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Keysight (KEYS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-08-19 23:31
Core Insights - Keysight reported revenue of $1.35 billion for the quarter ended July 2025, reflecting an 11.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.31 billion by 2.92% [1] - Earnings per share (EPS) for the quarter was $1.72, up from $1.57 in the same quarter last year, also exceeding the consensus EPS estimate of $1.68 by 2.38% [1] Revenue Breakdown - Communications Solutions Group generated $940 million, exceeding the average analyst estimate of $917.23 million, marking an 11% year-over-year increase [4] - Commercial Communications revenue reached $644 million, surpassing the average estimate of $617.75 million, with a year-over-year growth of 12.6% [4] - Aerospace, Defense & Government revenue was $296 million, slightly below the estimated $299.47 million, but still showing a 7.6% increase compared to the previous year [4] - Electronic Industrial Solutions Group reported $412 million, exceeding the average estimate of $396.45 million, representing an 11.4% year-over-year change [4] Operational Performance - Income from operations for the Electronic Industrial Solutions Group was $92 million, surpassing the average estimate of $88.33 million [4] - Income from operations for the Communications Solutions Group was $246 million, which was below the average estimate of $253.54 million [4] Stock Performance - Keysight's shares returned +0.9% over the past month, while the Zacks S&P 500 composite increased by +2.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
是德科技发力AI,直击GPU之痛
半导体芯闻· 2025-05-15 10:07
Core Viewpoint - The article emphasizes the hidden challenges in AI infrastructure, particularly in data center operations, where inefficiencies lead to significant asset waste and operational issues. The need for improved testing, validation, and optimization processes is highlighted as essential for the advancement of AI capabilities [1][10][22]. Group 1: Company Evolution - Keysight Technologies has transformed from a hardware-centric company to a software-focused entity, spanning multiple sectors including communication, semiconductors, automotive electronics, and AI over the past decade [3][6]. - The company has completed over 20 acquisitions, enhancing its capabilities from the physical layer to application layer testing, reflecting its proactive adaptation to industry changes [6][7]. Group 2: AI Market Insights - The AI market is projected to reach $1.3 trillion by 2030, with current investments primarily focused on computational infrastructure. However, future value will increasingly derive from applications and services [13]. - The rapid evolution of AI technology necessitates advancements in underlying network bandwidth, storage, and interconnect technologies, with Ethernet and PCIe standards evolving at unprecedented rates [13][14]. Group 3: Infrastructure Challenges - Current AI data centers often operate under suboptimal conditions, with GPU utilization rates below 40%, leading to significant idle time and wasted resources [15][18]. - The complexity of AI model training requires robust network communication, where any single point of failure can lead to substantial efficiency losses [18][20]. Group 4: KAI Solution - Keysight's KAI (Keysight AI) solution aims to address the hidden inefficiencies in AI computational infrastructure by providing a comprehensive diagnostic platform that identifies performance bottlenecks and predicts potential failures [22][26]. - The KAI product matrix targets critical issues in AI data centers, including bandwidth limitations, energy inefficiencies, and low GPU utilization, transforming high-risk assets into more reliable investments [26][29]. Group 5: Industry Positioning - Keysight is evolving from a traditional testing equipment supplier to a comprehensive solution provider for AI infrastructure, integrating various aspects of performance management and operational efficiency [30][34]. - The company actively participates in industry standards organizations, positioning itself as a leader in establishing reliability and stability in AI networks, which are increasingly recognized as critical competitive factors [34].
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]