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Keysight Technologies (KEYS) investor relations material
Keysight Technologies Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business momentum and growth outlook
Achieved accelerating growth in 2025, ending the year with 8% and guiding to 10% growth in Q1 2026.
Strong order book, backlog, and funnel position the business well for 2026.
AI, wireless, semiconductor, and defense are key growth drivers.
Expecting EPS growth of 10% or more in 2026, with growth rates at or above the high end of the long-term model.
AI and wireline business impact
AI is a major growth driver, influencing compute, networking, memory, and interconnect design and testing.
Solutions support a broad customer base, from chipset makers to hyperscalers, with new products like AI Data Center Builder.
Expansion in data center capacity and new standards create ongoing opportunities.
Customer base is widening, including startups and traditional players.
Software and services transformation
Software and services now comprise close to 40% of the business, with about 30% recurring revenue.
Acquisitions have accelerated the shift to software, improving gross margins to the mid-sixties.
Continued focus on delivering value through software and recurring models.
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