Keysight Q3 Revenue Jumps on AI Demand
Keysight Technologies(NYSE:KEYS) reported its third quarter 2025 earnings on August 19, delivering revenue of $1.35 billion (up 11% year-over-year) and non-GAAP EPS of $1.72, both above the high end of guidance. Orders grew 7% year-over-year, and management raised full-year guidance, now targeting 7% revenue growth and 13% EPS growth at the midpoint (non-GAAP). This summary highlights three distinct insights on AI-driven core growth, tariff mitigation strategies, and differentiated wireline momentum, concluding with explicit forward guidance from management. For clarity, all fiscal period references are for the period ending Oct. 31, 2025.
Wireline revenue is tracking double-digit year-over-year growth. Wireline bookings are at record highs, in contrast to a normalized wireless business and steadier growth across other segments. Keysight’s proactive investment in AI infrastructure has resulted in major new product launches, including industry-first test solutions for 1.6 terabit networks and early PCIe Gen6 compliance validation with AMD.
Continued AI-driven demand in wireline technologies positions Keysight to outperform internal forecasts, while reinforcing the sustainability of its data-center-centric revenue streams.
Source Fool.com
