceability, transforming fragmented design information into a governed, reusable knowledge base [1] - Key benefits include improved IP reuse across sites, elimination of manual work through automation, enhanced data security and access control, and automated compliance tracking [1] - The platform prepares engineering teams for AI integration by treating design files and verification data as versioned, traceable assets [1] Group 2: Market Context and Challenges - The semiconductor and electronics development sectors are experiencing increased design complexity and data volume, leading to productivity losses due to manual workflows [1] - Organizations face compliance burdens and limitations in AI adoption due to poorly organized data, which is essential for machine learning systems to function reliably [1] - Early customer deployments of SOS Enterprise have shown significant improvements in IP reuse, faster project orchestration, and reduced operational overhead [1]

Core Insights - Keysight will showcase end-to-end solutions for AI system design, interoperability validation, and large-scale performance at DesignCon 2026 [1] Company Highlights - The focus will be on enabling AI system design, which indicates a strategic emphasis on artificial intelligence technologies [1] - Interoperability validation solutions will be presented, highlighting the importance of compatibility in AI systems [1] - Large-scale performance solutions will be featured, suggesting advancements in handling extensive data and processing requirements [1]

Core Insights - VIAVI Solutions Inc. reported strong fiscal second-quarter results for 2026, with earnings per share of $0.22 and revenue of $369.3 million, exceeding analysts' expectations [2][6] - The company's revenue grew by 36.4% year-over-year, driven by demand in the Network and Service Enablement (NSE) and Optical Security and Performance Products (OSP) segments [3][6] - Despite a net loss of $48.1 million, the company maintains a positive return on equity of 13.43% and a moderate debt-to-equity ratio of 1.53 [4][5] Financial Performance - Revenue for the NSE segment rose by 45.8% to $291.5 million, supported by data centers and 5G network upgrades [3] - The OSP segment benefited from increased sales in aerospace and defense markets [3] - VIAVI's guidance for Q3 2026 projects earnings per share between $0.22 and $4.00, with anticipated revenues of $386 million to $400 million [5] Management Activity - Oleg Khaykin, President, CEO, and director of VIAVI Solutions, sold 70,000 shares at $24.50 each, retaining 1,779,437 shares [1][6]

Core Insights - Keysight Technologies, Inc. (KEYS) has partnered with Point2 Technology to address connectivity challenges in hyperscale AI data centers by testing next-generation, multi-terabit interconnects [1] Group 1: Partnership and Technology Development - Keysight will utilize its high-speed digital test solutions, including the M8050A High-Performance Bit Error Ratio Tester (BERT) and DCA-X Sampling Oscilloscopes, to evaluate Point2's e-Tube technology [2] - The collaboration enables Keysight to generate and analyze complex 120 GBaud PAM4 signals necessary for achieving ultra-fast 1.6-terabit data speeds, thereby enhancing advanced testing and interconnect technologies [3] - Keysight is also engaged in early research on 3.2T interfaces using its 448 Gbps signal generation and advanced testing tools [2][3] Group 2: Strategic Collaborations - Keysight is collaborating with NVIDIA Corporation (NVDA) to advance hybrid quantum and AI computing by integrating high-performance control systems with AI-driven infrastructure [4] Group 3: Competitive Landscape - Keysight faces competition from Viavi Solutions Inc. (VIAV) and Teradyne, Inc. (TER), with Viavi working on a test system for Open RAN products and Teradyne partnering with MultiLane for advanced test solutions [5][6] Group 4: Financial Performance and Valuation - Keysight's shares have increased by 29.7% over the past year, compared to the industry's growth of 35.1% [7] - The company's shares are currently trading at a forward 12-month earnings multiple of 26.53, which is lower than the industry average of 30.93 [10] - Earnings estimates for Keysight for 2026 have risen by 1.1% to $8.03, while estimates for 2027 have increased by 2.1% to $9.25 over the past 60 days [11]

Core Insights - Keysight Technologies and Point2 Technology have formed a strategic collaboration to validate next-generation multi-terabit interconnects aimed at addressing connectivity bottlenecks in AI and ML data centers [1][2] Group 1: Technology and Performance - Point2's e-Tube™ technology utilizes RF data transmission over plastic waveguide, offering up to 10x longer reach than traditional copper at a comparable cost, while being 3x lower in power and cost, and 1,000x lower in latency compared to optical solutions [2] - The collaboration focuses on validating interconnects that meet the stringent reliability and performance requirements of hyperscalers, with Keysight providing a comprehensive validation framework [3][4] Group 2: Tools and Capabilities - Keysight's high-speed digital test solutions, including the M8050A High-Performance Bit Error Ratio Tester (BERT) and DCA-X Sampling Oscilloscopes, are essential for generating and analyzing complex 120 GBaud PAM4 signals necessary for achieving 1.6 Terabit speeds [4] - The partnership enables early research and development on 3.2T interfaces by leveraging Keysight's unique 448 Gbps electrical signal generation capabilities [3] Group 3: Industry Impact - The collaboration is expected to accelerate Point2's e-Tube product development cycles, providing confidence in the technology's validation as it engages with leading hyperscaler customers globally [5] - Keysight emphasizes the need for disruptive innovation in physical interconnects to meet the demands of AI scale-up architectures, positioning itself as a trusted source for measurement truth in the industry [5]