Keysight Technologies, Inc. (KEYS) Earnings Call Transcripts
Keysight Technologies, Inc.'s Latest Earnings Call - September 15, 2026
In the fiscal Q4 2026 earnings call, Keysight Technologies reported a revenue of $1.94 billion, reflecting a strong year-over-year growth driven by robust demand across its key markets, particularly in AI and communications. The company also noted an operating margin of 33%, exceeding its long-term targets. Management maintained a positive outlook for fiscal 2027, emphasizing the importance of sustaining momentum in AI and preparing for the upcoming 6G transition, while also addressing supply chain constraints that have limited revenue growth.
Reported metrics
| Metric | Value |
|---|---|
| Operating Margin | 33% (positive) |
| Cash | $2.6B |
| Buybacks | $500M |
Guidance from management
Management maintained a positive outlook for fiscal 2027, emphasizing the need to sustain momentum in AI and prepare for the 6G transition, with expectations for increased engagement and product launches in the upcoming year.
What management said
I mean I think that's a great answer. Maybe the only other thing that I would add to that would be the uniqueness of the breadth of our portfolio. there aren't any other companies in this space that have the breadth of solutions, physical layer, protocol layer, application layer, across multiple ecosystems, wireless, wireline, aerospace, defense, automotive, semiconductor we have a really unique portfolio, and I thin...
What analysts pressed on
Analysts expressed concerns regarding the ongoing supply chain constraints and their impact on revenue recognition. There were also inquiries about the company's ability to maintain growth amidst increasing competition in the AI space.
Main topics on the call
- Revenue Growth and Market Demand — Keysight reported a revenue of $1.94 billion for Q4 2026, driven by a 50% organic growth in orders for the second consecutive quarter. Neil Dougherty stated, "we are benefiting right now from decisions that were made 2, ...
- Supply Chain Constraints — Management acknowledged ongoing supply chain issues impacting revenue recognition, estimating around $100 million in revenue pushed out due to these constraints. Dougherty noted, "we are still supply constrained relative...
- AI and 6G Transition — Keysight is focusing on sustaining momentum in AI and preparing for 6G advancements, with expectations for commercialization around late 2029 to 2030. Kailash Narayanan mentioned, "the speed transition is very important,...
- Aerospace and Defense Growth — The aerospace and defense segment grew approximately 14% last quarter, driven by increased U.S. and EU defense budgets. Narayanan stated, "we expect that to be a multiyear secular trend," indicating strong future growth ...
Read the full Keysight Technologies, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Keysight Technologies, Inc.
Keysight Technologies, Inc. (KEYS) is a publicly listed company in the Electronic Equipment, Instruments and Components industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 82 calls on record spanning February 24, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 82 Keysight Technologies, Inc. earnings call transcripts on record, spanning February 24, 2020 to September 15, 2026. Based on this history, Keysight Technologies, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- KEYS
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Calls on record
- 82
- First call
- February 24, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly